Built for teams selling configurable products and services

Configure, Price, and Quote with Confidence

Create professional, branded quotes and proposals in minutes.

Trusted. Proven. Top-Rated.

Consistently Rated 4.5 Stars on Capterra, GetApp, and More

Trusted by Sales Teams Across Industries

Quoting Shouldn’t Be the Bottleneck

Your Sales Team Shouldn’t Be Fighting the Quoting Process

Complex pricing. Manual approvals. Multiple systems. Version confusion.
When quoting is slow or inconsistent, deals stall. Margins erode. Sales teams lose momentum.
The problem isn’t your people. It’s the process.

Manual & Disconnected Processes

Relying on spreadsheets, email approvals, and disconnected systems creates friction at every stage of the quoting process. Sales reps waste time switching tools instead of closing deals.

Pricing & Margin Risk

Without built-in controls, discounts and pricing errors slip through. Inconsistent margins and misquotes don’t just slow deals, they erode profitability.

Slow Approvals & Lost Momentum

Waiting on approvals or revisions stalls progress. When quotes sit idle, deals cool off and competitors gain ground.

HOW QUOTEWERKS SOLVES IT

A Smarter Way to Configure, Price, and Quote

QuoteWerks replaces manual, disconnected quoting with a centralized platform built for control, speed, and visibility.
From complex product configurations to pricing approvals and customer acceptance, everything flows through one streamlined process.
When your quoting process is structured, automated, and visible, deals move faster and margins stay protected.
QuoteWerks gives sales teams the tools to quote accurately, respond quickly, and close confidently.

Centralized Quoting Create, revise, and track quotes in one system — no spreadsheets or version confusion.
Controlled Pricing & Approvals Set rules, manage margins, and automate approval workflows.
Modern Customer Experience Deliver professional quotes customers can review, approve, sign, and pay online.

Who We Are

Built for the Long Term

QuoteWerks has been helping businesses configure, price, and quote for over three decades. We are a privately held company focused on building powerful, practical software that solves real-world sales challenges.
We don’t chase hype. We build durable tools that sales teams rely on every day.
Thousands of businesses trust QuoteWerks to power their quoting process — from small teams to global organizations.

Key Features

Why QuoteWerks?

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

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.

Reduce Errors & Misquotes

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

Integrated for Efficiency

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

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

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

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!

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.

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.

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.

Years in Business

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Integrations

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Active Users Worldwide

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Testimonials

"I love how structured everything is… every item already has descriptions, part numbers, and costs loaded… I’m not rewriting the same details over and over."

Chris M.

Founder, Chief Strategist & vCIO

"Makes quotes easier, especially when juggling multiple vendors... I like that it keeps my vendor pricing in one place every time my team or I prepare a quote."

Rowena H.

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