QuoteWerks

RATING:

4.58

(154)

About QuoteWerks

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...

QuoteWerks Pricing

The QuoteWerks Web license is an add-on license to the QuoteWerks Desktop product that grants users access to QuoteWerks through a web browser. If users have purchased real-time licenses, Etilize subscriptions, and/or QuoteValet subscriptions for QuoteWerks Desktop, these features will be accessible in QuoteWerks Web. The QuoteWerks Web access license is $10/month per concurrent user.

Starting price: 

$15.00 one time

Free trial: 

Available

Free version: 

Not Available

Workbook
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QuoteWerks Reviews

Overall Rating

4.58

Ratings Breakdown

Secondary Ratings

Ease-of-use

4.5

Customer Support

4.5

Value for money

4.5

Functionality

4.5

Showing 1 - 5 of 151 reviews

User Profile

Cheryl

Verified reviewer

Company size: 2-10 employees

Industry: Health, Wellness and Fitness

Time used: More than 2 years

Review Source: Capterra 

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

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. .

Robert

Company size: 201-500 employees

Industry: Information Technology and Services

Time used: Less than 2 years

Review Source: Capterra 

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

October 2022

'''>Super incredible quoting product tool<'''

It get revealed to you how important QuoteWerks is once you start using the platform. This platform is the real deal for quoting products.

Pros

QuoteWerks is an incredible platform that helps increase quoting of products in such an easy way. With such incredible quoting it becomes so easy for us to purchase software/hardware from clients. Secondly I love the fact that it offers such incredible different customizable templates which parpote it nice interface. We easily make decisions towards the suitable lines to which we make order from and definitely decide whether to project the line at time of printing or not. QuoteWerks has got a flexible/intuitive interface which is easy to use.

Cons

Initially one feels so offended with the subscription cost but once you get to use the platform and have the clear picture, it becomes easy to understand that the cost is much favourable.

Response from Aspire Technologies

Thank you for taking the time to review QuoteWerks! I am glad that you are seeing value in QuoteWerks. I noticed that you mentioned subscription costs. QuoteWerks is offered in both subscription and traditional software licensing. If you have questions about QuoteWerks pricing, please feel free to give us a call or send us an email! https://www.quotewerks.com/contactus.asp

Replied October 2022

Anonymous

Company size: 11-50 employees

Time used: More than 2 years

Review Source: Capterra 

This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

EASE OF USE

3

VALUE FOR MONEY

4

CUSTOMER SUPPORT

4

FUNCTIONALITY

4

June 2022

Quote and Proposals

Pros

Quotewerks has very much dictated our business and workflow for the past 8 years or so. As a quoting tool, it is very powerful. There is a small learning curve and we admittedly do not use all the available features, mainly due to the slightly outdated user interface. The Quote layout designer is very powerful especially if you have a developer that knows how to build out the templates.

Cons

The overall user experience and interface could be improved as it is not overly friendly. Better support documentation would also help improve the knowledge of the software and what it can do.

Response from Aspire Technologies

Thank you for taking the time to review QuoteWerks and being a member of the QuoteWerks Community for over 8 years. The interface of QuoteWerks is evolving on the QuoteWerks Web side while still keeping key elements from QuoteWerks Desktop to limit training and retraining. As far as documentation, there are quite a few videos (https://www.quotewerks.com/video.asp) on our Website and also extensive training documentation (https://www.quotewerks.com/helpfilelatest/qwhelp.htm?quotewerksmainhelp.htm). If there is something that you would like to see added or if there is something you need clarification on, please feel free to reach out to our technical support team (https://www.quotewerks.com/support.asp).

Replied June 2022

Linus

Company size: 201-500 employees

Industry: Information Technology and Services

Time used: Less than 2 years

Review Source: Capterra 

EASE OF USE

5

VALUE FOR MONEY

3

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

November 2022

Quotewerks is the best option. I recommend it for quote management.

Quotewerks has the best customer support team on Earth. I like their services which are very helpful and reliable. Quotewerks is easy to figure out, very reliable and i recommend it for quote management.

Pros

Quotewerks is the best option for quote management. It is one of the kind application that provides all the best tools which are easy and simple to understand. There are many applications for quote management but Quotewerks is the best i have ever encountered. It integrates with available applications which makes it performance super dynamic. Everything about it is nice and it speeds up our sales processes thus saving time and increasing productivity.

Cons

Quotewerks does exactly what it was designed to do perfectly, excellently and amazingly good. The only challenge is the cost which is not pocket friendly.

Response from Aspire Technologies

Linus, Thank you for taking the time to review QuoteWerks and helping out the QuoteWerks Community! When it comes to the price of QuoteWerks, we offer different options from concurrent users to purchasing the licenses and even subscription options - https://www.quotewerks.com/prices.asp. With QuoteWerks, you don't have to buy a license for every person that may occasionally use QuoteWerks. There are tremendous savings in this and is important to keep this in mind when looking at pricing.

Replied November 2022

Jimmy

Company size: 501-1,000 employees

Industry: Online Media

Time used: Less than 2 years

Review Source: Capterra 

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

November 2022

Robust, intuitive, flexible and very integrated product that improves customer experience.

Quotewerks is a great platform that help us create sales quotes,proposal, submit orders electronically and can still monitor order status with the shipping serial number.The platform is understandable and so robust with great features that provide user with great experience.

Pros

It integrates with over 40 software very easily and smoothly. Enhance simplified quote creation process. Its quick and easy to create delivered PDFs.it provide professional looking Quote that can be easily presented to customers. The software interface is simple and easy to create proposal of any complexity. It saves time by minimizing time spent on preparing business proposal. Its dashboard 8s easily navigable and very easy to understand providing real-time information on quotes and orders. Electronic signatures to customers, minimizing paperwork and eliminate some manual process saving much time. I really like the changes made on reporting functionality

Cons

I really like how this product is easy yo install, setup and run in Just few clicks. Quotewerks is so amazing and I have no notable weakness on this product

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