Likelihood to Recommend Organizations with heavy usage inside Adobe product suites will find adoption seamless. However as it is driven on Adobe's platform some users may face challenges but as a whole the same business philosophy drives this as other Adobe platforms - they want your business - all of your business and it presents challenges if you don't agree. Product inculturation has been successful for organizations like Apple and even BMW, but with the global economy it can provide an appearance of elitism, often duly earned, or present unnecessary hurdles for integration which always impacts adoption timing and usage. While I understand and agree (for the most part) with revenue driven product layering, I believe that easier integration and full product availability definitely affect both acquisition and retention numbers. Adobe has a mighty and well deserved pedigree, and if you are aware of and prepared for the challenges I listed - you will probably love this software. If you need to have an easier and larger adoption and rollout, there are other options that will be a better fit especially if one of your data points is monitoring the impact and efficacy of the software on your team's time, conversion metrics and the impact on your clients. Adobe doesn't appear fond of self report analytics. On a side note, Adobe is a HUGE corporation and I have managed several of their enterprise platforms and they are awesome at allowing access to and support of legacy products, but identifying direct support was moderately to extremely difficult and requires a patience and tenacity above what one might expect for a company with whom you contribute significant income for their products. In a time when a new software pops up by the minute, having the heritage of Adobe is rock solid but a little more flexibility would make this product more attractive. I would still recommend the product albeit with awareness and acceptance of aforementioned challenges
Read full review Aspire Technologies, Inc.
The sales department is satisfied with QuoteWerks and this generates satisfaction throughout the company. The main recommendation is to use the free trial first in order to know what the goals of each company are according to their size and futuristic vision. QuoteWerks opening easy and robust integration with our CRMs, this also improves workflow. It works as an electronic signature that has improved working time and in general the relationship with our clients because we no longer have to ask the client to print the document and then sign it.
Read full review Pros Adobe Acrobat Sign tracks whether or not a signer has viewed a document Adobe Acrobat Sign tracks when a signer has signed, and the document has been sent to the next signer Adobe Acrobat Sign sends you confirmation emails and progress update emails along the way Adobe Acrobat Sign provides a "confirmation of signing" page at the end of the document package you put together, to prove the signatures are authentic Read full review Aspire Technologies, Inc.
It offers a robust API Integration with Connectwise Manage as well as several other CRM and accounting packages. It offers a robust templating system that has allowed us to remove large amounts of manual labor from our quoting system. It allows you to integrate rate sheets from your leasing partners for easy leasing options. Read full review Cons Not able to customise the UI so we are limited to the standard functionality, but this is mostly sufficient for our needs Basic workflow automation is included but for more advanced routing/conditional logic we need to integrate with other tools such as Power Automate Not currently able to integrate with our SAP ERP systems MFA is currently not possible Read full review Aspire Technologies, Inc.
QuoteWerks can be a little clunky at times, but overall is easy to use. QuoteWerks could be a little more visibly attractive, but it gets the job completed. QuoteWerks Has added a couple of features that I would rather not see there - a view of all of the open quotes for a customer just muddies up the screen and it asks you if you want to save a quote at the most inopportune times. Read full review Likelihood to Renew It is by far the easiest service we have used to obtain digital signatures from employees. In the past we had done it by hand (a process I would not recommend for 1500+ employees) and with another company that would not allow us to create our own forms and would charge us for each form.
Read full review Aspire Technologies, Inc.
We will renew because QuoteWerks has all the capabilities we require for our business processes and our reps like it. The support is top notch and the pricing model saves us considerable money over SaaS models. I also feel confident that Aspire Technologies will continue to improve and add features
Read full review Usability I've had very little trouble with it in all my uses with it. I do wish the text boxes you add wouldn't cut off the text if you entered too many words and that it would adjust it's size to fit within the space you've provided. However, that just takes a little refining in the initial set up of the document before you send it out.
Read full review Aspire Technologies, Inc.
In my experience, QuoteWerks is incredibly easy to get started with and very intuitive to putting together your first quote. It also has a depth of features that has not only allowed us to enhance our own internal quote / order / invoice production, but also implemented into other businesses has increased their quote production significantly.
Read full review Reliability and Availability I would have rated this a 9 or greater had they not had had such critical outages. They have taken steps to resolve this so I may come in and revise this
Read full review Aspire Technologies, Inc.
