Software
We've compiled a list of 32 free and paid alternatives to QuoteWerks. The primary competitors include Simpro, PandaDoc. In addition to these, users also draw comparisons between QuoteWerks and OnePageCRM, Responsive, Knowify. Also you can look at other similar options here: Business and Commerce Tools.
We've compiled a list of 32 free and paid alternatives to QuoteWerks. The primary competitors include Simpro, PandaDoc. In addition to these, users also draw comparisons between QuoteWerks and OnePageCRM, Responsive, Knowify. Also you can look at other similar options here: Business and Commerce Tools.
Simpro is a comprehensive field service management software designed to streamline job management, project management, asset management, and job costing. It improves business efficiency by handling job quoting, scheduling, inventory tracking, invoic…
Cloud-based platform streamlines document creation, sending, and signing. It handles contracts, agreements, and invoices with features like templates, collaborative editing, and real-time notifications for efficient workflow management.
OnePageCRM is a simple and easy-to-use CRM designed for small businesses, featuring a follow-up system, interactive sales pipeline, and product catalog to help organize client details, track sales progress, and streamline operations.
Strategic response management, using advanced technologies to handle RFPs, RFIs, security questionnaires, DDQs, and risk assessments. Automates and optimizes the completion of information requests.
Knowify is a comprehensive job management software designed for trade contractors to streamline project execution, service work, and financial management. It integrates seamlessly with QuickBooks, offering real-time financial insights, automated inv…
Deals with automated setup, preconfigured workflows, and real-time insights to identify and rate your top buyers. Boost efficiency with an intuitive interface and safeguard your project.
Proposify is a proposal software that streamlines sales documents, offers error-free proposals, and provides insights into the closing stage. It features templates, a central content library, and a streamlined workflow for sending proposals. Proposi…
Quoter streamlines sales processes with its purpose-built quoting software, maximizing remote team productivity and enhancing client interactions.
CRM and marketing automation platform to help manage contacts, automate marketing campaigns and track customer interactions. Provides tools for email marketing, lead capture and sales funnel management.
Subskribe is an adaptive quote-to-revenue platform designed for modern SaaS companies. It offers a unified solution for CPQ, subscription billing, and revenue recognition, eliminating the need for reconciliation. With Subskribe, you can close deals …
Web-Based
Windows
QuoteWerks is specialized software solution used in every industry for creating professional and detailed sales quotes and proposals quickly and efficiently. It seamlessly integrates with the most common and powerful CRM/PSA systems including ACT!, ACT! for Web, Autotask, ConnectWise, GoldMine, Google Contacts, Maximizer, MS Dynamics CRM, Outlook, Outlook BCM, salesforce.com, SalesLogix, and SugarCRM. QuoteWerks also includes accounting integrations into QuickBooks and Sage 50 to easily transfer your sales data to your accounting system.
Additionally, with robust and complete integrations into IT Distributors such as Ingram Micro, Tech Data, Synnex, D&H, and more, QuoteWerks will provide real-time pricing and warehouse availability from these vendors as well as customer friendly product descriptions, product images, and marketing descriptions using the available Etilize integration.
Use the QuoteValet® add-on to be notified exactly when your customer view, accepts and makes payment electronically on your quote or proposal.
QuoteWerks has been empowering businesses for over 21 years - increasing productivity and closing more sales by simplifying and speeding up the price quoting and proposal processes in the office and on the road.
Join the over 74,000 users in over 101 countries that trust their quoting and proposals to QuoteWerks.
Workflow Management
Version Control
Third Party Integrations
Sales Automation
Drag & Drop
Document Templates
Data Import/Export
Customizable Branding
Contract/License Management
Cataloging/Categorization
Renewal Management
Guided Selling
Forecasting
Automatic Formatting
Content Library
RFP Management
Product Configurator
Knowledge Base Management
Document Review
Document Automation
Templates
Electronic Signature
Customizable Templates
Proposal Generation
Real Time Data
Price and Cost Calculations
Estimating
Bills of Material
Approval Workflow
Reminders
Customizable Fields
Collaboration Tools
Pricing Management
Multi-Currency
Email Management
Document Management
Customizable Reports
Customer History
Automated Quoting
Approval Process Control
Activity Dashboard
Template Management
Reporting & Statistics
Quotes/Estimates
Pricing and Cost Calculations
Price/Margin Management
Order Management
Electronic Payments
Document Storage
Discount Management
Contact Management
Billing & Invoicing
Alerts/Notifications
Access Controls/Permissions
Self Service Portal
Client Portal
Audit Trail
Accounting Integration
CRM
API
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