Manage Cost, Margin, and Profit

Track costs and margins for your sales quotes

With QuoteWerks, there are no formulas to create or calculations to update. When you add items to your quote, the cost or margin of each product or service will automatically be calculated. Have a complete overview of your margin on a per-product and per-quote basis.

Quickly see margin for the current item, selected items, or the entire document. Ensure quotes do not get sent to customers if they do not meet your minimum required margins.

Approval Process

QuoteWerks ensures quotes are only sent to customers that meet your minimum margin per document or per line item with Approvals. Ensure your sales people follow your business approval process or establish a new approval workflow with QuoteWerks.