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https://dudodiprj2sv7.cloudfront.net/product-logos/Ws/Qg/EPH26CW9N0V0.GIFQuoteWerks WorksQuoteWerks is used across our entire organization. We use it for any sale that occurs whether a new client acquisition or product add-on. The business problem this resolved was eliminating "napkin quotes" and standardizing our client offerings. It assisted in simplifying the sales-to-service process.,Provides customized quotes. It was easy for us to create customized quotes, including necessary attachments for different types of sales. This streamlined our quoting process tremendously. Connection to ConnectWise is seamless. It is very easy to follow a quote, find and review a quote, both current and past without losing a great deal of time. Simplified quote creation process. Easy to customize, find, organize products to meet the needs of the sale without losing the standardization.,The spell check feature is by the most annoying feature. It checks every little thing and usually you can't even tell what it is checking.,9,IT has allowed more time for our team to sell and/or support that products being sold. Fewer re-writes and clarity to the customer have been provided using Quotewerks,ConnectWise Sell (formerly Quosal),Adobe Acrobat DC, DocStar, eFileCabinet, ConnectWise Manage, ConnectWise Control (formerly ScreenConnect), ConnectWise Automate (formerly LabTech)QuoteWerks offers powerful quoting at a competitive price.Our company uses QuoteWerks to generate quotes and proposals for our customers. We leverage their robust API Integration with ConnectWise Manage to help us tie together all of our existing customer and product data. While ConnectWise offers their own quoting tool in the form of ConnectWise Sell (formerly Quosal) we feel that QuoteWerks offered us a better value proposition. Because it offers us licensing on concurrent users rather than on named users on a monthly basis it has allowed us to offer the functionality to our whole organization without incurring a large monthly cost.,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.,Their desktop user interface makes it feel like a member of the Office 2007 product family. Some tools work irregularly depending on the data source you have it connected to.,8,Quotewerks has allowed us to improve the accuracy and speed in which we are able to generate and deliver a quote. Quotewerks has improved the overall consistency and appearance of our quotes. Quotewerks has allowed us to prevent costly pricing mistakes based on stale data or price lists.,ConnectWise Sell (formerly Quosal),ConnectWise ManageQuotewerks offers a productive, time saving approach to quotingWe use QuoteWerks for all of our quoting services to our customers. It allows us to integrate into ConnectWise and pull information and pricing from our distributors, Ingram Micro and Tech Data. We use QuoteWerks across departments within our company, the only ones not using it are engineers. It allows us to seamlessly incorporate our ConnectWise information into our quotes and provide professional quotes to our customers.,QuoteWerks integrates well with our ERP, Connectwise and pulls the information back and forth well between the two. QuoteWerks integrates with our Distributors, Ingram Micro and Tech Data and pulls current pricing into the quote, which saves time having to go back and forth between applications. QuoteWerks provides professional looking quotes that we can submit to our customers.,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.,9,QuotesWerks has positively impacted the time it takes to create a quote for a customer QuoteWerks has made the organization of quotes for one customer easily accesible QuoteWerks pulls information from Connectwise so I don't have to type in every time.,ConnectWise Sell (formerly Quosal),Microsoft Office 365, ConnectWise ManageQuoting done right!We use QuoteWerks to manage quotes for new prospects and existing clients. QuoteWerks has a great search capability so I never lose sight of recently created quotes. QuoteWerks makes it very easy to generate more than one quote per account so the customer has documents they can use to compare options side by side.,Searching for previously created quotes Setting up quote templates Creating multiple quotes per organization in a way that isn't confusing.,I wish I could select my favorite line items to appear at the top of a list and make it fast to select those frequently used items.,8,QuoteWerks makes it fast and easy to manage quotes.,Drawloop,Customization of a quote Discounts,Consistency across reps.,9Works well until updatesIt is being used by the sales team and by purchasing. We got it because we moved to ConnectWise and wanted a quoting solution that integrated with ConnectWise so we would have to enter the same information multiple times. We also use it to create proposals on projects as we are able to use templates to ensure wording is kept the same.,Create quotes. Have multiple templates for quotes/proposals - this is good as you may want to include different information depending on product lines quoted, but at the same time make sure the same information is included everytime you quote the same thing. Enforcing rules on who can edit quotes so you don't have to worry about people making changes to someone else's quotes.,For the last year everytime ConnectWise updates we have issues with the saving/link between ConnectWise and quotewerks. Error messages while saving & tech support takes a while to fix.,6,It eliminated the need to re-enter the same information in multiple systems that we had before we had QuoteWerks and ConnectWise.,,ConnectWise Manage, QuickBooks Pro, Dropbox, Microsoft Office 2016, LogMeIn Pro, Bill.com
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QuoteWerks
47 Ratings
Score 8.4 out of 101
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QuoteWerks Reviews

