Industry Solutions - Every Small to Medium Business
Quote Software for Growing SMBs
QuoteWerks helps small and midsize businesses automate the entire quote-to-cash process. Connect HubSpot, Salesforce, QuickBooks Online, and other business systems to create accurate quotes, generate professional proposals, collect signatures, and get paid faster.
Growing businesses need more than templates and manual processes. QuoteWerks helps SMB sales teams create accurate quotes, automate approvals, generate professional proposals, and connect their CRM and accounting systems into one streamlined workflow. Whether you're using HubSpot, Salesforce, QuickBooks Online, or another business tool, QuoteWerks helps your team spend less time building quotes and more time closing deals.
From quote to payment to procurement, manage your entire sales workflow in one system
How Small & midsize businesses Sell today
Most SMBs don't start with a dedicated quoting platform.
They piece together a process using:
- CRM systems like HubSpot or Salesforce
- QuickBooks Online for invoicing
- Spreadsheets for pricing
- Word documents and PDFs for proposals
- Email for approvals and follow-up
At first, it works.
But as the business grows, quotes become harder to manage, pricing becomes inconsistent, approvals slow deals down, and valuable sales time gets consumed by administrative work.
Q: What is quote software for small businesses?
A: Quote software for small businesses helps sales teams create accurate quotes, automate approvals, generate professional documents, collect signatures, and connect sales activities with CRM and accounting systems. QuoteWerks provides these capabilities in a scalable platform designed for growing businesses.
This complexity is what makes quoting difficult and why spreadsheets and manual processes quickly break down.
The Challenge
Why Quoting and Procurement Break for SMBs
As SMB sales teams scale, common problems begin to appear:
- Inconsistent Pricing
- Different reps quote different prices for similar opportunities.
- Slow Quote Turnaround
- Building quotes manually delays response times and impacts win rates.
- Disconnected Systems
- Customer information lives in the CRM while pricing and invoicing live somewhere else.
- Approval Bottlenecks
- Managers spend time reviewing quotes through email chains and spreadsheets.
- Limited Visibility
- Leadership lacks insight into quoting activity, profitability, and sales performance.
The result is slower sales cycles, reduced productivity, and lost revenue opportunities.
The Solution
A Complete CPQ and Quote-to-Cash Workflow
From CRM to quote to payment to procurement, everything stays connected
QuoteWerks brings your sales process together in one platform.
Create accurate quotes, automate approvals, generate professional proposals, collect signatures, and push information into the systems your team already uses.
Instead of replacing your CRM and accounting software, QuoteWerks enhances them.
With QuoteWerks You Can:
- Create quotes in minutes
- Standardize pricing across your organization
- Automate approval workflows
- Generate branded proposals
- Collect electronic signatures
- Improve quote accuracy
- Reduce manual data entry
- Gain visibility into your sales pipeline
Quote Delivery
Know When Customers View and Act on Your Quotes
Move faster with real-time visibility into quote engagement
Instead of sending static PDFs and waiting for a response, QuoteValet gives you real-time visibility into when customers engage with your quote.
With QuoteValet, You deliver interactive proposals instead of static documents. You can see exactly when a customer views your quote and how they interact with it.
- Get notified when a quote is opened
- Track customer activity and engagement
- Communicate directly within the proposal
- Allow customers to accept, sign, and pay in one place
This visibility helps your team follow up at the right time and close deals faster.
Capabilities
Everything You Need to Quote, Sell, and Fulfill The Customer Solution
Built for SMB sales workflows
- Combine the solution, implementation and recurring services in one structured quote.
- Use established templates and built-in product databases to quickly build quotes and interact with team members in a live environment.
- Deliver interactive proposals with QuoteValet
- Capture eSignatures and payments directly from quotes
- Automate procurement with purchase orders and electronic ordering
- QuoteWerks tracks shipping status, serials, and receiving
- Maintain consistent pricing and service bundles
Quote-to-Cash Workflow
From Opportunity to Quote to Payment to Procurement
One system to manage your entire sales and fulfillment process
The quote-to-cash process doesn’t need enterprise-level complexity. QuoteWerks helps SMBs create a streamlined workflow that scales with growth.
Lead Created
Opportunities begin in HubSpot or Salesforce.
Quote Generated
Sales reps create accurate quotes using approved products, services, and pricing.
Internal Approval
Automated approval workflows ensure compliance and pricing consistency.
Proposal Delivered
Customers receive professional, branded proposals through QuoteValet.
