QuoteWerks

QuoteWerks

4.3
(139)

QuoteWerks is a turn-key quoting and proposal solution with over 80,000 Users in 101 countries. What sets QuoteWerks apart is its 55+ integrations with CRM, Accounting, Distributors, FedEx/UPS, Leasing, Sales Tax, Microsoft Word, Dell, Cisco, HP, CDW, NewEgg, Provantage, and more. QuoteWerks is used by companies in almost every industry and by companies of all sizes

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QuoteWerks review by Shelby D.
Shelby D.
Validated Reviewer
Verified Current User
Review Source

"quotewerks - Moderate"

What do you like best?

I like the ease of use and how the product ties into our other softwares and helps to manage our configurations for renewals. We use connectwise so it integrates well with it. It also pull all information from the vendors that we have linked through it. The product makes delivery quotes, proposals, scopes of work, renewals, and other sales packets easy.

What do you dislike?

I diislike how slow the application is. We have upgraded many times, but no matter what the speed of the application lags. the appearance of the application is outdated and can use a facelift (new image).

Recommendations to others considering the product

Use the product to its full capabilities. It does have the ability to only quote from, but the most impact you will get from the product is to use it as it is intended. Dont manually type everything in. It is best to upload all your company data and take the time to make sure it is all correct. In the long run it will save time and make putting documents together to send it out a lot easier.

What business problems are you solving with the product? What benefits have you realized?

As of right now we do not currently use quotewerks to its full ability. it does tend to become confusing without the proper training from the vendor. It is hard for us to understand the greatness of quotewerks since we only use the basics for it. If you do get this product, i recommend using all aspects of it so it makes the functionality of it more impactful

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QuoteWerks review by Jonathan H.
Jonathan H.
Validated Reviewer
Verified Current User
Review Source

"QuoteWerks should be a requirement!"

What do you like best?

The integrations between our vendors and accounting package make the process of generating a professional quote through placing an order extremely easy. In the past what would take our company days to do can all be done within minutes - no exaggerating! The output is consistent and professional. The details are accurate. Overall it is a wonderful time saver. if you are in the business of IT sales this should be a requirement for your toolkit.

What do you dislike?

There isn't much to not like about QuoteWerks. In my scenario it requires my accounting package (QuickBooks) to be open for its integration to work correctly. This means that each QuoteWerks user needs a QuickBooks license also. I understand why it has to be done so I am not complaining all that much. I am just noting that if there was a different way to do it I could save on some QuickBooks licensing.

Recommendations to others considering the product

The integrations to vendors and accounting software are the key. It takes all the searching out of the sales process .

What business problems are you solving with the product? What benefits have you realized?

Before QuoteWerks our process was cumbersome and tedious. My entire team hated to respond to sales requests! now with QuoteWerks I can generate an accurate, professional, standardized quote in minutes. We are all now invoicing approved quotes in as little as an hour! Its made a direct improvement to our revenue.

What CPQ solution do you use?

Thanks for letting us know!
QuoteWerks review by Sammie M.
Sammie M.
Validated Reviewer
Review Source

"Excellent Product! "

What do you like best?

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.

What do you dislike?

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.

What business problems are you solving with the product? What benefits have you realized?

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

QuoteWerks review by Kelly D.
Kelly D.
Validated Reviewer
Verified Current User
Review Source

"Happy to be on board with Quote Werks!"

What do you like best?

We've been impressed with the quality of the organization when it comes to their working processes and implementation team. Every employee has been very courteous and most helpful in answering questions or providing additional information needed to move forward with the Quote Werks product What we are going to like best is having all of our product catalogs in one place and uploaded with the appropriate margins placed on them. This should improve many things for us as a company and expedite the proposal and ordering process as well as eliminate errors or forgotten items that can now be bundled together when sold.

What do you dislike?

As with any new system the time it takes to set up the back end of the software so that it performs as you intend it to do. There are some permissions for our users that we will have to play by ear and make adjustments to the longer and more we use the software.

What business problems are you solving with the product? What benefits have you realized?

Quote Werks should make the proposal process, pricing of products and packages for our customers so much easier as well as more professional looking. Currently we do this in an excel spreadsheet. We sell products for the home and our customers appreciate the visual aspect of seeing the items when giving their final sign off and prior to purchasing. I think Quote Valet will expedite the closing process for our sales team too. We are very new to the product but so far we are very happy with the implementation and the Quote Werks Sales Team.

QuoteWerks review by Jennifer S.
Jennifer S.
Validated Reviewer
Verified Current User
Review Source

"Before QuoteWerks"

What do you like best?

What I like best about QuoteWerks it is customizable. You can customize the quotes and other documents, you can also import customized products lists. This is a big plus. Customizing the quotes and other documents was very limited with our previous vendor. Now, if we don't like the way something looks, it is very easy to change. We can also create certain style quotes for a specific customer and name them individually.

What do you dislike?

The one thing I dislike about QuoteWerks is you cannot search by what is in stock. This is the only drawback that I see.

Recommendations to others considering the product

Take advantage of the trial and see if it will fit your needs. If it does, then you can just purchase the license.

What business problems are you solving with the product? What benefits have you realized?

We are able to have multiple users logged in at the same time and share quotes easily. We are also able to easily integrate with AutoTask to link with our database of customers.

