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Overview | Features | Integrations






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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.

 


 
STEP 1: SEARCH
Say goodbye to manual contact entry.

Search your customer information from your existing CRM or PSA.
 
 
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
 
 
 
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.
 
 
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.
 
 
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.

► Know when quotes are viewed and accepted.

► Stop the back and forth - close the sale!
► Your Sales Rep gets a free assistant!
 
 
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.

 
 
 

Accounting Integrations

QuoteWerks integrates with several of the leading Accounting software solutions. No more duplicate entry. No more re-typing errors. Use QuoteWerks to stop cluttering your accounting software with quotes and products that you haven't sold. Eliminate the re-typing. When the quotes become orders, QuoteWerks creates the customers, products, and invoices for you with no re-typing and eliminating costly mistakes! Keep your sales people out of your Accounting Software with QuoteWerks.

QuoteWerks has built-in purchasing and receiving functionality that integrates with our accounting integrations.


 

QuoteWerks QuickBooks Desktop

QuoteWerks creates QuickBooks Desktop Estimates, Sales Orders, and Invoices. QuoteWerks leverages the customer and product information you already have in QuickBooks Desktop and can even create new ones. When you are ready to purchase, QuoteWers will create purchase orders in QuickBooks Desktop eliminating extra steps for your procurement team.

 

QuoteWerks QuickBooks Online

QuoteWerks creates QuickBooks Online Estimates, Sales Orders, and Invoices. QuoteWerks leverages the customer and product information you already have in QuickBooks Online and can even create new ones. When you are ready to purchase, QuoteWers will create purchase orders in QuickBooks Online eliminating extra steps for your procurement team.

 

QuoteWerks Reckon Accounts

Reckon, an Australian company, was Intuit's Distributor of QuickBooks in Australia. In 2014, Reckon's relationship with Intuit, Inc. ended and they could no longer use the QuickBooks® brand. Reckon purchased a branch of the QuickBooks source code and rebranded the product as Reckon Accounts Desktop. QuoteWerks integrates with Reckon Accounts Desktop the same way it integrates with QuickBooks Desktop.

 

QuoteWerks Sage 50

QuoteWerks integrates with Sage 50 - US Edition (formerly known as Peachtree). Export your QuoteWerks Quotes/Orders/Invoices to Peachtree as Peachtree Invoices/Sales Orders one at a time or in batches.

QuoteWerks 3rd Party Integrations

If you use different accounting software, we also have 3rd party Accounting add-ons such as Sage 100, Sage 200, Xero, Great Plains, and more. QuoteWerks also has an Open Export Module that generically exports data that can be imported by Accounting Software.

 
 
 
 
Vendors and Distributors
 

QuoteWerks Amazon Business


Search and build quotes for products available on Amazon Business within Quotewerks Product Lookup. QuoteWerks integrated purchasing makes it easy to create Purchase Orders and send them directly to your Amazon Business account.

 

QuoteWerks Dell Premier


The QuoteWerks Dell integration enables Dell Premier Partners with Punchout credentials, the ability to import quotes, create order requisitions, and even place orders with Dell.

 

QuoteWerks Cisco


Cisco has many quote and configuration utilities. The QuoteWerks development team has worked closely with Cisco and our customers to import many of these configurations including those created with the Cisco Quick Pricing Tool (QPT), Cisco multiline Configurator, and more.

 

QuoteWerks HP iQuote


The HP iQuote cloud based system ensures order accuracy, improving the efficiency of presales teams and reducing the risk of error. It also provides additional configurations and options that increase the value channel partners can provide to customers and improve the potential to drive larger deals.

QuoteWerks D&H


QuoteWerks enables you to retrieve Real-time Pricing and Availability, Place Online Orders, Track Shipments and Serial Numbers, and more from D&H. D&H Distributing is a leading technology distributor of IT and electronics offering end-to-end solutions for today's reseller and retailer and the clients they serve across the SMB and Consumer markets.

