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QuoteWerks Products and Subscriptions

QuoteWerks Desktop

Quoting software to bridge the gap between CRM and accounting. Use QuoteWerks, the sales quoting and proposal software solution, in your CPQ and Quote-To-Cash sales process.

QuoteWerks integrates and leverages the software you already own and know how to use. It centralizes your data and eliminates costly mistakes all of which ultimately saves you time and money.

QuoteWerks Web Subscription

The power of the desktop, the portability of the web

QuoteWerks Web is accessed through your favorite web browser and includes many of the great features in QuoteWerks Desktop, including full support with QuoteValet and Etilize. Users will also have access to their existing documents, products and services, layouts, and more!

QuoteValet Subscription

QuoteValet is the online quote delivery and acceptance vehicle for QuoteWerks. QuoteValet is a more robust way to deliver quotes and proposals to your customers and prospects.

Deliver, Collaborate, Close with QuoteValet! Know When Quotes are Viewed and Accepted, Shorten the Quote-to-Cash Cycle with Electronic Signing, Collect Credit Card / ACH Payments from Customers, Collaborate with Your Customer, Approval and Peer Review, Share Files with your Customer, Include Videos with your presentation, and more...

QuoteWerks Real-time Module

The QuoteWerks Real-time Module offers several real-time integrations including a Tax Rate lookup service for US postal codes, FedEx & UPS shipping rates service, real-time leasing rates, and real-time pricing & warehouse availability with many of the leading IT/AV distributors, and Online Ordering and Procurement Tracking (shipping tracking, product serial numbers) for IT distributors.

QuoteWerks Product Content Subscription

The QuoteWerks Product Content Subscription (powered by Etilize) is an add-on to the Real-time Module that enables users in the IT and AV industries to create content rich documents and more.

When using our Product Content Subscription, you no longer have to download and import product files from the major distributors. It compares prices, gives you product pictures, and customer friendly descriptions and more.

QuickBooks Online Integration Subscription

The QuickBooks Online Integration Subscription enables the QuoteWerks Integration to QuickBooks Online. This subscription does not contain a QuickBooks Online subscription from Intuit. This subscription can be used with the Professional and Corporate editions of QuoteWerks.

VendorRFQ Subscription

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. Your purchasing team will be able to compare and find the lowest prices to purchase available specific goods and services, while knowing at any given time which vendors have received the request for quote, and which have responded. All purchasing and procurement information is available in a centralized location for your team.