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What is Symphony?

The Symphony billing platform equips organizations to quickly and easily introduce new products or applications within their existing operational environments. You have the flexibility to implement only the essential modules or to opt for a full end-to-end solution, thereby allowing our adaptable and scalable system to grow in line with your requirements. With Symphony’s capability for real-time data transaction management and mediation, you can gain valuable insights into customer accounts, which helps you manage these relationships more effectively and profitably. Transform your workflow from quote to cash and increase your sales while achieving a competitive advantage through tools and insights that streamline the transition from proposal to payment. Easily create customized quotes and define product offerings, as customer approval triggers workflows based on the chosen items. Final quotes can be generated with automatically created cover letters and product brochures, and you will also receive comprehensive reports on quotes issued and orders by region or agent. This holistic approach guarantees smooth business process automation and management throughout your operations. In conclusion, Symphony not only boosts operational efficiency but also nurtures stronger relationships with your customers, ultimately driving growth and success for your business.

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

Avalara

Integrations Supported

Amazon Web Services (AWS)
Codeless Platforms Alerting Software
Datto RMM
Datto Workplace
DejaOffice CRM
DeskDirector
Gmail
GoldMine CRM
Google Contacts
Kaseya BMS
Kaseya VSA
Microsoft Azure
Microsoft Excel
Pipedrive
QuickBooks Online Advanced
RangerMSP
Sage 50
Salesforce
Strategy Overview

API Availability

API Availability

Pricing Information

Pricing not provided

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?

Supported Platforms

SaaS

Supported Platforms

SaaS
Windows

Customer Service / Support

24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Online Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Integra Touch

Date Founded

2002

Company Location

United States

Company Website

symphonybilling.com

Company Facts

Organization Name

Aspire Technologies, Inc

Date Founded

1993

Company Location

United States

Company Website

www.quotewerks.com

Categories and Features

Billing and Invoicing

Billing Portal
Contact Database
Customizable Invoices
Dunning Management
Hourly Billing
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Tax Calculator

CRM

Not specified

Quote-to-Cash

Not specified

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

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