WorksLeader Quote

WL Quote is a cloud-based Quoting software for businesses of all size and type across the globe. Whether you are a small business or multi-location large business WL quote can be a great tool for your sales people to streamline their day-to-day activities. With WL Quote your sales people can create quotations and send to prospects, such quotes can then be nurtured in our built-in CRM, once customers accepts the quote, WL Quote can also take care of the entire order processing and fulfillment process.

WL Quote comes with a host of features that can help businesses run their entire sales organization inside the application. You can create quotes and proposals, Manage leads and opportunities, do order processing, manage workflow automations and also run extensive reporting all within one single software. WL Quote also integrates with all major ERP and accounting applications.

WL Quote comes with a host of features to provide tremendous power in the hands of your sales team –

  • Create, send and Manage Quotes and proposals
  • Flexible catalog Management
  • Add products, Bundles, Configurations
  • Auto calculation of price, tax, freight, discount etc.
  • Multiple quote templates
  • Manage multiple versions
  • Import external spreadsheets to quote
  • Add collaterals to the quote
  • Group products
  • Upsell/Cross sell
  • Maintain price history
  • Unlimited User defined fields
  • Create and manage workflows
  • Supports Govt Quoting and proposals
  • Manage Inside/Outside Sales Reps
  • Order Processing and Fulfillment

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All the Quotes created can also create opportunities inside our CRM so that each quote can be tracked till the end.

  • Manage Leads/Prospects
  • Manage Opportunities
  • Manage Activites / Tasks
  • Add and track Notes

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We also provide following services to ensure that implementing our WL-Quote is a hassle free experience

  • Implementation services
  • World Class Support & Training
  • Catalog building and Maintenance
  • Quote Template creation
  • Professional services – Integrations, Customizations etc.

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