QuoteWerks

07/21/2026

It usually starts with one reasonable spreadsheet.

A pricing tool. A margin calculator. An approval tracker.

Then one day, the sales team cannot work without it.

That is the difference between using a spreadsheet and depending on one.

Our latest article looks at how temporary spreadsheet workarounds quietly become business infrastructure, creating hidden costs through:

• Manual data entry
• Multiple versions of the truth
• Key-person dependency
• Weak visibility
• Business logic hidden inside formulas

The goal is not to eliminate spreadsheets. It is to stop making them responsible for work that has become too important to remain invisible.

Read the full blog:
https://na2.hubs.ly/H06yG7-0

07/20/2026

Join us for our Pain Points Webinar Series, where we dive into common business challenges that companies face when creating quotes and proposals.

Our next webinar will focus on the challenges of creating customer re-orders and creating quotes for the masses. Between the time it takes to create a quote, process the order, and the phone calls and emails in-between, customer re-orders can be time consuming. Or maybe you have a promotion you want to share with your customers, but don't want to create a dedicated quote for each customer. This 30-minute webinar will focus specifically on the QuoteValet Shopping Cart.

Register here: https://na2.hubs.ly/H06MphB0

07/14/2026

Your CRM should be the source of truth. But does that mean every part of the sales process has to happen inside it?

Not necessarily.

When a CRM cannot handle complex quoting, the work often moves into spreadsheets, email approvals, manual updates, and other disconnected processes.

A better approach is to let each system do what it does best while keeping the workflow connected.

See why one source of truth does not have to mean one tool for everything: https://na2.hubs.ly/H06yDpl0

07/13/2026

Ever feel like you’re only using part of what can really do? 🤔 You’re not alone. Many teams never get the chance to fully set things up.

Join our bi-weekly Proficiency Booster Webinar and learn practical, everyday ways to get more out of QuoteWerks. 💡 Each session is shaped by attendee questions, so you’ll learn from your own questions and from what other customers are asking.

You’ll walk away knowing exactly what to do next, and you’ll get the recording for reference. 🎥

Seats are open for this week’s session. Ready to get more value from QuoteWerks? ✅

Register here: https://na2.hubs.ly/H06CX4J0

07/08/2026

What if you could turn a repetitive quoting process into a button?

Custom Buttons in QuoteWerks Web let users run scripts exactly when they need them.

One example: a Profit Check button that reviews the quote, highlights items below a defined profit threshold, and shows the salesperson exactly what needs attention.

Other possibilities include translating descriptions with AI, validating quote information, refreshing data, and creating company-specific workflows.

See how Custom Buttons can bring on-demand automation directly into the quoting process:

https://na2.hubs.ly/H06xsBR0

07/03/2026

wishes you a happy Independence Day! 🇺🇸

As we recognize the 4th of July and celebrate 250 years of American independence, we want to thank our customers, partners, and team members who are part of the QuoteWerks community.

Our office will be closed on Friday in observance of the holiday and will reopen on Monday.

Have a safe and enjoyable holiday weekend. 🎆

07/01/2026

Happy Canada Day from all of us at !

To our Canadian customers, partners, and friends, we hope you enjoy a wonderful day celebrating with family, friends, and your communities.

Our office will remain open on July 1 and available during normal business hours.

Wishing everyone in Canada a safe and happy Canada Day!

06/29/2026

Is your quoting process helping your sales team move faster, or slowing them down?

If your team is still relying on spreadsheets, static PDFs, copied pricing, manual approvals, or disconnected systems, basic quoting software may be creating hidden costs across sales, operations, and customer experience.

Our latest blog covers 7 signs your quoting process has outgrown basic tools and what to look for in a more advanced quoting solution.

Read it here:
https://na2.hubs.ly/H06lRfR0

06/25/2026

For MSPs using ConnectWise PSA, quoting is not just about creating a proposal.

It affects sales speed, distributor pricing accuracy, margin control, procurement, service delivery, and what ultimately gets reflected in the PSA.

Our latest blog looks at why QuoteWerks deserves a serious look as a ConnectWise CPQ alternative for MSPs, especially when quoting involves hardware, software, cloud subscriptions, services, approvals, and procurement workflows.

Read the full blog:
https://na2.hubs.ly/H06hjwZ0

06/22/2026

Thinking about QuoteWerks Web?

For many QuoteWerks Desktop customers, the concern is not whether Web access is useful. The real concern is disruption.

Will we have to rebuild everything?
Will we lose quote history?
Will the team need to relearn everything?
Will Desktop stop being available?

The answer is no.

QuoteWerks Web gives existing Desktop customers a practical way to modernize while keeping the QuoteWerks foundation they already rely on.

You can continue using Desktop, use Desktop and Web together, or move fully to QuoteWerks Web when the timing is right.

Read the blog:
https://na2.hubs.ly/H06dHnZ0

QuoteWerks Desktop users do not need to start over to modernize. Learn why now is the right time to extend your quoting process with QuoteWerks Web.