Integrating Quotewerks with QuickBooks Desktop

Your solution to decluttering your QuickBooks with items you quote, but don’t sell, can be rectified with Quotewerks, a software that we use tirelessly every day in our own business. You can keep your salespeople out of accounting, and close deals faster with the implementation of QuoteWerks.

You can create dynamic options for your customers to choose from and know each time they view their quotes. Customers can also electronically sign and make payments, and you can create Quotevalet mobile templates to use for any potential customer on your website or emails, so they can purchase your products or services at their convenience.

If your road warriors need quick easy access to generate professional quotes in their mobile office, Quotewerks creates interactive quotes and proposals. We can host your software so that any user can have access to the software that they need on any device, anywhere. Hosted Quotewerks even integrates seamlessly with your Quickbooks Desktop, so that you aren’t tied to a certain computer, and there is no longer a need to re-enter duplicate information. The QuoteWerks integration with QuickBooks Desktop enables you to create Estimates, Sales Orders, Invoices, and Purchase Orders from your documents in QuoteWerks. When quotes become orders, QuoteWerks creates your customers, products, and invoices for you inside of your QuickBooks Desktop.

Quotewerks also integrates with your CRM and many other products. QuoteWerks is a turn-key quoting and proposal solution with over 83,000 Users in 101 countries. What sets QuoteWerks apart is its 55+ integrations with CRM, Accounting, Distributors, FedEx/UPS, Leasing, Sales Tax, Microsoft Word, Dell, Cisco, HP and CDW.

Read more about our hosted Quotewerks – We are located in Sugar Land Texas, however, we provide hosting for our Quotewerks and QuickBooks customers all across the United States, and around the world, including but not limited to France and Cypress.

Please ask us if you would like a quote for either software or hosting. Email us or call (713)662-3994. We would love to help you decide if Quotewerks is right for you.