QuoteWerks

QuoteWerks

Aspire Technologies, Inc
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About

For efficient sales quotes and proposal creation, turn to QuoteWerks. QuoteWerks is a market-leading Configure-Price-Quote (CPQ) solution designed to help businesses evolve their sales process so they can sell more, faster, and easier. The solution offers seamless PSA/CRM integrations, QuickBooks and Sage 50 integrations, credit card payment processing, approval and peer review, quote labor, Word-based proposals, a powerful dashboard, and so much more.

About

Salesbuildr is a cloud-based sales platform for managed service providers (MSPs) that combines distributor catalogs and pricing with quoting, proposals and pipeline management. Sales teams can build quotes from synchronized product catalogs, apply pricing and approval rules, and send branded online proposals with customer choices and electronic signatures. Accepted quotes can sync with Autotask, ConnectWise Manage or HaloPSA, while HubSpot supports CRM synchronization. Other capabilities include recurring contracts, leasing calculations, multi-currency quoting, localized proposal content, prospecting, whitespace analysis to identify service gaps across customer accounts, and a branded storefront for self-service ordering. A public REST API and webhooks support custom integrations. Salesbuildr is designed for MSP sales teams managing distributor-sourced products and services, recurring agreements and customer opportunities.

Platforms Supported

Windows Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Companies across all industries, including IT Solution Providers, VARs, Managed Service Providers (MSPs), AV/Security Integrators, Custom Integrators, Manufacturers, and Manufacturer Reps

Audience

Managed service providers (MSPs), IT resellers, VARs and their sales teams

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Supported
Online Supported

API

Offers API Not Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

No images available

Pricing

$199.00/one-time/user
Standard edition - starts at $199 per license
Professional edition - starts at $269 per license
Corporate edition - starts at $399 per license
Free Version Not Supported
Free Trial Supported

Pricing

$329/month
Standard is $329/month with a 12-month minimum term and includes 3 users and up to 6 distributor integrations. Additional users are $65/month each. A one-time $1,099 onboarding fee applies. API access is included with the Premium plan.
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Company Information

Aspire Technologies, Inc
Founded: 1993
United States
www.quotewerks.com

Company Information

Salesbuildr
Founded: 2021
Netherlands
www.salesbuildr.com

Alternatives

ConnectWise CPQ

ConnectWise CPQ

ConnectWise

Alternatives

ConnectWise CPQ

ConnectWise CPQ

ConnectWise
Experlogix CPQ

Experlogix CPQ

Experlogix
Quoter

Quoter

Quoter Software
Infor CPQ

Infor CPQ

Infor

Categories

CPQ Supported
Order-to-Cash Supported
Quote-to-Cash Supported
Quoting Supported

Categories

Quoting Supported

Proposal Management Features

Automatic Formatting Supported
Calendar Management Not Supported
Collaboration Supported
Contact Management Supported
Content Repository Supported
Document Management Supported
Electronic Signature Supported
Knowledge Library Supported
Pipeline Management Supported
Requirements Management Supported
Revision Management Supported
RFP Management Supported
Task Management Not Supported
Templates Supported
Version Control Supported

Quoting Features

Automated Quoting Supported
Catalog Management Supported
Client Portal Supported
Contact Management Supported
Customer Accounts Supported
Customizable Branding Supported
Discount Management Supported
Forms Creation Supported
Pricing Management Supported
Product Configurator Supported
Proposal Management Supported

CPQ Features

2D Drawing Not Supported
3D Modeling Not Supported
Approval Workflow Supported
eCommerce Supported
Guided Selling Supported
Product Configurator Supported
Proposal Generation Supported
Quotes / Estimates Supported
Renewal Management Supported
Self Service Portal Not Supported

Proposal Management Features

Automatic Formatting Supported
Calendar Management Not Supported
Collaboration Supported
Contact Management Supported
Content Repository Supported
Document Management Supported
Electronic Signature Supported
Knowledge Library Not Supported
Pipeline Management Supported
Requirements Management Not Supported
Revision Management Supported
RFP Management Not Supported
Task Management Not Supported
Templates Supported
Version Control Supported

Quoting Features

Automated Quoting Supported
Catalog Management Supported
Client Portal Supported
Contact Management Supported
Customer Accounts Supported
Customizable Branding Supported
Discount Management Supported
Forms Creation Supported
Pricing Management Supported
Product Configurator Supported
Proposal Management Supported

Integrations

Act! Supported
Amazon EC2 Supported
Autotask PSA Not Supported
BrightGauge Supported
CloudRadial Supported
Codeless Platforms Alerting Software Supported
Datto RMM Supported
DeskDirector Supported
Gmail Supported
Kaseya BMS Supported
Kaseya VSA Supported
Maximizer CRM Supported
Microsoft Azure Supported
Microsoft Excel Supported
RangerMSP Supported
Rev.io PSA Supported
Sage 50 Supported
Salesforce Supported
Strategy Overview Supported
Wise-Pay Supported

Integrations

Act! Not Supported
Amazon EC2 Not Supported
Autotask PSA Supported
BrightGauge Not Supported
CloudRadial Not Supported
Codeless Platforms Alerting Software Not Supported
Datto RMM Not Supported
DeskDirector Not Supported
Gmail Not Supported
Kaseya BMS Not Supported
Kaseya VSA Not Supported
Maximizer CRM Not Supported
Microsoft Azure Not Supported
Microsoft Excel Not Supported
RangerMSP Not Supported
Rev.io PSA Not Supported
Sage 50 Not Supported
Salesforce Not Supported
Strategy Overview Not Supported
Wise-Pay Not Supported
Claim QuoteWerks and update features and information
Claim QuoteWerks and update features and information
Claim Salesbuildr and update features and information
Claim Salesbuildr and update features and information