What is QuoteWerks?
QuoteWerks is a comprehensive sales quoting and proposal software solution designed to streamline the process of creating professional, detailed quotes and proposals across various industries. With over 88,000 users in 101 countries, QuoteWerks is the market-leading tool for businesses looking to increase productivity, close more sales, and eliminate costly mistakes in their pricing and proposal processes
Highlights
- Seamless integration with a wide range of CRM, accounting, and IT distribution systems, including ACT!, Autotask, ConnectWise, Salesforce, Microsoft Dynamics CRM, QuickBooks, and Sage 50, among others
- Real-time access to pricing and inventory information from leading IT distributors like Ingram Micro, Tech Data, Synnex, and D&H, with the ability to automatically retrieve product descriptions, images, and marketing materials
- Powerful configurator tool that simplifies the quoting process by guiding users through a step-by-step selection of products, ensuring that all necessary items are included
- Electronic quote delivery and e-signature capabilities through the QuoteValet add-on, allowing customers to view, accept, and pay for quotes directly online
- Robust accounting integrations that eliminate the need for manual data entry, ensuring a seamless flow of information from quotes to invoices.
Features
Quoting