QuoteWerks Web for Existing Desktop Customers
Add QuoteWerks Web. Keep What Works.
Expand your quoting capabilities without replacing QuoteWerks Desktop or starting over.
Give your team browser-based access, powerful new capabilities, and greater flexibility while preserving your existing QuoteWerks data and workflows.
Use Desktop and Web together, or transition entirely to Web when you’re ready.
Why Add QuoteWerks Web?
More flexibility, less infrastructure, and powerful new capabilities.
Quote from Anywhere: Create, edit, and send quotes through a browser, whether your team is in the office, working remotely, or visiting customers.
Simplify Deployment and Maintenance: Get users started without individual Desktop installations. Web updates happen automatically, reducing workstation maintenance and upgrade coordination.
Unlock New Capabilities: Take advantage of AI-assisted tools, modern automation, cloud integrations, and improvements designed specifically for Web.
Work Your Way: Keep Desktop for established or specialized workflows while introducing Web wherever it benefits your team.
Protect Your Existing Investment
Your QuoteWerks data and years of work are not left behind.
You’ve invested time building product databases, creating templates, configuring pricing, integrating business systems, and training employees. Adding QuoteWerks Web doesn’t mean starting from scratch.
Your existing QuoteWerks foundation can carry forward, including:
- CRM/PSA/Accounting/Payment Gateway integrations setup
- Product catalogs, pricing, bundles, and supplier data
- Customer quotes, revisions, and historical documents
- Customer and contact information
- System settings, tax rules, and pricing structures
- Existing document templates, branding, and established quoting workflows
In a Hybrid environment, Desktop and Web operate against shared QuoteWerks data, keeping your teams working with the same quotes, products, and customer information.
You can continue using established Desktop functionality while taking advantage of the additional capabilities available in Web. Specific integrations, customizations, and advanced workflows can be reviewed to determine how they operate in each environment.
QuoteWerks Web Offers More
New capabilities designed to make quoting faster, smarter, and easier to manage.
QuoteWerks Web brings forward core Desktop functionality while introducing powerful Web-first features.
Time Saving Efficiencies
AI-Powered Paste Special: Convert spreadsheet rows and unstructured content into organized quote line items.
Faster Layout Designer: Design and preview customer-facing quote documents with faster output generation.
Rich Text Formatting: Add formatting such as bold text, italics, and lists to supported quote fields.
Email Template Manager: Now with full-text search, ownership filtering, easier image embedding, and multi-recipient configuration.
Modern Automation and Integrations
AI-Assisted Scripting: Customize calculations, validate data, add line items, and automate quoting workflows.
Zapier Integration: Connect QuoteWerks to thousands of applications and automate activities across your business.
Outbound Webhooks: Trigger external workflows when quotes are created, updated, or change status.
REST and OData APIs: Connect QuoteWerks data to external systems and reporting tools such as Microsoft Power BI.
Easier Administration and Customization
Automatic Updates: QuoteWerks Web is automatically updated receiving enhancements without manually installing software updates on individual computers.
Settings Search: Quickly locate more than 500 System, Site, and User settings.
Currency Exchange Rate Updates: Instantly retrieve current exchange rates from an online source and update your currency exchange rate table.
Microsoft Entra ID Single Sign-On: Let employees use their existing corporate credentials.
Additional Enhancements: Shared image management, improved image support, and customizable workbook tabs.
QuoteWerks Web continues to evolve, adding both established Desktop capabilities and new functionality designed for modern quoting environments.
No more updating!
What a relief!
As you expand your use of QuoteWerks Web, one of the biggest operational benefits becomes clear: software updates happen automatically and no more need to have an on-premise file server or SQL server.
Web users receive new features, improvements, and fixes without requiring individual workstation installations or coordinated software rollouts. This reduces the time IT spends managing updates and helps ensure everyone using QuoteWerks Web is working with the latest version.
For organizations using both QuoteWerks Desktop and Web, Desktop installations will still require their normal updates. However, as more employees begin working in Web, the number of installations your team needs to maintain can decrease.
Use QuoteWerks Desktop and Web Together
One quoting platform. Two ways to work.
You don’t have to choose between Desktop and Web.
With a Hybrid deployment, different members of your team can use the QuoteWerks environment that best supports their responsibilities, while working with shared quotes, products, templates, and customer data.
Common Ways Businesses Use Hybrid QuoteWerks
Remote and Field Sales Teams
For organizations with distributed sales teams, employees who travel frequently, or staff who need access to quoting software outside the office they can access quotes through a browser while office staff continue working in Desktop.
Office Operations and Advanced Workflows
Continue using QuoteWerks Desktop for specialized integrations, advanced configurations, or established processes while other users work in Web.
QuickBooks Desktop Integration
Allow sales teams to create and manage quotes in Web while accounting personnel continue using the existing QuickBooks Desktop integration through QuoteWerks Desktop.
New Employees and Growing Teams
Add browser-based users without deploying and maintaining a full Desktop installation for every employee.
