QuoteWerks
The Market Leading Sales Quoting and Proposal Solution.
Overview
QuoteWerks is a configure, price, quote software that automates the sales quoting and proposal process. It is designed to work seamlessly with leading CRM, PSA, and accounting software, acting as a central hub for quoting. QuoteWerks is widely used by IT providers, VARs, and other businesses that need to create detailed quotes with products from various distributors.
✨ Key Features
- Quote and Proposal Creation
- Product Content and Pricing from Distributors
- CRM, PSA, and Accounting Integration
- Online Quote Delivery and Acceptance
- e-Signatures
- Sales Tax Management
- Procurement and Ordering
🎯 Key Differentiators
- Wide range of integrations with CRM, PSA, and accounting systems.
- Strong focus on the IT/MSP channel with real-time distributor feeds.
- Offers both desktop and web-based versions.
Unique Value: Acts as a central quoting hub that ties together CRM, PSA, accounting, and distributor data, streamlining the entire sales process for technology providers.
🎯 Use Cases (4)
✅ Best For
- Creating detailed quotes by pulling real-time product information from IT distributors.
- Integrating the quoting process between CRM and accounting software.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Large enterprises with extremely complex, rules-based product configurations.
🏆 Alternatives
Provides a broader and deeper set of integrations with third-party business applications compared to many competitors.
💻 Platforms
✅ Offline Mode Available
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Live Chat
- ✓ Phone Support
- ✓ Dedicated Support (N/A tier)
🔒 Compliance & Security
💰 Pricing
✓ 30-day free trial
Free tier: N/A
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