407-248-1481

QuoteWerks and the
IT & MSP Community

QuoteWerks provides the tools necessary for Managed Service Providers (MSPs) and Value Added Resellers (VARs) to create professional looking quotes and proposals with speed and efficiency.

With QuoteWerks, you can easily retrieve contacts from your CRM or PSA. From there, you can source products from distribution (with the ability to see your specialized pricing and warehouse availability). Your own services can be stored in QuoteWerks or retrieved from your PSA where they already are. When you save the quote, an opportunity is created or updated in your CRM/PSA automatically. When you are ready to deliver the interactive quote to your customer, you send them a link to QuoteValet where you will be notified the first time they look at, each additional time, and they can even ask questions right there keeping all communication together. If your customer accepts the quote, they will do it electronically with an eSignature and you can collect payment (ACH, Credit Card, etc) right there. QuoteWerks even handles all of your procurement needs with electronic ordering and traditional POs. If you are not using a PSA, QuoteWerks will even transfer all of this information back through to your accounting solution. As you can see, QuoteWerks handles all of quoting needs for IT and MSP Professionals.

115+

integrations including CRM/PSA, accounting, vendor & distributor, shipping, leasing, and payment gateway integrations.

QuoteWerks is a pioneer in the quoting and proposal software space with more than 30 years experience working with VARs and MSPs.

CRM and PSA Integrations

QuoteWerks seamlessly integrates with the most powerful CRM/PSA systems, enabling you to easily and accurately transfer your sales data directly into these solutions for forecasting & reporting.

Distributor Real-Time Pricing and Availability

Easily retrieve your distributor pricing and availability from over 15 distributors.

Import Distributor Quotes

With a click of a button, import quotes directly from Distributor systems. Available for Ingram Micro, TD SYNNEX, Cisco, and more!

Submit Orders Electronically

Order items for multiple orders electronically with Amazon Business, D&H, Dell, Ingram Micro, and TD SYNNEX. Use real-time pricing or your sales rep negotiated prices.

No More Importing Products

Customer Friendly Descriptions, Product Images, Spec Sheets, and more for items that you purchase through distribution.

Upsell with Ease

Include optional manufacturer suggested accessories to generate more revenue

Procurement Tracking

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

Dell Premier Integration

The QuoteWerks Dell integration enables Dell Premier Partners with Punchout credentials, the ability to import quotes, create order requisitions, and even place orders with Dell.

Amazon Business Integration

Search and build quotes for products available on Amazon Business within QuoteWerks' Product Lookup. QuoteWerks integrated purchasing makes it easy to create Purchase Orders and send them directly to your Amazon Business account.

 

Maximize Your Investment

 

Have questions? Call a product specialist at 407-248-1481 or send an email to sales@quotewerks.com.