QuoteWerks review by Mary Thomas P.
Mary Thomas P.
Validated Reviewer
Review Source

"Professional leads in no time! "

What do you like best?

Our time also uses ConnectWise so using this program helps save time with data entry. Works well with ConnectWise and drastically speeds up our sales process. QuoteWerks makes it easy to customize our forms. Also, being able to do recurring item quotes has made a huge difference for us!

What do you dislike?

We've encountered a few program crashing issues and sometimes takes frequent reloads to get it to cooperate. This is the only flaw I can think of, however.

Recommendations to others considering the product

Several sales executives as well as the adminstrative assistants use QuoteWerks. Our administrators have the ability to set permissions so the assistants can view the quotes without making changes to them. You should take note, however, that whenever a sales person is out of the office, they do not have the same easy access as the would like to.

What business problems are you solving with the product? What benefits have you realized?

Being able to access real-time pricing and availability has been our biggest benefit of using QuoteWerks.

QuoteWerks review by Administrator
Administrator
Validated Reviewer
Verified Current User
Review Source

"Good Tool for Good Price"

What do you like best?

Quotewerks is great because it's a functional tool that integrates with our CRM, allows us to collect payments at the time of sale (QuoteValet), and the price is reasonable.

What do you dislike?

Extremely old design. Requires server version to get use out of it. Hard to grasp if you're a new user.

Recommendations to others considering the product

Make sure you have a resource dedicated to learning the software before rolling it out to your team. There are so many places to update information, and you want to ensure someone knows exactly how to use it and can provide support to your team if needed.

What business problems are you solving with the product? What benefits have you realized?

Problems solved: ease of quoting clients and collecting downpayments at point of sale. Greatest benefit is being able to move on something without waiting for a check to be mailed and deposited, we can get started as soon as they make payment.

QuoteWerks review by Gabrielle M.
Gabrielle M.
Validated Reviewer
Review Source

"The most adequate tool for quoting I've used thus far."

What do you like best?

I love the ability of QuoteWerks to filter out and target exactly who might be in the market of insurance. It finds potential customers in the area and provides a large database that is easily accessible.

What do you dislike?

The only thing I don't like is that because it is new, it sometimes freezes our computer system. We have been in contact with customer service and they have been immensely patient and helpful.

Recommendations to others considering the product

Definitely one of the most useful tools out there. You should certainly try to implement QuoteWerks into your business sales.

What business problems are you solving with the product? What benefits have you realized?

We are navigating the murky waters of figuring out how to weed out leads that have been in our system but don't come to fruition. QuoteWerks has allowed us to accomplish this which has been a big benefit to our business.

QuoteWerks review by Catherine F.
Catherine F.
Validated Reviewer
Review Source

"A solid program with a few quirks"

What do you like best?

Overall it is pretty easy to get used to working in QuoteWerks for the standard user. The admin isn't hard once you learn the nuance of how it works. I think the document form management could be easier but it isn't anything that makes it not worth dealing with.

What do you dislike?

The general template scheme. The document themselves aren't hard but there is a bit of an oddness to it, the email templates seem to be hit or miss, even the spellcheck doesn't work well as spell check keeps trying to check the spelling the HTML not just the email

Recommendations to others considering the product

Make sure you have someone a little geeky on your staff for best results, it isn't normal user manageable.

What business problems are you solving with the product? What benefits have you realized?

We get professional looking quotes that out rank other businesses in our field. Consistent usage has given us better results in our invoicing ( connected with quick books) and better history with our customer relationship manager.

QuoteWerks review by John K.
John K.
Validated Reviewer
Review Source

"Review from an administrator, after 6 years"

What do you like best?

The fact that we have an international presence requires us to be able to provide quotations in multilingual formats. QuoteWerks allows us to fully customize the layouts.

What do you dislike?

The integration to our CRM could have been stronger. While we can migrate to Opportunities in SugarCRM and create new records and even schedule follow up calls in CRM, the process circumvents our CRMs data requirements, rendering the final record incomplete. There are also certain reports that could be a little more "robust".

Recommendations to others considering the product

Review your sales model and understand the applications that need to communicate with one another - notably, CRM. CRM and QuoteWerks should work hand-in-hand, as both will drive sales.

What business problems are you solving with the product? What benefits have you realized?

Greatly assists our pipeline management, allow us to report on capture ratios. We can also quickly review historic data for line items while quoting in a Cost+, List- or static/contract price structure.

QuoteWerks review by Nathaniel B.
Nathaniel B.
Validated Reviewer
Verified Current User
Review Source

"Integrates well with Connectwise PSA"

What do you like best?

Quotewerks provides an incredibly versatile suite of tools and integrates nearly seamlessly with our PSA of choice (Connectwise). It allowed us to remove a lot of frequent mistakes and oversights in our quoting process and has helped us streamline our sales workflow..

What do you dislike?

The UI of the application is a bit kludgy at times and could use an update to feel more at home one Windows 10. The application is incapable of failing gracefully when encountering API issues with Connectwise which while uncommon do happen.

What business problems are you solving with the product? What benefits have you realized?

We were disappointed with the built-in quoting functionality of Connectwise and could not believe how much they expected us to pay for Quosal when the functionality should have been built into the system from the beginning.

QuoteWerks review by Alec M.
Alec M.
Validated Reviewer
Review Source

"Easy and powerful quoting and tracking software"

What do you like best?

