at Financial Technnology Year
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QuoteWerks from QuoteWerks
Full-featured quoting solution that includes customizable quote templates, product and pricing integration, proposal management, and electronic signature functionality.
Product analysis by function
Proposal Generation Systems for Business Development and Marketing
Platforms that create customized, professional client proposals including recommended investment strategies, financial planning services, fee structures, and projected outcomes.
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User Interface & Experience
(6 Yes /6 Known /11 Possible features)
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Intuitive Dashboard Central hub that summarizes proposal statuses and quick actions. |
QuoteWerks provides a dashboard summarizing quote and proposal statuses and facilitating actions. | |
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Mobile Accessibility Capability to use the system via mobile devices (app or responsive web). |
QuoteWerks offers a web and mobile-friendly version, supporting access on mobile devices. | |
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Customizable Templates Range of editable proposal templates for diverse client needs. |
Customizable templates are advertised as a key feature: user-defined templates for quotes and proposals. | |
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Drag-and-Drop Editor Visual editor allowing drag-and-drop component placement. |
No information available | |
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Multi-language Support Ability to present content and interface in multiple languages. |
No information available | |
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Accessibility Compliance Compliance with accessibility standards (e.g., WCAG 2.1). |
No information available | |
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Personalization Options Ability to tailor interface and branding for specific firms or advisors. |
Branding and personalization options are available for firms and individuals in templates. | |
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Response Time Average time to load and interact with proposal editor. |
No information available | |
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Guided Workflows Step-by-step walkthroughs to reduce user error. |
Step-by-step wizards and workflows are available for proposal and quote creation. | |
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User Profiles & Roles Role-based access and personalized dashboards. |
QuoteWerks offers role-based access/user profiles for team collaboration. | |
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Dark Mode Support Option to switch to dark mode for visual comfort. |
No information available |
Integration Capabilities
(6 Yes /7 Known /10 Possible features)
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CRM Integration Seamless import/export of client data from major CRMs. |
Integrates with major CRMs including Salesforce, Microsoft Dynamics, Zoho, and others. | |
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Document Management Integration Ability to integrate with document storage systems like SharePoint or Dropbox. |
Integrates with document management systems like Dropbox and SharePoint. | |
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API Availability System provides APIs for custom integrations and process automation. |
Provides APIs for custom integration and automation. | |
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Financial Planning Tools Integration Integration with financial planning and portfolio modeling tools. |
Not as far as we are aware.* No direct integration with portfolio modeling or financial planning tools is mentioned. | |
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e-Signature Integration Support for digital signatures with platforms like DocuSign or Adobe Sign. |
Supports e-signature workflows with integrations to DocuSign and other providers. | |
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Email Platform Integration Sync with email clients for sending and tracking proposals. |
Able to send and track proposals through email integration. | |
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Calendar Sync Integration with calendar systems for scheduling proposal follow-ups. |
No information available | |
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Single Sign-On (SSO) Support for SSO via enterprise authentication systems. |
Single Sign-On is supported via SAML and other protocols. | |
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Bank Data Connectivity Secure connections to client or advisor bank data sources. |
No information available | |
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Number of Supported Integrations Count of third-party integrations supported out-of-the-box. |
No information available |
Proposal Customization & Content Management
(8 Yes /8 Known /11 Possible features)
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Dynamic Content Blocks Ability to insert live data, charts, or tables that auto-update. |
Supports insertion of dynamic pricing tables and data-driven charts. | |
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Conditional Logic Show/hide or customize content based on client profile or responses. |
No information available | |
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Content Library Central library for reusable text, disclaimers, images, and legal clauses. |
Centralized content library for reusable quote items, text, and disclaimers is available. | |
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Version Control Track changes, roll back, and view past versions of proposals. |
No information available | |
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Automatic Data Merge Auto-populate proposals with client-specific data from CRM. |
Client data from CRMs can be merged automatically into proposals. | |
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Content Approval Workflow Multi-level review and approval process for proposal drafts. |
Offers approval workflows for internal content review. | |
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Brand Compliance Tools Automated checks to ensure proposals adhere to firm branding. |
Brand compliance is enabled with customizable templates and controls. | |
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Media Embedding Support for embedded videos, PDFs, or external media. |
Allows embedded PDFs and product datasheets; may not have full support for all media types. | |
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Multi-currency Support Display financial data in client-preferred currencies. |
Multi-currency is supported throughout the quoting/proposal system. | |
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Number of Templates Provided Count of ready-to-use templates included. |
No information available | |
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Bulk Proposal Generation Generate multiple proposals simultaneously for marketing campaigns. |
Bulk proposal generation is promoted for marketing and sales campaigns. |
Collaboration & Communication
(3 Yes /4 Known /10 Possible features)
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Internal Comments Ability for team members to leave internal notes and discuss specific sections. |
No information available | |
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Task Assignment Assign sections or responsibilities to different team members. |
Tasks and proposal responsibilities can be assigned among users/teams. | |
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Real-time Coauthoring Multiple users can simultaneously edit a proposal document. |
