What is new in QuoteWerks Version 5.0?

QuoteWerks Version 5.0 adds enhancements to stuff and more stuff.

Download the latest release or view All features in Version 5.0.

ConnectWise Sales Orders

QuoteWerks now converts sales opportunities to ConnectWise Sales Orders.
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Dell Integration

The QuoteWerks Dell integration enables Dell Premier Partners with Punchout credentials, the ability to import quotes, create order requisitions, and even place orders with Dell.
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Use dynamically generated auto-links to quickly navigate to entities linked to your quote like contacts, opportunities, tickets, and activities. Watch the Video.

QuoteWerks Opportunities Dashboard

Sales reps have the ability to track their progress with quota in the current month and historically. Managers have the ability to see all of their sales reps metrics in one place. Gain insight into the top selling products, quarterly progress, stage of quotes, and more!
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Multiple Product Database Search

Search across multiple product databases, including QuoteWerks, ConnectWise, QuickBooks, and more.
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Leasing Integration

Built-in lease payment calculation support, including a leasing integration with GreatAmerica Financial Services.
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QuoteWerks for Web

Use the web version of QuoteWerks to view and edit your quotes from anywhere using a web browser.
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What is new in QuoteWerks Version 4.9?

QuoteWerks Version 4.9 adds enhancements to QuoteValet including the introduction of QuoteValet Web, Scripting Support, Undo / Redo, Google Contacts, Active Quotes Panel, and more.

Download the latest release or view All features in Version 4.9.

QuoteValet Web

Gain insight and have mobile access to your QuoteValet Executive Dashboard, Leaderboard, Inbox, Peer Reviews, and Approvals, anywhere, anytime from any web device like your phone, tablet, or PC.
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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.
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Undo / Redo

QuoteWerks is the only quoting software with multi-level Undo and Redo. There are 10 levels of undo. Sometimes the simple things are the best. Watch the Video.

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.
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Purchasing Sourcing

When selecting items for purchasing, you can obtain current pricing and availability and change vendor sourcing with the Product Content Subscription right before placing your order, ensuring that you order from the lower price vendor that has stock.
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Google Contacts

Use your Google Contacts as a CRM source in QuoteWerks.
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Purchase Orders

Purchase Orders can be created in QuoteWerks that are electronic orders or manually created.
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Active Quotes Panel

When creating a new quote and selecting the contact you are creating the quote for, any active quotes for that contact will automatically be displayed in the Active Quotes Panel. This ensures that a colleague hasn't already created a quote for the prospect. Watch the Video.

Real-time Tech Data SAP Quote Retrieval

As a result of the collaboration between QuoteWerks and Tech Data, QuoteWerks retrieves quotes created by Tech Data sales reps directly from Tech Data's internal SAP system.
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ConnectWise Solutions

Place Electronic Orders with QuoteWerks and have the Purchase Orders flow seamlessly to ConnectWise. Use your CRM for Quoting and ConnectWise for Orders. Initiate a new quote from a ConnectWise (Mobile) Opportunity.
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What is new in QuoteWerks Version 4.8?

QuoteWerks Version 4.8 adds enhancements to QuoteValet, Procurement Tracking from Distribution, Cloud Database Support, Audit Trail for Documents, and Shipping Integrations.

Download the latest release or view All features in Version 4.8.

QuoteValet 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. Learn More...

Procurement Tracking

Our complete Distributor Integration retrieves your pricing & availability, places electronic orders and tracks your shipments, serial numbers, & receiving. Learn More...

Azure Cloud Hosted Product Database

Our new Microsoft Azure integration enables you to host your QuoteWerks Product Databases in the cloud.


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

Negotiated Pricing

You have the flexibility to override the standard real-time price with your special negotiated price when submitting an online order.

FedEx & UPS Integration

Our shipping integration with FedEx and UPS enables you to obtain real-time shipping quotes from your carriers, & serial numbers. Watch the Video.

Document Audit Trial

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

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. Watch the Video

Price Rounding

Present rounded prices to your customers. Easily round your prices when calculating from cost or list. Watch the Video

Import Tech Data Sales Rep Quotes

Import the Price Quotation spreadsheet your Tech Data sales rep emails you in a single click. Another QuoteWerks Original.
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What is new in QuoteWerks Version 4.7?

QuoteWerks Version 4.7 adds enhancements to product selection, quote delivery, customer acceptance, payment receipt, purchasing, and invoicing.

View All features in Version 4.7.

Watch QuoteWerks version 4.7 Release Webinar


QuoteWerks Version 4.7 Highlights

Collect Credit Card Payments from Customers

QuoteValet 1.3 now includes Credit Card processing. Collect deposits, progress payments,  balances, and payments flow seamlessly into QuickBooks.
QuoteValet is the online quote delivery and acceptance vehicle for QuoteWerks. QuoteValet is a more robust way to deliver quotes to your customers and prospects. QuoteValet is an additional Subscription.

