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.

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.

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.

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

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.

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

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 There is a small learning curve and we admittedly do not use all the available features, mainly due to the slightly outdated user interface.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.

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.

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.

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.

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. .

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.

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

We do not have any complaints about QuoteWerks

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.

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.

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.

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

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

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

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

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

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.

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

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.

It delivers excellent performance I lack any limitation with QuoteWerks.

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.

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.

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.

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.

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

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

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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

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.

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 needs. Also, it has the best support team, their services are topnotch.

There isn't anything wrong with the performance of Quotewerks. Only the cost which is a little bit high.

Many quoting option formats. I like the integration with 3rd party distributors for pricing.

The limit of 5 quotes open at a time has always been a real pain. I also wish there was a way to visually split the one time purchases from the recurring options.

Quotewerks is very beneficial, reliable and very helpful. It is an outstanding and very effective tool for quote and proposal management. Great and very responsive customer support team, their services are topnotch and incredible.

I like the ability to create every quote i need quickly and easily with Quotewerks. It is intuitive, user-friendly and highly customizable to suit your needs. With it, it has been very easy to speed up our sales processes thus increasing productivity and saving time and i find it easy to find quotes from the past. Implementing Quotewerks is easy and straightforward thus saving time.

Not yet experienced any challenging issues while working with Quotewerks so nothing to dislike.

It's easy to create and customize products configuration with QuoteWerks.I like that I can generate and send best and accurate sales quotes and proposals with QuoteWerks.I like that I can easily create and manage purchase orders with this software.Finally,with QuoteWerks it's simple and fast to automate sales cycle hence increases efficiency,productivity and saving time.

QuoteWerks has given me a satisfactory experience and I lack any downside that I can highlight.

We used to create quotes in Word, and that was cumbersome. QuoteWerks has saved us time and makes our quotes look more professional.

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

There is not any glaring issues that I have with the system that are worth mentioning.

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.

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

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.

I like the ease of use after configuration. Its pretty easy to generate a quote and get it sent out. I also like the fact that the quotes are securely delivered and can be accepted and paid through the email. It integrates with our merchant services so we can take deposits upon acceptance.

Initial configuration is a bit advanced. This software is rich in features, so it may take a bit of assistance from the Quotewerks staff to get everything configured how it should be, prior to initial use.

It works, with some customizations and workarounds, but it's far from being the best tool I've used.

You can quickly create quotes and send them to your customer. For our account reps, it's easy to use.

Note, we use the Desktop version. The interface looks like something from the early 2000s. We had to purchase a plugin for quote approval, and it doesn't always work. There are some functionality issues, such as not being able to rename a user.

Database driven. Lots of flexibility. PDF output. Ties into CRM. Easy to organize product database.

Would be nice if quote item table could be put in a mode to auto-expand description/note fields when entering the cell. Can't open product database without creating a quote. If you lose connection to network host for even a fraction of a second, you lose all of your work since last save and you get dozens of error messages you have to clear...a SERIOUS pain-in-the....