QuoteWerks CPQ

What is QuoteWerks CPQ?

QuoteWerks CPQ is the ultimate solution for creating professional and branded quotes and proposals in just minutes. Whether you're a small mom-and-pop shop or a Fortune 500 company, QuoteWerks CPQ caters to all. With a 4.5 out of 5 star rating on review sites, it's clear that QuoteWerks CPQ is the go-to software for sales quoting and proposal needs. The robust features offered by QuoteWerks CPQ ensure that your sales process is streamlined and efficient.

Reduce errors and misquotes with QuoteWerks CPQ's peer and management approval workflows, ensuring accuracy and consistency in all your documents. The integrated CRM and Accounting functionalities make data transfer seamless, saving you time and effort. With electronic signing and acceptance features, you can collect customer signatures electronically and even collect credit card and ACH payments directly through QuoteWerks CPQ.

Wondering what happens to your quotes after you send them? QuoteWerks CPQ has got you covered with notifications that let you know when your quotes are viewed. Create beautiful, branded quotes and proposals with customizable layouts and standardize pricing and workflows to streamline your sales process. With centralized document storage, you can easily manage and search for all your documents in one place, making organization a breeze.

How to Use QuoteWerks CPQ?

Step 1: Create an Account on QuoteWerks CPQ

• Visit www.quotewerks.com
• Click on 'Start Free Trial' button
• Fill in the required details such as name, email, company name, and phone number
• Verify your email address using the link sent to your registered email
• Log in to your new QuoteWerks CPQ account using the credentials you used for registration

Step 2: Configure Initial Settings

• Navigate to the 'Settings' section upon logging in
• Enter your company details and set up your business logo
• Add your company’s terms and conditions, privacy policy, and other necessary documents
• Configure your preferred currency and tax settings
• Integrate your existing CRM or Accounting software with QuoteWerks CPQ for seamless data transfer

Step 3: Create Product and Service Lists

• Go to the 'Products' section
• Click on 'Add Product' to enter individual items
• Fill in product details such as name, description, SKU, price, and cost
• Optionally, include product images, attachments, or relevant documents
• Save the product and repeat the process to add all necessary items

Step 4: Build Custom Templates and Bundles

• Navigate to 'Templates' in the QuoteWerks CPQ dashboard
• Click 'Create New Template' and design its layout
• Drag and drop items or services into the template to pre-configure frequently used setups
• Save your template and name it for easy identification
• For bundles, go to 'Bundles' and create grouped sets of products/services to streamline quoting

Step 5: Generate a Quote or Proposal

• Click on 'New Quote' or 'New Proposal' from the dashboard
• Select a customer or add a new customer if they are not already in the system
• Choose a template if you have pre-configured one, or start from scratch
• Add the desired products, services, and any applicable discounts
• Review and ensure all details are accurate
• Click 'Save and Continue'

Step 6: Send Quote/Proposal for Approval

• Navigate to the 'Approval' section
• Submit the document for peer or management approval as required
• Wait for notification of approval or necessary modifications
• If modifications are requested, make the changes and resubmit

Step 7: Deliver the Quote/Proposal to Client

• Once approved, go to your quote/proposal and choose 'Send to Client'
• Select the method of delivery: Email, PDF, or QuoteValet for online presentation
• Customize the email message if necessary and click 'Send'
• Receive notifications from QuoteWerks CPQ when the client views the document

Step 8: Collect Client Signatures

• If using QuoteValet, direct the client to the online quote to review and sign
• For PDF delivery, instruct the client to electronically sign using their preferred e-signature tool
• Receive back the signed document and proceed

Step 9: Process Payments

• Click on 'Payments' within the client's quote
• Choose between collecting deposits, progress payments, or the full amount
• Select the payment gateway from the over 80 supported gateways on QuoteWerks CPQ
• Process the transaction and receive confirmation

Step 10: Store and Manage Quotes

• Access 'Centralized Quote Storage' from the dashboard
• Use filter options to search by date, company, sales rep, etc.
• Manage and organize your quotes in a searchable, centralized location on QuoteWerks CPQ

QuoteWerks CPQ Features

Feature 1: Professional, Branded Quotes and Proposals

Create professional, branded quotes and proposals in minutes with QuoteWerks CPQ. This feature allows users to showcase their products and services in a visually appealing and professional manner.

Function Detail

• Users can choose from a variety of templates and layouts to create customized quotes and proposals.
• Include important documents such as SOW’s, terms and conditions, and contracts to provide comprehensive information to customers.
• Create stunning presentations that wow clients and help close deals faster.

Feature 2: Sales Pipeline Transparency

QuoteWerks CPQ offers a simple yet powerful design that provides sales reps with visibility into the sales pipeline. This feature helps sales teams track customer interactions and progress towards closing deals.

Function Detail

• Efficiently create, deliver, and track customer interactions within the software.
• Monitor progress through each stage of the sales pipeline to identify potential bottlenecks or opportunities for improvement.

Feature 3: Reduce Errors & Misquotes

With QuoteWerks CPQ, users can reduce errors and misquotes by implementing peer and management approval workflows. This feature ensures that every document created in the software is accurate and consistent.

Function Detail

• Set up approval workflows that require authorization from peers or managers before finalizing quotes and proposals.
• Ensure that pricing and product information are accurate by having multiple layers of review in place.

Feature 4: Integrated for Efficiency

QuoteWerks CPQ offers industry-leading CRM and accounting integrations to streamline data transfer and workflow efficiency. This feature allows users to seamlessly connect QuoteWerks with other essential business solutions.

Function Detail

• Integrate QuoteWerks with existing CRM and accounting systems to transfer sales data seamlessly.
• Eliminate manual data entry by automating the exchange of information between different platforms.

QuoteWerks CPQ Frequently Asked Questions