QuoteWerks is specialized software used in every industry for creating sales quotes and proposals.
QuoteWerks is sales quoting software that will save you time and money when quoting, selling, ordering, and purchasing products and services. QuoteWerks will help increase your quoting productivity by helping you to create detailed quotes with speed and efficiency.
It works with the software where you store your customer information in like ACT!, ACT! for Web, Autotask, ConnectWise, GoldMine, Maximizer, MS Dynamics CRM, Outlook, Outlook BCM, salesforce.com, SalesLogix, and SugarCRM eliminating the need to re-type customer information. QuoteWerks also has its own built-in contact database.

  • Can link to product database sources like Excel spreadsheets, text files.
  • Can support nine different pricing methods.
  • Online Quote Delivery and Acceptance.
  • Can also type product information directly into the quote.
  • Can even quote products that are stored in QuickBooks or Peachtree.
  • Can get real-time pricing and warehouse availability from vendors.
  • Integrates with Accounting software like QuickBooks, Peachtree, or others through 3rd party Accounting add-ons so when those quotes become orders you don’t have to re-enter your orders, and those orders can be submitted electronically to your vendors! All of this eliminates costly mistakes.
  • Increase business productivity and closing more sales by simplifying and speeding up business price quoting/proposal processes.

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