QuoteWerks Software


QuoteWerks is a configure, price, quote (CPQ) solution that can be used in any industry for creating sales quotes and proposals.

QuoteWerks integrates with customer management solutions like ACT!, ACT! for Web, Autotask, ConnectWise, GoldMine, Google Contacts, Maximizer, MS Dynamics CRM, Outlook, Outlook BCM, salesforce.com, SalesLogix and SugarCRM. QuoteWerks also has its own built-in contact database.

Users can import product information by linking QuoteWerks to product database sources like external databases, Excel spreadsheets or text files, or product information can be typed directly into the quote. QuoteWerks can even quote products that are stored in QuickBooks, Sage 50 or Peachtree.

Users can get real-time pricing and warehouse availability from vendors as well as product descriptions, product images and marketing descriptions. Users can also submit orders electronically to vendors and receive order status with shipping tracking numbers, serial numbers and more.

Workbook
Workbook
Workbook
Workbook items
Workbook items
Order status tracking
Order status tracking
Product lookup
Product lookup
Dashboard
Dashboard

Supported Operating System(s):

Windows 7, Windows XP, Web browser (OS agnostic), Windows 8, Windows 10



66 Reviews of QuoteWerks

Overall rating

4.5 / 5 stars

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Verified Reviewer

Number of employees:  11-50 employees

Ease-of-use

Value for money

Customer support

Functionality

August 2018

Got to Love it!

Pros

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.

Cons

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.

chris from fleming electric

Number of employees:  201-500 employees

Ease-of-use

Value for money

Customer support

Functionality

August 2018

QW saves up time and money. the ability to change template designs to meet each customer is terrific

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.

Robson from West End Solutions LLC

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

August 2018

Simple and Fast

We can so quotes very fast and easy for the customer to review, make changes and add notes

Pros

Is very easy to use and very fast
The customer is able to make changes and add notes

Cons

be able to space the rolls for better viewing

Amy from Shop Floor Automations, Inc.

Number of employees:  11-50 employees

Ease-of-use

Functionality

August 2018

Quick and Easy

We used to create quotes in Word, and that was cumbersome. QuoteWerks has saved us time and makes our quotes look more professional.

Pros

Creating quotes is very easy with QuoteWerks. I especially like the templates, it allows me to have most of my quotes created, and all I have to do is make some minor tweaks. 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.

Rory from ValleyMed

Number of employees:  2-10 employees

Ease-of-use

Value for money

Functionality

August 2018

Confusing to use

Pros

Ability to put in all your product and customer data

Cons

Inability to synch said data with our business system (BusinessVision) and CRM (Zoho)

Jim from Allied Network Solutions, Inc.

Number of employees:  11-50 employees

Ease-of-use

Value for money

Customer support

Functionality

August 2018

Great tool

Pros

Easy to use and interfaces well with other programs

Cons

Not very many user friendly automation processes

Brandy from Book Systems, Inc.

Number of employees:  51-200 employees

Ease-of-use

Value for money

Customer support

Functionality

August 2018

QuoteWerks makes things much easier!

QuoteWerks over as a company is wonderful. I attended the workshop in Orlando and just loved it!

Pros

QuoteWerks makes the ability to quickly send a prospect/customer a quote in a matter of minutes as well as the ability to track the quote with QuoteValet!

Cons

Most of the cons have been fixed in the latest releases

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Verified Reviewer

Number of employees:  51-200 employees

Ease-of-use

Value for money

Customer support

Functionality

August 2018

QuoteWerks - Long Overdue Upgrade

Quotes created quickly and professionally - what more could you ask for.

Pros

Easy to use and very simply adds features that doesn't change the software UI too much allowing those familiar with previous versions to jump right in.

Cons

Can be a little clunky and slow at times. Mainly because of the way the database stores quotes and archives. If you are a large company with many sales reps you may have to archive more often.

Jaye from Ben Shaffer Recreation Inc.

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

August 2018

Outstanding "off-the-shelf" solution to sales organizations

Pros

Extremely malleable to many industries. Can pretty much tailor the software to almost any product-oriented sales company's needs.

Cons

Maybe too much focus on the computer components industry.

Cheryl from Fresh Baby

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

August 2018

We ♥ QW!

We use QW for all sales quotes that are generated in our office. Prior to QW, quote writing was done in MS Office. The implementation dramatically reduced time writing quotes and errors. The ACT/Sage/edi integration completely eliminated duplicate data entry. The software is very easy to keep up to date, which was also kind of a 'sketchy' set of tasks prior to QW. The QW tech support people are top knotch professionals. During our implementation they were EXTREMELY supportive and wanted to ensure that we were self sufficient. After 2 years, we don't call them much (I am sure they miss us), but when they do that are terrific.

Pros

Integration with our CRM (ACT) and our accounting S/W (Sage) was a major selling point. We also export .xml files and import them into warehouse management system via edi. Ease of use was also very important to our purchase decision. QW was also recommended to us by our ACT consultant who was familiar with our business. The online QW demo and videos were great at showing the ease of use of the product too.

