BROWSER-BASED CPQ PLATFORM
Quote Faster with QuoteWerks Web
QuoteWerks Web is a modern, browser-based quoting platform designed for teams that want powerful CPQ capabilities without installing desktop software. Build professional quotes, manage opportunities, and collaborate with your team from anywhere.
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QuoteWerks is designed for organizations that sell products, services, or bundled solutions that require structured quoting.
MODERN QUOTING PLATFORM
Why Teams Choose QuoteWerks Web
QuoteWerks Web gives sales teams the tools they need to create accurate quotes quickly while keeping pricing, products, and approvals under control.
POWERFUL QUOTING CAPABILITIES
Everything You Need to Create Accurate Quotes
QuoteWerks Web helps sales teams generate professional quotes quickly while maintaining control over pricing and product configuration.
CRM-CONNECTED QUOTING
Built to Work With Your CRM
QuoteWerks Web connects your quoting process to the systems your sales team already uses.
With CRM integrations, your team can:
generate quotes directly from opportunities
synchronize customer data automatically
track quote activity within your sales pipeline
keep CRM records accurate without duplicate data entry
Supported integrations include platforms such as HubSpot, Salesforce, Autotask, ConnectWise, and more.
PROFESSIONAL QUOTE DELIVERY
Deliver Quotes That Win Business
QuoteWerks Web helps you present quotes in a way that is easy for customers to review and approve.
Sales teams can:
send online quotes instantly
track when customers open proposals
collect approvals and signatures
accept online payments when needed
This creates a smoother buying experience while helping your team close deals faster.
BUILT FOR TODAY'S SALES ENVIRONMENTS
Designed for Modern Sales Teams
QuoteWerks Web works well for organizations that want:
a browser-based quoting platform
easier onboarding for new sales reps
centralized pricing control
a modern quoting workflow connected to CRM
Whether your team is fully remote, hybrid, or office-based, QuoteWerks Web keeps everyone working from the same quoting environment.
PLATFORM OPTIONS
Choose the QuoteWerks Environment That Fits Your Team
| Platform | Best For |
|---|---|
|
QuoteWerks Web |
Teams that want a modern browser-based quoting platform |
|
QuoteWerks Desktop |
Organizations that prefer a Windows-based quoting environment |
|
QuoteWerks Hybrid |
Existing customers extending Desktop workflows to the web |
TRUSTED BY SALES ORGANIZATIONS
Used by Sales Teams Across Many Industries
QuoteWerks helps organizations that sell configurable products, bundled solutions, and services generate accurate quotes faster.
Teams use QuoteWerks to bring structure and consistency to their quoting process while integrating with the CRM and business systems they already rely on.
QuoteWerks is commonly used by companies in industries such as:
Technology and IT services
Manufacturing
Telecommunications
Professional services
Security and surveillance
AV and low-voltage systems
Distribution and equipment sales
Business services
Organizations choose QuoteWerks because it helps them:
reduce quoting errors
maintain pricing control
standardize proposals across sales teams
accelerate the quote-to-order process
integrate quoting with CRM, accounting, and payment systems
FOR EXISTING CUSTOMERS
Already Using QuoteWerks Desktop?
If you’re already using QuoteWerks Desktop, you can extend your quoting environment with QuoteWerks Hybrid, which connects Desktop workflows with the browser-based QuoteWerks Web experience.
This allows your team to:
access quotes from the browser
collaborate more easily across teams
gradually introduce web-based quoting
This structured workflow helps sales teams quote faster while keeping pricing, products, and customer data consistent across the organization.
STREAMLINED QUOTING WORKFLOW
From Opportunity to Approved Quote in Minutes
QuoteWerks Web helps sales teams move from opportunity to approved quote quickly by connecting product data, pricing rules, and customer information in one quoting workflow.
Instead of manually building quotes in spreadsheets or documents, your team can generate accurate quotes in just a few steps.
COMMON QUESTIONS
Frequently Asked Questions About QuoteWerks Web
QuoteWerks Web is a browser-based CPQ and quoting platform that helps sales teams create accurate quotes, manage product pricing, and deliver professional proposals to customers.
Because it runs in the browser, your team can access QuoteWerks from anywhere without installing desktop software.
No. QuoteWerks Web can be used as a standalone quoting platform.
Many new customers start with QuoteWerks Web as their primary quoting environment. Existing customers who use QuoteWerks Desktop can also extend their workflow using a Hybrid environment.
QuoteWerks Web integrates with several popular CRM and business platforms, allowing sales teams to create quotes directly from opportunities and keep customer data synchronized.
Supported integrations include platforms such as:
HubSpot
Salesforce
ConnectWise
Autotask
Zoho CRM
Additional integrations and API options are available for connecting with other systems.
Yes. QuoteWerks Web runs entirely in the browser, allowing your team to access the quoting platform from the office, at home, or while traveling.
This makes it ideal for remote sales teams and organizations with distributed staff.
Yes. QuoteWerks Web helps teams maintain accurate quotes using centralized product catalogs, pricing rules, and configurable product options.
This reduces quoting errors and ensures consistent pricing across your sales team.
Yes. QuoteWerks allows you to deliver quotes electronically so customers can review proposals and approve them online.
This helps streamline the buying process and can significantly shorten the sales cycle.
Yes. QuoteWerks Web is designed to scale with your organization by providing centralized pricing control, reusable templates, and consistent quoting workflows across the sales team.
As your organization grows, these controls help maintain accuracy and consistency in the quoting process.
QuoteWerks is used by organizations that sell products, services, or bundled solutions that require structured quoting.
This includes companies in industries such as technology, manufacturing, professional services, telecommunications, security systems, distribution, and equipment sales.
QuoteWerks is used by organizations that sell products, services, or bundled solutions that require structured quoting.
This includes companies in industries such as technology, manufacturing, professional services, telecommunications, security systems, distribution, and equipment sales.
CPQ stands for Configure, Price, Quote. CPQ software helps sales teams build accurate quotes by managing product configurations, pricing rules, and proposal generation in a structured workflow.
QuoteWerks provides CPQ capabilities that allow teams to generate professional quotes faster while maintaining pricing accuracy and integration with CRM systems.