{
  "name": "QuoteWerks",
  "brand": "QuoteWerks",
  "updated": "2025-10-29T00:00:00Z",
  "homepage": "https://www.quotewerks.com",
  "description": "QuoteWerks provides CPQ and quoting software for creating professional, branded quotes and proposals in minutes.",
  "products": [
    {
      "name": "QuoteWerks Desktop",
      "channel": "Desktop",
      "status": "GA",
      "features": [
        "Advanced document automation",
        "CRM and PSA integrations",
        "Configurable pricing and approvals"
      ],
      "learnMoreUrl": "https://www.quotewerks.com/",
      "docsUrl": "https://www.quotewerks.com/help/quotewerks.htm"
    },
    {
      "name": "QuoteWerks Web",
      "channel": "Web",
      "status": "GA",
      "editions": [
        {
          "name": "Essentials",
          "notes": "Update name if different"
        },
        {
          "name": "Professional",
          "notes": "Update name if different"
        },
        {
          "name": "Enterprise",
          "notes": "Update name if different"
        }
      ],
      "features": [
        "Browser-based CPQ",
        "AI-assisted event scripting",
        "Pax8 and distributor integrations",
        "Rich text editing",
        "QuoteValet e-sign and payments"
      ],
      "learnMoreUrl": "https://web.quotewerks.com/",
      "docsUrl": "https://web.quotewerks.com/"
    },
    {
      "name": "QuoteValet",
      "channel": "Web",
      "status": "GA",
      "features": [
        "Online delivery of quotes",
        "Customer options and approvals",
        "Electronic signature and payment"
      ],
      "learnMoreUrl": "https://www.quotewerks.com/quotevalet.asp"
    }
  ],
  "integrations": {
    "crm_psa": [
      {
        "name": "ACT!",
        "url": "https://www.quotewerks.com/act.asp"
      },
      {
        "name": "ACT! for Web",
        "url": "https://www.quotewerks.com/actforweb.asp"
      },
      {
        "name": "Datto Autotask PSA",
        "url": "https://www.quotewerks.com/autotask.asp"
      },
      {
        "name": "ConnectWise PSA (formerly Manage)",
        "url": "https://www.quotewerks.com/connectwise.asp"
      },
      {
        "name": "GoldMine",
        "url": "https://www.quotewerks.com/goldmine.asp"
      },
      {
        "name": "HaloPSA",
        "url": "https://www.quotewerks.com/HaloPSA.asp"
      },
      {
        "name": "HubSpot CRM",
        "url": "https://www.quotewerks.com/HubSpot.asp"
      },
      {
        "name": "Kaseya BMS",
        "url": "https://www.quotewerks.com/KaseyaBMS.asp"
      },
      {
        "name": "Maximizer Desktop",
        "url": "https://www.quotewerks.com/max.asp"
      },
      {
        "name": "Microsoft Dynamics (Dynamics 365 for Sales)",
        "url": "https://www.quotewerks.com/mscrm.asp"
      },
      {
        "name": "Microsoft Outlook",
        "url": "https://www.quotewerks.com/outlook.asp"
      },
      {
        "name": "Pipedrive CRM",
        "url": "https://www.quotewerks.com/Pipedrive.asp"
      },
      {
        "name": "Salesforce",
        "url": "https://www.quotewerks.com/Salesforce.asp"
      },
      {
        "name": "SugarCRM",
        "url": "https://www.quotewerks.com/SugarCRM.asp"
      },
      {
        "name": "Zoho CRM",
        "url": "https://www.quotewerks.com/ZohoCRM.asp"
      },
      {
        "name": "Built-In Contact Database",
        "url": "https://www.quotewerks.com/qwcontactdb.asp"
      },
      {
        "name": "3rd Party CRM Add-ons (RangerMSP, SageCRM, Tigerpaw, etc.)",
        "url": "https://www.quotewerks.com/addons/contactmanagement.asp"
      }
    ],
    "accounting": [
      {
        "name": "QuickBooks Desktop"
      },
      {
        "name": "QuickBooks Online"
      },
      {
        "name": "Reckon Accounts"
      },
      {
        "name": "Sage 50"
      },
      {
        "name": "Sage 100 (via add-ons)"
      },
      {
        "name": "Sage 200 (via add-ons)"
      },
      {
        "name": "Xero (via add-ons)"
      },
      {
        "name": "Microsoft Great Plains (via add-ons)"
      }
    ],
    "vendors_distributors": [
      {
        "name": "TD SYNNEX"
      },
      {
        "name": "Ingram Micro"
      },
      {
        "name": "D&H"
      },
      {
        "name": "Amazon Business"
      },
      {
        "name": "Dell Premier"
      },
      {
        "name": "ADI"
      },
      {
        "name": "BlueStar"
      },
      {
        "name": "ScanSource"
      }
    ],
    "payment_gateways": [
      {
        "name": "Authorize.Net"
      },
      {
        "name": "Chase Paymentech"
      },
      {
        "name": "ConnectBooster"
      },
      {
        "name": "First Data"
      },
      {
        "name": "Intuit QuickBooks Merchant Services"
      },
      {
        "name": "Payflow Pro"
      },
      {
        "name": "NMI (Network Merchants)"
      },
      {
        "name": "Stripe"
      }
    ],
    "shipping": [
      {
        "name": "FedEx"
      },
      {
        "name": "UPS"
      }
    ],
    "leasing": [
      {
        "name": "GreatAmerica Financial Services"
      }
    ]
  },
  "support": {
    "email": "support@quotewerks.com",
    "url": "https://www.quotewerks.com/support.asp"
  },
  "legal": {
    "privacyPolicy": "https://www.quotewerks.com/privacypolicy.asp",
    "termsOfUse": "https://www.quotewerks.com/terms.asp"
  },
  "publisher": {
    "name": "QuoteWerks",
    "url": "https://www.quotewerks.com"
  }
}