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QuoteWerks Webinars

Please join us for a demonstration of QuoteWerks®, the leading, affordable sales quoting, estimating, and proposal solution for businesses of all sizes and industries.

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Next Webinar(s)

We are currently in the process of developing our next webinar series. If you have webinar ideas, please let us know!

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Previously Recorded Webinars

  • QuoteWerks Version 5 2 Release Webinar
    During this hour long webinar we demonstrated the new features available in QuoteWerks v5.2 and how to use these in your current installation. From Etilize upgrades to new licensing enhancements, this latest release has something for everyone.
  • Webinar: Create As-A-Service Quotes with QuoteWerks and GreatAmerica
    During this webinar we discuss the changing landscape of displaying quotes and proposals as a single monthly payment to simplify the sales process for the customer. This webinar will demonstrate exactly how this can be done in QuoteWerks utilizing our leasing functionality.
  • New QuoteWerks Etilize Features Webinar
    During this webinar we offered a sneak peak into the new QuoteWerks features available for Product Content Subscribers in V5.1 Build 6 as well as a recap of the key features released over the previous 12 months.
  • QuoteWerks Dell Punchout Integration Webinar
    Knockout your Dell quotes and orders with the QuoteWerks Punchout Integration. Quickly and easily create order requisitions in the Dell Premier site and import them into QuoteWerks to deliver to your client and then process the order from within QuoteWerks.
  • Deliver, Collaborate, and Close with QuoteValet [Webinar]
    In this webinar, learn to utilize QuoteValet to quickly and efficiently create, deliver, and close more sales while simultaneously tracking customer interactions, acceptances, and payments in a fully integrated system.
  • QuoteWerks Version 5.1 Builds 2 & 4 Release Webinar
    This build release webinar focused on the new features available in Version 5.1 builds 2 & 4 including Auto-reminders, highlighting of line items, creating Autotask accounts and to-dos, and much more!
  • 2015 QuoteWerks Year in Review Webinar
    During this hour long session we demonstrated some of the major features we released in 2015 and how you can leverage them in your installation for 2016!
  • QuoteWerks Version 5.1 Builds 1 & 2 Release Webinar
    This webinar focused on the new features in v5.1 Builds 1 & 2. During this hour long session we demonstrated how to use these features and set them up in your installation as well as answered questions regarding the new and existing features.
  • Webinar: QuoteWerks and ConnectBooster
    How Your MSP Can Win More Deals, and Attract More IT Clients, Through a Marquee Quoting Tool
  • QuoteWerks Enhanced and Upgraded Etilize Integration Webinar
    During this hour long session we discussed the available security features and how to use them for individual users, groups, and even product sources to restrict and customize your system.
  • QuoteWerks Enhanced and Upgraded Etilize Integration Webinar
    This webinar demonstrates the new Product Content Functionality introduced in v5.0 Build 4. This release dramatically speeds up the real-time calls to distributors, enables you to narrow your search results, adds compare functionality for Etilize Products, and adds upsell/similar items.
  • Webinar: Get Started with QuoteWerks in 15 Minutes
    This webinar demonstrates how you can start using QuoteWerks the same day you download it. See how to connect to your CRM, import your items, edit a layout, and set your personal preferences in just 15 minutes. We even walk through how to deliver your very first quote with your updated layout.
  • Webinar: Deliver, Collaborate, and Close with QuoteValet
    Watch this webinar to see how QuoteValet can save time, track your customer interactions, and help you close more sales by simplifying the acceptance and purchasing of your quotes and proposals through QuoteValet.
  • Webinar: 5 Ways to Update Your Proposals to Close More Business
    Watch this webinar to see how you can use QuoteWerks to simplify your quotes by offering lease payment options to your customer. GreatAmerica discusses the benefits of leasing and we demonstrate how to offer these options seamlessly and easily in QuoteWerks
