While the platform offers a wide range of capabilities, there are a few standout features that can have an immediate impact on your team’s efficiency, accuracy, and overall quoting experience.
Here are three powerful features you should be taking full advantage of:
One of the biggest advantages of QuoteWerks Web is the ability to access your quoting environment from anywhere, at any time. Because it’s entirely browser-based, your team can create, edit, and manage quotes without needing to install software or be tied to a specific machine. This is especially valuable for remote teams and sales reps in the field who need real-time access to customer information and quotes. It also simplifies IT management, since there’s no need to maintain local installations or manage version control across multiple devices. The result is a more agile sales team that can respond faster and keep deals moving forward regardless of location.
2. Modern Quote Delivery with QuoteValet
With QuoteValet, you can move beyond static PDF attachments and deliver interactive, web-based quotes that create a better customer experience. Instead of worrying about emails getting blocked or attachments being too large, customers receive a secure link where they can view the quote online. From there, they can interact with the quote by selecting optional items, adjusting item quantities, reviewing details, and accepting it electronically. This not only streamlines communication but also shortens the sales cycle by eliminating back-and-forth revisions and making it easier for customers to say yes.
Using QuoteValet is simple and efficient. Start by creating your quote in QuoteWerks, then click the Deliver button to open the Print, Share, Publish, and Deliver window. From there, select Upload to QuoteValet to begin the delivery process.
Within the QuoteValet window, you can configure options such as electronic signing and automated reminders. Once everything is set, click Upload to publish your quote.
After the upload is complete, you can immediately email the quote to your contact directly from QuoteWerks. You also have the flexibility to customize your message or use a pre-built email template for a faster, more consistent communication experience.
The final quote is delivered as an interactive, web-based experience that allows customers to review details, select options, electronically sign, and even submit payment, all in one place.
First impressions matter, and your quotes are often a direct reflection of your business. The Layout Designer in QuoteWerks Web allows you to create clean, professional, and fully branded PDF documents that align with your company’s identity. You can customize layouts, incorporate logos, control formatting, and structure information in a way that’s easy for customers to understand. Beyond aesthetics, this also improves clarity, helping customers quickly grasp pricing, options, and value. A well-designed quote not only looks better but can also accelerate decision-making and improve your chances of closing the deal.
To access the Layout Designer simply click on Setup then Layout Designer from the left navigation panel. Once open you can begin designing your customized PDF outputs.
For more information on how to use the Layout Designer, see the Layout Designer playlist on YouTube.
With QuoteWerks Web, these features work together to create a faster, more efficient, and more professional quoting process. By leveraging them effectively, you can reduce manual effort, improve the customer experience, and empower your team to close deals with confidence.
If you’d like to learn more or see these features in action, feel free to reach out—we’re here to help.
If you have any questions, call us at 407-248-1481 to speak with one of our representatives today, available 9AM-5PM Eastern, Monday through Friday. You can also email us at sales@quotewerks.com or contact your QuoteWerks Reseller.
For international customers and technical support, click here.