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Discover why MSPs choose QuoteWerks over Datto Commerce to effectively communicate value, clarify objections, and gain approvals faster.

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Why To Choose QuoteWerks

Quote Generator

QuoteWerks is designed to make the process of creating quotes less error prone, more efficient and more profitable.

Since the creation of price quotes requires an investment of time, and since not all quotes are converted into orders, it quickly becomes important to streamline the quoting process, and in the process realize a tremendous time savings.

Deliver, Collaborate, Close

Dashboard Notifications

Know When Quotes are Viewed and Accepted

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? With QuoteValet - You are notified the first time the customer looks at the quote and each additional time they look at it. Knowing this you can call the customer while they are looking at your proposal, the moment they are most interested in your proposal. You will get notified on all quote activity by email and through your QuoteValet Dashboard. Strike while the iron is hot!

Upfront Options

Stop the Back and Forth

Reduced Errors

How often have you delivered a quote, only to have the prospect say "can you add option X and resend me the quote?". It adds a lot more work and delays the sales process. With QuoteValet, you can include all the options up front, letting the prospect choose the options they want, including quantities (You control which quantities the prospect is allowed to change), and the quote will automatically be recalculated. If the prospect increases the quantity of an item, the services associated with that item will also be adjusted accordingly.

Electronic Signing

Shorten the Quote-to-Cash Cycle with Electronic Signing

Increased Efficiency

Get customer signatures electronically - no more asking the customer to print out the PDF, sign it, and then scan and email it back to you. You are asking a lot of your customer. Capture your customers' signature graphical or text based signature. Customers can view and accept your quotes from anywhere including their mobile devices.

Easy Payment System

Collect Credit Card / ACH Payments from Customers

With QuoteValet you can collect deposits, progress payments, balances or the full amount of the quote. You can even export payments to QuickBooks. We support over 80 gateways including QuickBooks Merchant Services, Authorize.net, ConnectBooster/BNG, and PayPal. Customers can also elect to pay by different lease options, or by entering in their ACH checking information into the QuoteValet Payment page.

Allow Customers to Edit Quotes

Collaborate with Your Customer

Interactively refine the elements in your quote with your customer through QuoteValet's collaboration features using QuoteValet's integrated comment and synopsis features. All of your customers questions and your answers will be recorded on the quote keeping all communication together in one location that can be easily referenced at any time by both your salesrep and your customer. With the notification features, your entire team can be notified of these customer questions and salesrep responses.

Auto-reminder Integration

Your Sales Rep gets a free assistant!

In QuoteValet, auto-reminders can be set to automatically remind a prospect that they have not viewed your quote and that it is still waiting for their review. When a quote is about to expire, QuoteValet can automatically notify your prospect that the quote is about to expire so they can view it and move forward. When a prospect views an expired quote, it automatically notifies the sales rep so they can reach out to them and send them an updated quote. You will even receive SMS text notifications on your phone when large quotes are accepted so you can give them special, immediate attention.

Team Communication when Quoting

Keep Your Team in the Loop

When quotes are viewed, accepted, and when payment is made, QuoteValet keeps your entire team in the loop from salesreps to sales managers to accounting and operational teams to ensure no steps are forgotten ensuring a positve customer experience.

Approval and Peer Review Before Sending to Customers

Approval and Peer Review

Managers can use QuoteValet to approve quotes before they are submitted to the customer while out of the office through their web browser or mobile phone. Peers can submit valuable peer review feedback while out of the office through their web browser. In QuoteWerks, you can set approval requirements for your sales reps that require them to obtain approval before a quote can be sent.

Share Files with your Customer

Share Files with your Customer

Your customers can upload files to complete the sale! Upload POs, SOWs, artwork, photos, signed contracts, and much more directly from your QuoteValet documents! When files are uploaded you are notified by email, keeping you in the loop and keeping the ordering process moving along efficiently until completion. [Watch a Video]

Include Videos

Include Videos

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.

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35,000 active+

Users Worldwide

115+

Integrations

30

Years in Business

Distributor Real-Time Pricing and Availability

Easily retrieve your distributor pricing and availability from over 15 distributors.

