Please enable JavaScript to view this site.

QuoteWerks Help
Version 24 (Build 2.04) 
April 17, 2024

Navigation: » No topics above this level «

Fast-track Overview

Scroll Prev Top Next More


Guided Screenshot tour, Take a Tour, Features & Benefits, QuoteWerks vs Word/Excel, QuoteWerks vs Accounting, Getting Started with QuoteWerks, Reasons Customers Choose QuoteWerks, Tips for Selecting Quoting Software, Customer Testimonials, Notable Customers, Reviews, Case Studies, Customer Demographics, Pre-Sales FAQ, How-to-Use FAQ


Try It

Download Demo Version



Editions, Real-time Module, Product Content Subscription, QuoteValet Subscription, Update Maintenance, Compare Editions, Licensing Model/Concurrent, Customization Services, Proficiency Booster Sessions, Accelerated Implementation Service, Professional Services, QuoteValet Web Development Services


Core Quoting

Quantities, Quantity Multipliers, Price Modifiers Markups, Price Modifiers Discounts, Cost Modifiers (product database and Quote Workbook), Price Comparisons, Price Refreshing, Item Refreshing, Write-in Products, Searching for Products, Quick Product Lookup, Charge Lines, Discount Lines, SubTotals, Running SubTotals, Comment Lines, Recurring Revenue, Heading Lines, Item Grouping, Formula-based Unit Pricing, Customizing Columns, Hiding Prices, Don't Print, Exclude Line, Print Picture, Optional Items, Sales Tax, Tax Codes, Custom Fields, Foreign Currencies, Mutually Exclusive Items and Optional Groups, Price Rounding, Recurring Groups, File Links Tab, Commissions, Paste Special



Quotes, Orders, Invoices, Sales Orders, Purchase Orders, Converting Quotes to Orders, Document Templates, Revisioning


CRM Integrations

Act!, Act! for Web, Autotask, ConnectWise, GoldMine, Google Contacts, HubSpot CRM, Kaseya BMS, Maximizer, Maximizer CRM Live, Microsoft Dynamics CRM, Microsoft Outlook, Microsoft Outlook Business Contact Manager,, SugarCRM, Zoho CRM.


Accounting Integrations

QuickBooks, Sage 50 (Peachtree), XML Documents, 3rd-Party Integrations, Open Export Module


ClarityWerks Integration




QuoteValet, QuoteValet Web, QuoteValet Mobile, QuoteValet Shopping Cart, Collecting Credit-Card Payments


Products and Services

Nine Pricing Methods, Configurator, Bundles, Required Items, Optional Items, Product Databases, Organize in Folders, Searching for Products, Ingram Micro, Importing Your Own Product Database, Product Price History


Product Sources

QuoteWerks Built-in Databases, Sage 50 (Peachtree) Item List, QuickBooks Item List, Autotask Product List(s), ConnectWise Product List, Product Catalogs, External Sources (i.e., ODBC, MS SQL, Oracle, Dbase, FoxPro)



Peer Reviews, Approvals , Audit Trail


Special-Purpose Tools

HP Configurator, Cisco Configurator, Paste Special, TD SYNNEX Quote Importer, Ingram Micro Quote Importer, Dell Quote Importer, HP Quote Importer, Cisco Quote Importer, Netformx Quote Importer


Printed Output and Delivery

Layout Designer, Microsoft Word Merging, Sample Quotes, SMTP HTML E-Mail, Outlook HTML E-Mail, PDF Quotes, PDF Merging, Cover Pages, Literature, Spec Sheets, E-Mail Template Manager, Mass E-Mail


Real-time Pricing and Availability

Ingram Micro, TD SYNNEX, D&H, and more.


Shipping Integrations

FedEx, UPS


Sales Tax Integrations

Sales Tax Rate Lookup


Procurement/Online Ordering

Purchasing Window, Electronic Ordering (D&H, Ingram Micro, SYNNEX, Tech Data), Purchase Orders, Creating Purchase Orders in Autotask, Creating Purchase Orders in ConnectWise, Creating QuickBooks Purchase Orders, Creating Sage 50 (Peachtree) Purchase Orders, Tracking Shipments and Serial Numbers, Receiving Inventory


Rich Product Content

Etilize, OpenICEcat, No more importing products, Part Locator, CDW/Dell/NewEgg/Staples/Provantage Pricing, Upselling Accessories



F2 Lookup Lists, Columns, Label Names, Menus


Search Online Merchants

Product Content Subscription



Access Rights, Document Ownership



Management Reports, Commission Reports, Product Catalog


Working Remotely




SDK, API Developer List



Real-time Data Module, QuoteWerks Product Content Subscription (powered by Etilize), QuoteValet Subscription, 3rd-Party Accounting, 3rd-Party Alerts/Workflow, 3rd-Party Contact Management/PSA, 3rd-Party Inventory Tracking, 3rd-Party Project Management, 3rd-Party Proposal/Contract Templates, 3rd-Party Reporting, 3rd-Party Custom Solutions



Support Policies, E-Mail Support, Voice Support, Support Forum, Knowledgebase, Quick Start Guide, Videos, Download Updates, Tips & Tricks, New Release Webinars


Solution Partners

United States, International, Hosting Partners



About Us, News and Events, Contact Us