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QuoteWerks

Sales quoting and proposal software with desktop and cloud editions.

About QuoteWerks

QuoteWerks helps sales teams build branded quotes and proposals from product and service catalogs, then review, approve and convert accepted quotes into orders. It can connect customer and product data with CRM, PSA, accounting and distributor systems; QuoteValet is an optional cloud service for interactive quote delivery and acceptance.

Key Features

  • Create branded quotes and proposals from product catalogs
  • Build templates, bundles and product configurations
  • Route quotes for peer and management approvals
  • Convert accepted quotes into orders and purchasing workflows
  • Integrate with CRM, PSA, accounting and distributor tools

Buyer Guide

MSP Capabilities

  • QuoteWerks creates customer quotes and proposals from product catalogs, supports quote approvals and document generation, and provides workflows for MSPs and IT solution providers.

Supported Environments

  • QuoteWerks offers Web, Hybrid and Desktop deployment options, letting organizations select a browser-based, mixed or desktop workflow.

Integrations

Integration
QuickBooksquickbooks.intuit.com

Resources

Sources (1)

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