From Quote to Purchase Order to Delivery—All in Real Time

The QuoteWerks Real-Time Module connects your quoting process directly to distributors, shipping carriers, tax services, and leasing providers. It enables your team to retrieve real-time pricing and availability, submit purchase orders electronically, calculate shipping and sales tax, and track fulfillment without leaving QuoteWerks.

Instead of relying on disconnected systems or manual processes, the Real-Time Module allows you to manage the entire workflow from quote to purchase order to delivery within a single system. This improves speed, reduces errors, and creates better alignment between sales and procurement.

QuoteWerks supports a wide range of distributors across North America, Europe, and APAC, including Ingram Micro, TD SYNNEX, D&H, ScanSource, BlueStar, ADI, Northamber, EET, and Dicker Data.

Depending on the distributor, QuoteWerks can provide real-time pricing, availability, electronic ordering, and procurement tracking. This allows your team to work with preferred vendors while maintaining a consistent quoting and purchasing workflow across regions.

Yes. QuoteWerks allows you to convert accepted quotes into purchase orders and submit them electronically to supported distributors without re-entering data.

This eliminates duplicate entry, reduces errors, and speeds up the transition from sales to procurement. Orders can be managed and tracked directly within QuoteWerks, helping your team maintain visibility and control throughout the process.

Yes. In addition to traditional distributors, QuoteWerks supports purchasing through Amazon Business. This allows your team to source products outside of standard distribution channels when needed.

Amazon Business can be used alongside distributor purchasing, giving you flexibility to choose the best source for each item while maintaining a consistent quoting and ordering workflow.

QuoteWerks retrieves real-time pricing and stock availability directly from supported distributors while you are building your quote. This ensures that your quotes reflect current costs and inventory levels.

By using real-time data, your team can reduce pricing errors, avoid quoting unavailable products, and respond more quickly to customers. This is especially important in fast-moving markets where pricing and availability change frequently.

Yes. QuoteWerks provides visibility into order status, shipment tracking, serial numbers, and line-level fulfillment details directly within the system.

This allows your team to monitor orders from placement through delivery without relying on separate systems or manual follow-ups. Improved visibility helps reduce delays, improve customer communication, and ensure that all items are accounted for.

Yes. QuoteWerks integrates with shipping carriers such as FedEx and UPS to retrieve real-time shipping rates during the quoting process.

This allows you to include accurate delivery costs in your quotes upfront, helping prevent margin erosion and avoiding surprises after the order is placed. Shipping details can also carry through into fulfillment for consistency.

QuoteWerks applies sales tax rates based on your customer’s location during the quoting process, helping ensure accurate totals without manual lookup.

For more advanced scenarios, the USA Advanced Sales Tax system supports line-item-level calculations across multiple jurisdictions, including State, County, and City taxes. It also supports item-level tax rules, overrides, and detailed breakdowns through Item Tax Summary and Tax Details views.

Final tax reporting and compliance are typically handled within your accounting system.

Yes. The Advanced Sales Tax system is designed to handle more complex requirements, including multiple tax jurisdictions, line-item tax logic, and special rules such as single article limits.

This makes it suitable for businesses operating across multiple states or regions with varying tax requirements, while still maintaining visibility and control within the quoting process.

Yes. QuoteWerks allows you to include leasing and financing options directly within your quotes, enabling customers to evaluate real-time payment options alongside purchase pricing.

Integrations with leasing providers such as GreatAmerica and select distributor programs make it easy to present flexible payment options. This can help reduce budget barriers, increase deal sizes, and accelerate the sales process.

The Real-Time Module is included with the Pinnacle Edition of QuoteWerks Web. This edition is designed for teams that need advanced capabilities such as real-time pricing, procurement, shipping, tax calculation, and leasing within a single workflow.