QuoteWerks Key Features

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 Trail

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