QuoteWerks

QuoteWerks

(125)
4.3 out of 5 stars

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 <span>Shelby D.</span>
Shelby D.
Validated Reviewer
Verified Current User
Organic
Reviewed On

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 the appearance of the application is outdated and can use a facelift (new image).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 <span>Jonathan H.</span>
Jonathan H.
Validated Reviewer
Verified Current User
Organic
Reviewed On

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 <span>Kelly D.</span>
Kelly D.
Validated Reviewer
Verified Current User
Invitation from G2 Crowd on behalf of the vendor
Reviewed On

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 <span>Jennifer S.</span>
Jennifer S.
Validated Reviewer
Verified Current User
Invitation from G2 Crowd on behalf of the vendor
Reviewed On

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 <span>Mary Thomas P.</span>
Mary Thomas P.
Validated Reviewer
Organic
Reviewed On

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 <span>Catherine F.</span>
Catherine F.
Validated Reviewer
Invitation from G2 Crowd
Reviewed On

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.

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QuoteWerks
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