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Quoting Software

Quickly and easily create interactive PDF quotes from templates, seamlessly integrating with your CRM.

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What is Quoting Software and why is it needed?

Quoting software is designed to make the process of creating quotes less error prone, more efficient and more profitable.

Since the creation of price quotes requires an investment of time, and since not all quotes are converted into orders, it quickly becomes important to streamline the quoting process, and in the process realize a tremendous time savings.

You would be surprised how many steps are involved in creating a price quote. Without quoting software, the only way to assemble a quote is to use a word processor or spreadsheet.

You typically need to manually assemble all the aspects of a quote such as part numbers, cost, markup, the customer's price, the vendors you will purchase from, etc. Manually tracking all of these elements and performing calculations manually leaves much room for error, and wastes much of your valuable time.

The customer or prospect information needs to be manually entered into the quote. Next, you need to manually apply formatting to each quote, save as a PDF file and then go into your separate email application, find the prospects email address, find the PDF file you just created, attach it and send the email. You also have to manually set reminders to follow up on the quote.

Since your quotes are a bunch of separate word processor documents, it is very difficult to search them all to find something you are looking for, or run a report to the totals of how much you've quoted and won this month.

There are many other drawbacks to creating quotes manually. Which is why it is essential for every business to have a quoting system as Microsoft discussed in a recent article.

When it comes to searching for the best quoting software for your business, we know you’re overwhelmed with options. A quick search delivers hundreds of results, with very few apparent differences between all of them. However, at the end of the day, you have to make a choice. Afterall, quote software is vital for simplifying your sales processes, which will ultimately make your team more efficient, eliminate errors, and improve your close rate – amongst other benefits.

QuoteWerks has developed and refined our software over the past 26 years, with over 86,000 users globally. Companies have chosen our sales quoting software over others for many reasons, including reputation, affordability, turnkey implementation, our detailed and flexible output, and 55+ integrations including CRM/PSA integrations, accounting integrations, and real-time/product content functionality.

Watch the QuoteWerks 4-minute Tour!

86,000+

Users Worldwide

55+

Integrations

26

Years in Business

How Quoting Software Works

Quoting CRM Integrations

SEARCH

Build Professional Quotes

BUILD

Quote Management

SEND

Quote Software Accounting Integrations

EXPORT

A quote management system automates the quote to cash process. While proposal software can improve the beginning of your sales process, it doesn’t deliver when it comes to the full sales quoting cycle. Ideally, quoting software allows you to successfully manage the quote, negotiations, invoicing, and payments from end to end.

The quotation software you choose will likely come down to the right fit with price, training and support, integrations, and features.

Our Quote Software Benefits

Create Purchase Orders and Reduce Quoting Errors Create Purchase Orders and Reduce Quoting Errors

Create, Deliver, & Close Sales Faster

Our quote management system is designed to make the sales quote process more efficient for sales reps – from creating, delivering, and tracking quotes, to ultimately closing deals.

Professional Quotes & Proposals

It’s important for all of your company’s quotes and proposals to be cohesive. Our quote software ensures that every salesperson is sending a standardized document, whether that’s a SOW, terms and conditions, or contracts.

Reduced Errors in Your Sales Process

There’s a lot of room for human error when quotes are created manually. With our sales quoting software, the provided workflows ensure that every document in the sales process is accurate and consistent.

Standardized Pricing, Margins, Workflows

Align your team by providing them with a standardized way to create lists, templates, and bundles. Using our software, you can see the cost or margin automatically calculated whenever a product or service is added to a quote.

Increased Efficiency with CRM & Accounting Integrations

QuoteWerks fills in the gap between your quoting software and CRM or accounting software by accurately and reliably transferring your sales data between QuoteWerks and the solutions you already use.

Centralized Quote Storage

Keep track of all of your documents in one place. Store and manage in a central and searchable location, with the ability to filter by date, company, sales rep, expiration date, and more.

QuoteWerks is used by mom-and-pop shops and Fortune 500 companies alike.
  • Blackbox
  • ECOLAB
  • Honeywell
  • Scantron
  • Scholastic
  • Skyline

QuoteWerks Features

Quoting Software with CRM, PSA, and Accounting Integrations
Integrations

CRM, PSA, Accounting Integrations

Our quoting software integrates with most CRM, PSA, and accounting systems. Our CRM integrations allow you to easily find customer information, create and keep sales opportunities updated, and more. Our accounting integrations help you to create purchase orders, invoices, estimates, and more.

Quote Tracking

Transparent Quote Tracking

We offer vital transparency so that you can create, track, and deliver customer interactions, which includes the ability to see when a customer views the quote, selects options, asks questions, submits an electronic signature, or makes a payment.

Quoting Software Electronic Signature

What Our Clients Say About Our Quote Software

Your software is outstanding. You will literally save me days each month over my old semi-automated process. I just sent out three quotes totaling $200,000 in a fraction of the time I used to spend. The lightning quick turn-around time that I can now deliver, thanks to QuoteWerks, will certainly be a competitive advantage for us.

— Mark Schmale, Accelerated Post

In the past, a lot of 'pricing' information was in my head, but now anyone in my company can do a quote without any pricing decisions to make. I have everything preloaded so there are no decisions for them to make other than what to quote and how quick to get a signature!

— Scott Edwards, Netranom Communications

QuoteWerks' service is second to none in the field of software support. Responses are quick and the staff is always polite, understanding and helpful. For anyone considering a quotation software solution, we highly recommend QuoteWerks.

— Paul Hackett, H2flow, Inc.

I can honestly say that I have gained clients and have been awarded contracts due to the professional looking quotes / proposals that I deliver even when my product is the same as my competition. I would love to think that it was me as the super salesperson, but time and time again, QuoteWerks helps close the sale as much as I do.

— Bud McCormick, Paradise Foam, LLC

Seamlessly Integrate All of Your Systems

Our integrations allow you to work seamlessly within multiple systems without adding to your workload. Implement QuoteWerks into your current workflow and reduce your quoting and proposal time.

  • CRM & PSA
  • Accounting
  • Vendors & Distributors
  • Shipping Integrations
QuoteWerks Integrations