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The #1 Integrated Sales Quoting and Proposal Solution!
Over 85,000 Users in 101 countries!

 

A simple, yet powerful, design provides sales reps with an efficient and easy way to create, deliver, and track customer interactions to close. Quote Management ensures greater insight into your sales pipeline.
Standardize your sales quotes and proposals with branded company layouts. Include important sales documents such as SOW’s, terms and conditions, contracts, and much more.

 

Reduce Errors in Your Sales Process

Reduce Errors in Your Sales Process - QuoteWerks CPQ
Peer and management approval workflows ensure every document created in QuoteWerks is accurate and consistent and will reduce time-wasting errors and misquotes.
Create item lists, templates, and bundles to standardize your company’s product and service offerings in a simple and efficient workflow for document creation.

 

Industry leading integrations will accurately and reliably transfer your important sales data between QuoteWerks and your already deployed solutions.
Store and manage all of your documents in a central, searchable location to easily find existing documents. Filter by date, company, sales rep, expiration date, and much more to never lose a document again.

QuoteWerks Features and Integrations

 

Over 15 CRM Integrations. Retrieve customer information, create sales opportunities, schedule follow up calls, and more!
Use the web version of QuoteWerks to create, edit, and view quotes from anywhere using a web browser.

 

Create Purchase Orders, Invoices, Estimates, and export line item details to QuickBooks, QuickBooks Online, Sage 50, and more.
Easily quote items from your distributors with up to the minute real-time pricing and availability from over 15 supported vendors.

 

Link to product data sources and import price lists. Create Bundles / Kits of products and services.
Never import items again! Use the Product Content subscription to retrieve product pictures, customer-friendly descriptions, item spec sheets, accessories, and much more!

 

Create anything as simple as a one page quote to 30 page proposals with our built-in layout designer of Microsoft Word templates.
Electronically submit, track, and receive purchase orders with IT Distributors Ingram Micro, Tech Data, Synnex, Dell, and D&H. Place orders with Amazon Business. Email POs to all of your other vendors.

 

Include labor charges with line items!Link a labor charge as a line item to a parent items so that when the parent item's quantity is changed, the labor quantity automatically changes with it.
Pull consumer pricing from CDW, Staples, Dell, and more along with your distributor's pricing and availability.

 

Know every times your customer views the quote, selects options, has questions, and when they electronically sign and make payment.
Set approval requirements for your sales reps that require them to obtain approval before a quote can be sent.

 

With over 80 credit card and ACH payment gateway integrations, you can collect deposits, progress payments, balances, and even export payments to QuickBooks.
Upsell your customers and generate more revenue. Etilize finds compatible accessories for items you sell.

 

Quote products and services that recur monthly, quarterly, or annually and report on your recurring revenue.
Easily find the correct sales tax with your client's city and zip code.

 

Shipping integrations with FedEx and UPS enables you to obtain real-time shipping quotes from your carriers.
Built-in lease payment calculation support, including real-time leasing integration with GreatAmerica Financial Services and Ingram Micro Lease-IT!

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.