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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 Orgzit?

We streamline Sales, Quotations, and Service by transitioning from disjointed spreadsheets to a unified, centralized platform. This approach saves you valuable time while ensuring that you remain well-informed. Every detail regarding the sales process can be accessed in one convenient location, including Customers, Opportunities, Quotations, Orders, Invoices, Service Tasks, and any additional data you require. Our solution enhances communication both vertically and horizontally across your organization. It serves as a collaborative platform for sales managers, service representatives, estimators, and finance teams, facilitating effective discussions about the sales process. With our CRM software designed for sales reps, you can enjoy comprehensive information and smooth transitions throughout the workflow. By consolidating all necessary information into a single tool, we can significantly boost employee productivity and improve communication among teams. All customer-related information is securely stored in one location, ensuring data safety without sacrificing usability. Embrace continuous improvement in your sales process with our innovative solution, leaving behind outdated enterprise CRM systems. This transformation not only optimizes your operations but also empowers your team to perform at their best.

Media

Media

Integrations Supported

Act!
Amazon EC2
BrightGauge
CloudRadial
ConnectBooster
ConnectWise PSA
Datto Workplace
DejaOffice CRM
Kaseya BMS
Kaseya VSA
Maximizer CRM
Microsoft Excel
Pipedrive
QuickBooks Online
QuickBooks Online Advanced
Rev.io PSA
Sage 50
Salesforce
Strategy Overview
Wise-Pay

Integrations Supported

Act!
Amazon EC2
BrightGauge
CloudRadial
ConnectBooster
ConnectWise PSA
Datto Workplace
DejaOffice CRM
Kaseya BMS
Kaseya VSA
Maximizer CRM
Microsoft Excel
Pipedrive
QuickBooks Online
QuickBooks Online Advanced
Rev.io PSA
Sage 50
Salesforce
Strategy Overview
Wise-Pay

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

P3Infotech Solutions

Date Founded

2016

Company Location

India

Company Website

www.orgzit.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

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Lead Management

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

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