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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 InForge?

InForge is an innovative online platform tailored for the quoting and definition of scopes of work, aimed at agencies, studios, contractors, and various project-based businesses. This solution enables organizations to create customized intake forms and set pricing standards, effectively converting inquiries from potential clients into detailed quotes and thorough scopes of work. Teams can easily modify and send proposals through a dedicated client portal, allowing clients to review the details, sign documents electronically, and access payment links. The platform accommodates quotes that include packages, individual line items, and ongoing retainers, while also offering industry-specific templates to personalize both forms and pricing models for different trades. Furthermore, InForge features a WordPress plugin that facilitates the seamless integration of intake forms, adjustable payment links, and optional AI-powered drafting for generating intake or scope documents using the customer's API key. Importantly, the subscription plans are structured to be billed monthly rather than per user, with a complimentary tier that enables the management of a single active project, thus making it an appealing option for smaller businesses. Overall, the extensive range of functionalities positions InForge as a highly adaptable tool for organizations aiming to enhance their project quoting efficiency and effectiveness.

Media

Media

Integrations Supported

Amazon EC2
Amazon Web Services (AWS)
CloudRadial
Codeless Platforms Alerting Software
GoldMine CRM
Google Contacts
Kaseya BMS
Kaseya VSA
Maximizer CRM
Microsoft Azure
Microsoft Excel
QuickBooks Online Advanced
RangerMSP
Salesforce
Strategy Overview
Wise-Pay

Integrations Supported

OpenAI
Resend
Stripe
Zelle

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

$19/month
The Free plan supports one open project at a time. Pro costs $19/month for up to 10 open projects, Studio costs $49/month for up to 25, and Agency costs $199/month for up to 150. Plans are billed monthly, with no long-term contract, and can be canceled at any time. An optional one-time setup service is available for $499.
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

Company Facts

Organization Name

Aspire Technologies, Inc

Date Founded

1993

Company Location

United States

Company Website

www.quotewerks.com

Company Facts

Organization Name

Arrowtrack Solutions

Date Founded

2023

Company Location

United States

Company Website

www.inforge.io

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

Proposal Management

Not specified

Quoting

Not specified

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