QuoteWerks was honored to be awarded Best Partner Involvement at ASCII Baltimore 2016 QuoteWerks was honored to be awarded Best Partner Involvement at ASCII Milwaukee 2016 QuoteWerks was honored to be awarded Best Partner Involvement at ASCII Columbus 2016 QuoteWerks was honored to be awarded Best Partner Involvement at ASCII Newport 2016 QuoteWerks was honored to be awarded Best Partner Involvement at ASCII NY 2016 QuoteWerks was honored to be awarded Best Partner Involvement at ASCII Austin 2016 QuoteWerks was honored to be awarded Best Partner Involvement at ASCII Columbus 2017 QuoteWerks was honored to be awarded Best Partner Involvement at NJ  2017 QuoteWerks was honored to be awarded Best Partner Involvement at NJ 2018 QuoteWerks was honored to be awarded Best Partner Involvement at Toronto 2018 QuoteWerks was honored to be awarded Best Partner Involvement at Charlotte 2019 QuoteWerks Awarded Best Partner Involvement at ASCII EDGE Event in Chicago, Illinois 2023 QuoteWerks Awarded Best Partner Involvement at ASCII EDGE Event in Costa Mesa, California 2024    QuoteWerks CPQ wins Best Quoting Solution - Proposals and Estimates (CPQ) - Channel Pro 2015    QuoteWerks CPQ wins Best Quoting Solution - Proposals and Estimates (CPQ) - Channel Pro 2016    QuoteWerks CPQ wins Best Quoting Solution - Proposals and Estimates (CPQ) - Channel Pro 2017    For the 6th year, QuoteWerks CPQ wins Best Quoting Solution - Proposals and Estimates (CPQ) - Channel Pro 2018    QuoteWerks CPQ wins Best Quoting Solution - Proposals and Estimates (CPQ) - Channel Pro 2019    QuoteWerks named 2020 Channel's Best Quoting Software Vendor by ChannelPro-SMB QuoteWerks was honored to be awarded Best Software Solution Dalla 2018    QuoteWerks CPQ wins Best Channel Vendor - Quoting Solution - Proposals and Estimates (CPQ) - Business Solutions Magazine 2016    QuoteWerks CPQ wins Best Channel Vendor - Quoting Solution - Proposals and Estimates (CPQ) - Business Solutions Magazine 2017 CardRates.com Recognizes QuoteWerks with Editors Choice Award - 2020 QuoteWerks Named as a Top Rated Configure Price Tool for 2018    QuoteWerks Named as a Top Rated Configure Price Tool for 2019    QuoteWerks Named as a Top Rated Configure Price Tool for 2020    QuoteWerks Named as a Top Rated Solution for 2021    QuoteWerks Named as a Top Rated Solution (CPQ, Proposal, Quote to Cash) for 2022    QuoteWerks was named to Capterra's Shortlist of top proposal and quoting software products for 2023    QuoteWerks was named to Capterra's Shortlist of top proposal and quoting software products for 2024    QuoteWerks was named a Category Leader in the Proposal and Quoting Software Categories by GetApp for 2023    QuoteWerks was named a FrontRunner for Quoting software by Software Advice for 2023    QuoteWerks Named Channel Program's 2024 Q2 Category Leader    QuoteWerks CPQ is a Top Rated Proposal and Quoting Software Solution on G2Crowd based on reviews by our customers    QuoteWerks CPQ is a High Performer - Proposal and Quoting Software Solution on G2Crowd based on reviews by our customers    QuoteWerks CPQ is a High Performer - Proposal and Quoting Software Solution on G2Crowd based on reviews by our customers    QuoteWerks CPQ is a High Performer Winter 2023 - Proposal and Quoting Software Solution on G2Crowd based on reviews by our customers    QuoteWerks CPQ is a High Performer Summer 2023- Proposal and CPQ Software Solution on G2Crowd based on reviews by our customers                        

These prestigious awards are presented to the technology company that is deemed to have the best software solution for the IT industry.

 

Get Everything You Need in One Place with QuoteWerks

  • Overview for VARs and MSPs
    In this video, you will see an overview of the tools available to IT Professionals within QuoteWerks enabling you to create Content Rich Quotes and Proposals with both speed and efficiency.
  • QuoteWerks - Market Leading Sales Quoting and Proposal Solution
    QuoteWerks is the Number 1 Rated Solution on the ConnectWise Marketplace
  • Personalized Demo by our CEO
    While speaking with customers at IT Nation 2013, we found that most of our customers wanted help setting up and learning how to better use QuoteWerks. We also found that most of our customers didn't know about the solutions we've released over the last two years. Watch John's video to see what you don't know about QuoteWerks.
  • Webinar: Pricing and Packaging Strategies to Dramatically Increase Recurring Revenue
    Gary Pica of TruMethods along with Brian Laufer of QuoteWerks will share proven methods for pricing and packaging your IT service offerings. If you're recurring revenue is not increasing each and every month you need to hear what Gary has to say.
  • Webinar: Ramp Up Your IT Services Sales with Autotask & QuoteWerks
    The combination of QuoteWerks and Autotask makes it simpler to provide estimates and proposals to prospective customers, combine sales quotes with business development opportunities in the pipeline, create orders and service tickets within Autotask, and gain visibility into revenue streams from products, services, managed services, and other sources. Len DiCostanzo, Autotask's SVP of Community & Biz Dev, and Brian Laufer, Vice Prseident at QuoteWerks, discussed on April 30th 2014 their respective solutions and how to get the most out of utilizing them in harmony. Thomas Clancy, Founder & VP of Sales for Valiant Technology, provides input from an MSP utilizing both Autotask & QuoteWerks to grow his business.

