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QuoteWerks

Quoting & Proposal CPQ Solution Integrating w/ Your Systems

(9)

QuoteWerks Reviews

Overall rating

4.6

/5

177

Rating criteria

  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8.69/10

Reviews by rating

Pros and cons

The software makes it very easy to copy and paste information as well as edit where appropriate. An easy to understand gauge of cost/sales price and profit% allows for simple cost and profit tracking.
A great tool for up selling and cross selling to clients. This is a very robust and reliable Quoting package and sits perfectly between Autotask (our CRM package) and Sage (our accounting package).
While QuoteValet (web-based) appears more modern, the desktop app feels a bit "Windows XP. Overall, fantastic software, extremely affordable, and highly recommended to anyone in the IT industry.
I tried to contact several times but each time I am having problem connecting. It may be my machine problem but I am a little disappointed.
Knowledge base sometimes can be though to find information and they send out several updates through out the year, this can be a bit of a problem when trying to stay current.
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.
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177 reviews

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