Signature Collected
Electronic signatures keep deals moving without delays.
Invoice Created
Approved sales flow into QuickBooks Online and other business systems.
Revenue Recognized
Sales, finance, and leadership gain visibility into the entire process.
Integrations
Connect the Systems You Already Use
Your team should not have to re-enter information between platforms
QuoteWerks integrates with the tools SMBs rely on every day.
HubSpot Integration
Create quotes directly from HubSpot opportunities while keeping customer and deal information synchronized.
Salesforce Integration
Give your sales team a powerful quoting solution without disrupting existing Salesforce workflows.
QuickBooks Online Integration
Eliminate duplicate data entry and streamline invoicing, accounting, and reporting.
Additional Integrations (Hundreds available)
Industry Overview
SMBs Need Efficient Sales Processes
Small and midsize businesses face unique challenges
Unlike large enterprises, SMBs often operate with lean sales teams and limited administrative resources.
Every minute spent creating quotes manually is time not spent selling.
That’s why modern SMBs are investing in tools that:
- Increase sales productivity
- Improve quote accuracy
- Accelerate deal cycles
- Create better customer experiences
- Scale without adding overhead
QuoteWerks helps businesses achieve these goals while working alongside the systems they already know and trust.
Built for small and midsize businesses
Why SMBs Choose QuoteWerks
For more than 30 years, businesses have trusted QuoteWerks to streamline sales operations and improve quoting efficiency.
Built for Growing Teams
Powerful enough to scale, simple enough to deploy quickly.
Works With Your Existing Systems
Enhance your CRM and accounting platforms rather than replacing them.
Fast Time to Value
Start improving quote accuracy and productivity without a lengthy implementation project.
Trusted by Thousands of Businesses
Proven by organizations across technology, services, distribution, manufacturing, and other industries.
Designed Around Sales Productivity
Help your team create quotes faster, respond to customers sooner, and close more business.
FAQ: Answers to help you evaluate quoting, sales, and procurement tools
Common Questions About CPQ and Proposal Software for SMBs
QuoteWerks helps sales teams create accurate quotes, generate professional proposals, automate approval workflows, collect electronic signatures, and streamline the entire quote-to-cash process. By reducing manual work and improving consistency, sales teams can respond faster and close deals more efficiently.
Yes. QuoteWerks supports recurring products, subscriptions, service plans, maintenance agreements, and other ongoing revenue models. This makes it easy to quote both one-time purchases and recurring revenue opportunities within the same proposal.
Yes. QuoteWerks integrates with both HubSpot and Salesforce, allowing sales teams to create quotes directly from CRM opportunities while keeping customer, contact, and deal information synchronized between systems.
Yes. QuoteWerks can connect to pricing sources and product catalogs, helping your team generate accurate quotes based on current pricing information and approved company pricing rules.
QuoteValet is an interactive proposal delivery system that replaces static PDFs. It allows you to see when a customer views your quote, track engagement, and communicate directly within the proposal. Customers can review, accept, sign, and pay in one place, which reduces friction and helps you close deals faster.
Yes. With QuoteValet, customers can electronically accept quotes, sign agreements, and submit payments directly within the proposal. This removes delays between approval and payment and streamlines the sales process from quote to closed deal.
QuoteWerks allows you to generate purchase orders and submit electronic orders directly from your quotes. Once a quote is approved, you can move immediately into procurement without re-entering information. This connects your sales process to fulfillment and reduces errors in ordering (if applicable).
Once a quote is accepted through QuoteValet, you can immediately move into procurement and order processing. The system allows you to generate purchase orders (if necessary), initiate fulfillment, and track the next steps without rebuilding or duplicating data.
While QW has some “light” CRM functionality, it is designed to work alongside your CRM and accounting software. It enhances your existing systems by providing advanced quoting, proposal generation, approval workflows, and quote-to-cash automation.
QuoteWerks is used by businesses across a wide range of industries, including software, technology, professional services, manufacturing, distribution, healthcare, financial services, and more. Any organization that creates quotes, proposals, or sales documents can benefit from QuoteWerks.
Businesses should look for CPQ software that improves quote accuracy, integrates with existing systems, automates approvals, supports recurring revenue models, generates professional proposals, and scales as the organization grows. QuoteWerks delivers these capabilities while remaining flexible and easy to implement.
NO! Most businesses find they can significantly reduce or eliminate spreadsheet-based quoting after implementing QuoteWerks. Product information, pricing, templates, approvals, and customer data can all be managed within a centralized platform.