Quoting software to bridge the gap between CRM and accounting.
QuoteWerks integrates and leverages the software you already own and know how to use. It centralizes your data and eliminates costly mistakes all of which ultimately saves you time and money.
STEP 2: BUILD
Quickly create quotes and streamline your sales cycle.
Search the Data
Link to products and services, import new ones, copy and paste items from outside sources.
Dive into Details
Products can include pictures, spreadsheets, URL information, descriptions and more
Reduce Training Costs
Configurator presents the sales rep with a list of products to choose from step-by-step.
Create Kits & Bundles
Group items that are commonly sold together. Items can be grouped on the fly.
Required items, such as labor, are automatically added to quotes. Hide line-items as desired
For each product, see what you've previously charged and adjust quote margins overall or by line item
STEP 5: SEND QUOTEVALET ADD-ON
Deliver interactive quotes.
Electronically deliver interactive quotes via optional QuoteValet cloud service. Customers can select options, electronically sign and accept quotes and even make payment by credit card.
- Know when quotes are viewed and accepted.
- Gain deeper insight into the sales process.
- Stay in the loop, on the go with mobile access.