407-248-1481

QuoteWerks and the IT Community

 
QuoteWerks provides the tools necessary for Managed Service Providers (MSPs) and Value Added Resellers (VARs) to create professional looking quotes and proposals with speed and efficiency.


QuoteWerks is a pioneer in the quoting and proposal software space with more than 24 years experience working with VARs and MSPs.

See QuoteWerks at an upcoming Event!

Brian Laufer, QuoteWerks Vice President, speaking with ASCII Members

"How do I use QuoteWerks to its maximum potential?"

Do you quote or use products or services from Kaseya, GFI, Labtech, Chartec, Cisco, Intronis, Level Platforms, N-Able, Reflexion, SpamSoap, Zenith or others? Managed Service Providers (MSPs) use QuoteWerks with PSAs like Autotask, CommitCRM, ConnectWise, and TigerPaw to create quotes and proposals when bidding on recurring revenue (RMM) jobs for Hosting, Backup, Cloud Services, etc.

Maximize Your Investment


Have questions? Call a product specialist at 407-248-1481 or send an email to sales@quotewerks.com.

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These prestigious awards are presented to the technology company that is deemed to have the best software solution for the IT industry.

 

Get Everything You Need in One Place with QuoteWerks

  • Overview for VARs and MSPs
    In this video, you will see an overview of the tools available to IT Professionals within QuoteWerks enabling you to create Content Rich Quotes and Proposals with both speed and efficiency.
  • QuoteWerks - Market Leading Sales Quoting and Proposal Solution
    QuoteWerks is the Number 1 Rated Solution on the ConnectWise Marketplace
  • Personalized Demo by our CEO
    While speaking with customers at IT Nation 2013, we found that most of our customers wanted help setting up and learning how to better use QuoteWerks. We also found that most of our customers didn't know about the solutions we've released over the last two years. Watch John's video to see what you don't know about QuoteWerks.
  • Webinar: Pricing and Packaging Strategies to Dramatically Increase Recurring Revenue
    Gary Pica of TruMethods along with Brian Laufer of QuoteWerks will share proven methods for pricing and packaging your IT service offerings. If you're recurring revenue is not increasing each and every month you need to hear what Gary has to say.
  • Webinar: Ramp Up Your IT Services Sales with Autotask & QuoteWerks
    The combination of QuoteWerks and Autotask makes it simpler to provide estimates and proposals to prospective customers, combine sales quotes with business development opportunities in the pipeline, create orders and service tickets within Autotask, and gain visibility into revenue streams from products, services, managed services, and other sources. Len DiCostanzo, Autotask's SVP of Community & Biz Dev, and Brian Laufer, Vice Prseident at QuoteWerks, discussed on April 30th 2014 their respective solutions and how to get the most out of utilizing them in harmony. Thomas Clancy, Founder & VP of Sales for Valiant Technology, provides input from an MSP utilizing both Autotask & QuoteWerks to grow his business.

Eliminate going to every distributor's website to see your pricing and availability

QuoteWerks is the market leading sales quoting and proposal solution with over 80,000 users in 101 countries. Our product offers time saving features at an affordable one-time price. It is also concurrently licensed so users can share licenses in the office without having a license for each employee.

No More Importing Products (Etilize)

Customer Friendly Descriptions, Product Images, Spec Sheets, and more
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Distributor Real-Time Pricing and Availability

Easily retrieve your distributor pricing and availability from over 15 distributors.
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Compare your prices with Consumer Prices

You can pull in consumer pricing for CDW, Dell, Staples, and Newegg, along with your distributor's pricing and availability, easily allowing you see all your options in one place. Know consumer prices before your customer does.
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Upsell with Ease (Etilize)

Include optional manufacturer suggested accessories to generate more revenue
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PartLocator

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
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Submit Orders Electronically

Order items for multiple orders electronically with D&H, Ingram Micro, SYNNEX, and Tech Data. Use real-time pricing or your sales rep negotiated prices.
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Procurement Tracking

Our complete Distributor Integration retrieves your pricing & availability, places electronic orders and tracks your shipments, serial numbers, & receiving.
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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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Know when Quotes are Viewed

Know every time your customer views the quote, selects options, has questions, and when they electronically sign and make payment
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Collect Credit Card Payments from Customers

Collect deposits, progress payments, balances, and even export payments to QuickBooks. Supports over 80 gateways
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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.
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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.


Quote Importer

Easily import quotes and configurations from Dell, Cisco, HP (iQuote), and Netformx
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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.
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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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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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Integrates with QuickBooks, Peachtree, and more

Easily export customer and line item details. Creates Purchase Orders, Invoices, and more
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Word Based Proposals

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

MSPMentor 100

Did you know... 38 of the top 100 companies that made the MSPmentor 501 list use QuoteWerks!

Customer Testimonials

Visit our QuoteWerks Testimonials page to find out how QuoteWerks has proven to dramatically increase productivity and create a seamless sales process for companies just like yours.

The Evolution of QuoteWerks

QuoteWerks was designed from the ground up by John C. Lewe IV, the President and founder of Aspire Technologies, Inc. Starting in 1993, he founded an IT consulting company, and experienced first hand the challenges of the industry and how time consuming it was to manually create sales quotes. QuoteWerks was born from John's first hand experiences as the owner of a consulting firm.

What started out as the need to create a simple sales quote has evolved to meet the ever changing needs of the IT industry. More and more companies are now realizing how important the quote and proposal creation process is. With QuoteWerks as a cornerstone of their sales operations, they are seeing tremendous returns in efficiency, accuracy, and sales closures.

Today, 24 years later, QuoteWerks is used in over 101 countries by 80,000 users. QuoteWerks is the market leader!

Training

With the hundreds of features that we add to QuoteWerks in a year, training is essential for you to use QuoteWerks to its and your fullest potential. We provide free training and tutorial videos on our website:
 

Support

It is important to know how to get support when you have a question.
  • Call our technical support
    (407-248-1481)
  • If your question is not time-sensitive, you can email support
  • Use the forum to get answers from your fellow QuoteWerks users