QuoteWerks
47 Ratings
Score 8.4 out of 101
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November 01, 2018

User Review: "QuoteWerks Works"

Score 9 out of 10
Vetted Review
Verified User
Review Source
QuoteWerks is used across our entire organization. We use it for any sale that occurs whether a new client acquisition or product add-on. The business problem this resolved was eliminating "napkin quotes" and standardizing our client offerings. It assisted in simplifying the sales-to-service process.
  • Provides customized quotes. It was easy for us to create customized quotes, including necessary attachments for different types of sales. This streamlined our quoting process tremendously.
  • Connection to ConnectWise is seamless. It is very easy to follow a quote, find and review a quote, both current and past without losing a great deal of time.
  • Simplified quote creation process. Easy to customize, find, organize products to meet the needs of the sale without losing the standardization.
  • The spell check feature is by the most annoying feature. It checks every little thing and usually you can't even tell what it is checking.
QuoteWerks has been great in improving the accuracy and standardizing our sales process throughout the company.
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Nathaniel Bannister profile photo
December 07, 2017

Review: "QuoteWerks offers powerful quoting at a competitive price."

Score 8 out of 10
Vetted Review
Verified User
Review Source
Our company uses QuoteWerks to generate quotes and proposals for our customers. We leverage their robust API Integration with ConnectWise Manage to help us tie together all of our existing customer and product data. While ConnectWise offers their own quoting tool in the form of ConnectWise Sell (formerly Quosal) we feel that QuoteWerks offered us a better value proposition. Because it offers us licensing on concurrent users rather than on named users on a monthly basis it has allowed us to offer the functionality to our whole organization without incurring a large monthly cost.
  • 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.
  • Their desktop user interface makes it feel like a member of the Office 2007 product family.
  • Some tools work irregularly depending on the data source you have it connected to.
QuoteWerks really shines in its flexibility and powerful integrations with multiple CRM/account systems. It is well suited for technical users but isn't as streamlined as some of the more vertical integrations like the ones that exist between ConnectWise Sell and Manage. Their commitment to offering reasonable pricing without moving to a per user/month model also makes it attractive for companies trying to save money on recurring monthly spend.
Read Nathaniel Bannister's full review
Sue Scott profile photo
December 07, 2017

Review: "Quotewerks offers a productive, time saving approach to quoting"

Score 9 out of 10
Vetted Review
Verified User
Review Source
We use QuoteWerks for all of our quoting services to our customers. It allows us to integrate into ConnectWise and pull information and pricing from our distributors, Ingram Micro and Tech Data. We use QuoteWerks across departments within our company, the only ones not using it are engineers. It allows us to seamlessly incorporate our ConnectWise information into our quotes and provide professional quotes to our customers.
  • QuoteWerks integrates well with our ERP, Connectwise and pulls the information back and forth well between the two.
  • QuoteWerks integrates with our Distributors, Ingram Micro and Tech Data and pulls current pricing into the quote, which saves time having to go back and forth between applications.
  • QuoteWerks provides professional looking quotes that we can submit to our customers.
  • 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.
Quotewerks is great in an environment where you need to provide a professional looking quote to a customer and also if you need to integrate with Connectwise and get current pricing from your distributor at your fingertips. It may not be a good solution if you need to have engineers work on quotes with you.
Read Sue Scott's full review
Nikkii Kashub profile photo
January 25, 2018

QuoteWerks Review: "Quoting done right!"

