What

What Is QuoteWerks Web?

QuoteWerks Web is the cloud-based version of QuoteWerks  — purpose-built for teams who need flexibility without compromise.

With QuoteWerks Web, you can:

  • Create and send quotes directly from your browser
  • Access real-time product and pricing data
  • Collaborate with your team remotely
  • Track customer interactions and quote status
  • Accept electronic signatures and payments with QuoteValet

Whether you call it sales quoting software, proposal software, or a CPQ (Configure, Price, Quote) platform, QuoteWerks Web delivers a proven, affordable, and integration-rich solution for businesses of all sizes.

Create Quotes anywhere with QuoteWerks Web
Why

Why Choose QuoteWerks Web as Your Quoting Software?

  1. Cloud Convenience, QuoteWerks Reliability
    Access all your quoting data from anywhere — powered by the same engine trusted by over 35,000 users worldwide.
  2. Speed & Accuracy
    Generate accurate quotes and proposals in minutes using pre-configured templates, pricing rules, and product lists.
  3. Seamless Integrations
    Connect your favorite CRM, PSA, and accounting tools — including Microsoft Dynamics, Zoho, HubSpot, ConnectWise, Autotask, and more.
  4. Proven CPQ Expertise
    Decades of innovation in the quoting and CPQ software market means you get more than a tool — you get a trusted partner in your sales process.

30 +

Years Of Experiences

115 +

Integrations

35000 +

QuoteWerks Users

100 +

Countries
There is a reason QuoteWerks is the Market Leading Sales Quoting solution for SMBs

QuoteWerks Web Native Integrations

QuoteWerks seamlessly integrates with the most powerful CRM/PSA and accounting systems, enabling you to easily and accurately integrate your important sales data directly into these solutions for forecasting and reporting. It's a great fit for any size company in any industry!
Pipedrive and QuoteWerks
Autotask-PSA-Datto-QuoteWerks
ConnectWise CPQ Solution
salesforce Quoting for SMBs
MSP CPQ for HaloPSA
Better HubSpot quotes with QuoteWerks
Act! for Web and QuoteWerks Quoting
SugarCRM and QuoteWerks CPQ
QuoteWerks integrates with ZohoCRM
QuickBooks Online Integration for QuoteWerks

Frequently Asked Questions

What is CPQ and why does my business need it?

CPQ stands for Configure-Price-Quote. It automates and streamlines the process of configuring products or services, pricing them correctly and generating a professional quote or proposal. With QuoteWerks Web, you can reduce errors, close deals faster and improve margins by using built-in pricing logic, product bundles and integrations with your CRM/ERP.

How quickly can I generate a quote using QuoteWerks Web?

You can generate a fully-formatted quote in minutes rather than hours. QuoteWerks Web provides pre-built quote templates, product lookup, and workflow automation so your sales team spends less time in spreadsheets and more time selling.

Can QuoteWerks Web handle complex product configurations or bundles?

Yes — complex configurations are a core strength. You can create bundled products, optional items, automated pricing overrides, margin calculations, approvals and even link proposals to e-signature or payment collection workflows.

Does this integrate with my CRM and accounting systems?

Absolutely. QuoteWerks Web supports integrations with many popular CRMs (like Microsoft Dynamics, Salesforce, HubSpot) and accounting systems like QuickBooks Online. This ensures quoting and proposals stay in sync with your customer data and financial systems, avoiding duplication and manual errors.

How are proposals created and delivered to clients?

After configuring and pricing the solution, you can generate a professional proposal in PDF or interactive web format, send it via email, track when it’s viewed/accepted and collect signatures and payments. This creates a smooth quote-to-cash experience.

How scalable is QuoteWerks when my company grows?

QuoteWerks Web is designed to scale. Whether you have 5 users or 500, the same configuration capabilities apply. You can add more integrations, automate more workflows, and support more complex product catalogues or geographies as your business expands.

What support and training are available for QuoteWerks?

We provide QuoteWerks documentation, training webinars, onboarding support and a dedicated support team. For custom workflows or integrations our services team can assist too — so you’re not left to figure it out alone.

How much does it cost and what is the QuoteWerks ROI?

Pricing varies by user-count, modules and integrations. But the ROI is demonstrable: fewer manual errors, faster time-to-quote, higher win-rates, better margins and less time wasted by your team. Try our ROI Calculator!