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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?

Quoting and CPQ Software Built for Real-World Sales

QuoteWerks is quoting and Configure, Price, Quote (CPQ) software that helps sales teams create accurate, professional quotes and proposals faster.

With time-saving shortcuts, reusable templates, flexible pricing controls, and integrations with the tools you already use, QuoteWerks makes everyday quoting easier while reducing manual work and improving consistency.

Whether you're creating straightforward quotes or configuring detailed solutions, QuoteWerks gives you the flexibility to manage pricing, approvals, and sales workflows without unnecessary complexity.
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Who QuoteWerks is Built For

From everyday product and service quotes to complex configurations and recurring revenue, QuoteWerks supports the quoting needs of businesses across industries.

B2B Sales Teams

AV & Systems Integrators

Manufacturers & Reps

MSPs & IT Solution Providers

Security & Surveillance

Telecommunications

Distribution & Equipment Sales

Professional Services

If your business needs flexible quoting, pricing controls, approvals, and professional proposals, QuoteWerks can adapt to your workflow.

Don't see your industry? Explore ALL Industries & Solutions
Core Platform Capabilities

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

QuoteWerks brings quote creation, product configuration, pricing controls, and proposal delivery together in one flexible platform. From quick pricing adjustments and everyday time-saving features to product configurations and approval workflows, QuoteWerks helps sales teams create accurate quotes faster, reduce manual work, and maintain control over their sales process.

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

QuoteWerks Web makes it easy to create, manage, and deliver professional quotes from any browser. With a modern interface, automatic updates, and no local software installation required, your team can work efficiently from wherever business takes them.

  • 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

Keep product information accurate and up to date across your quoting process, with access to detailed product content from multiple vendors.

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
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QuickBooks Online Integration

Estimates, Invoices, Purchase Orders, Customers, Items, and more sync with QuickBooks Online for Accounting. Complete the loop between CRM, Quoting, Payments, and Purchasing.

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