Extend Your QuoteWerks Workflow with Web Access

No. Most customers do not replace Desktop immediately. QuoteWerks Web is designed to be introduced alongside your existing environment. Many teams continue using Desktop for advanced workflows while adopting Web for accessibility, remote use, or specific teams. Over time, you can expand usage based on what works best for your business. There is no requirement to fully transition unless it makes sense for you.

No. Your existing quotes, customer history, and product data remain intact. The goal is continuity, not replacement. Your team can continue working with the same information they rely on today, including past quotes, revisions, and customer interactions. This ensures that you maintain visibility into your sales history while expanding into new capabilities.

No. Your product catalogs, pricing structures, and document templates can be carried forward. This significantly reduces the effort required to get started with QuoteWerks Web. Instead of rebuilding your environment, you are extending it. Many customers also use this opportunity to clean up or optimize parts of their setup, but that is optional and can be done over time.

Nothing changes in your existing setup. You can continue using QuoteWerks Desktop without disruption. Many customers evaluate QuoteWerks Web in a controlled way, such as with a small team or specific workflow, before deciding how far to expand. There is no lock-in or forced transition, so you can move forward at your own pace.

QuoteWerks Web is ideal when accessibility and ease of deployment are priorities. This includes remote or hybrid teams, field sales, and situations where you want to avoid managing local installations. QuoteWerks Desktop remains strong for advanced configurations, deep integrations, and established workflows. Many customers use both, applying each where it delivers the most value.

QuoteWerks Web allows your entire team to work in a single, centralized environment that is accessible through a browser. This eliminates the need for VPNs, reduces the risk of data getting out of sync, and removes the complexity of managing different user environments. For distributed teams, this creates a more consistent and reliable quoting process without additional overhead.

Most customers can get started quickly, especially when beginning with a focused use case. Since your data and core setup can be carried forward, the initial effort is usually centered around validating workflows and ensuring alignment with your existing process. Many teams start with a small group of users and expand from there once they are comfortable.

There is usually minimal training required, especially for teams already familiar with QuoteWerks Desktop. Because your data structure and core concepts remain consistent, users are not learning an entirely new system. The interface and experience are modernized, but the underlying workflow will feel familiar. This helps reduce disruption and speeds up adoption.

Yes. You can choose how different teams or users access QuoteWerks based on their role and needs. For example, inside sales or operations teams may continue using Desktop for advanced workflows, while field sales or remote users may use Web for accessibility. This flexibility allows you to tailor your setup instead of forcing a one-size-fits-all approach.

QuoteWerks Web is designed to work with modern, cloud-based integrations. Depending on your current setup, some integrations may carry over directly, while others may be handled differently in a web-based environment. This is typically reviewed during the transition process to ensure your data continues to flow correctly between systems.

QuoteWerks Web reduces the need to manage individual installations, maintain user environments, or coordinate updates across machines. New users can be onboarded more quickly, and ongoing maintenance is significantly reduced. Over time, especially as usage expands, this leads to lower IT overhead and fewer operational interruptions.

No. Updates are handled automatically in QuoteWerks Web. Your entire team stays on the same version without needing to install or coordinate upgrades. This eliminates version mismatches and ensures that new features and improvements are available immediately. In Desktop or hybrid environments, updates still require coordination, so this becomes a noticeable advantage as you move more to Web.

It depends on your business. Some customers gradually move more of their workflow to Web over time, while others continue using a hybrid approach long-term. QuoteWerks is designed to support both paths. The key advantage is that you are not forced into a decision. You can evolve your environment based on what works best for your team.

Start with a focused use case where you are already experiencing friction, such as remote access, onboarding new users, or enabling field sales. From there, validate your workflows and expand gradually. If you want guidance, scheduling a strategy call is the fastest way to map out the right approach for your specific environment.

Yes. QuoteWerks Web is designed to work with the QuoteWerks Corporate Edition.

If you are already using Corporate Edition, you can move forward with QuoteWerks Web as part of your overall setup. If you are currently using Standard or Professional Edition, upgrading to Corporate is required before implementing QuoteWerks Web.

This ensures that your system has the necessary capabilities to support web-based access, data continuity, and integration with your existing environment.

In addition to the edition requirement, QuoteWerks Web is offered as a subscription. This allows you to access the web platform, receive ongoing updates automatically, and take advantage of new features as they are released.

Our team can walk through your current setup and recommend the most efficient path forward, whether that involves a simple upgrade or a more structured transition.

There are a few key requirements to enable QuoteWerks Web, and they are designed to ensure performance, accessibility, and data consistency.

First, QuoteWerks Web requires the QuoteWerks Corporate Edition. If you are currently using Standard or Professional Edition, upgrading to Corporate is part of enabling the Web platform.

Second, your QuoteWerks database must be hosted in a way that allows secure access from the web. There are two primary approaches:

Option 1: QuoteWerks Hosted Database (Recommended for most customers)
You can subscribe to QuoteWerks-hosted database services. This is the simplest option and removes the need to manage infrastructure, security, and availability. It also aligns naturally with the web-based experience and reduces ongoing IT overhead.

Option 2: Self-Hosted Microsoft SQL Environment
You can host your own Microsoft SQL database, provided it is configured for secure external access. This typically involves setting up a public-facing IP or secure access layer so QuoteWerks Web can communicate with your database.

This option gives you full control over your environment but requires more setup and ongoing management.

Our team will review your current setup and help you choose the approach that best fits your technical requirements and resources.

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.

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 QuoteWerks Desktop for the accounting integration with QuickBooks Desktop.  

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

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