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Quotes, Proposals, Estimates, and More

Configure, Price, and Quote with Precision

QuoteWerks is a powerful CPQ platform that helps sales teams configure complex products, automate pricing, and deliver professional quotes faster.

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What is QuoteWerks?

A Configure, Price, Quote Platform Built for Real-World Sales Complexity

QuoteWerks is a powerful Configure, Price, Quote (CPQ) platform designed to help sales teams generate fast, accurate, and professional quotes for complex products and services.

It centralizes configuration logic, pricing rules, and proposal generation into a single system — eliminating spreadsheets, reducing manual errors, and standardizing the quoting process across the organization.

Unlike lightweight quoting tools or basic CRM add-ons, QuoteWerks is built to support structured sales workflows where accuracy, margin control, and operational alignment matter.

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Who It’s Built For

QuoteWerks supports organizations that sell configurable, multi-component, or services-driven solutions, including:

B2B Sales Teams

Audio Visual & Systems Integrators

Manufacturers and Manufacturers Reps

MSPs & IT Solution Providers

Professional Services Organizations

Almost Any Industry

Any business that needs structured pricing logic, approval controls, and professional proposal delivery can benefit from QuoteWerks.

Core Platform Capabilities

Everything You Need to Configure, Price, and Deliver Quotes at Scale

QuoteWerks combines product configuration, pricing automation, and proposal delivery into a unified platform designed to support complex sales environments. From margin control to workflow approvals, every capability is built to increase accuracy, accelerate sales cycles, and improve operational visibility.

Configuration & Product Structuring

  • Build bundled solutions
  • Configure services and packages
  • Apply compatibility rules
  • Manage product catalogs

Pricing & Margin Control

  • Automated pricing rules
  • Margin thresholds
  • Discount approvals
  • Cost visibility

Quote & Proposal Generation

  • Branded templates
  • Professional layouts
  • Digital delivery
  • Customer-ready documents

Workflow Automation

  • Approval routing
  • Notification triggers
  • Status tracking
  • Audit visibility

Integration & Data Sync

  • CRM connectivity
  • PSA alignment
  • Accounting integration
  • Vendor data feeds
  • Procurement

Deployment Options

Deploy QuoteWerks Your Way

Choose the deployment model that fits your operational requirements and growth strategy. QuoteWerks is available as a modern browser-based platform and as a powerful installed application, giving your organization the flexibility to run quoting workflows in the environment that works best for you.

QuoteWerks Web

A browser-based CPQ platform built for accessibility, scalability, and modern sales workflows. QuoteWerks Web enables teams to configure, price, and deliver quotes from anywhere while reducing IT overhead and accelerating deployment.

  • Accessible from any browser

  • Centralized cloud deployment

  • Modern user experience

  • Continuous platform innovation

QuoteWerks Desktop

A robust installed quoting solution designed for organizations that require advanced customization, local deployment control, and highly tailored sales workflows.

  • Deep configuration flexibility

  • Advanced scripting capabilities

  • Local infrastructure control

  • Proven enterprise performance

Platform Extensions

Extend Your Quoting Platform Beyond the Basics

QuoteWerks includes a suite of advanced extensions designed to enhance automation, improve sourcing visibility, streamline approvals, and elevate quote presentation. These capabilities expand the core CPQ platform into a fully connected quoting ecosystem — supporting everything from vendor procurement to customer payment workflows.

QuoteValet

Deliver interactive quotes online with built-in approval tracking, e-signature, and payment collection.

Explore QuoteValet

Realtime Module

 Receive updated Sales Tax and Shipping Rates. Connect directly to distributors for live pricing, availability, and sourcing inside the quoting workflow.

Explore Realtime

Product Content Subscription

Maintain accurate, up-to-date product data across multi-vendor and complex quoting environments.

Explore Product Content

ClarityWerks

Easily manage tasks that require communications with others, in a much more effective way than regular email.

Explore ClarityWerks

VendorRFQ

Standardize vendor request-for-quote processes to streamline sourcing and compare supplier responses.

Explore VendorRFQ

QuickBooks Online Integration

 Receive updated Sales Tax and Shipping Rates. Connect directly to distributors for live pricing, availability, and sourcing inside the quoting workflow.

Explore the Integration
Together, these extensions transform QuoteWerks from a quoting tool into a centralized revenue operations platform.
ExPlore ALL Integrations
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Testimonials

Trusted by Sales Organizations Across Industries

Organizations around the world rely on QuoteWerks to streamline quoting, improve pricing accuracy, and deliver professional proposals faster. Here’s what our customers have to say about their experience.

"QuoteWerks makes it easy for us to prepare quotes and keep moving the ball down the field helping folks solve their needs in our business to manage / search / find / archive and share digital media assets."
Dennis B.
Media Production
“QuoteWerks allows me to save time by automating quoting, pricing and configuration of products and services in real-time.“

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Tonie M
Media and Events Consulting
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