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Quoting software to bridge the gap between CRM and accounting.

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.

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Quoting Software - Search CRM
STEP 1: SEARCH

Say goodbye to manual contact entry.

Search your customer information from your existing CRM or PSA.

STEP 2: BUILD

Quickly create quotes and streamline your sales cycle.

Quoting Software data storage

Search the Data

Link to products and services, import new ones, copy and paste items from outside sources.

Add pictures, descriptions and more to quotes

Dive into Details

Products can include pictures, spreadsheets, URL information, descriptions and more

Step-by-step, easy quoting software

Reduce Training Costs

Configurator presents the sales rep with a list of products to choose from step-by-step.

Group items in a quote

Create Kits & Bundles

Group items that are commonly sold together. Items can be grouped on the fly.

Auto-populate quotes

Auto-populate Essentials

Required items, such as labor, are automatically added to quotes. Hide line-items as desired

Set pricing and adjust quote margins

Set Pricing

For each product, see what you've previously charged and adjust quote margins overall or by line item

STEP 3: REVIEW

Eliminate mistakes.

Before a quote is sent to a customer, QuoteWerks facilitates peer reviews and quote approvals from sales managers and executives ensuring there are no mistakes and the quote is within margin.

Eliminate quoting mistakes with review functionality
Generate professional quote templates
STEP 4: GENERATE

Ensure professional output.

Select your branded template and determine how you’d like to present your quote to the customer. Include additional documentation such as spec sheets, literature, cover pages, contracts and more.

STEP 5: SEND QUOTEVALET ADD-ON

Deliver interactive quotes.

Electronically deliver interactive quotes via optional QuoteValet cloud service. Customers can select options, electronically sign and accept quotes and even make payment by credit card.

  • Know when quotes are viewed and accepted.
  • Gain deeper insight into the sales process.
  • Stay in the loop, on the go with mobile access.
Send and track customer quotes
Quoting software with accounting integration
STEP 6: ORDER/EXPORT

Submit orders and send to accounting.

After a customer accepts, QuoteWerks converts the quote into an order, places the order with distributors, creates a PO and sends the order to your accounting software.