Empower sales reps to efficiently and accurately prepare, manage, and deliver sales quotes and proposals. The integration pulls contact information from Zoho CRM and pushes it to QuoteWerks so your sales rep can quickly attach a quote and send it to the prospect.
Key Features:
Creating or updating deals: When a sales rep creates a new deal or updates an existing deal in QuoteWerks, the Deals module in Zoho CRM is also updated with this information
Automatically create and update follow-up calls in Zoho CRM to ensure you never fail to follow-up again.
Quickly send quotes to prospects: A sales rep can easily send a quote to a particular prospect from QuoteWerks without having to look up the contact's details in Zoho CRM because contact information is pushed from Zoho CRM to QuoteWerks
Link directly to the ZohoCRM Item list to quickly and easily search and source items from the Zoho CRM item list directly from the QuoteWerks Product Lookup window.
Quotewerks and Zoho paired up is a great and cost effective solution for a business that requires a powerful CPQ as well as a fully featured CRM. Both Quotewerks and Zoho are extremely developer friendly and are constantly improving with new features. I highly recommend Quotewerks.
QuoteWerks is extremely user friendly and intuitive. I can get a quote our faster than using any other program. With the Zoho integration it makes my workflow even easier. One improvement can be to make importing Zoho contacts bi-directional so I can type in new contacts in QW without opening Zoho.
Full disclosure... I am a QuoteWerks developer and a Zoho Authorized Partner. We were so happy to see QuoteWerks add built-in integration with Zoho CRM! And now with QuoteWerks Web and Zoho CRM, users can now do everything right from any web browser. Users can now leverage Zoho CRM's powerful automation workflows to create follow-up tasks and send email notifications. Close more deals today!
Quoteworks is an easy tool for quoting. When you upload anything to Quoteworks or create a PDF of a quote, they sync up to Zoho. That makes it easy for other users to find quotes & info needed. All & all it's a user friendly system.
QuoteWerks is an amazing platform that enables my company to create, deliver and manage my estimate. Combing this with Zoho allows me to easily see my pipeline and close more opportunities. It's super intuitive and empowers my business. I don't know how I managed before these platforms. Thank you QuoteWerks & Zoho!
As a systems integrator that uses both Zoho and QuoteWerks, there could not be an easier integration or an easier way for our reps to get quotes out the door! We have fully integrated Zoho and all of the QuoteWerks online systems including distributor stocking as well as our online payment portal. Easiest and most comprehensive quote systems I have evert used. Highly recommend this product!
As a Zoho partner and user, adding QuoteWerks to our lineup has been fantastic. QuoteWerks allows us to provide quick, easy to put together and very professional-looking quotes for our clients. I wholeheartedly recommend this product to our clients.
QuoteWerks is the Market Leading sales quoting and proposal solution. It empowers sales reps to efficiently and accurately prepare, manage, and deliver sales quotes and proposals to their customers in minutes and significantly shorten the sales cycle and win more deals. What really sets QuoteWerks apart is its turn-key implementation, affordable pricing, and most importantly a robust integration with Zoho and 55+ other integrations ensuring seamless transfer of important sales data.
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I would recommend you to try QuoteWerks for Zoho CRM. It would add a lot more value to your CRM account.
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