QuoteWerks is a rapid quote and proposal-generating software platform that allows businesses to generate bespoke quotes, estimates, and proposals in a matter of minutes – and deliver them to your prospects in a professional format. The application is highly configurable, which means that it can be customised to meet the specific needs of any business and align with your branding. With QuoteWerks, users can manage their entire quoting process from start to finish, including applying individual promotions and discounts for each customer. Let’s take a closer look at six ways QuoteWerks CPQ can benefit your business in 2022.
1) Streamlines The Quotation Process
QuoteWerks enables companies in every industry to create detailed quotes with speed and efficiency by streamlining the quote creation process. This allows users to configure products, pricing, and terms and conditions quickly and easily for each customer, while automating many of the manual steps that take up so much of the time involved issuing quotes. The platform also provides powerful features for managing upsells, add-ons and promotions.
2) Automation
Creating detailed quotes and proposals is notoriously time-consuming, with many steps involved to create bespoke estimates for each customer. With QuoteWerks, users can send out automated and accurate quotes and proposals in minutes, rather than hours or days. This can be a huge time saver for busy professionals who don’t have the luxury of spending hours generating quotes. Also, and crucially, this level of automation cuts the time your customers have to wait to receive quotes from you, shortening your sales cycle and keeping your leads warm.
3) Advanced Database
QuoteWerks CPQ uses an advanced cloud-based database system for easy tracking and follow-up of active quotes. The tool gives salespeople real-time visibility over when quotes have been opened, making it easy to track the status of quotes and opportunities from mobile devices, and preventing leads from getting lost.
4) Detailed Analytics and Reporting Functions
QuoteWerks features a range of powerful analytics and reporting tools that let you track important sales metrics and generate custom reports from your user dashboard. The reports are easy to read, understand and present, providing users with the information they need to make informed business decisions and sales forecasts.
5) Document Audit Trail
QuoteWerks’ document audit trail is an essential feature that gives the history of key event changes to the quotation or proposal document along with who changed it and when. This allows for better tracking and transparency in regard to the creation and management of quotes – e.g. by recording when an additional discount is applied after the original quote was issued, and the authorising person. Additionally, the audit trail ensures that sales documents are accurate and up-to-date in real time for all users, as well as providing a way to follow any changes that have been made over time.
6) Integrates With CRM, PSA and Accounting Software
QuoteWerks CPQ integrates with most leading CRM platforms (HubSpot, Zoho, MSDynamics etc), PSA applications (MSDynamics, AutoTask, etc.), and accounting packages (QuickBooks, Sage, Xero, etc.). Such integration provides a complete end-to-end solution for generating and selling profitable products and services by automating the quote-to-cash process – and it also avoids your team having to update multiple applications independently, a valuable time-saving.
Next Steps
If you’re looking for a fast and reliable quotation software platform to replace your manual processes, get in touch today to find out more about QuoteWerks. It’s a highly configurable and technical application that can help you get the job done quickly and efficiently, saving time for your sales team and customers. Quintadena are the number one reseller of QuoteWerks in the world, so contact one of our experienced team today to discuss your requirements in more detail and find out how we can help.
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