QuoteWerks Platform
Powerful Features for Faster, More Accurate Quotes
QuoteWerks provides a complete set of tools for creating professional quotes, managing pricing, integrating with business systems, and delivering interactive proposals customers can approve online.
QuoteWerks is a powerful CPQ (Configure Price Quote) platform designed to help sales teams create accurate quotes faster while maintaining pricing control and CRM alignment.
Feature Overview
Everything Your Sales Team Needs to Quote Faster
QuoteWerks includes powerful tools for quote creation, pricing automation, product management, integrations, purchasing, approvals, and online payments. These features work together to help sales teams generate accurate quotes quickly while maintaining control over pricing and margins.
Explore QuoteWerks Features
Quote Creation
Build Professional Quotes and Proposals
Create anything from a quick one-page quote to a detailed multi-page proposal. QuoteWerks helps sales teams generate professional quotes quickly while maintaining consistent pricing and formatting.
PRODUCT & PRICING
Maintain Accurate Product and Pricing Data
QuoteWerks helps sales teams quote with confidence by providing access to real-time distributor pricing, centralized product data, and automated pricing controls.
Business System Integrations
Connect QuoteWerks With Your Existing Systems
QuoteWerks integrates with CRM, PSA, accounting, distributor, and payment systems to keep your sales and operational workflows aligned.
Quote Delivery
Quote Delivery & Customer Experience
Deliver quotes through an interactive web portal where customers can review proposals, ask questions, sign electronically, and submit payments.
Sales Governance
Maintain Pricing Discipline and Approvals
Control discounting, require approvals, and maintain visibility into quote activity to ensure pricing policies are consistently enforced.
Purchasing Automation
Purchasing & Procurement
Move seamlessly from quote to order by creating purchase orders from approved quotes. QuoteWerks supports both manually creating POs and electronically submitting orders to supported vendors.
Logistics & Financing
Shipping & Financing
Help customers evaluate the full cost of a purchase by including shipping costs and financing options directly in your quotes. QuoteWerks can calculate shipping rates and lease payments as part of the quoting process.
Sales Productivity
Simplify Quoting and Close Deals Faster
QuoteWerks brings quoting, pricing, approvals, purchasing, and integrations together in a single platform designed to streamline your sales process.
From creating professional proposals to retrieving distributor pricing and collecting online payments, QuoteWerks helps sales teams generate accurate quotes faster and move deals forward with confidence.
Frequently Asked Questions
Common Questions About QuoteWerks Features
QuoteWerks includes tools for creating professional quotes and proposals, managing product and pricing data, retrieving distributor pricing, integrating with CRM and accounting systems, delivering interactive quotes, capturing electronic approvals, collecting online payments, and generating purchase orders. Feature availability is based on the subscribed edition.
Yes. QuoteWerks integrates with many CRM platforms to synchronize customer information, contacts, and opportunities. This allows sales teams to generate quotes while keeping CRM records aligned with quoting activity.
Yes. With QuoteValet, customers can review quotes online, ask questions, select options, and approve quotes electronically. This helps accelerate the approval process and reduces manual paperwork.
Yes. QuoteWerks can retrieve real-time pricing and availability from supported distributors. This allows sales teams to generate accurate quotes without manually checking vendor websites.
Yes. QuoteWerks can include recurring products and services such as monthly subscriptions, maintenance agreements, or managed services within quotes.
Yes. QuoteWerks can convert approved quotes into purchase orders. Purchase orders can be created manually or submitted electronically to supported vendors.
Yes. QuoteWerks supports online payments through integrated payment gateways. Customers can submit deposits, progress payments, or full payments directly from their quote.
Yes. Customers can approve quotes by signing electronically, allowing sales teams to capture approvals quickly without requiring printed documents.
Yes. QuoteWerks is a CPQ (Configure, Price, Quote) platform designed to help sales teams configure products, control pricing, and generate accurate quotes quickly while integrating with CRM and business systems.
CPQ stands for Configure, Price, Quote. CPQ software helps sales teams configure products and services, apply accurate pricing, and generate professional quotes quickly. QuoteWerks is a CPQ platform designed to streamline the quoting process while integrating with CRM, accounting, and distributor systems.
QuoteWerks is used by thousands of companies that sell products, services, or complex solutions. Common users include IT solution providers, value-added resellers (VARs), managed service providers (MSPs), and other businesses that need to generate accurate quotes quickly.