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QuoteWerks
Quoting & Proposal CPQ Solution Integrating w/ Your Systems
(9)
QuoteWerks Pricing, Features, Reviews and Alternatives
QuoteWerks FAQs
Q. Who are the typical users of QuoteWerks?
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
QuoteWerks product 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.
Key benefits of using QuoteWerks
Typical customers
Platforms supported
Support options
Training options
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Starting from
15
/user
Per month
Starting from
No pricing info
QuoteWerks pricing information
Value for money
4.5
/5
165
Starting from
15
/user
Per month
Pricing options
Value for money contenders
QuoteWerks features
QuoteWerks users reviews
Overall Rating
4.6
/5
165
Positive reviews
- Value for money
- Ease of use
- Features
- Customer support
- Likelihood to recommend8.67/10
111
44
7
3
0
Michael S.
Senior Product Manager
Information Technology and Services, 201-500 employees
Review source
Transcript
Michael S: My name is Michael, I am a senior product manager. I work in the IT industry, specifically...
Wayne S.
Computer Hardware, 11-50 employees
Used daily for 2+ years
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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.
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.
Jimmy L.
Online Media, 501-1,000 employees
Used daily for 1-2 years
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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.
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
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
Bruce L.
Used daily for 2+ years
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This program is better than quickbooks for quoting project and it interfaces with quickbooks desktop
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.
Verified reviewer
Machinery, 11-50 employees
Used daily for 2+ years
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Quotations are efficient to create, easily searchable, trackable and templates allow us to represent multiple business units on one platform.
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
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
Lionel M.
Online Media, 501-1,000 employees
Used daily for 1-2 years
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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.
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.
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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