Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • Odoo Reviews & Ratings
    1,641 Ratings
    Company Website
  • Expedience Software Reviews & Ratings
    33 Ratings
    Company Website
  • Global Shop Solutions Reviews & Ratings
    77 Ratings
    Company Website
  • P3Source Reviews & Ratings
    16 Ratings
    Company Website
  • Pylon Reviews & Ratings
    33 Ratings
    Company Website
  • AI Docs Reviews & Ratings
    15 Ratings
    Company Website
  • optivalue.ai Reviews & Ratings
    3 Ratings
    Company Website
  • Everstage Reviews & Ratings
    3,550 Ratings
    Company Website
  • DrayMaster Reviews & Ratings
    1 Rating
    Company Website
  • AlsoThere Reviews & Ratings
    1 Rating
    Company Website

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 GleanQuote?

GleanQuote's CPQ engine simplifies the creation of complex quotes, enabling you to craft customized solutions for clients in mere minutes. It enhances the organization of sales and product knowledge into a cohesive method that drives your team toward the best outcomes for customers. Your team can create effective proposals effortlessly, utilizing a vast selection of fully customizable templates that showcase your services. Moreover, by integrating guiding frameworks and analytical tools into your sales processes, your team can stay focused and aligned with their goals, which boosts overall productivity. With these capabilities, GleanQuote not only speeds up the quoting process but also cultivates a more strategic environment for sales, ensuring your team is equipped to succeed. This comprehensive approach empowers your business to respond rapidly to client needs while maintaining a high standard of service.

Media

Media

Media

Integrations Supported

Codeless Platforms Alerting Software
Salesforce
3D Source Product Configurator
Act!
ConnectBooster
ConnectWise PSA
Google Calendar
Kaseya VSA
LeanDNA
Microsoft 365
Propel
QuickBooks Online
RangerMSP
Sage 50
Simplii
Smartflow
SnapAP
Unbounce
Uptempo

Integrations Supported

Codeless Platforms Alerting Software
Salesforce
3D Source Product Configurator
Act!
ConnectBooster
ConnectWise PSA
Google Calendar
Kaseya VSA
LeanDNA
Microsoft 365
Propel
QuickBooks Online
RangerMSP
Sage 50
Simplii
Smartflow
SnapAP
Unbounce
Uptempo

Integrations Supported

Codeless Platforms Alerting Software
Salesforce
3D Source Product Configurator
Act!
ConnectBooster
ConnectWise PSA
Google Calendar
Kaseya VSA
LeanDNA
Microsoft 365
Propel
QuickBooks Online
RangerMSP
Sage 50
Simplii
Smartflow
SnapAP
Unbounce
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

$175 per month
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

GleanView

Date Founded

2015

Company Location

United States

Company Website

gleanview.com

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

Quoting

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

Popular Alternatives

ConnectWise CPQ Reviews & Ratings

ConnectWise CPQ

ConnectWise

Popular Alternatives

Artintech ERP Reviews & Ratings

Artintech ERP

Artintech

Popular Alternatives

Quoter Reviews & Ratings

Quoter

Quoter Software
Hive CPQ Reviews & Ratings

Hive CPQ

HiveCPQ
Experlogix CPQ Reviews & Ratings

Experlogix CPQ

Experlogix
Experlogix CPQ Reviews & Ratings

Experlogix CPQ

Experlogix
TurboQuote Reviews & Ratings

TurboQuote

TurboDocx