Choosing the right quoting and CPQ (Configure, Price, Quote) software can make or break your sales efficiency. For IT resellers and solution providers, the quoting process needs to be accurate, fast, and seamlessly integrated into daily workflows. Two tools often compared in this space are QuoteWerks, a long-standing quoting solution, and Quote.ly, a modern platform built for today’s cloud-driven sales teams.

In this post, we’ll break down how the two solutions stack up, where each shines, and why many businesses are considering Quote.ly as a future-ready alternative.

What Is QuoteWerks?

QuoteWerks has been around for decades and is widely recognized in the IT reseller community. It offers quoting, proposal, and procurement features that have served thousands of companies. However, its legacy design comes with trade offs:

• Desktop-centric workflows with cloud add-ons.

• A steeper learning curve for new users.

• Limited flexibility when integrating with modern CRMs.

• Limited automation.

For organizations heavily invested in on-premise systems, QuoteWerks may still feel familiar but it can show its age for businesses looking to move faster and scale more easily.

What Is Quote.ly?

Quote.ly is a modern quoting and automation platform designed to streamline sales operations for IT resellers. Built with today’s cloud-first teams in mind, Quote.ly combines quoting, product catalog management, and CPQ automation into a simple, intuitive experience.

Key highlights:

• CRM-agnostic design: Works natively with Salesforce today, expanding to other CRMs in the coming quarter.

• Automated RFQ ingestion: Save time by automatically processing customer RFQs and turning them into quotes without manual re-entry.

• AI-powered drag-and-drop quoting: Build complex quotes faster with intelligent drag-and-drop tools that understand your product mix and pricing rules.

• Live supplier pricing & availability search: Instantly pull in current pricing and stock levels from distributors to ensure every quote is accurate and competitive.

• Faster adoption: A modern UI and streamlined workflows make onboarding easier for sales teams.

• Cloud-native performance: Designed for speed, accessibility, and scale without legacy dependencies.

Why Businesses Are Switching

Companies that need agility, modern integrations, and automation are increasingly exploring alternatives to QuoteWerks. The biggest difference is speed and adaptability. While QuoteWerks requires workarounds to keep pace with today’s cloud ecosystems, Quote.ly is designed to grow with your business and bring automation, live data, and AI-powered features to a process that’s been stagnant for too long.

Which Tool Should You Choose?

If your team values familiarity and a legacy system, QuoteWerks may still meet your needs. But if you’re looking for a solution that’s built for today and ready for tomorrow, Quote.ly stands out as the smarter alternative especially for IT resellers who want quoting software that adapts to their evolving workflows.

Next Steps

Want to see how Quote.ly can simplify your quoting process?

Schedule a demo today and explore how your team can close deals faster with less friction.