Streamline Your Sales Process with QuoteWerks Web CRM
QuoteWerks Web is a powerful cloud-based quoting solution designed to optimize your sales workflow and boost productivity. With QuoteWerks Web, you can easily create, manage, and track all your quotes and opportunities in one central hub accessible from anywhere.
Key Features:
- Intuitive drag-and-drop quote builder with custom templates - Easily build professional quotes with your branding and products/services using our flexible template designer.
- Contact and company management - Organize all your prospects and customers in one CRM, with robust tracking and profiling tools.
- Opportunity pipeline view - Visualize your sales funnel with Kanban boards to monitor deals from lead to close.
- Product catalogue and price lists - Centralize your products, services, and pricing for quick quoting.
- Team collaboration - Share quotes and opportunities with teammates and collaborate using comments and tasks.
- Mobile access - Manage your pipeline on-the-go with native iOS and Android apps.
Key Benefits:
- Close deals faster - Create quotes in minutes versus hours with quick product selection and pricing.
- Improve sales efficiency - Standardize your process with quoting best practices pre-configured.
- Enhance teamwork - Collaborative tools connect your sales reps and managers.
- Access from anywhere - Mobile access keeps your team connected in and out of the office.
- Gain customer insights - Robust quote KPIs provides deeper understanding of prospects.
- Scale your business - Built-in tools accommodate your growth from SMB to enterprise.
With QuoteWerks Web CRM, you get complete control over your sales process to close more deals, faster. Sign up for a free trial today!
Key Features:
- Intuitive drag-and-drop quote builder with custom templates - Easily build professional quotes with your branding and products/services using our flexible template designer.
- Contact and company management - Organize all your prospects and customers in one CRM, with robust tracking and profiling tools.
- Opportunity pipeline view - Visualize your sales funnel with Kanban boards to monitor deals from lead to close.
- Product catalogue and price lists - Centralize your products, services, and pricing for quick quoting.
- Team collaboration - Share quotes and opportunities with teammates and collaborate using comments and tasks.
- Mobile access - Manage your pipeline on-the-go with native iOS and Android apps.
Key Benefits:
- Close deals faster - Create quotes in minutes versus hours with quick product selection and pricing.
- Improve sales efficiency - Standardize your process with quoting best practices pre-configured.
- Enhance teamwork - Collaborative tools connect your sales reps and managers.
- Access from anywhere - Mobile access keeps your team connected in and out of the office.
- Gain customer insights - Robust quote KPIs provides deeper understanding of prospects.
- Scale your business - Built-in tools accommodate your growth from SMB to enterprise.
With QuoteWerks Web CRM, you get complete control over your sales process to close more deals, faster. Sign up for a free trial today!
QuoteWerks Web Features and FunctionalityOpen Documents
Info SheetCreate Documents
Quote Delivery - You can use all your same fpc layout files and word documents to generate output in QuoteWerks Web.
- You can open any document in the QuoteWerks database.
- Security restrictions are applied, so you can only open quotes that you have access to.
- If you only have read-only access to a quote then you will only be able to open it in read-only mode.
- You can make changes to the quote information on the tabs and the document items and save those changes.
- All security restrictions are obeyed, so if you do not have the access right to modify any particular field or cell it will be honored.
- The links tab is viewable.
- The QuoteValet tab is available showing quote activity and has buttons for displaying the quote on QuoteValet
- You can lock or unlock the document
- All drop down lists like DocStatus, SalesRep, PreparedBy, etc are populated.
- The F2lookup feature is supported in the fields
- You can add new line items manually to the quote.
- You can insert new line items manually into the quote. You can even insert them inside existing groups.
- You can set the Line Item Properties and Line Item Attributes
- You can set the deposit amount
- You can set the shipping amount (minus the real-time shipping options)
- You can change the DocType
- You can move single or multiple lines in the quote, by cutting and pasting or using drag and drop (watch a video)
Info SheetCreate Documents
- You can create new blank documents
- You can create a new document from a template
- You can search for and retrieve contact information from the built-in QuoteWerks contact database.
- You can search for and retrieve contact information from Autotask, ConnectWise Manage, Google Contacts, HubSpot CRM, Kaseya BMS, Microsoft Dynamics CRM, salesforce.com, SugarCRM, and Zoho CRM contacts.
- Contact Integrations for web based CRMs/PSAs
- The full ConnectWise integration is supported including retrieving contacts, writing Sales Opportunities, Tickets, and more.
- The full Autotask integration is supported including retrieving contacts, writing Sales Opportunities, Quotes, and more.
- The full salesforce.com integration is supported including retrieving contacts, writing Sales Opportunities, products, and more.
- The full Microsoft Dynamics CRM integration is supported including retrieving contacts, writing Sales Opportunities, calls, and more.
- The full Kaseya BMS integration is supported including retrieving contacts, writing Sales Opportunities, and more.
- The full HubSpot CRM integration is supported including retrieving contacts, writing Deals (Sales Opportunities), Documents, and more.
- The full Zoho CRM integration is supported including retrieving contacts, writing Deals (Sales Opportunities), Documents, and more.
- The basic SugarCRM integration searches and retrieves contacts.
- The basic Google Contacts integration searches and retrieves contacts.
- You can search for, display, and use products from native product databases, including from folders.
- You can search Etilize/content server/real-time P&A for distributor products.
- You can use Bundles to add groups or kits of items to your document.
- You can use the Configurator to add Products, Services, and Bundles to your quote - reducing training costs and mistakes.
- You can Import Products into new or existing QuoteWerks Product databases.
- You can Add New, Edit Existing, and Delete Products in your native QuoteWerks Product sources.
- You can use Paste Special to easily add products and services into your document.
- Use the Quote Importer to retrieve quotes from your Vendors and Distributors like Dell, Ingram Micro, TD Synnex, and more
Quote Delivery - You can use all your same fpc layout files and word documents to generate output in QuoteWerks Web.
- You can preview quotes
- You can print quotes
- You can email quotes
- You can upload quotes to QuoteValet
- You can see and refresh leasing information on the Sale Info tab.
- You can request Peer Reviews.
- You can request Quote Approvals.
- Label customizations on the quote tabs are applied.
- Refresh Best and Latest Pricing for items on the Quote Workbook.
- Modify Site-Wide settings (Tools->Options) for QuoteWerks Desktop and QuoteWerks Web.
- Modify User Preferences (Tools->My Preferences) for QuoteWerks Desktop and QuoteWerks Web.
- Label customizations for all the fields on the main quote tabs are applied.
- Column heading customizations on the DocumentItems tab are applied.
- All line item coloring and styling and formatting is applied.
- Vendor Maintenance - Create, Edit, and Delete Vendors
- Multi-Factor Authentication can be enabled per user and is authenticated via Authenticator Apps (Google, Microsoft, etc), Duo for Multifactor Authentication (MFA), and text message 2FA capability.
- Single Sign On Authentication available for Microsoft Azure SSO (Single Sign On).
- Create new RFQ Documents (Submit Bid Requests to Vendors)
- View existing VendorRFQs