The Market Leading sales quoting and proposal solution!
Over 85,000 Users in 101 countries!

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Quote & Proposal Automation (CPQ)

With QuoteWerks, evolve your sales process so you can sell more, faster, and easier. Deliver a customer experience your brand can be proud of and your team will stand behind.

CRM & Accounting Integrations

QuoteWerks integrates with your existing CRM and Accounting solutions.

Electronic Signature & Online Payment

Close deals faster. Capture electronic signatures, easily accept orders and collect credit card / ACH payments (deposits, progress payments, balances).



Know when quotes are Viewed

Ever wonder what happens to your quote after you sent it? Get notified on all quote activity.

Approvals and Peer Reviews

Set approval requirements for your sales reps that require them to obtain approval before a quote can be sent.

Recurring Revenue

Quote products and services that recur monthly, quarterly, or annually. Provide both Lease and HaaS options.


Evaluating Quoting Software (CPQ) and Proposing Solutions?
Learn why QuoteWerks is the Market Leader!


If you are a professional looking to become more efficient and gain more control of your day to day — QuoteWerks is the fast, practical, reliable solution for you and your team.

What's New

Visit our What's New page


Download the latest update
v5.0 Build 2 (Released on January 23rd 2015)
6 New Features!
v4.8 Build 2.03 (Released on December 21st, 2012)
6 New Features!
v4.7 Build 8.09 (Released on September 28th, 2012)
v4.6 Build 3 (Released on March 21st, 2011)
v4.5 Build 7 (Released June 21st, 2010)
v4.5 Build 5 (Released April 23rd, 2010)

QuoteWerks is specialized (CPQ) software used in every industry for creating sales quotes and proposals. Rather than using Microsoft® Word® or Excel® to create your quotes and proposals, you can benefit from a tool that is specialized for the task of creating quotes and proposals.

QuoteWerks fits into your existing software environment. It works with the software that you store your customer information in like ACT!, ACT! for Web, Autotask, ConnectWise, GoldMine, Google Contacts, Maximizer, MS Dynamics CRM, Outlook, Outlook BCM, salesforce.com, SalesLogix, and SugarCRM eliminating the need to re-type customer information. QuoteWerks also has its own built-in contact database.

You can easily import your product information into QuoteWerks. QuoteWerks can link to product database sources like external databases, Excel spreadsheets, or text files. You can also just type product information directly into the quote. If you use QuickBooks or Peachtree, QuoteWerks can even quote products that you have stored in QuickBooks or Sage 50 - US Edition / Peachtree.

Our IT Industry Solution provides an integration with Tech Data, Ingram Micro, SYNNEX, D&H and more. You can get real-time pricing and warehouse availability from your vendors and using our QuoteWerks Product Content Subscription (powered by Etilize), customer friendly product descriptions, product images, and marketing descriptions. With QuoteWerks you can also submit orders electronically to your vendors and receive order status with shipping tracking numbers, serial numbers and more.

With our QuoteValet® Add-on, you know when your customer views your quote and your customer sign electronically - no more signing and faxing, and can collect credit card payment including deposits.

It integrates with your Accounting software like QuickBooks, Sage 50 US Edition / Peachtree, or others through 3rd party Accounting add-ons so when those quotes become orders you don't have to re-enter your orders, and those orders can be submitted electronically to your vendors! All of this eliminates costly mistakes.

QuoteWerks has been empowering businesses for over 25 years - increasing their productivity and closing more sales by simplifying and speeding up their price quoting/proposal processes in the office and on the road.

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Have you ever asked yourself "How long does it take to create a quote or proposal?"

If you take the time to really think about it you begin to realize what a time-consuming, daunting task it is. That's probably why most of us procrastinate getting those quotes out to our customers.

Just grazing the surface, you need to find the products, services, prices, descriptions, call your vendors for updated pricing, type it all into the quote, format the quote, e-mail it to your customer and then follow up with your customer.

QuoteWerks will make you more efficient, more consistent, more professional, and more competitive. The content of your quote and how you present your quote is important. The quote represents not only what you are selling, but is also an extension of your company brand and image.

First impressions are important; they can make or break deals. The quicker you can get that quote into your customers hands the better chance you have of winning their business.

