Item: QuoteWerks
Rating: 9
Author: Justin Gipp

Use Cases and Deployment Scope

QuoteWerks was used for a client to streamline the process of quoting a project, placing the order, and keeping track of dialogue between the people involved. When you have a service that involves several departments in your company, getting everyone coordinated to provide information to complete a sale can be difficult, so Quoteworks helps connect the dots.

Pros and Cons

Communication log.
Streamline processes.
Speeds up bidding process.

Information overload.
Customer Service availability.

Return on Investment

Secures clients quicker.
Data analytics use.
Allows personnel to have more free time to gain additional clients.

Alternatives Considered

Conga CPQ (formerly Apttus CPQ)

Both this software were similar in what they do and pricing, however, the QuoteWork software in my opinion does a better job recording and tracking communications between personnel and clients. QuoteWerks also gives a lot of data that might seem like overkill, but having too much information is better than too little.

Key Insights

Do you think QuoteWerks delivers good value for the price?

Yes

Are you happy with QuoteWerks's feature set?

Yes

Did QuoteWerks live up to sales and marketing promises?

Yes

Did implementation of QuoteWerks go as expected?

I wasn't involved with the implementation phase

Would you buy QuoteWerks again?

Yes

Other Software Used

Conga CPQ (formerly Apttus CPQ), PROS Smart CPQ, KBMax, from Epicor

Likelihood to Recommend

QuoteWerks is a good software for mid to large-scale companies that has multiple processes to get process quotes and typically works best for a company that has a service or product with several departments that need to talk to each other before a final quote can be given to the customer. Little mom and pop stores where one person handles all processes should not apply.

Good for mid to large companies with multiple departments

Overall Satisfaction with QuoteWerks