QuoteWerks Pricing, Features, Reviews & Comparison of Alternatives

QuoteWerks

Quoting & Proposal CPQ Solution Integrating w/ Your Systems

4.4/5 (78 reviews)

QuoteWerks overview

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.

QuoteWerks facilitates complete document management, allowing users to open, edit and create documents through the web. Document templates aim to help users to create documents more efficiently. Document editing tools allow users to insert new line items as well as set line item properties, attributes, deposit amounts, and shipping amounts. Users can also lock and unlock documents, change the DocType, and move single or multiple lines in the quote.

Security restrictions ensure that users can only open and edit quotes, fields, or cells to which they have authorized access. The inbuilt QuoteWerks contact database centralizes contact information, thereby helping users to search for and retrieve contact information easily. Users can also search for contact information stored in ConnectWise, Salesforce, Google Contacts, and other connected systems, and locate products in native or distributor databases.

Supporting quote delivery, QuoteWerks enables users to preview, print and email quotes online. Other web features include label customizations, column heading customizations, and line item coloring, styling and formatting management.
www.quotewerks.com

Devices

Business size

S
M
L

Markets

United States, Australia, Canada, Europe, United Kingdom

Supported languages

English
QuoteWerks screenshot: Create, edit, and view quotes from anywhere using a web browserQuoteWerks Introduction VideoQuoteWerks screenshot: Use Etilize Search to locate distributor productsQuoteWerks screenshot: Find a ConnectWise contact by searching the company nameQuoteWerks screenshot: View document information including document number, status, and typeQuoteWerks screenshot: Preview, print, email or upload quotes to QuoteValetQuoteWerks screenshot: Deliver quotes via emailQuoteWerks screenshot: Search products by manufacturer, description or keywordQuoteWerks 4-Minute Quick Tour

QuoteWerks reviews

Value for money
Features
Ease of use
Customer support
  4.4
  4.2
  4.3
  4.5
Garry Adams

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

Used daily for 2+ years
Reviewed 2017-12-05
Review Source: Capterra

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Cheryl Moellenbeck Tallman

We ♥ QW!

Used daily for 2+ years
Reviewed 2018-08-24
Review Source: Capterra

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. .

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Norm Bonenfant

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

Used daily for 2+ years
Reviewed 2018-03-08
Review Source: Capterra

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 or inter-company personnel. 7) Interface looks the same as it did in 2012 when we started. 8) Not enough logging of estimates as they change or are updated. 7) No scheduling functions. 9) No "app" for smart phones. 8) Minimal Export functions. 9) Dashboard notification options are very limited to just two integration programs and not for overall quoted work. 10) No Service Operations Automation or Order management. 11) Does not allow for Teams or intercompany groups to be part of an estimate. 12) No intercompany communication short of a new added dynamic notes field which seems to be built with 1995 technology. 13) No auto follow up emails for estimates unless in Quote valet and they are somewhat generic. 14) Does not export "ship to" field to MOST integrated software packages. 15) No ability to auto CC office staff when creating an email template.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 2/10

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Jeff Clifton

Best I've found

Used daily for less than 6 months
Reviewed 2020-02-11
Review Source: Capterra

I used to have super-complex spreadsheets with material pricing, labor pricing, assemblies, etc. QuoteWerks has enabled me to finally step away from those. Other quoting solutions I tried just wasn't built for complex situations such as assemblies with multiple components. I don't think I've even begun to scratch the surface of what this software can do. It's definitely worth the time to get it up and running. Their support has been very helpful and responsive anytime I've hit a roadblock.

Pros
Ability to choose which line items are displayed on final printout. Ability to have assemblies or "groups" with one unit price. Ease of tweaking these factors.

Cons
Wish you could drag a whole group by the group heading and rearrange your quote. Also a Mac version would be nice down the line--I'm the only PC user in this office.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Wayne Shipman

Quotewerks Helped Our Company Grow!

Used daily for 2+ years
Reviewed 2018-08-24
Review Source: Capterra

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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QuoteWerks pricing

Pricing options
Free trial
One time license
Subscription
View Pricing Plans

The QuoteWerks Web license is an add-on license to the QuoteWerks Desktop product that grants users access to QuoteWerks through a web browser.

If users have purchased real-time licenses, Etilize subscriptions, and/or QuoteValet subscriptions for QuoteWerks Desktop, these features will be accessible in QuoteWerks Web.
The QuoteWerks Web access license is $10/month per concurrent user.

QuoteWerks features

API
Activity Dashboard
Activity Tracking
CRM Integration
Contact Database
Contact Management
Email Integration
Real Time Data
Sales Reporting
Search Functionality
Third Party Integration
Workflow Management

Automatic Notifications (59 other apps)
Collaboration Tools (61 other apps)
Customizable Templates (61 other apps)
Data Import/Export (69 other apps)
Lead Capture (55 other apps)
Lead Management (72 other apps)
Reporting & Statistics (73 other apps)
Sales Analytics (67 other apps)

Videos and tutorials

Additional information for QuoteWerks

Key features of QuoteWerks

  • Document editing
  • Document creation
  • Document locking
  • Tax rate lookup
  • Line item addition
  • Deposit amount management
  • Shipping amount management
  • Etilize search
  • Content server search
  • Real-time P&A search
  • Print quote
  • Email quote
  • Quote upload to QuoteValet
  • Leasing information management
  • Label customizations
  • Column heading customizations
  • Sale information management
  • Notes
  • API Availability
  • Data Import
  • Activity Dashboard
  • Audit Trail
  • Signature Capture
  • Electronic Signature Capture
  • Email Integration
  • Forecasting
  • Sales Analytics
  • Collaboration Tools
  • Data Import/Export
  • Sales Analytics
  • Real Time Data
  • Accounting Integration
  • Activity Tracking
  • Audit Trail
  • Auditing
  • Bills of Material
  • Contact database
  • Credit Card Integration
  • CRM Integration
  • Filtering
  • Data Import
  • Signature Capture
  • Document review
  • Document templates
  • Email Integration
  • Estimating
  • Forecasting
  • Opportunity Management
  • Pipeline Management
  • Native product databases
  • Proposal Generation
  • Quote management
  • Real Time Data
  • Receiving
  • Retrieval
  • Sales Reporting
  • Sales Tracking
  • Search functionality
  • Shipping information management
  • Template management
  • Third Party Integration
  • Video Management
  • Workflow Management
  • Activity Dashboard
  • API
  • Electronic Signature Capture
  • Line item coloring & styling management
  • Product data management
  • Quote preview functionality
  • Document management
  • Contact management
  • User Management
View All Features

Benefits

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.