QuoteWerks Overview

QuoteWerks is a sales quoting and proposal software that automates every step of the quote-to-cash process for manufacturers, distributors, value-added resellers (VARs), and managed service providers (MSPs). With QuoteWerks, these businesses can create professional, branded quotes and proposals in just a few minutes, complete with SOWs, terms and conditions, and contracts. From there, they can route them for approval, send them to the buyer, and get them signed in a seamless motion. With over 80 supported payment gateways, it’s easy to collect credit card or ACH payments directly within the quote or proposal.

Centralized storage means all your sales documents and contracts are in a searchable location. And QuoteWerks’ integration library of 115+ CRM, professional services automation (PSA), accounting, distributor systems, shipping, leasing, and payment gateway integrations makes it easy to put the system at the center of your sales and contracting workflows. That means less manual data entry, more automation, faster quote turnaround times, and benefits that extend beyond the quoting process.

QuoteWerks CPQ is a cloud-based (or, optionally, hybrid-cloud) configure, price, quote (CPQ) software that helps businesses streamline their sales process. It is a powerful tool that combines sales quoting, proposal generation, contract management, and payment processing into one cohesive system. For manufacturers, distributors, value-added resellers, and service providers that rely on detailed quotes, QuoteWerks CPQ simplifies and automates the entire quote-to-cash process.

Features include:

• Product/service information management
• Interactive quote builder
• Customizable pricing and workflows
• Consumer price comparisons
• Customer activity notifications
• Profitability calculator
• End-to-end QTC automation

Product/service information management: You can create descriptions, pricing, and images for all your products and services in QuoteWerks. And you can segment them based on color, weight, size, and other identifiers. Each component, configuration, and bundle can have its own volume discounts and markup values, so your margins are always accurate.

Interactive quote builder: Creating branded quotes and proposals in QuoteWerks is as simple as picking items from a list. It offers step-by-step guidance, presents visual product lists, and helps you select options for a smooth sales process. With quote template features, you can save more time by storing and recalling similar quotes.

Customizable pricing and workflows: QuoteWerks is customizable for each sales journey, and you can manually or automatically adjust prices, volumes, and markups for real-time price optimization. You can also create workflows that automate processes like approvals or discounts. And you can quote for different types of line items within the same quote, like variable labor charges, products and services that recur monthly, quarterly, or annually, and installation or shipping costs.

Consumer price comparisons: QuoteWerks stays on top of constantly changing vendor prices, shipping times, tax rates, etc., so you don’t have to. It connects with Micro, Tech Data, and other distributors’ databases to automatically provide price comparison and availability info. It also pulls pricing/availability info from Amazon, CDW, Dell, and Staples.

Customer activity notifications: With QuoteWerks, your team receives real-time updates on customer activities and events related to their quotes. It tells them when someone opens a quote, makes edits, approves it, or signs the dotted line, so they can prioritize action items and move each deal across the finish line.

Procurement automation and VendorRFQ: You can email purchase orders to all your vendors. But you can also electronically submit them, track shipments, monitor serial numbers, and handle receiving through integrations with IT distributors like Ingram Micro, Tech Data, Synnex, and D&H. You can also place orders with Amazon Business and Dell. And with VendorRFQ added on, you can connect with your vendors in real time to discuss and negotiate pricing and details for goods and services. And you can gather, organize, and compare this info from multiple vendors in your network in one place.

End-to-end QTC automation: Thanks to its massive integration library and abundance of native features, QuoteWerks handles everything from contact management and pipeline tracking to e-signature, credit card/ACH payment processing, and centralized storage for all your quotes, proposals, terms and conditions, SOWs, contracts, and product/service info.

Using QuoteWerks comes with several benefits for your business and sales team. Here are the most notable ones:

• Save time and eliminate manual errors by automating the quoting process.
• Ensure accurate pricing and maximum profitability with real-time updates from distributors and price comparison tools.
• Simplify your sales process by integrating each step into one cohesive system.
• Increase customer satisfaction and reduce sales cycle times with detailed quotes, notifications on quote status, and easy electronic contract signatures.
• Get a complete view of your sales journey with QuoteWerks’ robust reporting and analytics features.
• Improve GTM strategies and decision-making processes through intuitive, comprehensive reporting.
• Keep accurate books and ensure compliance with centralized storage, data synchronization, and accounting/invoicing integrations.