  • Webinar: QuoteWerks Year in Review for 2014!
    Did you miss any of the time saving features QuoteWerks released over the past year? Join us for this webinar where we will discuss and demonstrate the major features released in 2014 and how you can use them to save time in 2015!
  • Webinar: QuoteWerks v5.0 Build 1 Release
    Watch this webinar where we demonstrate the newest features in QuoteWerks Version 5.0 Build 1! This release includes our brand new leasing integration with GreatAmerica real-time support, auto-links support, expanded Dell integration, multiple product database search, a new Opportunity Dashboard for forecasting, ConnectWise Sales Orders, and much more!
  • Webinar: QuoteWerks Overview Presentation
    This QuoteWerks Webinar focuses on the overall use of QuoteWerks. We demonstrate how to select contacts, add items (including using our IT Distributor integrations) from product sources, how to deliver the quote/proposal to the customer using QuoteValet and via email, how to export to QuickBooks or Sage 50, and finally how to create purchase orders and track items inside of QuoteWerks. This webinar is a great training tool for anyone evaluating QuoteWerks to see why it is a complete solution.
  • Webinar: The QuoteWerks Links Tab
    Did you know you can create a proposal document directly from the Links tab? Did you know you can attach documents to share with other QuoteWerks users? In this webinar, we discuss the capabilities of the QuoteWerks Links tab. We'll show you how to create proposals, use templates, email documents and more all from the Links tab!
  • Webinar: QuoteWerks and ConnectWise
    In this webinar, we demonstrate the available features and functionality between QuoteWerks and ConnectWise. During the last several months we have greatly expanded our integration into ConnectWise where we have added PO support, contact creation support, increased ticket functionality, and much more!
  • QuoteWerks Version 4.9 Build 10 Release Webinar
    In this webinar, we demonstrate the latest features in QuoteWerks Version 4.9 Build 10. These new features include enhancements to searching for items using our new auto-fill system for part numbers, vendor selection options, free shipping minimum settings for vendors, and much more.
  • Webinar: QuoteWerks and QuickBooks
    In this webinar, we focus on the integration between QuoteWerks and QuickBooks. During this webinar we demonstrate the available features between QuoteWerks and QuickBooks including product support, document creation in QuickBooks, Purchasing support, and more!
  • Webinar: QuoteWerks Purchasing Module
    This QuoteWerks webinar provides an overview of the QuoteWerks Purchasing and Procurement features.
  • Webinar: QuoteWerks and Autotask Integration
    This QuoteWerks webinar provides an overview of the QuoteWerks integration with Autotask.
  • Webinar: QuoteValet and QuoteValet Web
    This QuoteWerks webinar provides an overview of QuoteValet and QuoteValet Web.
  • Webinar: QuoteWerks Integration Features with Tech Data
    This webinar will covers the QuoteWerks integration features with Tech Data. Also joining us is Ryan McKenzie, Sr. eBusiness Specalist with Tech Data.
  • Webinar: Pricing and Packaging Strategies to Dramatically Increase Recurring Revenue
    Gary Pica of TruMethods along with Brian Laufer of QuoteWerks will share proven methods for pricing and packaging your IT service offerings. If you're recurring revenue is not increasing each and every month you need to hear what Gary has to say.
  • Webinar: QuoteWerks Integration with salesforce.com
    This webinar provides an overview of the QuoteWerks integration with salesforce.com.
  • Webinar: QuoteWerks Support and Training Options
    This webinar discusses the various training and support options QuoteWerks offers all of our customers.
  • Webinar: QuoteWerks v4.9 Builds 7 & 8
    QuoteWerks Version 4.9 builds 7 & 8 have something for everyone. This new release includes over 40 new features, including salesforce.com opportunity products, Autotask Purchase Orders & receiving, more QuoteWerks Dashboard features, additional PartLocator Distributors, time saving features, and much more.
  • Webinar: Ramp Up Your IT Services Sales with Autotask & QuoteWerks
