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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 Oracle CPQ?

Oracle's Configure, Price, Quote (CPQ) system provides clients with a structured method for submitting accurately configured and detailed purchase orders. Once the customer inputs the necessary configuration, the CPQ system produces a pricing quote that incorporates all relevant discounts, terms, and conditions that are customized for that particular client. If the customer accepts the quote, it is then converted into an official order. This innovative solution not only increases order accuracy but also shortens sales cycle times and lowers operational costs. What sets it apart in the market is that it is the only CPQ solution designed to seamlessly bridge the front office and back office. Moreover, its intuitive user interface allows clients to navigate the ordering process effortlessly, enhancing overall customer satisfaction. Ultimately, this system represents a significant advancement in streamlining the sales process and improving operational efficiency.

Media

Media

Integrations Supported

Salesforce
Apty
CloudRadial
Codeless Platforms BPA Platform
ConnectBooster
ConnectWise PSA
Daisee
Datto RMM
Kaseya VSA
Logik.io
Microsoft Azure
Microsoft Excel
Microsoft Outlook
Powertrak
QuickBooks Online
RangerMSP
Rev.io PSA
Smart Demand Planner
Strategy Overview
advastamedia®/O

Integrations Supported

Salesforce
Apty
CloudRadial
Codeless Platforms BPA Platform
ConnectBooster
ConnectWise PSA
Daisee
Datto RMM
Kaseya VSA
Logik.io
Microsoft Azure
Microsoft Excel
Microsoft Outlook
Powertrak
QuickBooks Online
RangerMSP
Rev.io PSA
Smart Demand Planner
Strategy Overview
advastamedia®/O

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

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

Oracle

Date Founded

1977

Company Location

United States

Company Website

www.oracle.com/cx/sales/cpq/

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

Quoting

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

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