QuoteWerks

QuoteWerks

by Aspire Technologies

The leading sales quoting and proposal solution provides flexible templates and access to prices directly from selected vendors.

Manage contracts

App screenshot
App screenshot
App screenshot
App screenshot
App screenshot

Description

QuoteWerk’s sales quoting and proposal solution integrates with Pipedrive via TanamiGold by Gold Rush Technology.

QuoteWerks provides flexible quoting and proposal templates. It also gives users direct access to the prices of some vendors, existing accounting or other databases.

QuoteValet delivers quotes as online shopping carts that include online acceptance and immediate payment options, so you know when your prospect views your quote.

Leasing, recurring billing, bundles and a quote configurator are just some of the available features.

TanamiGold provides full bi-directional integration between QuoteWerks and Pipedrive. Look up your contacts in Pipedrive, add them to the quote and link them to a deal. If a deal does not already exist, you can create one when you save the quote. Select which address appears on “Sold To”, “Ship To” or “Bill To”. Map fields both ways, so you transfer information to QuoteWerks when you add contacts to a quote. Transfer information to Pipedrive when you save your quote.

When saving your quote, you can update the deal, pipeline stage, close date, probability, deal value and status. Add/edit/delete activities on your deal. Add notes and pin them to the deal.

When printing/emailing your quote, upload the PDF version of the quote to your deal. QuoteWerks is fully customizable and works with a wide range of industries. Deliver quotes or full proposals in minutes and spend more time working on sales.

Installation instructions

QuoteWerks is a desktop application. Gold Rush Technology is a QuoteWerks Top 10 Solution partner and can provide a complete proposal for your implementation. Each business is unique, so a quote customized to your specific needs is recommended.

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