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What is RevOps?

Streamline your closing processes by implementing standardized quotes, efficient approval workflows, and clear pricing policies to empower teams and boost sales representatives' effectiveness. Create personalized agreement templates that have received prior approval, ensuring your sales teams can utilize them seamlessly. Instantly adjust to shifting business needs and requirements without any lag time. Eliminate the lengthy implementation periods of the past; with RevOps, your team can be up and running in just hours or days, compared to the weeks or months it previously took. Provide your sales representatives with the necessary flexibility while maintaining crucial structure in the deal-making process. Establishing approval workflows will promote teamwork and save your team precious time. Effortlessly distribute documents to anyone around the globe, enhancing your sales operations’ ability to flourish in the current remote and digital marketplace. By adopting this strategy, you not only increase efficiency but also ensure that your teams stay adaptable in an ever-evolving market landscape. This adaptability is key to not just survival but thriving in a competitive environment.

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.

Media

Media

Integrations Supported

Salesforce
Act!
Amazon EC2
Codeless Platforms Alerting Software
Datto Workplace
DeskDirector
Gmail
GoldMine CRM
Google Contacts
HubSpot CRM
HubSpot Customer Platform
Kaseya BMS
Kaseya VSA
Microsoft Excel
Pipedrive
QuickBooks Online Advanced
RangerMSP
Sage 50
Slack
Strategy Overview

Integrations Supported

Salesforce
Act!
Amazon EC2
Codeless Platforms Alerting Software
Datto Workplace
DeskDirector
Gmail
GoldMine CRM
Google Contacts
HubSpot CRM
HubSpot Customer Platform
Kaseya BMS
Kaseya VSA
Microsoft Excel
Pipedrive
QuickBooks Online Advanced
RangerMSP
Sage 50
Slack
Strategy Overview

API Availability

Has API

API Availability

Has API

Pricing Information

$50 per user per month
Free Trial Offered?
Free Version

Pricing Information

$199.00/one-time/user
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

RevOps

Date Founded

2018

Company Location

United States

Company Website

www.revops.io

Company Facts

Organization Name

Aspire Technologies, Inc

Date Founded

1993

Company Location

United States

Company Website

www.quotewerks.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

Revenue Operations

AI Insights
Account Health Dashboard
Automatic CRM Updates
Contact / Activity Tracking
RevOps Automation
Revenue Dashboard
Revenue Intelligence / Reporting
Sales Analytics
Sales Forecasting
Third-Party Data Aggregation

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

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