Score 8 out of 10
Vetted Review
Verified User
Review Source
We use QuoteWerks to manage quotes for new prospects and existing clients. QuoteWerks has a great search capability so I never lose sight of recently created quotes. QuoteWerks makes it very easy to generate more than one quote per account so the customer has documents they can use to compare options side by side.
  • Searching for previously created quotes
  • Setting up quote templates
  • Creating multiple quotes per organization in a way that isn't confusing.
  • I wish I could select my favorite line items to appear at the top of a list and make it fast to select those frequently used items.
This is a solid sales tool. It's a little confusing to figure out at first, but once you understand the capabilities there is a lot you can benefit from.
Read Nikkii Kashub's full review
Angela Heid profile photo
January 22, 2018

QuoteWerks Review: "Works well until updates"

Score 6 out of 10
Vetted Review
Verified User
Review Source
It is being used by the sales team and by purchasing. We got it because we moved to ConnectWise and wanted a quoting solution that integrated with ConnectWise so we would have to enter the same information multiple times. We also use it to create proposals on projects as we are able to use templates to ensure wording is kept the same.
  • Create quotes.
  • Have multiple templates for quotes/proposals - this is good as you may want to include different information depending on product lines quoted, but at the same time make sure the same information is included everytime you quote the same thing.
  • Enforcing rules on who can edit quotes so you don't have to worry about people making changes to someone else's quotes.
  • For the last year everytime ConnectWise updates we have issues with the saving/link between ConnectWise and quotewerks.
  • Error messages while saving & tech support takes a while to fix.
I would recommend it if they were using ConnectWise. It is cheaper than the other solutions we looked at. But I would warn them that everytime ConnectWise updates you have to expect problems and immediately update QuoteWerks if you haven't already.
Read Angela Heid's full review
Ian Mothersill profile photo
January 18, 2018

QuoteWerks Review: "Decent, seems to be better than average"

Score 10 out of 10
Vetted Review
Verified User
Review Source
Quotewerks is our quoting tool, it feeds opportunity information into our CRM/ERP which is ConnectWise. It is used by anyone who creates or manages quotes. It solves the business problems of creating accurate quotes quickly, and managing the history of the quotes. Quotewerks uses templates that control the appearance of our quotes, creating a reliable standard that works for us and our customers.
  • Quotewerks manages conversions from foreign currency. This is key for us as we are in Canada and some of our manufactures/vendors have US dollar price lists.
  • Quotewerks keeps a database (flat file, really) price list. This allows us to maintain our own descriptions and simplifies quoting.
  • Quotewerks supports multiple formats for output, you can have different templates to show or hide information like part numbers, list prices, and so on.
  • Quotewerks offers several ways to distribute quotes internally or to customers. The program can send emails, or create an email in your email client, or save the quote to PDF, for example.
  • I wish they had a better spell checker, the one that is used is fairly cumbersome and has a rather limited dictionary. It would be great if you could spell check an entire document, rather than just one cell.
  • I wish double-clicking worked the way it does in most applications, for example double clicking on a word highlights the word, not opens up a drop-down list which is what happens with Quotewerks. Most apps follow Microsoft's lead on this, Quotewerks has not done this yet.
  • It would be great if there was a "quick save" option which would save a quote without going through three pop-up boxes. Once I have saved a quote the first time, I almost never need to change the settings in these boxes, yet I always have to wait for them to appear and click "OK".
  • The editor for creating quote templates feels very dated. It has been the same for 3 years, and it felt dated 3 years ago. Managing pagination is done through a rather cumbersome work-around process, for example.
It is the best of the tools I have used to create quotes for enterprise-class IT solutions. Much better than Netsuite, less error-prone than spreadsheets.
Read Ian Mothersill's full review
Eric Wakkuri profile photo
December 22, 2017

