Product

About the QuoteWerks

QuoteWerks is a hybrid-cloud Configure, Price, Quote (CPQ) software that automates the entire sales quoting and proposal process, designed primarily for manufacturers, distributors, value-added resellers, managed service providers, and professional services firms. It combines sales quoting, proposal generation, contract management, and integrated payment processing into a unified platform. Features include product and service information management, interactive quote building, customizable pricing and workflows, vendor RFQ collaboration, procurement automation, and recurring revenue management. It supports e-signatures, credit card/ACH payment gateways integration (over 80 supported), and extensive CRM, PSA, accounting, distributor, and shipping system integrations, simplifying and speeding up complex sales and contract workflows. QuoteWerks provides mobile access for remote quoting, simultaneous communication with customers and manufacturers, and detailed pre- and post-sales reporting to maximize sales efficiency and profitability.