The Grid Advantage

Familiar, Fast, and Immediately Productive

If your team currently quotes in Excel or Google Sheets, QuoteWerks feels instantly natural.

You get the same clean, grid-based workflow your best reps already think in, combined with the safeguards, automation, and control of a modern CPQ built for real-world quoting.

The grid keeps everything in one place.
Pricing, cost, margin, discounts, vendor data, and totals are visible at the same time across dozens or hundreds of line items without tabs, pop-ups, or constant context switching.

That clarity changes how teams work:

• You see more at once
• You move faster through complex quotes
• You spot pricing and margin issues before they become problems
• You stay accurate without slowing down

Many CPQ tools are designed to feel airy, with large cards, lots of whitespace, and minimal data per screen. QuoteWerks is designed for density with purpose so power users can think, compare, and adjust in real time.

The result is a quoting experience that scales with complexity instead of breaking under it.

The grid is not just familiar. It is what makes QuoteWerks one of the most efficient and powerful CPQ platforms on the market.

See More Line Items Without Losing Your Place

The grid shows the information that matters most — all at once:

Costs
Markups
Extended prices
Margins
Vendors
Descriptions
Custom fields

No bouncing between screens. No expanding drawers. No “next step” wizards.

You stay in flow, even with large or complex quotes.

Edit Multiple Rows at Once — a Huge Time Saver

This is one of the biggest performance wins for power users.

QuoteWerks lets you:

Select multiple rows
Apply a markup change across all selected items
Update pricing, discounts, or vendors in bulk
Move or reorganize groups of items instantly
Copy/paste blocks of line items

Whether you’re adjusting services, updating hardware bundles, or re-pricing an entire proposal, you do it in seconds, not minutes.

Other CPQ tools require dozens of clicks across multiple screens.
The grid handles it in one smooth action.

Inline Editing = Real Efficiency

Every line item can be edited directly:

Quantities
Markups
Unit prices
Extended prices
Part numbers
Custom fields

No pop-ups, no modal windows, no hunting for fields.

Just click, change, and move on.

It’s a workflow built for reps who value speed and accuracy.

Spreadsheet Power Without Spreadsheet Problems

You get all the strengths of a spreadsheet —
without the chaos that makes spreadsheets risky:

No broken formulas
No rogue versions
No accidental overwrites
No manual recalculations
Full audit trails and approval workflows

It’s everything Excel users love, backed by the control your business needs.

Built for Complex Quotes

From widgets to products and services, managed services to hardware, licensing, and large multi-vendor opportunities, the grid scales consistently:

10 line items
100 line items
1,000 line items

QuoteWerks stays fast and easy to navigate — no matter how big the quote gets.

Modern UI, Proven Workflow

QuoteWerks Web brings a more modern interface while preserving the grid that makes quoting faster and more accurate.

It’s not old — it’s optimized.

QuoteWerks uses a grid because it’s the fastest, most accurate way to build quotes at scale. It’s familiar like Excel, powerful like CPQ, and efficient in a way other interfaces can’t match.

Familiar Foundation

Most teams start in Excel or Google Sheets. With QuoteWerks, they don’t have to unlearn how to work — they can build quotes the way they already think.

Higher Line-Item Visibility

The grid shows more—more line items, more pricing details, more context. Users don’t lose their place like they do in multi-screen CPQ systems.

Inline Editing = Real Speed

No pop-ups. No side panels. No multi-step wizards. Change your markup, quantity, or cost directly in the grid.

Prevents Errors

Seeing everything at once reduces pricing mistakes, duplicated entries, missing items, and manual errors.

Spreadsheet Power Without Spreadsheet Chaos

You get the speed of a spreadsheet without dealing with formulas breaking or version-control nightmares.

Scales With Complexity

As quotes grow—10 items, 100 items, more—the grid keeps users efficient. Other UIs slow down as the quote gets bigger.

Future-Proof

The grid is still here because it works. QuoteWerks Web continues evolving visually, but the performance advantage comes from the grid.

The QuoteWerks Grid Isn’t “Dated.” It’s Deliberate.

Every so often we hear this:
“QuoteWerks looks old. It’s just a grid.”

That grid is exactly why QuoteWerks is one of the most powerful and efficient CPQ platforms on the market.

Here’s the reality most people miss 👇

• The grid is optimized for speed, not screenshots
• It allows sales reps to compare, edit, and reason across dozens (or hundreds) of line items at once
• Pricing, margin, cost, discounts, and vendor data are visible without clicks, popups, or context switching
• Power users can quote faster because the interface stays out of their way

Many CPQ tools today are intentionally airy—large cards, lots of whitespace, and minimal data per screen.

That works until:
• Quotes get complex
• Multiple vendors are involved
• Margin actually matters
• Speed becomes the difference between winning and losing

The QuoteWerks grid was built for people who live in quotes all day, not for demo theater.

It’s the difference between:
• A spreadsheet power user vs a form-driven wizard
• A sales engineer mindset vs a marketing screenshot
• Real-world quoting vs “looks modern” quoting

Efficiency scales. Flash does not.

That’s why teams who care about accuracy, margin control, and speed stick with QuoteWerks.

And why the grid isn’t a limitation—it’s the advantage.

407-248-1481

sales@quotewerks.com