Success with Quoting Using QuoteWerks

a Great addition to Act! or Infor CRM

What is your time worth to create

GREAT proposals and quotes?

 QuoteWerks Partner Logo

QuoteWerks® enables companies in every industry to create detailed quotes and proposals with speed and efficiency (as seen in our guided screenshot tour). If you want to save time and money when quoting, selling, ordering, and purchasing products and services, you need QuoteWerks®   

QuoteWerks®  is used by companies of all sizes to streamline their current sales quoting process in order to provide their customers with detailed and professional sales quotes and proposals.

When was the last time you sent a quote to a prospect who stated they could finally read the quote and were clear about what they were going to buy?

That clarity for the buyer and productivity gain for the salesperson are key benefits of a professional quote.

Features and Benefits

Pulls contact information from your contact management software:

QuoteWerks integrates seamlessly with leading contact management software such as Act!,  and Microsoft Outlook.  This integration allows you to start quoting instantly using the lead and customer information already in your existing contact management software. 

You will never have to re-type your customer information, and no importing is required!  In addition to retrieving contact information from your contact manager, the innovative DataLink feature automatically pulls almost any other information from your contact manager into the quote

Full list of features- found here.

Approval workflow Customizable Branding Pricing Management
Audit Trail Discount Management Product Configurator
Automated Quoting Document Management Quotes/Estimates
Cataloging/Categorization eCommerce Management Renewal Management
Client Portal Electronic Signature Templates
Collaboration Tools Knowledge Base Management Version Control
Contact Management Pipeline Management  
Content Library Price & Cost Calculations  


Integration with QuickBooks

Using the Quickbooks link you can also retrieve lead and customer information from your accounting software.  If you do not use one of the above-mentioned contact managers, you can use the built-in contact database that comes with QuoteWerks.

Creates and maintains quotes of your products and services:

QuoteWerks allows you to quote products and services.  You can enter information directly into the quote "on-the-fly," and you can set up a list of products and services that you commonly use in your product databases.  You can set up a separate product database for each vendor that you purchase from and organize the products and services within each database using multiple-level folders.  If you already have lists of products and services, you can import them into the QuoteWerks product databases using the QuoteWerks Product Import Wizard.

Having an integrated product and services database allows you to accurately quote directly from your catalog. The ability to enhance the product catalog with additional fields such as full product descriptions and images makes the quote "POP."

Uses products and services stored in other programs (or uses built-in product database):

The Professional and Corporate Edition of QuoteWerks has the ability to link to a variety of external product data sources including any ODBC compliant data source (such as MS SQL, MS Access, Oracle, etc.)  This enables you to build quotes by selecting products or services from these databases in addition to the QuoteWerks product/service databases.

  • The powerful bundling features add groups of products to your quote with a single click.  This can save a tremendous amount of time. 
  • Using bundles (kits) ensures that you will never forget to include an item in the quote!


Customized quote layouts:

Use the QuoteWerks visual layout designer to format the layout of your quotes.   All companies have different formats for presenting the quote to their customer.  The built-in QuoteWerks visual layout designer gives you complete flexibility in designing the look of your printed quote

You can choose which information you would like to include in the quote and which information you would like to not include in the quote. You can insert company logos, pictures, lines, and boxes. You can set background colors, font colors, fonts, alignment--pretty much anything! If you prefer to include a picture of each line item in the quote, you can use the layout designer to control where you locate the picture, what size the picture will be, etc. 

On top of all this functionality, the QuoteWerks print layout designer also supports the creation of custom formulas.  You can create formulas that calculate lease payments based on the number of months, and the total sale amount of the quote.  You can create formulas that print a special message like "You are a valued customer" if the sale amount is over $1000.  You can create formulas that calculate a 50% down payment to display on the quote.  You can create almost any solution using this formula functionality! The layout designer is very powerful, flexible, and easy to use.

QuoteWerks comes with a default print layout for quotes, orders, invoices, sales orders, and purchase orders.

You can modify these existing print layouts, and/or create any print layout format you would like, such as work orders, packing slips, etc. The number of different print layouts you can create is limitless. Again, you have full control over what the end result will look like.

Creates and manages quote revisions:

QuoteWerks supports revising.  This feature enables you to open a saved quote, make changes, and then save it as the next revision.  QuoteWerks will then automatically save the quote with a new quote number that has either a numeric or an alpha suffix (like -01 or -A), and will update the contact management software links to refer to the most recent revision.  When converting quotes to orders, all revisions are now automatically flagged as superseded.  You can easily view the history of all revisions giving you a complete overview and control over all the revisions.

Go Mobile with QuoteValet:   


The mobile quoting solution for QuoteWerks - QuoteValet mobile is now available. QuoteValet Mobile is included in your QuoteValet subscription at no additional charge. QuoteValet mobile is a platform-independent mobile quoting solution for tablets and laptops.

Right from your iPad (or HTML5 compatible browser), you can create a quote for a customer onsite and email it to them while you are still with them. Particularly useful for quick small orders.

Once created, the QuoteValet engine takes over, allowing the customer to choose options, electronically sign, and pay by credit card.

30-second overview:



How to create your first quote:




Creating Templates in QuoteWerks

QuoteValet Mobile is template-driven. This video walks you through how to create a new template in QuoteWerks and submit it to QuoteValet. If you already use templates in QuoteWerks, you will also see how easy it is to use your existing templates with QuoteValet Mobile.




View more about QuoteValet-here

75,000 users can't be wrong.

With over 75,000 Users in 101 countries, QuoteWerks is the Market Leading sales quoting and proposal solution. What really sets QuoteWerks apart is its turn-key implementationaffordable pricinglegendary phone support, and most importantly the 55 integrations with CRM, Accounting, Distributors, FedEx/UPS, Leasing, Sales Tax, Microsoft Word, Dell, Cisco, HP, CDW, NewEgg, Provantage, Staples, and more.  

Various ways to Define your pricing strategies:

In all, QuoteWerks supports 9 different ways to price your products and services.  Enter price manually, gross margin, markup from cost, volume-based, customer-based price levels, etc.

Other key features include:

  • Capability to refresh a quote with the latest and best prices - when a quote comes off "hold."
  • Flexible line items to provide subtotals of grouped items, discount line items, "hide price" attribute, and show optional line items.
  • E-Mailing or faxing your quotes.
  • Copying and pasting groups of products.QuoteWerks logo
  • Sharing/synchronizing quotes between offices. 


Contact Julie at 269-445-3001 or email:  for a discussion on how you can improve productivity while producing great-looking and performing quotes.


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