QuoteWerks CPQ Recognized as a BetterTracker Finance Category Leader for Q2 2026
We’re pleased to share that QuoteWerks has been recognized as a BetterTracker Category Leader for Finance for Q2 2026.
BetterTracker's Category Leader recognition highlights vendors based on BetterTracker performance signals and MSP engagement.
For QuoteWerks, the Finance recognition highlights an important part of CPQ that can sometimes be overlooked: many of the financial decisions that determine the profitability of a sale happen before the customer ever accepts the quote.
The Financial Side of CPQ
CPQ stands for Configure, Price, Quote, and pricing is obviously part of that process. But the financial impact of CPQ goes considerably further.
Every quote can involve questions such as:
- What does the product or service cost?
- What price should the customer pay?
- What margin will the business earn?
- Has the cost changed since the product was last quoted?
- Which products and services represent recurring revenue?
- Does a discount require approval?
- How will the customer pay?
- What needs to happen after the customer accepts?
For MSPs, VARs, and other technology solution providers, those questions can become particularly complex. A single proposal might include hardware sourced from multiple distributors, professional services, software licenses, recurring managed services, optional items, and customer-specific pricing.
QuoteWerks is purpose-built CPQ software designed to help businesses manage those decisions as part of the quoting process.
Sales teams can maintain visibility into product costs and margins, apply pricing processes, retrieve current pricing and availability from IT distributors, and better understand the economics of a deal before the quote reaches the customer.
Protecting margin starts before the sale.
More Choice in How Customers Pay
The financial process doesn't end when the customer accepts the quote.
For many businesses, the next step is payment.
QuoteWerks and QuoteValet support more than 80 payment gateways, giving businesses broad flexibility in how they accept and process customer payments. QuoteValet also supports ACH and bank-based payment methods.
That flexibility includes payment solutions popular within the MSP and IT channel, such as ConnectBooster, Benji Pays, and Alternative Payments, as well as widely used options including Stripe, Clover, QuickBooks Payments, PayPal, Authorize.Net, and many others.
That breadth of choice is deliberate.
Many quoting and proposal platforms support only a limited selection of payment providers. QuoteWerks takes a different approach.
Businesses may choose a payment provider based on processing costs, existing banking relationships, accounting workflows, geographic requirements, or simply because they already have a payment solution that works well for them.
Your CPQ software shouldn't dictate which payment provider your business has to use.
QuoteWerks and QuoteValet are designed to give businesses the flexibility to use a payment solution that fits their requirements rather than making the payment provider another decision dictated by their software platform.
Connecting CPQ with the Financial Systems Around It
That philosophy extends beyond payments.
QuoteWerks offers more than 115 native integrations across CRM, PSA, accounting, IT distributor, payment, and other business applications. With Zapier, QuoteWerks Web extends that flexibility even further, enabling the QuoteWerks community to connect its quoting process with more than 9,000 additional applications.
An MSP can use its CRM or PSA as the system of record, its preferred distributors for product sourcing, its accounting platform for financial accounting, and its preferred payment provider for collecting payments while QuoteWerks handles the specialized CPQ and quoting process connecting them.
Your stack shouldn't dictate your CPQ. And your CPQ shouldn't dictate the rest of your stack.
This independence gives businesses the flexibility to choose technology based on what works best for each part of their operation rather than having to move more of their business into a single software ecosystem.
That's particularly important as all-in-one platforms become more common. Consolidating vendors can offer benefits, but it can also mean accepting the quoting, payments, accounting integrations, and other capabilities available within that ecosystem.
QuoteWerks takes a different approach: be purpose-built for CPQ while working with the systems customers choose for everything else.
Purpose-Built for Quoting Across Industries
QuoteWerks has worked with MSPs, VARs, system integrators, and other technology solution providers for decades. While the BetterTracker recognition reflects QuoteWerks' strong presence in the MSP community, QuoteWerks is used across virtually every industry where businesses need to create structured quotes and proposals.
From technology and professional services to manufacturing, distribution, telecommunications, security, AV, equipment sales, and beyond, the fundamentals of quoting remain remarkably consistent: businesses need to configure the right solution, establish accurate pricing, protect margins, and create a professional proposal.
The products, services, pricing models, payment technologies, and systems businesses use to run their operations continue to change.
The need to create accurate and profitable quotes doesn't.
That's why QuoteWerks continues to invest in QuoteWerks Desktop, QuoteWerks Web, QuoteValet, native integrations, automation, and new CPQ capabilities designed to simplify complex quoting and connect it with the rest of the business.
We're pleased to have QuoteWerks recognized as a BetterTracker Category Leader for Finance for Q2 2026, and we'll continue helping MSPs and businesses across industries make better pricing decisions, protect their margins, give customers more payment choices, and connect CPQ with the financial systems around it.
Learn More
- Learn more about QuoteWerks CPQ and quoting software for MSPs, VARs, and IT providers
- Explore QuoteWerks payment options
- Explore QuoteWerks accounting integrations
- Explore all QuoteWerks integrations
Frequently Asked Questions
Why was QuoteWerks recognized in the Finance category?
QuoteWerks is purpose-built CPQ software that helps businesses manage many of the financial decisions involved in quoting, including product costs, pricing, margins, discounts, recurring revenue, payments, and connections with accounting and other business systems.
Does QuoteWerks support payment processing?
Yes. QuoteWerks and QuoteValet support more than 80 payment gateways, including payment solutions used by MSPs and IT providers as well as widely used options such as Stripe, Clover, QuickBooks Payments, PayPal, and Authorize.Net.
Is QuoteWerks only for MSPs and IT companies?
No. QuoteWerks has a strong presence among MSPs, VARs, and other technology solution providers, but QuoteWerks is used across virtually every industry where businesses need to create structured quotes and proposals, including manufacturing, professional services, distribution, telecommunications, security, AV, equipment sales, and more.