CRM & PSA Integrations
Over 15 CRM Integrations. Retrieve customer information, automatically create and keep sales opportunities up to date, 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.
Distributor Real-Time Pricing & Availability
Easily quote items from your distributors with up to the minute real-time pricing and availability from over 15 supported vendors.
Know When Quotes are Viewed
Know every times your customer views the quote, selects options, has questions, and when they electronically sign and make payment.
Beautiful and Professional Presentations
Create anything as simple as a one page quote to stunning 30 page proposals with our built-in layout designer or Microsoft Word templates.
Manage Products & Services
Link to product data sources and import price lists. Create Bundles / Kits of products and services.
No More Importing Products
Never import items again! Use the Product Content subscription to retrieve product pictures, customer-friendly descriptions, item spec sheets, accessories, and much more!
Peer Reviews & Approvals
Set approval requirements for your sales reps that require them to obtain approval before a quote can be sent.
Consumer Price Comparisons
Pull consumer pricing from Amazon, CDW, Staples, Dell, and more along with your distributor's pricing and availability.
Include labor charges with line items! Link a labor charge as a line item to a parent item so that when the parent item's quantity is changed, the labor quantity automatically changes with it.
Procurement - Submit Orders Electronically
In addition to emailing POs to all your vendors, you can also electronically submit purchase orders, track shipments, track serial numbers, and receive with IT Distributors Ingram Micro, Tech Data, Synnex, and D&H. Place orders with Amazon Business and Dell.
Accept Online Payments
With over 80 credit card and ACH payment gateway integrations, you can collect deposits, progress payments, balances, and even export payments to QuickBooks.
VendorRFQ enables customers to communicate with their vendors, discussing and negotiating pricing and details for goods and services, collecting and organizing this information from one or all of their vendors.
Quote products and services that recur monthly, quarterly, or annually and report on your recurring revenue.
Sales Tax Rate Lookup
Easily find the correct sales tax with your client's city and zip code.
FedEx & UPS Integrations
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!
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.
QuoteValet Mobile enables you to create Quotes-On-The-Go with your iPad or any HTML5 compatible tablet or browser.
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.
Document Audit Trail
Audit Trail Tracking provides the history of key event changes to the document, who changed it and when.
Upsell with Ease
Upsell your customers and generate more revenue. Etilize finds compatible accessories for items you sell.
No need for external reporting systems. With the built-in reporting system, you can filter your data and visually design the output. There are also exporting options.