Hybrid isn’t just a stepping stone to Web. For many organizations, using QuoteWerks Desktop and Web together provides the ideal long-term solution, combining the strengths of both environments.
Which QuoteWerks Deployment Is Right for Your Business?
Choose between Hybrid (Desktop + Web) and Web Only based on your infrastructure, integrations, and how your team works.
QuoteWerks Web gives you the flexibility to retain Desktop where it’s needed or eliminate Desktop dependencies entirely. Consider the following factors when deciding which approach makes the most sense for your business.
IT Infrastructure and Maintenance
In a multi-user Desktop environment, QuoteWerks Desktop requires a shared file server and either an on-premises SQL Server or hosted SQL database. Maintaining on-premises infrastructure requires either hiring a consultant or employing in-house IT staff to perform and verify backups, install security updates, address hardware failures, manage ongoing software updates, and ensure the servers operate optimally.
QuoteWerks Web eliminates the need for a file server or on-premises SQL Server, reducing infrastructure requirements and ongoing IT responsibilities.
Additionally, when QuoteWerks Desktop is installed, you need to apply software updates on each workstation in order to receive the latest features. This requires planning, timing, and effort. In contrast, QuoteWerks Web updates happen automatically, making new features available with no effort.
Remote and Distributed Teams
Does your business currently have or need to have remote employees interacting with QuoteWerks? If so, QuoteWerks Web is a natural fit.
QuoteWerks Web lets employees create and manage quotes directly through a browser, whether they’re in the office, working from home, or out visiting customers.
With QuoteWerks Desktop, remote access typically requires additional infrastructure, such as Remote Desktop (RDP), along with the associated setup, maintenance, and security considerations.
Existing Desktop Integrations and Customizations
If your business relies on QuoteWerks Desktop integrations with applications such as QuickBooks Desktop, or has developed custom integrations that interact directly with the QuoteWerks Desktop executable, then you most likely need to keep QuoteWerks Desktop until such time as you can transition to web-based alternatives.
A Hybrid deployment lets you introduce QuoteWerks Web for quoting while continuing to use Desktop for integrations and specialized workflows that aren’t yet available in Web.
Existing Quote Layout Templates
QuoteWerks Web can generate quote documents using your existing Desktop FPC layout templates. However, editing those FPC templates still requires QuoteWerks Desktop.
You can continue using those layouts in Web while gradually recreating them in the native QuoteWerks Web FPW format or the upcoming Canvas format.
Until you recreate these FPC layouts in the new FPW QuoteWerks Web format or the upcoming Canvas format, you could primarily use QuoteWerks Web and only occasionally use QuoteWerks Desktop to edit these FPC layouts.
Ready to Move forward? Here's how to proceed...
Introduce QuoteWerks Web at your own pace.
Run both QuoteWerks Desktop and QuoteWerks Web together.
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 existing FPC print layouts. FPC reports, or QuickBooks Desktop integration) or for sales reps who prefer the desktop client.
How do you do this? What do you need?
If you currently have QuoteWerks Desktop Standard Edition
- Need to upgrade to Corporate Edition
- Need DBHosting subscription 2
- Need QuoteWerks Web Addon subscription 1
- Need to be current on UMP
If you currently have QuoteWerks Desktop Professional Edition
- Need to upgrade to Corporate Edition
- Need DBHosting subscription 2
- Need QuoteWerks Web Addon subscription 1
- Need to be current on UMP
If you currently have QuoteWerks Desktop Corporate Edition
- Need DBHosting subscription 2
- Need QuoteWerks Web Addon subscription 1
- Need to be current on UMP
Hybrid Conclusion
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.
1 QuoteWerks Web (as an Addon) is licensed separately from QuoteWerks Desktop – based on concurrent web users You only need enough Web licenses for the users who will be actively working in the browser at the same time.
Example
If you have a 5-user QuoteWerks Desktop license and 2 QuoteWerks Web licenses:
- Up to 2 users can use QuoteWerks Web at the same time
- The remaining 3 users can continue using QuoteWerks Desktop
2 DBHosting subscription needs to match the number of QuoteWerks Desktop licenses.
If you find you no longer have any need for the QuoteWerks Desktop specific capabilities like integrations to desktop based CRMs, Accounting Systems, 3rd party integration specifically using the Desktop API, then you can transition to a fully browser-based platform with no local installations.
How do you do this? What do you need?
From a pricing and subscriptions perspective, go the same route as the Hybrid approach, but once your Desktop and Web environments are connected, we can assist you in removing/deleting your QuoteWerks Desktop installation from your local environment.
Benefits include:
- Many new capabilities that QuoteWerks Desktop does not have like Rich Text, AI and more.
- Access QuoteWerks from anywhere
- Automatic updates
- No server or infrastructure to maintain
- QuoteWerks Web will continue to expand with new capabilities while maintaining the core functionality QuoteWerks is known for.
Questions For Existing Customers
Frequently Asked Questions About Moving to QuoteWerks Web
What Desktop users typically want to know before adopting Web
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.