Create, Deliver, and Close Sales Faster

A simple, yet powerful, design provides sales reps with an efficient and easy way to create, deliver, and track customer interactions to close.

Create Branded, Professional Quotes, and Proposals

Standardize your sales quotes and proposals with branded company layouts. Include important sales documents such as SOW’s, terms and conditions, contracts, and much more.

Reduce Errors in Your Sales Process

Peer and management approval workflows ensure every document created in QuoteWerks is accurate and consistent and will reduce time-wasting errors and misquotes.

Standardize Pricing, Margins, and Workflows

Create item lists, templates, and bundles to standardize your company’s product and service offerings in a simple and efficient workflow for document creation.

Increase Efficiency with CRM and Accounting Integrations

Industry leading integrations will accurately and reliably transfer your important sales data between QuoteWerks and your already deployed solutions.

Centralized Quote Storage

Store and manage all of your documents in a central, searchable location to easily find existing documents. Filter by date, company, sales rep, expiration date, and much more to never lose a document again.

Quote & Proposal Automation (CPQ)

With QuoteWerks, evolve your sales process so you can sell more, faster, and easier. Deliver a customer experience your brand can be proud of and your team will stand behind.

CRM & Accounting Integrations

QuoteWerks integrates with your existing CRM and Accounting solutions.

Electronic Signature & Online Payment

Close deals faster. Capture electronic signatures, easily accept orders and collect credit card / ACH payments (deposits, progress payments, balances).

Know when quotes are Viewed

Ever wonder what happens to your quote after you sent it? Get notified on all quote activity.

Approvals and Peer Reviews

Set approval requirements for your sales reps that require them to obtain approval before a quote can be sent.

Recurring Revenue

Quote products and services that recur monthly, quarterly, or annually. Provide both Lease and HaaS options.

Dashboards and Reporting

Run real-time reports to see your live sales activity per sales rep or team including quotes won, lost, and active and items with highest margins, items not selling, most quoted items and much more. For more detailed information, customize reports to drill-down on sales rep productivity, create forecasts reports, view closure reports, and much more.

Purchasing and Procurement

Place orders online with supported distributors in single or bundled orders. Track serial numbers, view delivery dates, save tracking numbers, mark received items, post comments, and search for any ordered item. Automatically export POs to your selected accounting or PSA system.

Distributor and Vendor Price Feeds

Quote items from major distributors including Ingram Micro, Tech Data, Synnex, D&H, Dell, and many more with integrated price feeds, providing up to the minute real-time pricing and availability. View comparisons among vendors, upselling options, and even refresh existing items on older quotes with the latest pricing and content.