QuoteWerks is a specialized software used in many industries for creating sales quotes and proposals. Rather than using Microsoft® Word® or Excel® to create your quotes and proposals, you can benefit from a tool that is specialized for the task of creating quotes and proposals.

Equilibrium has been helping IT service providers implement QuoteWerks by providing

  • Purchasing Assistance as an Authorized QuoteWerks reseller partner
  • Implementation support to your supported CRM, PSA or Accounting System
  • Review of current forms in Word or Excel and Creation of templates for use in QuoteWerks
  • Mapping of data from/to each application providing better forecasting and financial control
  • The ability to allow your reps to have more time to focus on other things than paperwork or things that take time away from their true objective.
  • Training and use to maximize productivity by your sales team.
  • Provide you a coach to help with best practices and workflow.

Give us the opportunity to help your sales team automate workflow so they can spend more time building relationships and the bottom line.

QuoteWerks recently recognized Equilibrium Consulting as one of the top workflow partners in the US.