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QuoteWerks

4.6
(165)

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Quoting & Proposal CPQ Solution Integrating w/ Your Systems

(9)

QuoteWerks Pricing, Features, Reviews and Alternatives

QuoteWerks FAQs

Q. What type of pricing plans does QuoteWerks offer?

QuoteWerks has the following pricing plans:
Starting from: $15.00/month
Pricing model: Subscription
Free Trial: Available

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Q. Who are the typical users of QuoteWerks?

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

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Q. What languages does QuoteWerks support?

QuoteWerks supports the following languages:
English

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Q. Does QuoteWerks offer an API?

Yes, QuoteWerks has an API available for use.

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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, QuickBooks Online Advanced, Gmail, Act!, Maximizer CRM, Amazon EC2, Sage 50cloud Accounting, Stripe, Salesforce Sales Cloud, SugarCRM, Google Contacts, Stripe Billing, ConnectWise PSA, Quickbooks Online, Autotask PSA, HubSpot CRM, Microsoft Word, Microsoft Excel

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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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QuoteWerks product overview

Price starts from

15

/user

Per month

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

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    Starting from

    15

    /user

    Per month

    Free plan
    Free trial
    Pricing range

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    Free trial
    Pricing range
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    QuoteWerks pricing information

    Value for money

    4.5

    /5

    165

    Starting from

    15

    /user

    Per month

    Pricing options

    Free plan
    Subscription
    Free trial
    Pricing range

    Value for money contenders

    QuoteWerks features

    Functionality

    4.5

    /5

    165

    Total features

    60

    3 categories

    Most valued features by users

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

    Functionality contenders

    QuoteWerks users reviews

    Overall Rating

    4.6

    /5

    165

    Positive reviews

    Rating breakdown
    • Value for money
    • Ease of use
    • Features
    • Customer support
    • Likelihood to recommend8.67/10
    Rating distribution

    5

    4

    3

    2

    1

    111

    44

    7

    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.
    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).
    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.
    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.
    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.
    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.

    Overall rating contenders

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    Michael S.

    Senior Product Manager

    Information Technology and Services, 201-500 employees

    Review source

    Overall Rating

    QuoteWerks - Great for Small Business

    Reviewed 3 years ago

    Transcript

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

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    Wayne S.

    Computer Hardware, 11-50 employees

    Used daily for 2+ years

    Review source

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

    Share this review:

    Quotewerks Helped Our Company Grow!

    Reviewed 5 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.

    JL
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    Jimmy L.

    Online Media, 501-1,000 employees

    Used daily for 1-2 years

    Review source

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

    Share this review:

    Robust, intuitive, flexible and very integrated product that improves customer experience.

    Reviewed a year ago

    Quotewerks is a great platform that help us create sales quotes,proposal, submit orders electronically and can still monitor order status with the shipping serial number.The platform is understandable and so robust with great features that provide user with great experience.

    Pros

    It integrates with over 40 software very easily and smoothly. Enhance simplified quote creation process. Its quick and easy to create delivered PDFs.it provide professional looking Quote that can be easily presented to customers. The software interface is simple and easy to create proposal of any complexity. It saves time by minimizing time spent on preparing business proposal. Its dashboard 8s easily navigable and very easy to understand providing real-time information on quotes and orders. Electronic signatures to customers, minimizing paperwork and eliminate some manual process saving much time. I really like the changes made on reporting functionality

    Cons

    I really like how this product is easy yo install, setup and run in Just few clicks. Quotewerks is so amazing and I have no notable weakness on this product

    BL
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    Bruce L.

    Used daily for 2+ years

    Review source

    Overall Rating
    • Value for money
    • Ease of use
    • Features
    • Customer support

    Share this review:

    Needs a UI overhaul

    Reviewed 5 years ago
    Pros

    This program is better than quickbooks for quoting project and it interfaces with quickbooks desktop

    Cons

    The user interface does not follow the normal standards in many cases of the Windows platform for focusing on input areas or utilize drop down lists/lookups to make the program more utilitarian. If they would spend as much time on the user interface as they do updating functionality with databases it would be awesome. Adding a more automated method of building output formats would be welcomed since a person could make a full time job of learning the macro formats.

    AR
    AvatarImg

    Verified reviewer

    Machinery, 11-50 employees

    Used daily for 2+ years

    Review source

    Overall Rating
    • Value for money
    • Ease of use
    • Features
    • Customer support
    • Likelihood to recommend5/10

    Share this review:

    Review of Quotewerks

    Reviewed 5 years ago

    Quotations are efficient to create, easily searchable, trackable and templates allow us to represent multiple business units on one platform.

    Pros

    We use this software on a daily basis for transcribing quotations from suppliers and creating quotations using our branding and templates. 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. The software makes it very easy to create and edit templates for different situations

    Cons

    From out experience it can be difficult to insert drawings/images and other multimedia into the quotes. We have had some stability issues in the past but the current release seems to have solved that

    LM
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    Lionel M.

    Online Media, 501-1,000 employees

    Used daily for 1-2 years

    Review source

    Overall Rating
    • Value for money
    • Ease of use
    • Features
    • Customer support
    • Likelihood to recommend9/10

    Share this review:

    Quotewerks is flexible, stable, complete and feature-rich software for quote management.

    Reviewed a year ago

    Quotewerks has a very easy to manage dashboard which is easy to understand thus providing real-time information on orders and quotes. Again, it provide eye-catching and professional looking quotes which can be easily presented to clients and also it minimize paperwork and eliminate some manual processes which saves much time and effort.

    Pros

    One of the best thing i like most about Quotewerks is the ability to receive notifications to alert you when clients view quotes. It offers a wide variety of templates which are easily customized and it seamlessly integrates with our available CRM tools. I like the fact that it provides the ability to easily and quickly obtain electronic signatures from clients.

    Cons

    To be sincere about the performance of Quotewerks, it is the best, easiest and safest tool for quote management and i have no notable disadvantages to mention about it.

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