Cons

The reporting function is not great. We invested in MasterMine for QW. 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. .

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Verified Reviewer

Number of employees:  11-50 employees

Ease-of-use

Value for money

Customer support

Functionality

August 2018

Powerfull Quoting software

Over all this is a great program, very easy to deploy and use, it is comparable with a lot CRMs and account software, and they provide some cool options for extra cost as well.

Pros

easy to use and deploy, not expensive and great customer services.

Cons

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.

Patty from High Tech Systems & Equipment Inc.

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

August 2018

Easiest Software Ever

Everyone in our office are on the same page now when it comes to how our quotes look and what information needs to be relayed to the customer. We are all able to see and have access to each others quotes, which is helpful when someone is out of the office.

Pros

QuoteWerks is very easy to learn to use.

Cons

I wish the amount of characters allowed for a part number when building a bundle were more. We have very long part numbers in our business

Wayne from ProcureIT

Number of employees:  11-50 employees

Ease-of-use

Value for money

Customer support

Functionality

August 2018

Quotewerks Helped Our Company Grow!

Our business model focuses on providing an outsourced procurement staff. I can honestly say we would not be as successful as we are without the use of Quotewerks. The efficiency of getting quotes assembled and distributed allows us to run a lean staff and maximizes our resources. The distributor integrations also reduced our RMAs significantly by allowing us to place the orders directly through Quotewerks instead of manual entry where mistakes can occur. Overall we couldn't be more pleased at how Quotewerks has helped our business grow.

Pros

The ease of use and various integrations are some of it's strongest features. We had no issues getting it plugged into our CRM and Accounting software packages. When we had questions, Quotewerks support was always there to help guide us.

Cons

Any issues we have with Quotewerks is purely minor issues like adding other shipping companies to the list in the procurement tracking model. There are workarounds to still provide tracking for LTL and regional freight couriers, but it would be nice to be able to have the ability to track all of the couriers.

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Verified Reviewer

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

August 2018

Very helpfull

Pros

The software is easy enough to use. Great for quoting projects

Cons

The number of characters we are allowed to use on the text fields.

Barbara from MB Research Laboratories

Number of employees:  11-50 employees

Ease-of-use

Value for money

Customer support

Functionality

August 2018

Very good time-saving tool

We have been using QuoteWerks for several years, but I still remember the days of creating quotes in Word, which was tedious and time consuming. QuoteWerks made creating quotations and tracking them quick and easy.

Pros

It is quick and easy to create professional looking quotations to send to our clients. It links with GoldMine to aid in tracking quotes and creating follow-up reminders.

Cons

It is more directed to a manufacturing industry than a service industry. Also, the reporting is not very user friendly, although its been recommended we purchase Crystal Reports.

Charlene from Confluent Translations

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

August 2018

Great software

great

Pros

Integration with other software and ease of use.

Cons

Couldn't find way to increase font size within program

Tom from Productivity Quality, Inc.

Number of employees:  51-200 employees

Ease-of-use

Value for money

Customer support

Functionality

August 2018

QuoteWerks User Review.

Our quotes look much more profession!

Pros

QuoteWerks has turned our quotes from mediocre at best interaction with our customers, to a very professional looking and branding document.

Cons

The template interface should be easier.
Especially with pictures.

Jeff from LaserLinc Inc

Number of employees:  11-50 employees

Ease-of-use

Value for money

Customer support

Functionality

August 2018

Good quote package

Pros

Database driven. Lots of flexibility. PDF output. Ties into CRM. Easy to organize product database.

Cons

Would be nice if quote item table could be put in a mode to auto-expand description/note fields when entering the cell.
Can't open product database without creating a quote.
If you lose connection to network host for even a fraction of a second, you lose all of your work since last save and you get dozens of error messages you have to clear...a SERIOUS pain-in-the....

Jason from Centennial Equipment

Number of employees:  11-50 employees

Ease-of-use

Value for money

Customer support

Functionality

August 2018

Perfect solution for quoting software!

Before Quotewerks, our office was using Microsoft Word to create quotes, and save them in a random folder. Quotewerks has enabled us to all utilize one system, keep everything organized, track our sales history, and streamline all of our sales processes! I highly recommend it for anyone looking for quoting software!

Pros

Ease of use, ability to customize generated reports, centralized storage for multiple sales persons quotes.

Cons

Fixed field positioning for tabs in software.

Steck from Publish or Perish, Inc.

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

August 2018

Complete and easy to use

Quotes and followups no longer fall through the cracks (like they did when made in Word / Excel).

Pros

Simple to install, a snap to hook to my GoldMine CRM, upgrades are always straightforward

Cons

Difficult to synchronize a standalone when offsite - minor issue though


Displaying 1 - 20 of 66 reviews