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    Choose the Platform that is best for you

    QuoteWerks Web has evolved into a full deployment option — not just an add-on. You can run it in whatever mode matches your team, infrastructure, or rollout strategy.

    Standalone Web

    Ideal for new deployments or teams moving away from installed software.

    • No infrastructure required - No servers or desktop installs
    • Keep existing automation, templates, licensing, and product data
    • Browser-based access from anywhere

    Hybrid (Desktop + Web)

    Perfect for teams transitioning to remote work or mixed environments.
    • Keep existing automation, templates, licensing, and product data
    • Use Web and/or Desktop depending on needs
    • Run QuoteWerks Web and Desktop together with shared data, licensing, and templates.
    • Keep QuoteWerks Desktop unchanged and extend access to QuoteWerks Web for remote and select users where it’s needed most.
    • Add mobility without disrupting operations
    • Phase in hybrid adoption without losing legacy workflows

    As an existing QuoteWerks Desktop customer, what will migrating to Web cost?

    Short Summary:
    The basics are that if you have the Corporate Edition of QuoteWerks Desktop, you would pay an additional $20/month per QuoteWerks Desktop License to use QuoteWerks Web.

    In more detail:
    You must have the Corporate Edition of QuoteWerks Desktop, and then pay for the QuoteWerks Web Addon license, which is $10/month per concurrent user. If you are not hosting your QuoteWerks database on an internet accessible server you will also need to purchase the QuoteWerks DBHosting subscription which is an additional $10/month per concurrent user.
     
    Please contact our Customer Success Team for questions.
    With QuoteWerks Web, you can create and deliver Quotes from Anywhere

    Frequently Asked Questions

    QuoteWerks Web FAQs
    Ask our Customer Success Team

    Do I need QuoteWerks Desktop to use QuoteWerks Web?
    No — QuoteWerks Web can run independently as a complete and stand-alone quoting solution.
    Can QuoteWerks Web and QuoteWerks Desktop be used together?
    Yes. Many teams operate in hybrid mode during transition or for mixed roles.
    Is feature parity the same between QuoteWerks Desktop and Web?
    Most core quoting functionality is already available in Web, with remaining edge-case features rolling out progressively and as customers let us know what is important to them.
    Can current customers QuoteWerks Desktop migrate over time to QuoteWerks Web?
    Yes. You can add QuoteWerks Web access without disrupting your existing QuoteWerks Desktop environment.
    Are all integrations supported in the Web version?
    Yes (for the most part) — the same Web-based CRMs, PSAs, and distributor connections are supported. We  are continuing to add additional feature parity between QuoteWerks Desktop and QuoteWerks Web. Please feel free to contact us for complete details.
    What functionality is available in QuoteWerks Web?

    QuoteWerks Web supports nearly all core quoting and proposal capabilities (including some extras only available in web), including:

    • Quote and proposal creation
    • Product sourcing and price comparison
    • Templates, bundles, and configurators
    • QuoteValet for electronic approvals and signatures
    • Real-time distributor integrations (e.g., TD SYNNEX, Ingram, D&H, etc.)
    • Web-based CRM and PSA integrations
    • QuickBooks Online integration
    • Quote delivery, revision, and tracking
    • Reporting and document management
    • Multi-user collaboration and security controls

    Functionality depends on the QuoteWerks Web Edition in use and, in hybrid environments, any applicable QuoteWerks Desktop modules.

     

     

    Can I use QuoteWerks Web if my company still uses QuickBooks Desktop?

    Yes. You can still use the QuickBooks Desktop integration if you are using the hybrid platform of using both QuoteWerks Desktop and QuoteWerks Web.

    Typically, we see our users handle quoting and sales activity through the web platform and then use QuoteWerk Desktop for the accounting integration with QuickBooks Desktop.  

    If you use QuickBooks Online, both Desktop and Web have native integrations with QuickBooks Online.

     

    Is QuoteWerks Web hosted by QuoteWerks?
    Yes, QuoteWerks Web is fully hosted and maintained by us — no servers or upgrades required on your end  — unless you want to. You have the option to host your own database, but we can handle that for you.
    Do you have a fully hosted version of QuoteWerks?

    Yes. With QuoteWerks Web, you now have the flexibility to choose how you work:

    • Standalone Web – New customers can run QuoteWerks entirely in the cloud with no desktop installation required. All your quoting, CRM, and distributor integrations are available in a modern, fully hosted solution.
    • Hybrid Web + Desktop – Existing QuoteWerks Desktop customers can continue to use Desktop while also using QuoteWerks Web with the QuoteWerks Web Addon. Your team can quote from anywhere in the browser, while still using Desktop for administrative tasks (like modifying reports, procurement, or QuickBooks Desktop integration) or for sales reps who prefer the desktop client. Coming soon in 2026, once QuoteWerks Web has more a more complete feature parity with Desktop, you can easily migrate fully to QuoteWerks Web.

    Behind the scenes, we now host the QuoteWerks database for you—removing the need to maintain your own SQL server. Whether you’re all-in on the web or running a hybrid environment, you get the same trusted QuoteWerks features built over 25+ years, now available in the cloud.

    QuoteWerks Web is rapidly growing with new features and capabilities. For teams that need the most advanced functionality today, QuoteWerks Desktop remains the fully robust option—and it works seamlessly alongside Web. This gives you the best of both worlds: proven stability now, with continuous innovation for the future.

    As an existing QuoteWerks Desktop customer, how many QuoteWerks Web Licenses do I need?

    You only need as many QuoteWerks Web licenses as users that will be using QuoteWerks Web at the same time.

    You will need at least one QuoteWerks Desktop License for each QuoteWerks Web License.

    Practical Example:
    If you have a QuoteWerks Desktop 5-user Corporate Edition license and 2 QuoteWerks Web licenses, you can have a maximum of 2 people using the web interface of QuoteWerks and 3 people using QuoteWerks Desktop.

    So in short, whether you are using QuoteWerks through the web or the desktop, you use a Desktop license.

    The number of users that can be in QuoteWerks Web at the same time is limited by the number of Web licenses that you have.