QuoteWerks Features

Based on 91 QuoteWerks reviews and verified by the G2 Product R&D team. Allows users to search, filter, sort and select items to be added to quote

Based on 63 QuoteWerks reviews and verified by the G2 Product R&D team. Based on answering questions about customers the configurator automatically selects the best fit products

Based on 76 QuoteWerks reviews and verified by the G2 Product R&D team. Rules ensure that users select only compatible options and that all required items are included

Based on 84 QuoteWerks reviews and verified by the G2 Product R&D team. Pricing is displayed during configuration process so that users can quickly see how configuration changes impact the price

Based on 76 QuoteWerks reviews and verified by the G2 Product R&D team. Images can be displayed of options to enable users to visualize product options as it is being configured

Based on 90 QuoteWerks reviews and verified by the G2 Product R&D team. Ability to support multiple pricing models for one-time, recurring, and other items

Based on 94 QuoteWerks reviews and verified by the G2 Product R&D team. Ability to manage discounts at quote and line level; ability manage discounts based on volume and customer agreements

As reported in 70 QuoteWerks reviews. Allows rules to be written in commercial process so that users don't make errors in pricing, terms, and other commercial considerations

Ensure that users automatically include the right terms based on items being quoted This feature was mentioned in 80 QuoteWerks reviews.

Based on 68 QuoteWerks reviews and verified by the G2 Product R&D team. Users can submit quotes, contracts, etc for approval and obtain appropriate approvals quickly

Based on 67 QuoteWerks reviews and verified by the G2 Product R&D team. Allows users to renew existing contracts based on contracted pricing and existing assets already owned

Based on 89 QuoteWerks reviews and verified by the G2 Product R&D team. Ability to easily group items on quotes; apply and manage discounts and pricing by group

Based on 81 QuoteWerks reviews and verified by the G2 Product R&D team. Provides abilty for versions to expire, allows users to create new versions, revert to old versions and track changes from version to version

Based on 92 QuoteWerks reviews and verified by the G2 Product R&D team. Generate professional proposals with desired branding, product descriptions, pricing, terms, and visuals in desired format (pdf, xls, word)

Based on 73 QuoteWerks reviews and verified by the G2 Product R&D team. Enables users to seemlessly convert quotes to orders with appropriate validations, workflow, and integration

Based on 63 QuoteWerks reviews and verified by the G2 Product R&D team. Ability to convert accepted quotes into contracts; set up of required assets and contracts

Based on 50 QuoteWerks reviews and verified by the G2 Product R&D team. Easily build and maintain configurator; flexibility to easily embed all desired business logic

Based on 47 QuoteWerks reviews and verified by the G2 Product R&D team. Can easily build and maintain pricing logic required by business

Based on 38 QuoteWerks reviews and verified by the G2 Product R&D team. Easily build and maintain workflows, misc commercial fields, commercial rules

Based on 43 QuoteWerks reviews and verified by the G2 Product R&D team. Ability to easily build, update, customize, and maintain quotes, contracts, and other document outputs

Based on 51 QuoteWerks reviews and verified by the G2 Product R&D team. Supports users working on a mobile devide (phone and/or tablet)

Based on 63 QuoteWerks reviews and verified by the G2 Product R&D team. Provides functionality for channel partners to configure, price, quote and buy products in a self service environment

Based on 52 QuoteWerks reviews and verified by the G2 Product R&D team. End customer users can configure, price, and buy products in a self service environment online

Based on 47 QuoteWerks reviews and verified by the G2 Product R&D team. CRM integration is flexible and easy to maintain

Based on 32 QuoteWerks reviews and verified by the G2 Product R&D team. System provides API's that can be used to easily integrate to financial and other 3rd party systems

Based on 23 QuoteWerks reviews and verified by the G2 Product R&D team. System support multiple currencies and languages to enable business in multiple countries

Based on 47 QuoteWerks reviews and verified by the G2 Product R&D team. Provides ability for very large quotes, number of products, users, rules, required by enterprise level customers

Based on 39 QuoteWerks reviews and verified by the G2 Product R&D team. Easily generate desired reports and dashboard on configurations, pricing, and quoting

ERP integration is flexible and easy to maintain

Based on 118 QuoteWerks reviews and verified by the G2 Product R&D team. Define fields to pull in dynamic information.

Based on 119 QuoteWerks reviews and verified by the G2 Product R&D team. Easily assemble custom fields and variables into reusable templates to automate the proposal creation process.

Based on 99 QuoteWerks reviews and verified by the G2 Product R&D team. How well the platform supports images, audio, and video in proposals.

Based on 90 QuoteWerks reviews and verified by the G2 Product R&D team. Create adaptive online documents for view via browser or mobile device.

Based on 116 QuoteWerks reviews and verified by the G2 Product R&D team. Create attractive PDF versions of proposals.

Based on 113 QuoteWerks reviews and verified by the G2 Product R&D team. Brand proposals and the application's portal with your company's logos and branding.

Based on 102 QuoteWerks reviews and verified by the G2 Product R&D team. Easily search for and add elements to a proposal.

Based on 81 QuoteWerks reviews and verified by the G2 Product R&D team. Multiple users can edit a single document.

Based on 82 QuoteWerks reviews and verified by the G2 Product R&D team. Automate workflows by routing documents to the correct individuals for adding content and approval.

Based on 78 QuoteWerks reviews and verified by the G2 Product R&D team. Track who is looking at proposals and how often or for how long.

Based on 76 QuoteWerks reviews and verified by the G2 Product R&D team. Find out which pieces of content are performing best.

Based on 88 QuoteWerks reviews and verified by the G2 Product R&D team. Access pre-built and custom reports and dashboards on proposal volume and acceptance.

Based on 104 QuoteWerks reviews and verified by the G2 Product R&D team. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

Based on 91 QuoteWerks reviews and verified by the G2 Product R&D team. Program in-app and email notifications for approval milestones or actions.

Based on 98 QuoteWerks reviews and verified by the G2 Product R&D team. Push and pull data from CRM to build proposals and update statuses with clients.

Based on 74 QuoteWerks reviews and verified by the G2 Product R&D team. Couple accepting proposals and signing contracts together in one workflow.

Based on 72 QuoteWerks reviews and verified by the G2 Product R&D team. Push and pull data from quote applications to build proposals.

Based on 83 QuoteWerks reviews and verified by the G2 Product R&D team. Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications.

As reported in 10 QuoteWerks reviews. Ability to create custom quotes based on customer requirements.

Based on 10 QuoteWerks reviews. Allows users to configure products and revise quotes accordingly.

As reported in 10 QuoteWerks reviews. Provide standard pricing options that can be customized by customer.

Deliver standard contract templates that can be modified by users. This feature was mentioned in 10 QuoteWerks reviews.

Track contract changes made by all parties during negotiation. This feature was mentioned in 10 QuoteWerks reviews.

Implement the final version of the contract, including SLAs.

Monitor invoices and payments per product, customer, or contract. 10 reviewers of QuoteWerks have provided feedback on this feature.

Match invoices with sales orders, quotes, and contracts. This feature was mentioned in 10 QuoteWerks reviews.

Perform revenue recognition to ensure that pricing or payment terms are accurate. 10 reviewers of QuoteWerks have provided feedback on this feature.

Allows users to generate text based on a text prompt.

Generate personalized quotes and proposals that corresponds with each customer's tailored preferences and buying behavior

Analyzes data to suggest price adjustments instantly based on competitor pricing, demand, market prices, production costs, and other factors

Enhances guided selling by learning customer preferences and suggesting the most suitable products and services based on their individual needs