QuoteWerks Features

QuoteWerks

Quoting & Proposal CPQ Solution Integrating w/ your systems

4.41/5 (66 reviews)

QuoteWerks Feature Summary

  • 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

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Automatic Notifications (40 other apps)
CRM Integration (90 other apps)
Collaboration Tools (34 other apps)
Contact Database (40 other apps)
Customizable Templates (30 other apps)
Data Import/Export (31 other apps)
Email Integration (42 other apps)
Lead Capture (33 other apps)
Monitoring (39 other apps)
Opportunity Management (30 other apps)
Quote Management (32 other apps)
Real Time Data (43 other apps)
Sales Analytics (40 other apps)
Sales Reporting (39 other apps)
Sales Tracking (37 other apps)
Search Functionality (40 other apps)
Third Party Integration (51 other apps)

Competitor Feature Comparison

QuoteWerks Feature Reviews

25 reviewers had the following to say about QuoteWerks's features:

Norm Bonenfant

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

2018-03-08

It makes quotes and sends quotes to customers.

Pros

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

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

2/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
( company, 11-50 employees)

We use Quotewerks daily to quote services and product sales.

2018-03-19

helps our sales team to quote, track, and win projects!

Pros

Products are stored in the database to easily select for future quotes. It integrates with Quickbooks sending the quote over to be invoiced.

Cons

The item numbers are limited to a certain number of characters which causes the sync to QuickBooks to fail if your part is too long.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Henrik Christensen

Very useful daily tool

2018-04-26

Nice and easy order entry as well as pricelist control

Pros

We use only parts of the systems as we use it for order entry and not really for quoting and pipeline management.

Cons

It would also be great with some tighter integration to Maximizer - i.e. to the Opportunities part.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Cheryl Moellenbeck Tallman

We ♥ QW!

2018-08-24

We use QW for all sales quotes that are generated in our office.

Pros

We also export .xml files and import them into warehouse management system via edi.

Cons

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

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Amy Gates

Quick and Easy

2018-08-28

We used to create quotes in Word, and that was cumbersome.

Pros

Creating quotes is very easy with QuoteWerks.

Cons

There is not any glaring issues that I have with the system that are worth mentioning.

Rating breakdown

Ease of use
Features

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Gary Fitzgerald

Happily wed to QuoteWerks for 17 years

2018-04-25

It's the lifeblood of our operation.

Pros

Easily quote custom-configurable products 2.

Cons

Won't store its own customer database - requires external CRM 2.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Jason Munzer

Perfect solution for quoting software!

2018-08-24

Before Quotewerks, our office was using Microsoft Word to create quotes, and save them in a random folder.

Pros

Ease of use, ability to customize generated reports, centralized storage for multiple sales persons quotes.

Cons

Fixed field positioning for tabs in software.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Dan Sessler

We all just love it for we have it on a host server so all field salespersons can log in to create .

2018-04-25

Pros

We have over 200 vendors that we keep price changes updated in QW's to make quoting easy any accurate.

Cons

Do wish vendors would use the same format for their price lists and have some automatic way to import from the web.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Hoyt Hagens

Quotewerks Rocks

2014-06-24

QuoteWerks automatically generates opportunities in AutoTask as part of a workflow instead of relying on personnel to remember to create opportunities.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Hospitality company, 51-200 employees)

QuoteWerks - Long Overdue Upgrade

2018-08-27

Quotes created quickly and professionally - what more could you ask for.

Pros

Easy to use and very simply adds features that doesn't change the software UI too much allowing those familiar with previous versions to jump right in.

Cons

Mainly because of the way the database stores quotes and archives.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
( company, 11-50 employees)

Works well - does what it is supposed to do

2017-11-14

Comprehensive quoting tool to give our customers accurate quotes.

Pros

Provides a quoting tool to use for our customers.

Cons

Some issues with Windows updates/database - now causes crashes when loading.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

5/10
Source: Capterra
Helpful?   Yes   No
Read more
Rob Rehburg

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

2018-04-25

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.

Pros

It is customizable to suit our particular needs.

Cons

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Scott Baker

Quotewerks offers seamless integration

2014-06-24

We had been on both of those platforms for years and wanted a good way to tie our information in Autotask CRM to sales orders in Quickbooks.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
chris lockhart

QW saves up time and money. the ability to change template designs to meet each customer is terrific

2018-08-29

typing custom reports per customer needs, this product is a 10 out of 10. the notifications of new software or webinars is every helpful for staying up to date and being trained.

Pros

the ability to change the templates and the customer service is outstanding

Cons

we have a large database that takes a little bit to search through.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Tina McQuiston

It's an admirable system for quoting but, lacking in flexibility

2017-08-09

Pros

There are multiple fields for data capture.

Cons

The overall look of the proposal is ok. I wish there were different format options for more complex proposals. When adding comment fields, it numbers them in the proposal and it's a bit confusing looking. Would be nice to have a hierarchy consisting of a main part number and then the other components under it.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
( company, 11-50 employees)

Fairly solid for the most part

2018-02-28

Pros

QuoteWerks does provide a number of strong features that I'm looking for in a quoting tool. It enables me to customize a number of things so that I can fine tune my quotes and has some very needed pricing tools in place to make quoting easier.

Cons

QuoteWerks doesn't seem to integrate too well with my Sage programs.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Wayne Shipman

Quotewerks Helped Our Company Grow!

2018-08-24

The efficiency of getting quotes assembled and distributed allows us to run a lean staff and maximizes our resources.

Pros

We had no issues getting it plugged into our CRM and Accounting software packages.

Cons

Any issues we have with Quotewerks is purely minor issues like adding other shipping companies to the list in the procurement tracking model.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Balraj Rai

Quoting made easier than ever!

2014-07-23

Using QuoteWerks I am able to produce quotes faster using a much simpler method - this is due to being able to access product databases from more or less any source.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Media Production company, 11-50 employees)

Got to Love it!

2018-08-29

Pros

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

In my scenario it requires my accounting package (QuickBooks) to be open for its integration to work correctly.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Barbara Kweder

Very good time-saving tool

2018-08-24

We have been using QuoteWerks for several years, but I still remember the days of creating quotes in Word, which was tedious and time consuming.

Pros

It links with GoldMine to aid in tracking quotes and creating follow-up reminders.

Cons

Also, the reporting is not very user friendly, although its been recommended we purchase Crystal Reports.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Donna Giamprini

Software is easy to use

2018-04-25

Its our quoting/invoicing software

Pros

I like the reporting function.

Cons

never ending updates. We crash more than I would like When I work remotely it fails far more easily (crashes) Would likle way to have USD to CAD daily rates

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
A verified reviewer

This product has saved me huge amounts of time!

2018-05-24

Pros

I like the integration with Autotask as well as Connectwise and its ability to push data to Quickbooks.

Cons

The only con I have so far has been related to getting the vendor integration working but it was no fault of Quotewerks, it is just due to the nature of using the API

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Source: Capterra
Helpful?   Yes   No
Read more
Tom Tremmel

QuoteWerks User Review.

2018-08-24

Our quotes look much more profession!

Pros

QuoteWerks has turned our quotes from mediocre at best interaction with our customers, to a very professional looking and branding document.

Cons

The template interface should be easier.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Garry Adams

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

2017-12-05

The quote visibility and access to online sync resources is super helpful in our quoting process.

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.

Cons

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
David Duer

Amazing Quote Software

2014-06-26

Our sales team use it on a daily basis and they love it. The quotes are professional looking and clean reducing confusion for the potential client.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more