This is your compare tray
Apps you want to compare will be listed here. Launch a head to head comparison at any time.
Learn why GetApp is free
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.
Typical customers
Platforms supported
Support options
Training options
Value for money
4.4
/5
81
Starting from
15
/user
One-time payment
Value for money contenders
Functionality
4.3
/5
81
Total features
62
3 categories
Functionality contenders
Overall Rating
4.4
/5
81
Positive reviews
5
4
3
2
1
43
30
5
3
0
AR
Anonymous Reviewer
BR
Balraj R.
JL
Jory L.
TR
Tushar R.
AR
Anonymous Reviewer
AR
Anonymous Reviewer
Overall rating contenders
Michael S.
Senior Product Manager
Computer Software, 51-200 employees
Review source
Transcript
Michael S: My name is Michael, I am a senior product manager. I work in the IT industry, specifically...
Garry A.
Verified reviewer
11-50 employees
Used daily for 2+ years
Review source
Share this review:
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.
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.
Cheryl M.
Verified reviewer
Health, Wellness and Fitness, 1-10 employees
Used daily for 2+ years
Review source
Share this review:
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.
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. .
Danielle P.
Information Technology and Services, 1-10 employees
Used weekly for 2+ years
Review source
Share this review:
The program is fairly simple to use. I was able to quickly train our new hire on how to use the program in a short period of time. I was able to create custom templates for regularly used contracts and orders so I don't have to waste time starting from the beginning each time. Also the fact I can add my start and end date is huge deal for contract quotes. You can also add your own terms and conditions document. They have the best support team I've ever worked with.
Setting up email connector wasn't easy for us. AT one point we had to download the quote pdf and email it because our didn't work. It works now with QuoteValet and I'm forever grateful! So much more professional/
Norm B.
Construction, 11-50 employees
Used daily for 2+ years
Review source
Share this review:
It makes quotes and sends quotes to customers. Offers the ability to make revisions to quotes and keep the originals.
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.
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...
Wayne S.
Verified reviewer
Computer Hardware, 11-50 employees
Used daily for 2+ years
Review source
Share this review:
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.
Q. What type of pricing plans does QuoteWerks offer?
QuoteWerks has the following pricing plans:
Starting from: $15.00
Pricing model: One Time License
Free Trial: Available
Q. Who are the typical users of QuoteWerks?
QuoteWerks has the following typical customers:
Freelancers, Large Enterprises, Mid Size Business, Small Business
Q. What languages does QuoteWerks support?
QuoteWerks supports the following languages:
English
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:
Kaseya BMS, Authorize.Net, Microsoft Outlook, Zoho CRM, Microsoft Azure, FedEx Ship Manager, GoldMine Premium Edition, QuickBooks Online Advanced, Gmail, Act!, Maximizer CRM, Amazon EC2, Sage 50cloud Accounting, Stripe, Salesforce Sales Cloud, SugarCRM, Google Contacts, Stripe Billing, ConnectWise Manage, Quickbooks Online, Autotask PSA, HubSpot CRM, Microsoft Word, Microsoft Excel
Q. What level of support does QuoteWerks offer?
QuoteWerks offers the following support options:
Phone Support, FAQs/Forum, Knowledge Base, Email/Help Desk, Chat