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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 BizOps?

BizOps software ensures a seamless flow of data, encompassing a wide array of processes from the creation and conversion of prospect files to quoting, ordering, scheduling, advanced inventory management, production supervision, purchasing, receiving, and access to customer and vendor portals, among various other capabilities. Additionally, we effectively integrate with accounting systems like Sage 50 and QuickBooks to manage data interactions. Aegis Commerce Solutions, Inc. not only creates innovative products but also provides bespoke software development services that enable us to tailor or enhance functionalities according to each client's specific needs. BizOps integrates all essential features and enhancements necessary to foster continuous improvements in business process automation, ensuring our clients can adjust effortlessly to the shifting landscape of market conditions and demands. This level of adaptability not only aids businesses in staying competitive but also enhances their ability to respond swiftly to changes in their operating environment, reinforcing their market position.

Media

Media

No images available

Integrations Supported

QuickBooks Online
Sage 50
Amazon Web Services (AWS)
BrightGauge
Codeless Platforms Alerting Software
Codeless Platforms BPA Platform
ConnectBooster
ConnectWise PSA
Datto Workplace
DejaOffice CRM
DeskDirector
Google Contacts
Kaseya VSA
Maximizer CRM
Microsoft Azure
Microsoft Excel
Microsoft Outlook
Pipedrive
Rev.io PSA
Salesforce

Integrations Supported

QuickBooks Online
Sage 50
Amazon Web Services (AWS)
BrightGauge
Codeless Platforms Alerting Software
Codeless Platforms BPA Platform
ConnectBooster
ConnectWise PSA
Datto Workplace
DejaOffice CRM
DeskDirector
Google Contacts
Kaseya VSA
Maximizer CRM
Microsoft Azure
Microsoft Excel
Microsoft Outlook
Pipedrive
Rev.io PSA
Salesforce

API Availability

Has API

API Availability

Has API

Pricing Information

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

Pricing Information

$100/month/user min 5 users
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

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

Company Facts

Organization Name

Aspire Technologies, Inc

Date Founded

1993

Company Location

United States

Company Website

www.quotewerks.com

Company Facts

Organization Name

Aegis Commerce Solutions, Inc

Company Location

United States

Company Website

www.aegiscommerce.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

Business Process Management

Access Controls / Permissions
Alerts / Notifications
Business Process Automation
Business Rules Management
Collaboration
Process Change Tracking
Process Mapping
Process Modeling & Design
Visual Workflow Management

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