QuoteWerks Review

QuoteWerks is a CPQ solution that can be used in any industry to create offers and sales proposals. It integrates with customer management solutions such as ACT!, Autotask, ConnectWise, GoldMine, Google Contacts, Maximizer, MS Dynamics CRM, Outlook, salesforce.com, SalesLogix and SugarCRM. Users can import product information by linking the solution to product database sources such as external databases, Excel spreadsheets or text files, or product information can be typed directly into the quote. QuoteWerks can also quote products stored in QuickBooks, Sage 50 or Peachtree. Users can get real-time pricing and stock availability from suppliers, as well as product descriptions, images and marketing descriptions.

QUOTEWERKS – TUTORIAL

Let’s look at how to integrate this CPQ program with Zoho CRM:

QUOTEWERKS – FEATURES

• Sales pipeline transparency: a simple, yet powerful, design provides sales reps with an efficient and easy way to create, deliver, and track customer interactions to close
• Reduce errors & misquotes: peer and management approval workflows ensure every document created in QuoteWerks is accurate and consistent to reduce errors and misquotes
• Integrated for efficiency: industry leading CRM and accounting integrations will transfer your important sales data between QuoteWerks and your already deployed solutions
• Electronic signing & acceptance: get customer signatures electronically – no more asking the customer to print out the PDF, sign it, and then email it back to you
• Collect credit card/ACH payments: collect deposits, progress payments, balances or the full amount of the quote. It supports over 80 gateways – use your existing gateway
• Know when quotes are viewed: ever wonder what happens to your quote after you sent it? How often has a customer asked for a discount and you’ve wondered if they have even looked at the proposal yet? Get notified with it
• Beautiful, branded quotes & proposals: brand your sales quotes and proposals with beautiful and professional layouts. Include important documents such as SOW’s, terms and conditions and contracts. Create stunning presentations
• Standardize pricing & workflows: create item lists, templates, and bundles to standardize your company’s product and service offerings in a simple and efficient workflow for document creation
• Centralized quote storage: store and manage all of your documents in a central, searchable location to easily find existing documents. Filter by date, company, sales rep, and much more.