QuoteWerks is designed for quoting workflows for MSPs, VARs, system integrators, HVAC professionals, and manufacturer’s representatives. Its interface integrates with the platforms used by these industries, making it easy to generate quotes while managing the rest of the sales process.

MSPs, VARs, and System Integrators

Vendor Catalog Integration: QuoteWerks integrates with distributor catalogs like Ingram Micro, Tech Data, Synnex, and others. Users can access real-time pricing and availability without manual updates to product lists. This includes APIs to retrieve data and support for electronic price files. This means MSPs can automate the sourcing of software licenses or hardware components for client IT infrastructure upgrades. And integrators can retrieve the availability of specialized equipment, like routers or servers, to fulfill large-scale network design contracts.

Recurring Revenue and Subscription Management: The platform supports recurring revenue items like managed IT services, cloud subscriptions, or maintenance contracts. It can calculate multi-year pricing and generate renewal reminders. You can automatically calculate recurring revenue for managed service contracts (e.g., monthly billing for cybersecurity or network monitoring services), include subscription-based software licenses (e.g., Microsoft 365) as part of your quotes, and build long-term maintenance agreements into quotes for complex system integrations.

Professional Services Automation (PSA) Integration: QuoteWerks integrates with popular PSA tools like ConnectWise Manage, Autotask, and Kaseya BMS. These integrations sync quotes, customer data, and service tickets seamlessly. As an MSP, you could use the integration to automatically convert approved quotes into service tickets when onboarding new clients. VARs can sync quotes with PSAs to streamline project management during hardware/software deployment. Integrators can generate service tasks based on complex multi-phase deployment quotes, ensuring nothing is overlooked.

HVAC Professionals

Customizable Templates for Professional Estimates: QuoteWerks provides user-friendly interfaces and customizable templates, enabling HVAC professionals to input product and labor costs efficiently, even while in the field. As an HVAC technician conducting an on-site assessment, you can utilize these templates to quickly generate detailed estimates that include equipment costs, labor, and additional services.

Job Costing and Multiple Pricing Options: QuoteWerks enables HVAC companies to provide various pricing options based on factors such as equipment brands, warranty levels, and service packages, allowing for the creation of multiple pricing tiers and customizable discount structures. You can present clients with different packages — standard, premium, and deluxe — that vary in equipment quality and warranty terms, catering to diverse customer needs and budgets.

Mobile Access for On-the-Go Quoting: With QuoteWerks Web and QuoteValet Mobile, HVAC professionals can create, modify, and send quotes from anywhere using a web browser or tablet, facilitating field sales models, remote work, and consultations. It reduces inquiry response times, enhances customer service, and expedites the sales process. While at a job site, you can adjust quotes in real time based on client requests or unforeseen challenges, ensuring that clients receive the most accurate and timely information.

Manufacturer Representatives

Centralized Product Catalog Management: QuoteWerks helps manufacturer representatives reduce adminstrative overhead by consolidating and managing products from multiple manufacturers within a single platform. As a manufacturer representative handling diverse product lines, you can efficiently search and select items from various manufacturers without sifting through separate spreadsheets or catalogs.

Simultaneous Communication with Customers and Manufacturers: QuoteWerks facilitates the simultaneous emailing of quotes to both customers and manufacturers. After finalizing a quote, you can send it directly to the client for review and concurrently notify the manufacturer, keeping all parties informed and expediting the approval and fulfillment processes.

Pre-Sales and Post-Sales Reporting: QuoteWerks enables the creation of both pre-sales and post-sales reports for you and your manufacturers. You can generate reports detailing sales forecasts, pipeline status, and post-sales performance metrics, providing valuable insights to manufacturers and aiding in strategic decision-making.

The pricing for QuoteWerks (billed monthly) is as follows:

• Standard: $15 per user per month (for smaller teams with simple quoting needs)
• Professional: $21 per user per month (for mid-sized businesses that need accounting and database integration features)
• Corporate: $30 per user per month (for businesses with advanced requirements like scripting and custom CRM integrations)

In addition to pricing for its quoting software, QuoteWerks offers the following add-ons for any subscription:

• Real-time pricing and availability module: $14 per user per month
• QuoteValet (electronic quoting/payment processing): $28 per user per month
• Online product content (through Etilize): $9 per user per month, requires real-time pricing module.
• Web + database hosting for CPQ: $20 per user per month, requires Corporate subscription tier.

All subscriptions and add-ons offer a limited-time free trial.

