QuoteWerks
QuoteWerks is a quoting software that integrates with various CRM and PSA systems, supports electronic orders with major distributors, and offers features like QuoteValet for online quote delivery and payment collection.
Services
QuoteWerks offers a range of services designed to streamline the quoting process for businesses. Key services include QuoteValet for online quote delivery, electronic signature acceptance, and payment collection, and VendorRFQ for communication and negotiation with vendors. The software also includes a Real-time Module for real-time pricing and availability, tax rate lookup, and shipping rates. QuoteWerks Web allows users to create, edit, and view quotes from any web browser, while the built-in contact database and Outlook integration aid in contact management. Additionally, QuoteWerks offers a centralized quote storage feature for efficient document management.
Product Integrations
QuoteWerks integrates with a variety of CRM and PSA systems, including Salesforce, HubSpot CRM, ConnectWise, and Autotask. The software supports over 15 distributors like Ingram Micro, TD SYNNEX, and D&H for real-time pricing and availability. It also integrates with shipping carriers such as FedEx and UPS for real-time shipping quotes and supports over 80 payment gateways for credit card and ACH payments. Further, QuoteWerks integrates with leasing companies like GreatAmerica Financial Services and Ingram Micro Flexible Payment Solutions to offer flexible payment options.
Features
QuoteWerks includes several features aimed at enhancing the quoting process. These include centralized quote storage, a built-in contact database, and Microsoft Outlook integration for efficient contact management. The software's QuoteValet feature allows for online quote delivery and electronic signature acceptance. Additionally, there is a QuoteValet Shopping Cart for creating online order forms. Another notable feature is the management of recurring revenue, enabling users to quote products and services that recur monthly, quarterly, or annually. QuoteWerks also offers professional, branded quotes and proposals with customizable layouts, peer and management approval workflows, and tracking notifications for when quotes are viewed by customers.
Real-Time Module
The Real-time Module in QuoteWerks provides users with real-time pricing and availability data, tax rate lookup, and shipping rates. This module plays a crucial role in ensuring accurate and timely information for creating quotes. By integrating with various distributors and shipping carriers, the module helps streamline the quoting process, providing up-to-date information that is essential for closing sales efficiently. This feature is particularly beneficial for businesses that require up-to-the-minute data to provide accurate quotes and manage customer expectations effectively.
QuoteValet
QuoteValet is a pivotal feature of QuoteWerks that enables online quote delivery, electronic signature acceptance, and payment collection. This feature allows users to streamline the entire quoting process, from initial delivery to final payment. Customers can view, accept, and e-sign quotes online, significantly reducing the time and effort required compared to traditional methods. Additionally, QuoteValet provides tracking notifications to sales representatives when quotes are viewed, ensuring they can follow up promptly. The integration with over 80 payment gateways facilitates quick and secure payment processing, enhancing the overall customer experience.