QuoteWerks Price List

QuoteWerks Standard Edition

The Standard Edition of QuoteWerks is a great sales tool that is used by customers in almost every industry, and is the base QuoteWerks package that includes the built-in Contact Database and a link to Microsoft Outlook®. Links to other Contact Management solutions can be found in the Professional and Corporate Editions of QuoteWerks.

• $

  15

  a month
  per user

  Billed monthly
  

QuoteWerks Professional Edition

In addition to the features of the Standard Edition package, the Professional Edition adds links to contact management software such as ACT!™, GoldMine®, HubSpot CRM, Maximizer Desktop, salesforce.com®, SugarCRM, and Zoho CRM. The Professional Edition adds the ability to link to a variety of external product data sources including any ODBC compliant data source (such as MS SQL, MS Access, Oracle, etc.), QuickBooks®, and salesforce.com®.  Additionally, the Professional Edition includes the accounting links to QuickBooks® (Desktop), Sage 50 US / Peachtree®, and the Open Export Module. This Edition also includes quote synchronization functionality.

• $

  21

  a month
  per user

  Billed monthly
  

QuoteWerks Corporate Edition

The Corporate Edition of QuoteWerks includes all the features of the Standard and Professional Editions and adds support for hosting the data on a Microsoft® SQL backend database. The Corporate Edition includes the ability to integrate with ACT! for Web, Autotask, ConnectWise, HaloPSA, Kaseya BMS, MS  Dynamics CRM and SalesLogix® contact managers in addition to the other contact management software.  The Corporate Edition also includes quote synchronization functionality as with the Professional Edition. Additionally, the Corporate Edition includes the "Rollout" functionality that rolls out product and other non-quote related information to remote installations such as laptops. Corporate Edition pricing does not include Microsoft SQL Server licensing. QuoteWerks Technical Support does not provide support for the administration of Microsoft SQL Server. Benefits of the SQL backend using the Corporate Edition.

• $

  30

  a month
  per user

  Billed monthly
  

QuoteWerks Real-time Module

This Real-time Module enables users to retrieve real-time pricing and availability from Accutech Data, Arbitech, Bell Micro, BlueStar, D&H, Dexxxon Digital Storage, Digitek, Ingram Micro, Northamber, Printer Essentials, Supercom, SYNNEX, Tech Data, Westcoast, and more.  You can also place electronic orders with Distributors from within QuoteWerks (Corporate Edition). Order items from a single order or combine items from multiple QuoteWerks orders into a single D&H, Ingram Micro, SYNNEX, or Tech Data order. The Real-time Module can also provide Real-time Product Content, a Tax Rate lookup service for US postal codes, and Shipping Rates for FedEx and UPS. This module can be used with all editions of QuoteWerks.

	Prices are in USD.
	License count is based on "reserved concurrency" licensing.
	This is a monthly subscription - no commitment required.
	Discounted annual non-refundable subscriptions are also available.
	One-time upfront purchase option available.

• $

  15

  a month
  per user

  Billed monthly
  

QuoteWerks Product Content Subscription (powered by Etilize)

The QuoteWerks Product Content Subscription (powered by Etilize) is an add-on to the Real-time Module that enables users in the IT and AV industries to create content rich documents and more. This subscription can be used with all editions of QuoteWerks.

	Prices are in USD.
	Real-time Licenses are required.
	License count must match the Real-time License Count.
	This is a monthly subscription - no commitment required.
	Discounted annual non-refundable subscriptions are also available.

USA and Canada

• $

  9

  a month
  per user

  Billed monthly
  

Australia

• $

  12

  a month
  per user

  Billed monthly
  

United Kingdom

• $

  12

  a month
  per user

  Billed monthly
  

QuoteValet Subscription

QuoteValet is the online quote delivery and acceptance vehicle for QuoteWerks. QuoteValet is a more robust way to deliver quotes to your customers and prospects. QuoteValet Mobile and QuoteValet Insight are included free with your QuoteValet Subscription. This subscription can be used with all editions of QuoteWerks.

	Prices are in USD.
	License count is based on daily maximum number of unique users.
	This is a monthly subscription - no commitment required.
	Requires current UMP during subscription.
	Discounted annual non-refundable subscriptions are also available.

• $

  28

  a month
  per user

  Billed monthly
  

QuoteWerks Web Subscription

QuoteWerks Web is accessed by your favorite web browser and includes many of the great features in QuoteWerks Desktop, including a full support with QuoteValet and Etilize. Users will also have access to their existing documents, products and services, layouts, and more! QuoteWerks Web requires minimal setup and has affordable licensing! This subscription requires the Corporate Edition of QuoteWerks and the QuoteWerks Database re-hosted to Microsoft SQL.

	Prices are in USD.
	Must have at least as many Corporate Edition Licenses as QuoteWerks Web Users.
	This is a monthly subscription - no commitment required.
	Requires current UMP during subscription.
	Discounted annual non-refundable subscriptions are also available.

• $

  10

  a month
  per user

  Billed monthly
  

QuoteWerks Database Hosting Subscription

The Corporate Edition of QuoteWerks supports a SQL database backend for scalability and performance. QuoteWerks Web also requires a SQL database backend. The QuoteWerks Database Hosting Subscription is a great option for providing Microsoft SQL database hosting for customers that do not want to purchase and maintain their own SQL server. SQL Credentials are not provided to the customer with this service. The QuoteWerks Database Hosting provider is Microsoft Azure. The QuoteWerks Database Hosting subscription license count must match the QuoteWerks Desktop license count.