QuoteValet Mobile

The QuoteValet add-on subscription for QuoteWerks gives you the flexibility to create quotes on the go. QuoteValet Mobile enables you easily create quotes on your iPad or any HTML5 compatible tablet or browser. Imagine being able to create quotes in minutes and email it to your customer while still in your customer's office.

Use your Payment Gateway

QuoteValet 1.3 payment processing is available for over 80 gateways including QuickBooks Merchant Services, Authorize.net, PayPal, and more.

Compare Prices from CDW®, Dell™, Newegg®, and Amazon

The enhanced Etilize 2.0 functionality enables you to compare your prices with the prices your customers see. (Staples and Provantage added in Version 4.8)
The QuoteWerks Etilize Content Subscription (requires the Real-time Data Module) enables users in the IT and AV industries to create content rich documents and more.

Up sell with Ease

Etilize 2.0 now presents spec sheets and accessories, enabling you to up sell your customers, generating more revenue.

Etilize UK

Etilize 2.0 adds support for UK QuoteWerks users in IT and AV industries!

No More Wasting Time Looking Up Sales Tax Rates

Tax Rate Lookup service is now included free in the Real-Time Module. Retrieve sales tax rates for your customer's zip code & city.

Enhanced QuickBooks Integration

The QuickBooks integration now creates Purchase Orders, Payments from QuoteValet 1.3 flow seamlessly into QuickBooks, and QuickBooks Custom fields (estimates/invoices/sales orders/POs, items, etc) are now supported.

Mass Email

Send the same email out to multiple recipients without the recipients being able to see each other's email addresses or names.

Associate Pictures with items "on-the-fly"

You can now manually associate a picture with a line item on the Documents Items Tab of the QuoteWerks workbook. Previously, this would only happen through Etilize or through associating a picture in advance in the product database.

Automatically attaches PDFs in your CRM/PSA

QuoteWerks now attaches a PDF of your quote/proposal automatically to your CRM. This new feature is supported in all of our native CRM/PSA integrations, which include: ACT! 2005+, Autotask, ConnectWise, GoldMine, Outlook, Outlook BCM, MS CRM, Maximizer 10+, salesforce.com, SalesLogix, and SugarCRM.

New Inbox Tab on QuoteValet Dashboard

The new Inbox tab on the QuoteValet Dashboard is designed to help you stay on the top of all your pending quotes by providing one place to see all new notifications. The inbox tab will display only new notifications, giving you the flexibility to see all important notifications in one place.

Enhanced QuoteValet Reporting

The QuoteValet reporting functionally has been enhanced and can be found on the new Reporting Tab on the QuoteValet dashboard. The QuoteValet Reporting allows you to filter your pending quotes to easily see new opportunities and keep track of details. The QuoteValet document activity history is now color coded to easily distinguish between customer and sales rep activities.

For a complete list of new features available in QuoteWerks Version 4.7, please visit the QuoteWerks Update Center.

What is new in QuoteWerks Version 4.6?

All features in version 4.6.

Watch QuoteWerks version 4.6 Promo Video

Word Based Proposals

Create Microsoft Word based quotes and proposals from within QuoteWerks or use the built-in layout designer.


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

Rather than attaching a PDF file to the quote and emailing it to your customer, QuoteValet will create a personalized web page to present the quote on quotevalet.com

The advantage of using QuoteValet is that you will actually know when your customer has received the quote. You will know when they have viewed the quote and how often they review the quote.

Your customer will be able to change quote options dynamically and ask you questions through the customized quote page (keeping all communication together). Most importantly, they will be able to electronically accept and sign the quote!

QuoteValet is an additional Subscription.

Deliver - Collaborate - Close

QuoteValet - Online Quote Delivery and Acceptance Vehicle. This can be used on smart phones like iPhone, Droid, and Blackberry

Find out more about QuoteValet today!

HTML Email

The QuoteWerks built-in E-mail client now supports HTML E-mail. You can do text formatting - Fonts, Bold, Color, etc. You can include images (Linked or Embedded). QuoteWerks Macro fields can even be merged into the email. The E-mail window has been updated with a new interface including a resizable window. The new HTML email client works with both the built-in QuoteWerks SMTP email and the QuoteWerks automation of Outlook.

First impressions are important. Now, your customer's first impression when receiving the quote will be an HTML formatted email with your branding versus just plain text.

Send HTML formatted emails from QuoteWerks to extend your brand awareness

Watch a short Video to find out more!

Quote Approval and Peer Review

Have you ever had a sales rep email a quote to a customer that you wished you had reviewed before the customer received it? You now have that power within QuoteWerks!

With the new Approval Requirements feature you can require that your sales reps obtain approval from you before a quote can be printed, emailed, or uploaded to QuoteValet.

Per Sales Rep. You can activate the Approval requirement per sales rep, and define under which conditions the approval is required and by who the approval needs to be obtained from.

