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HYBRID QUOTING ENVIRONMENTS

Run QuoteWerks Desktop and Web Together

Many existing QuoteWerks customers extend their Desktop environment with QuoteWerks Web to support browser-based quoting, remote teams, and modern cloud workflows. A hybrid deployment allows Desktop and Web to operate together with shared data, templates, and licensing so teams can work in the environment that best fits their role.

Explore QuoteWerks Web
DESKTOP + WEB

Modernize Your Quoting Workflow Without Disruption

Hybrid deployments allow businesses to extend their existing QuoteWerks Desktop environment while introducing browser-based quoting where it provides the most value.

This approach allows organizations to modernize gradually while maintaining existing workflows and integrations.

Benefits

• Extend quoting access to remote teams
• Maintain existing templates, automation, and workflows
• Continue using Desktop where deep integrations are required
• Add browser-based quoting without disrupting operations
• Allow teams to use Desktop or Web depending on their role

HYBRID ARCHITECTURE

One Platform.
Two Environments.

In a hybrid environment, QuoteWerks Desktop and QuoteWerks Web operate together as part of the same quoting platform.

Office teams may continue using Desktop while remote or mobile users work in the browser. Quotes, templates, and product data remain shared across the environment so everyone works from the same information.

REAL-WORLD DEPLOYMENTS

How Businesses Use Hybrid QuoteWerks Environments

Remote Sales Teams

Allow field or remote sales staff to create quotes in the browser while office teams continue using Desktop.

QuickBooks Desktop Environments

Maintain Desktop accounting integrations while enabling browser-based quoting.

Gradual Modernization

Introduce Web users over time while maintaining existing Desktop workflows.

Mixed Infrastructure

Support organizations with both office-based and remote teams.

DEPLOYMENT OPTIONS

Choose the Deployment That Fits Your Environment

QuoteWerks Web can operate as a standalone quoting environment or alongside QuoteWerks Desktop in a hybrid deployment depending on your infrastructure and integration requirements.

MOVE FULLY TO WEB

QuoteWerks Web as a Standalone Environment

Ideal for customers who want to move entirely to a browser-based quoting platform.

• No infrastructure required — no desktop installs or servers
• Browser-based access from anywhere
• Move existing templates, automation, licensing, and product data into a web environment
• Simplify infrastructure while maintaining familiar quoting workflows

Learn More About QuoteWerks Web
EXTEND YOUR DESKTOP ENVIRONMENT

QuoteWerks Hybrid (Desktop + Web)

Perfect for teams transitioning to remote work or mixed environments.

• Keep existing automation, templates, licensing, and product data
• Use Web and/or Desktop depending on team needs
• Run QuoteWerks Web and Desktop together with shared data and workflows
• Extend quoting access to remote users without disrupting operations
• Phase in modernization without losing legacy workflows

LICENSING FOR EXISTING CUSTOMERS

What Does Adding QuoteWerks Web Cost?

Already using QuoteWerks Desktop?
Adding QuoteWerks Web is designed to extend your existing environment. You can introduce browser-based quoting while continuing to run QuoteWerks Desktop, allowing teams to modernize at their own pace.
If you have the Corporate Edition of QuoteWerks Desktop, you can add QuoteWerks Web for $20/month per QuoteWerks Desktop license.
To run QuoteWerks Web alongside Desktop you will need:
• Corporate Edition of QuoteWerks Desktop
• QuoteWerks Web Add-On License $10/month per concurrent user
• QuoteWerks DBHosting (if your database is not internet-accessible) $10/month per concurrent user
Questions?
PLATFORM EVOLUTION

A Platform Built on 30 Years of Quoting Experience

QuoteWerks Desktop has powered quoting workflows for decades. Today the platform continues to evolve with QuoteWerks Web, giving businesses the flexibility to run Desktop, Web, or hybrid environments depending on their needs.

Hybrid deployments allow organizations to modernize their quoting infrastructure while maintaining the reliability and integrations they already depend on.

TRANSITIONING TO HYBRID

Adopt QuoteWerks Web Without Disrupting Your Existing Environment

Many QuoteWerks customers introduce QuoteWerks Web gradually while continuing to run their existing Desktop environment. This hybrid approach allows teams to modernize their quoting workflows without forcing immediate changes to established processes or integrations.

Because Desktop and Web share the same quoting platform, businesses can expand browser-based access where it provides the most value while maintaining the workflows they already rely on.

