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What is QuoteWerks?

Incorporate QuoteWerks, a powerful software solution for sales quoting and proposals, into your CPQ and Quote-To-Cash sales workflow. To streamline the creation of sales quotes and proposals, QuoteWerks stands out as a top-tier Configure-Price-Quote (CPQ) tool that enables organizations to enhance their sales processes, leading to quicker and more efficient transactions. This versatile platform provides smooth integrations with PSA/CRM systems, connects with QuickBooks and Sage 50, facilitates credit card payment processing, and includes features for approval and peer review, along with quote labor management, Word-based proposal generation, and an insightful dashboard for performance tracking. Additionally, QuoteWerks is designed to adapt to the unique needs of your business, ensuring a tailored approach to sales efficiency.

What is Infor CPQ?

Transform your clients' shopping experience by providing an interactive and visually appealing selection process that captures their attention and keeps them engaged. This strategy not only gives your sales channels a significant competitive advantage but also facilitates a more rapid conversion journey. Implementing such a method will allow for more effective product sales, minimizing costly errors and redundancies, which can significantly shorten the sales cycle. By streamlining your fulfillment process across the organization, you can generate heightened interest, leading to an increase in potential leads and a higher volume of quotes through an intuitive quoting system. Meeting customer demands with quicker quote-to-delivery times will enhance your win rates while decreasing dependence on internal resources. Additionally, you can automatically create accurate proposals along with necessary fulfillment documents, which will accelerate the launch of new products by quickly adapting to market trends. Ultimately, this all-encompassing strategy will not only improve customer satisfaction but also foster sustained business growth and innovation, allowing you to stay ahead in a competitive landscape.

What is Elfsquad?

Say goodbye to pre-production challenges. Elfsquad is designed specifically for creators, streamlining the sales and production workflows to enable sellers and buyers to effortlessly configure intricate products. With Elfsquad, your sales teams, dealers, and customers can easily navigate complex product configurations. The platform simplifies the understanding of these products for all audiences. This is where Elfsquad stands out: a quote generated through Elfsquad not only ensures a precise configuration but also aligns perfectly with customer needs. Additionally, it seamlessly integrates with various IT applications, as the configuration marks only the start of a comprehensive logistical journey. Elfsquad can connect with any software, including ERP, CAD, CRM, Outlook, Excel, and your local storage solutions. By digitalizing your entire operations, Elfsquad empowers your software to effectively promote your products, which is another significant advantage. Unlike typical software solutions, Elfsquad is crafted by individuals with expertise in sales, rather than IT professionals, recognizing that your top IT specialist may not necessarily excel in sales. This unique approach ensures that the platform meets the real-world demands of sales teams, enhancing their ability to succeed.

Media

Media

Media

Integrations Supported

Microsoft Outlook
Pipedrive
Salesforce
3D Source Product Configurator
Adobe Marketo Engage
Algonomy
Codeless Platforms BPA Platform
ConnectBooster
Datto Workplace
DejaOffice CRM
Gmail
Google Drive
HubSpot Customer Platform
Insightly
Kaseya BMS
LeanDNA
Propel
Universal Background Screening
Uptempo

Integrations Supported

Microsoft Outlook
Pipedrive
Salesforce
3D Source Product Configurator
Adobe Marketo Engage
Algonomy
Codeless Platforms BPA Platform
ConnectBooster
Datto Workplace
DejaOffice CRM
Gmail
Google Drive
HubSpot Customer Platform
Insightly
Kaseya BMS
LeanDNA
Propel
Universal Background Screening
Uptempo

Integrations Supported

Microsoft Outlook
Pipedrive
Salesforce
3D Source Product Configurator
Adobe Marketo Engage
Algonomy
Codeless Platforms BPA Platform
ConnectBooster
Datto Workplace
DejaOffice CRM
Gmail
Google Drive
HubSpot Customer Platform
Insightly
Kaseya BMS
LeanDNA
Propel
Universal Background Screening
Uptempo

API Availability

Has API

API Availability

Has API

API Availability

Has API

Pricing Information

$199.00/one-time/user
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Aspire Technologies, Inc

Date Founded

1993

Company Location

United States

Company Website

www.quotewerks.com

Company Facts

Organization Name

Infor

Date Founded

1992

Company Location

United States

Company Website

www.infor.com/es-la/products/customer-experience-suite/cloudsuite-cpq

Company Facts

Organization Name

Elfsquad

Date Founded

2016

Company Location

Netherlands

Company Website

www.elfsquad.io

Categories and Features

CPQ

2D Drawing
3D Modeling
Approval Workflow
Guided Selling
Product Configurator
Proposal Generation
Quotes / Estimates
Renewal Management
Self Service Portal
eCommerce

Proposal Management

Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
RFP Management
Requirements Management
Revision Management
Task Management
Templates
Version Control

Quoting

Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management

Categories and Features

CPQ

2D Drawing
3D Modeling
Approval Workflow
Guided Selling
Product Configurator
Proposal Generation
Quotes / Estimates
Renewal Management
Self Service Portal
eCommerce

Product Configurator

2D Drawing
3D Modeling
Analysis & Constraints
Custom Pricing Options
Inventory Management
Recommendation Engine
eCommerce

Quoting

Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management

Sales Acceleration

CPQ
Campaign Management
Dialer
Email Sequencing
Email Templates
Email Tracking
List Building
Meeting Scheduler
Predictive Analytics
Reporting
Sales Gamification
Sales Intelligence
Sales Workflow Management

Visual Configuration

2D Configuration
3D Configuration
CPQ Integration
Custom Pricing Options
Documentation
Dynamic Environments
Nonvisual Support
Saved Versions
Zoom In

Categories and Features

CPQ

2D Drawing
3D Modeling
Approval Workflow
Guided Selling
Product Configurator
Proposal Generation
Quotes / Estimates
Renewal Management
Self Service Portal
eCommerce

Product Configurator

2D Drawing
3D Modeling
Analysis & Constraints
Custom Pricing Options
Inventory Management
Recommendation Engine
eCommerce

Quoting

Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management

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