I love using this software! It is easy to create a quote and deliver to our clients. I can then track the status of the quote, when and who it was approved by, and view profits created by them.

What do you dislike?

The products section takes a lot of time to create. Etilize helps to find products that we can purchase from other vendors but to get our services and products set up took some time.

Recommendations to others considering the product

Just get the software! Setting up the software can be a pain but once everything is how you want it there is no going back!

What business problems are you solving with the product? What benefits have you realized?

We needed a software that would streamline our quotes and provide our clients with something that is easy to ready, accept, and pay for if they decide to move on with our recomendations.

QuoteWerks review by Jeremy H.
Jeremy H.
Validated Reviewer
Verified Current User
Review Source

"This is Lifesaving!"

What do you like best?

I love the automation of everything and having it all on one screen!

What do you dislike?

There could be easier automation and ability to link multiple systems together for small offices. We only have a couple people so it's not always beneficial to put it on the network (yet).

Recommendations to others considering the product

Think about making linking systems together easier. SOme companies are like mine and may not have benefits to have it on the network for a short time period. We have had issues linking 2 computers together to make information viewable.

What business problems are you solving with the product? What benefits have you realized?

Optimization and automation has been a big problem for my company early on. With the software, we have automated our process and potentially saved thousands of dollars in operations cost.

QuoteWerks review by Consultant in Hospitality
Consultant in Hospitality
Validated Reviewer
Review Source

"Different kind of proposal solution"

What do you like best?

This one is a different kind of cookie. It's not the usual kind of CRM, which means I had to use a different mindset to get around this. (Hey, some things are a habit.) It might be hard for the average CSR user to let go of a few biases, but once we get around that...

This one works.

1. It's affordable.

2. It does offer a turn-key solution to help us evolve our sales, faster.

3. It's easy to set-up and use.

4. I could see why this would be awesome for first-time users or new business owners.

What do you dislike?

There are, unfortunately, more than a few cons about this software. This is even after we change our mindsets about how to use it.

1. There are limited bells and whistles. (Other CRMs offer more and are more easily customizable.)

2. I had a harder time using its search features. I didn't get the information I wanted it the way I wanted it.

3. The Dashboard is, at best, barely meh.

4. These guys REALLY need to get some apps ready so it's more easily integrated.

Recommendations to others considering the product

This isn't the full CRM you might be wanting. What makes it worthwhile is that it's easy to set-up, easy to use, and easy to get others trained on this system. In terms of writing quotes (and only writing quotes), it's pretty efficient. If you need this to work with apps, especially for those out in the field, you'll be disappointed.

What business problems are you solving with the product? What benefits have you realized?

I could train people fairly easily on this, which would make it excellent for the new business owners. It does make writing/modifying proposals/quotes very easy.

QuoteWerks review by Robert C.
Robert C.
Validated Reviewer
Verified Current User
Review Source

"Solid system but not very flexible"

What do you like best?

The ability to re-order line items, change attributes (i.e. capital purchase vs subscription), add leasing options and connect to vendor databases is very useful.

What do you dislike?

The system is cannot be very customized so users need to be instructed which fields are required and which fields they can skip when filling out information. Although it connects to several CRM systems, the connections cannot be customized so you need to adapt your processes to how the software is set up.

What business problems are you solving with the product? What benefits have you realized?

We are able to bring in real-time pricing from several vendors in order to quote more competitively. The system also saves time by allowing us to include product literature and proposals before and after quotes within a single PDF file.

QuoteWerks review by Bobby C.
Bobby C.
Validated Reviewer
Verified Current User
Review Source

"Improved my quotation turnaround by 10 times !"

What do you like best?

I love using QuoteValet , it's a professional way to deliver quotes and ensure that proper approval is given, deposit is paid and terms and conditions are accepted before completing the work,

What do you dislike?

The UI looks a little bit old fashioned, I look forward to seeing some upgrades to the UI with a SaaS based version.

Recommendations to others considering the product

I would recommend QuoteWerks as its great value for money compared to other competing products, has all the features and functionality you could ask for and it will save you time.

What business problems are you solving with the product? What benefits have you realized?

We are winning more quotes by delivering them quicker to clients, it has meant our success rate has increased and our sales pipeline is growing quicker .

QuoteWerks review by Steven T.
Steven T.
Validated Reviewer
Verified Current User
Review Source

"Highly recommended"

What do you like best?

There are certain things I can't imagine doing without and QuoteWerks heads up that list. We are an Autotask user and got by for a few years with the built-in quoting tool, which isn't bad. I heard the pitch a for QuoteWerks few times and decided to give it a try. I was immediately impressed with the integration with Autotask, QuickBooks, and my four main I.T. distributors. I'm getting more advanced now, using option groups and other cool features. The best thing is the ability to quickly send a quote, track when it's being opened (and reopened), and getting that magic "Approved" email. Selling hardware, software, and services is unimaginable without it.

What do you dislike?

There are almost no negatives. I wish it were a hosted cloud app, but it works just fine on our network. We use remoteapp to serve it up and it works fine.

Recommendations to others considering the product

I believe there's a trial. If you can attend training, do so. It's easy to do the basics but going deeper yields even more benefits.

What business problems are you solving with the product? What benefits have you realized?

Timely quoting and sales, Easy options and choices for clients. Seamless integration with Autotask and QuickBooks.

