Seamless CRM / PSA Integrations

Retrieve customer information, automatically create and keep sales opportunities up to date, schedule follow-up calls and much more with yourPSA/CRM solution.

Integrates with QuickBooks® and Sage 50

QuoteWerks automatically creates Estimates, Invoices, Sales Orders, and even Purchase Orders inQuickBooksandSage-50 US Edition (Peachtree). Automatically creates and updates items including customer's information. No more duplicate entry. QuoteWerks partners have created integrations with Sage 100, Sage 200, etc.

Know when quotes are Viewed and Accepted

Ever wonder what happens to your quote after you sent it? With theQuoteValetsubscription, instead of emailing a PDF of your quote, it creates an interactive web page where your customer can selection options, ask questions and even sign electronically. Best of all, you will get notified on all quote activity.

How often has a client asked for a discount and you've wondered if they have even looked at the proposal yet? Would you like to be able to pick up the phone and call the client while they are looking at your proposal? Striking while the iron is hot.

Collect Credit Card Payments from Customers

The QuoteValet subscription also allows you to collect deposits, progress payments, balances, and even export payments to QuickBooks. We supportover 80 gatewaysincluding QuickBooks Merchants, Authorize.net, and PayPal.

Shopping Cart

Create online order forms with theQuoteValet 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.

Approval and Peer Review

Set approval requirements for your sales reps that require them to obtain approval before a quote can be sent.Watch the Video.

Save Time looking up Sales Tax rates

Sales Tax Ratelookup service included in the Real-Time module. Retrieve sales tax rates by your customer's zip code.

FedEx & UPS Integration

TheQuoteWerks Shipping Integrationwith FedEx and UPS enables you to obtain real-time shipping quotes from your carriers.

Distributor Real-Time Pricing and Availability

Easily retrieve yourdistributor pricing and availabilityfrom over 15 distributors.

Leasing Integration

Built-inlease payment calculationsupport, including a leasing integration with GreatAmerica Financial Services.

Word Based Proposals

CreateMicrosoft Word based quotes and proposalsfrom within QuoteWerks or use the built-in layout designer.

QuoteWerks Dashboard

TheQuoteWerks Dashboardgives 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 and even handleConnectWisequote-request notifications.

Procurement Tracking

Our complete Distributor Integration retrieves your pricing & availability, places electronic orders andtracks your shipments, serial numbers, & receiving.

No More Importing Products(Etilize)

Customer FriendlyDescriptions, Product Images, Spec Sheets and more.

Compare your prices with Consumer Prices

Pulls in consumer pricing from CDW, Dell, Staples, Provantage, and Newegg

Upsell with Ease(Etilize)

Include optional manufacturer suggested accessories to generate more revenue

Azure Cloud Hosted Product Database

Our new Microsoft Azure integration enables you to host your QuoteWerks Product Databases in the cloud.

QuoteWerks Scripting

QuoteWerks now has built-in VB scripting in the Corporate Edition which enables you to write code to extend the functionality of QuoteWerks. Do special validations, check for combinations of items, and more.

Recurring Revenue

Quote products and services that recur monthly, quarterly, or annually. Report on your recurring revenue.

PartLocator^TM

It can be tough keeping up with all the new parts on the distributor websites. Now, QuoteWerks provides you with ALL the parts from D&H, Tech Data, Ingram Micro, & SYNNEX with the Product Content Subscription

Recurring Groups

Grouped Bundles on the quote can be converted to a single recurring monthly revenue amount. All of the individual items in the bundle are totaled and then you can set an Annual Percentage Rate (APR) and a Term like 24 months at a 20% APR. This feature can be used for Hardware as a Service (HaaS) quoting.

Document Audit Trial

Audit Trail Tracking provides the history of key event changes to the document, who changed it and when.