QuoteWerks CPQReviews of quotewerks.com

Create professional quotes & proposals in minutes with QuoteWerks® - the Market Leading quoting software solution (CPQ) that integrates with your CRM and Accounting to create a seamless sales process. QuoteWerks is specialized (CPQ) 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.You can easily import your product information into QuoteWerks. QuoteWerks can link to product database sources like external databases, Excel spreadsheets, or text files. 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 Sage 50 - US Edition / Peachtree.Our IT Industry Solution provides an integration with Tech Data, Ingram Micro, SYNNEX, D&H and more. You can get real-time pricing and warehouse availability from your vendors and using our QuoteWerks Product Content Subscription (powered by Etilize), customer friendly product descriptions, product images, and marketing descriptions. With QuoteWerks you can also submit orders electronically to your vendors and receive order status with shipping tracking numbers, serial numbers and more.With our QuoteValet® Add-on, you know when your customer views your quote and your customer sign electronically - no more signing and faxing, and can collect credit card payment including deposits.It integrates with your Accounting software li

QuoteWerks CPQ (quotewerks.com) has 33 customer reviews on Five Star Index, with an average rating of 4.3 out of 5.

Also known as

quotewerks.com

Website

quotewerks.com

Category

Sales & Marketing

Location

Orlando, Florida

Listed on Five Star Index

2026