| Price | Starting at just $269.00 |
|---|---|
| Rating | 4.3/5 based on 181 reviews on G2 |
| Business Function | |
| Industry | |
| Compatibility | QuickBooks Pro | QuickBooks Premier | QuickBooks Enterprise | Sage | HubSpot | GoldMine | Salesforce |
| Developer | Aspire Technologies, Inc. |
QuoteWerks is a quote and proposal management software solution that optimizes your sales process through automation. It integrates the quoting mechanism with your CRM and accounting software to give you a complete sales procurement and order fulfillment platform.
With QuoteWerks, you can create innovative and visually appealing quotations and proposals with your brand logo. You can also create interactive quotes with options and send them to your customers digitally for e-signatures.
Moreover, you can adjust the margins in the quote of a single item or the entire group. Customer information can be easily fetched from the CRM that QuoteWerks integrates with. You can also create approval workflows to get managers to review the quotes before sending them out to customers.
After a quote is accepted, QuoteWerks creates these into an order. It integrates seamlessly with QuickBooks Desktop to sync documents with sales orders, purchase orders, invoices, and estimates, eliminating errors and ensuring a seamless accounting process.
Offers a series of dashboards, such as summary, opportunities, and payments dashboards, giving ultimate visibility and insights into your sales process.
QuoteWerks supports integration with various accounting CRM/PSA, vendor, and payment platforms, such as Sage and QuickBooks, helping enhance the sales process.
Included with QuoteWerks, it allows businesses to automate the customer reorder process by providing an online form and shopping cart URL.
QuoteWerks creates appealing quotes with a brand logo and color theme. Attach documents with the quotes and create an interactive experience for customers.
QuoteWerks makes shipping convenient through its integration with FedEx and UPS. It allows users to get shipping quotes from the carriers in real-time.
QuoteWerks enhances customer satisfaction by allowing customers to select from over 80 payment gateways - ACH Payments, Authorize.net, PayFlow Link, and Opayo.
With a multi-tier security infrastructure and proactive approach, Ace Cloud Hosting ensures complete data protection against threats. We ensure security at physical, network, admin, and endpoint levels.
Choose the system resources that suit your needs. However, you can instantly scale the resources up or down with the changing business needs. You will be charged according to usage with no additional charges.
Our SLA guarantees 99.99% uptime. A robust disaster recovery system, redundant infrastructure, and best-in-class data centers ensure uninterrupted operations, irrespective of a crisis.
Hosting with us results in significant cost savings on capital IT expenses. We also handle IT upgrades, maintenance, and support, minimizing operational IT expenses.
Ace Cloud Hosting cloud environment is built on high-performance computing (HPC) servers, ensuring optimum speed. You can host as many apps as you want with as many users without any performance concerns.
Ace Cloud Hosting offers 24x7 dedicated customer support to all our customers. Reach out to us via phone, chat, or email to get all your queries resolved with utmost efficiency and minimize operation downtime.
Open QuickBooks Desktop (single-user mode) and QuoteWerks (Admin mode) simultaneously.
In QuoteWerks, go to Tools → Options → Accounting.
Select the Link Type to QuickBooks Desktop and click the Setup Link button. Set up all the settings as per your requirements.
Open QuickBooks and grant access to QuoteWerks by selecting Yes, always; allow access even if QuickBooks is not running.
