The other half of CRM
Act! is a powerful CRM with a weak integrated quoting tool, and frankly seldom used. QuoteWerks solves this problem, by providing a robust, easy-to-use quoting solution with modern interactive delivery options.
QuoteWerks is a specialized application used in every industry for creating sales quotes and proposals. Rather than using Microsoft® Word® or Excel® to create your quotes and proposals, you can benefit from a tool that is purpose-built for the task of creating quotes and proposals.
QuoteWerks integrates with your Act! customer data, eliminating the need to re-type customer details into your quote, or recreate Opportunity details in Act!. Finally, quoting & pipeline management are completed in one easy step with QuoteWerks. At Keystroke, we use QuoteWerks & QuoteValet internally, and we're award winning resellers.
Why do you need QuoteWerks?
QuoteWerks will make you more efficient, more consistent, more professional, and more competitive. The content of your quote and how you present your quote is important. The quote represents not only what you are selling, but who is doing the selling. As such, your quote is an extension of your company brand and image.
First impressions are important; they can make or break deals. The quicker you can get that quote into your customers hands the better chance you have of winning their business. Bottom line; If you want to save time and money when quoting, selling, ordering, and purchasing products and services you need QuoteWerks®.
QuoteWerks & QuoteValet Videos Editions & Rates
The following QuoteWerks service tiers are displayed in annual subscription pricing. Monthly and one-time rates are also available (excluding QuoteValet). The pricing & product details are listed for information purposes only, and do not reflect any current promotional pricing that may be available.
Prices are in USD.
License count is based on daily maximum number of unique users.
This is a annual subscription.
QuoteWerks Edition Subscriptions include the UMP Subscription at no additional charge ensuring you are always eligible for the current release.
Feature Comparison by Edition
The following QuoteWerks feature comparison by tier are listed for information purposes only, and may not reflect all feature differences between the tiers, or any changes to features Aspire Technology may have made with recent updates.
Features (click to expand each category)
Subscription pricing (per user)
Annual Subscription pricing
Monthly Subscription pricing
Back end Database type
Goldmine, Maximizer, Outlook, and MS CRM
Act! for Web
Sugar, SFDC, SLFX, ConnectWise, and AutoTask
QW Built-in Contact Database
Supported Accounting Links
Peachtree/Sage 50 (US)
Quotes, Orders, and Invoices
Open Export Model
Link to External Product Services
600 Line Items per Documents
1500 Line Items per Documents
The Six Steps to selling with
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 #1 - Search
Search your customer information from your existing CRM or PSA, and pull all their contact details into the quote. You can even have different contacts for the Bill To and Ship To in cases where different employees are involved, or you're working with resellers.
Step #2 - Build the quote
- 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.
- Auto-populate Essentials: Required items, such as labor, are automatically added to quotes. Hide line-items as desired
- Set Pricing: For each product, see what you've previously charged and adjust quote margins overall or by line item
Step #3 - Review
Before a quote is sent to a customer, QuoteWerks facilitates peer reviews and quote approvals from sales managers and executives ensuring there are no mistakes and the quote is within margin. This helps with sales rep training, as well.
Step #4 - Generate
Select your branded template and determine how you’d like to present your quote to the customer. Include additional documentation such as spec sheets, literature, cover pages, contracts, disclaimers, payment terms, and more.
Your quotation is a reflection of your company, and with QuoteWerks, you'll look good, and close more
Step #5 - Send (QuoteValet add-on)
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.
- Stop the back and forth - close the sale!
- Your Sales Rep gets a free assistant!
- Be alerted when expired quotes are viewed
Step #6 - Order/Export
After a customer accepts, QuoteWerks converts the quote into an order, places the order with distributors, creates a PO and sends the order to your accounting software (requires Pro version or higher).
Exporting to your accounting software allows the creation of new customers and/or products on-the-fly, or matches them with existing. This steps is a huge time-saver once the deal is done, and reduces the likelihood of errors in order processing.
Still unconvinced QuoteWerks can transform
how you sell your products & services?
how you sell your products & services?
Dial 1-833-ACT-BOLD, or click the button below to email our sales department.