Starting Price

Best For

Sales leaders, RFP, Bid & Proposal leaders, Channel / Partner marketing leaders, Marketing leaders. Teams responsible for managing content & creating high value RFPs, Bids, Proposal Documents.

QuoteWerks is used by companies of all sizes looking to streamline their current sales quoting process in order to provide their customers with detailed and professional sales quotes and proposals.

Rating

Ideal number of Users

10 - 1000+

1 - 499

Ease of Use

• Not enough reviews

• "We also export .xml files and import them into warehouse management system via edi. Ease of use was also very important to our purchase decision."


• "Developers tried to make it as user friendly as possible. You can just play a little bit and can go for it."

Customer Support

• Not enough reviews

• Not enough reviews

Features & Functionality

• Not enough reviews

• "Fantastic tool for building and managing your sales opportunities and quotes."


• "We love how it integrates with Autotask, QuickBooks and all of our vendors alike. We started using Quotevalet and its changed our lives."

Value for Money

• Not enough reviews

• "It is definitely worth your investment. Frankly, I think the product is underpriced."


• "Ability to run my business through one software system that can integrate with my distributors. Integrated leasing and pricing comparisons."

Product Features

• check Audit trail
• check Collaboration
• close Contact Management
• check Content Library
• check Document Management
• close Electronic Signature
• check Knowledge Base Management
• close Pipeline Management
• check RFP Management
• check Templates
• check Version Control
• check Workflow management

• check Audit trail
• check Collaboration
• check Contact Management
• check Content Library
• check Document Management
• check Electronic Signature
• check Knowledge Base Management
• check Pipeline Management
• close RFP Management
• check Templates
• check Version Control
• close Workflow management

Screenshots

Platform

Web/Installed

Mobile

Web/Installed

Mobile

Support

• 24/7 (Live Rep)
• Business Hours
• Online

• 24/7 (Live Rep)
• Business Hours
• Online

Training

• check In Person
• check Live Online
• check Webinars
• check Documentation

• check In Person
• check Live Online
• check Webinars
• check Documentation