QuoteWerks

QuoteWerks helps sales teams create professional quotes and proposals faster while keeping Salesforce at the center of the sales process.

Designed for businesses that need more quoting capability than a CRM alone provides, QuoteWerks enables teams to configure products and services, manage pricing and discounts, generate professional proposals, obtain approvals, and streamline the quote-to-close process.

The QuoteWerks integration with Salesforce lets sales reps create quotes using Salesforce customer and opportunity information while keeping quote details and opportunities updated. This reduces duplicate data entry and improves visibility throughout the sales process.

QuoteWerks also integrates with accounting systems, payment providers, distributors, and other business applications. IT solution providers and MSPs can access distributor product information, availability, and pricing within their quoting workflow.

With QuoteValet, customers can review, comment on, electronically sign, accept, and pay for quotes online while sales teams track customer activity.

QuoteWerks helps businesses quote faster, improve accuracy, and turn Salesforce opportunities into closed business.