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.