QuoteWerks Review: "Quick Professional Quotes That Lead To More Sales"

Score 10 out of 10
Vetted Review
Verified User
Review Source
Our sales department utilizes QuoteWerks every day to create professional quotes for our customers. QuoteWerks has allowed us to decrease the time it takes to create quotes along with creating easy to understand quotes for the customer.
  • Easy to understand quotes.
  • Easy revisions during the quoting process.
  • Outstanding support.
  • Etilize greatly speeds up the quoting process with accurate vendor costs and product descriptions.
  • QuoteWerks has to be reloaded from time to time on our computers for no real reason, but other than that I cannot think of any other issues.
QuoteWerks is well suited for any business in need of quick professional quote creation that can benefit from automated product description and pricing population.
Read Eric Wakkuri's full review
Jennifer Shannon profile photo
December 20, 2017

User Review: "Quoting with QuoteWerks"

Score 9 out of 10
Vetted Review
Verified User
Review Source
We are currently using QuoteWerks for sales. QuoteWerks allows us to quote our customers, get real-time availability and pricing, and collaborate with each other during the quoting process. QuoteWerks also allows us to connect with our contact management database to quickly access our client information and keep track of opportunities.
  • Easily able to customize forms. Other quoting systems only allow you to add your logo, maybe change the color. QuoteWerks allows you to completely edit the forms the way you want them to look.
  • Easily add custom parts into database. When you use vendors that do not integrate into the quoting system, it is important to be able to access those parts easily. QuoteWerks makes it easy to add those parts by importing from an Excel sheet. They also allow you to easily update those same databases.
  • Able to name the quote. Other quoting systems you are not able to change the name of the quote. This allows you to easily identify what the quote contains and who it is for.
  • Having real-time pricing and availability is great. However, it would be nice to exclude the discontinued items. This makes it hard in locating some items. To save time, we have to look up the appropriate item directly from our Vendor before adding it to a quote. With other quoting products, you can search for an item and it excludes the older items that have been discontinued or that are no longer carried.
We have several sales people that access QuoteWerks as well as an administrative assistant. We are able to set permissions so the administrative assistant can see all quotes but cannot modify them. However, when a sales person is out of the office, it is not as easily accessed as they would like it to be.
Read Jennifer Shannon's full review
Steven Thom profile photo
December 07, 2017

QuoteWerks Review: "Couldn't imagine life without it!"

Score 10 out of 10
Vetted Review
Verified User
Review Source
We use Quotewerks to perform all of our client quotes for materials, labor, and services. It simplifies the process of quoting and closing our opportunities. We currently have two licenses.
  • Integration with Autotask - we rely on this heavily.
  • Integration with QuickBooks - this is very useful.
  • Integration with our distributors - this is a critical feature we couldn't do without.
  • Integration with Outlook - all of our quotes feed through Outlook for a great audit trail.
  • I'd like to see it in the cloud, which I believe is in beta.
  • The on-premise software can act up at times, though it is generally very reliable.
Anyone selling IT resources should be using this. If you are quoting from Autotask, QuickBooks or Excel/Word, stop it and get Quotewerks!
Read Steven Thom's full review
Peter Heinicke profile photo
December 07, 2017

User Review: "QuoteWerks - IT quotes that work"

Score 8 out of 10
Vetted Review
Verified User
Review Source
We use quotewerks to generate quotes of systems, service, projects, and recurring service for our business. It is very useful to quickly generate a quote and send an email which is "click to accept" and therefore a legal contract. We also use it to collect payments and to figure out which distributor has the best deal on commonly available products.
  • You can generate a valid, attractive quote in five minutes especially for quotes that are very similar to other quotes. The quote can include vendor collateral, pictures, and selection options to allow the prospect or customer flexibility to get exactly what they want. We've used other systems but they had poor ability to include pictures, collateral, and selection options.
  • Quotewerks does the best job I have seen in obtaining pricing quickly from your vendors (your price, not an anonymous user's price) and feeding it to you so you can select the most profitable vendor.
  • You can send quotes via email that are clickable (sort of like docusign, but not as fancy). This also works for mobile devices.
  • You can prepare quotes that can be accepted on your table or mobile device that you as the salesperson takes with you.
  • User interface is a little clunky and old school menu driven.
  • Functionality can be hard to find if you don't already know where to look.
  • It doesn't integrate with many accounting systems - Sage 50, Quickbooks and that's about it.
It's really good for any sort of IT related business where you need to sell parts and systems (if you need to access Tech Data, Synnex, etc.).