QuoteWerks review by Stephen M.
Stephen M.
Validated Reviewer
Verified Current User
Review Source

"QuoteWerks Improves Sales Effeciency"

What do you like best?

The Etilize integration and direct distributor ordering is a very time saving feature. Additionally, the ability to fully integrate with Connectwise has improved our process tremendously. We can customize the reports to look exactly like we want them to. This makes us look more professional than our competition not using QuoteWerks.

What do you dislike?

The interface is a bit cluttered and outdated, and sometimes it can be confusing on how to do something, but the documentation and access to support solve any issues we have had.

Recommendations to others considering the product

We highly recommend Quotewerks over the competition like Quosal as it is easier to use, less expensive and fast. The integrations with the PSA systems and QuickBooks are amazing. We save a lot of time and money using the Etilize and Distributor integrations.

What business problems are you solving with the product? What benefits have you realized?

We are able to produce nicer looking proposals faster and more efficiently saving us time and closing more deals. Without this tool we'd still be producing quotes in Word manually or just sending stuff our from QuickBooks.

QuoteWerks review by Bobby R.
Bobby R.
Validated Reviewer
Verified Current User
Review Source

"Great time saver and profession looking quotes"

What do you like best?

By using Etilize we can see the pricing of all our vendors and choose who to purchase from. The quotes are very professional when sending to customers. Ease of use. If you like you can just open a new quote and just start typing. Being able to save as a PDF, email or print the quote. I constantly use all three options.

What do you dislike?

The integration with QuickBooks is an issue at times. It is hard to determine when to stop using Quotewerks and when to start using QuickBooks. I have tried Quote Valet and in our business it was not really necessary. I cannot pull the sales tax rate from QuickBooks. Would like to create a list of most common items used at Vendors so as to not have to search all the time.

Recommendations to others considering the product

Take the training classes they offer and watch the online videos that are provided. It helps in selecting the correct products and the trainers are excellent.

What business problems are you solving with the product? What benefits have you realized?

From quoting to invoice completion it is becoming a more streamlined process. We are able to see where we can order at the best price and who has it in stock and order accordingly. With the dash board you can get useful data on your open and closed quotes for tracking purpose. If in a larger organization it would be beneficial to have the dashboard up on a large screen for all to see.

QuoteWerks review by David R.
David R.
Validated Reviewer
Verified Current User
Review Source

"Improve our ability to quote in minutes"

What do you like best?

The Etilize subscription and real-time integration with our Distributors allows to see stock availability and which warehouse the items are located at. This allow us to provide a realistic delivery time frame inclusive of shipping cost. The items with pictures and description also provides a professional touch to quotes.

What do you dislike?

You have to purchase multiple user licenses to allow for concurrent access.

There is no built-in importation duties calculation for items thats attract imporation taxes and fees.

There is work around using lines entries and formulas.

For optional items without using quote vallet, youn have to create different quotes.

Back is not friendly, you have to copy folders

What business problems are you solving with the product? What benefits have you realized?

Allows us to provide professional quotes and only export won quotes to quickbooks accounting tool for invoices.

Allows to to compute gross margins and commission on sales for sales staff

Bill of materials from Cisco CCW tool can be exported and imported into Quotewerks reducing time to quote.

QuoteWerks review by Administrator in Information Technology and Services
Administrator in Information Technology and Services
Validated Reviewer
Verified Current User
Review Source

"Great quoting tool"

What do you like best?

Easy installation, lisensing model is easy to you and they updated the program at least 3-4 time an year.

What do you dislike?

It does not work with my accounting software, sage, however it does work with others.

Recommendations to others considering the product

I believe this is a very powerful tool, it has several integrations available that makes your life easier and makes you look good to your customers. I don’t think it’s too expensive, however they do have addons that can make life easier but will bring the bill higher.

What business problems are you solving with the product? What benefits have you realized?

It makes easier for my sales team to create, edit it and send quotes, no need to use excel and it works with out vendors for easy pricing and part catalogs as well.

QuoteWerks review by Malikah A.
Malikah A.
Validated Reviewer
Review Source

"Quotewerks review"

What do you like best?

Quotewerks has the ability to see when customers view your quote which is a great trigger for sales manager to follow up on their proposal. The ability for the software to integrate with CRM and outlook is also helpful since we receive customer inquiries via CRM. The software is easy to use and set up.

What do you dislike?

The reporting function is not the best and to use remotely we must use a VPN to access it. The Quote Valet add-on is helpful for viewing existing quotes but not necessarily for creating new quotes.

What business problems are you solving with the product? What benefits have you realized?

Providing sales quotes to customers and following up on proposals.

QuoteWerks review by Caitlyn C.
Caitlyn C.
Validated Reviewer
Review Source

"Great Proposal Software"

What do you like best?

The software was very easy to use and gave relatively accurate numbers for our quotes. Super easy to use and better quality than microsoft excel

What do you dislike?

There is not much that I dislike. Wish you could connect more CRM applications and sales information

Recommendations to others considering the product

Great product for businesses of all types! Pricing is great and customer service is pretty good. Allows you to combine all the important information about your business and have it in one place. I would definitely recommend this and I will continue to use in my business!

What business problems are you solving with the product? What benefits have you realized?

Easy to set goals for my business and helps include customer information into our practice.

QuoteWerks review by Administrator in Telecommunications
Administrator in Telecommunications
Validated Reviewer
Verified Current User
Review Source

"Quotewerks "

What do you like best?

