Organise your product information
Build a useful foundation for quoting from your catalogues and pricing.
QuoteWerks · Australian advice, setup & training
QuoteWerks.
Make quoting consistent.
We help you review QuoteWerks, organise product information and configure quote templates, with training to help your team use the system confidently.
Distributed and supported by Takeoff & Estimating
PUT OUR EXPERIENCE TO WORK
How we help you get more
from QuoteWerks.
Create consistent quotations
Shape document templates around the information and branding your customers need.
Train your sales team
Develop confidence with a repeatable quoting process that fits your business.
What you can do with QuoteWerks.
QuoteWerks supports sales quoting for businesses working with product catalogues and structured pricing. Build a more consistent quoting process and present clear, professional quotations to your customers.
Organise products and services
Import price lists and combine products or services into reusable bundles.
Shape your proposals
Use the layout designer or Word templates for branded quotes and multi-page proposals.
Control the sales process
Use approval requirements and document history to support consistent quoting.
Connect business systems
Explore supported CRM, PSA and accounting integrations around your existing workflow.
Deliver quotes online
QuoteValet offers online quote review and acceptance. Confirm the extension and configuration your business needs.
Follow through to purchasing
Create purchase orders from approved quotes; electronic ordering depends on supported vendors.
Find your fit
Is QuoteWerks
right for your team?
A useful fit for suppliers and sales teams whose quoting process centres on product catalogues, supplier pricing and repeatable proposals.
Let’s discuss your workflowA few useful answers
About QuoteWerks.
Can you help if we already use QuoteWerks?
Yes. We support existing users as well as new customers. Tell us about your current setup and what you’d like to improve.
Is QuoteWerks available in a browser?
QuoteWerks offers Web, Desktop and Hybrid options. We can help compare the deployment and integration requirements for your team.
Will it connect to our CRM or supplier?
Compatibility depends on the system, edition and region. Give us the exact products and supplier accounts you use so we can check the fit.
Are QuoteValet and other extensions included?
Confirm the proposed licence, extensions and implementation scope before purchasing. Online delivery, content services and other options should be assessed against your actual quoting needs.
Is QuoteWerks for measuring construction plans?
QuoteWerks focuses on sales quoting. If your first priority is measuring drawings, we can help you explore a takeoff product and discuss your wider quoting workflow.
Can quotation templates reflect our branding?
Yes. We offer custom template services and can discuss the layout, information and branding you need on your quotations.