Although QuoteWerks is fantastic for distributors, VARs, MSPs, and contract manufacturers, it’s not the only CPQ software available. A QuoteWerks alternative may better suit your business needs, whether it’s subscription billing for recurring revenue, visual configuration for complex products, or seamless integration with your existing tech stack.

Top QuoteWerks Alternatives

Model N CPQ

Model N CPQ is an excellent alternative to QuoteWerks for high-tech companies dealing with complex product configurations and slow quoting processes. Built on the Salesforce platform, it integrates seamlessly with CRM data to streamline the quote-to-cash process. With advanced features like global price management, automated discounting, and volume-based tiering, Model N ensures consistent pricing and real-time visibility across regions and channels. It also supports sophisticated approval workflows, channel-specific pricing rules, and deal intelligence, enabling faster and more informed deal closures. Beyond quoting, Model N manages contracts, rebates, and the entire revenue lifecycle, offering a comprehensive solution to optimize high-tech sales pipelines.

IBM CPQ

IBM CPQ is a strong QuoteWerks competitor for businesses already integrated into the IBM ecosystem. While QuoteWerks is known for user-friendly features, IBM CPQ offers robust capabilities for companies with complex product configurations and pricing structures. Its centralized product information repository ensures consistent, accurate data across sales teams, while seamless integration with other IBM tools like order management and inventory systems streamlines the entire customer lifecycle. Additionally, IBM CPQ supports configurable product bundles, automated workflows, and self-service capabilities for partners and distributors, making it an excellent choice for businesses seeking to enhance efficiency and scalability in their quote-to-order process.

Salesforce CPQ

Salesforce CPQ is a cloud-based CPQ software that sits atop the Salesforce CRM and takes a more traditional approach to the CPQ process. In addition to all the standard CPQ features, it offers automated guided selling and quoting, a product configuration engine with rules-based guidance, approval workflows, detailed analytics, and nearly unlimited customizability. If your business already uses Salesforce apps, its native integration with the platform’s UI and data models will make for the most seamless implementation process of any CPQ tool.

DealHub CPQ

DealHub CPQ offers a seamless quote-to-cash process with deep CRM integration to eliminate manual data entry, reduce errors, and accelerate deal cycles. DealHub extends beyond CPQ with integrated subscription management and billing, enabling efficient handling of recurring revenue and invoice automation. Its no-code platform empowers sales and operations teams to easily adapt to evolving needs without relying on IT. DealRoom creates a dynamic, personalized buyer experience with real-time engagement, while its advanced pricing capabilities support subscriptions, tiered pricing, and usage-based billing. With seamless CRM and ERP integration, DealHub unifies revenue operations for a streamlined and efficient workflow.

SAP CPQ

SAP CPQ is an excellent alternative to QuoteWerks, particularly for larger enterprises already using the SAP ecosystem. Its seamless integration with SAP ERP and CRM ensures automated data flow across the quote-to-cash cycle, reducing errors and streamlining processes. SAP caters to diverse industries and excels in handling complex product configurations and high-volume quotes, making it ideal for businesses with intricate needs. Its robust configuration engine manages customized orders with precision, while built-in contracting and approval features simplify deal closures. Additionally, SAP’s cost management tools enable sales teams to maintain profitability by optimizing quotes with accurate pricing and visibility into margins.

Out of 20 reviews, QuoteWerks CPQ has a rating of 4.2 out of 5 stars on Gartner Peer Insights. In their reviews, users note the software’s ease of use in creating branded quotes and how it helps reduce quoting errors.

The reviewers and customer demographics are as follows:

Reviewer’s Company Size

• <$50M: 70%
• $50M-$1B: 30%

Reviewer’s Industry

• IT Services: 45%
• Services (non-Government): 15%
• Banking: 5%
• Construction: 5%
• Other: 30%

Reviewer’s Deployment Region

• North America: 55%
• Europe, Middle East, and Africa: 20%
• Asia/Pacific: 15%
• Latin America: 10%

Gartner Peer Insights affirms that a stand-out feature of QuoteWerks is the integration with other software, such as CRM, accounting, distribution and retail solutions.

Andrew Parker

Andrew is a professional copywriter with expertise in creating content focused on business-to-business (B2B) software. He conducts research and produces articles that provide valuable insights and information to his readers.

QuoteWerks Overview

• 1Why this product is good
• 2Product Details
• 3What are the advantages of using QuoteWerks ?
• 4What industries are best suited for this solution?
• 5Prices
• 6Is there anyone else out there?
• 7Valuable Insight From Real Customers
• 8FAQs