The ease of use is the best feature. We have some users that are not "technically" savvy. They have been able to pick up using it right away.

What do you dislike?

I still have not found anything too distasteful about the software. I wish I had more vendors that utilize Etilize. That would be the only problem we have found.

Recommendations to others considering the product

Use the trial version and make sure you watch their YouTube videos.

What business problems are you solving with the product? What benefits have you realized?

Our goal was to simplify the quoting process for the less technical sales personnel. We also wanted to decrease the time from initial contact to providing our clients with a quote. Quotewerks has done that for us. The integration between Quotewerks and QuickBooks has been the most beneficial. This integration speeds up the process from the sale of the project to the ordering of materials. All around we have found QuoteWerks to be beneficial.

QuoteWerks review by Peter H.
Peter H.
Validated Reviewer
Verified Current User
Review Source

"Quotewerks - I wish I had purchased this 15 years ago"

What do you like best?

I really like the capability to search my vendors and get best prices and descriptions.

What do you dislike?

The help is not always easy to use. When searching for an answer, it is often more helpful to read the manual than go to help.

Recommendations to others considering the product

Consider how many quotes you do per year and evaluate the cost of preparing them against the license.

What business problems are you solving with the product? What benefits have you realized?

1.) Get a signed "contract" from customers accepting a quote.

2.) Get realtime pricing and content from vendors

3.) Format and track quotes in a convenient format

4.) Interface to Autotask so there is no duplicate demographic data entry.

5.) Upload vendor content along with contract.

QuoteWerks review by Cheryl H.
Cheryl H.
Validated Reviewer
Verified Current User
Review Source

"Excellent Software"

What do you like best?

The configurator is a great tool. When we hire a new sales person on, we can have them use that and as they go through, it will recommend items that go with that item and will not offer the wrong option. In all, very easy to get a new person up and running.

What do you dislike?

Reports are hard to setup. I have been able to create 3 but would like more.

Recommendations to others considering the product

Have someone that understands software and read the directions on how to make changes.

What business problems are you solving with the product? What benefits have you realized?

Less mistakes on quotes and orders. This includes both solving and the benefits we have received from the software.

QuoteWerks review by Brian G.
Brian G.
Validated Reviewer
Verified Current User
Review Source

"Great Flexible Tool for the whole process"

What do you like best?

I've been using Quotewerks for several years now. It pulls from our Connectwise CRM, creates the quote, and then manages the entire process through followup, approval, purchasing, receiving and billing. No more worries that something will fall through the cracks.

Quotewerks is very flexible, and quick to act on reasonable feature requests.

What do you dislike?

The process to save a quote can be slow at times due to the connectwise integration. Some processes could be streamlined to fewer clicks.

What business problems are you solving with the product? What benefits have you realized?

We moved from Excel spreadsheet quotes to Quotewerks. We now have almost no mistakes on proposals, I don't miss checking and rechecking formulas. Previously we had a lot of duplicate entries and manual processes, Quotewerks automates everything from the quote through the invoice and no duplication!

QuoteWerks review by Michael V.
Michael V.
Validated Reviewer
Verified Current User
Review Source

"Great tool, just requires you to put in the time and effort to make it work"

What do you like best?

Ability to pull current inventory from participating vendors with pricing and support materials.

What do you dislike?

Estimates are very difficult to layout and get right without programming knowledge. Optional items are a pain to get to look proper on a quote to indicate they are optional and not included. I think it's very difficult to link spec sheets and pictures to items in the inventory.

Recommendations to others considering the product

Put in the time and money to deploy it properly or you won't be satisfied with the results. It's a powerful tool and takes training and time to implement. You also need to commit to maintaining the database to keep it current.

What business problems are you solving with the product? What benefits have you realized?

Professional looking quotes delivered electronically. Our quotes look much more professional and the customers enjoy accepting online with all the tracking that goes with it.

QuoteWerks review by Katie P.
Katie P.
Validated Reviewer
Verified Current User
Review Source

"Great quoting software and proposal delivery"

What do you like best?

My absolute favorite feature of QuoteWerks is QuoteValet, which enables you to send your proposal to a potential client in the form of a webpage. They can select optional add-on items, ask questions and even approve and sign. It has given the company I work for a great edge against our competitors. Since using QuoteWerks, we have won several high dollar contracts. Our customers love how professional the proposals look and we love how everything seems so automated. You can also integrate it with other software, such as Sedona. The integration is pretty seamless and has cut down on the amount of time put into creating new jobs. The bundling feature enables us to create quick proposals for some of our more popular security, camera and automation packages.

What do you dislike?

My only qualm with the software is that the user licenses are set on a 24 hour timeline. If I log in to QuoteValet for even just 3 minutes and then log out, that user license is still registered as being used until the following day.

Recommendations to others considering the product

Make sure to purchase an extra license if you are using QuoteValet and have employees in the office who often log in to keep track of sales and proposals.

What business problems are you solving with the product? What benefits have you realized?

The biggest issue we faced before QuoteWerks was being able to quickly and efficiently send a customer who lives 3 hours away a proposal without having to mail it or have a rep drive out there to get the physical signature. QuoteWerks has completely fixed that issue.

QuoteWerks review by Shawn S.
Shawn S.
Validated Reviewer
Verified Current User
Review Source

"The best quoting software that is out there!"

What do you like best?

