QuoteWerks is sales quoting and proposal software that helps teams create professional quotes, manage pricing and approvals, integrate with CRM and accounting systems, accept electronic signatures, collect payments, and streamline quote-to-cash workflows. It is a Configure, Price, Quote (CPQ) platform that centralizes configuration logic, pricing rules, and proposal generation into a single system. It is available as a browser-based web platform, an installed desktop application, or a hybrid deployment.
What it's for
Replace spreadsheets and manual quoting workflowsExtend CRM with CPQ capability for complex quotesAutomate pricing and discount approval workflowsCreate branded quotes and proposalsCollect electronic signatures and online paymentsTrack quote-to-cash processesCombine equipment, labor, and recurring services into a single quote (security/alarm industry)Import distributor and vendor pricingSync data with CRM, PSA, and accounting systems
Features 20
- Automated pricing rules and margin thresholds
- Branded, professional quote and proposal templates
- Built-in peer review before approval
- Centralized, searchable quote storage
- ClarityWerks for structured task communication
- Configuration of bundled solutions and compatibility rules
- Credit card and ACH payment collection (80+ gateways supported)
- CRM and accounting integrations for data sync
- Electronic signature collection
- Multi-level, conditional approval routing with escalation
- Notifications when quotes are viewed by customers
- Peer and management approval workflows to reduce errors and misquotes
- Product Content Subscription for up-to-date multi-vendor product data
- Purchasing, procurement, and receiving support
- QuickBooks Online integration syncing estimates, invoices, purchase orders, customers, and items
- QuoteValet for online quote delivery, e-signature, and payment collection
- Realtime Module for live distributor pricing, availability, and sourcing
- Sales pipeline transparency and tracking
- Standardized pricing via item lists, templates, and bundles
- VendorRFQ for standardized vendor request-for-quote processes
At a glance
free trialself-hostableAPI
TypeWeb app
DeploymentHybrid
PlatformsWeb, Windows
ForB2B Sales Teams, Audio Visual & Systems Integrators, Manufacturers and Manufacturers Reps, MSPs & IT Solution Providers, Professional Services Organizations, Small & Midsize Businesses
CompanyAspire Technologies, Inc. · 1993
Integrations
Amazon BusinessTD SYNNEXGoldMineUPSSedonaOfficeFedExMicrosoft SQL ServerZohoCRMD&HHubSpot CRMTeleDynamicsAct for WebHaloPSAPax8AutotaskQuickBooks OnlineSalesforcePipedriveConnectWise PSAIngram MicroMicrosoft Graph (email)Sage 50Microsoft Word
Resources
Pricing
Pricing is available in USD, though specific plan prices and tiers are not publicly shown.
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