    The combination of QuoteWerks and Autotask makes it simpler to provide estimates and proposals to prospective customers, combine sales quotes with business development opportunities in the pipeline, create orders and service tickets within Autotask, and gain visibility into revenue streams from products, services, managed services, and other sources. Len DiCostanzo, Autotask's SVP of Community & Biz Dev, and Brian Laufer, Vice Prseident at QuoteWerks, discussed on April 30th 2014 their respective solutions and how to get the most out of utilizing them in harmony. Thomas Clancy, Founder & VP of Sales for Valiant Technology, provides input from an MSP utilizing both Autotask & QuoteWerks to grow his business.
  • QuoteWerks v4.9 Build 4 Release Webinar
    This QuoteWerks Version 4.9 Build 4 release webinar has something for everyone. This new release includes over 45 new features, including Purchasing Support, ConnectWise Features, time saving features, and much more! After we cover the new features, attendees were able to ask questions.
  • QuoteWerks Sales Rep Training - March 2014
    This webinar provides an overview of QuoteWerks and QuoteValet from the sales rep perspective. We step through all of the QuoteWerks tabs and toolbar buttons. We then create a quote from start to finish with Product Content, Heading Lines, QuoteValet, etc. We also touch on QuoteValet Web at the end of the webinar.
  • QuoteWerks Integration with ConnectWise Webinar
    This webinar provides an overview of the integration between QuoteWerks in ConnectWise including creating a quote with QuoteValet, saving back to ConnectWise, and setting up the integration. This webinar focused on the new features in QuoteWerks v4.9 build 5 and ConnectWise 2014.2 including bundles, ConnectWise Notifications for quotes, Projects, and more!
  • QuoteWerks Sales Rep Training - February 2014
    This webinar provides an overview of QuoteWerks and QuoteValet from the sales rep perspective. We step through all of the QuoteWerks tabs and toolbar buttons. We then create a quote from start to finish with Product Content, Heading Lines, QuoteValet, etc. We also touch on QuoteValet Web and answer questions at the end of the webinar.
  • Version 4.9 Build 1 and 2 Release
    The QuoteWerks Version 4.9 Build 1/2 release includes over 80 new features, including QuoteValet Web, QuoteWerks Scripting, Undo / Redo, QuoteWerks Dashboard, Google Contacts, ConnectWise Purchasing Integration, and much more.
  • Version 4.8 Build 5 Release
    The QuoteWerks Version 4.8 Build 5 release includes 70 new features including Recurring Grouped Items, QuickBooks Item Name Creation, Distributor Online Ordering with Negotiated Pricing, and more.
  • Version 4.8 Build 1 Release
    The QuoteWerks Version 4.8 Build 1 release includes over 17 new features including QuoteValet Shopping Cart, Procurement Automation, Azure Support, Shipping Integrations, and more.
  • Version 4.7 Build 8 Release
    The QuoteWerks Version 4.7 Build 8 release includes over 20 new features including new email functionality, a new real-time partner (Comstor / Westcon Group), and additional Product Content (Etilize) functionality.
  • Version 4.7 Build 6 Release
    The QuoteWerks Version 4.7 Build 6 release includes over 10 new features including QuoteValet Mobile along with other QuoteValet enhancement features. This webinar is designed for existing QuoteWerks users and provides an overview of these features specifically focusing on QuoteValet and QuoteValet Mobile.
  • Version 4.7 Build 2 Release
    The QuoteWerks Version 4.7 Build 2 release includes over 38 new features including Links tab and PDF file improvements, QuoteValet enhancements, QuickBooks enhancements, Purchasing window enhancements, and ConnectWise functionality.
  • Version 4.7 Build 1 Release
    The QuoteWerks Version 4.7 Build 1 release includes over 29 new features including enhancements to product selection, quote delivery, customer acceptance, payment receipt, purchasing, and invoicing. With this release, our focus was putting money back in your pocket. This is evident in the new Etilize 2.0 upsell functionality, USA tax rates included free in the Real-time Module, and credit card processing with over 80 payment gateways, and more. In this webinar, we review all of the new features in Version 4.7 including Etilize 2.0, QuoteValet Credit Card Payments, Sales Tax, QuickBooks Custom Fields and POs, and even the enhanced formula and new summary lines on the Quote Workbook.