Being in the technology field I love the capability to pull pricing, product information and pictures directly from our distributors. Also the QuoteValet feature is amazing and the customers like the easy process of approving quotes and paying.

What do you dislike?

Patiently waiting for the cloud version of QuoteWerks so that it can be used on any of my devices from anyplace.

Recommendations to others considering the product

Just try it out and you will love it! Support has been great also!

What business problems are you solving with the product? What benefits have you realized?

Instead of having word files disorganized this has saved me a ton of time and really organized quoting process.

QuoteWerks review by Eric B.
Eric B.
Validated Reviewer
Verified Current User
Review Source

"Quotewerks saves hours of my time"

What do you like best?

I hate duplicating work and entering useless information and I don't have to do that with QW. It pulls descriptions and part #'s from Etilize. I can create a PO and send it directly to QuickBooks. I only have add the products that I sell to QuickBooks. the list goes on. But the time saving is the most valuable benefit of using the program.

What do you dislike?

I think most of my dislikes are things that could be fixed with additional training. creating layouts are a challenge for me as well as creating the "item numbers" that work with both QuickBooks and Connectwise.

Recommendations to others considering the product

Try it. - there is no down side

What business problems are you solving with the product? What benefits have you realized?

it creates a visually appealing quote in minutes that would take hours with QuickBooks or Excel

QuoteWerks review by Nikkii K.
Nikkii K.
Validated Reviewer
Review Source

"Solid tool that gets the job done. "

What do you like best?

This is a great tool that does what it’s supposed to do. It’s easy to make changes and adjustments, easier to write in specific discounts, and I like the ability to email my quotes out directly from the system.

What do you dislike?

It could be easier to learn... took a long time to get comfortable in the system.

Recommendations to others considering the product

This is a great tool! It’s not the best fit for someone who is not technical, but if you are comfortable learning how to use new software then you will do fine with Quotewerks.

What business problems are you solving with the product? What benefits have you realized?

Used to send out quotes to prospects and clients.

QuoteWerks review by Henrik C.
Henrik C.
Validated Reviewer
Verified Current User
Review Source

"QuoteWerks works"

What do you like best?

QW has a lot of possibilities for customization and it is quite easy to use. It is stable and new versions are constantly provided with new features.

What do you dislike?

The UI is a bit old fashinoned and the report generator belongs to the 60's. We need a real WYSIWYG/grphical tool for this...

Recommendations to others considering the product

Very US centric but still able to handle currencies etc. Integrations to distributors etc. is focused around IT and the US market.

What business problems are you solving with the product? What benefits have you realized?

Sales people entering their sales orders. QW works as a middleware for us between Maximizer CRM and our Navision ERP.

QuoteWerks review by User in Information Technology and Services
User in Information Technology and Services
Validated Reviewer
Review Source

"Not a fan"

What do you like best?

It's hard for me to find something that I like about QW. I mean, it does the job and it presents our proposals in contracts in an organized fashion. But we can't use the Quote Valet feature or any of the other stuff.

What do you dislike?

Like I mentioned, we can't use most of the features. Also, the communication between QW and CRM is awful. If we close something in QW (won or lost) it almost never closes it in CRM. We have to go back in and manually close the opportunity in our CRM. Also, the projected revenue is practically a made up number. It never matches. We've checked the links and everything -- still wrong. If we turn something over and then make a change, we can't resubmit. In our industry, it's pretty imperative that we can make changes to existing orders.

Recommendations to others considering the product

Update and make communication more seamless

What business problems are you solving with the product? What benefits have you realized?

Organized and professional quotes and contracts.

QuoteWerks review by C.J. E.
C.J. E.
Validated Reviewer
Verified Current User
Review Source

"We LOVE QuoteWerks!"

What do you like best?

Quote Valet is an amazing tool. The insight you get into the sales process, and what your customers are doing is invaluable. The integration with both QB and Connectwise is also extremely valuable.

What do you dislike?

It can be a challenge to get the customization done, but well worth it in the end.

Recommendations to others considering the product

JUST DO IT! It will make your life easier and give you a more professional look in the process.

What business problems are you solving with the product? What benefits have you realized?

QuoteWerks make it easier and faster to deliver accurate quotes and proposals to my customers .

QuoteWerks review by Rob P.
Rob P.
Validated Reviewer
Verified Current User
Review Source

"Solid tool, professional support, dated architecture"

What do you like best?

QuoteWerks is powerful, flexible, and reliable. Clients like the online approvals, sales people like being able to bang out a quote quickly, and I like how well it integrates into the rest of our systems, including Quickbooks and ConnectWise. Also, their support is great.

What do you dislike?

It's based on an architecture that's about fifteen years out of date. A client application runs on the workstation that hits a flat file database on a file server. We long ago moved it to a RemoteApp/Terminal Server environment, and you will too if you want to be able to use it in and out of the office.

Recommendations to others considering the product

Put it on a terminal server.

What business problems are you solving with the product? What benefits have you realized?

Quotewerks handles all of our quotes, large and small.

QuoteWerks review by Consultant in Information Technology and Services
Consultant in Information Technology and Services
Validated Reviewer
Verified Current User
Review Source

"Love it!"

What do you like best?

I like the ability to give very detailed descriptions with the products I am quoting. In IT it really helps to show exactly what the product you are selling can do. This helps to eliminate a lot of questions and close sales faster.

What do you dislike?

