RevOps Jobs-to-Be-Done
- IT reseller quoting — Pull live pricing from distributors like Ingram Micro, Tech Data, and Arrow to build accurate quotes. KPI: Quote accuracy improves; margin errors from stale pricing are eliminated.
- MSP proposal generation — Generate professional MSP proposals with recurring services, hardware, and project work in one document. KPI: Proposal creation time drops from 2 hours to 20 minutes.
- PSA and CRM integration — Sync accepted quotes to ConnectWise, Autotask, or Salesforce for order processing. KPI: Manual data re-entry from quote to PSA is eliminated.
Key Features
- Distributor price feeds: Live pricing from major IT distributors (Ingram, Tech Data, Arrow, etc.).
- Product catalog management: Manage vendor and distributor product catalogs with pricing.
- Quote and proposal builder: Professional quote documents with customisable templates.
- PSA integration: ConnectWise, Autotask, and Kaseya integration for MSPs.
- CRM integration: Salesforce, HubSpot, and Microsoft Dynamics connectors.
How It Fits Your Stack
Primary system of record: ConnectWise, Autotask
Key integrations: ConnectWise, Autotask, Salesforce, HubSpot, Microsoft Dynamics
Data flows: Distributor price feed → QuoteWerks product selection → quote document → accepted quote → PSA work order.
Implementation & Ownership
- Time to first value: 1–4 weeks
- Implementation complexity: Low-Medium
- Typical owners: Sales, Sales Ops, MSP Business Owners
Pricing & Contracts
- Pricing model: Per-seat perpetual or subscription
- Indicative range: $15–55/seat/month
- Free tier: Yes
Who It's Best For
IT VARs, MSPs, and technology resellers who need live distributor pricing and PSA integration in their quoting tool.
Good fit if:
- MSPs using ConnectWise or Autotask as their PSA
- IT resellers quoting hardware and software from major distributors
- Technology companies with recurring services + project + hardware quotes
Probably not ideal if:
- You're not in the technology reseller or MSP space
- You need enterprise CPQ for complex manufactured products
Proof & Buyer Signals
Ratings: G2 4.4 / 5 (150+ reviews)
What buyers praise:
- Distributor price feeds save hours
- Long-standing MSP community tool
- ConnectWise integration quality
Common complaints:
- UI feels dated
- Limited modern design templates
Pros
- Best distributor price feed integration in the quoting category
- Deeply embedded in the MSP and IT reseller ecosystem
- Strong PSA integration for ConnectWise and Autotask shops
Cons
- UI is dated compared to modern proposal tools
- Limited appeal outside the IT channel
Often Compared With
- PandaDoc — PandaDoc has a better UI; QuoteWerks has unmatched distributor price feed integration for IT resellers.
Frequently Asked Questions
What is QuoteWerks used for?
Primary system of record: ConnectWise, Autotask
How much does QuoteWerks cost?
QuoteWerks pricing: $15–55/seat/month A free tier is available.
What does QuoteWerks integrate with?
QuoteWerks integrates with ConnectWise, Autotask, Salesforce, HubSpot, Microsoft Dynamics.
Who is QuoteWerks best for?
IT VARs, MSPs, and technology resellers who need live distributor pricing and PSA integration in their quoting tool.
What are the best QuoteWerks alternatives?
The tools most often compared with QuoteWerks are PandaDoc.
