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What is Quoteworks?

Quoteworks is a professional quote and proposal builder designed for sales teams. It lets you create beautiful, branded quotes — complete with product details, pricing breakdowns, and architecture diagrams — and share them with your customers through a simple link.

What you can do with Quoteworks

  • Build detailed quotes with multiple sections, line items, images, and flexible pricing (one-time, monthly, annual, and more).
  • Share quotes instantly by sending your customer a secure link. They can view, interact with, and download the quote as a PDF — no software needed on their end.
  • Create reusable templates called Solutions so your team can spin up consistent, professional quotes in seconds.
  • Maintain an Items Library — a central catalog of your products and services that you can drop into any quote.
  • Design architecture diagrams using the built-in Maps editor and include them directly in your quotes.
  • Collaborate with your team — invite teammates, assign roles, and work together from a shared workspace.
  • Use your own branding — upload your logo, connect a custom domain, and make every quote feel on-brand.

Who is Quoteworks for?

Quoteworks is built for anyone who needs to put together quotes or proposals for customers — whether you're in sales, account management, solutions engineering, or business development. If you've ever assembled pricing in a spreadsheet or cobbled together a proposal in a slide deck, Quoteworks gives you a faster, more professional alternative.

How it works

  1. Sign up and create your workspace.
  2. Build a quote using the visual editor — add customer details, sections, items, images, and pricing.
  3. Publish and share a secure link with your customer.
  4. Your customer reviews the quote in their browser, selects any optional items, and downloads a PDF.

Ready to get started? Head to Creating Your Account to set things up.

Quoteworks Documentation