Avalara for QuoteWerks: Sales tax compliance for the market leading quoting and proposal solution.

Platform: QuoteWerks

Easy to use and highly flexible, QuoteWerks is the leading quoting and proposal solution. Seamless integrations with accounting software, contact management systems, and distributors give QuoteWerks extra power straight out of the box. Power up QuoteWerks with complete sales tax compliance using Avalara, a leader in sales and use tax automation.

Expanded functionality makes QuoteWerks for Avalara more robust than ever. Worldwide commerce is simplified using AvaTax with Global Certification to automate VAT compliance. The latest release also supports multiple tax rates per quote, order, or invoice, and integrates with the Etilize Product Catalog for automated tax code mapping.

Rooftop-level accurate: 100% accurate tax rates are applied in QuoteWerks without a single click. In many states, ZIP code lookup does not guarantee accuracy. Using geospatial rate lookups with tax tables updated daily, AvaTax is accurate even in jurisdictions with tricky boundaries, while remaining hassle-free for users.

Audit Preparedness: Robust tax reporting makes audit day easier than ever before. Tax code mapping makes product and service taxability segmentation simple, and rates are backed with Avalara’s first-in-industry Accuracy Guarantee.

Address Validation: Avoid shipping errors and service address mix-ups. Addresses within the US and abroad are validated to ensure 100% accuracy. This is also critical when generating purchase orders for distributors.

Tax Return Automation: Avoid the scramble to file and remit taxes, so you can use your accounting resources more efficiently. Avalara takes care of filing every sales tax return, remitting payment to all states, localities and jurisdictions with just a few clicks.

Reliable: 4000+ users rely on Avalara every day to process over 4 billion transactions. There’s good reason 98.5% of Avalara’s customers keep using our products: they see the results, every day

Extra features include single-click product return generation in QuoteWerks, tax-exempt quote capabilities, and line-item tax conversion to simplify invoice exports to accounting systems like QuickBooks or Sage.

Installation is easy, and configuration takes about an hour. The net result: increased accuracy while saving time. Every quote takes fewer clicks, every shipment address and service call location is validated. Say goodbye to risky, stressful manual compliance and try Avalara today.

Take a closer look at the Avalara for QuoteWerks connector by visiting


Avalara for QuoteWerks integrates seamlessly so you never have to leave QuoteWerks or change your business workflow. It performs your tax accounting and aggregation across jurisdictions in the background. The fully integrated returns solution let’s you review a single combined liability worksheet and file returns in every jurisdiction with a click.



Properly manage your tax exempt customers and their exemption certificates making sure you are protected in case of an audit.


You have control over your business processes.  If you invoice through QuoteWerks, you can commit documents to AvaTax through QuoteWerks.  If you commit at a later stage from another system, you can still ensure tax calculations and tax codes are synced across all your systems.  Get rid of discrepancies across your business applications.

QuoteWerks Integration by: Greystone Technology

Greystone Technology is a Colorado based technology services and application development company founded in 2001 with offices in Denver, Boulder and Fort Collins. Greystone has over 60 passionate individuals focused on technology and making sure every customer experience is a happy one.

Greystone Technology built Avalara for QuoteWerks because we are QuoteWerks users and we needed to automate sales tax to grow our business. We hope you find it just as valuable.


For more details:

(877) 780-4848