QuoteWerks Features

QuoteWerks

Quoting & Proposal CPQ Solution Integrating w/ Your Systems

4.39/5 (79 reviews)

Competitor Feature Comparison

API
Access Controls/Permissions
Accounting Integration
Activity Dashboard
Activity Tracking
Alerts/Notifications
Approval Process Control
Approval Workflow
Audit Management
Audit Trail
Automated Quoting
Billing & Invoicing
Bills of Material
CRM
Cataloging/Categorization
Client Portal
Collaboration Tools
Contact Database
Contact Management
Content Library
Content Management
Contract/License Management
Customer History
Customizable Branding
Customizable Fields
Customizable Reports
Customizable Templates
Data Import/Export
Digital Signature
Discount Management
Document Automation
Document Management
Document Review
Document Templates
Electronic Payments
Electronic Signature
Email Management
Estimating
Forecasting
Inventory Management
Invoice Management
Knowledge Base Management
Multi-Currency
Order Management
Pipeline Management
Price and Cost Calculations
Pricing Management
Product Catalog
Product Configurator
Proposal Generation
Purchase Order Management
Quotes/Estimates
Real Time Data
Real Time Notifications
Real Time Reporting
Reminders
Renewal Management
Reporting & Statistics
Sales Automation
Sales Orders
Sales Reports
Self Service Portal
Template Management
Templates
Third Party Integrations
Version Control
Workflow Management
eCommerce Management
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API
Access Controls/Permissions
Accounting Integration
Activity Dashboard
Activity Tracking
Alerts/Notifications
Approval Process Control
Approval Workflow
Audit Management
Audit Trail
Automated Quoting
Billing & Invoicing
Bills of Material
CRM
Cataloging/Categorization
Client Portal
Collaboration Tools
Contact Database
Contact Management
Content Library
Content Management
Contract/License Management
Customer History
Customizable Branding
Customizable Fields
Customizable Reports
Customizable Templates
Data Import/Export
Digital Signature
Discount Management
Document Automation
Document Management
Document Review
Document Templates
Electronic Payments
Electronic Signature
Email Management
Estimating
Forecasting
Inventory Management
Invoice Management
Knowledge Base Management
Multi-Currency
Order Management
Pipeline Management
Price and Cost Calculations
Pricing Management
Product Catalog
Product Configurator
Proposal Generation
Purchase Order Management
Quotes/Estimates
Real Time Data
Real Time Notifications
Real Time Reporting
Reminders
Renewal Management
Reporting & Statistics
Sales Automation
Sales Orders
Sales Reports
Self Service Portal
Template Management
Templates
Third Party Integrations
Version Control
Workflow Management
eCommerce Management
Visit WebsiteCompare App
API
Access Controls/Permissions
Accounting Integration
Activity Dashboard
Activity Tracking
Alerts/Notifications
Approval Process Control
Approval Workflow
Audit Management
Audit Trail
Automated Quoting
Billing & Invoicing
Bills of Material
CRM
Cataloging/Categorization
Client Portal
Collaboration Tools
Contact Database
Contact Management
Content Library
Content Management
Contract/License Management
Customer History
Customizable Branding
Customizable Fields
Customizable Reports
Customizable Templates
Data Import/Export
Digital Signature
Discount Management
Document Automation
Document Management
Document Review
Document Templates
Electronic Payments
Electronic Signature
Email Management
Estimating
Forecasting
Inventory Management
Invoice Management
Knowledge Base Management
Multi-Currency
Order Management
Pipeline Management
Price and Cost Calculations
Pricing Management
Product Catalog
Product Configurator
Proposal Generation
Purchase Order Management
Quotes/Estimates
Real Time Data
Real Time Notifications
Real Time Reporting
Reminders
Renewal Management
Reporting & Statistics
Sales Automation
Sales Orders
Sales Reports
Self Service Portal
Template Management
Templates
Third Party Integrations
Version Control
Workflow Management
eCommerce Management
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QuoteWerks Feature Reviews

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

Henrik C.

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 M.

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
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chris l.

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
Gary F.

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. Reports contain multiple results for same document - requires massaging data in Excel

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 B.

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 G.

Quick and Easy

2018-08-28

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

Intuitive Quote Management, Updates Can be Tricky

2021-06-11

Overall, QuoteWerks is a positive product to use, but my not be for less technical companies du to upgrade concerns.

Pros

QuoteWerks allows for easy quote management. The product helps create and track quotes with few frustrations.

Cons

Updates to the product can be tricky. Make sure that you have a SQL Egineer available to help with upgrade issues.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

6/10
Source: Capterra
Helpful?   Yes   No

Response from Aspire Technologies


Eli,
Thank you for the review. I understand your concern with self-hosted SQL installations.

This is one of several reasons why we now offer a cloud hosting option where we manage your SQL data for QuoteWerks.

This also helps when using QuoteWerks Web (QuoteWerks in a browser as opposed to Desktop).

More information about the QuoteWerks Database Hosting Subscription can be found here: https://www.quotewerks.com/pricelist.asp#QuoteWerksDBHosting

Thank you again,
The QuoteWerks Team

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Hoyt H.

Quotewerks Rocks

2014-06-24

We have tried many different products (and continue to test for due-diligence) and have never found a product that integrates into our workflow as well as QuoteWerks.

Rating breakdown

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

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
Barbara K.

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
Donna G.

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
( 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

Emails are sent to the addresses you specify alerting that a project has been won.

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
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
Jerry V.

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. I would like to see more characters (beyond 256) for some of the CustomText fields.

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 R.

Quoting made easier than ever!

2014-07-23

There is no need to hop from one application to the next as QuoteWerks is great at working as a filter for all the data I have.

Rating breakdown

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

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
Barbara S.

Relatively easy to use.

2018-04-27

All or most order info in one place.

Pros

Connectivity to our CRM, ACT is extremely helpful as well as to Microsoft Outlook.

Cons

Reporting leaves a lot to be desired.

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 S.

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
Jeff K.

Good quote package

2018-08-24

Pros

Ties into CRM. Easy to organize product database.

Cons

Can't open product database without creating a quote.

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
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
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
Tommy A.

I have been using for over 10 years, Love it!

2018-04-27

All of the accounting/crm programs have some type of quoting module but none of them come close to QuoteWerks.

Pros

The product listing and pricing options are very easy to use, and I can adjust on the fly very easily.

Cons

They work with Google Contacts and Gmail, why not Calendar??

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, 1-10 employees)

Good Software, a little clunky

2018-12-04

It's also nice to have one spot for a common product database. We use it in a terminal server environment and it works well.

Pros

It works well with ConnectWise, and its ability to export to Excel is great.

Cons

The ad-ons, such as Etilize, are OK, but not great. It can be a bit buggy and. The Quote Valet fearute seems nice, but I think it's too expensive.

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
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
Travis O.

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