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The Complete Guide to Hosting QuoteWerks in the Cloud

June 25, 2026 by Stacy Wanjiku
Category: Accounting, General

QuoteWerks hosting puts your licensed QuoteWerks Desktop on a managed cloud server, so your sales team can build quotes from any device without a server in the office. You keep the full Corporate Edition feature set, your add-ons, and your existing database. Nothing gets stripped down to fit a browser.

CloudTop Office has run QuoteWerks in-house since 2008, paired with Act! and QuickBooks, and we host it for sales teams across the country. This guide walks through what hosting is, which editions and add-ons it supports, how it compares to QuoteWerks Web, what it costs, and how to choose a provider you can hand your pipeline to.

Key takeaways

  • QuoteWerks hosting runs your real QuoteWerks Desktop on a cloud server you reach from any device, not a different product.
  • Any edition works, including Corporate with its SQL backend, along with the add-ons and integrations many commodity hosts refuse to touch.
  • Hosting keeps the full Desktop feature set; QuoteWerks Web trades some of that depth for a pure browser experience.
  • CloudTop Office is a Top 10 QuoteWerks Partner (2017 to 2024) and runs QuoteWerks, Act!, and QuickBooks together in one cloud workspace.
  • Pricing is custom and per user, bundling hosting, support, backups, and updates, with no hidden fees.

What is QuoteWerks hosting?

QuoteWerks hosting means your real QuoteWerks Desktop software runs on a secure cloud server that your team reaches over a remote connection. You are not switching to a lighter web tool or rebuilding your quotes from scratch. It is the same application and the same database you already use, moved off the office server and into a data center.

CloudTop delivers it as a published app or a full virtual desktop through Citrix or Parallels RAS. Each user installs a small connection plugin, signs in, and QuoteWerks opens as if it were running on their own machine. The work happens on the server in Microsoft Azure; the screen and keyboard live wherever the person is sitting.

Why host QuoteWerks in the cloud?

Hosting solves the problems that show up once QuoteWerks lives on an office server or a single back-room PC. A rep traveling to a client site can open the same quote database their colleague is editing in the office, with both sets of changes landing in real time. No VPN to fight with, no emailing copies of a quote file around, no waiting until you are back at your desk.

It also takes the server off your plate. Patching, hardware failures, and the slow decline of a five-year-old box all become someone else’s responsibility. Your data sits in a staffed data center with automated daily backups, so a dead drive in the office no longer threatens your sales history.

Which QuoteWerks editions and add-ons can you host?

You can host any QuoteWerks edition, including Standard, Professional, and Corporate, along with the SQL Server backend that Corporate Edition uses for larger teams. Moving to the cloud does not force you onto a different license tier or make you give up features you rely on.

Add-ons are where hosting often falls apart with a generic provider, and where it matters most for a quote-driven business. CloudTop supports the connections QuoteWerks depends on: links to Act!, QuickBooks, and Salesforce, online quote delivery tools, and the third-party utilities your team has built into its process. A commodity host will run the server and stop there. We troubleshoot the QuoteWerks side too, because we use the same integrations ourselves.

Hosted QuoteWerks Desktop vs QuoteWerks Web: which fits your sales team?

Hosted QuoteWerks Desktop gives you the complete application your team already knows, reachable from anywhere. QuoteWerks Web is the vendor’s browser-based product, lighter to access but narrower in what it does. The right choice depends on how much of QuoteWerks your reps actually use day to day.

Hosted QuoteWerks Desktop vs QuoteWerks Web
FactorHosted QuoteWerks DesktopQuoteWerks Web
What you runYour full licensed Desktop application on a cloud serverA browser-based version with a reduced feature set
Feature depthComplete: every Desktop feature, layout, and reportCore quoting; some advanced Desktop functions are not available
Add-ons and integrationsBroad support, including custom and third-party toolsLimited to what the web product supports
AccessConnection plugin on each device, then it opens like a local appAny modern browser, no install
Best forTeams that use QuoteWerks heavily and rely on add-onsLight users who need basic quoting on the go

For most established sales teams, hosting the Desktop edition keeps the depth they have built around over the years while removing the office-server tether. If your reps only touch a handful of basic features, the web product can be enough on its own. We cover that decision in more detail in our companion comparison of QuoteWerks Web and hosted Desktop.

Can you run QuoteWerks with Act! and QuickBooks in one cloud workspace?

Yes. CloudTop hosts QuoteWerks, Act!, and QuickBooks together in a single cloud environment, which is the same stack we run internally. Your reps quote in QuoteWerks, pull contact history from Act!, and push accepted orders into QuickBooks without juggling three disconnected logins or three different machines.

