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QuoteWerks Logo - QuoteWerks Sales Quoting and Proposal Software - CPQ that integrates with leading CRM, PSA, and Accounting Solutions (ConnectWise, Autotask, QuickBooks, salesforce.com and more)
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Create professional, branded quotes and proposals in minutes.

  • Robust Features
  • World Class Support
  • Flexible Pricing
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QuoteWerks is used by mom-and-pop shops and Fortune 500 companies alike.

Use QuoteWerks, the sales quoting and proposal software solution, in your CPQ and Quote-To-Cash sales process.


 
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Create, Deliver, and Close Sales Faster - QuoteWerks CPQ

Sales Pipeline Transparency

A simple, yet powerful, design provides sales reps with an efficient and easy way to create, deliver, and track customer interactions to close.

QuoteWerks CPQ Reduces Errors in Your Sales Process

Reduce Errors & Misquotes

Peer and management approval workflows ensure every document created in QuoteWerks is accurate and consistent to reduce errors and misquotes.

Increase CRM and Accounting Efficiency with QuoteWerks CPQ

Integrated for Efficiency

Industry leading CRM and Accounting integrations will transfer your important sales data between QuoteWerks and your already deployed solutions.

Shorten the Quote-to-Cash Cycle with Electronic Signing / e-sign

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.

Collect Credit Card / ACH Payments from Customers

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.

Know When Quotes are Viewed and Accepted

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!

Create Branded, Professional Quotes, and Proposals using QuoteWerks CPQ

Beautiful, Branded Quotes & Proposals

Brand your sales quotes and proposals with beautiful and professional layouts. Include important documents such as SOW’s, terms and conditions and contracts. Create stunning presentations.

QuoteWerks CPQ enables you to Standardize Pricing, Margins, and Workflows

Standardize Pricing & Workflows

Create item lists, templates, and bundles to standardize your company’s product and service offerings in a simple and efficient workflow for document creation.

QuoteWerks CPQ has Centralized Quote Storage

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, and much more.

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Browse All Features

55+

integrations including CRM/PSA, accounting, vendor & distributor, shipping, leasing, and payment gateway integrations.

Browse All Integrations
QuoteWerks integrates with Dell for quoting and ordering
QuoteWerks integrates with QuickBooks - CPQ Solution
QuoteWerks integrates with Act! to create quotes and proposals
QuoteWerks integrates with Outlook for CPQ
QuoteWerks integrates with Fedex to quote shipping
QuoteWerks is the original Salesforce.com quoting and CPQ solution
QuoteWerks integrates with over 80 Credit Card Gateways including Authorize.net
QuoteWerks is the most integrated quoting and CPQ solution for ConnectWise Manage
QuoteWerks wins the ‘Best Quoting Software’ award for the last 8 years in a row !
  • QuoteWerks CPQ wins Best Quoting Software Solution from ChannelPro Magazine Readers
  • QuoteWerks CPQ is a Top Rated Quoting and Proposal Software Solution on TrustRadius based on reviews by our customers
  • QuoteWerks CPQ Vice President, Brian Laufer, named by CRN as a Channel Chief - MSP
  • QuoteWerks CPQ is a Top Rated Proposal and Quoting Software Solution on G2Crowd based on reviews by our customers
  • CardRates.com recently recognized QuoteWerks for Developing Premier Sales Quoting and Proposal Software and for our 25+ Year History of Innovation. They presented us with their Editor’s Choice™ Award for Top Quoting Software.
  • QuoteWerks CPQ wins BestPartner Involvement in Charlotte

Get engaged!

QuoteWerks Is the OG of Sales Quotes
Are you spending too much time editing existing quotes? Previously Recorded
How Quoting Software Can Help Your Sales Team Get The Right Product At The Right Price In Front Of the Right Customer At The Right Time
Is your procurement process too complicated? Previously Recorded
Pain Point Webinar Series: Having trouble keeping your team in the loop during the sales process? Previously Recorded
Need to offer more flexible payment options? Previously Recorded
Struggling to Get an Aggregate Overview of Your Sales Performance Previously Recorded
Lost Time is never found - Save time and money with QuoteWerks - Sale Quoting Software
Spending Hours Retyping Vendor Quote Data Into Your Proposal Previously Recorded
efficiency is doing better than what is already being done
QuoteWerks Integration with Kaseya BMS Webinar Previously Recorded
Pain Point Webinar Series: Struggling to Standardize Sales Reps' Quotes and Proposals? Previously Recorded
You never have a second chance to make a first impression
QuoteWerks Webinar focusing on new features like Ingram Micro Quote Importer, Kaseya BMS, and More Previously Recorded
Pain Point Webinar Series: Are You Losing Valuable Time Processing Routine Customer Re-orders? Previously Recorded
Deliver More With QuoteWerks
Pain Point Webinar Series: Spending too much time sourcing items from vendors? Previously Recorded
Pain Point Webinar Series: Obtaining Signed Agreements from Customers Taking Too Long? Previously Recorded
Pain Point Webinar Series: Sending Quotes & Proposals Full of Errors? Previously Recorded
Pain Point Webinar Series: Trouble Finding and Managing Your Quotes and Proposals? Previously Recorded
Pain Point Webinar Series: Chasing Customers for Payment? Previously Recorded
Pain Point Webinar Series: Tired of Creating Similar Quotes Over and Over? Previously Recorded

Your software is outstanding. You will literally save me days each month over my old semi- automated process. I just sent out three quotes totaling $200,000 in a fraction of the time I used to spend. The lightning quick turn-around time that I can now deliver, thanks to QuoteWerks, will certainly be a competitive advantage for us."

— Mark Schmale, Accelerated Post

QuoteWerks has changed the way we quote forever. We cannot go back to the "old" way. QuoteWerks has allowed us to remove the "black art" that only sales people with twenty years experience could apply. The team at Quintadena have been first class from the initial project outline to the continuing support of QuoteWerks."

— Wayne Albone, Thyssenkrupp

Your software is outstanding. You will literally save me days each month over my old semi- automated process. I just sent out three quotes totaling $200,000 in a fraction of the time I used to spend. The lightning quick turn-around time that I can now deliver, thanks to QuoteWerks, will certainly be a competitive advantage for us."

— Mark Schmale, Accelerated Post

QuoteWerks has changed the way we quote forever. We cannot go back to the "old" way. QuoteWerks has allowed us to remove the "black art" that only sales people with twenty years experience could apply. The team at Quintadena have been first class from the initial project outline to the continuing support of QuoteWerks."

— Wayne Albone, Thyssenkrupp


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