Version 5.2 Builds 6 & 8 are now available! 
These releases introduce over 53 new features including: new ConnectWise REST API support, QuickBooks Online, QuoteValet Video Support, Real-time leasing with Ingram Micro, Windows Authentication Login, multiple shopping cart templates, layout designer upgrade, and many more!
 
Click here to see all the features in QuoteWerks 5.2!
Have questions? Give us a call at (407) 248-1481
What's new?

 
QuickBooks Online
Take advantage of the new QuoteWerks to QuickBooks Online integration! This integration enables users to export their QuoteWerks documents to QuickBooks Online as Estimates, Invoices, and Sales Receipts, includes item support, and much more!  

 
QuoteValet Video Support
YouTube videos are supported for QuoteValet documents and individual line items! Share single or multiple videos on a document to help explain the line items in the document, introduce new offerings, or simply provide more information about your company.

 
Real-time leasing integration with Ingram Micro
Calculate your Ingram Micro Lease-IT financing options with a click of a button through the new QuoteWerks Ingram Micro Lease-IT Integration. 

 
ConnectWise REST API Integration
New ConnectWise integration utilizing the ConnectWise REST API. Additionally, support added for ConnectWise 2017.5, 2017.4, and 2017.3.  

 
Windows Authentication Login Support
Automatically log-in users into their QuoteWerks installation using their Windows login information. This feature enables any user to auto-login into QuoteWerks without having to remember their password for QuoteWerks.  
 
 
More Features...

 
QuoteWerks Commands

Create, edit, and customize system settings by running multiple commands simultaneously to automate changes inside QuoteWerks.


 
Exclude Etilize Results
Limit specific items from the Etilize search result for any items that have been discontinued, are outdated, or you simply don't sell.   

 
Multiple Shopping Cart Templates
Users can now have more than one QuoteValet Order Template used by the QuoteValet Shopping Cart. When uploading a new Order Form template to QuoteValet, you can choose which of the available Order Form Templates to use.

 
Layout Designer Upgrade
Ensure your QuoteWerks documents are fully branded! Customize your QuoteWerks Layouts with the exact text color used for your documents in QuoteWerks and never worry about branding again.   

 
Track Approvals
In QuoteValet Insight, you can see all documents that are approved, not approved, or pending approval on the Approvals tab.   

 
Purchasing Enhancements
Modify the HTML PO template that is used when emailing or saving a PO as a PDF from the Purchase Orders tab of the Purchasing Window. You can easily modify the email template itself that controls what the email looks like.   
You've seen the highlights...
Click here to see the entire list of new features in QuoteWerks 5.2!  
Download v5.2 now!
Updating your installation to QuoteWerks version 5.2 Build 8 is easy, fast, and does not require re-entering or re-registering License Keys. You may however, need to enter an Update Key if your UMP has expired. You can enjoy all these features in just a few minutes.  Update now!

 
Don't have your update key on file? Just contact our sales team at (407) 248-1481 ext.2 or sales@quotewerks.com and we will email your key to you. 

 
Visit our Customer Area Page to see what's new.

 
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