It's not good at pricing inquiries for other types of business, although you could still build up your own database. If you need a CRM, this is not really quite it. It doesn't have marketing support and customer management support. It does link to Autotask and ConnectWise so that provides the customer management side, but still, no marketing support.
Read Peter Heinicke's full review
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December 20, 2017

Review: "A quick and blunt assessment of QuoteWerks"

Score 5 out of 10
Vetted Review
Verified User
Review Source
We use quotewerks across our organisation, it saves a lot of data entry into ConnectWise and speeds up our sales process.
  • Quotevalet online review and acceptance is great, paper is dead!
  • Being able to do recurring item quotes is awesome!
  • Having peer reviews has saved a lot of email chatter and extra time.
  • Can be a little slow.
  • Interface is a bit dated.
  • Can be a little unstable.
Well suited for IT companies and MSPs due to integration with ConnectWise and Autotask, but I think it could be used in other industries also.
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November 09, 2017

Review: "QuoteWerks is great- LEARN TO USE IT and it CAN TAKE YOU THERE"

Score 9 out of 10
Vetted Review
Verified User
Review Source
We utilize QuoteWerks for quote preparation prior to sending to our clients via Quote Valet. Once quotes (for internal use or resale) are approved, we utilize these as source of information needed to seek out the items needed for procurement or move to a already prepared quote within a vendors system to process a purchase. It easily allows us to keep track and make adjustments based on a products list price, margin goals or even uniquely handle lines that need to be viewable for our internal team, but not to a client or vendor. We also have PDF quotes that we prepare with the data entered on individual quotes.
  • Unique line attributes, such as "print line" can be selected and changed to "Do Not Print" to help keep some items off of invoices that are issued to clients.
  • Lines from a quote can be discarded (but remain viewable within the quote) and are not transferred to our accounting software.
  • Cost modifiers and price modifiers help to achieve the goal you're needing for resale margin and also to help best match complicated purchase deals that a vendor may provide with challenging discounts (discount of 32.7% off of list). This is simple algebra, but when you take into consideration that you may have 1,000 lines in a purchase, the automation is critical to being able to operate efficiently.
  • More improved functionality/integration with Accounting Software to help ensure that all features utilized by QuoteWerks can be recognized by the accounting software. Meets sales teams needs, but not always helpful with translating to Accounting needs to fulfill the end-goal that was established at the time the deal being agreed to.
  • The ability to select multiple lines/columns (unique cell or group selection) and utilize the copy/paste feature just as though you were working within Excel. Example: Selecting 30 cells within the vendor column and being able to quickly paste to all cells selected at one time.
  • It would be great their was more capability with the quote PDF selection when sending quotes or POs that would allow a user to select additional previously prepared items to include or not include when finalizing either item. Example: Selecting a master agreement that is tailored specifically to the type of sale transaction being presented (services, product resale, projects) based on a checkbox of options selected. QuoteWerks has some of this, but it's not as user-friendly as it could be. I'm sure this is something that the next version of QuoteWerks is going to be utilizing.
Quoting of services. Quoting of longer product orders with multiple rows containing very specific data. If your transactions involve discounts to be applied/used or many dependent variables- QuoteWerks is great at this.
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Gary Perkins profile photo
November 11, 2016

"Quotewerks Review from a user of over 10 years experience"

Score 9 out of 10
Vetted Review
Reseller
Review Source
Quotewerks was installed by myself back in about 2003 as we expanded the business and took on our first Account Managers.