Eliminate going to every distributor's website to see your pricing and availability

QuoteWerks is the market leading sales quoting and proposal solution with over 35,000 active users in 101 countries. Our product offers time saving features at an affordable one-time price. It is also concurrently licensed so users can share licenses in the office without having a license for each employee.

No More Importing Products (Etilize)

Customer Friendly Descriptions, Product Images, Spec Sheets, and more
Learn More...


Distributor Real-Time Pricing and Availability

Easily retrieve your distributor pricing and availability from over 15 distributors.
Learn More...


Compare your prices with Consumer Prices

You can pull in consumer pricing for Amazon, CDW, Dell, and Staples, along with your distributor's pricing and availability, easily allowing you see all your options in one place. Know consumer prices before your customer does.
Learn More...


Upsell with Ease (Etilize)

Include optional manufacturer suggested accessories to generate more revenue
Learn More...


PartLocator

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, Ingram Micro, & TD SYNNEX with the Product Content Subscription
Learn More...


Submit Orders Electronically

Order items for multiple orders electronically with D&H, Ingram Micro, and TD SYNNEX. Use real-time pricing or your sales rep negotiated prices.
Learn More...


Procurement Tracking

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


Purchasing Sourcing

When selecting items for purchasing, you can obtain current pricing and availability and change vendor sourcing with the Product Content Subscription right before placing your order, ensuring that you order from the lower price vendor that has stock.
Learn More...


Know when Quotes are Viewed

Know every time your customer views the quote, selects options, has questions, and when they electronically sign and make payment
Learn More...


Collect Credit Card Payments from Customers

Collect deposits, progress payments, balances, and even export payments to QuickBooks. Supports over 80 gateways including QuickBooks Merchants, Authorize.net, ConnectBooster/BNG, and PayPal.
Learn More...


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.
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QuoteValet Insight

Gain insight and have mobile access to your QuoteValet Insight Dashboard , Leaderboard, Inbox, Peer Reviews, and Approvals, anywhere, anytime from any web device like your phone, tablet, or PC.


Quote Importer

Easily import quotes and configurations from Dell, Cisco, HP (iQuote), and Netformx
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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.
Learn More...



Seamless CRM/PSA Integrations

Integrations with leading PSA and CRM solutions including Autotask, CommitCRM, ConnectWise, Kaseya BMS, Shockey Monkey, and TigerPaw
Learn More...


Integrates with QuickBooks, Peachtree, and more

Easily export customer and line item details. Creates Purchase Orders, Invoices, and more
Learn More...


Word Based Proposals

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

Customer Testimonials

Visit our QuoteWerks Testimonials page to find out how QuoteWerks has proven to dramatically increase productivity and create a seamless sales process for companies just like yours.

The Evolution of QuoteWerks

QuoteWerks was designed from the ground up by John C. Lewe IV, the President and founder of Aspire Technologies, Inc. Starting in 1993, he founded an IT consulting company, and experienced first hand the challenges of the industry and how time consuming it was to manually create sales quotes. QuoteWerks was born from John's first hand experiences as the owner of a consulting firm.

What started out as the need to create a simple sales quote has evolved to meet the ever changing needs of the IT industry. More and more companies are now realizing how important the quote and proposal creation process is. With QuoteWerks as a cornerstone of their sales operations, they are seeing tremendous returns in efficiency, accuracy, and sales closures.

Today, 30 years later, QuoteWerks is used in over 101 countries by 35,000 active users. QuoteWerks is the market leader!

Training

With the hundreds of features that we add to QuoteWerks in a year, training is essential for you to use QuoteWerks to its and your fullest potential. We provide free training and tutorial videos on our website:

Support

It is important to know how to get support when you have a question.
  • Call our technical support
    (407-248-1481)
  • If your question is not time-sensitive, you can email support
  • Use the forum to get answers from your fellow QuoteWerks users

MSP/IT Community Reviews

Read more QuoteWerks reviews
Get started with QuoteWerks today
 
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