QuoteWerks: Built for teams selling configurable products and services
Quote Faster. Price Accurately. Keep Everything Connected.
Quoting & CPQ software for businesses selling products, services, and configurable solutions.
Stop wasting time building quotes manually, looking up prices, and entering the same information into multiple systems.
QuoteWerks helps your team create accurate, professional quotes using connected product catalogs, pricing, and CRM data. Streamline approvals and customer acceptance, then carry approved quotes into purchasing and order management.
Consistently Rated 4.5 Stars on G2, Capterra, GetApp, and More
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Quoting Shouldn’t Be the Bottleneck
What's Holding Back Your Quoting Process?
See how QuoteWerks solves the challenges you're facing today.
Still quoting in Excel or Word?
Stop rebuilding quotes, fixing formulas, and copying information between files. See how QuoteWerks replaces manual quoting with an organized, repeatable process.
Outgrowing your CRM's quoting tools?
Create more sophisticated quotes while keeping customer, opportunity, and sales information connected to the systems you already use.
Your current quoting software isn't enough?
Explore deeper pricing control, supplier connections, product configurations, and post-sale purchasing workflows.
BUILT TO SOLVE REAL QUOTING CHALLENGES
How QuoteWerks Solves These Challenges
Spend Less Time Quoting. More Time Selling.
Create Quotes & Proposals
Create professional, accurate quotes without repetitive work.
Stop Starting Over
Reuse products, services, bundles, and templates instead of creating each quote from scratch.
Handle Complex Quotes
Quote configurable products, optional items, bundled solutions, and services while keeping calculations consistent.
Beautiful, Branded Quotes & Proposals
Brand your customizable sales quotes and proposals with beautiful and professional layouts. Include important documents such as SOW’s, terms and conditions and contracts.
Pricing & Approvals
Protect margins, maintain consistency, and prevent costly mistakes.
Reduce Errors
Using standardized product definitions and templates along with peer review, and management approval workflow including rules based, margin triggers, ensures accurate quotes and product and pricing errors are caught.
Get Pricing Right
Automate calculations, control margins, and access current supplier pricing instead of relying on outdated price lists.
Send, Track & Close
Understand customer engagement and make it easier to close business.
Know When Quotes are Viewed
Ever wonder what happens to your quote after you sent it? How often has a customer asked for a discount and you’ve wondered if they have even looked at the proposal yet? Get notified with QuoteWerks!
Electronic Signing & Acceptance
Get customer signatures electronically – no more asking the customer to print out the PDF, sign it, and then email it back to you. Your customers can easily review, accept, and sign.
Collect Credit Card & ACH Payments
Collect deposits, progress payments, balances or the full amount of the quote. QuoteWerks supports over 80 gateways – use your existing gateway.
Orders & Purchasing
Manage the work that happens after customers accept their quotes.
Go Beyond the Sale
Turn accepted quotes into orders and purchase orders, manage vendor purchasing, and track fulfillment through shipping and receiving, all within QuoteWerks.
Organization & Visibility
Keep quotes organized, connect your systems, and stay informed.
Connect Your Systems
Keep customer and sales data connected to your CRM, PSA, accounting, and other supported business systems.
Sales Pipeline Visibility
Know how many quotes are open, what stage they are in, and how much revenue they represent.
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, product, and much more.
BUILT FOR YOUR BUSINESS
Who QuoteWerks is Built For
From complex product configurations to services and recurring revenue, QuoteWerks supports the quoting needs of businesses across industries.
B2B Sales Teams
AV & Systems Integrators
Manufacturers & Reps
MSPs & IT Solution Providers
Security & Surveillance
Telecommunications
Distribution & Equipment Sales
Professional Services
And Many More Industries
If your business needs flexible quoting, pricing controls, approvals, and professional proposals, QuoteWerks can adapt to your workflow.
HOW IT WORKS
From Prospect to Order in 6 Simple Steps
See how QuoteWerks helps your team move from opportunity to quote, approval, customer acceptance, and order processing in one connected workflow.
Step 1
Start with Your Prospect
Pull prospect, contact, and opportunity information from your CRM or PSA, or enter it directly in QuoteWerks.
- Start from your CRM, PSA, or inside QuoteWerks
- Select customer and opportunity details
- Keep customer information connected
Step 2
Build the Quote
Add products and services, configure solutions, apply pricing and discounts, and see your costs and margins.
- Add products, bundles, services, and optional items
- Apply pricing rules and discounts
- View costs, margins, and totals as you build
Step 3
Review & Approve
Make sure the quote is accurate and profitable, with approval workflows available when needed.
- Standardize quote quality
- Support review and approval workflows
- Help protect margins and reduce errors
Step 4
Present the Quote
Create a professional, branded quote or proposal and deliver it to your customer.
- Generate polished quotes and proposals
- Use branded templates and layouts
- Include supporting documents and terms
Step 5
Get the Sale
Let customers review options, ask questions, electronically sign, accept, and pay online.
- Customer-friendly online quote experience
- Electronic acceptance and signature
- Online payment collection
Step 6
Process the Order
Handle purchasing and fulfillment while updating your CRM, PSA, accounting, and other business systems.
- Turn accepted quotes into orders
- Support purchasing and fulfillment workflows
- Update connected business systems
Ready to Simplify Your Quoting Process?
From your first quote to customer acceptance and order fulfillment, see how QuoteWerks can bring your sales workflow together.
WORK WITH THE SYSTEMS YOU ALREADY USE
Your quoting process. Your choice of tools.
Connect QuoteWerks with the CRM, PSA, accounting, and supplier systems you already use. Bring customer details and supplier pricing into your quoting process, then keep sales information moving across your business.
115+ Native Integrations
Extend QuoteWerks Web with thousands of additional app connections through Zapier. Features and availability vary by integration.
CRM & PSA
HubSpot · Salesforce · ConnectWise
Autotask · HaloPSA · Zoho CRM
Connect customer, contact, opportunity, and sales information.
ACCOUNTING
QuickBooks Online · Xero Accounting
Carry quote, purchase orders, and sales information into supported accounting systems.
VENDORS & DISTRIBUTORS
Ingram Micro · TD SYNNEX · D&H · Amazon Business
Access supplier product information, pricing, availability, and supported procurement workflows.
Testimonials
What Our Customers Are Saying
Real teams use QuoteWerks every day to create faster, more accurate quotes, streamline vendor pricing, and stay in control of their sales process. Here’s what that looks like in practice.
QuoteWerks is used by mom-and-pop shops and Fortune 500 companies alike.
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Latest Insights
Practical ideas and guidance for improving your quoting and sales process.