QuoteWerks v25 Build 4 Release

What’s new?
You can now format your notes and descriptions in Rich Text inside QuoteWerks Web. That means you’re no longer limited to plain text—bring your content to life with:

Bold, italics, underline, and strike-through

Text alignment, bullet points, and indentation

Tables, hyperlinks, and font styling (size, type, and color)

Highlighting with background colors

Whether you’re writing a compelling Introduction, polishing a Closing Note, or building out a professional Statement of Work, you now have the tools to make your message clearer and more engaging.

Why it matters for you:

Win more deals with proposals that look sharp and professional.

Communicate more effectively with internal notes that are structured and easy to read.

Save time by creating polished content directly in QuoteWerks Web without jumping to another editor.

What’s new?
The Web Layout Designer brings a modern upgrade to how you design and deliver your quotes, proposals, and contracts. Compared to the classic Desktop Layout Designer, the new Web Designer adds:

Watermarks for a polished, professional touch

Full edge-to-edge (bleed) printing for cleaner designs

Rich Text & hyperlinks for more engaging content

Keep Together controls for perfectly organized layouts

Grid snapping to align elements with ease

Copy/paste across layouts for faster customization

And here’s the kicker:
➡️ Generating output with a Web Layout is up to 10x faster than using Desktop Layouts.

Why it matters for you:

Close deals faster with lightning-quick, client-ready documents.

Elevate your brand with modern, professional layouts that look as good as they read.

Save time designing proposals with intuitive tools built right into QuoteWerks Web.

What’s new?
With this powerful integration, you can:

Search and add active Pax8 subscriptions directly from the Document Items tab.

Automatically map Pax8 fields like Description, Part Number, and Price into your QuoteWerks line items.

Build Pax8 part numbers dynamically based on Billing Cycle and Commitment terms.

Default the ItemType for Pax8 items for even faster setup.

Why it matters for you:

Save time and eliminate manual data entry.

Reduce errors by pulling data straight from Pax8.

Accelerate your sales cycle with a seamless quoting process.

Requirements: Active Real-time Module and Product Content Subscription.

Event Scripting enables you to create automated workflows that trigger at key moments in your quoting process. Whether you need to ensure certain fields are completed before a quote is sent to a customer, prevent incompatible products from being sold together, or integrate with external systems, Event Scripting provides the flexibility to customize QuoteWerks Web to match your exact business requirements.

Learn More