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Simplified Quote Creation with QuoteWerks

  • QuoteWerks is specialized software used in every industry for creating sales quotes and proposals. Rather than using Microsoft Word or Excel to create your quotes and proposals, you can benefit from a tool that is specialized for this task of creating quotes and proposals, and Tech.Sell will help you set it up properly and get started on the right foot.

  • Tech.Sell has been a QuoteWerks partner for more than 10 years, so you’ll know you’re working with a qualified partner who can set you up and train your sales team to get the most from your QuoteWerks investment. QuoteWerks fits into your existing software environment. It works with the software where you store your customer information in, like Autotask, ConnectWise, GoldMine, Google Contacts, Maximizer, MS Dynamics CRM, Outlook, Outlook BCM, salesforce, SalesLogix, and SugarCRM, eliminating the need to re-type customer information. QuoteWerks also has its own built-in contact database.

Simple Setup

  • You can easily import your product information into QuoteWerks. QuoteWerks can link to product database sources like external databases, Excel spreadsheets, or text files. You can also just type product information directly into the quote. If you use QuickBooks or Peachtree, QuoteWerks can even quote products that you have stored in QuickBooks or Sage 50 - US Edition/Peachtree.
With our QuoteValet Add-on, you know when your customer views your quote, and your customer can sign electronically - no more signing and faxing, and you can collect credit card payments, including deposits. It integrates with your software like QuickBooks, Sage 50 - US Edition/Peachtree, or others through third-party accounting add-ons, so when those quotes become orders, you don’t have to re-enter them. Those orders can be submitted electronically to your vendors! All of this eliminates costly mistakes.
QuoteWerks has been empowering businesses for over 20 years, increasing their productivity and closing more sales by simplifying and speeding up their price quoting/proposal processes in the office and on the road. Contact us today to discuss QuoteWerks and its advantages for your company.