QuoteWerks Pricing, Features, Reviews & Comparison of Alternatives

QuoteWerks

Quoting & Proposal CPQ Solution Integrating w/ your systems

4.43/5 (72 reviews)

QuoteWerks overview

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

Pricing

Pricing options
Free trial
Subscription
Value for money
View Pricing Plans

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
  4.3
  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. 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.

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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. 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.

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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.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.

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Jeff Welch

Quotewerks is a very versatile quoting tool.

Used daily for 2+ years
Reviewed 2018-04-26
Review Source: Capterra

Integration with salesforce.com, a basic configurator and a low price point. Quotewerks has a huge number of features. We extensive use the configurator and bundles that help our staff reduce mistakes. We have Quotewerks linked to salesforce.com and that reduces the amount of double keying and provides a audit trail between the two systems. Quotewerks has a low price point making it ideal for companies to start using a CPQ tool. Quotewerks support is very good because you get to talk to a person about your issues with the software. One service we used that was very helpful was a 1 hour review of how we have our software setup and recommendations for best practices.

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Rob Rehburg

We are a manufacturer's rep firm and this quote-generation software simplified our system.

Used daily for 2+ years
Reviewed 2018-04-25
Review Source: Capterra

Saved time; provided a professional appearance to our out-bound quotes; easily integrated with our accounting software; allowed us to better work together as a team to complete sales; easily integrated with our CRM software. We find QuoteWerks to be fairly priced. It is customizable to suit our particular needs. Whenever we have had any technical trouble, the tech support team has always been quick and very knowledgeable. We have the professional edition tied into our Quickbooks accounting software, which has resulted in a large time savings!

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QuoteWerks pricing

Pricing options
Free trial
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
Email Integration
Quote Management
Real Time Data
Sales Reporting
Sales Tracking
Search Functionality
Third Party Integration

Automatic Notifications (41 other apps)
Collaboration Tools (35 other apps)
Customizable Templates (33 other apps)
Data Import/Export (32 other apps)
Lead Capture (33 other apps)
Monitoring (41 other apps)
Reporting & Statistics (32 other apps)
Sales Analytics (43 other apps)

Additional information for QuoteWerks

Key features of QuoteWerks

  • Document management
  • Quote management
  • Document editing
  • Document creation
  • Template management
  • Document templates
  • Contact management
  • Search functionality
  • Contact database
  • Quote preview functionality
  • Document review
  • Document locking
  • Tax rate lookup
  • Line item addition
  • Deposit amount management
  • Shipping amount management
  • Native product databases
  • Product data 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
  • Line item coloring & styling management
  • Shipping information management
  • Sale information management
  • Notes
  • Filtering
  • Retrieval
  • User Management
  • CRM Integration
  • Accounting Integration
  • API
  • API Availability
  • Credit Card Integration
  • Estimating
  • Proposal Generation
  • Auditing
  • Data Import
  • Data Import
  • Sales Reporting
  • Audit Trail
  • Activity Dashboard
  • Activity Dashboard
  • Audit Trail
  • Signature Capture
  • Signature Capture
  • Electronic Signature Capture
  • Electronic Signature Capture
  • Email Integration
  • Email Integration
  • Forecasting
  • Forecasting
  • Sales Tracking
  • Third Party Integration
  • Activity Tracking
  • Sales Analytics
  • Collaboration Tools
  • Data Import/Export
  • Sales Analytics
  • Real Time Data
  • Real Time Data
  • Opportunity Management
  • Pipeline Management
  • Receiving
  • Workflow Management
  • Video Management
  • Bills of Material
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.