Web based estimating software is rapidly growing in popularity and with the cloud infrastructure market having grown by 35% year-on-year, more and more businesses are deciding to make the switch to online solutions. If you’re one of those organisations that may be on the fence about whether to take this step or not, we’ve put together this guide to let you know how you can use QuoteWerks online for your quoting needs and the top benefits:
How Can You Access QuoteWerks Online?
You can access QuoteWerks online through QuoteWerks Web which is the powerful browser-based version of the platform and lets your team create and access quotes wherever they’re working from. You can use it either alongside your Desktop setup or as a move to an entirely browser-based quoting system.
Web-based quoting software brings centralised quoting to teams who can work collaboratively in real time without the need for version control or updates back at the office.
What Are the Benefits of Using QuoteWerks Online?
Collaborate with your Team Remotely
Using QuoteWerks online means you can access and create quotes in all web browsers which is perfect for remote teams or on-the-job sales reps who need access to the full functionality of the product.
Desktop versions typically rely on a local Windows-based computer to operate. The Web version on the other hand works across Apple, Microsoft and Android operating systems wherever you are.
It’s Easy to Start Using
If you are concerned about moving to a new system and the time it takes to become familiar with where things are, the platform’s web-based version makes this easy by retaining the desktop-style interface, or you can change to the newer mobile-friendly interface.
When onboarding new users, the Web version means no desktop is required. New users simply access QuoteWerks online through a secure web environment.
Modules and Integrations
Modules and integrations are what set the platform apart, and accessing QuoteWerks online is no different. Just like the Desktop version, QuoteWerks Web integrates with a wide variety of CRMs including HubSpot and Salesforce, to generate accurate quotes from customer information. This produces seamless communication between software and reduces user input errors.
Additionally, integration with QuoteValet makes quote acceptance an effortless process when combined with CRM for a truly exceptional sales operation.
Quintadena offers several custom apps to further extend QuoteWerks’ online capabilities, including bespoke add-ons to make your CPQ software meet your business needs completely. For these to run, you will need to maintain at least one version of Desktop alongside QuoteWerks Web.
Web Exclusive Features
Accessing QuoteWerks online now offers the same core functionality as the platform’s Desktop version with additional exclusive features such as a layout designer for branded, professional-looking quotes and an AI-powered Scripting Manager to customise automatic workflow processes. All this reduces manual administration for repetitive tasks and improves the customer experience.
Automatic updates to QuoteWerks Web also simplify IT software management by removing the need for local machine updates, resulting in less IT maintenance. With this and your maintenance package with Quintadena, you know that your QuoteWerks is fully supported.
QuoteWerks is adding new features to their Web version based on customer feedback to continuously improve the usability CPQ web experience through their regular build releases.
Can Existing Desktop Users Switch to QuoteWerks Web?
Yes. Moving your existing Desktop version to QuoteWerks Web is possible. There are two ways to implement this change:
Fully Moving Your Quoting Process Online
For businesses that want to move to a web-based quoting software, migrating your data brings your existing Desktop templates and automations into QuoteWerks’ online version.
Quintadena can work with you to project manage your migration to a fully tested browser model. Once you are comfortable, the Desktop version is turned off and your CPQ software can be fully web-based.
Use Online Quoting Alongside Desktop
For businesses that are not ready to migrate completely or have bespoke integrations, the Web solution can be an extension to your Desktop version. This enables browser-based access for remote quoting for your remote teams, whilst retaining your existing data, integrations and workflows within the Desktop version.
Using the hybrid option helps your teams to transition to QuoteWerks’ online version through a phased approach which can be a great option as it gives your team time to adapt without disrupting your workflow.
If you’re keeping the Desktop version alongside using QuoteWerks online, you’ll only need enough web licences for the number of people using the online version at the same time.
Does Quintadena Offer Modules and Integrations When Accessing QuoteWerks Online?
Yes, Quintadena continues to offer both QuoteWerks integrations and bespoke add-ons, which integrate with your QuoteWerks Web system to extend functionality to meet your business needs. For bespoke add-ons, you will need to maintain at least one desktop version for these to run.
Quintedena are experts in creating bespoke integrations and have recently created the world’s first customer-ready QuoteWerks Web add-on, which creates validation rules for businesses without the need to code. Our knowledgeable team can work with you to implement tailored solutions which meet your unique business needs.
Ready to Use QuoteWerks Online? Talk to Quintadena
Quintadena is the market world leader in QuoteWerks Web and can build a fully customisable, web-based quoting software to support your business sales force in the office or remotely.
If you are considering moving your QuoteWerks online through the Web version or a hybrid solution, contact our team online or call 0121 669 1109 to find the best way to bring remote quoting to your business.