Using QuoteWerks, you can "go the extra mile" for your customers - without all the legwork!

Bottom line; If you want to save time and money when quoting, selling, ordering, and purchasing products and services you need QuoteWerks®

Read in Progressive Distributor Magazine how Precision Airconvey reduced their quoting time from 5 hours per quote to just one hour.

How are you creating your quotes and proposals now? Are you still using Microsoft® Word®, Excel®, or your Accounting software to create your price quotes? Find out how QuoteWerks is a much better solution.

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QuoteWerks is used in almost every industry by over 85,000 users worldwide in over 101 countries. We are the market leader.

Whether your company is a small 1-person company or a large Fortune 100 company, you can benefit from the increase in productivity QuoteWerks provides. Who are our customers?

This cross industry adoption of QuoteWerks is made possible by the core design of QuoteWerks which adheres to the fundamentals of the quoting process. This core design has contributed to its ability to be a useful tool for any industry that has a need to create price quotes containing itemized products or services.

Of the hundreds of industries our customers are in, customers that heavily adopt QuoteWerks are IT Solution Providers, VARs, Managed Service Providers (MSPs), AV/Security Integrators, Custom Integrators, Manufacturers, and Manufacturer Reps.

Our customers use QuoteWerks to quote a wide variety of products including clothing, office products, electronics, medical equipment, irrigation equipment, landscaping, industrial equipment, trucks, and more. Hear our customers describe in their own words what industry they are in and what they sell using QuoteWerks.

See what our customers say about their experience with QuoteWerks.

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QuoteWerks is offered in 3 cost effective solutions that are scalable:

QuoteWerks Standard Edition starts at USD $199
QuoteWerks Professional Edition starts at USD $269
QuoteWerks Corporate Edition (MS SQL) starts at USD $399

and comes with a 30 day money back guarantee.

View our complete price list. View our Edition Comparison matrix.

Some customers ask "Is that price monthly?". No, it is just a one-time purchase. There are no setup fees. The price includes phone support. Our licenses are sold per concurrent user, not per named user, so if you have someone that only occasionally uses QuoteWerks, you don't have to buy a license for them.

If those prices seem too inexpensive for how robust QuoteWerks is, it is our volume of 85,000 users that makes it possible for us to keep the prices affordable for all our users.

QuoteWerks CPQ integrates with CRM/PSA solutions to create quotes and orders

Seamless CRM / PSA Integrations

Retrieve customer information, automatically create and keep sales opportunities up to date, schedule follow-up calls and much more with your PSA/CRM solution.

QuoteWerks CPQ integrates with Accoutning Solutions like QuickBooks to create quotes and orders

Integrates with QuickBooks® and Sage 50

QuoteWerks automatically creates Estimates, Invoices, Sales Orders, and even Purchase Orders in QuickBooks Desktop, QuickBooks Online, and Sage-50 US Edition (Peachtree). Automatically creates and updates items including customer's information. No more duplicate entry. QuoteWerks partners have created integrations with Sage 100, Sage 200, etc.

QuoteWerks CPQ knows when leads view interactive quotes

Know when quotes are Viewed and Accepted

Ever wonder what happens to your quote after you sent it? With the QuoteValet subscription, instead of emailing a PDF of your quote, it creates an interactive web page where your customer can selection options, ask questions and even sign electronically. Best of all, you will get notified on all quote activity.

How often has a client asked for a discount and you've wondered if they have even looked at the proposal yet? Would you like to be able to pick up the phone and call the client while they are looking at your proposal? Striking while the iron is hot.

QuoteWerks CPQ with QuoteValet enables you to receive credit card payments from over 80 gateways

Collect Credit Card Payments from Customers

The QuoteValet subscription also allows you to collect deposits, progress payments, balances, and even export payments to QuickBooks. We support over 80 gateways including QuickBooks Merchants, Authorize.net, and PayPal.

QuoteWerks CPQ with QuoteValet has an online shopping cart for customers to re-order

Shopping Cart

Create online order forms with the QuoteValet Shopping Cart. Use them to automate customer re-orders or receive paid orders from a promotional email blast.

