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 centralises your data and eliminates costly mistakes all of which ultimately saves you time and money.

No Credit Card Required

Step 1

Say goodbye to manual contact entry.

Search your customer information from your existing CRM or PSA.

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.

No Credit Card Required

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.

QuoteWerks Multi-Site

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 QuoteValet 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!

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.

Get started with QuoteWerks today

No Credit Card Required

QuoteWerks Dedicated Line:
0330 223 6048

Quote Works Distributor