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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 Configure to WIN?

Configure to WIN is a specialized software solution designed for quote management and pricing governance, aimed at B2B companies that navigate complex products, services, pricing regulations, rebates, and approval workflows. This platform empowers sales, pricing, finance, and management teams to enhance their commercial quote decision-making through a unified workflow. It incorporates product and pricing data, multiple currencies, quote line items, customizable metrics, and approval protocols to accurately calculate commercial outcomes, identify discrepancies, and promote consistent approval decisions. Tailored for organizations seeking more robust control than what standard quoting or proposal tools offer, it sidesteps the costs and complexities often associated with extensive enterprise CPQ systems. By leveraging this platform, companies can accelerate their quoting processes, protect profit margins, reduce the need for manual checks, and create a more transparent pricing and approval framework. Furthermore, the software includes a complimentary Quote Performance Scan, enabling teams to evaluate their quoting maturity level in approximately three minutes, providing essential insights for enhancement. This feature not only helps identify areas for improvement but also fosters a culture of continuous advancement within the organization.

Media

Media

No images available

Integrations Supported

Act!
Amazon Web Services (AWS)
BrightGauge
Codeless Platforms Alerting Software
Codeless Platforms BPA Platform
ConnectBooster
Datto RMM
Gmail
GoldMine CRM
Kaseya BMS
Kaseya VSA
Maximizer CRM
Microsoft Azure
Microsoft Excel
Microsoft Outlook
Pipedrive
QuickBooks Online
RangerMSP
Sage 50
Wise-Pay

Integrations Supported

Act!
Amazon Web Services (AWS)
BrightGauge
Codeless Platforms Alerting Software
Codeless Platforms BPA Platform
ConnectBooster
Datto RMM
Gmail
GoldMine CRM
Kaseya BMS
Kaseya VSA
Maximizer CRM
Microsoft Azure
Microsoft Excel
Microsoft Outlook
Pipedrive
QuickBooks Online
RangerMSP
Sage 50
Wise-Pay

API Availability

Has API

API Availability

Has API

Pricing Information

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

Pricing Information

$499/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

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

Configure to WIN

Date Founded

2026

Company Location

Netherlands

Company Website

configure.win

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

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