Achieving Feature Parity
QuoteWerks Desktop and QuoteWerks Web
For businesses that rely on creating accurate, professional quotes quickly, QuoteWerks has been a trusted solution for over 30 years. QuoteWerks is known for its quoting and proposal capabilities and has evolved to offer a traditional desktop application as well as a web-based solution. Over the years, QuoteWerks Web functionality has grown, now providing the same functionality and look and feel as desktop to minimize the need for re-training. In this post, we explore how QuoteWerks Web is achieving feature parity with QuoteWerks Desktop and the seamless experience it offers for quote creation.
Robust Quoting Features
QuoteWerks Desktop and QuoteWerks Web share the same capabilities, which makes them valuable tools for sales teams. Whether using the desktop application or the web-based platform, you can:
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Pull Contacts Directly from Your CRM
QuoteWerks integrates seamlessly with popular CRMs such as Autotask, Salesforce, HaloPSA, HubSpot, Zoho CRM, and ConnectWise PSA. This allows users to pull in contact and other information directly into documents, ensuring accuracy and saving valuable time. -
Access Products from Connected Databases
Both platforms allow you to connect to external product databases, such as ConnectWise and HaloPSA, or distribution/Vendor partners like Amazon Business, TD Synnex, Ingram Micro, and others. This ensures your team can quickly pull the most up-to-date product information and pricing into quotes, streamlining the sales process. -
Leverage QuoteValet for Quote Delivery and Electronic Signing
QuoteValet, a standout feature of QuoteWerks, transforms how quotes are delivered and accepted. It allows for secure, interactive online quote delivery, where customers can view, comment, approve, request changes, and even pay directly from QuoteValet. Both Desktop and Web can be configured to use the full QuoteValet integration, offering identical workflows for sending and managing quotes.
QuoteWerks Web: Evolution Towards Parity
QuoteWerks Web was initially created as a browser-based add on to desktop. QuoteWerks Web has seen significant enhancements to match the feature set of QuoteWerks Desktop. Today the two platforms are nearly identical in function which allows users the freedom to choose their preferred deployment without sacrificing capabilities.
Some key areas where QuoteWerks Web has achieved parity include:
- Customization: QuoteWerks Web supports advanced customization options that users of the desktop version have come to rely on, such as customizing views and access rights as well as leveraging custom templates and layouts.
- Integration Options: The web version now offers a wide breadth of integration capabilities with CRMs, QuickBooks Online, and product distributors, ensuring smooth workflows across platforms.
- Quote Management: Users can create product bundles or kits, apply discounts or markups, and create complex configurations - with the same level of detail as the desktop application.
- User Experience: The intuitive interface in QuoteWerks Web makes it as easy to use as the desktop version, with similar menus, layouts, and features, but with all of the UI elelements one would expect in a browser experience.
Why QuoteWerks Web?
For organizations that prioritize flexibility, QuoteWerks Web stands out. It allows sales teams to access the full power of QuoteWerks from anywhere, without having to install software on their local machine. Whether users are working from the office, home, or on the road, they can manage quotes and proposals seamlessly. This makes it a particularly compelling option for businesses exploring cloud first strategies.
A Unified Ecosystem
The beauty of the QuoteWerks ecosystem is that Desktop and Web users can coexist and collaborate without barriers. Quotes created on one platform can be accessed, edited, and delivered using the other, ensuring continuity and flexibility for various workflows. QuoteWerks can be utilized in a standalone desktop/network environment, in a browser via QuoteWerks Web, or a hybrid environment utilizing both QuoteWerks Desktop and QuoteWerks Web.
The Future of QuoteWerks Web
The development of QuoteWerks Web to achieve feature parity with QuoteWerks Desktop represents a broader move by businesses towards cloud-enabled tools that maintain the depth and functionality of traditional software. As our customers’ needs evolve, QuoteWerks is committed to continuing development and adding new features to QuoteWerks Web.
Whether you choose to use QuoteWerks Desktop or QuoteWerks Web, QuoteWerks remains a powerful platform for streamlining your quoting process and reducing your sales cycle. If you haven’t explored QuoteWerks Web recently, now might be the perfect time to see just how far it’s come.
Interested in learning more about QuoteWerks or exploring QuoteWerks Web? Contact us to see how it can transform your quoting process!
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Please be advised that Aspire Technologies, Inc. is not your attorney, and this information is not legal advice. This information does not provide, does not constitute, and should not be construed as, legal advice. The information provided was accurate at the time of publishing, but may not be all encompassing. It is for educational purposes only and is not to be acted or relied upon as legal advice. The information does not constitute legal advice and is not a substitute for competent legal advice from a licensed attorney representing you in your jurisdiction.