Not as far as we are aware.* No real-time simultaneous editing feature in core product based on documentation. | |
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Client Collaboration Portal Dedicated area for clients to review, comment, and request changes. |
No information available | |
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Integrated Messaging Built-in chat or messaging for swift communications. |
No information available | |
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Change Notifications Notify users of updates, comments, or required actions. |
Notification system informs users when proposals are sent, viewed, or require action. | |
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Comment Resolution Tracking System tracks and displays resolved/unresolved comments. |
No information available | |
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Collaboration Permissions Granular control over who can view/edit/comment/review proposals. |
Granular permission controls available for editing, reviewing, and approving proposals. | |
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Shared Analytics Dashboard Collaborative access to metrics related to proposals’ performance. |
No information available | |
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Maximum Simultaneous Editors The highest number of users who can co-author simultaneously. |
No information available |
Compliance & Security
(6 Yes /6 Known /11 Possible features)
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Regulatory Compliance Tools Built-in features for financial compliance (SEC, FINRA, GDPR, etc.). |
Financial industry users and compliance features are mentioned; some compliance controls are built in. | |
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Audit Logs Comprehensive logging of who did what and when for each proposal. |
Audit logs record key user actions for compliance. | |
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Document Encryption End-to-end encryption for all stored and transmitted proposal documents. |
Proposal and customer info is protected by encryption at rest and in transit per vendor documentation. | |
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Role-Based Security Security enforced depending on user function and access level. |
Role-based security and permissions are standard for team/collaboration features. | |
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Data Residency Controls Configure where proposal data is physically stored. |
No information available | |
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Multi-factor Authentication Require two or more authentication methods for access. |
Multi-factor authentication is available as a security option. | |
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Third-party Penetration Testing System is tested against vulnerabilities by external security experts. |
No information available | |
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Retention Policy Management Set automatic proposal retention/deletion policies. |
No information available | |
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Redaction Tools Ability to redact sensitive information from proposals before sharing. |
No information available | |
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Time to Detect Unusual Activity Average latency in flagging suspicious actions. |
No information available | |
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Automated Compliance Checks System automatically flags compliance risks or incomplete information. |
Compliance checks occur during quote/proposal creation to alert users to inconsistencies or omissions. |
Analytics & Reporting
(7 Yes /7 Known /11 Possible features)
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Proposal Tracking Track report on status (sent, opened, signed, declined). |
Tracks proposal status (sent, opened, signed, declined) in dashboard. | |
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Conversion Rate Analytics Monitor proposal acceptance ratios over time. |
Conversion analytics and proposal acceptance ratios are tracked in reporting. | |
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Time to Close Track and analyze proposal turnaround time. |
No information available | |
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Engagement Analytics Track which sections clients spend time reviewing. |
No information available | |
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Custom Report Builder User-defined reports based on custom fields or filters. |
Custom report builder is available for user-defined analytics. | |
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Export to Excel/CSV Export analytics and proposal data for offline analysis. |
Exports supported to Excel and CSV formats. | |
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Real-time Data Updates Analytics are up-to-date with the latest activity. |
Real-time data updates are pushed to dashboards as actions occur. | |
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KPI Dashboards Visual dashboards tracking key proposal and team KPIs. |
Proposal and quote dashboard includes KPI widgets. | |
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Customizable Notifications Set notification triggers for proposal milestones or deadlines. |
No information available | |
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Number of Built-in Reports Count of pre-defined, ready to use analytics reports. |
No information available | |
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Proposal Pipeline Visualization Graphical representation of proposal progress through sales stages. |
Sales pipeline visualization featured in reporting suite. |
Automation & Workflow
(8 Yes /8 Known /10 Possible features)
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Automated Proposal Assembly Proposal content is automatically populated based on client or opportunity profile. |
Automated assembly of quotes/proposals based on CRM data and rules. | |
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Workflow Automation Automate actions, approvals, and notifications at specific workflow stages. |
Workflow automations, including approvals, reminders, and notifications, are built-in. | |
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Automated Reminders Automatic reminders for tasks, deadlines, or outstanding approvals. |
Automated reminders for tasks, approvals, or expiring quotes supported. | |
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Template Selection Rules System recommends templates based on opportunity details. |
Template recommendation engine based on opportunity/CRM details. | |
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Automatic Data Validation System checks entries for completeness/correctness before advancing workflow. |
Data is validated before advancing through quote/proposal workflow. | |
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Bulk Actions Update, send, or archive multiple proposals at once. |
Bulk actions supported for proposal management and distribution. | |
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Approval Workflow Stages Number of sequential reviews/approvals a proposal can require. |
No information available | |
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Assignment Automation Proposals automatically assigned to team members based on rules. |
Assignment automation configurable based on CRM/opportunity fields. | |
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Automated Scheduling Schedule proposal sending or follow-ups automatically. |
Automated scheduling engine for sending or following-up on proposals. | |
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Integration with Robotic Process Automation (RPA) Supports integration with enterprise RPA systems for advanced automation. |
No information available |
