QuoteWerks

05/25/2026

This Memorial Day, we pause to remember and honor the men and women who gave their lives in service to our country.

Their sacrifice protects the freedoms we live and work under every day.

From all of us at , we wish you and your families a meaningful Memorial Day.

Our office will be closed on Monday, May 25, in observance of Memorial Day.

05/19/2026

We recently released the new NorthStar templates for QuoteValet, giving customers a more modern and interactive way to review quotes online.

With NorthStar, customers can select optional items, adjust quantities, update delivery information, ask questions, upload documents, review Terms & Conditions, accept the quote, sign electronically, and proceed to payment when available.

New QuoteValet customers will automatically default to NorthStar. Existing QuoteValet customers can switch when they are ready, giving teams time to review the new experience without disrupting active quote workflows.

Read the blog post here:
https://na2.hubs.ly/H05zPjM0

Watch the overview video here:
https://na2.hubs.ly/H05zQwt0

05/18/2026

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/H05ylb50

05/15/2026

A simple customer reorder should not create a long email thread.

When a customer says, “Can we order the same thing again?” your team should not always have to rebuild the quote from scratch.

QuoteValet Shopping Cart helps businesses create controlled online order forms for customer reorders, monthly specials, selected website products, and approved product lists.

Customers get a simple way to order. Your team keeps control of the recommendation and follow-up.

Read the blog: https://na2.hubs.ly/H05wZLP0

05/11/2026

Want to create faster, smarter, and more engaging customer quotes?

Join our upcoming webinar on 5/14: Creating Interactive Quotes with QuoteValet and learn how to transform static proposals into interactive experiences that help you close deals faster.

In this session, you’ll discover how to:
• Deliver professional, interactive quotes
• Improve customer engagement and response times
• Simplify approvals and payments
• Create a smoother sales experience from quote to close

Don’t miss this opportunity to see QuoteValet in action and learn practical tips you can start using right away.

Reserve your spot today: https://na2.hubs.ly/H05q5590

05/06/2026

QuoteWerks has come a long way.

From the power of Desktop, to the flexibility of QuoteWerks Web, and now to a cleaner, more modern UI designed for how teams quote today.

The new QuoteWerks Web experience keeps the functionality you rely on while making quoting easier to navigate, easier to scan, and more natural in the browser.

✔ Same quoting power
✔ Cleaner interface
✔ Try it now with “New UI”
✔ Switch back anytime with “Classic UI”

If you’re already using QuoteWerks Web, give it a try and let us know what you think.

Read more: https://na2.hubs.ly/H05hXtB0

QuoteWerks Web, a web-based CPQ and quoting software solution, has a refreshed interface designed to make browser-based quoting cleaner and easier to navigate. Existing customers can try the new UI, switch back to Classic UI, and share feedback directly inside QuoteWerks Web.

05/04/2026

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/H05g4tl0

05/04/2026

May the 4th be with you.

If your sales team is still fighting the Dark Side of spreadsheets… it might be time for an upgrade.

QuoteWerks helps you:
• Create quotes faster
• Keep pricing accurate
• Integrate with the tools you already use

So you can focus on closing deals—not fixing broken quotes.

Join the Rebellion. 😄

https://na2.hubs.ly/H05g3QP0

04/28/2026

If you’re an MSP in the Pacific Northwest, this is one of the few events worth your time.

ASCII Edge Seattle 2026 is happening May 27–28 in Bellevue, WA.

We’ll be there showing the latest QuoteWerks Web, including:
-Faster quoting workflows
-New integrations like Pax8 and Teledynamics
-What’s coming next

If quoting or sales efficiency is a bottleneck, this is a good opportunity to see what’s changed.

👉 Register here: https://na2.hubs.ly/H058G7r0

👉 Use code: QuoteWerks (free $599 pass)

Learn more: https://na2.hubs.ly/H058DCF0

04/27/2026

Take your quoting process anywhere 🚀

Join us for an in-depth look at QuoteWerks Web — the powerful browser-based solution that lets you create, edit, and deliver quotes from anywhere.

In this live webinar, we’ll show how QuoteWerks Web brings the full power of the desktop version into a modern, cloud-accessible experience. See CRM integration, real-time pricing, and QuoteValet delivery in action — all from your browser.

Don’t miss this chance to streamline your workflow and quote smarter, faster, and from anywhere.

Register here: https://na2.hubs.ly/H056zNk0