The key issue was the quick and timely production of quotations on a consistent price list, together with a look and feel for these quotations (able to be dropped into pdf) and the integration with at the time our GoldMine system, thus ensuring Sales Opportunities were created. Because of this ease, we have also recommended and resold Quotewerks to many of our own Clients, some of whom are on ACT! or GoldMine. The beauty is it works with multiple CRM systems or on its own.
  • Fast Quotation from a standard xls imported price list, meaning easy and quick to update.
  • Easy template design with ability to add product spec, and extra terms and conditions etc.
  • Most importantly, its output documents are easy to read for clients and to send back to us.
  • Big saving in time, I can check anyone else quotes, amend these if need be (e.g if on holiday) and update Quotewerks quotes from within the CRM system
  • We also generate purchase orders out to our core suppliers on the back of an accepted quote, again being able to store the information easily
  • Now we've added the Quotevalet add-on this has helped improve our conversion and more importantly speed of conversion whilst saving us countless hours in not having to chase a quote until the client opens it...a game changer in sales!
  • Finally, its pretty cost effective as its works on number of licences don't need to match your CRM Licence count and you can trial it first.
  • Probably just interface could do with updating, and perhaps making it easier to customise to make it simpler to use; it's sometimes its a bit confusing when you start or untill you've had some training
  • Ideally, would like it to link to more CRM systems such as SAGE CRM.
  • Linking of the conversion link to also show the attached pdf, certainly in GoldMine this needs to be done manually, although its automatic that the quotation file is linked....a minor thing perhaps?
The client needs to be clear on what they want to use it for, for me, fast quotes from price lists are great.
The vendor has always been very helpful to us when we have come across or suggested an improvement, especially when they can see the commercial benefit and it makes sense, we found they actually dropped into the next build within 60 days.

Without blowing my own trumpet, we found needed some advice prior to installing it to ensure it's a good fit and client understands how to use it....we recommend a trial or webdemo or both just to help out users to understand and appreciate it. The key in my view, is a 'quick win' so for easy products or regular product quotes before getting carried away by say the bundles or configurable items or other more complex customisation requirements.
As they say, it does what it says it does "on the tin"; fast, easy and professional quotations.
.
Read Gary Perkins's full review
Douglas Borses profile photo
October 03, 2015

Review: "QuoteWerks is simple to use and has more capabilities than we could ever use - You can quote me on that"

Score 9 out of 10
Vetted Review
Verified User
Review Source

Quotewerks is a very sophisticated and highly capable program with more functionality and features than any one company would ever need. In addition the publisher is constantly adding new features and capabilities. Although you may not use it all, it’s nice to know it's all there. As our business has grown our quoting and proposal needs have become increasingly more sophisticated and we were able to utilize more of QW capabilities. We now use QuoteWerks features in ways that we could not have anticipated or envisioned even a few years ago. Our needs for a highly capable quoting software package were driven by the diverse nature of the products we sell which includes finished goods, bulk and raw components. Eight years ago when we started with QW we were delighted to have a piece of software that would be enable us to pull in contact and account information from our CRM thereby eliminating retyping of the contacts account shipping and billing address.

Today we use QW’s tight and seamless two way integration with Salesforce.com not only to virtual eliminates redundant data entry as every field in SFDC can easily linked to a QW field. In addition QW is an integral part of our sales business process whereby quote information including pricing pipeline and opportunity is automatically uploaded to Salesforce. This makes for very simply data mining and reporting from within salesforce to determine which products are most successful with which customer segments and enable us to more effectively establish pricing guidelines. The pricing approval process can then be used to monitor and enforce the pricing guidelines. We have recently started to adopt features that I never thought we would need such as the configurator to guide reps through complex quotes with multiple complex components and options.

