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Research & KnowledgeEvent: September 1, 2026

QuoteWerks published an article in its latest research covering the complexity of quoting software and sales processes.

Published

Signal category

Research & Knowledge

Quote

I went deeper into this in our latest QuoteWerks article, including why I don't think the answer is necessarily an all-in-one platform or a massive enterprise CPQ implementation.

Brian Laufer 🎯|QuoteWerks team

Company

QuoteWerks

CPQ and sales quoting software to create accurate quotes, automate workflows, and connect your sales process.

Industry
IT Services and IT Consulting
Location
Orlando, US
Company size
49 employees

QuoteWerks is CPQ and sales quoting software that helps businesses create professional, accurate quotes and proposals faster while connecting the systems they already use. For more than 30 years, QuoteWerks has helped sales teams move beyond spreadsheets, disconnected tools, and manual processes. Today, thousands of companies use QuoteWerks to streamline quoting, pricing, product sourcing, approvals, electronic acceptance, payments, purchasing, and other critical parts of the Quote-to-Cash process. QuoteWerks works alongside your existing business systems rather than forcing you to replace them. Integrations with leading CRM, PSA, accounting, payment, and distribution platforms help keep customer, opportunity, product, and sales information connected throughout the quoting process. Our customers span industries including technology, professional services, manufacturing, distribution, and more, from small businesses to global enterprises. QuoteWerks is also widely used by IT solution providers and MSPs managing complex product and service quotes, recurring revenue, procurement, and distributor relationships. QuoteWerks Web brings this experience to a modern, browser-based CPQ platform built for accessibility, automation, and extensibility. Beyond quoting from anywhere, teams can take advantage of CRM and PSA integrations, distributor pricing and availability, purchasing, QuoteValet, reporting, webhooks, APIs, AI-powered capabilities, custom buttons, and workflow automation. Whether replacing spreadsheets, extending CRM quoting, or building a more integrated Quote-to-Cash process, QuoteWerks helps teams quote smarter and sell faster. Learn more at QuoteWerks.com

Founded 1993

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