
Software shaped to the level you need.
Each package represents a different level of capability. Compare the options and choose the right starting point for your business.
Compare Your Options
Essentials
Structured forms and data entry✓
Guided fields capture consistent, accurate information in one organized workflow.
Search and categories✓
Find records, products, or options quickly using search and organized categories.
Pricing and calculations✓
Automatically calculate prices, totals, rates, or other business-specific values.
Signature capture✓
Collect customer or employee signatures directly within the workflow.
Custom branding○
Match the software to your company with your logo, colors, and visual style.
User accounts and login—
Give approved users secure accounts with personalized access to the system.
Customer and catalog
Visual product catalog—
Present products or selections in an image-led, easy-to-browse catalog.
Photos and product links○
Attach images and useful links to products, options, or project records.
Customer submission—
Let customers review their choices and send a completed selection or request.
Customer portal—
Provide customers a private place to view projects, documents, and updates.
Appointment scheduling—
Allow customers or staff to book available appointment times online.
Payment processing—
Accept and track secure online payments as part of the customer workflow.
Operations
PWA support✓
Install the web app on a phone or computer for an app-like experience.
Shared project database—
Keep project information in one shared source that stays current for the team.
Inventory tracking✓
Record stock levels, item usage, and inventory changes as work progresses.
Dashboard and reporting—
Summarize important activity, totals, and trends in clear reports and dashboards.
Cloud backup and sync○
Keep data backed up and synchronized across approved devices and users.
Automated document routing—
Send documents to the right people or workflow stages automatically.
Full contract generation—
Build complete contracts from approved project, customer, and pricing information.
Offline and local operation✓
Continue key work without a constant internet connection and sync when available.
Team and workflow
Role-based permissions—
Control what each user can view or change based on their role.
Multi-user collaboration—
Allow multiple team members to work from the same up-to-date information.
Approval workflows—
Route work through defined review and approval steps before it moves forward.
Task assignment✓
Assign work to team members with clear ownership and progress tracking.
Email notifications○
Send automatic email updates when important actions or status changes occur.
Automated reminders—
Prompt customers or team members when tasks, dates, or follow-ups are due.
Activity and audit history—
Maintain a record of important actions, changes, and the users who made them.
Outputs
PDF output✓
Create polished PDF documents from the information captured in the system.
Portable project backup○
Download a self-contained backup that can preserve or transfer project data.
Data import and export○
Move structured information into or out of the system when needed.
Spreadsheet import—
Bring existing rows and records into the system from spreadsheet files.
CSV/Excel export—
Export system data into common spreadsheet formats for analysis or sharing.
Email delivery of generated documents—
Automatically email completed PDFs, contracts, or other generated files.
Integrations
DocuSign integration—
Send documents to DocuSign and connect signature progress back to the workflow.
Shopify integration—
Connect products, orders, or customer information with a Shopify store.
API and webhook access—
Exchange data and trigger actions between QwikWrk and other software systems.
Calendar integration○
Connect appointments and important dates with supported calendar services.
Stripe integration—
Use Stripe to securely process and track online payments.
Microsoft 365 integration—
Connect workflows with Microsoft tools such as Outlook, Excel, and SharePoint.
| Capability | Base | Studio | Professional |
|---|---|---|---|
| Essentials | |||
| Structured forms and data entryGuided fields capture consistent, accurate information in one organized workflow. | ✓ | ✓ | ✓ |
| Search and categoriesFind records, products, or options quickly using search and organized categories. | ✓ | ✓ | ✓ |
| Pricing and calculationsAutomatically calculate prices, totals, rates, or other business-specific values. | ✓ | ✓ | ✓ |
| Signature captureCollect customer or employee signatures directly within the workflow. | ✓ | ✓ | ✓ |
| Custom brandingMatch the software to your company with your logo, colors, and visual style. | ○ | ✓ | ✓ |
| User accounts and loginGive approved users secure accounts with personalized access to the system. | — | ○ | ✓ |
| Customer and catalog | |||
| Visual product catalogPresent products or selections in an image-led, easy-to-browse catalog. | — | ✓ | ✓ |
| Photos and product linksAttach images and useful links to products, options, or project records. | ○ | ✓ | ✓ |
| Customer submissionLet customers review their choices and send a completed selection or request. | — | ✓ | ✓ |
| Customer portalProvide customers a private place to view projects, documents, and updates. | — | ✓ | ✓ |
| Appointment schedulingAllow customers or staff to book available appointment times online. | — | — | ✓ |
| Payment processingAccept and track secure online payments as part of the customer workflow. | — | ○ | ✓ |
| Operations | |||
| PWA supportInstall the web app on a phone or computer for an app-like experience. | ✓ | ✓ | ✓ |
| Shared project database | — | — | ✓ |
| Inventory trackingRecord stock levels, item usage, and inventory changes as work progresses. | ✓ | ✓ | ✓ |
| Dashboard and reportingSummarize important activity, totals, and trends in clear reports and dashboards. | — | ○ | ✓ |
| Cloud backup and syncKeep data backed up and synchronized across approved devices and users. | ○ | ○ | ✓ |
| Automated document routingSend documents to the right people or workflow stages automatically. | — | — | ✓ |
| Full contract generationBuild complete contracts from approved project, customer, and pricing information. | — | — | ✓ |
| Offline and local operationContinue key work without a constant internet connection and sync when available. | ✓ | ✓ | ✓ |
| Team and workflow | |||
| Role-based permissionsControl what each user can view or change based on their role. | — | ○ | ✓ |
| Multi-user collaborationAllow multiple team members to work from the same up-to-date information. | — | ○ | ✓ |
| Approval workflowsRoute work through defined review and approval steps before it moves forward. | — | ○ | ✓ |
| Task assignmentAssign work to team members with clear ownership and progress tracking. | ✓ | ✓ | ✓ |
| Email notificationsSend automatic email updates when important actions or status changes occur. | ○ | ✓ | ✓ |
| Automated remindersPrompt customers or team members when tasks, dates, or follow-ups are due. | — | — | ✓ |
| Activity and audit historyMaintain a record of important actions, changes, and the users who made them. | — | — | ✓ |
| Outputs | |||
| PDF outputCreate polished PDF documents from the information captured in the system. | ✓ | ✓ | ✓ |
| Portable project backupDownload a self-contained backup that can preserve or transfer project data. | ○ | ○ | ✓ |
| Data import and exportMove structured information into or out of the system when needed. | ○ | ✓ | ✓ |
| Spreadsheet importBring existing rows and records into the system from spreadsheet files. | — | — | ✓ |
| CSV/Excel exportExport system data into common spreadsheet formats for analysis or sharing. | — | ○ | ✓ |
| Email delivery of generated documentsAutomatically email completed PDFs, contracts, or other generated files. | — | ✓ | ✓ |
| Integrations | |||
| DocuSign integrationSend documents to DocuSign and connect signature progress back to the workflow. | — | — | ✓ |
| Shopify integrationConnect products, orders, or customer information with a Shopify store. | — | — | ✓ |
| API and webhook accessExchange data and trigger actions between QwikWrk and other software systems. | — | — | ✓ |
| Calendar integrationConnect appointments and important dates with supported calendar services. | ○ | ✓ | ✓ |
| Stripe integrationUse Stripe to securely process and track online payments. | — | — | ✓ |
| Microsoft 365 integrationConnect workflows with Microsoft tools such as Outlook, Excel, and SharePoint. | — | ✓ | ✓ |
Still not everything you're looking for?
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