QuoteWerks
The World's #1 CPQ & Proposal Software.
Overview
QuoteWerks is a specialized software solution for creating sales quotes and proposals. It is widely used in the IT industry and other sectors that require detailed and accurate quoting. QuoteWerks integrates with popular CRM, accounting, and PSA (Professional Services Automation) software, allowing for a seamless workflow from quote to cash. The platform is designed to save time, reduce errors, and improve the professionalism of the quoting process.
✨ Key Features
- Quote & Proposal Creation
- Product & Service Database
- Pricing & Costing Management
- CRM & PSA Integration
- eSignatures & Online Payments
- Reporting & Analytics
🎯 Key Differentiators
- Deep integrations with PSA and accounting software, especially for the IT industry
- Desktop application with robust offline capabilities
- One-time purchase option available
Unique Value: A powerful, highly integrable quoting platform that centralizes product and pricing information to ensure accuracy and speed.
🎯 Use Cases (4)
✅ Best For
- Automating the quoting process for IT and managed service providers.
- Integrating quoting with CRM and PSA systems for a unified workflow.
- Improving the accuracy and consistency of sales quotes.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Businesses that need highly visual, marketing-oriented proposals.
- Companies that do not require detailed, line-item based quotes.
🏆 Alternatives
Offers deeper, more specialized integrations for IT service providers than general-purpose proposal software.
💻 Platforms
✅ Offline Mode Available
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Phone Support
- ✓ Dedicated Support (Varies tier)
🔒 Compliance & Security
💰 Pricing
✓ 30-day free trial
Free tier: NA
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