Quoting & Procurement


QuoteWerks provides the tools necessary for MSPs and VARs to efficiently and accurately prepare, manage, and deliver interactive sales quotes and proposals to their customers. With QuoteWerks, you can create quotes in minutes – streamlining your sales. Our complete distributor procurement integration saves you countless hours by enabling you to retrieve your pricing, place orders, track your shipments and serial numbers. Gain insight into your pipeline – Know when your customers view your interactive quotes, approve the deal, electronically sign the document, and make payment. With QuoteWerks, your opportunities are always up-to-date.

Integration Features

  • Leverages existing Autotask contacts and creates new ones
  • Creates and updates sales opportunities and quotes
  • Every quote sent from QuoteWerks is automatically attached to the Autotask opportunity
  • Product Lookup and Creation
  • Service Lookup
  • Creates Purchase Orders in Autotask

Sales: Brian Laufer brian.laufer@quotewerks.com
Support: https://www.quotewerks.com/autotask.asp,