Starting Price

Best For

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.

We target highly competitive Sales and Marketing teams dealing with a high volume of customer engagement but losing time and energy with disconnected sales processes

Rating

Ideal number of Users

1 - 499

50 - 1000+

Ease of Use

• "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."

• Not enough reviews

Customer Support

• Not enough reviews

• Not enough reviews

Features & Functionality

• "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."

• Not enough reviews

Value for Money

• "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."

• Not enough reviews

Product Features

• 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

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