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QuoteWerks

Quoting & Proposal CPQ Solution Integrating w/ Your Systems

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QuoteWerks Pricing, Features, Reviews and Alternatives

QuoteWerks product overview

Price starts from

15

/user

One-time payment

What is QuoteWerks?

QuoteWerks is a web-based configure price quote (CPQ) software solution which enables companies of all sizes to create, edit, and view quotes and proposals online. As a web-based solution, QuoteWerks gives users the flexibility to access and manage quotes on the move using the web browser on any desktop, laptop, mobile or tablet device.

Key benefits of using QuoteWerks

  • QuoteWerks' web features and functionality enable users to access and manage quotes and proposals from anywhere using a web browser.

  • Users can manage documents online with QuoteWerk’s document editing and creation tools, and built-in document templates.

  • A centralized contact database allows users to search for and retrieve contact information.

  • QuoteWerks allows users to deliver quotes by email, and users can also preview, print, or upload quotes to QuoteValet.

  • Users can control access permissions in QuoteWerks, ensuring only authorized users can open and edit quotes and proposals.
  • Typical customers

    Freelancers
    Small businesses
    Mid size businesses
    Large enterprises

    Platforms supported

    Web
    Android
    iPhone/iPad

    Support options

    Phone Support
    FAQs/Forum
    Knowledge Base
    Email/Help Desk
    Chat

    Training options

    In Person
    Documentation
    Webinars
    Videos
    Live Online

    QuoteWerks pricing information

    Value for money

    4.4

    /5

    81

    Starting from

    15

    /user

    One-time payment

    Pricing options

    Free plan
    Subscription
    Free trial
    Pricing range

    Value for money contenders

    QuoteWerks features

    Functionality

    4.3

    /5

    81

    Total features

    62

    3 categories

    Most valued features by users

    Contact Management
    Third Party Integrations
    API
    Activity Dashboard
    Reporting & Statistics
    Data Import/Export
    CRM
    Collaboration Tools

    Functionality contenders

    QuoteWerks users reviews

    Overall Rating

    4.4

    /5

    81

    Positive reviews

    Rating breakdown
    • Value for money
    • Ease of use
    • Features
    • Customer support
    • Likelihood to recommend8.39/10
    Rating distribution

    5

    4

    3

    2

    1

    43

    30

    5

    3

    0

    Pros
    The software makes it very easy to copy and paste information as well as edit where appropriate. An easy to understand gauge of cost/sales price and profit% allows for simple cost and profit tracking.

    AR

    Anonymous Reviewer

    A great tool for up selling and cross selling to clients. This is a very robust and reliable Quoting package and sits perfectly between Autotask (our CRM package) and Sage (our accounting package).

    BR

    Balraj R.

    While QuoteValet (web-based) appears more modern, the desktop app feels a bit "Windows XP. Overall, fantastic software, extremely affordable, and highly recommended to anyone in the IT industry.

    JL

    Jory L.

    Cons
    I tried to contact several times but each time I am having problem connecting. It may be my machine problem but I am a little disappointed.

    TR

    Tushar R.

    Knowledge base sometimes can be though to find information and they send out several updates through out the year, this can be a bit of a problem when trying to stay current.

    AR

    Anonymous Reviewer

    The item numbers are limited to a certain number of characters which causes the sync to QuickBooks to fail if your part is too long.

    AR

    Anonymous Reviewer

    Overall rating contenders

    Overall Rating

    QuoteWerks - Great for Small Business

    Reviewed a year ago

    Transcript

    Michael S: My name is Michael, I am a senior product manager. I work in the IT industry, specifically...

    Overall Rating
    • Value for money
    • Ease of use
    • Features
    • Customer support
    • Likelihood to recommend10/10

    Share this review:

    Fantastic tool for building and managing your sales opportunities and quotes.

    Reviewed 4 years ago

    The quote visibility and access to online sync resources is super helpful in our quoting process. Our sales team couldn't operate without Quotewerks any longer. It has become integral to our processes.

    Pros

    Quotewerks has the ability to see if and when your customer sees your quote. When we were looking into the product, we had received a quote from our Quotewerks sales rep and it had been ignored and was expired. We opened the quote a few weeks later to take a quick look at it and 15 minutes later we got a phone call from our sales rep. "I see you opened this expired quote. I wanted to answer any questions for you and get an updated quote if you are still interested." That sealed the deal for us. Then we found out all of the other amazing things it could do and have loved it every day. It has easily paid for itself many times over.

    Cons

    Quotewerks must run locally. There is a web version in development, but it is still pretty green. If you need to use it remotely you will need either Terminal Services or VPN to access it. The Quote Valet add-on gives it some web connectivity features which are helpful for viewing existing quotes and responding to customers, but not necessarily for building new quotes. Once they get the web version finished, that should help with this a lot. The product can also be a little bit kludgy to learn at first. It's been around for a long time so some of the interface is a bit antiquated.

    Overall Rating
    • Value for money
    • Ease of use
    • Features
    • Customer support
    • Likelihood to recommend10/10

    Share this review:

    We ♥ QW!

