QuoteWerks Web for Desktop Users

Continue Using only QuoteWerks Desktop

Keep your existing workflows and integrations in place.

QuoteWerks Desktop remains the best fit for teams that rely on desktop integrations, or established processes, and/or existing API 3rd party integrations.

Use a Hybrid Approach

Run both QuoteWerks Desktop and QuoteWerks Web together.

Existing QuoteWerks Desktop customers can continue to use Desktop while also using QuoteWerks Web with the QuoteWerks Web Addon. Your team can quote from anywhere in the browser, while still using Desktop for administrative tasks (like modifying existing FPC print layouts. FPC reports, or QuickBooks Desktop integration) or for sales reps who prefer the desktop client.

How do you do this? What do you need?

If you currently have QuoteWerks Desktop Standard Edition

• Need to upgrade to Corporate Edition
• Need DBHosting subscription ²
• Need QuoteWerks Web Addon subscription ¹
• Need to be current on UMP

If you currently have QuoteWerks Desktop Professional Edition

• Need to upgrade to Corporate Edition
• Need DBHosting subscription ²
• Need QuoteWerks Web Addon subscription ¹
• Need to be current on UMP

If you currently have QuoteWerks Desktop Corporate Edition

• Need DBHosting subscription ²
• Need QuoteWerks Web Addon subscription ¹
• Need to be current on UMP

Hybrid Conclusion

QuoteWerks Web is rapidly growing with new features and capabilities. For teams that need the most advanced functionality today, QuoteWerks Desktop remains the fully robust option—and it works seamlessly alongside Web. This gives you the best of both worlds: proven stability now, with continuous innovation for the future.

¹ QuoteWerks Web (as an Addon) is licensed separately from QuoteWerks Desktop - based on concurrent web users You only need enough Web licenses for the users who will be actively working in the browser at the same time.

Example

If you have a 5-user QuoteWerks Desktop license and 2 QuoteWerks Web licenses:

• Up to 2 users can use QuoteWerks Web at the same time
• The remaining 3 users can continue using QuoteWerks Desktop

² DBHosting subscription needs to match the number of QuoteWerks Desktop licenses.

Move solely to QuoteWerks Web

If you find you no longer have any need for the QuoteWerks Desktop specific capabilities like integrations to desktop based CRMs, Accounting Systems, 3rd party integration specifically using the Desktop API, then you can transition to a fully browser-based platform with no local installations.

How do you do this? What do you need?

From a pricing and subscriptions perspective, go the same route as the Hybrid approach, but once your Desktop and Web environments are connected, we can assist you in removing/deleting your QuoteWerks Desktop installation from your local environment.

Benefits include:

• Access QuoteWerks from anywhere
• Automatic updates
• No server or infrastructure to maintain
• QuoteWerks Web will continue to expand with new capabilities while maintaining the core functionality QuoteWerks is known for.

• Rich Text - QuoteWerks Web now supports rich text formatting in select fields, enabling enhanced content presentation with full formatting capabilities such as bold, italics, lists, and more.
• Layout designer - More capable and generates output 10 times faster, with significantly improved rendering for quicker previews and output generation.
• Modern UI - A refreshed, cleaner, more intuitive interface across the application.
• AI-powered Paste Special - Intelligently parses and maps pasted content like spreadsheet rows or unstructured text directly into line item fields with smart field matching and custom expressions.
• Settings search - Spotlight-style search with autocomplete filtering across 500+ System, Site, and User settings; find any setting in an instant.
• Auto-updating - Always stay current with the latest features and fixes; no manual intervention required.
• AI Scripting - QuoteWerks Web has built in interface for writing AI assisted scripts to tailor functionality, perform custom calculations, add line line items, verifying line item data, automate workflows for more.
• QWW Webhooks - Outbound webhook support directly from QuoteWerks Web, triggering notifications on document events like creation, updates, and status changes.
• REST and OData APIs - You now have access to QuoteWerks Web backend data through standardized modern reporting protocols, can use tools like Microsoft Power BI and more.
• Email Template Manager - A centralized hub for Templates, Snippets, Signatures, and System templates across all document contexts. Includes full-text search across all templates, easier image embedding, ownership filtering, and multi-recipient configuration.
• Enhanced image support - More formats, larger file sizes, and a shared image pool across all users in the organization.
• Exchange rate updating - In the Exchange Rate setup a single button click will obtain the current exchange rate.
• Hide and reorder workbook tabs - Customize your document view by hiding unused tabs and reordering the rest to match your workflow.
• Azure Single Sign-On - SSO via MSAL for Azure AD/Entra ID tenants; seamless authentication through existing corporate credentials.

And the list continues to grow. QuoteWerks Web is evolving quickly, with ongoing enhancements that bring more Desktop capabilities forward while adding new Web-first features, automation, integrations, and modern workflow improvements.