Quoting software to bridge the gap between CRM and accounting.

QuoteWerks integrates and leverages the software you already own and know how to use. It centralizes your data and eliminates costly mistakes all of which ultimately saves you time and money.

 

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STEP 1: SEARCH Say goodbye to manual contact entry. Search your customer information from your existing CRM or PSA.

 

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STEP 2: BUILD Quickly create quotes and streamline your sales cycle.   Search the Data Link to products and services, import new ones, copy and paste items from outside sources. Dive into Details Products can include pictures, spreadsheets, URL information, descriptions and more Reduce Training Costs Configurator presents the sales rep with a list of products to choose from step-by-step. Create Kits & Bundles Group items that are commonly sold together. Items can be grouped on the fly. Auto-populate Essentials Required items, such as labor, are automatically added to quotes. Hide line-items as desired Set Pricing For each product, see what you've previously charged and adjust quote margins overall or by line item

 

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STEP 3: REVIEW Eliminate mistakes. Before a quote is sent to a customer, QuoteWerks facilitates peer reviews and quote approvals from sales managers and executives ensuring there are no mistakes and the quote is within margin.

 

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STEP 4: GENERATE Ensure professional output. Select your branded template and determine how you’d like to present your quote to the customer. Include additional documentation such as spec sheets, literature, cover pages, contracts and more.

 

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STEP 5: SEND QUOTE    VALET ADD-ON    Deliver interactive quotes. Electronically deliver interactive quotes via optional QuoteValet cloud service. Customers can select options, electronically sign and accept quotes and even make payment by credit card. â–º Know when quotes are viewed and accepted. â–º Stop the back and forth - close the sale! â–º Your Sales Rep gets a free assistant!

 

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STEP 6: ORDER/EXPORT Submit orders and send to accounting. After a customer accepts, QuoteWerks converts the quote into an order, places the order with distributors, creates a PO and sends the order to your accounting software.

 

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Features

CRM & PSA Integrations Over 15 CRM Integrations. Retrieve customer information, automatically create and keep sales opportunities up to date, schedule follow up calls, and more! Learn more →	QuoteWerks Web Use the web version of QuoteWerks to create, edit, and view quotes from anywhere using a web browser.
Accounting Integrations Create Purchase Orders, Invoices, Estimates, and export line item details to QuickBooks, QuickBooks Online, Sage 50, and more. Learn more→	Distributor Real-Time Pricing & Availability Easily quote items from your distributors with up to the minute real-time pricing and availability from over 15 supported vendors. Learn more→
Know When Quotes are Viewed Know every times your customer views the quote, selects options, has questions, and when they electronically sign and make payment.	Professional Presentation Create anything as simple as a one page quote to 30 page proposals with our built-in layout designer of Microsoft Word templates.
Manage Products & Services Link to product data sources and import price lists. Create Bundles / Kits of products and services.	No More Importing Products Never import items again! Use the Product Content subscription to retrieve product pictures, customer-friendly descriptions, item spec sheets, accessories, and much more!
Peer Reviews & Approvals Set approval requirements for your sales reps that require them to obtain approval before a quote can be sent.	Consumer Price Comparisons Pull consumer pricing from Amazon, CDW, Staples, Dell, and more along with your distributor's pricing and availability.
Quote Labor Include labor charges with line items! Link a labor charge as a line item to a parent item so that when the parent item's quantity is changed, the labor quantity automatically changes with it.	Procurement - Submit Orders Electronically Electronically submit purchase orders, track shipments, track serial numbers, and receive with IT Distributors Ingram Micro, Tech Data, Synnex, and D&H. Place orders with Amazon Business and Dell. Email POs to all of your other vendors.
Accept Online Payments With over 80 credit card and ACH payment gateway integrations, you can collect deposits, progress payments, balances, and even export payments to QuickBooks.	Upsell with Ease Upsell your customers and generate more revenue. Etilize finds compatible accessories for items you sell.
Recurring Revenue Quote products and services that recur monthly, quarterly, or annually and report on your recurring revenue.	Sales Tax Rate Lookup Easily find the correct sales tax with your client's city and zip code.
FedEx & UPS Integrations Shipping integrations with FedEx and UPS enables you to obtain real-time shipping quotes from your carriers.	Leasing Integrations Built-in lease payment calculation support, including real-time leasing integration with GreatAmerica Financial Services and Ingram Micro Lease-IT!
Shopping Cart 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.	QuoteValet Mobile QuoteValet Mobile enables you to create Quotes-On-The-Go with your iPad or any HTML5 compatible tablet or browser.
QuoteWerks Dashboard The QuoteWerks Dashboard gives a high-level overview of your total dollar amount and number of quotes and orders from the current month, last month, and two months ago. You can also see quotes expiring within the next week.	Document Audit Trail Audit Trail Tracking provides the history of key event changes to the document, who changed it and when.