I don't have any dislikes to speak of. If anything, there was a slight learning curve when I first started using QuoteWerks, but that was very quickly done away with after a couple of test quotes.

Recommendations to others considering the product

Spend time during the trial period and play with all the options. I found that there things QuoteWerks was capable of doing for me that I had been trying to do with QB and Word documents before.

What business problems are you solving with the product? What benefits have you realized?

I really like using QuoteWerks for submitting proposals to my customers. I was using the quoting tool built into my accounting software before and spent a lot of time explaining what each item in my quote was to customers. QuoteWerks allows me to include pictures and much better descriptions of the items I am quoting. I have found that I spend less time having to explain things and I have actually seen an upswing in the number of quotes I have closed deals on since using QuoteWerks.

QuoteWerks review by Consultant in Security and Investigations
Consultant in Security and Investigations
Validated Reviewer
Verified Current User
Review Source

"Love This Quoting/Proposing Tool"

What do you like best?

Very capable quoting and proposal solution with a ton of flexibility. Also love the Quote Valet solution that allows a professional, electronic version of the proposal, along with the availability for customer selected options and updated tax and deposit amounts, at the customer's fingertips.

What do you dislike?

There's really not much to dislike. I guess if I had to be nitpicky...I'd like a little more rubust graphical interface, an 'online' version of the software, and a little more tech support, but again...that's being picky.

Recommendations to others considering the product

You cannot go wrong for the investment. They have several different levels of the software and continue to improve on the solution every week. There is a little bit of a learning curve, but it doesn't take too long and before you know it, you'll be putting out thorough and professional looking proposals that will wow your prospects and set you apart from your competition!

What business problems are you solving with the product? What benefits have you realized?

We have been able to deliver excellent looking proposals to our prospects/customers capturing all necessary costs and giving the customer the ability to make changes on the fly. QuoteValet also links directly to my merchant services gateway allowing customers to pay either the deposit or whole investment amount via credit card right from the solutions. A professional and robust quoting and proposal solution!

QuoteWerks review by Alan F.
Alan F.
Validated Reviewer
Review Source

"Streamlined Quote to Order process"

What do you like best?

Fast and easy quoting, updated pricing and ordering from vendors, and secure electronic ordering for clients. Integrates with my PSA and accounting package. We definitely make more sales with this.

What do you dislike?

I really don't have any dislike's other than it took me too long to go ahead with it. I should of done this years ago. There are only a few other vendors out there that do this type of thing. After evaluating many of them, I settled on QuoteWerks.

Recommendations to others considering the product

Take it for a trial spin, compare it to others, pick the 1 or 2 things you really need and evaluate on that. My biggest things were online ordering for clients and import/export to CVS/Excel. QuoteWerks is the only one I found to be able to do that.

What business problems are you solving with the product? What benefits have you realized?

Quoting is faster and easier, online order forms make order to delivery times faster, electronic ordering from distributors make for quick and simple processing, without a missed order. Keeping margins in check is also a big plus. We set the default markup or profit, and the default prices are set. I think our deals are closing with much more margin than they did before.

QuoteWerks review by Alexis K.
Alexis K.
Validated Reviewer
Verified Current User
Review Source

"Love this software!"

What do you like best?

QuoteWerks works well with our ConnectWise package. It allows us to integrate our quotes with our billing and procurement systems without manual work. I love automation.

What do you dislike?

There isn't much I dislike about this product. Whenever I've had a question or issue, their technical consultants help troubleshoot and get us headed in the right direction.

What business problems are you solving with the product? What benefits have you realized?

QW allows us to automate and streamline a number of roles in the company from Engagement employees to Sales employees to Accounting employees. We have benefited greatly from the automation.

QuoteWerks review by BJ J.
BJ J.
Validated Reviewer
Review Source

"Love this program. Very Helpful! "

What do you like best?

With QuoteWerks I can create quotes and proposals. Many options available for my customers to choose from. It help us out allot! I know when my customers view their quotes. It integrates with my other programs as well.

What do you dislike?

There is not much at all to dislike about this program. It makes everyday projects so much easier!

Recommendations to others considering the product

Get it! We love it and it makes everything so much earier!

What business problems are you solving with the product? What benefits have you realized?

My sales team is not bombarded by any accounting stuff and vice versa!

QuoteWerks review by Sue S.
Sue S.
Validated Reviewer
Review Source

"Quotewerks does everything we need it to for quoting"

What do you like best?

It's nice to be able to create a quote and then when I go to sell the same product be able to cut and paste the options into a new quote.It also integrates very well into ConnectWise.

What do you dislike?

At times, Quotewerks can be a little clunky. It could use a few more bells and whistles.

Recommendations to others considering the product

Quotewerks is a relatively low cost quoting tool and integrates very well with ConnectWise and I believe other CRMs.

What business problems are you solving with the product? What benefits have you realized?

We can create bundles in Quotewerks, which is not a feature we were using before. It's quite helpful.

QuoteWerks review by Garry A.
Garry A.
Validated Reviewer
Verified Current User
Review Source

"Use Quotewerks for our quoting and sales process. "

What do you like best?

Realtime pricing and availability lookups. It makes my job so much easier.

What do you dislike?

I wish there was a cloud hosted option available. The local network installation is clunky if you are primarily a remote user.

Recommendations to others considering the product

Make sure you look into all of the available integrations. That's one of the things that makes QuoteWerks powerful for us is that it integrates into all of our other systems.

