QuoteWerks Services
CPQ Implementation, Training & Optimization Services
Get more value from QuoteWerks. Improve how your team works, reduce inefficiencies, and take advantage of features and workflows that may not have existed when you first implemented the system.
Start → Implement → Train → Optimize
Overview
Get More Value from QuoteWerks
QuoteWerks services are designed to help you improve team consistency, reduce inefficiencies, and solve setup or process challenges faster.
Some customers use services shortly after getting started. Others return after months or years to review their current process, train new team members, or adopt newer capabilities introduced after their original implementation.
How We Help
Services for Every Stage
- Getting started and initial setup
- Training administrators and sales reps
- Reviewing and improving an existing quoting process
- Advanced customization and project-based work
All services are scheduled in advance and are available as resources permit.
Implementation
Accelerated Implementation Service™
Get up and running faster with guided setup
QuoteWerks is designed to be straightforward to use and configure, but many customers benefit from guided help during initial setup—especially when integrations or workflow decisions are involved.
What this service includes
- Initial QuoteWerks configuration
- Setup guidance based on your environment
- CRM and accounting integration assistance
- Early workflow recommendations
- Live Q&A during the session
Outcome
A faster, more confident implementation with fewer setup mistakes and a clear path to daily use.
- Typical Duration: 1.5 to 2.5 hours
- Price: $299 per session
This service must be redeemed within 3 months from the date of purchase. Scheduled in advance and available as resources permit.
Training
QuoteWerks Administrative Training
Enable your team to manage QuoteWerks effectively
Administrative Training helps your internal team understand how to manage QuoteWerks, control system settings, and make informed decisions that affect the entire organization.
Topics may include
- System options and configuration
- User preferences
- Security settings
- Document approvals
- Reporting
Outcome
Stronger internal ownership and more effective system management.
- Duration: up to 1 hour
- Price: $100 per session
This service must be redeemed within 3 months from the date of purchase. Scheduled in advance and available as resources permit.
Training
QuoteWerks Sales Rep Training
Train your team to quote faster and more consistently
Sales Rep Training focuses on how your team actually uses QuoteWerks day-to-day, helping them create quotes more efficiently and consistently.
This training helps your team
- Understand the quoting workflow
- Create quotes consistently
- Reduce errors and inefficiencies
- Learn best practices
Outcome
Faster onboarding and more consistent quoting across your team.
- Duration: 1.5 hours plus a 30 min Q&A (2 hours total)
- Capacity: Up to 25 attendees
- Price: $200 per session
This service must be redeemed within 3 months from the date of purchase. Scheduled in advance and available as resources permit.
Optimization
Proficiency Booster Session™
Improve how your team uses QuoteWerks today
Most long-term customers are not using QuoteWerks the same way they would if they were implementing it today.
The Proficiency Booster Session is a live optimization session where a QuoteWerks specialist reviews your actual quoting process and identifies better, faster, and more scalable ways to use the system.
When to use this service
- Your process feels manual or inconsistent
- Your team uses different approaches
- You suspect unused features
- You want to adopt newer workflows
- You want a second set of eyes
What you get
- Real-time workflow review
- Identification of inefficiencies
- Recommendations for better approaches
- Practical improvements you can apply immediately
Outcome
A more efficient, standardized process aligned with how QuoteWerks works today.
- Duration: 60 minutes
- Price: $100/hour
Advanced
QuoteWerks Professional Services
Customization and project-based support
Professional Services are designed for customers who need more than support—help designing, building, or implementing solutions tailored to their business.
Common use cases
- Layout and proposal design
- Reporting and formulas
- QuoteValet customization
- Scripting and automation
- Product database setup
- Workflow design
Outcome
A QuoteWerks environment tailored to your business processes.
Professional Services Rates
- QuoteWerks Services: $100/hour
- QuoteValet / API Services: $150/hour
Clarification
Support vs Professional Services
Technical Support
- Product questions
- Troubleshooting
- Installation questions
- Feature usage guidance (not training)
Professional Services
- Project work
- Customization
- Workflow improvement
- Advanced setup
- Scripting and integrations
Implementation and Training FAQ
Frequently Asked Questions
QuoteWerks is designed to be self-service, but services help reduce setup time, improve consistency, and accelerate results.
Support answers questions. Services help you build, improve, or customize your process.
The Proficiency Booster Session is designed specifically for reviewing and improving existing processes.
Yes. All services are delivered remotely.