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White Papers and Guides

Dive into common business challenges that companies face when creating quotes and proposals

Thank you for your interest in our white papers, guides, and case studies. If you have any questions, please feel free to give us a call at 407-248-1481 or send an email to sales@quotewerks.com to schedule a demo or request a personalized quote.

Report: 2023 QuoteWerks Trends in IT Procurement

This is the second annual Trends in IT Procurement Report from the QuoteWerks Team. Changes in the Business and Information Technology Communities continue to drive innovation and operational strategies.

Read the report for more details and stats...

Fact Sheet: QuoteWerks Integration with Amazon Business

Challenge: Give users a true eCommerce experience, and get a handle on tail and rogue spend.

Solution: Offer access to Amazon Business content directly and seamlessly from within QuoteWerks (product search and integrated purchasing).

Report: 2022 QuoteWerks Trends in IT Procurement

The IT services industry has experienced a monumental shift over the past two decades. On the technology side, digital transformation and cybersecurity are garnering most of the attention and business discussions.

Read the report for more details and stats...

Case Study: CPQ | Onepath's Strategy for Procurement

Challenge: Like many MSPs, they’ve had challenges with their supply chain, including hardware availability and pricing.

Solution: They use QuoteWerks to know which companies have products in stock so they can get the best price.

White Paper: 13 Tips for Selecting Quoting Software

At first, it looks like all quoting solutions are similar, but there are key distinctions.

We've compiled the core capabilities that separate the various solutions so that you can use them as a guide to choose the right solution for your company.

Case Study: Faster Quotes Improve the Bottom Line for Techevolution

Challenge: Quoting was taking too long at more than an hour per quote, and only about 50% of their quotes were getting approved

Solution: With QuoteWerks, quoting takes only five minutes. Since they can get quotes into the hands of customers faster, about 99% of quotes are approved.

White Paper: Top Tips for How to Write a Business Proposal in 2020

Ten years ago, salespeople might create a proposal using a tool like Microsoft Word or Excel. To accomplish this, they had to search for a template somewhere on the company’s network. These templates might be out-of-date as there were likely multiple versions used for a variety of proposals scattered across the network.

In contrast, creating proposals in 2020 requires a different approach...

White Paper: Business Proposal Ideas That Will Help Your Team Close More Deals

Is your sales team sending out too many proposals that don’t close? Some proposals seem to fall through the cracks and you never get a response. It can seem like all of that work was for nothing.

Before you give up – there is a solution! Follow these nine business proposal ideas to help your team close more deals.

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