QuoteWerks is a very stable, robust solution. In my experience: bugs in the software are rare; any crashes or system failures are usually due to other infrastructure issues rather than the software itself, i.e. a problem with the network or server, an issue with a.n.other piece of software on the User's workstation that has a knock-on effect on QuoteWerks.
Read full review Performance The Adobe Acrobat Sign's performance are excellent.
When we send electronic document by email for signature all the customers receive it regularly, nobody has any issue to open it and the signature phase was very easy. The user-friendly aspect of this product reduce or reset the call for IT support
Read full review Aspire Technologies, Inc.
Once set up and running, and particularly when running the more reliable, faster Corporate edition rehosted to SQL Server, then QuoteWerks performs very well. The only reason for the slight mark down here is that QuoteWerks is very sensetive to having a database connection. If there is an issue whereby the connection to the server is lost (network glitch for example) then whereas Outlook (or a.n.other piece of software) might just wait and poll in 30 seconds time, QuoteWerks will crash and potentially a User lose all changes to the document(s) that they were working on.
Read full review Support Rating It is a great tool to get signatures from the client and has reduced a lot of overhead that was caused before resulting in very long delays. With the integration of Adobe Acrobat Sign, we have reduced this delay making the process much smoother and more efficient.
Read full review Aspire Technologies, Inc.
Quotewerks Support and the UK Distributor here have always been responsive to our requests and in particular helped us out when we need some new functionality which then got added in the next build...this really impressed me and showed that where case was made, they readily embraced it and the new build was completed within 60 days.
Read full review In-Person Training Aspire Technologies, Inc.
There is in-person training offered in Orlando, but our company did not want to spend the money.
Read full review Online Training The best types of training are well integrated into the product and Echosign does this well. As mentioned earlier in my review - there are some areas of functionality that can be difficult to understand ("only I sign") for the novice user. Other areas such as macro usage, bulk signature and so on were easily learned and understood via the online tools.
Read full review Aspire Technologies, Inc.
Originally it was weak, but they have really stepped up.
Read full review Implementation Rating We did not use it in the manner that most companies do, so I am pleased with how our company handled implementation. We will be pushing the full company over into Echosign for various processes which will incorporate more of an implementation effect.
Read full review Aspire Technologies, Inc.
I do not have any key insights on the implementation so I cannot provide any valuable information here. I do know, however, that the process went well when we switched from a old platform to a new hyperconverged solution to host Quotewerks. It seemed to be a quick process and our engineer was able to do so almost seamlessly.
Read full review Alternatives Considered They are just different. Adobe's number one feature that puts it above it's competitors is that your document, the signing process, all of it exists within Adobe. There is no need to go from Word, to Adobe, to
DocuSign . It saves you time and makes life easy for you (and for your clients).
Read full review Aspire Technologies, Inc.
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.
Read full review Scalability At the beginning we assigned Adobe Acrobat Sign just to Purchase Office Department because at that moment we needed a tool that supported us to avoid manual signature and was compliance with remote working.
Now we are using it also in other situation because it help us with time and we can also reduce cost
Read full review Aspire Technologies, Inc.
We've implemented QuoteWerks in both micro ("one man band") businesses as well as much larger organisations. With QuoteWerks Corporate editions option to host the backend database on SQL Server (a very powerful and scaleable database platform) it's possible to work effectively with QuoteWerks in an organisation with many 100 Users. The flexibility of the product also lends itself very well to evolving with a growing business and having various individual user configurations to help them work best with the software in their individual role in the organisation.
Read full review Return on Investment When an opposing party tried to sue their attorney and my firm alleging one of us forged their signature on an agreed final order, the verification and security provided by Adobe Acrobat Sign allowed us to have the case promptly dismissed saving tens of thousands in attorney's fees. My firm's malpractice insurance premiums decreased when we began collecting all signatures with Adobe Acrobat Sign. Read full review Aspire Technologies, Inc.
QuoteWerks definitely allows us to be more responsive to our clients purchasing and planning requirements. QuoteWerks ease of use and more structured sales quoting process makes it easier to bring new staff on-board and maintain better consistency to our sales quoting approach. Read full review ScreenShots Adobe Acrobat Sign Screenshots