Client Experience
(5 Yes /6 Known /10 Possible features)
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Digital Signature Clients can review and sign documents online securely. |
Clients can securely view and sign documents electronically. | |
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Interactive Proposal Viewer Clients can interact with proposal sections, e.g., exploring what-if scenarios. |
Not as far as we are aware.* No full interactive proposal viewer; documents are viewed as static PDFs. | |
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Proposal Co-browsing Advisor and client can jointly view and discuss the proposal in real time. |
No information available | |
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Client Feedback Capture Clients can leave feedback or questions directly inside the platform. |
No information available | |
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Mobile-friendly Client Portal Clients can easily access and review proposals via mobile. |
Web quote and proposal portal is mobile responsive for clients. | |
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Multi-factor Access for Clients Clients authenticate using secure multi-factor methods. |
No information available | |
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Track Document Views System records when and how clients viewed the proposal. |
System tracks and records document views and access logs. | |
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Branded Experience Firm’s logos and color schemes appear throughout the client journey. |
Branding can be applied for firms/teams throughout the client experience. | |
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Automated Welcome/Thank You Messages Automatic personalized communications at key milestones. |
No information available | |
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Client Access Expiry Controls Set expiration dates for client access to sensitive proposals. |
Access expiration controls are available for sent proposals. |
Scalability & Performance
(3 Yes /3 Known /10 Possible features)
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Maximum Concurrent Active Users How many users can work simultaneously with strong performance. |
No information available | |
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Proposal Generation Throughput Number of proposals that can be generated per hour. |
No information available | |
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System Uptime SLA Guaranteed uptime commitment from the vendor. |
No information available | |
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Geographic Data Center Distribution System is backed by multi-region or global data centers for speed and redundancy. |
Utilizes global cloud datacenters for high availability. | |
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Elastic Resource Scaling Automatically scales infrastructure resources with demand. |
No information available | |
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Max Proposal Document Size Supported Maximum file size (including embedded media) supported for a single proposal. |
No information available | |
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Bulk User Onboarding System can onboard hundreds or thousands of new users programmatically. |
Bulk onboarding for teams is offered in enterprise plans. | |
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Performance Monitoring Tools In-built tools for system performance visibility. |
Performance monitoring dashboards are available for administrators. | |
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Disaster Recovery RTO Maximum recovery time objective in case of a critical failure. |
No information available | |
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Concurrent Proposal Edits Supported Number of proposals that can be edited concurrently without degradation. |
No information available |
Support & Onboarding
(6 Yes /6 Known /10 Possible features)
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24/7 Support Availability Technical support is reachable any time, globally. |
Vendor offers 24/7 technical support. | |
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Multi-channel Support Support can be reached via phone, email, chat, or ticket system. |
Multi-channel support: phone, email, ticket, and chat options. | |
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Dedicated Account Manager Each client has an assigned account representative. |
No information available | |
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Training Materials Provided Comprehensive videos, walkthroughs, and documentation. |
Comprehensive video and documentation resources provided. | |
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Custom Onboarding Plans Tailored adoption and migration plans for large clients. |
Custom onboarding for large teams or enterprise customers. | |
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Onboarding Time Typical duration to onboard a standard advisory team. |
No information available | |
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User Community/Forum Access Access to an online community for sharing best practices. |
No information available | |
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Knowledge Base Extensive searchable help articles and FAQs. |
Online knowledge base with FAQ and user guides. | |
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Live Training Sessions Regular instructor-led group or private onboarding sessions. |
Live and virtual instructor-led training is available per vendor's onboarding page. | |
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Average Support Response Time Vendor’s typical first-response time for support tickets. |
No information available |
Cost & Licensing Model
(7 Yes /7 Known /10 Possible features)
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Transparent Pricing All costs, optional add-ons, and overage charges are clearly disclosed. |
Pricing is transparently published, including add-on and overage costs. | |
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Flexible Licensing (per user, per proposal, enterprise) Choice of pricing schemes to match organization size and need. |
Flexible licensing (per seat, per quote, enterprise) is available. | |
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No Long-term Contract Required Option for monthly, cancel-anytime plans. |
Monthly and cancel-anytime plans are available. | |
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Scalable Pricing Cost increases only as usage or user count rises. |
Scalable pricing adjusts for number of users and volume. | |
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Free Trial Availability Trial period offered with full or partial features. |
Free trials available for new customers. | |
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Included Support Levels How many support/escalation tiers are included in base price. |
No information available | |
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Bulk Discounting/Volume Pricing Discounts available at higher usage or user thresholds. |
Bulk/enterprise discounts offered for large customers and partners. | |
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Cost per User/Month Specific minimum price for a single advisor or user. |
No information available | |
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Cost per Proposal Generated Variable or overage fee per generated proposal, if charged. |
No information available | |
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Free Feature Upgrades New features rolled out without added cost. |
Feature upgrades are included in maintenance; some major upgrades may incur cost. |
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