QuoteWerks

Configure products, control pricing, and send quotes customers can accept online

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Meet QuoteWerks

QuoteWerks helps businesses prepare quotes and proposals for configurable products and services. Sales teams can assemble an offer, revise it, and follow its status in a shared system. Pricing rules, margin controls, and approval workflows govern what is sent to a customer.

Customers can review the proposal online, approve and sign it, and pay through supported options. Purchasing, procurement, and receiving tools connect the accepted offer with the work that follows. Integrations link quoting with other business software, while dashboards and reports show quoting activity. A team can trace an offer from preparation through acceptance and into the corresponding procurement process.

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Product details

Status
Launched
Category
Sales & CRM
Listed

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