QuoteWerks Software Reviews

QuoteWerks Software Reviews

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User Review Highlights

Overall Rating

4.56

Ratings Breakdown

Secondary Ratings

Ease-of-use

4.5

Customer Support

4.5

Value for money

4.5

Functionality

4.5

  • icon"I like the integration with Autotask as well as Connectwise and its ability to push data to Quickbooks."
  • icon"When we had questions, Quotewerks support was always there to help guide us."
  • icon"Integration with other software and ease of use."
  • icon"Dashboard notification options are very limited to just two integration programs and not for overall quoted work. No Service Operations Automation or Order management."
  • icon"My biggest gripe is that I still can't import my Dell proposals it really makes it difficult to have to cut and paste each quote I get from Dell."
  • icon"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."

All QuoteWerks Reviews

1-25 of 140 Reviews

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User Profile

Anthony

Verified reviewer

Company size: 501-1,000 employees

Industry: Consumer Goods

Time used: Less than 2 years

Review Source: Capterra

EASE OF USE

5

VALUE FOR MONEY

3

CUSTOMER SUPPORT

4

FUNCTIONALITY

5

November 2022

Complete solution for managing proposals and quotations

This solution has versatile capabilities for our customers to receive the most professional proposals. It allows to obtain professional quotations in an optimal and simple way.

Pros

Allows you to receive notifications to let you know when customers view quotes. Facilitates the creation of proposals and quotations with modern and professional styles. A wide variety of templates are available, which can be easily customized. Seamlessly integrates with our CRM. Provides the ability to obtain electronic signatures from customers quickly and easily.

Cons

This solution offers versatile options to create quotes, the only thing I don't like is the price which is a bit high.

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

Norm

Company size: 11-50 employees

Industry: Construction

Time used: More than 2 years

Review Source: Capterra

This review was submitted organically. No incentive was offered

EASE OF USE

4

VALUE FOR MONEY

2

CUSTOMER SUPPORT

3

FUNCTIONALITY

1

March 2018

Quotewerks does exactly what the name describes... makes quotes.

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

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

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.

Response from Aspire Technologies

Norm, I am sorry that you are not finding QuoteWerks to fit all of your needs. 1. What fields are you trying to search on? We have dynamic search fields on the File|Open window and also in reporting. 2. QuoteWerks integrates with over 55 solutions. What are you having difficulty integrating with? 3. QuoteValet can be used for automatic reminders, but the integration with your CRM/PSA enables additional reminders at the activity and opportunity level. 4. We have made quite a few changes to the reporting functionality in QuoteWerks. They are quite powerful. If you would prefer, you can link QuoteWerks with outside tools like Power BI as well. I am running out of space to reply to all of your concerns, but please feel free to reach out to our team. We would be happy to help!

Replied September 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

Leonard

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

Incredible quoting tool that is super intuitive and constantly upgrading its features.

Qoutewerks is one of the best configuration pricing quoting software that any company aiming to create easily its sales quotes and proposals should have. It integrates with CRM software like quickbooks, HubSpot and Salesforce is of high notch. This is the best tool for giving customers perfect breakdown of their purchase.

Pros

It's simple interface is so tramedous hence smoothly configuration. Customer Cam easily compare our prices vs products. Its low learning curve make it user-friendly moreso to stuff and employees who aren't technology letrate.The dashboard 8s easily navigable saving us much time as a team. It support team is much responsive and ready for any assistance required regardless the time you contact them. Easy creating of customizable quotes and proposals has smoothened our quoting processes

Cons

The only issue that i can address on is pricing. I wish the pricing was made more pocket friendly and economical favouring both large and small scale businesses. In all this product has been so awesome to me and my team.

Audrey

Company size: 1,001-5,000 employees

Industry: Hospitality

Time used: Less than 2 years

Review Source: Capterra

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

November 2022

Quotewerks is a solid and exceptional tool for quote management.

Quotewerks meets our business expectations and i also recommend it to others looking for a very effective and cost-effective solution for quote management. It is super easy to send professional sales quotes and proposals to clients.

Pros

I have not used Quotewerks for very long time but so far so good. It's one of the best and reliable software for quote management. The application is very easy to navigate through and has a very nice and reliable customer support. I like how it helps me to quickly create quotes, proposals and send them instantly to customers. All the features it provides are easy and simple to understand and it seamlessly integrates with other available tools which makes it super powerful and more effective.

Cons

Quotewerks is amazing. When it comes to pricing they offer different options from concurrent users to purchasing the license and even subscription options thus making it suitable for all sizes of companies.

Maurice

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

September 2022

"'The best platform to increasingly purchase and our quote products. "'

I find this platform to be the simplest in quoting.It so impressive in that delivery of quotes is fast to clients. Track purchase is highly enhanced by QuoteWerks.Am quite impressed.

Pros

There are massive features that make this platform a great quoting tool. Some of them includes; >The tool helps save more time while solving tasks. >There is simplicity in quoting products. >The user interface is so flexible with such great customizable templates which are different too. >There are live updates to prices from vendors. This is so impressive.

