QuoteWerks
Sales Quoting and Proposal Solution
Criado por - Aspire Technologies, Inc.
Instalações - mais de 300 instalações
Avaliação 5
(2)
Requisitos
Plano da HubSpot Permissões da conta da HubSpot - Ver permissões de conta necessárias
Assinatura QuoteWerks - QuoteWerks Professional Edition Subscription, QuoteWerks Corporate Edition Subscription ou QuoteWerks Professional Edition License planos
Visão geral
1/3 - Use HubSpot CRM Products and Services in QuoteWerks
Create Winning Quotes and Proposals
Use QuoteWerks, sales quoting and proposal software solution, as a tool in your CPQ and Quote-to-Cash sales process.
Enhance your HubSpot CRM quoting experience by integrating QuoteWerks as your CPQ software solution to streamline the quote and proposal process, giving you a better chance to win every opportunity and deal.
How QuoteWerks Integrates with HubSpot CRM
- QuoteWerks leverages your existing HubSpot CRM Contacts
- Automatically creates and updates HubSpot CRM Deals
- Creates products and Services in HubSpot CRM and attaches them to your Deals
- Recurring items flow seamlessly into your HubSpot CRM Deals
- Use your HubSpot CRM Products & Services in your QuoteWerks Quotes
- Attaches PDFs to HubSpot CRM so people in your organization without QuoteWerks can view quotes
Both QuoteWerks Desktop and QuoteWerks Web integrate with HubSpot CRM.
Recursos
Sales Pipeline Transparency
A simple, yet powerful, design provides sales reps with an efficient and easy way to create, deliver, and track customer interactions to close.
Reduce Errors & Misquotes
Peer and management approval workflows ensure every document created in QuoteWerks is accurate and consistent to reduce errors and misquotes.
Know When Quotes are Viewed
Ever wonder what happens to your quote after you sent it? How often has a customer asked for a discount and you've wondered if they have even looked at the proposal yet? Get notified with QuoteWerks!
Electronic Signing & Acceptance
Get customer signatures electronically - no more asking the customer to print out the PDF, sign it, and then email it back to you.
Collect Credit Card / ACH Payments
Collect deposits, progress payments, balances or the full amount of the quote. QuoteWerks supports over 80 gateways - use your existing gateway.
Funcionalidade do aplicativo
Dados compartilhados
Contacts | ||
Products | ||
Quote |
Avaliações
- 6 de Fev de 2025
Working great
We like the ability to tie our quotewerks activity back to our HubSpot deals, and save a copy of the quote in HubSpot. It took some effort to get set up, but has been working well for a few weeks now.
Capturing more deal activity in HubSpot without extra sales rep effort
None so far
Tosolt, J.
- 25 de Ago de 2022
Love how easy it is to use QuoteWerks and HubSpot
Workes like a charm and is now so easy to follow-up with an oppertunity and have the documentation where you need it.
USing QuoteWerks for all of our quotations to customers. Nice to have this linked to HubSpot now for tracking and following up
Neumann, K.
Medicina e bem-estar - 2 a 5 funcionários
QuoteWerks Professional Edition Subscription
US$ 18,33
/mêsProfessional includes everything in
Standard, plus
QuickBooks Desktop Integration
Sage 50 US / Peachtree Integration
Opportunities Dashboard
Link to External Product Databases
Quote Synchronization
QuoteWerks Professional Edition Subscription
US$ 18,33
/mêsProfessional includes everything in
Standard, plus
QuickBooks Desktop Integration
Sage 50 US / Peachtree Integration
Opportunities Dashboard
Link to External Product Databases
Quote Synchronization
* O preço aqui é apenas para fins de exibição. Todos os preços não incluem impostos, incentivos, descontos ou outras variáveis de preços. Você deve entrar em contato com o parceiro para obter informações mais atualizadas e precisas. A HubSpot não se responsabiliza por essas informações de preços, que são fornecidas pelos nossos parceiros. Preços atualizados pela última vez: 06/02/2026
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