With QuoteWerks v25, the quoting experience just took another major step forward.
At CloudTop Office, we’re continuing our commitment to deliver the best hosting solution, whether you’re using QuoteWerks Desktop or QuoteWerks Web.
This latest release builds on everything users already love about QuoteWerks: reliability, flexibility, and deep integrations with the tools businesses depend on every day, from QuickBooks and Zoho CRM to Act! CRM and Salesforce.
Version 25 is designed for speed, simplicity, and connection, delivering new features that help your team quote faster, automate smarter, and look sharper.
Highlights from QuoteWerks v25 (Builds 3 & 4)
Here’s what’s new and why it matters.
Rich Text Editing and the New Web Layout Designer
Quote creation and document presentation just got a major upgrade.
With Rich Text Editing, you can now add styled text, highlights, and enhanced formatting directly inside QuoteWerks Web without using an external editor. Combine that with the new Web Layout Designer, and you have full creative control over your templates and proposal layouts right from the browser.
It’s a huge win for teams that need polished, branded quotes without relying on Desktop-only tools or third-party editors.
AI Scripting Assistant for Automation
Automation has always been one of QuoteWerks’ most powerful strengths, and the new AI Scripting Assistant takes it to another level.
Instead of writing complex scripts from scratch, you can now describe what you want your automation to do in plain language, and the AI generates the script for you.
Need to trigger an email when a quote is approved? Automatically calculate discounts for specific product groups? The AI Assistant makes it easier than ever.
Pax8 Marketplace Integration
Cloud quoting just became simpler.
With the new Pax8 integration, QuoteWerks users can browse the Pax8 Marketplace in real time, add cloud products to quotes with one click, and automatically sync SKUs for PSA systems like ConnectWise or Autotask.
It’s fast, seamless, and ideal for MSPs and IT resellers looking to simplify subscription-based quoting and provisioning.
Expanded CRM Integrations
Version 25 continues to strengthen QuoteWerks’ role as the quoting hub for modern businesses.
New and improved integrations now support:
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Zoho CRM
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Salesforce
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Act! CRM
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HubSpot CRM
These updates mean smoother data syncing, faster quote-to-opportunity linking, and more accurate forecasting. Whether your team manages sales in Salesforce or customer service in Zoho, your quoting process just became more connected and reliable.
QuoteWerks v25 and CloudTop Hosting
As always, CloudTop Office fully supports and hosts the latest version of QuoteWerks for both Desktop and Web users.
When you host QuoteWerks with us, you get:
- A fully optimized environment for QuoteWerks v25
- Nightly backups and advanced data protection
- 24/7 uptime and U.S.-based support from real people who use QuoteWerks daily
We handle the hosting, performance, and updates so you can focus on what matters: quoting faster and closing more deals.
Stay Ahead with QuoteWerks v25
Version 25 isn’t just an update. It’s another step forward in making quoting more powerful, efficient, and intuitive.
And when paired with CloudTop Office hosting, it becomes part of a complete, secure workflow that helps your team move from quote to close without disruption.
📞 Call CloudTop Office today at (713) 662-3994, or visit cloudtopoffice.com to learn how we can help you upgrade to QuoteWerks v25 or optimize your hosted setup.
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