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!
Create Purchase Orders, Invoices, Estimates, and export line item details to QuickBooks, QuickBooks Online, Sage 50, and more.
Peer Reviews & Approvals
Set approval requirements for your sales reps that require them to obtain approval before a quote can be sent.
Quote products and services that recur monthly, quarterly, or annually and report on your recurring revenue.
FedEx & UPS Integrations
Shipping integrations with FedEx and UPS enables you to obtain real-time shipping quotes from your carriers.
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.
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.