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The Market Leading sales quoting and proposal solution!

QuoteWerks is specialized software used in every industry for creating sales quotes and proposals. Rather than using Microsoft® Word® or Excel® to create your quotes and proposals, you can benefit from a tool that is specialized for the task of creating quotes and proposals.

QuoteWerks fits into your existing software environment. It works with the software that you store your customer information in like ACT!, ACT! for Web, Autotask, ConnectWise, GoldMine, Google Contacts, 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.



Seamless CRM / PSA Integrations


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

 

 


Know when quotes are Viewed and Accepted



Ever wonder what happens to your quote after you sent it? With the QuoteValet subscription, 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.



 


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 and even handle ConnectWise quote-request notifications.

 

 


Word Based Proposals



Create Microsoft Word based quotes and proposals from within QuoteWerks or use the built-in layout designer.