Running the stack in one place also keeps the integrations stable. When QuoteWerks talks to a hosted Act! CRM and QuickBooks Desktop hosting inside the same managed setup, there is one team responsible for all of it instead of finger-pointing between vendors when a sync breaks.

How QuoteWerks cloud hosting works

Moving QuoteWerks to a hosted server follows a clear path. Most teams are live within days, not weeks, depending on database size and the number of add-ons.

  1. Review your setup. We confirm your edition, user count, database type, and the add-ons and integrations in play.
  2. Provision the environment. We build your secure space in Microsoft Azure, sized to your team.
  3. Migrate your data. Your QuoteWerks database, templates, and custom layouts move over intact.
  4. Connect your devices. Each user installs the lightweight connection plugin and signs in.
  5. Test and go live. We validate add-ons and integrations with you, then hand off with support standing by.

Is your QuoteWerks data secure in the cloud?

Your QuoteWerks data sits in Microsoft Azure data centers in U.S. regions, with automated daily backups, multi-factor authentication, encryption, and hardened remote access. A staffed environment and real recovery routines mean a hardware failure or a lost laptop does not put your quote history at risk.

For sales teams that sit close to finance data, the same controls support the security expectations your clients and partners bring. If you operate under specific frameworks such as the FTC Safeguards Rule, we can walk through how the environment is built around those controls before you commit.

How to choose a QuoteWerks hosting provider

Not every cloud host can run QuoteWerks well, and fewer can support the add-ons that make it useful. Use this checklist when you evaluate providers.

QuoteWerks hosting buyer’s checklist

What does QuoteWerks hosting cost?

QuoteWerks hosting is priced custom and per user, and a single plan bundles the hosting, U.S. support, daily backups, security, and software updates. The total depends on your edition, how many people need access, your database size, and the add-ons you run, so a flat sticker price rarely reflects what a real team needs.

What stays consistent is the structure: transparent, per user, no hidden fees, and built around the software you already run. Get a personalized quote and we will size a plan to your team rather than push you into a tier that almost fits.

Why teams host QuoteWerks with CloudTop Office

CloudTop Office is a Top 10 QuoteWerks Partner (2017 to 2024) and has used QuoteWerks in-house, alongside Act! and QuickBooks, since 2008. We have hosted business software since 2000 for more than 500 businesses, with 100 percent U.S.-based support and direct Intuit Tier-3 access for the QuickBooks side of the stack. Founder Jon Klubnik spent eight years supporting Space Shuttle flights at NASA’s Mission Control before starting the company, and that engineering discipline still shapes how we run systems.

The short version: we know QuoteWerks as users, not only as a workload to host. For broader vertical or legacy Windows-app hosting, our sister brand CloudTop SaaS covers that ground, while CloudTop Office stays focused on the named applications sales and finance teams run every day.

Frequently asked questions

Can I host QuoteWerks Corporate Edition in the cloud?

Yes. Corporate Edition and its SQL Server backend run in a hosted environment without losing functionality. CloudTop sizes the server to your user count and database so multi-user performance holds up under daily quoting.

Does hosted QuoteWerks support my add-ons, like Act!, QuickBooks, and Salesforce links?

Yes. Hosting supports the integrations QuoteWerks relies on, including connections to Act!, QuickBooks, Salesforce, online quote delivery, and third-party utilities. CloudTop supports these on the application side, not only the server.

Is hosted QuoteWerks the same thing as QuoteWerks Web?

No. Hosted QuoteWerks is your full Desktop application running on a cloud server you reach with a connection plugin. QuoteWerks Web is the vendor’s browser product with a narrower feature set. Hosting keeps the complete Desktop experience.

Can my whole sales team use QuoteWerks remotely at the same time?

Yes. Multiple users connect to the same hosted environment and shared database at once, with changes syncing in real time. The server is sized so concurrent use stays responsive.

How long does migrating QuoteWerks to a hosted server take?

Most teams go live within a few days. The timeline depends on database size and the number of add-ons that need testing. CloudTop handles the database, templates, and custom layouts during the move.

Will I keep my custom templates and configurations?

Yes. Your templates, custom layouts, and configurations migrate intact, so the hosted version looks and behaves like the QuoteWerks your team already uses.

Move QuoteWerks to the cloud with a team that uses it

If your sales team needs QuoteWerks from anywhere, with the add-ons intact and the office server retired, CloudTop Office can host it. Get a personalized quote or book a consultation, and we will build a plan around the software you already run.

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