QuoteWerks, Quotes the Way They Should Be

QuoteWerks - Quoting the Way It Should Be

At TeamAutomation, we not only provide the QuoteWerks licenses but we also provide training, installation, integration (connecting to CRM and others) and customization.  We create custom forms and reporting where you need.

.Are you still using Microsoft® Word®, Excel®, or your Accounting software to create your price quotes? Save time and money when quoting, selling, ordering, and purchasing products and services you need with QuoteWerks® With just a few clicks, you will prepare a professional proposal and have it in the hands of the decision maker with minimal effort.

QuoteWerks enables companies in every industry to create detailed quotes and proposals with speed and efficiency.  QuoteWerks integrates seamlessly with most major contact managers like ACT!, ConnectWise, GoldMine, Outlook, MS Dynamics CRM, Maximizer, salesforce.com, SalesLogix, SugarCRM, and more.  Additionally, with its own built-in contact database, QuoteWerks can operate as a full standalone quoting and proposal system, linking with both QuickBooks and PeachTree accounting packages.

If you take too long in today’s fast paced market to get a quote in the hands of the decision maker, you stand a greater chance of losing that sale.  Speed up the process and WIN more business!

No matter what industry you are in, QuoteWerks will work for you. QuoteWerks will increase your quoting productivity more than any software you will ever own.

That’s the QuoteWerks advantage!  Download a fully functional demonstration of QuoteWerks today.


Ready to deliver your quotes the modern way?




Our products include:

  • QuoteWerks Standard Edition
  • QuoteWerks Professional Edition
  • QuoteWerks Corporate(SQL) Edition
  • QuoteValet

Our services include:

  • Installation, Setup, and Customization
  • Data Migration of products, customers, and pricing
  • Product , Process, and User Training
  • Forms design and setup,
    • QuoteWerks forms,
    • Word Merged forms
    • QuoteValet customization
  • Custom scripting to allow special features and integration

TeamAutomation will help you:

  • Increase your profits and grow your business
  • Improve your closure rate
  • Maximize efficiency, reducing  time needed to prepare proposals
  • Reduce the need for data duplication
  • Integrate your quoting system with other CRM and accounting software

Get started now by contacting us today for your FREE consultation, or call 805-522-3875 to speak with a Proposal Professional.