QuoteWerks Software

Good Software, a little clunky

We use it because all quotes flow into ConnectWise, including products and services. This means we don't have to type things over and can greatly reduce the number of transposition errors. It's also nice to have one spot for a common product database. We use it in a terminal server environment and it works well.

Pros

It's really a great quoting tool. It works well with ConnectWise, and its ability to export to Excel is great.

Cons

The ad-ons, such as Etilize, are OK, but not great. It can be a bit buggy and. The Quote Valet fearute seems nice, but I think it's too expensive.

QuoteWerks - Great for Small Business

We use it to sell digital signage and software. We have been a customer for about 13 years and recently upgraded to the 2018 version, version 5.0. I am the admin and manage the users in the system along with their rights and privileges.

Pros

Easy to use. Can manage many product lists and it is very detailed. this includes photos and even linking for easy quote building.

Cons

Lots of areas to get lost, many sub menus. Might take some time to get up to speed if you haven't used it before. Initial training can be lacking. Building a template is not user friendly. Requires database cleanup as it will slow down if you don't.

Review of Quotewerks

Quotations are efficient to create, easily searchable, trackable and templates allow us to represent multiple business units on one platform.

Pros

We use this software on a daily basis for transcribing quotations from suppliers and creating quotations using our branding and templates. 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. The software makes it very easy to create and edit templates for different situations

Cons

From out experience it can be difficult to insert drawings/images and other multimedia into the quotes. We have had some stability issues in the past but the current release seems to have solved that

Great program

Issuing quotes to customers is always hard to do, but Quoteworks has simplified this and has helped me grow my business.

Pros

Quoteworks is great for sending my customers quotes via email, regular mail, or just on site. They are very flexible, integrates with other programs, and the support is great. I have used it for years and very happy with it.

Cons

Support sometimes takes longer than expected, but they always respond and have always helped me through any issues I have had.

Good Tool - a little dated

Our end to end sales process is managed in QW, it’s a clear and easy to use tool!

Pros

The tool allows us to manage our quoting, ordering and invoicing easily, we have been able to customise our PDF quotes.

We are able to use product line codes to help with our financial reporting.

Cons

The tool is a little outdated in look and it does crash at times.

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.

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.

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

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.

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)

Great tool

Pros

Easy to use and interfaces well with other programs

Cons

Not very many user friendly automation processes

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

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.

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. .

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.

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

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.

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.

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.

Great software

great

Pros

Integration with other software and ease of use.

Cons

Couldn't find way to increase font size within program