Quote Faster. Price Accurately. Keep Everything Connected.
Quoting & CPQ software for businesses selling products, services, and configurable solutions.
Stop wasting time building quotes manually, looking up prices, and entering the same information into multiple systems.
QuoteWerks helps your team create accurate, professional quotes using connected product catalogs, pricing, and CRM data. Streamline approvals and customer acceptance, then carry approved quotes into purchasing and order management.
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Quoting Shouldn’t Be the Bottleneck
What's Holding Back Your Quoting Process?
See how QuoteWerks solves the challenges you're facing today.
Still quoting in Excel/Google Sheets or Word?
Stop rebuilding quotes, fixing formulas, and copying information between files. See how QuoteWerks replaces manual quoting with an organized, repeatable process.
Outgrowing your CRM's quoting tools?
Create more sophisticated quotes while keeping customer, opportunity, and sales information connected to the systems you already use.
Your current quoting software isn't enough?
Explore deeper pricing control, supplier connections, product configurations, and post-sale purchasing workflows.
WHY QUOTEWERKS
What Makes QuoteWerks Different?
More than creating quotes. Discover the flexibility, capabilities, and customer-first policies that set QuoteWerks apart.
Flexible Licensing & Pricing
7 employees but only 2 simultaneous users? You only need 2 licenses.
Unlimited quotes. No activation fees. No mandatory annual contracts.
More Detail
Share concurrent-user licenses across your team instead of paying for a license for every employee. Flexible licensing helps keep costs aligned with actual usage.
Deployment Flexibility
QuoteWerks adapts to the way your business operates—not the other way around. Choose Web, Desktop, or Hybrid.
Keep using existing systems, including QuickBooks Desktop, where supported.
More Detail
Mix browser-based and desktop workflows while sharing quotes and business data. QuoteWerks adapts to your existing environment instead of requiring you to replace everything.
Deep Integrations. Not Just Connections.
Not all integrations are created equal. QuoteWerks integrations are developed and maintained by us—not simply bolted on through third-party add-ons.
There’s a big difference between software that merely connects to another system and software that integrates to it in meaningful ways.
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Work with your CRM, PSA, accounting, and vendor platforms in meaningful workflows rather than simply move basic records between applications.
With integrations, you’re free to choose the tools that work best for your business, rather than being locked into a single vendor’s ecosystem.
Purchasing, Procurement & Order Tracking
Don’t stop at the quote. Create purchase orders, order electronically, and track shipments and receiving.
One connected quote-to-fulfillment workflow.
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Combine purchases from multiple orders, place electronic orders with supported distributors, and track ordered, shipped, and received products from one centralized system.
Confidently answer the questions: “Has everything been ordered?”, “Has everything been received?“, and “Where is my order?”
And a company you can count on
Legendary Support
We know you don’t know us yet and can’t make a decision based on us telling you this, but once you become a customer, you will experience what so many of our customers are saying.
What earns our team the title “Legendary”? It’s well-trained, knowledgeable, helpful, in-house Orlando, FL, technical support reps who go above and beyond to help our customers while keeping the call queue wait times down and meeting ticket SLA goals.
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Email and phone support are available to all QuoteWerks customers, regardless of their edition. We don’t restrict phone support to expensive plans or require you to navigate an email-only support process just to speak with someone.
Plus, all initial sales come with an allotment of phone support, so you start off on the right foot.
Independent by Choice
Over 30 years ago, QuoteWerks helped pioneer the quoting software industry. Today, we continue to innovate as an independently owned, self-funded company with no venture capital backing.
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No outside investors directing our roadmap. No parent company setting our priorities. Just a commitment to building dependable software, listening to our customers, and delivering long-term value.
Why QuoteWerks?
Create Quotes & Proposals
Stop Starting Over
Instead of starting each quote from scratch, use previously setup products, bundles, required items, optional items, quote templates, and even a configurator which takes you step-by-step building a quote one part at a time so you don’t have to create your quotes from a blank screen.
Pricing That Works the Way You Do
Whether you use simple markups or need more sophisticated pricing, QuoteWerks gives you control over how every product and service is priced. Choose from markup, gross margin, discount from list, volume-based pricing, formulas, customer price levels, and customer/product pricing matrices.
Beautiful, Branded Quotes & Proposals
Brand your customizable sales quotes and proposals with beautiful and professional layouts. Include important documents such as SOW’s, literature, spec sheets, terms and conditions and contracts.
Centralized Quote Storage
Store and manage all of your documents in a central, searchable location to easily find existing documents. Filter by date, company, sales rep, product, and much more.
Use Your Connected Systems
Leverage your CRM
You’ve already entered your customer information into your CRM. Why enter it again? QuoteWerks pulls that information directly into your quotes, eliminating duplicate data entry. And it doesn’t stop there. QuoteWerks writes information back to your CRM, updates opportunities, and keeps your sales team informed without having to update multiple systems.
