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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 EchoQuote?

Why spend endless hours developing content offers that may not attract qualified leads? EchoQuoteâ„¢ is crafted for quick implementation, delivers instant results, and remains relevant over time. It effectively generates leads that are not only qualified but also more inclined to participate in sales discussions, enabling sellers to effortlessly start conversations and discern customer needs. We completely support this notion! With EchoQuoteâ„¢, you retain full authority over pricing visibility, ensuring that prices are never shown or communicated without your approval. Furthermore, there are numerous options to restrict who can request a quote, including the ability to block certain countries or specific email domains. Notably, many of our clients are in the B2B space, offering complex and tailored products and services. EchoQuoteâ„¢ is specifically designed to facilitate budget inquiries instead of final pricing, acting as a bridge to substantial sales conversations. While nearly all competitors provide a Request a Quote or Contact Us form on their websites, these methods often fall short of generating results. In contrast, potential customers generally have more confidence in third-party solutions such as EchoQuoteâ„¢, which boosts the number of leads for your sales team and improves overall conversion rates. This innovative approach not only streamlines the lead generation process but also enhances the quality of interactions between sales teams and prospective clients.

Media

Media

Integrations Supported

Act!
Amazon Web Services (AWS)
BrightGauge
CloudRadial
ConnectWise PSA
Datto RMM
Datto Workplace
DeskDirector
GoldMine CRM
Google Contacts
Microsoft Excel
Microsoft Outlook
Pipedrive
QuickBooks Online
QuickBooks Online Advanced
RangerMSP
Rev.io PSA
Salesforce
Strategy Overview
Wise-Pay

Integrations Supported

API Availability

API Availability

Pricing Information

$199.00/one-time/user
Standard edition - starts at $199 per license
Professional edition - starts at $269 per license
Corporate edition - starts at $399 per license
Free Trial Offered?

Pricing Information

$25 per month
Free Version

Supported Platforms

SaaS
Windows

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
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

LeadLifter

Company Website

leadlifter.com/echoquote/

Categories and Features

CPQ

Approval Workflow
Guided Selling
Product Configurator
Proposal Generation
Quotes / Estimates
Renewal Management
eCommerce

Order-to-Cash

Not specified

Proposal Management

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

Quote-to-Cash

Not specified

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

Cash Flow Forecasting

Not specified

Lead Management

Lead Capture
Lead Nurturing
Prospecting Tools

Quoting

Automated Quoting
Catalog Management
Client Portal
Customizable Branding
Discount Management
Forms Creation
Pricing Management

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