Closing & Scheduling

QuoteWerks

Integrated quoting and proposal software with CRM and accounting integration.

Important Links

Documentation ↗Website ↗Pricing ↗

Key Features

Quote Generation

Proposal Automation

Document Creation

Pricing Management

About QuoteWerks

QuoteWerks is a leading integrated quoting software solution that helps businesses create professional quotes and proposals in minutes. The software integrates with popular CRMs and accounting systems to create a seamless sales process. QuoteWerks provides APIs and SDKs for custom integrations, scripting, and workflow automation.

Direct Agent Workflow for QuoteWerks

• Connect: Give your QuoteWerks API Key to Claude Code, Cowork, or your favorite AI agent.

• Automate: Your agent handles Quote Generation and Proposal Automation directly.

• Execute: No extra software or middleware required for Closing & Scheduling automation.

Use QuoteWerks for

AI Tools for Meeting Booking & Scheduling AI Tools for Proposals & Quotes Sales Workflow Automation Tools

Technical Details

API Type

REST

Authentication

API Key

Pricing Tier

Paid Only

SDK Languages

VB Script

Webhooks

Yes

Frequently Asked Questions

What does QuoteWerks do?

QuoteWerks is a closing & scheduling tool that provides Integrated quoting and proposal software with CRM and accounting integration.

How do I use QuoteWerks with AI agents?

Connect QuoteWerks to agents like Claude Code or Cowork by using its REST and your API Key keys. This allows your agent to perform Quote Generation and Proposal Automation directly without needing extra software.