Benefits and Insights

Why use QuoteWerks?

Key differentiators & advantages of QuoteWerks

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 in QuickBooks DesktopQuickBooks Online, and Sage-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 the QuoteValetsubscription, 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 support over 80 gateways including QuickBooks Merchants,, and PayPal.

Shopping Cart
Create online order forms with the QuoteValet 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.

Quote Labor
Include labor charges with line items! Link a labor charge as a line item to a parent item so that when the parent's item is changed, the labor quantity automatically changes with it.

Save Time looking up Sales Tax rates
Sales Tax Rate lookup service included in the Real-Time module. Retrieve sales tax rates by your customer's zip code.

FedEx & UPS Integration
The QuoteWerks Shipping Integration with FedEx and UPS enables you to obtain real-time shipping quotes from your carriers.

Distributor Real-Time Pricing and Availability
Easily retrieve your distributor pricing and availability from over 15 distributors.

Leasing Integration
Built-in lease payment calculation support, including a leasing integration with GreatAmerica Financial Services. 

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

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.

Procurement Tracking
Our complete Distributor Integration retrieves your pricing & availability, places electronic orders and tracks your shipments, serial numbers, & receiving.

No More Importing Products (Etilize)
Customer Friendly Descriptions, Product Images, Spec Sheets and more.

Compare your prices with Consumer Prices
Pulls in consumer pricing from CDW, Dell, and Staples  

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.

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.

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