Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • Odoo Reviews & Ratings
    1,629 Ratings
    Company Website
  • Global Shop Solutions Reviews & Ratings
    77 Ratings
    Company Website
  • P3Source Reviews & Ratings
    16 Ratings
    Company Website
  • D&B Hoovers Reviews & Ratings
    1,171 Ratings
    Company Website
  • Shape Software Reviews & Ratings
    133 Ratings
    Company Website
  • 3D Cloud Reviews & Ratings
    42 Ratings
    Company Website
  • CrankWheel Reviews & Ratings
    184 Ratings
    Company Website
  • Titan Reviews & Ratings
    364 Ratings
    Company Website
  • Pylon Reviews & Ratings
    33 Ratings
    Company Website
  • AI Docs Reviews & Ratings
    15 Ratings
    Company Website

What is Salesforce CPQ?

Speed up your quoting process, optimize pricing strategies, and close more deals with Salesforce CPQ. Tailored for the top CRM platform, Salesforce CPQ provides organizations with vital resources to simplify their sales processes from quoting through to cash flow management. This all-encompassing tool is offered in three unique editions, one of which features full Quote-to-Cash functionality that also supports billing and collections. By utilizing Salesforce CPQ, businesses can significantly boost their sales productivity and enhance revenue management practices. Ultimately, this innovative solution empowers companies to navigate the complexities of sales with greater ease and efficiency.

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

3D Source Product Configurator
Bigtincan
BrightGauge
Canopy
CollectXpert
Epicor CPQ
Gmail
GoldMine CRM
Google Contacts
Kaseya BMS
Lago
Lyftrondata
OnScreen
RELAYTO
Rev.io PSA
Sage 50
Secuvy AI
Wise-Pay

Integrations Supported

3D Source Product Configurator
Bigtincan
BrightGauge
Canopy
CollectXpert
Epicor CPQ
Gmail
GoldMine CRM
Google Contacts
Kaseya BMS
Lago
Lyftrondata
OnScreen
RELAYTO
Rev.io PSA
Sage 50
Secuvy AI
Wise-Pay

API Availability

Has API

API Availability

Has API

Pricing Information

$75.00/month/user
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

Salesforce

Date Founded

2006

Company Location

United States

Company Website

www.salesforce.com/products/quote-to-cash/overview/

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

Product Configurator

2D Drawing
3D Modeling
Analysis & Constraints
Custom Pricing Options
Inventory Management
Recommendation Engine
eCommerce

Quoting

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

Sales Acceleration

CPQ
Campaign Management
Dialer
Email Sequencing
Email Templates
Email Tracking
List Building
Meeting Scheduler
Predictive Analytics
Reporting
Sales Gamification
Sales Intelligence
Sales Workflow 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

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

Popular Alternatives

ConnectWise CPQ Reviews & Ratings

ConnectWise CPQ

ConnectWise

Popular Alternatives

ConnectWise CPQ Reviews & Ratings

ConnectWise CPQ

ConnectWise
Nue Reviews & Ratings

Nue

Nue.io
Experlogix CPQ Reviews & Ratings

Experlogix CPQ

Experlogix
Experlogix CPQ Reviews & Ratings

Experlogix CPQ

Experlogix