Create Quotes on your tablet or on the road with QuoteValet Mobile / QuoteWerks CPQ

QuoteValet Mobile

QuoteValet Mobile enables you to create Quotes-On-The-Go with your iPad or any HTML5 compatible tablet or browser.

QuoteWerks CPQ has an approval process

Approval and Peer Review

Set approval requirements for your sales reps that require them to obtain approval before a quote can be sent. Watch the Video.

QuoteWerks CPQ Supports Labor

Quote Labor

Include labor charges with line items! Link a labor charge as a line item to a parent item so that when the parent's item is changed, the labor quantity automatically changes with it.

QuoteWerks CPQ has sales tax rate lookup tables - charge the correct tax rate"

Save Time looking up Sales Tax rates

Sales Tax Rate lookup service included in the Real-Time module. Retrieve sales tax rates by your customer's zip code.

QuoteWerks CPQ integrates with shipping companies like Fedex and UPS

FedEx & UPS Integration

The QuoteWerks Shipping Integration with FedEx and UPS enables you to obtain real-time shipping quotes from your carriers.

QuoteWerks CPQ integrates with IT Distributors like Tech Data, Ingram Micro, Synnex, and more

Distributor Real-Time Pricing and Availability

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

QuoteWerks CPQ has built-in leasing capabilities and integrates with GreatAmerica and Ingram Micro Leasing

Leasing Integration

Built-in lease payment calculation support, including a leasing integration with GreatAmerica Financial Services.

QuoteWerks CPQ integrates with Microsoft Word to create SOW, Proposals, Contracts, and more

Word Based Proposals

Create Microsoft Word based quotes and proposals from within QuoteWerks or use the built-in layout designer.

QuoteValet Dashboard enables you to have a better view of your company and sales reps

QuoteWerks Dashboard

The QuoteWerks Dashboard gives a high-level overview of your total dollar amount and number of quotes and orders from the current month, last month, and two months ago. You can also see quotes expiring within the next week and even handle ConnectWise quote-request notifications.

QuoteWerks CPQ has built-in Procurement functionality and integrates with distribution, Dell, QuickBooks, PSAs, and more

Procurement Tracking

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

QuoteWerks CPQ integrates with Etilize so you do not need to maintain product databases for each of your IT distributors

No More Importing Products (Etilize)

Customer Friendly Descriptions, Product Images, Spec Sheets and more.

QuoteWerks CPQ obtains pricing from consumer sites like Amazon, NewEgg, CDW, and more

Compare your prices with Consumer Prices

Pulls in consumer pricing from Amazon, CDW, Dell, and Staples

QuoteWerks CPQ makes it easy to sell upsell

Upsell with Ease (Etilize)

Include optional manufacturer suggested accessories to generate more revenue

QuoteWerks CPQ has cloud database capabilities on Amazon RDS and Microsoft Azure

Azure Cloud Hosted Product Database

Our new Microsoft Azure integration enables you to host your QuoteWerks Product Databases in the cloud.

QuoteWerks CPQ has scripting functionality to extend QuoteWerks features

QuoteWerks Scripting

QuoteWerks now has built-in VB scripting in the Corporate Edition which enables you to write code to extend the functionality of QuoteWerks. Do special validations, check for combinations of items, and more.

Capture Recurring Revenue with QuoteWerks CPQ

Recurring Revenue

Quote products and services that recur monthly, quarterly, or annually. Report on your recurring revenue.

QuoteWerks CPQ partlocator


It can be tough keeping up with all the new parts on the distributor websites. Now, QuoteWerks provides you with ALL the parts from D&H, Tech Data, Ingram Micro, & SYNNEX with the Product Content Subscription

Quote HaaS (Hardware as a Service) with QuoteWerks CPQ

Recurring Groups

Grouped Bundles on the quote can be converted to a single recurring monthly revenue amount. All of the individual items in the bundle are totaled and then you can set an Annual Percentage Rate (APR) and a Term like 24 months at a 20% APR. This feature can be used for Hardware as a Service (HaaS) quoting.

QuoteWerks CPQ has on audit trail for your quotes

Document Audit Trial

Audit Trail Tracking provides the history of key event changes to the document, who changed it and when.

Try before you buy. Download a free trial today!