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What is smartOFFICE Online?

smartOFFICE is distinguished as the only cloud-based, enterprise-grade workflow solution tailored exclusively for custom smart home integrators, developed by industry specialists. Our cutting-edge tools enable you to swiftly create impressive proposals, and after securing an agreement, you can effortlessly invoice clients, source products, and manage work schedules. Elevate your business operations with smartOFFICE Online today; it assists you from the initial engagement all the way to generating stunning online or PDF proposals in mere minutes, while also managing purchasing, inventory control, project management, time tracking, and integration with accounting platforms such as QuickBooks Online or Desktop. As a holistic end-to-end solution, smartOFFICE provides all the essentials needed to optimize your business processes. With our user-friendly Welcome Process, you can establish a functioning demo showcasing the brands you provide in under five minutes. Furthermore, you can utilize our smartPRENEUR Academy to access a comprehensive demo and learn at your own pace, typically achievable within an hour. This approach ensures that you not only become adept at using the software but also gain the confidence to unlock your business's full potential, paving the way for future success. In this way, smartOFFICE stands as a vital partner in your journey toward operational excellence.

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

Act!
Amazon Web Services (AWS)
BrightGauge
CloudRadial
Codeless Platforms Alerting Software
ConnectBooster
ConnectWise PSA
Datto RMM
Datto Workplace
DejaOffice CRM
DeskDirector
GoldMine CRM
Google Contacts
Kaseya BMS
Maximizer CRM
Microsoft Azure
Microsoft Excel
Microsoft Outlook
Pipedrive
Salesforce

Integrations Supported

Act!
Amazon Web Services (AWS)
BrightGauge
CloudRadial
Codeless Platforms Alerting Software
ConnectBooster
ConnectWise PSA
Datto RMM
Datto Workplace
DejaOffice CRM
DeskDirector
GoldMine CRM
Google Contacts
Kaseya BMS
Maximizer CRM
Microsoft Azure
Microsoft Excel
Microsoft Outlook
Pipedrive
Salesforce

API Availability

Has API

API Availability

Has API

Pricing Information

$29.99/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

Simply Reliable

Date Founded

2002

Company Location

United States

Company Website

www.simplyreliable.com/smartoffice/

Company Facts

Organization Name

Aspire Technologies, Inc

Date Founded

1993

Company Location

United States

Company Website

www.quotewerks.com

Categories and Features

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

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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