What This Means for Your Team
  • Continue using QuoteWerks Desktop where it works best
  • Introduce browser-based quoting for remote or mobile users
  • Maintain existing templates, automation, and product data
  • Expand access without rebuilding your quoting process
  • Transition gradually as your infrastructure evolves
Many businesses start with a hybrid deployment and expand their use of QuoteWerks Web over time.
Common QuoteWerks Platform FAQ

QuoteWerks Hybrid Frequently Asked Questions

Do I need QuoteWerks Desktop to use QuoteWerks Web?

No — QuoteWerks Web can run independently as a complete and stand-alone quoting solution.

Can QuoteWerks Web and QuoteWerks Desktop be used together?

Yes. Many teams operate in hybrid mode during transition or for mixed roles.

Is feature parity the same between QuoteWerks Desktop and Web?
Most core quoting functionality is already available in Web, with remaining edge-case features rolling out progressively and as customers let us know what is important to them.
Can current customers QuoteWerks Desktop migrate over time to QuoteWerks Web?
Yes. You can add QuoteWerks Web access without disrupting your existing QuoteWerks Desktop environment.
Are all integrations supported in the Web version?
Yes (for the most part) — the same Web-based CRMs, PSAs, and distributor connections are supported. We  are continuing to add additional feature parity between QuoteWerks Desktop and QuoteWerks Web. Please feel free to contact us for complete details.
What functionality is available in QuoteWerks Web?
QuoteWerks Web supports nearly all core quoting and proposal capabilities (including some extras only available in web), including:
  • Quote and proposal creation
  • Product sourcing and price comparison
  • Templates, bundles, and configurators
  • QuoteValet for electronic approvals and signatures
  • Real-time distributor integrations (e.g., TD SYNNEX, Ingram, D&H, etc.)
  • Web-based CRM and PSA integrations
  • QuickBooks Online integration
  • Quote delivery, revision, and tracking
  • Reporting and document management
  • Multi-user collaboration and security controls

Functionality depends on the QuoteWerks Web Edition in use and, in hybrid environments, any applicable QuoteWerks Desktop modules.

Can I use QuoteWerks Web if my company still uses QuickBooks Desktop?
Yes. You can still use the QuickBooks Desktop integration if you are using the hybrid platform of using both QuoteWerks Desktop and QuoteWerks Web.

Typically, we see our users handle quoting and sales activity through the web platform and then use QuoteWerk Desktop for the accounting integration with QuickBooks Desktop.  

If you use QuickBooks Online, both Desktop and Web have native integrations with QuickBooks Online.

Is QuoteWerks Web hosted by QuoteWerks?
Yes, QuoteWerks Web is fully hosted and maintained by us — no servers or upgrades required on your end  — unless you want to. You have the option to host your own database, but we can handle that for you.
Do you have a fully hosted version of QuoteWerks?
Yes. With QuoteWerks Web, you now have the flexibility to choose how you work:
  • Standalone Web – New customers can run QuoteWerks entirely in the cloud with no desktop installation required. All your quoting, CRM, and distributor integrations are available in a modern, fully hosted solution.
  • Hybrid Web + Desktop – Existing QuoteWerks Desktop customers can continue to use Desktop while also using QuoteWerks Web with the QuoteWerks Web Addon. Your team can quote from anywhere in the browser, while still using Desktop for administrative tasks (like modifying reports, procurement, or QuickBooks Desktop integration) or for sales reps who prefer the desktop client. 

Behind the scenes, we now host the QuoteWerks database for you—removing the need to maintain your own SQL server. Whether you’re all-in on the web or running a hybrid environment, you get the same trusted QuoteWerks features built over 25+ years, now available in the cloud.

QuoteWerks Web is rapidly growing with new features and capabilities. For teams that need the most advanced functionality today, QuoteWerks Desktop remains the fully robust option—and it works seamlessly alongside Web. This gives you the best of both worlds: proven stability now, with continuous innovation for the future.

As an existing QuoteWerks Desktop customer, how many QuoteWerks Web Licenses do I need?
You only need as many QuoteWerks Web licenses as users that will be using QuoteWerks Web at the same time.

You will need at least one QuoteWerks Desktop License for each QuoteWerks Web License.

Practical Example:
If you have a QuoteWerks Desktop 5-user Corporate Edition license and 2 QuoteWerks Web licenses, you can have a maximum of 2 people using the web interface of QuoteWerks and 3 people using QuoteWerks Desktop.

So in short, whether you are using QuoteWerks through the web or the desktop, you use a Desktop license.

The number of users that can be in QuoteWerks Web at the same time is limited by the number of Web licenses that you have.

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