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.
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.
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.
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.
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.
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.
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. .
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.
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.
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.
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.
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.
Pros 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.
Cons Quotewerks provides so many different features it's hard to determine which way is the best way to configure the software without assistant from support.
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!
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!
Pros 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!
Cons The GUI isn't the prettiest or most modern, but it is functional and mostly intuitive. There have been frustrations with technical issues from time to time, but they are usually pretty quickly resolved with help from tech support or in an future software update. Updates are frequent and fix bugs often.
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' 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.
FAQs for QuoteWerks
Below are some frequently asked questions for QuoteWerks.
Q. What type of pricing plans does QuoteWerks offer?
QuoteWerks has the following pricing plans:
Pricing model: Subscription Free Trial: Available (No Credit Card required)
Q. Who are the typical users of QuoteWerks?
QuoteWerks has the following typical customers:
Mid Size Business, Small Business
Q. What languages does QuoteWerks support?
QuoteWerks supports the following languages:
English
Q. Does QuoteWerks support mobile devices?
QuoteWerks supports the following devices:
We do not have any information about what devices QuoteWerks supports
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:
Amazon EC2, Microsoft Azure, SugarCRM, Sage 50cloud, Autotask, QuickBooks Online, Microsoft Dynamics CRM, Salesforce Sales Cloud, GoldMine, Act!, Microsoft Outlook, Microsoft Excel, Microsoft Word, Gmail, Google Contacts, QuickBooks, ConnectWise Manage, Kaseya BMS, ConnectWise UK
Q. What level of support does QuoteWerks offer?
QuoteWerks offers the following support options:
Forum, Knowledge Base, Online Support, Phone Support, Video Tutorials
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