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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.
QuoteWerks is a
pioneer in the quoting and proposal software space
with more than 25 years experience working with VARs and
MSPs.
See QuoteWerks
at an upcoming
Event!
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"How do I
use QuoteWerks to its maximum potential?"
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Get Everything You Need in One Place with QuoteWerks
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Overview for VARs and MSPs
In 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.
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QuoteWerks - Market Leading Sales Quoting and Proposal Solution
QuoteWerks is the Number 1 Rated Solution on the ConnectWise Marketplace
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Personalized Demo by our CEO
While 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.
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Webinar: Pricing and Packaging Strategies to Dramatically Increase Recurring Revenue
Gary 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.
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Webinar: Ramp Up Your IT Services Sales with Autotask & QuoteWerks
The 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 83,000 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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Customer Friendly Descriptions, Product Images, Spec
Sheets, and more
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Easily retrieve your distributor pricing and
availability from over 15 distributors.
Learn More... |
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You can pull in consumer pricing for
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.
Learn More... |
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Include optional manufacturer suggested accessories
to generate more revenue
Learn More... |
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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,
Tech Data, Ingram Micro, & SYNNEX with the Product
Content Subscription
Learn More... |
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Order items for multiple orders electronically with
D&H, Ingram Micro, SYNNEX, and Tech Data. Use
real-time pricing or your sales rep negotiated
prices.
Learn More... |
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Our complete Distributor Integration
retrieves your pricing & availability, places
electronic orders and tracks your shipments, serial
numbers, & receiving.
Learn More... |
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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.
Learn More... |
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Know every time your customer views
the quote, selects options, has questions, and when
they electronically sign and make payment
Learn More... |
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Collect deposits, progress payments,
balances, and even export payments to QuickBooks.
Supports over 80 gateways
Learn More... |
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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.
Learn More... |
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QuoteValet Web |
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Gain insight and have mobile access to your
QuoteValet Executive
Dashboard
, Leaderboard, Inbox, Peer Reviews, and Approvals, anywhere, anytime from any web device like your phone, tablet, or PC. |
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Easily import quotes and
configurations from Dell, Cisco, HP (iQuote), and
Netformx
Learn More... |
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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.
Learn More... |
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Import the Price Quotation
spreadsheet your Tech Data sales rep emails you in a
single click. Another QuoteWerks Original.
Learn More... |
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As a result of the collaboration
between QuoteWerks and Tech Data, QuoteWerks retrieves quotes created by Tech Data sales reps
directly from Tech Data's internal SAP system.
Learn More... |
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Easily export customer and line item
details. Creates Purchase Orders, Invoices, and more
Learn 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.
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MSPMentor 100
Did you know... 38 of the top 100 companies that made the
MSPmentor
501 list use QuoteWerks!
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, 25 years later,
QuoteWerks is used in over 101 countries by 83,000 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: |
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Support
It is important to know how to
get support when you have a question.
- Call our technical support
(407-248-1481)
- If your question is not time-sensitive, you can
email
support
- Use the
forum to get answers from your fellow QuoteWerks
users
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