    Reviewed 4 years ago

    We use QW for all sales quotes that are generated in our office. Prior to QW, quote writing was done in MS Office. The implementation dramatically reduced time writing quotes and errors. The ACT/Sage/edi integration completely eliminated duplicate data entry. The software is very easy to keep up to date, which was also kind of a 'sketchy' set of tasks prior to QW. The QW tech support people are top knotch professionals. During our implementation they were EXTREMELY supportive and wanted to ensure that we were self sufficient. After 2 years, we don't call them much (I am sure they miss us), but when they do that are terrific.

    Pros

    Integration with our CRM (ACT) and our accounting S/W (Sage) was a major selling point. We also export .xml files and import them into warehouse management system via edi. Ease of use was also very important to our purchase decision. QW was also recommended to us by our ACT consultant who was familiar with our business. The online QW demo and videos were great at showing the ease of use of the product too.

    Cons

    The reporting function is not great. We invested in MasterMine for QW. Since we made the MasterMine investment, we are able use the data out in QW to a much fuller extent for business planning and decision making. .

    Overall Rating
    • Value for money
    • Ease of use
    • Features
    • Customer support
    • Likelihood to recommend8/10

    Share this review:

    QuoteWerks 2022

    Reviewed 2 months ago
    Pros

    The program is fairly simple to use. I was able to quickly train our new hire on how to use the program in a short period of time. I was able to create custom templates for regularly used contracts and orders so I don't have to waste time starting from the beginning each time. Also the fact I can add my start and end date is huge deal for contract quotes. You can also add your own terms and conditions document. They have the best support team I've ever worked with.

    Cons

    Setting up email connector wasn't easy for us. AT one point we had to download the quote pdf and email it because our didn't work. It works now with QuoteValet and I'm forever grateful! So much more professional/

    Overall Rating
    • Value for money
    • Ease of use
    • Features
    • Customer support
    • Likelihood to recommend2/10

    Share this review:

    Quotewerks does exactly what the name describes... makes quotes.

    Reviewed 4 years ago

    It makes quotes and sends quotes to customers. Offers the ability to make revisions to quotes and keep the originals.

    Pros

    Easy to set up and easy to use. Minimal "bells and whistles" keeps you on task and making quotes. Great for the first step of the sales process only and sending out for invoicing to another product.

    Cons

    Great software for the first step of the sales process only however... 1) Not all info is searchable. 2) Does not integrate with many programs and not all fields integrate. 3) "Tickle" or reminder functions minimal and only in quote valet. 4) reports are clunky and minimal without paying to customize. 5) No workflow automation. 6) Minimal notifications as to quote progresses or when approved to client...

    Overall Rating
    • Value for money
    • Ease of use
    • Features
    • Customer support
    • Likelihood to recommend10/10

    Share this review:

    Quotewerks Helped Our Company Grow!

    Reviewed 4 years ago

    Our business model focuses on providing an outsourced procurement staff. I can honestly say we would not be as successful as we are without the use of Quotewerks. The efficiency of getting quotes assembled and distributed allows us to run a lean staff and maximizes our resources. The distributor integrations also reduced our RMAs significantly by allowing us to place the orders directly through Quotewerks instead of manual entry where mistakes can occur. Overall we couldn't be more pleased at how Quotewerks has helped our business grow.

    Pros

    The ease of use and various integrations are some of it's strongest features. We had no issues getting it plugged into our CRM and Accounting software packages. When we had questions, Quotewerks support was always there to help guide us.

    Cons

    Any issues we have with Quotewerks is purely minor issues like adding other shipping companies to the list in the procurement tracking model. There are workarounds to still provide tracking for LTL and regional freight couriers, but it would be nice to be able to have the ability to track all of the couriers.

    QuoteWerks FAQs and common questions

    Q. What type of pricing plans does QuoteWerks offer?

    QuoteWerks has the following pricing plans:
    Starting from: $15.00
    Pricing model: One Time License
    Free Trial: Available


    Q. Who are the typical users of QuoteWerks?

    QuoteWerks has the following typical customers:
    Freelancers, Large Enterprises, Mid Size Business, Small Business


    Q. What languages does QuoteWerks support?

    QuoteWerks supports the following languages:
    English


    Q. Does QuoteWerks offer an API?

    Yes, QuoteWerks has an API available for use.


    Q. What other apps does QuoteWerks integrate with?

    QuoteWerks integrates with the following applications:
    Kaseya BMS, Authorize.Net, Microsoft Outlook, Zoho CRM, Microsoft Azure, FedEx Ship Manager, GoldMine Premium Edition, QuickBooks Online Advanced, Gmail, Act!, Maximizer CRM, Amazon EC2, Sage 50cloud Accounting, Stripe, Salesforce Sales Cloud, SugarCRM, Google Contacts, Stripe Billing, ConnectWise Manage, Quickbooks Online, Autotask PSA, HubSpot CRM, Microsoft Word, Microsoft Excel


    Q. What level of support does QuoteWerks offer?

    QuoteWerks offers the following support options:
    Phone Support, FAQs/Forum, Knowledge Base, Email/Help Desk, Chat

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