QuoteWerks - Exceptional
April 28, 2022

QuoteWerks - Exceptional

Chris Beck | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with QuoteWerks

We use QW for all outside sales proposals and for reoccurring service inspections. QWs integration with QuickBooks is a great time saver. Also, the integration with HubSpot and Salesforce is great too.
  • Grouping.
  • Hidden lines in groups.
  • Integration with other programs/software.
  • Have not found QW not able to do anything I have needed it to.
  • If I could ask for one thing, QW becoming adding a CRM feature.
  • Quick ROI.
  • Reduced time building quotes and reduced errors in/on quotes.
  • Reduced time on converting quotes to orders in QuickBooks.
We used Excel for quoting before finding QuoteWerks. Excel was time-consuming and errors occurred often with bad or broken formulas and then we still had to manually transfer the quote. QuoteWerks has made quoting quick and easy. It has also made converting quotes to orders in QuickBooks simple and quick.

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?

Yes

Would you buy QuoteWerks again?

Yes

Amazing software and super easy to use and customizable.

QuoteWerks Feature Ratings

9.3
Quote sharing/sending
10
Product configuration
10
Configuration options
10
Pricing rules
Not Rated
Price adjustment
10
Purchase history and open contracts
Not Rated
Guided selling/Sales portal
Not Rated
CPQ reporting & analytics
5
CPQ-CRM integration
10
Attachments to quotes
Not Rated
Order capturing
10