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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 QuoteSooner?

QuoteSooner is a dedicated online quoting platform tailored for CNC job shops. Estimators can upload customer drawings, 3D models, and request for quote (RFQ) text, enabling them to review extracted part details alongside the original documents and relevant excerpts that support each value. The platform effectively highlights any missing, vague, or contradictory information that needs clarification before finalizing and sending a quote. Shops have the flexibility to establish their machine and labor rates, compare estimates against past pricing, and allocate setup costs according to quantity breaks, all while independently managing external services and other expenses. Teams can efficiently process RFQs, generate and send quotes via a connected shop email account, automate follow-up communications, and allow buyers to review and approve quotes online, including the option to enter a purchase order number. Moreover, QuoteSooner seamlessly integrates with QuickBooks Online and supports the importation of past quotes from various systems. It is essential to emphasize that QuoteSooner is not designed as an instant-quoting or CAM system, nor does it function as an ERP or a tool for managing ITAR-controlled projects, thus positioning it as a specialized solution for the CNC sector. By focusing on these specific needs, QuoteSooner empowers CNC job shops to enhance their quoting processes while ensuring both precision and efficiency. Ultimately, this tailored approach allows businesses in the CNC industry to better meet their clients' demands and improve their operational workflows.

Media

Media

Integrations Supported

Gmail
Microsoft Outlook
QuickBooks Online
Act!
Amazon Web Services (AWS)
BrightGauge
ConnectBooster
ConnectWise PSA
Datto RMM
Datto Workplace
DeskDirector
Google Contacts
Kaseya BMS
Kaseya VSA
Microsoft Azure
Microsoft Excel
Pipedrive
QuickBooks Online Advanced
Salesforce
Wise-Pay

Integrations Supported

Gmail
Microsoft Outlook
QuickBooks Online

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

$249/shop/month
Free: one user and 5 production RFQs per month, with no card required. Shop: $249 per shop per month, plus applicable taxes, or $2,490 per year billed yearly ($207.50 per month). Shop includes unlimited users and RFQs, with no seat charges, seat minimum, or setup fee. Each shop can try Shop for 14 days without a card. A limited founding offer is $199 per month or $1,990 per year for shops that subscribe while the offer is available; that price remains locked while the subscription stays active. Annual billing covers the year paid for.
Free Version
Free Trial Offered?

Supported Platforms

SaaS
Windows

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

Aspire Technologies, Inc

Date Founded

1993

Company Location

United States

Company Website

www.quotewerks.com

Company Facts

Organization Name

QuoteSooner

Company Website

quotesooner.com

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

Job Shop

Not specified

Quoting

Not specified

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