要求
HubSpot 计划 HubSpot 帐户权限 - 查看必要帐户权限
访问类型 Shared QuoteWerks 订阅 - QuoteWerks Professional Edition Subscription、QuoteWerks Corporate Edition Subscription或QuoteWerks Professional Edition License 计划
概览
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.
功能
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.
应用程序功能
共享数据
Contacts | ||
Products | ||
Quote |
评论
- 2026年3月16日
好产品，但不适合我
这是概念验证的一部分，目的是了解 QuoteWerks 与 Commerce Hub 和其他系统的优势，找到最适合我们业务的系统。对我来说，QuoteWerks 虽然有一些很好的功能，对某些企业也很适用，但用户体验缓慢、笨拙，一点也不直观。它很难配置，经常出现故障，而且外观很不美观--如果你喜欢windows 95的界面，那么这款产品就很适合你。Quotewerks 只需更新用户界面，使其看起来不再像 30 年前的界面，就能从中受益匪浅。
供应商和 Etilize 的原生插件是一大优势，因为它不需要定制开发
网页界面的速度慢得令人恼火--完全登录平均需要一分钟左右，有时甚至更长！在工具的各个部分之间移动需要一些时间，保存报价甚至设置用户--真的很难确定你点击的东西是否真的发生了。我的一位同事就遇到过这样的情况，他不确定自己是否点击了什么，然后又点击了一次。系统出了故障，把他踢了出去，显示了一条错误信息，然后当他重新登录系统时，已经创建了 5 次用户！与 HubSpot CRM 的交互需要一些时间--它的构建方式与 HubSpot CRM 不同，需要一些时间来理解如何通过正确的细节来获取我们想要的信息。如果我们继续使用该工具，就必须重新考虑如何在门户网站中构建我们的数据结构。 我们在 HubSpot 门户网站中拥有大量自定义字段，其中很多对我们的内部报告至关重要--从 QuoteWerks 中映射和提取这些自定义字段到 HubSpot 的地方非常有限，因此我们必须考虑将这些字段放置在何处，以实现一个系统的报价方法。 QW 中的审批工具很好，但对于我们想要的、针对不同产品的更为复杂的审批层来说，却非常有限。在 HubSpot 中设置集成所需的用户权限也是一个风险--虽然这可能只是暂时的，但允许用户删除对属性的访问权限是一个巨大的风险！除其他事项外。quotewerks中有些字段和版块作为集成的一部分映射到HubSpot中，但我们在HubSpot中也找不到这些字段和版块，这对我们来说也是一个问题。
Meehan, K.J.
- 2025年2月6日
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.
定价
QuoteWerks Professional Edition Subscription
US$18.33
/月Professional 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
/月Professional includes everything in
Standard, plus
QuickBooks Desktop Integration
Sage 50 US / Peachtree Integration
Opportunities Dashboard
Link to External Product Databases
Quote Synchronization
* 此处的定价仅供展示。所有价格均不包含税、奖励、折扣或其他定价变量。你应联系合作伙伴以获取最新的正确定价信息。HubSpot 对合作伙伴所提供的定价信息不承担任何责任。上次更新定价时间：2026/02/06
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