Per Document or Line Item. An Approval requirement can be triggered on a document or line item level. For example, if any single item's margin is less than 5%, then this quote requires an approval, or if the margin on the entire quote is less than 15%, then this quote requires an approval.

Approval Escalation. When an approval is required, you can specify who is authorized to approve the quote. For example, if the quote amount is greater than 10,000 it requires the single approval from the sales reps manager. If the quote amount is greater than 50,000 then it requires a single approval from an escalated approver such as the CEO. If the quote amount is greater than 100,000 then it requires multiple approvals from escalated approvers such as the CEO and CFO.

There are many different scenarios that can be accounted for.

When used with the optional QuoteValet subscription, the approval features are greatly extended.

QuoteWerks has Workflow requirements with Quote  Approval and Peer Review

Watch a short Video to find out more!

Mutually Exclusive Items & Optional Groups

Entire Groups (rather than just individual line items) can now be flagged as optional!

Individual items and Groups can now be set as mutually exclusive, so selecting one optional group will automatically de-select the other optional group or item.

While a quote can have, for example, 3 grouped options, you can now set one of the options as the selected (or recommended) option. These new features are particularly useful with the QuoteValet integration, as you can present one or more mutually exclusive options to your customer and you can pre-select the option that you recommend. Even when not using QuoteValet, these features still save you time.


Watch a short Video to find out more!

Heading Lines

There is now a new "Heading" type line item in QuoteWerks. Typically Comment type line items would be also be used as Headings. Now, there are defined Heading and Comment line items.

When Heading lines are used, on the Add Item Assistant or from the Bundles, or Configurator, you can choose to insert the item as the first item under the heading, or append the item the last item under the Heading. When appending it as the "last" item under the Heading, it uses some "artificial Intelligence", so if the last items under the heading are a blank comment line, % charge line, % discount line, or subtotal line, then the item is added above those items.

Heading lines are also useful in the printed output as Heading type line items can have their font larger and bold, whereas comments could be the same font size as the regular Product/Service line items.

Some examples for Heading lines would be like:

  • "Family Room"
  • "Master Bedroom"
  • "Theater Room"
  • "Service"
  • "Parts"
  • "Servers"
  • "Workstations"
  • "Services"
  • "Managed Services"
  • "Anti-Virus"
  • "Monitoring"

Watch a short Video to find out more!

Multiple Email Signatures

You can now have more than one email signature. In fact, you have a Standard, Short, Alternate1, Alternate2, and Alternate3 email signatures. During each season of the year, you might have a slightly different e-mail signature and now you can keep them all instead of replacing it each time. Sometimes you want to include your signature complete with your full address, phone number, title, etc. Other times you will just want to include your Short signature, like just your name, title, and phone number. The short signature is particularly good for QuoteValet "Your Quote is Ready" emails to your customers. There are also Email signature macros for email templates. Rather than typing in your email signature into each email template you setup, you can use email signature macros in them, making it easy to change your email signature in one place. QuoteWerks has Multiple Email Signatures


Email Templating System

The email templating system will allow you to customize all the emails that QuoteWerks sends. The E-mail Templates window can stay open while sending e-mails in QuoteWerks making it easy to quickly make adjustments and preview the results. There are System, Public and User E-Mail templates. The System templates can be directly modified by users with Master Rights. Users can also create their own templates to be used from the Send Email window. Public templates are templates that most users would want to use, typically with company standardized information in them. The real benefit is that changes can be made in one template, and all the users now are using the updated template. There is now a new "Select Template" dropdown on the Send Email window. When a template is selected, the subject and body of the email will be updated with the information from the template. QuoteWerks has an Email Templating System


Email Snippets

Email Snippets are a great way to centrally organize and maintain information that is used in multiple email templates. If you have two email templates that need to include the same information, you could of course type that same information into both email templates, and then when you need to make a change, you will need to remember to change it in both email templates. If you entered that information into a Snippet, and then used a macro in the two email templates to refer to that Snippet, then you could just make changes to the information in the Snippet and the changes will automatically appear in the two email templates. There are Public and User E-Mail Snippets. QuoteWerks has an Email Snippets - Helping you autotmate your quoting even further


CRM and Accounting Integrations

QuoteWerks Now Integrates Seamlessly with Autotask Support for Autotask
QuoteWerks Integrates Seamlessly with ConnectWise 2011 Support for ConnectWise 2011.2 & 2011.3
QuoteWerks now integrates with Microsoft Outlook 2010 Support for Microsoft Outlook 2010
QuoteWerks now integrates with QuickBooks 2011 Support for QuickBooks 2011 USA and UK
QuoteWerks integrates with SugarCRM 6.1 Support for SugarCRM 6.2

These are just the highlights. The QuoteWerks Version 4.6 YouTube channel playlist contains all of the videos.

For a complete list of new features available in QuoteWerks Version 4.6, please visit the QuoteWerks Update Center.

Previous Versions