	Prices are in USD.
	Requires Corporate Edition of QuoteWerks.
	This is a monthly subscription - no commitment required.
	License count must match QuoteWerks Desktop license count.
	This subscription does not include professional services related to rehosting, or migrating SQL data.
	Discounted annual non-refundable subscriptions are also available.

• $

  10

  a month
  per user

  Billed monthly
  

QuickBooks Online Integration Subscription

The QuickBooks Online Integration Subscription enables the QuoteWerks Integration to QuickBooks Online. This subscription does not contain a QuickBooks Online subscription from Intuit. This subscription can be used with the Professional and Corporate editions of QuoteWerks.

	Prices are in USD.
	Licensing is a site license and not based on user count.
	This is a monthly subscription - no commitment required.
	Requires current UMP during subscription.
	Discounted annual non-refundable subscriptions are also available.

• $

  20

  a month
  per site

  Billed monthly
  

VendorRFQ Subscription

VendorRFQ enables customers to communicate with their vendors, discussing and negotiating pricing and details for goods and services, collecting and organizing this information from one or all of their vendors. Your purchasing team will be able to compare and find the lowest prices to purchase available specific goods and services, while knowing at any given time which vendors have received the request for quote, and which have responded. All purchasing and procurement information is available in a centralized location for your team. This subscription can only be used with the Corporate edition of QuoteWerks and the QuoteWerks Database re-hosted to Microsoft SQL.

	Prices are in USD.
	License count is based on "reserved concurrency" licensing.
	This is a monthly subscription - no commitment required.
	Requires current UMP during subscription.
	Discounted annual non-refundable subscriptions are also available.

• $

  20

  a month
  per user

  Billed monthly
  

Accelerated Implementation Service™

QuoteWerks has been designed to be easy to use and setup. Even though that is the case, as with all systems, some help may be needed during initial setup. With this paid service, a QuoteWerks team member can accelerate this process for you, helping you with the initial setup of QuoteWerks and with its integrations (CRM/Accounting/etc), to get you up and running by the conclusion of the service. A typical comprehensive accelerated setup takes between 1.5 and 2.5 hours and is performed during the scheduled appointment time. The QuoteWerks Accelerated Implementation Service must be redeemed within 3 months from the date of purchase.

Accelerated Implementation Services are scheduled in advance and are only available as resources permit.

• $

  299

  per session
  

Proficiency Booster Session™

(for existing customers)

Often, we hear from customers "I know that there is all sorts of stuff QuoteWerks can do that I just don't know about". When customers come to our training classes here in Orlando, FL, at the end of the day they say "I've been using QuoteWerks for years and never knew it could do that."

To address this, we offer Proficiency Booster Sessions. In one of these sessions, we remote into your machine and watch you use QuoteWerks. Then, in real-time we suggest how you can better use QuoteWerks by taking advantage of all its features resulting in time savings that make you more efficient and effective.

We only offer this service to existing customers that already setup QuoteWerks and have been using it a while. Why? Well, we can only suggest improvement over your current process if you already have a process in place. In order to get the most out of this session, you need to have a real quote to create so that we can see exactly the real process you go through in creating your quote.

The Proficiency Booster Sessions are sixty minutes (60) per session. Proficiency Booster Sessions are scheduled in advance and are only available as resources permit.

• $

  100

  per hour
  

QuoteWerks Administrative Training

The Administrative training focuses on bringing the management team up to speed on how to administer QuoteWerks. The 1 hour session focuses on educating management on the system settings such as Options, My Preferences, Security Settings, Document Approvals, Reporting, and more. This training ensures management understands how the program operates and is used in their environment in order to properly make changes that will affect the entire team.

• $

  100

  per session
  

QuoteWerks Sales Rep Training

The Sales Rep training is focused on getting sales reps up to speed on how to use QuoteWerks. It focuses on how to use QuoteWerks rather than how to setup and configure QuoteWerks. This training is perfect for onboarding new sales team members. The Sales Rep Training is a webinar led session that consists of 2 hours of meeting time delivered in a single 2 hour session. You can have up to 25 sales reps on the webinar during the single 2 hour session. The 2 hour session ends with a 30 minute Q&A slot to reinforce what they have learned.

Sales Rep Training Services are scheduled in advance and are only available as resources permit.

• $

  200

  per session

Professional Services

Our Professional Services are designed as an extension to our Technical Support.

The scope of QuoteWerks Technical Support is limited to answering questions as to the functionality of QuoteWerks, how to use features, general installation support, and trouble-shooting when QuoteWerks is thought to be the cause of the problem.

For customers that need more than answers to specific questions, we offer our Professional Services.The Professional Services team will walk customers through a step-by-step process, if required, to create a solution for the customer. Such assistance will be offered for projects such as layout design, report design, report formulas, cover letter design, literature documents design, scripting, QuoteValet customizations, product database setup, and more. Web and phone based training is also offered.

Professional Services are scheduled by appointment and are only available as resources permit.  All services offered will be through phone, remote session, or email. No onsite assistance is available.

QuoteWerks Services

• $

  100

  per hour

QuoteValet/API Services

• $

  150

  per hour