It is simple enough that new users can start producing basic quotes quickly and accurately. While experienced reps are able to easily produce sophisticated quotes, proposals and order confirmations. We have been able to adapt QuoteWerks to create and track sample requests and technical samples. The major shortcoming of the program is its lack of a web version which is expected in 2016. It requires a server and synching remote data over our VPN. I am looking forward to dumping that arcane architecture and being able to use it as a SAS solution. However, the server based solution is a fraction of the costs of most SAS quoting solutions so I am not in too big a rush to change. For now it works well for us but there will come a day in the not too distant future where we will need to move to a SAS solution it would be great if the web version of QW is ready by then as I would like to stick with Aspire they have great tech service when needed.

  • Tight seemless intergration with Salesforce.com which eliminates the need for retyping accounts and enables quoted products to be added directly to the rep's pipline reports in Salesforce
  • Really easy to make build templates to fit almost any business situation. A recent improvement is the ability to build quote templates in MS Word is is much simpler to deal with than the clunky template maker in QW
  • Lengthy list of features and capabilities which the publisher is constantly expanding
  • Great Customer service and support - Even though it is not required you really should maintain your annual update maintenance.
  • QuoteWerks is a one-time purchase product, not subscription based.
  • There is much room for improvement in setting up new users and transferring QW from one computer to another. You have to call QW and get a seed number which can at times be a hassel for a California based business because QW support works 9 to 5 Eastern Standard - A little extra time in the afternoon would be much appreciated
  • The pricing for Quote valet combined with the cost for annual update maintenance puts it in the price range of web based subscription programs
  • The program needs to run on a users computer and therefore when there is a computer problem the rep can't quote - As noted above it is a hassle to set up new users or transfer the program. This shortcoming is a serious one and made us consider a web based quoting solution. However, as of this date none of them offer the functionality of QW. However, the technology is moving fast and I will continue to look for the day when I am not dependent on an individual machine.
To be fair QuoteWerks is not for everyone. There are less expensive and very capable quoting solutions out there. If your needs are modest it could be overkill. If you need a simple solution look at other options. However, if you have a need for tight intergration with Salesforce.com and the need for a sophisticated state of the art quoting and proposal tool check out this program. You should also consider QW if you require flexibility and capabilities that can grow with your business. This program has an incredible number of features, integrations and capabilities. The pricing model is less expensive than many lesser subscription models and the service and support is top notch. The downside is the lack of a fully cloud based solution and clunky user setup and migration to new machines. Although the set up and migration is inconvenient it is manageable. It's this set up and migration issue that knocks a point off the rating scale. Other than that I am a delighted with this program.
Read Douglas Borses's full review
Thomas Stanley profile photo
April 08, 2015

Review: "Improve Customer Communciation with QuoteWerks"

Score 10 out of 10
Vetted Review
Verified User
Review Source
We use QuoteWerks to create and disseminate product quotes to our customers. As a small business owner with one full time employee(me), I was spending up to 30 minutes preparing one quote. I needed a solution that allowed me to develop a quote in a very short amount of time. Once I found, evaluated and implemented QuoteWerks I cut quote preparation time down to less than 5 minutes. In addition I like how it integrates with my Act! CRM. Act! become an easily accessible repository for the quotes in its native file format along with a PDF copy. As a small business, I know that I have just scratched the surface of its capabilities. But for those of you looking to improve your response time to customers, save time and channel that newly available time to other customer contact activities and develop a bank of product data, QuoteWerks is a wonderful solution to keep you organized and focused on customers.
  • Organize product data, costing, pricing and images in one central location
  • Quickly prepare and disseminate quotes
  • Time saved is redirected to other business management activities
  • Interface with Act! CRM keeps quotes organized by customer
  • Tech support is excellent for the few times I have had to contact them
  • None that cross my mind
I am a small business and it is well suited for my small operation. Looking at it globally, I imagine it will work well with large companies, too. As you evaluate purchasing the category of software, check it out with a local reseller, have them demonstrate the product, know exactly what you are trying to accomplish (for me to save time) and welcome the additional benefits (repository of product data, connectivity with a CRM).
Read Thomas Stanley's full review
Samantha Robbins profile photo
November 11, 2015

User Review: "QuoteWerks Works!"

