QuoteWerks Overview
QuoteWerks streamlines the sales quoting and proposal process, enabling teams to generate professional documents swiftly. This CPQ software seamlessly integrates with existing CRM and accounting systems, ensuring a cohesive sales workflow. Businesses benefit from QuoteWerks by reducing the time spent on manual quote creation, thereby increasing efficiency and accuracy. The software's ability to produce branded, polished proposals in minutes enhances client interactions and accelerates the sales cycle. By integrating with over 115 platforms, QuoteWerks supports diverse business environments, making it a versatile tool for sales teams aiming to improve their quote-to-cash process.
Use Cases
Customers recommend Proposal & Quote Management, Products & Pricelist Management, Engagement Management, as the business use cases that they have been most satisfied with while using QuoteWerks.
Business Priorities
Increase Sales & Revenue and Acquire Customers are the most popular business priorities that customers and associates have achieved using QuoteWerks.
QuoteWerks Use-Cases and Business Priorities: Customer Satisfaction Data
QuoteWerks works with different mediums / channels such as Phone Calls. and E-Mail.
QuoteWerks's features include Templates, Dashboard, Calculator, etc. and QuoteWerks support capabilities include Phone Support, Email Support, Chat Support, etc. also QuoteWerks analytics capabilities include Analytics, and Custom Reports.
Reviews
"...Our business is primarily delivering Contact Management solutions with Act!..." Peer review by Paul Marentette, Founder and Senior Partner, Uptime Business Solutions
Peer review evidence (same sources as the product rating summary)
"...I also like the fact that the quotes are securely delivered and can be accepted and paid through the email...." Peer review by Steve Lewis
"...Includes: mulitiple product price lists, quoting by item or configured, report output designer, PDF generator, CRM linking...." Peer review by Dave J.
"...Being able to generate a customized quote quickly for each customer, then knowing when they view it and following up in a timely manner has gotten us numerous sales...." Peer review by User
QuoteWerks, Competera, Dealhub, Conga CPQ, ResponsiBid, etc., all belong to a category of solutions that help CPQ. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.
QuoteWerks is a leading integrated quoting and proposal software solution (CPQ). It seamlessly integrates with CRM and accounting systems to streamline the sales process.
Popular Business Setting
for QuoteWerks
Top Industries
- Information Technology and Services
- Computer Software
- Computer & Network Security
Popular in
- Small Business
- Mid Market
- Enterprise
QuoteWerks is popular in Information Technology And Services, Computer Software, and Computer & Network Security and is widely used by Small Business, Mid Market, and Enterprise.
QuoteWerks Customer wins, Customer success stories, Case studies
How efficiently Does QuoteWerks manage your Proposal & Quote Management?
How does QuoteWerks facilitate Products & Pricelist Management?
How does QuoteWerks facilitate Engagement Management?
How can QuoteWerks optimize your Contact List Management Workflow?
11 buyers and buying teams have used Cuspera to assess how well QuoteWerks solved their CPQ needs. Cuspera uses 5046 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific CPQ needs.
Tescan
QuoteWerks Data Manager Overview
Frequently Asked Questions(FAQ)
for QuoteWerks
What is QuoteWerks?
QuoteWerks is a Sales Quoting and Proposal software solution provided with seamless integration into CRM/PSA and other accounting systems, payment gateways, shipping systems and other sales process software.
Quotewerks leverages data already available from the other applications in use, in whatever format, and eliminates the need for manual entries. It comes with real-time bundling features based on items commonly sold together, auto-population of ‘essential-to-add’ items into the quote, and allows for comparison of earlier prices, before arriving at the final price.
The review feature enables eliminating errors before the quote reaches the customer. The look-and-feel of the quote document can be chosen from existing templates. The quote delivery can be chosen by the customer with options for on-line electronically delivered signed documents and payments system enabled.
What is QuoteWerks used for?
What are the top features of QuoteWerks?
Who uses QuoteWerks?
What are QuoteWerks alternatives?
Peers used QuoteWerks for proposal & quote management and products & pricelist management
QuoteWerks Competitors
QuoteWerks Features
- Low
- Medium
- High
| FEATURE | RATINGS AND REVIEWS |
|---|---|
| Analytics | Read Reviews (48) |
| Custom Reports | Read Reviews (370) |
| CAPABILITIES | RATINGS AND REVIEWS |
|---|---|
| Analytics | Read Reviews (48) |
| Custom Reports | Read Reviews (370) |
QuoteWerks Integrations
QuoteWerks integrates with a wide range of software applications through its robust data import and export capabilities.
Software Failure Risk Guidance
?for QuoteWerks
Overall Risk Meter
Top Failure Risks for QuoteWerks
Aspire Technologies, Inc. News
QuoteWerks Recognized with 14 G2 Summer 2026 Badge Awards Across CPQ ...
QuoteWerks received 14 badge recognitions in the G2 Summer 2026 Reports across CPQ, Proposal, and Quote-to-Cash categories. This recognition highlights QuoteWerks' role in managing quoting and sales workflows, validated by customer feedback on G2. The awards reflect QuoteWerks' market presence and customer satisfaction in complex quoting workflows.
QuoteWerks Earns 14 G2 Summer 2026 Badge Recognitions Across CPQ ...
QuoteWerks received 14 G2 Summer 2026 badge recognitions across CPQ, Proposal, and Quote-to-Cash categories. These badges reflect user satisfaction and market presence, highlighting QuoteWerks' impact on the sales lifecycle. The recognitions underscore the software's ability to streamline quoting workflows, improve pricing accuracy, and enhance customer experience.
QuoteWerks Recognized with 14 G2 Summer 2026 Badge Awards Across CPQ, Proposal, and Quote-to-Cash
QuoteWerks received 14 G2 Summer 2026 Badge Awards across CPQ, Proposal, and Quote-to-Cash categories. This recognition highlights its effectiveness in managing quoting, proposal delivery, and connected sales workflows, validated by customer feedback on G2. The awards underscore QuoteWerks' role in supporting complex quoting workflows and integrating with CRM, PSA, accounting, and procurement systems.
QuoteWerks Awarded Best Partner Involvement at ASCII Edge Seattle 2026
QuoteWerks received the "Best Partner Involvement" award at ASCII Edge Seattle 2026 for its engagement with the ASCII community and support for MSPs, VARs, and IT solution providers. This recognition highlights QuoteWerks' commitment to channel partners and its role in enhancing sales and procurement workflows.
Aspire Technologies, Inc. Profile
Company Name
Aspire Technologies, Inc.
Company Website
https://www.quotewerks.com/HQ Location
Employees
11-50
Social
Financials
PRIVATE