 

QuoteWerks Ingram Micro


QuoteWerks enables you to retrieve Real-time Pricing and Availability, Place Online Orders, Track Shipments and Serial Numbers, and more from Ingram Micro. Ingram Micro helps businesses realize the promise of technology with technology solutions, supply-chain services, mobility and cloud services.


 

QuoteWerks SYNNEX


QuoteWerks enables you to retrieve Real-time Pricing and Availability, Place Online Orders, Track Shipments and Serial Numbers, and more from SYNNEX. SYNNEX Corporation, a business process services company, provides business-to-business services that help our customers and business partners grow and enhance their customer-engagement strategies.

 

QuoteWerks Tech Data


QuoteWerks enables you to retrieve Real-time Pricing and Availability, Place Online Orders, Track Shipments and Serial Numbers, and more from Tech Data. Tech Data is the leading end-to-end distributor of technology products, services and solutions around the world.

 

QuoteWerks Accutech Data


QuoteWerks enables you to retrieve Real-time Pricing and Availability from Accutech Data. Accutech is a wholesale distributor of backup media, imaging supplies, and other related products.

 

QuoteWerks Arbitech


QuoteWerks enables you to retrieve Real-time Pricing and Availability from Arbitech. Arbitech's primary focus is on stocking new, current products, however they also have expertise in sourcing constrained and end-of-life products which aren't always available through conventional distribution. As a result, Arbitech's Reseller partners enjoy true supply chain diversity.

 

QuoteWerks Arlington


QuoteWerks enables you to retrieve Real-time Pricing and Availability from Arlington. Arlington combined the power of three of the imaging industry's largest distributors, Arlington Industries, Carolina Wholesale and Digitek.

QuoteWerks ASI


QuoteWerks enables you to retrieve Real-time Pricing and Availability from ASI. ASI has been a leader in the distribution of IT products for over 30 years and also offers custom integration on notebooks, desktops, servers, and NAS systems.

 

QuoteWerks BlueStar


QuoteWerks enables you to retrieve Real-time Pricing and Availability from BlueStar. BlueStar is a leading distributor of Point-of-Sale (POS), Auto ID, Mobility, Digital Signage and RFID products.

QuoteWerks Dicker Data


QuoteWerks has partnered with Dicker Data. Dicker Data's product portfolio comprises of leading technology vendors including HP, Cisco, Toshiba, ASUS, Lenovo, Microsoft and other tier 1 global brands.

 

QuoteWerks Dexxon Digital Storage


QuoteWerks enables you to retrieve Real-time Pricing and Availability from Dexxxon Digital Storage. Dexxxon Digital Storage is a leading wholesale distributor of computer backup media and office technology products such as LTO Tape, DLT Tape, Ink, Toner, Optical Discs, CD's and DVD's.

 

QuoteWerks EET Group


QuoteWerks enables you to retrieve Real-time Pricing and Availability from EET. EET Group is a value added niche IT distributor, providing suppliers and customers with expert industry knowledge, intelligent logistics solutions, unique sales service and smart marketing tools.

 

QuoteWerks Jenne


QuoteWerks enables you to retrieve Real-time Pricing and Availability from Jenne. Jenne is a leading value-added distributor of business telephony, data, audio and video conferencing, and security technology products, including equipment and software for the SMB and Enterprise markets.

 

QuoteWerks Northamber


QuoteWerks enables you to retrieve Real-time Pricing and Availability from Northamber. Northamber is the longest established trade-only distributor of IT equipment in the UK.

 

QuoteWerks ScanSource


QuoteWerks enables you to retrieve Real-time Pricing and Availability from ScanSource. ScanSource Inc. delivers best-of-breed technology products, along with the highest level of service and support, to resellers.

 

QuoteWerks Supplies Network


QuoteWerks enables you to retrieve Real-time Pricing and Availability from Supplies Network. Supplies Network is a distributor for print and imaging supplies, equipment and Managed Print Services for resellers seeking a high-value, cate
gory-focused supplier to help them growtheir business.

