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The Market Leading sales quoting and proposal solution!
Over 70,000 Users in 101 countries!

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v4.8 Build 2.03 (Released on December 21st, 2012)
6 New Features!
v4.7 Build 8.09 (Released on September 28th, 2012)
v4.6 Build 3 (Released on March 21st, 2011)
v4.5 Build 7 (Released June 21st, 2010)
v4.5 Build 5 (Released April 23rd, 2010)
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QuoteWerks is specialized software used in every industry 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.

QuoteWerks fits into your existing software environment. It works with the software that you store your customer information in like ACT!, ACT! for Web, Autotask, ConnectWise, GoldMine, Google Contacts, Maximizer, MS Dynamics CRM, Outlook, Outlook BCM, salesforce.com, SalesLogix, and SugarCRM eliminating the need to re-type customer information. QuoteWerks also has its own built-in contact database.

You can easily import your product information into QuoteWerks. QuoteWerks can link to product database sources like external databases, Excel spreadsheets, or text files. You can also just type product information directly into the quote. If you use QuickBooks or Peachtree, QuoteWerks can even quote products that you have stored in QuickBooks or Sage 50 - US Edition / Peachtree.

Our IT Industry Solution provides an integration with Tech Data, Ingram Micro, SYNNEX, D&H and more. You can get real-time pricing and warehouse availability from your vendors and using our QuoteWerks Product Content Subscription (powered by Etilize), customer friendly product descriptions, product images, and marketing descriptions. With QuoteWerks you can also submit orders electronically to your vendors and receive order status with shipping tracking numbers, serial numbers and more.

With our QuoteValet® Add-on, you know when your customer views your quote and your customer sign electronically - no more signing and faxing, and can collect credit card payment including deposits.

It integrates with your Accounting software like QuickBooks, Sage 50 US Edition / Peachtree, or others through 3rd party Accounting add-ons so when those quotes become orders you don't have to re-enter your orders, and those orders can be submitted electronically to your vendors! All of this eliminates costly mistakes.

QuoteWerks has been empowering businesses for over 20 years - increasing their productivity and closing more sales by simplifying and speeding up their price quoting/proposal processes in the office and on the road.

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Have you ever asked yourself "How long does it take to create a quote or proposal?"

If you take the time to really think about it you begin to realize what a time-consuming, daunting task it is. That's probably why most of us procrastinate getting those quotes out to our customers.

Just grazing the surface, you need to find the products, services, prices, descriptions, call your vendors for updated pricing, type it all into the quote, format the quote, e-mail it to your customer and then follow up with your customer.

QuoteWerks will make you more efficient, more consistent, more professional, and more competitive. The content of your quote and how you present your quote is important. The quote represents not only what you are selling, but is also an extension of your company brand and image.

First impressions are important; they can make or break deals. The quicker you can get that quote into your customers hands the better chance you have of winning their business.

Using QuoteWerks, you can "go the extra mile" for your customers - without all the legwork!

Bottom line; If you want to save time and money when quoting, selling, ordering, and purchasing products and services you need QuoteWerks®

Read in Progressive Distributor Magazine how Precision Airconvey reduced their quoting time from 5 hours per quote to just one hour.

How are you creating your quotes and proposals now? Are you still using Microsoft® Word®, Excel®, or your Accounting software to create your price quotes? Find out how QuoteWerks is a much better solution.

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QuoteWerks is used in almost every industry by over 70,000 users worldwide in over 101 countries. We are the market leader.

Whether your company is a small 1-person company or a large Fortune 100 company, you can benefit from the increase in productivity QuoteWerks provides. Who are our customers?

This cross industry adoption of QuoteWerks is made possible by the core design of QuoteWerks which adheres to the fundamentals of the quoting process. This core design has contributed to its ability to be a useful tool for any industry that has a need to create price quotes containing itemized products or services.

Of the hundreds of industries our customers are in, customers that heavily adopt QuoteWerks are IT Solution Providers, VARs, Managed Service Providers (MSPs), AV/Security Integrators, Custom Integrators, Manufacturers, and Manufacturer Reps.

Our customers use QuoteWerks to quote a wide variety of products including clothing, office products, electronics, medical equipment, irrigation equipment, landscaping, industrial equipment, trucks, and more. Hear our customers describe in their own words what industry they are in and what they sell using QuoteWerks.

See what our customers say about their experience with QuoteWerks.

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QuoteWerks is offered in 3 cost effective solutions that are scalable:

QuoteWerks Standard Edition starts at USD $199
QuoteWerks Professional Edition starts at USD $249
QuoteWerks Corporate Edition (MS SQL) starts at USD $349

and comes with a 30 day money back guarantee.

