QuoteWerks Features
Configuration - cpq (5)
Product Catalog
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
Guided Selling
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
Configuration Rules
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
Price Configuration
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
Visual Configuration
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
Pricing (6)
Pricing Flexibility
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
Discounting
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
Commerical Rules
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
Terms and Conditions
Ensure that users automatically include the right terms based on items being quoted This feature was mentioned in 80 QuoteWerks reviews.
Approval Workflow
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
Renewals
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
Quoting (5)
Grouping
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
Version Control
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
Quote Document Generation
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)
Ordering
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
Contracts
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
Admin (4)
Configuration Ease of Admin
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
Pricing Administration
Based on 47 QuoteWerks reviews and verified by the G2 Product R&D team. Can easily build and maintain pricing logic required by business
Workflow Management
Based on 38 QuoteWerks reviews and verified by the G2 Product R&D team. Easily build and maintain workflows, misc commercial fields, commercial rules
Document Management
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
Channels (3)
Mobile User Support
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)
Channel Partner Support
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
eCommerce
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
Platform (6)
CRM Integration
Based on 47 QuoteWerks reviews and verified by the G2 Product R&D team. CRM integration is flexible and easy to maintain
Integration API
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
Internationalization
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
Scalability
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
Reporting and Dashboards
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
ERP integration is flexible and easy to maintain
Document Creation (6)
Customizability: Variables and Fields
Based on 118 QuoteWerks reviews and verified by the G2 Product R&D team. Define fields to pull in dynamic information.
Template Creation and Flexibility
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.
Rich Media
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.
Online Document Creation
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.
PDF Creation
Based on 116 QuoteWerks reviews and verified by the G2 Product R&D team. Create attractive PDF versions of proposals.
Custom Branding
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.
Workflow (3)
Document Builder Interface
Based on 102 QuoteWerks reviews and verified by the G2 Product R&D team. Easily search for and add elements to a proposal.
Collaborative Creation
Based on 81 QuoteWerks reviews and verified by the G2 Product R&D team. Multiple users can edit a single document.
Assembly and Approval Workflows
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.
Analytics (3)
Engagement Tracking
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.
Proposal Effectiveness Reporting
Based on 76 QuoteWerks reviews and verified by the G2 Product R&D team. Find out which pieces of content are performing best.
Reporting and Dashboards
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.
Administration and Platform (6)
User, Role, and Access Management
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.
Alerts and Notifications
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.
CRM Integration
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.
E-Signature Integration
Based on 74 QuoteWerks reviews and verified by the G2 Product R&D team. Couple accepting proposals and signing contracts together in one workflow.
CPQ Integration
Based on 72 QuoteWerks reviews and verified by the G2 Product R&D team. Push and pull data from quote applications to build proposals.
API / Integrations
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.
Customer Requirements (3)
Quoting
As reported in 10 QuoteWerks reviews. Ability to create custom quotes based on customer requirements.
Configuration
Based on 10 QuoteWerks reviews. Allows users to configure products and revise quotes accordingly.
Pricing
As reported in 10 QuoteWerks reviews. Provide standard pricing options that can be customized by customer.
Contracts (3)
Creation
Deliver standard contract templates that can be modified by users. This feature was mentioned in 10 QuoteWerks reviews.
Negotiation
Track contract changes made by all parties during negotiation. This feature was mentioned in 10 QuoteWerks reviews.
Execution
Implement the final version of the contract, including SLAs.
Revenue (3)
Invoicing
Monitor invoices and payments per product, customer, or contract. 10 reviewers of QuoteWerks have provided feedback on this feature.
Matching
Match invoices with sales orders, quotes, and contracts. This feature was mentioned in 10 QuoteWerks reviews.
Recognition
Perform revenue recognition to ensure that pricing or payment terms are accurate. 10 reviewers of QuoteWerks have provided feedback on this feature.
Generative AI (1)
AI Text Generation
Allows users to generate text based on a text prompt.
Generative AI - cpq (3)
Dynamic Quoting
Generate personalized quotes and proposals that corresponds with each customer's tailored preferences and buying behavior
Dynamic Pricing
Analyzes data to suggest price adjustments instantly based on competitor pricing, demand, market prices, production costs, and other factors
Personalized Sale Recommendations
Enhances guided selling by learning customer preferences and suggesting the most suitable products and services based on their individual needs
Technology Glossary Features
View definitions of the features and discover new technology terms.
A document builder is a software application that is used to create text-based documents.
Approval workflow is a business practice in which individuals must approve data or tasks at specific points in a process. Learn more about approval workflows, their best practices, and how businesses can use workflow automation to ease the process.