What business problems are you solving with the product? What benefits have you realized?

We have centralized our quoting, and improved our product lookup and comparison tools significantly. The Quote Valet feature also provides some amazing visibility into what our customers have viewed with our sent quotes.

QuoteWerks review by User in Religious Institutions
User in Religious Institutions
Validated Reviewer
Verified Current User
Review Source

"Perfect for business "

What do you like best?

I love that I can handle my clients request for quotes and give them perfect business needs

What do you dislike?

There is really nothing that I dislike about this product! It has helped my every day business prosper

Recommendations to others considering the product

Must use if you want your sales quotes to be organized

What business problems are you solving with the product? What benefits have you realized?

Keeps every quote I need organized and I am able to give this to other businesses as they need to buy things for their business

QuoteWerks review by Administrator in Financial Services
Administrator in Financial Services
Validated Reviewer
Verified Current User
Review Source

"Cost Effective and Vastly Customizable CPQ"

What do you like best?

The best aspect of QuoteWerks is the ability to create quotes quickly and reliably. Our previous system was burdensome to use. In QuoteWerks many features and actions are just 1 or two clicks away. It has been a joy to train our users on how to use the software.

What do you dislike?

QuoteWerks support is sometimes hard to deal with, but luckily the product doesn't require too much hand holding. Installation and maintenance have been a breeze, QuoteWerks is very easy to work with in our virtual environment.

What business problems are you solving with the product? What benefits have you realized?

Problems:

- Slow Quote Creation and Delivery

- Trackability of document workflow non-existent.

QuoteWerks solved all of these issues for us.

QuoteWerks review by Matt R.
Matt R.
Validated Reviewer
Verified Current User
Review Source
Business partner of the vendor or vendor's competitor, not included in G2 Crowd scores.

"Excellent software, excellent software and a powerful business tool"

What do you like best?

The ease in which we can create sales quotes for clients, quickly and easily. Getting an insight as to what clients are doing with their quotes is fascinating!

What do you dislike?

The time taken to integrate with CRM applications and QuoteValet authentication.

Recommendations to others considering the product

QuoteWerks has been developed and refined for over 21 years and is used by over 74,000 users worldwide - therefore most business' requirements are already in the software and you're sharing the development costs with other people.

What business problems are you solving with the product? What benefits have you realized?

Producing consistent sales quotes that are clear to the client and are quickly accepted

QuoteWerks review by Gregory F.
Gregory F.
Validated Reviewer
Verified Current User
Review Source

"Slow but easy to navigate"

What do you like best?

Simple to learn and utilize. Can load logo and send quotes, invoices and process orders from software easily

What do you dislike?

Super slow. Doesn't use SQL database. Does not allow for full customization with pricing. Can't open more than 5 quotes at a time.

What business problems are you solving with the product? What benefits have you realized?

It worked great for 6 years and then it started crashing constantly and greatly slowed performance.

QuoteWerks review by Rob M.
Rob M.
Validated Reviewer
Verified Current User
Review Source

"Enthusiastic user and add-on developer"

What do you like best?

For businesses that sell almost anything that involves several or more parts or options, and who want to make a professional presentation of the full proposed quote, QuoteWerks is great. Because it is database driven, and not just a document handler, QuoteWerks makes it easy not just to get quotes out to prospects over the web, but also to manage those quotes over time, receive customer acceptance from a selection of options, and do reporting and analytics on the results. It works great stand-alone, or fits very nicely for workflows that go from a CRM system through QuoteWerks to an accounting system.

What do you dislike?

Hard to say anything I dislike, unless it's that the reporting is not as robust you might hope -- but that's remedied with MasterMine for QuoteWerks.

Recommendations to others considering the product

A few times I've seen people try to use QuoteWerks as a replacement for their CRM system. That won't work -- use one of the CRM systems that QuoteWerks links to. We use GoldMine.

What business problems are you solving with the product? What benefits have you realized?

We use GoldMine CRM and find that adding QuoteWerks made it possible to handle more complex quotes than a simple, single-product. We produce better looking Quotes, make better reports (across both the CRM and QuoteWerks) and are also able to better track all of the parts of a quote while keeping the "line-item" level information outside the CRM.

QuoteWerks review by Craig C.
Craig C.
Validated Reviewer
Verified Current User
Review Source

"QuoteWerks has been a life saver"

What do you like best?

Ease of creating quotes. Flexibility is setting up a workflow that works for our company.

What do you dislike?

Wish there was a better way to handle line-item billing. We found a process that works for us, but it's a bit of a work around.

What business problems are you solving with the product? What benefits have you realized?

Sending quotes to customers. Documenting quote/order/invoice statuses. We are now on top of our billing. No more hunting though emails and network drives.

QuoteWerks review by Maury K.
Maury K.
Validated Reviewer
Review Source

"Great for basic quoting"

What do you like best?

I like the ease of adding optional items to a quote and moving the quote through to an order and out to GreatPlains. I also like the connectivity to ConnectWise so that I don’t have to double/triple input information in different programs.

What do you dislike?

The templates are very difficult to customize. They require lots of time and effort to make even a small change.

What business problems are you solving with the product? What benefits have you realized?

Quoting and ordering. We are able to more efficiently work with a quote between multiple people and programs.

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QuoteWerks
4.3
(139)