For 2 years in a row, we have been one of QuoteWerks "Top 10 Partners".
We've seen many QuoteWerks installations, and have worked with customers to determine the best way to work QuoteWerks into their business processes.
Our "hands on" approach gets you through implementation, configuration, and daily process management without leaving you feeling abandoned or lost.
We have a Team Approach when we work with our clients: We get to know your business and specific needs, and we work together with you to make your Quoting software work for you.
We built MasterMine for QuoteWerks, the perfect toolset for managing QuoteWerks and its users via Microsoft Excel®.
A simple, yet powerful, design provides sales reps with an efficient and easy way to create, deliver, and track customer interactions to close.
Peer and management approval workflows ensure every document created in QuoteWerks is accurate and consistent to reduce errors and misquotes.
Industry leading CRM and Accounting integrations will transfer your important sales data between QuoteWerks and your already deployed solutions.
Get customer signatures electronically - no more asking the customer to print out the PDF, sign it, and then email it back to you.
Collect deposits, progress payments, balances or the full amount of the quote. QuoteWerks supports over 80 gateways - use your existing gateway.
Ever wonder what happens to your quote after you sent it? How often has a customer asked for a discount and you've wondered if they have even looked at the proposal yet? Get notified with QuoteWerks!
Brand your sales quotes and proposals with beautiful and professional layouts. Include important documents such as SOW’s, terms and conditions and contracts. Create stunning presentations.
Create item lists, templates, and bundles to standardize your company’s product and service offerings in a simple and efficient workflow for document creation.
Store and manage all of your documents in a central, searchable location to easily find existing documents. Filter by date, company, sales rep, and much more.