QuoteWerks is a powerful quoting software designed for businesses aiming to enhance their sales efficiency. Ideal for sales teams, it offers features like real-time pricing, seamless CRM integration, and custom quote templates that set it apart, ensuring timely and accurate proposals.

What are the main features of QuoteWerks?

Real-time Pricing Updates

Stay ahead with the latest pricing information right at your fingertips. QuoteWerks integrates with major distributors to provide up-to-date prices and availability, ensuring accuracy in your quotes:

• Automated pricing updates directly from suppliers
• Compare prices from various sources
• Reduce errors with real-time data

Seamless CRM Integration

Enhance your customer relationship management by integrating QuoteWerks with your existing CRM systems. This feature ensures your quotes are consistently aligned with customer data:

• Synchronize customer data between platforms
• Easily track quote history within your CRM
• Automate communication for improved efficiency

Custom Quote Templates

Create engaging and professional quotes with customizable templates. QuoteWerks allows you to design quotes that reflect your brand’s identity:

• Design templates that suit your brand style
• Include dynamic elements such as pricing tables
• Provide personalized experiences for clients