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What is QuoteWerks?

"QuoteWerks is an easy-to-use quoting and proposal solution enabling companies of all sizes to streamline their sales process."

QuoteWerks is a non-industry specific quoting and proposal application enabling companies of all sizes to quickly and efficiently create detailed, professional quotes and proposals.

Our seamless integrations to the most popular CRMs (such as ACT!, Autotask, ConnectWise, salesforce.com, MS CRM, Outlook and more), complete integrations to QuickBooks and Sage 50, and our IT Distributor links (including Tech Data, Ingram Micro, Synnex, D&H, Comstor, Scansource and more) provides our users with a stable and dynamic solution to streamline their sales process.


QuoteWerks scored 82/100 (No. 1 in Sales Quoting) in the Sales Quoting category. This is based on user satisfaction (90/100), press buzz (44/100), recent user trends (falling) and other relevant information on QuoteWerks gathered from around the web.

The score for this service has improved over the past month. What is this?

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QuoteWerks Product Overview

  • Create professional sales quotes and proposals in minutes

  • Integrate with current systems to ensure accurate forecasts

  • Streamline your sales process

  • Track customer interactions on each sales document

  • Review progress through dashboard

  • Order directly through IT Distributors

  • Affordable solution for any size business in any industry


Languages: English

QuoteWerks Features

  • 2-Factor Authentication
  • API
  • Audience Targeting
  • Batch Permissions & Access
  • Budgeting
  • Calendar Management
  • Contact Management
  • Contact Sharing
  • Conversion Tracking
  • CRM Integration
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Document Comparison
  • Email Integration
  • Expense Tracking
  • External Integrations
  • File Sharing
  • File Transfer
  • Forecasting
  • Google Apps Integration
  • Inventory Tracking
  • Lead Management
  • Lead Scoring
  • Marketing Automation
  • Multi-Currency
  • Multi-User
  • Notifications
  • Password & Access Management
  • Payroll
  • Project Management
  • Referral Tracking
  • Scheduling
  • Social-Media Integration
  • Supplier Management
  • Tax Management
  • Third-Party Plugins/Add-Ons
  • Travel Management
  • Electronic Signature
  • Pricing
  • Call Recording
  • Call Tracking
  • Call Disposition
  • Softphone
  • Sales Motivator
  • Click-to-Dial
  • Malware Protection
  • Order management

QuoteWerks Pricing Plans

Standard Edition

$20.00
1 user(s) / month

Included in plan:

  • Base package
  • Includes most links to CRMs

Professional Edition

$27.00
1 user(s) / month

Included in plan:

  • Includes features of Standard Edition and also Accounting Integrations
  • Includes Dashboard

Corporate Edition

$40.00
1 user(s) / month

Included in plan:

  • Includes all features of Standard and Professional
  • Includes advanced integrations (Autotask, ConnectWise, MS Dynamics)

Plans starting from: $30.00/month Credit card required: N/A

QuoteWerks FAQs

Does QuoteWerks integrate with any other apps?

Yes, QuoteWerks integrates with over 12 different CRM and PSA applications (such as salesforce.com, Autotask, ConnectWise, MS Dynamics, Outlook, Google Contacts, SugarCRM, ACT!) as well as QuickBooks and Sage 50.

Does QuoteWerks offer multi-user capability? (e.g. teams)

Yes, QuoteWerks is available for single or multiple users.

Does QuoteWerks offer an API?

Yes, the API is offered free of charge.

Who are the main user groups of QuoteWerks?

Any company or individual looking to create line-item based professional quotes or proposals.

What are some applications QuoteWerks is commonly used in tandem with?

QuoteWerks is commonly used in conjunction with the most powerful CRM and PSA systems including salesforce.com, Autotask, ConnectWise, ACT!, Outlook, Google Contacts, QuickBooks, Sage 50 and much more.

What is QuoteWerks generally used for?

QuoteWerks is used to automate the creation and delivery of sales quotes and proposals to clients.

What platforms does QuoteWerks support? (e.g. native mobile apps)

This program operates on a Windows platform.

Does QuoteWerks offer guides, tutorials and or customer support?

Yes, QuoteWerks includes a free help file, videos, support forum, and phone and email support are also available.

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