QuoteWerks Features

QuoteWerks

Quoting & Proposal CPQ Solution Integrating w/ Your Systems

4.4/5 (78 reviews)

QuoteWerks Feature Summary

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

Competitor Feature Comparison

API
Accounting Integration
Activity Dashboard
Activity Tracking
Audit Trail
Auditing
Bills of Material
CRM Integration
Contact Database
Contact Management
Credit Card Integration
Data Filtering
Data Format Management
Data Import
Digital Signature
Document Management
Document Review
Document Templates
Electronic Signature Capture
Email Integration
Estimating
Forecasting
Opportunity Management
Order Processing
Pipeline Management
Preview Functionality
Product Catalog
Product Data Management
Proposal Generation
Quote Management
Real Time Data
Receiving
Sales Reporting
Sales Tracking
Search Functionality
Shipping Management
Template Management
Third Party Integration
User Management
Video Management
Workflow Management
Visit WebsiteCompare App
API
Accounting Integration
Activity Dashboard
Activity Tracking
Audit Trail
Auditing
Bills of Material
CRM Integration
Contact Database
Contact Management
Credit Card Integration
Data Filtering
Data Format Management
Data Import
Digital Signature
Document Management
Document Review
Document Templates
Electronic Signature Capture
Email Integration
Estimating
Forecasting
Opportunity Management
Order Processing
Pipeline Management
Preview Functionality
Product Catalog
Product Data Management
Proposal Generation
Quote Management
Real Time Data
Receiving
Sales Reporting
Sales Tracking
Search Functionality
Shipping Management
Template Management
Third Party Integration
User Management
Video Management
Workflow Management
Visit WebsiteCompare App
API
Accounting Integration
Activity Dashboard
Activity Tracking
Audit Trail
Auditing
Bills of Material
CRM Integration
Contact Database
Contact Management
Credit Card Integration
Data Filtering
Data Format Management
Data Import
Digital Signature
Document Management
Document Review
Document Templates
Electronic Signature Capture
Email Integration
Estimating
Forecasting
Opportunity Management
Order Processing
Pipeline Management
Preview Functionality
Product Catalog
Product Data Management
Proposal Generation
Quote Management
Real Time Data
Receiving
Sales Reporting
Sales Tracking
Search Functionality
Shipping Management
Template Management
Third Party Integration
User Management
Video Management
Workflow Management
Visit WebsiteCompare App

QuoteWerks Feature Reviews

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

Henrik Christensen

Very useful daily tool

2018-04-26

Nice and easy order entry as well as pricelist control

Pros

Easy to use and "integrates" nicely with our Maximizer CRM. We use only parts of the systems as we use it for order entry and not really for quoting and pipeline management.

Cons

The reporting features could be better with some easy-to-use templates, WYSIWYG etc.

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
Norm Bonenfant

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

2018-03-08

It makes quotes and sends quotes to customers. Offers the ability to make revisions to quotes and keep the originals.

Pros

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
Amy Gates

Quick and Easy

2018-08-28

QuoteWerks has saved us time and makes our quotes look more professional.

Pros

It also integrates with our Contact Management software, and that saves me time when it comes to scheduling calls and forecasting sales

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
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
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
Gary Fitzgerald

Happily wed to QuoteWerks for 17 years

2018-04-25

It's the lifeblood of our operation.

Pros

1. Easily quote custom-configurable products 2. Great start to finish application from quote to order to invoice 3. Exceptional customer service

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
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.

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
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

our customer database of over 25 years integrates easily with QW's.

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
Jason Munzer

Perfect solution for quoting software!

2018-08-24

Quotewerks has enabled us to all utilize one system, keep everything organized, track our sales history, and streamline all of our sales processes!

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
Anonymous
(Information Technology and Services company, 11-50 employees)

Quotewerks

2019-05-07

Pros

I like the integration with 3rd party distributors for pricing.

Cons

The limit of 5 quotes open at a time has always been a real pain. I also wish there was a way to visually split the one time purchases from the recurring options.

Rating breakdown

Ease of use
Features

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No

Response from Aspire Technologies


Thank you for taking the time to leave a review! We really appreciate it.

We wanted to let you know that you can change the setting to have up to 10 quotes open at a time and we do have a few different ways to visually split one-time vs. recurring payments using Section Headers, Headings lines, comments, and other options.

If you'd like more information, please contact our support team and they can provide that information to you.

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
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

Manually need to update several different databases on a daily/weekly basis.

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
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
(Machinery company, 11-50 employees)

Review of Quotewerks

2018-11-02

Quotations are efficient to create, easily searchable, trackable and templates allow us to represent multiple business units on one platform.

Pros

An easy to understand gauge of cost/sales price and profit% allows for simple cost and profit tracking.

Cons

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

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
Anonymous
(Computer & Network Security company, 11-50 employees)

Good Tool - a little dated

2018-10-16

Our end to end sales process is managed in QW, it’s a clear and easy to use tool!

Pros

We are able to use product line codes to help with our financial reporting.

Cons

The tool is a little outdated in look and it does crash at times.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

6/10
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
Barbara Kweder

Very good time-saving tool

2018-08-24

QuoteWerks made creating quotations and tracking them quick and easy.

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
Anonymous
(Computer & Network Security company, 11-50 employees)

Quotewerks for IT

2019-07-16

Pros

It has real time pricing from many of our vendors.

Cons

The integration to quickbooks desktop often did not work.

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

Response from Aspire Technologies


Thank you for taking the time to provide a review of QuoteWerks. I am sorry that your experience with the QuickBooks Desktop integration was not up to our standards. At the same time, I am pleased that you have found the QuoteWerks integration to QuickBooks Online to meet your expectations. If you have questions about QuoteWerks or encounter issues, please feel free to contact QuoteWerks Technical Support via phone or email.

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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. Importing products is so easy meaning I do not have to look any further than QuoteWerks.

Rating breakdown

Ease of use
Customer support
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
Travis Offerman

Great quoting with integrations

2018-04-25

Pros

Also like the product database way of doing things.

Cons

really wish it was easier with remote sites.

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
Jerry Vantrease

We have been using QuoteWerks for about 13 years. Every revision gets better results.

2018-04-25

Gave us a valuable quoting systems to go along with ACT.

Pros

I used the results to prove to upper management that it was a good solution to our quoting.

Cons

No real problems to complain about at this time.

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
Clay Harryman

QuoteWerks has everything we need in a quoting system. We tried the rest

2018-04-25

Pros

Integration with leading CRMs

Cons

Difficult to set up. Time consuming to configure at first use.

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
(Information Technology and Services company, 11-50 employees)

Fantastic quoting solution

2019-02-14

Pros

Its integration with PSA tools is top notch.

Cons

Overall the product is great but the design, color scheme, etc are a bit dated.

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