Don't Re-Enter Everything in Accounting
You’ve put in the work building the quote, selecting products, setting prices, and placing purchase orders. Now you need all that information in your accounting system. Why start over? QuoteWerks can create customers, items, orders, invoices, purchase orders, and more directly in your accounting software like QuickBooks and Xero, saving time and eliminating duplicate data entry.
Pricing & Approvals
Reduce Errors
Using standardized product definitions and templates along with peer review, and management approval workflow including rules based, margin triggers, ensures accurate quotes and product and pricing errors are caught.
More Than Just Description, Quantity, & Price
Your products are more than a description, quantity, and price. QuoteWerks lets you include custom fields, product images, videos, and specification sheets to provide the details your customers need. Product databases and real-time supplier lookups help ensure you’re quoting the correct manufacturer part numbers and using current supplier pricing.
Send, Track & Close
Know When Quotes are Viewed
Ever wonder what happens to your quote after you sent it? How often has a customer asked for a discount and you’ve wondered if they have even looked at the proposal yet? Get notified with QuoteWerks!
Electronic Signing & Acceptance
Get customer signatures electronically – no more asking the customer to print out the PDF, sign it, and then email it back to you. Your customers can easily review, accept, and sign.
Collect Credit Card & ACH Payments
Collect deposits, progress payments, balances or the full amount of the quote. QuoteWerks supports over 80 gateways – use your existing gateway.
Sales Pipeline Visibility
Know how many quotes are open, what stage they are in, and how much revenue they represent.
Orders & Purchasing
Stop Re-Entering Orders
QuoteWerks carries your quote information directly into your orders, eliminating tedius duplicate data entry and reducing errors. From there, create one or more purchase orders with full control over what you order, when you order it, and which vendors you purchase from.
Know What's Ordered. Know What's Received.
Orders flow into one or multiple purchase orders, you only create a purchase order for a vendor if you know the vendor has it in stock. Place orders, and track what’s been ordered, shipped, and received so you always know what’s outstanding.
Who QuoteWerks is Built For
From complex product configurations to services and recurring revenue, QuoteWerks supports the quoting needs of businesses across industries.
B2B Sales Teams
AV & Systems Integrators
Manufacturers & Reps
MSPs & IT Solution Providers
Security & Surveillance
Telecommunications
Distribution & Equipment Sales
Professional Services
If your business needs flexible quoting, pricing controls, approvals, and professional proposals, QuoteWerks can adapt to your workflow.
HOW IT WORKS
From Prospect to Order in 6 Simple Steps
Step 1
Start with Your Prospect
Pull prospect, contact, and opportunity information from your CRM or PSA, or enter it directly in QuoteWerks.
- Start from your CRM, PSA, or inside QuoteWerks
- Select customer and opportunity details
- Keep customer information connected
Step 2
Build the Quote
Add products and services, configure solutions, apply pricing and discounts, and see your costs and margins.
- Add products, bundles, services, and optional items
- Apply pricing rules and discounts
- View costs, margins, and totals as you build
Step 3
Review & Approve
Make sure the quote is accurate and profitable, with approval workflows available when needed.
- Standardize quote quality
- Support review and approval workflows
- Help protect margins and reduce errors
Step 4
Deliver the Quote
Create a professional, branded quote or proposal and deliver it to your customer.
- Generate polished quotes and proposals
- Use branded templates and layouts
- Include supporting documents and terms
Step 5
Get the Sale
Let customers review options, ask questions, electronically sign, accept, and pay online.
- Customer-friendly online quote experience
- Electronic acceptance and signature
- Online payment collection
Step 6
From Accepted Quote to Purchase Order
Handle purchasing and fulfillment while updating your CRM, PSA, accounting, and other business systems.
- Turn accepted quotes into orders
- Support purchasing and fulfillment workflows
- Update connected business systems
A Quote for Every Business. A Format for Every Need.
Browse Quote Examples • Click to Zoom
WORK WITH THE SYSTEMS YOU ALREADY USE
Your quoting process. Your choice of tools.
Connect QuoteWerks with the CRM, PSA, accounting, and supplier systems you already use. Bring customer details and supplier pricing into your quoting process, then keep sales information moving across your business.
Extend QuoteWerks Web with thousands of additional app connections through Zapier. Features and availability vary by integration.
CRM & PSA
HubSpot · Salesforce · ConnectWise
Autotask · HaloPSA · Zoho CRM
Connect customer, contact, opportunity, and sales information.
ACCOUNTING
QuickBooks Online · Xero Accounting
Carry quote, purchase orders, and sales information into supported accounting systems.
VENDORS & DISTRIBUTORS
Ingram Micro · TD SYNNEX · D&H · Amazon Business
Access supplier product information, pricing, availability, and supported procurement workflows.
Ready for the Next Step?
QuoteWerks is used by mom-and-pop shops and Fortune 500 companies alike.
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Testimonials
What Our Customers Are Saying
Real teams use QuoteWerks every day to create faster, more accurate quotes, streamline vendor pricing, and stay in control of their sales process. Here’s what that looks like in practice.
Blogs
Practical ideas and guidance for improving your quoting and sales process.