View our complete price list. View our Edition Comparison matrix.

Some customers ask "Is that price monthly?". No, it is just a one-time purchase. There are no setup fees. The price includes voice support. Our licenses are sold per concurrent user, not per named user, so if you have someone that only occasionally uses QuoteWerks, you don't have to buy a license for them.

If those prices seem too inexpensive for how robust QuoteWerks is, it is our volume of 70,000 users that makes it possible for us to keep the prices affordable for all our users.

Seamless CRM / PSA Integrations

Retrieve customer information, automatically create and keep sales opportunities up to date, schedule follow-up calls and much more with your PSA/CRM solution.

Integrates with QuickBooks® and Sage 50

QuoteWerks automatically creates Estimates, Invoices, Sales Orders, and even Purchase Orders in QuickBooks and Sage-50 US Edition (Peachtree). Automatically creates and updates items including customer's information. No more duplicate entry. QuoteWerks partners have created integrations with Sage 100, Sage 200, etc.


Know when quotes are Viewed and Accepted

Ever wonder what happens to your quote after you sent it? With the QuoteValet subscription, instead of emailing a PDF of your quote, it creates an interactive web page where your customer can selection options, ask questions and even sign electronically. Best of all, you will get notified on all quote activity.

How often has a client asked for a discount and you've wondered if they have even looked at the proposal yet? Would you like to be able to pick up the phone and call the client while they are looking at your proposal? Striking while the iron is hot.

Collect Credit Card Payments from Customers

The QuoteValet subscription also allows you to collect deposits, progress payments, balances, and even export payments to QuickBooks. We support over 80 gateways including QuickBooks Merchants, Authorize.net, and PayPal.


Shopping Cart

Create online order forms with the QuoteValet Shopping Cart. Use them to automate customer re-orders or receive paid orders from a promotional email blast.


QuoteValet Mobile

QuoteValet Mobile enables you to create Quotes-On-The-Go with your iPad or any HTML5 compatible tablet or browser.


Approval and Peer Review

Set approval requirements for your sales reps that require them to obtain approval before a quote can be sent. Watch the Video.

Save Time looking up Sales Tax rates

Sales Tax Rate lookup service included in the Real-Time module. Retrieve sales tax rates by your customer's zip code.


FedEx & UPS Integration

Our shipping integration with FedEx and UPS enables you to obtain real-time shipping quotes from your carriers. Watch the Video.


Distributor Real-Time Pricing and Availability

Easily retrieve your distributor pricing and availability from over 15 distributors.


Word Based Proposals

Create Microsoft Word based quotes and proposals from within QuoteWerks or use the built-in layout designer.


QuoteWerks Dashboard

The QuoteWerks Dashboard gives a high-level overview of your total dollar amount and number of quotes and orders from the current month, last month, and two months ago. You can also see quotes expiring within the next week and even handle ConnectWise quote-request notifications.


Procurement Tracking

Our complete Distributor Integration retrieves your pricing & availability, places electronic orders and tracks your shipments, serial numbers, & receiving.


No More Importing Products (Etilize)

Customer Friendly Descriptions, Product Images, Spec Sheets and more.


Compare your prices with Consumer Prices

Pulls in consumer pricing from CDW, Dell, Newegg, Staples, Provantage, and Amazon
 


Upsell with Ease (Etilize)

Include optional manufacturer suggested accessories to generate more revenue
 


Azure Cloud Hosted Product Database

Our new Microsoft Azure integration enables you to host your QuoteWerks Product Databases in the cloud.


QuoteWerks Scripting

QuoteWerks now has built-in VB scripting in the Corporate Edition which enables you to write code to extend the functionality of QuoteWerks. Do special validations, check for combinations of items, and more.
 


Recurring Revenue

Quote products and services that recur monthly, quarterly, or annually. Report on your recurring revenue.


PartLocatorTM

It can be tough keeping up with all the new parts on the distributor websites. Now, QuoteWerks provides you with ALL the parts from D&H, Tech Data, Ingram Micro, & SYNNEX with the Product Content Subscription


Recurring Groups

Grouped Bundles on the quote can be converted to a single recurring monthly revenue amount. All of the individual items in the bundle are totaled and then you can set an Annual Percentage Rate (APR) and a Term like 24 months at a 20% APR. This feature can be used for Hardware as a Service (HaaS) quoting.


Document Audit Trial

Audit Trail Tracking provides the history of key event changes to the document, who changed it and when.



Try before you buy. Download a free trial today!