An Introduction to QuoteWerks
Use QuoteWerks, the 𝒔𝒂𝒍𝒆𝒔 𝒒𝒖𝒐𝒕𝒊𝒏𝒈 𝒂𝒏𝒅 𝒑𝒓𝒐𝒑𝒐𝒔𝒂𝒍 𝒔𝒐𝒍𝒖𝒕𝒊𝒐𝒏, in your #CPQ and Quote-To-Cash sales process. Create professional, branded quotes and proposals in 𝘮𝘪𝘯𝘶𝘵𝘦𝘴. -Robust Features -World Class Support -Flexible Pricing Interested in learning more about #QuoteWerks: https://www.quotewerks.com/ 𝙎𝙖𝙡𝙚𝙨 𝙋𝙞𝙥𝙚𝙡𝙞𝙣𝙚 𝙏𝙧𝙖𝙣𝙨𝙥𝙖𝙧𝙚𝙣𝙘𝙮 A simple, yet powerful, design provides sales reps with an efficient and easy way to create, deliver, and track customer interactions to close. 𝙍𝙚𝙙𝙪𝙘𝙚 𝙀𝙧𝙧𝙤𝙧𝙨 & 𝙈𝙞𝙨𝙦𝙪𝙤𝙩𝙚𝙨 Peer and management approval workflows ensure every document created in QuoteWerks is accurate and consistent to reduce errors and misquotes. 𝙄𝙣𝙩𝙚𝙜𝙧𝙖𝙩𝙚𝙙 𝙛𝙤𝙧 𝙀𝙛𝙛𝙞𝙘𝙞𝙚𝙣𝙘𝙮 Industry leading CRM and Accounting integrations will transfer your important sales data between QuoteWerks and your already deployed solutions. 𝙀𝙡𝙚𝙘𝙩𝙧𝙤𝙣𝙞𝙘 𝙎𝙞𝙜𝙣𝙞𝙣𝙜 & 𝘼𝙘𝙘𝙚𝙥𝙩𝙖𝙣𝙘𝙚 Get customer signatures electronically - no more asking the customer to print out the PDF, sign it, and then email it back to you. 𝘾𝙤𝙡𝙡𝙚𝙘𝙩 𝘾𝙧𝙚𝙙𝙞𝙩 𝘾𝙖𝙧𝙙 / 𝘼𝘾𝙃 𝙋𝙖𝙮𝙢𝙚𝙣𝙩𝙨 Collect deposits, progress payments, balances or the full amount of the quote. QuoteWerks supports over 80 gateways - use your existing gateway. 𝙆𝙣𝙤𝙬 𝙒𝙝𝙚𝙣 𝙌𝙪𝙤𝙩𝙚𝙨 𝙖𝙧𝙚 𝙑𝙞𝙚𝙬𝙚𝙙 Ever wonder what happens to your quote after you sent it? How often has a customer asked for a discount and you've wondered if they have even looked at the proposal yet? Get notified with QuoteWerks! 𝘽𝙚𝙖𝙪𝙩𝙞𝙛𝙪𝙡, 𝘽𝙧𝙖𝙣𝙙𝙚𝙙 𝙌𝙪𝙤𝙩𝙚𝙨 & 𝙋𝙧𝙤𝙥𝙤𝙨𝙖𝙡𝙨 Brand your sales quotes and proposals with beautiful and professional layouts. Include important documents such as SOW’s, terms and conditions and contracts. Create stunning presentations. 𝙎𝙩𝙖𝙣𝙙𝙖𝙧𝙙𝙞𝙯𝙚 𝙋𝙧𝙞𝙘𝙞𝙣𝙜 & 𝙒𝙤𝙧𝙠𝙛𝙡𝙤𝙬𝙨 Create item lists, templates, and bundles to standardize your company’s product and service offerings in a simple and efficient workflow for document creation. 𝘾𝙚𝙣𝙩𝙧𝙖𝙡𝙞𝙯𝙚𝙙 𝙌𝙪𝙤𝙩𝙚 𝙎𝙩𝙤𝙧𝙖𝙜𝙚 Store and manage all of your documents in a central, searchable location to easily find existing documents. Filter by date, company, sales rep, and much more.