 

CRM and PSA Integrations

Don't change your entire workflow! Simply add QuoteWerks into your current sales process to reduce your quoting and proposal creation time.

QuoteWerks seamlessly integrates with the most powerful CRM/PSA and accounting systems, enabling you to easily and accurately transfer your important sales data directly into these software solutions for forecasting and reporting. It's a great fit for any size company in any industry!
 

Accounting Integrations →
Vendors and Distributors →
Shipping Integrations →
Payment Gateway Integrations →
Leasing Integrations →
API, SDK, Scripting, and Add-ons →
 

QuoteWerks ACT! The combination of QuoteWerks and Act! makes it easier to provide quotes and proposals to prospective customers, combine sales quotes with business development opportunities in the pipeline, and gain visibility into revenue streams from your products and services.	QuoteWerks ACT! for Web Extend your QuoteWerks CPQ experience from ACT! Desktop to ACT! for Web.
QuoteWerks Datto Autotask PSA 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, and create orders within Autotask, and gain visibility into revenue streams from products, services, managed services, and other sources	QuoteWerks ConnectWise Manage The combination of QuoteWerks and ConnectWise® Manage makes it simpler to provide quotes, estimates, and proposals to prospective customers, combine sales quotes with business development opportunities in the pipeline, create orders and service tickets within ConnectWise, and gain visibility into revenue streams from products, services, managed services, and other sources.
QuoteWerks GoldMine The combination of QuoteWerks and GoldMine enables you to take control of your sales funnel. QuoteWerks integrates with GoldMine contacts, forecasted sales, opportunities, calls, and more.	QuoteWerks Google Contacts With QuoteWerks, you can utilize your Google Contacts on your quotes and estimates without retyping contact information. QuoteWerks will Send your quotes and proposals through your Gmail account to your prospects and leads.
QuoteWerks Maximizer Desktop QuoteWerks searches Maximizer Desktop for contacts, creates document links, and logs emails sent in Maximizer's history.	QuoteWerks Maximizer CRM Live Maximizer CRM Contacts, Opportunities, and document links are all leveraged in how QuoteWerks integrates with Maximizer CRM Live.
QuoteWerks Microsoft Dynamics Microsoft Dynamics CRM (Dynamics 365 for Sales) is an easy-to-use, integrated and adaptable CRM applications that enable business decision-makers to quickly respond to market shifts, take advantage of new trends, increase their competitive edge and drive business success.	QuoteWerks Microsoft Outlook QuoteWerks integrates with both Microsoft Outlook and Microsoft Outlook BCM. QuoteWerks pulls contact information, creates linked documents, scheduels followup calls and sends emails through Outlook.
QuoteWerks Salesforce.com Salesforce.com is the enterprise cloud computing company that has transformed the way companies collaborate and communicate. Salesforce.com is leading the effort to bring Cloud 2, the next paradigm for computing, to the enterprise by offering its customers the social collaboration, mobility and openness that are the hallmark of this new world.	QuoteWerks Infor CRM SalesLogix is an award-winning CRM software system providing customer tracking solutions for sales, marketing and customer service. SalesLogix / Infor CRM offers a complete view of customer interactions across departments - providing information and insights for better planning, managing, and forecasting.
QuoteWerks SugarCRM SugarCRM makes CRM Simple. As the world's fastest growing customer relationship management (CRM) company, SugarCRM applications have been downloaded more than nine million times and currently serve over 800,000 end users in 80 countries. Over 7,000 customers have chosen SugarCRM's On-Site and Cloud Computing services over proprietary alternatives.	QuoteWerks Zoho CRM Zoho CRM Software is an online Customer Relationship Management (CRM) system for managing your sales, marketing & support in one platform.
QuoteWerks 3rd Party Integrations If you use different accounting software, we also have 3rd party Accounting add-ons such as CommitCRM, Kaseya BMS, SageCRM, Tigerpaw, and others.