Cons

A quite expensive subscription. This really makes it hard for us some times.

Response from Aspire Technologies

Maurice, Thank you for taking the time to review 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

Liam

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

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

October 2022

So useful and very helpful quotation management tool.

With Quotewerks it is extremely easy and quick to search for information and a lot of information can be stored for future reference. The best part of it is that it uses cloud storage.

Pros

Quotewerks is the easiest and simplest platform in quoting. I like how it helps save much time while solving tasks and the user interface is so much flexible with great customizable templates. I like how it provides live updates to prices from vendors. Quotewerks is so much helpful, useful and above all it helps us save a lot of time.

Cons

The only disadvantage is the subscription cost which is a little bit higher.

Response from Aspire Technologies

Liam, Thank you for taking the time to review 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

Lionel

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

Quotewerks is flexible, stable, complete and feature-rich software for quote management.

Quotewerks has a very easy to manage dashboard which is easy to understand thus providing real-time information on orders and quotes. Again, it provide eye-catching and professional looking quotes which can be easily presented to clients and also it minimize paperwork and eliminate some manual processes which saves much time and effort.

Pros

One of the best thing i like most about Quotewerks is the ability to receive notifications to alert you when clients view quotes. It offers a wide variety of templates which are easily customized and it seamlessly integrates with our available CRM tools. I like the fact that it provides the ability to easily and quickly obtain electronic signatures from clients.

Cons

To be sincere about the performance of Quotewerks, it is the best, easiest and safest tool for quote management and i have no notable disadvantages to mention about it.

User Profile

Garry

Verified reviewer

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

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

December 2017

Fantastic tool for building and managing your sales opportunities and quotes.

The quote visibility and access to online sync resources is super helpful in our quoting process. Our sales team couldn't operate without Quotewerks any longer. It has become integral to our processes.

Pros

Quotewerks has the ability to see if and when your customer sees your quote. When we were looking into the product, we had received a quote from our Quotewerks sales rep and it had been ignored and was expired. We opened the quote a few weeks later to take a quick look at it and 15 minutes later we got a phone call from our sales rep. "I see you opened this expired quote. I wanted to answer any questions for you and get an updated quote if you are still interested." That sealed the deal for us. Then we found out all of the other amazing things it could do and have loved it every day. It has easily paid for itself many times over.

Cons

Quotewerks must run locally. There is a web version in development, but it is still pretty green. If you need to use it remotely you will need either Terminal Services or VPN to access it. The Quote Valet add-on gives it some web connectivity features which are helpful for viewing existing quotes and responding to customers, but not necessarily for building new quotes. Once they get the web version finished, that should help with this a lot. The product can also be a little bit kludgy to learn at first. It's been around for a long time so some of the interface is a bit antiquated.

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. .

Jeff

Company size: 2-10 employees

Industry: Construction

Time used: Less than 6 months

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

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

February 2020

Best I've found

I used to have super-complex spreadsheets with material pricing, labor pricing, assemblies, etc. QuoteWerks has enabled me to finally step away from those. Other quoting solutions I tried just wasn't built for complex situations such as assemblies with multiple components. I don't think I've even begun to scratch the surface of what this software can do. It's definitely worth the time to get it up and running. Their support has been very helpful and responsive anytime I've hit a roadblock.

Pros

Ability to choose which line items are displayed on final printout. Ability to have assemblies or "groups" with one unit price. Ease of tweaking these factors.

Cons

Wish you could drag a whole group by the group heading and rearrange your quote. Also a Mac version would be nice down the line--I'm the only PC user in this office.

Reasons for choosing QuoteWerks

Full-featured

thaddeus

Company size: 11-50 employees

Industry: Machinery

Time used: More than 2 years

Review Source: Capterra

This review was submitted organically. No incentive was offered

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

September 2022

Highly configurable, but affordable quoting system.

Our prior process had a complex spreadsheet, with one sheet for each main product, and all options. Maintaining it was a nightmare, when products or prices changed; and our sales admin who maintained it would have to unlock sheets to update. She would sometimes forget to lock them again, and have to send out multiple updates for one revision. Now, the updates are central, there is no versioning challenge, and, it is easy to have others- for example, engineering- review and adjust a quote.

Pros

The ability to use the configurator to create guided sales. Also, the licensing is concurrent user, which is particularly useful to us since we have 16 users, but, some are not every day. Also, there is plenty of flexibility to add more business logic- setting limits on discounts, etc., if we need that in the future. Finally, the Web Version, and the QUOTEVALET online presentation/acceptance make this a good platform for the future.

Cons

Would like the ability to automatically sunset products, as they are on a limited basis.

Reasons for choosing QuoteWerks

Pricing, features, and licensing

User Profile

Wayne

Verified reviewer

Company size: 11-50 employees

Industry: Computer Hardware

Time used: More than 2 years

Review Source: Capterra

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

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