QuoteWerks and the
IT & MSP Community
QuoteWerks provides the tools necessary for Managed Service Providers (MSPs) and Value Added Resellers (VARs) to create professional looking quotes and proposals with speed and efficiency.
With QuoteWerks, you can easily retrieve contacts from your CRM or PSA. From there, you can source products from distribution (with the ability to see your specialized pricing and warehouse availability). Your own services can be stored in QuoteWerks or retrieved from your PSA where they already are. When you save the quote, an opportunity is created or updated in your CRM/PSA automatically. When you are ready to deliver the interactive quote to your customer, you send them a link to QuoteValet where you will be notified the first time they look at, each additional time, and they can even ask questions right there keeping all communication together. If your customer accepts the quote, they will do it electronically with an eSignature and you can collect payment (ACH, Credit Card, etc) right there. QuoteWerks even handles all of your procurement needs with electronic ordering and traditional POs. If you are not using a PSA, QuoteWerks will even transfer all of this information back through to your accounting solution. As you can see, QuoteWerks handles all of quoting needs for IT and MSP Professionals.
115+
integrations including CRM/PSA, accounting, vendor & distributor, shipping, leasing, and payment gateway integrations.
QuoteWerks is a
pioneer in the quoting and proposal software space
with more than 30 years experience working with VARs and
MSPs.
CRM and PSA Integrations
QuoteWerks seamlessly integrates with the most powerful CRM/PSA systems, enabling you to easily and accurately transfer your sales data directly into these solutions for forecasting & reporting.
Distributor Real-Time Pricing and Availability
Easily retrieve your distributor pricing and availability from over 15 distributors.
Import Distributor Quotes
With a click of a button, import quotes directly from Distributor systems. Available for Ingram Micro, TD SYNNEX, Cisco, and more!
Submit Orders Electronically
Order items for multiple orders electronically with Amazon Business, D&H, Dell, Ingram Micro, and TD SYNNEX. Use real-time pricing or your sales rep negotiated prices.
No More Importing Products
Customer Friendly Descriptions, Product Images, Spec Sheets, and more for items that you purchase through distribution.
Upsell with Ease
Include optional manufacturer suggested accessories to generate more revenue
Procurement Tracking
Our complete Distributor Integration retrieves your pricing & availability, places electronic orders and tracks your shipments, serial numbers, & receiving.
Dell Premier Integration
The QuoteWerks Dell integration enables Dell Premier Partners with Punchout credentials, the ability to import quotes, create order requisitions, and even place orders with Dell.
Amazon Business Integration
Search and build quotes for products available on Amazon Business within QuoteWerks' Product Lookup. QuoteWerks integrated purchasing makes it easy to create Purchase Orders and send them directly to your Amazon Business account.
The Complete IT Package
Maximize Your Investment
- Create MSP Proposals
- Create Management Reports
- Import Quotes from Cisco, Dell, and HP
- Utilize our Blueprints and Workflows
These prestigious awards are presented to the technology company that is deemed to have the best software solution for the IT industry.
Get Everything You Need in One Place with QuoteWerks
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Overview for VARs and MSPsIn this video, you will see an overview of the tools available to IT Professionals within QuoteWerks enabling you to create Content Rich Quotes and Proposals with both speed and efficiency. -
QuoteWerks - Market Leading Sales Quoting and Proposal SolutionQuoteWerks is the Number 1 Rated Solution on the ConnectWise Marketplace -
Personalized Demo by our CEOWhile speaking with customers at IT Nation 2013, we found that most of our customers wanted help setting up and learning how to better use QuoteWerks. We also found that most of our customers didn't know about the solutions we've released over the last two years. Watch John's video to see what you don't know about QuoteWerks. -
Webinar: Pricing and Packaging Strategies to Dramatically Increase Recurring RevenueGary Pica of TruMethods along with Brian Laufer of QuoteWerks will share proven methods for pricing and packaging your IT service offerings. If you're recurring revenue is not increasing each and every month you need to hear what Gary has to say. -
Webinar: Ramp Up Your IT Services Sales with Autotask & QuoteWerksThe combination of QuoteWerks and Autotask makes it simpler to provide estimates and proposals to prospective customers, combine sales quotes with business development opportunities in the pipeline, create orders and service tickets within Autotask, and gain visibility into revenue streams from products, services, managed services, and other sources. Len DiCostanzo, Autotask's SVP of Community & Biz Dev, and Brian Laufer, Vice Prseident at QuoteWerks, discussed on April 30th 2014 their respective solutions and how to get the most out of utilizing them in harmony. Thomas Clancy, Founder & VP of Sales for Valiant Technology, provides input from an MSP utilizing both Autotask & QuoteWerks to grow his business.
