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The way quoting should be…
The Market Leading Sales Quoting and Proposal Solution
Create Professional, Detailed Quotes and Proposals in Minutes
Seamless Integrations with CRM/PSA Systems
Retrieve customer information, automatically create and keep sales to date, schedule follow-up calls, and much more with your CRM/PSA solution.
Automatically create Estimates, Invoices, Sales Orders, Purchase Orders and create and update items including customer information to eliminate duplicate entries.
Know when quotes are viewed, accepted and paid
QuoteValet sends email and dashboard notifications when documents are viewed and provides a vehicle for electronic acceptance, signature and payment for all quotes.
Product and Services Management
Import items from spreadsheet or link to existing database of items. Easily search for products and services by keyword, part number, vendor and more.
Distributor Real-Time Pricing and Availability
Retrieve real-time pricing and availability from IT Distributors such as Tech Data, Ingram Micro, Synnex, D&H, Comstor and more with a click of a button.
Recurring Revenue Support
Quote Products and Services that recur weekly, monthly, quarterly, annually and run reports on recurring revenue.
Customizable Print Templates
Use Microsoft Word or the QuoteWerks Layout Designer to customize your customer facing templates for professional, branded quote and proposal documents