What is 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 without installing desktop software.

Do I need QuoteWerks Desktop to use QuoteWerks Web?

No. QuoteWerks Web can be used as a standalone quoting platform. Existing QuoteWerks Desktop customers can also extend their workflows using QuoteWerks Hybrid.

What CRM systems does QuoteWerks Web integrate with?

QuoteWerks Web integrates with popular CRM and business platforms including HubSpot, Salesforce, ConnectWise, Autotask, Zoho CRM, and additional systems through available integrations and API options.

Can my team access QuoteWerks Web remotely?

Yes. QuoteWerks Web runs in the browser, allowing sales teams to access the quoting platform from the office, at home, or while traveling.

Can QuoteWerks Web automate pricing and product configuration?

Yes. QuoteWerks Web helps teams maintain accurate quotes using centralized product catalogs, pricing rules, margin controls, and configurable product options.

Can customers approve quotes online?

Yes. QuoteWerks Web supports online quote delivery so customers can review and approve proposals electronically. QuoteWerks can also support online signatures and payments when configured.

Is QuoteWerks Web suitable for growing sales teams?

Yes. QuoteWerks Web is designed for growing sales teams that need centralized pricing control, reusable templates, consistent quote workflows, CRM integration, and browser-based access.

What types of companies use QuoteWerks Web?

QuoteWerks Web is used by organizations that sell products, services, configurable offerings, or bundled solutions, including technology companies, MSPs, manufacturers, professional services firms, telecom providers, security companies, AV integrators, distributors, and equipment sales organizations.

What is CPQ software and how does QuoteWerks Web help?

CPQ stands for configure, price, quote. QuoteWerks Web provides CPQ capabilities that help sales teams build accurate quotes, apply pricing rules, manage margins, connect quoting to CRM systems, and generate professional proposals faster.

QuoteWerks Web Add-ons

QuoteWerks Web Third-Party Add-ons

Extend QuoteWerks Web with specialized solutions built by third-party developers and QuoteWerks partners.

Browse add-ons that expand QuoteWerks Web with capabilities for automation, validation, workflow, pricing, analytics, and more.

Explore QuoteWerks Web Third-Party Add-ons

Filter by capability to find solutions that extend the way your team quotes.

Quote Automation Module

Validation & Compliance, Workflow

By: Quintadena

Every organisation has its own rules around its quoting workflow. Quintadena’s Automation for QuoteWerks Web lets you build those requirements directly into QuoteWerks so the right checks, calculations, documents, information and notifications happen as part of the normal quoting process.

Extend QuoteWerks Web

Build Around the Way Your Business Works

In addition to third-party add-ons, QuoteWerks Web gives you tools to create custom integrations, automate business rules, and connect your quoting process with the rest of your technology stack.

APIs

Build custom integrations and exchange data between QuoteWerks Web and other business systems.

Scripting

Customize QuoteWerks Web behavior and automate business-specific rules directly within your quoting process.

Webhooks & Automation

Trigger workflows, pass information between systems, and connect QuoteWerks Web with the applications your business already uses.

QuoteWerks Desktop

Looking for QuoteWerks Desktop Add-ons?

QuoteWerks Desktop also has a long-standing ecosystem of third-party add-ons and extensions built by QuoteWerks partners and developers.

Native Integrations

Connect QuoteWerks With the Systems You Already Use

QuoteWerks includes more than 115 native integrations for CRM, PSA, accounting, distribution, payment, and other business systems, so your quoting process can stay connected to the tools your team already relies on.

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