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What is QuoteWerks?
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What is it?

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 environment of software. It works with the software that 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.

You can easily import your product information into QuoteWerks. QuoteWerks can link to product database sources like Excel spreadsheets, text files, or if you are in the IT industry, Tech Data, Ingram Micro, SYNNEX, D&H and more. You can also just type product information directly into the quote. If you use QuickBooks or Peachtree, QuoteWerks can even quote products that you have stored in QuickBooks or Peachtree.

You can get real-time pricing and warehouse availability from your vendors and using our Etilize integration customer friendly product descriptions, product images, and marketing descriptions. With QuoteWerks you can also submit orders electronically to your vendors

With our QuoteValet Addon you know when your customer views your quote and your customer sign electronically - no more signing and faxing.

It integrates with your 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.

QuoteWerks has been empowering businesses for over 19 years - increasing their productivity and closing more sales by simplifying and speeding up their price quoting/proposal processes in the office and on the road.

Why do I need it?

Have you ever asked yourself "How long does it take to create a quote or proposal?"

If you take the time to really think about it you begin to realize what a time-consuming, daunting task it is. That's probably why most of us procrastinate getting those quotes out to our customers.

Just grazing the surface, you need to find the products, services, prices, descriptions, call your vendors for updated pricing, type it all into the quote, format the quote, e-mail it to your customer and then follow up with your customer.

QuoteWerks will make you more efficient, more consistent, more professional, and more competitive. The content of your quote and how you present your quote is important. The quote represents not only what you are selling, but is also an extension of your company brand and image.

First impressions are important; they can make or break deals. The quicker you can get that quote into your customers hands the better chance you have of winning their business.

Using QuoteWerks, you can "go the extra mile" for your customers - without all the legwork!

Bottom line; If you want to save time and money when quoting, selling, ordering, and purchasing products and services you need QuoteWerks®

Read in Precision Distributor Magazine how Precision Airconvey reduced their quoting time from 5 hours per quote to just one hour.

How are you creating your quotes and proposals now? Are you still using Microsoft® Word®, Excel®, or your Accounting software to create your price quotes? Find out how QuoteWerks is a much better solution.

Who uses it?

QuoteWerks is used in almost every industry by over 64,000 users worldwide in over 101 countries. We are the market leader.

Whether your company is a small 1-person company or a large Fortune 100 company, you can benefit from the increase in productivity QuoteWerks provides.

This cross industry adoption of QuoteWerks is made possible by the core design of QuoteWerks which adheres to the fundamentals of the quoting process. This core design has contributed to its ability to be a useful tool for any industry that has a need to create price quotes containing itemized products or services.

Of the hundreds of industries our customers are in, customers that heavily adopt QuoteWerks are IT Solution Providers, VARs, Managed Service Providers (MSPs), AV/Security Integrators, Custom Integrators, Manufacturers, and Manufacturer Reps.

Our customers use QuoteWerks to quote a wide variety of products including clothing, office products, electronics, medical equipment, irrigation equipment, landscaping, industrial equipment, trucks, and more. Hear our customers describe in their own words what industry they are in and what they sell using QuoteWerks.

What does it cost?

QuoteWerks is offered in 3 cost effective solutions that are scalable:

QuoteWerks Standard Edition starts at USD $199
QuoteWerks Professional Edition starts at USD $239
QuoteWerks Corporate Edition (MS SQL) starts at USD $349

and comes with a 30 day money back guarantee.

View our complete price list. View our Edition Comparison matrix.

Some customers ask "Is that price monthly?". No, it is just a one-time purchase. There are no setup fees. The price includes voice support. Our licenses are sold per concurrent user, not per named user, so if you have someone that only occasionally uses QuoteWerks, you don't have to buy a license for them.

If those prices seem too inexpensive for how robust QuoteWerks is, it is our volume of 64,000 users that makes it possible for us to keep the prices affordable for all our users.


Everyone knows how to use Microsoft Word. Word is more flexible than report designers and it is easy to design a Word based Quote layout since you already know how to use Word. QuoteWerks simply inserts the data into your Word document wherever you want it. After merging, it is easy to make changes or tweaks to the Word document providing you the best of both worlds - macro replacement and the ability to edit afterwards. To top it all off, QuoteWerks then automatically saves your data merged Word document as a PDF file and links it into the quote.

Advantages of Word Merging:

  • You can choose to insert only certain item types into certain areas of the Word document
  • You can have your service items on Page 2 and have your product items on page 5
  • You can have item type total summaries anywhere in the Word Document
  • You can include Line item Product Pictures in the the Word document
USA Office

Address: 1480 Gulf Road, Suite 837,
PO Box 1280
Point Roberts, WA 98281

Western Canada - Vancouver BC

Tel:1.800.663.6001 or 1.604.925.6150
Address: 2454 Haywood Ave
West Vancouver, BC V7V 1Y1

Eastern Canada - Markham, Ontario

Tel:1.800.465.0164 or 1.905.513.7027
Address: 3075 14th Ave, Unit 219,
Markham, Ontario L3R 0G9