 

QuoteWerks Synergy Micro


QuoteWerks enables you to retrieve Real-time Pricing and Availability from Synergy Micro. Synergy Micro Solutions is an innovative provider of computer products and solutions.

 

QuoteWerks Westcoast


QuoteWerks enables you to retrieve Real-time Pricing and Availability from Westcoast. The Westcoast product range spans across the whole IT, consumable, software and electrical spectrum.

 

QuoteWerks Westcon-Comstor


QuoteWerks enables you to retrieve Real-time Pricing and Availability from Westcon-Comstor. Westcon-Comstor is a value-added technology distributor of category-leading solutions in Security, Collaboration, Networking and Data Center.

 
 


 

Shipping Integrations
 

QuoteWerks FedEx


QuoteWerks has a shipping rate integration with FedEx enabling you to obtain real-time shipping quotes from your carriers. FedEx Corporation provides customers and businesses worldwide with a broad portfolio of transportation, e-commerce and business services.

 

QuoteWerks UPS


QuoteWerks has a shipping rate integration with UPS enabling you to obtain real-time shipping quotes from your carriers. UPS is a global leader in logistics, offering a wide range of solutions to more efficiently navigate t
he world of business and everyday life.

 

Payment Gateway Integrations
 

QuoteWerks Authorize.Net

QuoteWerks Chase Paymentech

QuoteWerks ConnectBooster

QuoteWerks FirstData

QuoteWerks Intuit QuickBooks Merchant Services

QuoteWerks PayFlow Pro

QuoteWerks Network Merchants (NMI)

QuoteWerks Stripe

All Credit Card Gateways
A
ll ACH Payment Gateways

Leasing Integrations


QuoteWerks has built-in lease payment calculation support. You can very easily offer your customer the option to purchase or lease the quote. All leasing companies are supported, simply enter your leasing company's lease rate factor data into QuoteWerks.
 

QuoteWerks GreatAmerica

QuoteWerks supports a real-time leasing integration with GreatAmerica Financial Services. QuoteWerks automates the process of submitting the credit application to GreatAmerica. Offer leasing options to your customers via GreatAmerica without leaving QuoteWerks! When you select your GreatAmerica lease card, the real-time query to GreatAmerica will enable you to see all the lease options available from GreatAmerica such as terms, advance payments, points, and purchase options.

 

QuoteWerks Ingram Micro Lease-IT!


QuoteWerks has partnered with Ingram Micro Financial Solutions and supports real-time leasing integration with Ingram Micro Lease-IT!. When you select your Ingram Micro Lease-IT! lease card, the real-time query to Ingram Micro Lease-IT! will enable you to see all the lease options available from Ingram Micro Lease-IT! such as terms, advance payments, points, and purchase options. The QuoteWerks integration also has the ability to submit a credit application.

QuoteWerks Any Leasing Company


QuoteWerks enables you to create, edit, and maintain your own Lease Rate Cards. You can very easily offer your customer the option to purchase or lease the quote. QuoteWerks makes it effortless to give the customer leasing options with every quote.
 

 

API, SDK, Scripting, and Add-ons
 

QuoteWerks API


At QuoteWerks, we believe it is very important for every application to offer an API. Without APIs, each application is simply its own isolated island, incapable of interacting or sharing data with other applications. Without APIs you are not able to leverage the individual strengths of each application.

QuoteWerks 3rd Party Add-ons


3rd party add-on products are products written by other companies that integrate with QuoteWerks (using the QuoteWerks SDK) in order to provide a more complete customer solution.

 

 

 
 
 
 
USA Office

Tel:1.877.902.2979-1.425.223.4311
Fax:1.877.329.4324
Address: 1480 Gulf Road, Suite 837,
PO Box 1280
Point Roberts, WA 98281

Western Canada - Vancouver BC

Tel:1.800.663.6001 or 1.604.925.6150
Fax:1.604.925.6170
Address: 2454 Haywood Ave
West Vancouver, BC V7V 1Y1

Eastern Canada - Markham, Ontario

Tel:1.800.465.0164 or 1.905.513.7027
Fax:1.877.329.4324