Product Information
What is Quotewerks?
QuoteWerks is a professional software solution utilized across various industries to swiftly and efficiently create detailed sales quotes and proposals. It seamlessly integrates with the most common and powerful CRM/PSA systems, including ACT!, ACT! for Web, AutoTask, ConnectWise, GoldMine, Google Contacts, Maximizer, MS Dynamics CRM, Outlook, Outlook BCM, Salesforce.com, Saleslogix, and SugarCRM.
QuoteWerks also features accounting integration with QuickBooks and Sage 50, simplifying the transfer of your sales data to your accounting system.
Furthermore, through robust and comprehensive integrations with IT distributors such as Ingram Micro, Tech Data, Synnex, and D&H, QuoteWerks delivers real-time pricing and warehouse availability, along with customer-friendly product listings, product images, and more via these built-in integrations.
With the QoteValet® add-on, you can accurately inform your customers, accept payments, and receive approvals for quotes or proposals electronically. QuoteWerks has been enhancing business operations for over 21 years—boosting productivity and closing sales by streamlining and accelerating the pricing, quoting, and proposal processes both in the office and on the go.
Join over 74,000 users in more than 101 countries who trust QuoteWerks for their quoting and proposal needs.
How to use Quotewerks?
QuoteWerks is a professional sales quoting and proposal software designed to help businesses across industries quickly and efficiently create detailed sales quotes and proposals, improving productivity and boosting sales.
Core Functions of Quotewerks
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Usage Scenarios of Quotewerks
- Quickly create professional sales quotes and proposals.
- Integrate with CRM/PSA systems (e.g., Salesforce, ConnectWise) to automate sales processes.
- Easily transfer sales data to accounting systems (e.g., QuickBooks, Sage 50).
- Get real-time pricing and inventory from IT distributors (e.g., Ingram Micro, Tech Data).
- Track client quote views, acceptances, and payments via QuoteValet plugin.
- Simplify and speed up quoting processes in-office or on the go.
Common Questions about Quotewerks
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