QuoteWerks

QuoteWerks is a powerful, purpose-built quoting and proposal solution designed to streamline and automate the sales quoting process. Unlike generic spreadsheets or disconnected CRM systems, it enables sales teams to generate accurate, professional quotes and proposals quickly and efficiently, ensuring every opportunity is seized without delay. By centralizing pricing data, product configurations, and templates into one integrated platform, QuoteWerks empowers sales reps to respond faster, reduce errors, and close deals more consistently. QuoteWerks isn't just another quoting tool—it’s a highly customizable, integration-rich system built with the complexities of modern sales in mind. It connects seamlessly with leading CRM and PSA solutions like Salesforce, Zoho, Microsoft Dynamics, ConnectWise, and others, ensuring your sales team can work within the tools they already use. Moreover, it links directly with distributors and vendors to pull real-time pricing and availability, eliminating manual data entry and ensuring quotes are always up-to-date and competitively priced. The software supports advanced features such as quote revisions, electronic signature capture, payment processing, and interactive quote delivery, allowing for a professional and frictionless customer experience from the first quote to the final sale. It doesn’t just help teams quote faster; it enables better forecasting, margin control, and collaboration through built-in reporting tools, audit trails, and approval workflows. With over 88,000 users in more than 100 countries, QuoteWerks has proven to be a scalable, dependable solution that grows with your business. Whether you're a small sales team looking to gain control over quoting or an enterprise seeking to optimize and unify your sales operations, QuoteWerks delivers unmatched speed, flexibility, and ROI in your sales quoting workflow.

QuoteWerks delivers a purpose-built, end-to-end solution that is both powerful and flexible. Its strength lies in its ability to seamlessly integrate with a wide range of CRMs, PSAs, accounting platforms, and distributor databases, giving sales teams a centralized quoting engine that works in harmony with their existing sales ecosystem. This integration ensures that users can generate quotes without toggling between multiple applications, reducing errors, increasing efficiency, and enhancing overall user adoption. It also supports advanced pricing strategies, bundling, optional items, and recurring billing—making it ideal for industries such as IT, managed services, manufacturing, and wholesale distribution. Another standout feature is its ability to pull real-time pricing and availability directly from vendors and distributors, such as Ingram Micro, Tech Data, and D&H, allowing users to build accurate, competitive quotes in minutes. This real-time access gives sales teams a strategic advantage by eliminating guesswork and ensuring quotes are always based on the most current product information and pricing.

• Small Businesses (1-99)
• Mid Market (100-500)
• Enterprise (500+)