Eliminate going to every distributor's website to see your pricing and availability
QuoteWerks is the
market leading sales quoting and proposal solution with
over 35,000 active users in 101 countries. Our product offers time
saving features at an affordable one-time
price.
It is also concurrently licensed so users can share
licenses in the office without having a license for each
employee.
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No More Importing Products (Etilize) |
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Customer Friendly Descriptions, Product Images, Spec
Sheets, and more |
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Distributor Real-Time Pricing and Availability |
|
Easily retrieve your distributor pricing and
availability from over 15 distributors. |
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Compare your prices with Consumer Prices |
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You can pull in consumer pricing for
Amazon, CDW, Dell, and Staples,
along with your distributor's pricing and
availability, easily allowing you see all your
options in one place. Know consumer prices before
your customer does. |
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Upsell with Ease (Etilize) |
|
Include optional manufacturer suggested accessories
to generate more revenue |
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PartLocator |
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It can be tough keeping up with all
the new parts on the distributor websites. Now,
QuoteWerks provides you with ALL the parts from D&H,
Ingram Micro, & TD SYNNEX with the Product
Content Subscription |
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Submit Orders Electronically |
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Order items for multiple orders electronically with
D&H, Ingram Micro, and TD SYNNEX. Use
real-time pricing or your sales rep negotiated
prices. |
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Procurement Tracking |
|
Our complete Distributor Integration
retrieves your pricing & availability, places
electronic orders and tracks your shipments, serial
numbers, & receiving. |
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Purchasing Sourcing |
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When selecting items for purchasing,
you can obtain current pricing and availability and
change vendor sourcing with the Product Content
Subscription right before placing your order,
ensuring that you order from the lower price vendor
that has stock. |
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Know when Quotes are Viewed |
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Know every time your customer views
the quote, selects options, has questions, and when
they electronically sign and make payment |
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Collect Credit Card Payments from Customers |
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Collect deposits, progress payments,
balances, and even export payments to QuickBooks.
Supports over 80 gateways including QuickBooks
Merchants, Authorize.net, ConnectBooster/BNG, and
PayPal. |
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Shopping Cart |
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Create online order forms with the
QuoteValet Shopping Cart. Use them to automate
customer re-orders or receive paid orders from a
promotional email blast. |
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QuoteValet Insight |
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Gain insight and have mobile access to your QuoteValet Insight Dashboard , Leaderboard, Inbox, Peer Reviews, and Approvals, anywhere, anytime from any web device like your phone, tablet, or PC. |
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Quote Importer |
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Easily import quotes and
configurations from Dell, Cisco, HP (iQuote), and
Netformx |
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Recurring Groups |
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Grouped Bundles on the quote can be
converted to a single recurring monthly revenue
amount. All of the individual items in the bundle
are totaled and then you can set an Annual
Percentage Rate (APR) and a Term like 24 months at a
20% APR. This feature can be used for Hardware as a
Service (HaaS) quoting. |
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Seamless CRM/PSA Integrations |
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Integrations with leading
PSA and CRM solutions including
Autotask,
CommitCRM,
ConnectWise,
Kaseya BMS, Shockey Monkey, and
TigerPaw |
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Integrates with QuickBooks, Peachtree, and more |
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Easily export customer and line item
details. Creates Purchase Orders, Invoices, and more |
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Word Based Proposals |
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Create Microsoft Word based quotes and proposals from within QuoteWerks or use the built-in layout designer. |
Customer Testimonials
Visit our QuoteWerks Testimonials page to find out how QuoteWerks has proven to dramatically increase productivity and create a seamless sales process for companies just like yours.
The Evolution of QuoteWerks
QuoteWerks was designed from the ground up by John C. Lewe IV, the President and founder of Aspire Technologies, Inc. Starting in 1993, he founded an IT consulting company, and experienced first hand the challenges of the industry and how time consuming it was to manually create sales quotes. QuoteWerks was born from John's first hand experiences as the owner of a consulting firm.
What started out as the need to create a simple sales quote has evolved to meet the ever changing needs of the IT industry. More and more companies are now realizing how important the quote and proposal creation process is. With QuoteWerks as a cornerstone of their sales operations, they are seeing tremendous returns in efficiency, accuracy, and sales closures.
Today, 30 years later, QuoteWerks is used in over 101 countries by 35,000 active users. QuoteWerks is the market leader!
Training
With the
hundreds of features that we add to QuoteWerks in a
year, training is essential for you to use QuoteWerks to its and
your fullest potential. We provide free training and tutorial
videos on our website:- Tutorial Videos - creating bundles, configurations, QuickBooks integration and more
- Build Release Webinars
- Recorded classroom training classes
- Classroom Training Class in Orlando, FL
Support
It is important to know how to
get support when you have a question.
MSP/IT Community Reviews
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