QuoteWerks
About QuoteWerks
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 per month
Free trial:
Available
Free version:
Not Available
Most Helpful Reviews for QuoteWerks
1 - 5 of 175 Reviews
Garry
Verified reviewer
11-50 employees
Used daily for more than 2 years
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.
PROSQuotewerks 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.
CONSQuotewerks 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
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.
PROSIt 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.
CONSThe 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
OVERALL RATING:
3
EASE OF USE
3
VALUE FOR MONEY
4
CUSTOMER SUPPORT
4
FUNCTIONALITY
4
Reviewed June 2022
Quote and Proposals
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.
CONSThe 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
Cheryl
Verified reviewer
Health, Wellness and Fitness, 2-10 employees
Used daily for more than 2 years
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.
PROSIntegration 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.
CONSThe 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. .
Dennis
Verified reviewer
Media Production, 2-10 employees
Used daily for more than 2 years
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.
PROSEase of use. We love QuoteWerks and use it every day.
CONSWe 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.