PROVEN CPQ PLATFORM
QuoteWerks Desktop: Powerful Quoting with a Clear Path to the Cloud
For over 30 years, QuoteWerks has helped sales teams create accurate quotes, connect their CRM and accounting systems, and close deals faster. Today, QuoteWerks Desktop continues to power thousands of businesses worldwide while providing a clear path to QuoteWerks Web for modern cloud and hybrid environments.
Trusted by thousands of businesses worldwide for complex quoting and integrations.
PLATFORM OPTIONS
Choose the QuoteWerks Platform That Fits Your Business
QuoteWerks Desktop was introduced in 1993 and became the quoting powerhouse that it is today. It has taken many years, but now we have recreated QuoteWerks as a Web solution that has most of the capabilities of QuoteWerks Desktop with more coming soon.
🌐 New to QuoteWerks?
If you are a new customer, the best platform for you is most likely the web-based platform. The only exception is if you want the benefits of the web platform, but still want to integrate with QuickBooks Desktop. In that case, you will want to choose the hybrid platform.
💻 Already Using QuoteWerks Desktop?
As an existing QuoteWerks customer, you can choose to run in a hybrid environment where you keep your desktop and add the web add-on.
If you really want to get rid of all things desktop, you can also do that and run a purely web platform as well.
WHO QUOTEWERKS DESKTOP IS FOR
When QuoteWerks Desktop Is the Right Choice
QuoteWerks Desktop continues to be the preferred quoting platform for many organizations that rely on deep desktop integrations, advanced configuration, and established sales workflows. It provides powerful quoting capabilities while connecting directly to the systems businesses already depend on.
PLATFORM EVOLUTION
A Modern CPQ Platform That Grows With Your Business
QuoteWerks Desktop remains the powerful quoting platform many organizations rely on today.
At the same time, the QuoteWerks platform is evolving with QuoteWerks Web, a modern browser-based experience designed for cloud-first teams.
Many customers today operate in hybrid environments, using QuoteWerks Desktop alongside QuoteWerks Web while gradually expanding their cloud workflows.
This allows organizations to:
maintain existing CRM and accounting integrations
preserve established quoting workflows
introduce browser-based quoting where it makes sense
Rather than forcing a disruptive transition, QuoteWerks allows companies to evolve their quoting infrastructure at their own pace.
DEEP BUSINESS INTEGRATIONS
Connect CRM, Accounting, and Quoting into One Workflow
QuoteWerks Desktop acts as the quoting engine that connects the systems your business already relies on.
Sales teams can retrieve customer information directly from their CRM, generate accurate quotes quickly, and push finalized orders into accounting systems without re-entering information.
This keeps customer records, opportunities, and financial data synchronized across your business systems.
These capabilities make QuoteWerks particularly valuable for companies selling complex products, services, and bundled solutions.
POWERFUL QUOTING ENGINE
Designed for Complex Quotes and Real Sales Workflows
QuoteWerks Desktop helps businesses generate accurate quotes quickly while maintaining control over pricing, configuration, and margins.
TRUSTED FOR OVER 30 YEARS
A CPQ Platform Built for Long-Term Stability
QuoteWerks has been helping businesses create quotes and proposals since the 1990s.
Over three decades the platform has evolved to support:
changing CRM ecosystems
new accounting integrations
modern quoting workflows
complex product configuration needs
Thousands of businesses continue to rely on QuoteWerks because it provides the stability, flexibility, and control needed for real-world sales environments.
The introduction of QuoteWerks Web builds on this foundation while extending the platform into modern cloud workflows.
QuotePro
QuoteWerks
Integrations
QuoteValet
QuoteWerks Web
FLEXIBLE DEPLOYMENT
Run Desktop and Web Together
Many organizations today run QuoteWerks Desktop and QuoteWerks Web together.
This hybrid approach allows teams to:
adopt cloud quoting gradually
support remote and browser-based workflows
preserve existing integrations and processes
For many businesses this creates the ideal balance between stability and modernization.
COMMON QUESTIONS
QuoteWerks Desktop Frequently Asked Questions
Find answers to common questions about QuoteWerks Desktop, integrations, hybrid environments, and the transition to QuoteWerks Web.
QuoteWerks Desktop is professional quoting software designed to help sales teams configure products, generate accurate quotes and proposals, and integrate their quoting process with CRM and accounting systems.
It allows businesses to centralize pricing, automate proposal creation, and maintain consistent quoting workflows across their sales teams.
Yes. QuoteWerks Desktop continues to be actively supported and updated. Many organizations rely on it as the core of their quoting process because of its mature feature set and deep integrations with CRM and accounting systems.
QuoteWerks Desktop is a Windows-based quoting application that integrates with many CRM and accounting systems and supports complex quoting workflows.
QuoteWerks Web is a modern browser-based quoting platform that extends QuoteWerks into cloud and hybrid environments.
Many businesses use both platforms together as they gradually expand their cloud capabilities.
Yes. Many organizations operate hybrid environments where some users work in QuoteWerks Desktop while others use QuoteWerks Web.
Both platforms support the same quoting workflows and can coexist as businesses modernize their quoting infrastructure over time.
QuoteWerks Desktop integrates with many popular CRM systems including:
HubSpot
Salesforce
Microsoft Dynamics
Zoho CRM
ACT!
GoldMine
- and more…
These integrations allow sales teams to retrieve customer data from their CRM and update opportunities after quotes are created.
QuoteWerks Desktop integrates with accounting platforms such as:
QuickBooks Desktop
QuickBooks Online
Sage 50
This allows quotes to flow into accounting systems without re-entering data.
QuoteWerks is widely used by companies that sell configurable products, services, or bundled solutions.
This includes:
IT solution providers
value-added resellers (VARs)
technology integrators
service providers
manufacturers and distributors
These organizations use QuoteWerks to create accurate quotes while maintaining pricing control and professional proposals.
Yes. QuoteWerks Desktop is designed for businesses that need to configure products, bundle services, apply pricing rules, and generate detailed proposals.
Its CPQ capabilities help sales teams reduce errors and maintain consistent pricing across quotes.
Yes. QuoteWerks Desktop supports integrations with many technology distributors, allowing users to retrieve real-time product pricing and availability directly within the quoting process.
Yes. QuoteWerks can automatically generate professional quote and proposal documents using customizable templates that reflect your company’s branding.
These proposals can include product details, pricing summaries, terms, and supporting documentation.
QuoteWerks has been helping businesses create quotes and proposals for over 30 years. The platform has evolved alongside CRM and accounting systems to support modern sales workflows.
Many organizations begin by implementing QuoteWerks Web alongside their existing Desktop environment.
This hybrid approach allows teams to introduce browser-based quoting while maintaining established workflows and integrations.
QuoteWerks focuses on integrating the quoting process with the systems businesses already use, including CRM platforms, accounting systems, and distributor catalogs.
This allows sales teams to generate accurate quotes while maintaining consistent data across their entire sales and operations workflow.