All QuoteWerks Reviews

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User Profile

Garry

Verified reviewer

11-50 employees

Used daily for 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.

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed 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.

Daniel

Food Production, 10,000+ employees

Used daily for less than 12 months

Review Source: Capterra

OVERALL RATING:

4

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

4

FUNCTIONALITY

4

Reviewed November 2022

La mejor opción si no quieres asumir los costes que suponen otras herramientas similares

It enabled us to make faster calculations and with a very detailed data.

PROS

It is the best way to quote a product online because this software allows us to have many factors adjusted in the job sheet. It can create quotes very rapidly.

CONS

The UI is from my point of view a bit updated and sometimes it is difficult to understand how to proceed.

Reasons for switching to QuoteWerks

The previous software was not as effective as this one

Anonymous

11-50 employees

Used daily for 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.

OVERALL RATING:

3

EASE OF USE

3

VALUE FOR MONEY

4

CUSTOMER SUPPORT

4

FUNCTIONALITY

4

Reviewed 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.

Vendor Response

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

User Profile

Cheryl

Verified reviewer

Health, Wellness and Fitness, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed 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. .

User Profile

Dennis

Verified reviewer

Media Production, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed April 2023

We LOVE QuoteWerks

We have been using QuoteWerks since 2004 and we LOVE QuoteWerks. We use it in conjunction to ACT. QuoteWerks makes it easy for us to prepare quotes and keep moving the ball down the field helping folks solve their needs in our business to manage / search / find / archive and share digital media assets. Find out more about what we do at [sensitive content hidden]All the best.

PROS

Ease of use. We love QuoteWerks and use it every day.

CONS

We do not have any complaints about QuoteWerks

Reason for choosing QuoteWerks

We have been using QuoteWerks since 2004 and we LOVE QuoteWerks. We use it in conjunction to ACT. QuoteWerks makes it easy for us to prepare quotes and keep moving the ball down the field helping folks solve their needs in our business to manage / search / find / archive and share digital media assets. Find out more about what we do at [sensitive content hidden]All the best.

User Profile

Wayne

Verified reviewer

Computer Hardware, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed 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.

Tiffany

Veterinary, 11-50 employees

Used daily for less than 2 years

Review Source: Capterra

OVERALL RATING:

4

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

4

FUNCTIONALITY

4

Reviewed November 2023

An Amazing Quoting Solution For Business

PROS

I like the electronic signature features and the fact that it makes document management easy It comes with some of the leading proposal management as well as quoting capabilities

CONS

Nothing to really dislike about QuoteWerks. It has all we ever needed

Jessica

Financial Services, 51-200 employees

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed September 2023

QuoteWerks Review

It is way too easy to price and discount products with QuoteWerks.

PROS

I like that QuoteWerks makes sales pipeline simple by creating, delivering and tracking customer interactions in real-time.

CONS

There’s no single aspect that let me down when using QuoteWerks.

Agnes

Food Production, 501-1,000 employees

Used daily for less than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed November 2023

Quotewerks is an outstanding and fantastic solution for proposals and quotes management.

PROS

Quotewerks is an outstanding and incredible tool for proposals and quotes management. It offers value for money and has a very helpful and reliable technical support team. It works pretty well and smoothly without any errors. Its UI is very smooth and intuitive.

CONS

Quotewerks is amazing, robust and exceptional. It is reliable and inexpensive compared to other alternatives.

Makandi

Hospitality, 51-200 employees

Used daily for less than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed November 2023

Magnificent and superlative Quote Management and CPQ Tool.

PROS

This tool helps to streamline and automate sales process thus increasing productivity and efficiency.It is fast to create and send custom sales proposals and quotes to our clients with QuoteWerks.

CONS

It delivers excellent performance I lack any limitation with QuoteWerks.

Linus

Information Technology and Services, 201-500 employees

Used daily for less than 2 years

Review Source: Capterra

OVERALL RATING:

4

EASE OF USE

5

VALUE FOR MONEY

3

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed 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.

Vendor Response

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

Online Media, 501-1,000 employees

Used daily for less than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed 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

Audrey

Hospitality, 1,001-5,000 employees

Used daily for less than 2 years

Review Source: Capterra

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed 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.

Lionel

Online Media, 501-1,000 employees

Used daily for less than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed 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.

Jennifer

Information Technology and Services, 201-500 employees

Used daily for less than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed October 2022

Quotewerks is dope.. Best for creating quotes and proposals.

Quotewerks has got a very flexible and intuitive user interface which makes it easy to use and also works well with Auto Task and ease of tracking our clients approvals. I recommend Quotewerks for quoting products.

PROS

Quotewerks is super brilliant, amazing, outstanding and exceptional. It is one of the best tool i have used for creating quotes and proposals. It provides tips for new users thus making it easier for them to learn and use it. Once you start using it, now you can understand how precious the application is. It is the best solution for quoting products in a very easy manner.

CONS

Many users complain about the subscription costs but Quotewerks is offered on both traditional software licensing and subscription so it's up to you to choose which suits you best.

Vendor Response

Thank you for taking the time to provide your feedback and helping the community!

Replied October 2022

Gloria

Information Technology and Services, 201-500 employees

Used daily for less than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed November 2022

My remarkable and wonderful experience with Quotewerks.

Quotewerks is an excellent and outstanding application for proposal and quote management. We have been able to speed up our sales processes with the help of Quotewerks thus saving time and increasing productivity.

PROS

Since i started using Quotewerks, it has made my work more easier and effective. It is a powerful and solid application for quote management that integrates with third-party applications thus making it more powerful and effective. It has a simple and user-friendly interface which is easy to customize and use. I like the ability to quickly and easily create every quote i need with Quotewerks and it has a great and responsive team behind it, very responsive and helpful.

CONS

I have used Quotewerks for more than 2 good years and i haven't encountered any difficulties.

Elijah

Hospitality, 1,001-5,000 employees

Used daily for less than 12 months

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed October 2022

Quotewerks is very helpful. I love it.

Quotewerks is an excellent and solid solution that provides all the best tools that are easy to learn. It is the best application I've ever used for quote management.

PROS

Quotewerks is very helpful as it enable me to create quotes and proposals and it seamlessly integrates with my other applications as well. It is a solid application that does exactly what it's supposed to do and it has an intuitive and friendly dashboard which you can customize to suit your n