Submit Orders Electronically

Order items for multiple orders electronically with Amazon Business, D&H, Dell, Ingram Micro, SYNNEX, and Tech Data. Use real-time pricing or your sales rep negotiated prices.

Procurement Tracking

Our complete Distributor Integration retrieves your pricing & availability, places electronic orders and tracks your shipments, serial numbers, & receiving.

Real-time Leasing Integration

Built-in lease payment calculation support, including a leasing integration with GreatAmerica Financial Services and Ingram Micro Lease-IT!

Dell Premier Integration

The QuoteWerks Dell integration enables Dell Premier Partners with Punchout credentials, the ability to import quotes, create order requisitions, and even place orders with Dell.

Amazon Business Integration

Search and build quotes for products available on Amazon Business within QuoteWerks' Product Lookup. QuoteWerks integrated purchasing makes it easy to create Purchase Orders and send them directly to your Amazon Business account.

Seamlessly Integrate All of Your Systems

Our integrations allow you to work seamlessly within multiple systems without adding to your workload. Implement QuoteWerks into your current workflow and reduce your quoting and proposal time.

  • CRM & PSA
  • Accounting
  • Vendors & Distributors
  • Shipping Integrations
QuoteWerks Integrations
Datto Commerce may not be the best solution for your team...

Choose QuoteWerks over Datto Commerce as your Quoting Solution!


Does Datto Commerce fit into your existing sales workflow?
Does Datto Commerce integrate with all of your vendors and distributors?
How quickly does Datto Commerce respond to feature requests?
Have you tried contacting Datto Commerce support?

Better Support

Your purchase of QuoteWerks comes with a package of 45 minutes of phone support. After that, additional phone support is available for $1 a minute. Quickly resolve complex integration configurations in an instantly bidirectional phone conversation. Waiting on the back and forth of emails or tickets extensively delays resolutions and is a terrible customer experience. That’s why we offer phone support, because we care about our customer’s experience. Of course, if you prefer to work from tickets, our email and ticket support is included with your purchase as well. Phone support is costly to provide, but our customers are worth it.

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.


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 is used by mom-and-pop shops and Fortune 500 companies alike.
  • Blackbox
  • ECOLAB
  • Honeywell
  • Scantron
  • Scholastic
  • Skyline

What Our Clients Say About Our Quote Software

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

In the past, a lot of 'pricing' information was in my head, but now anyone in my company can do a quote without any pricing decisions to make. I have everything preloaded so there are no decisions for them to make other than what to quote and how quick to get a signature!

— Scott Edwards, Netranom Communications

QuoteWerks' service is second to none in the field of software support. Responses are quick and the staff is always polite, understanding and helpful. For anyone considering a quotation software solution, we highly recommend QuoteWerks.

— Paul Hackett, H2flow, Inc.

I can honestly say that I have gained clients and have been awarded contracts due to the professional looking quotes / proposals that I deliver even when my product is the same as my competition. I would love to think that it was me as the super salesperson, but time and time again, QuoteWerks helps close the sale as much as I do.

— Bud McCormick, Paradise Foam, LLC

Additional Quoting Software Resources

Tips for Selecting Quoting Software

Tips for Selecting Quoting Software

At first, it looks like all the solutions are similar, but there are some key areas where they are very different

The Importance of a Quoting System

The Importance of a Quoting System

First impressions are essential – and they often make or break deals.

How a Quote Management Tool Saves Time

How a Quote Management Tool Saves Time

Using a quote management tool has reduced the time it takes to generate a quote from two hours down to 30 minutes

Are you still evaluating Datto Commerce?

Disclaimer: Parties other than Aspire Technologies, Inc. (QuoteWerks) may provide products, services, recommendations, or views on QuoteWerks' site ("Third Party Materials"). Aspire Technologies, Inc. is not responsible for examining or evaluating such Third Party Materials, and does not provide any warranties relating to the Third Party Materials. Links to such Third Party Materials are for your convenience and does not constitute an endorsement of such Third Party Materials. QuoteWerks is a registered trademark of Aspire Technologies, Inc. Third Party Materials may not be associated with Aspire Technologies, Inc. in any way and their trademarks are only used here for comparative purposes.