Teams can also run sales forecasting estimates and track quotas for activities like proposals sent. Proposal reporting: Its dashboard and ad-hoc reporting capabilities allow users to track quotes sent and proposals accepted as well as get insights into the sales pipeline.You can also integrate with QuickBooks and other accounting systems to sync payment and invoice data in your accounting system. Third-party integrations: Beginning on the Professional edition for $19.25 per user, per month (without add-ons), teams can integrate with CRM systems like HubSpot, Salesforce, and Zoho CRM to synchronize contact data and track CRM deals based on QuoteWerks quote activity.This edition also includes an unlimited product database to store details and pricing information on products or services to easily add them to quotes. Quotes, orders, and invoices: On the Standard edition for $13.75 per user, per month (without add-ons), users can store templates and create quote, sales order, and invoice documents from the platform.Finally, users can deploy automated follow-up to prospects to review and sign quotes. They can also present optional add-ons on quotes that are line items for customers to easily select what they want to be included in their service package. Expanded quoting tools: Users on the Grow plan for $225 per month get access to markup tools to quickly calculate margins and set optimal prices for each quote.The job tracking tools also include time and expense tracking, costing and profitability analysis to help with quoting, and job routing to get the right team members’ job sites. Job tracking: Offers a CRM for trade contractors to manage customers and opportunities plus a built-in project management system to schedule, track progress, and store files for client jobs.Users can even send payable invoices for clients to pay via credit card or automated clearing house (ACH). It also comes with e-signature features and automated reminders for reps to follow up with prospects. Quotes and invoice templates: Starting on the Core plan for $45 per month, users can store quote templates to quickly customize and send quotes to clients.Plus, there are labor cost calculation tools, supplier data management, late invoice reminders, and product price list storage for automated price calculations. It also allows quote creation that differentiates in-house vs outsourced services. Advanced finance management: Once on the Pro plan for $63 per user, monthly, teams can manage their retainer-based business and help create budgets and desired profit margins for client projects. They can also easily track purchases and costs associated with a job, issue receipts, and send prepaid invoices from the system.
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