Score 8 out of 10
Vetted Review
Verified User
Review Source
Across the whole organization. It produces the companies quotes and orders for our products.
  • Determines the different costs of our products based on the customers use
  • Allows for multiple subtotals so that our customers can decide between 1, 2 or 3 different products and totals to decide from
  • Inserts cost of tax for different counties in our area
  • It can be slow and shuts down often
  • Slow when connecting it to our email program (Outlook)
  • Difficult to search for products within the catalog, you can't just type in a letter and have the program bring you to that group of products that start with that letter
We use it everyday and all day at my job. If we didn't have it we would not be able to do business like we do.
Read Samantha Robbins's full review
Michael Prachar profile photo
February 07, 2015

Review: "QuoteWerks is a vital addition to any IT service provider or MSP organization"

Score 9 out of 10
Vetted Review
Verified User
Review Source
We use QuoteWerks in the IT department now, and we're looking to deploy it to the rest of the organization soon. The application has solved several problems and filled in a lot of gaps in our sales workflow process.
  • The QuoteValet service is an excellent and easy to use online quote/purchase acceptance system.
  • The real-time pricing and order integration with the large distributors saves me hours of work every week.
  • The ability to create customized proposals in Word format and then automatically merge with customer information allows us to create professional proposals, even when quoting small jobs.
  • The purchase order workflow integration (we also use QuickBooks and Autotask) could be better.
It is definitely more useful for companies that sell technology items as opposed to services. Companies that buy from the large technology distributors (Tech Data, Ingram Micro, etc.) benefit significantly.
Read Michael Prachar's full review
Bob Ritter profile photo
January 21, 2015

Review: "15+ Years Experience Watching QuoteWerks Improve & Grow!"

Score 10 out of 10
Vetted Review
Reseller
Review Source
I use QW to write quotes and have integrated with CRM for sales pipeline and better access. My administrative staff fulfill orders on a daily basis based on the quotes. We couldn't work without it. And, we show our customers how it can work for them to help prepare more accurate and professional quotes in less time.
  • Quote Templates are huge time saver!
  • The ease of preparing and updating/revising quotes means that all staff can do their jobs and take care of the customer better.
  • Faster quoting allows you to be more responsive and sends a positive professional impression.
  • We'd like to see more functionality in QuoteValet.
  • The report writing features have limits, so you may wish to use an industry reporting solution such as Crystal Reports.
QuoteWerks API has allowed us to develop custom integrations and build workflow tools that fit onto QuoteWerks when customers have very special needs. By the same token, because the core functionality does so much, the customer starts out way ahead versus starting from scratch with a totally custom programming their own system. Nonetheless, QuoteWerks is not a fit for some business models, which is why I gave it a nine.
Read Bob Ritter's full review
David C. Noe profile photo
July 29, 2014

Review: "QuoteWerks - A great small business quoting solution"

Score 9 out of 10
Vetted Review
Verified User
Review Source
QW is used by our entire sales department to quote product and to fulfill orders. Having come from an Excel based quoting system, we have decreased our pricing mistakes dramatically and improved the look of our quotes.
  • QW produces a very "finished" looking quote to the end customer.
  • It allows everyone in the organization to have access to each others quotes for consistency.
  • Because QW integrates with our CRM (ACT! 2016), we are able to better track our opportunities and follow up on open leads.
  • The data structure that is required to set up the "price books" behind the scenes is a little cumbersome until you learn how to do it and practice.
  • The sync function for the data is sometimes a little slow in the Standard and Professional editions because of the Access back-end. The Corporate edition uses a MS SQL back-end and is better.
Since the software seems to be designed for people selling computer components, there are a number of suppliers that support direct data input. If you don't sell computers, don't let that scare you off. It just takes some more work.
Read David C. Noe's full review
Paul Marentette profile photo
February 10, 2014

Review: "QuoteWerks - 15 Years and Still The Most Essential Component In Our Sales Process"

Score 10 out of 10
Vetted Review
Reseller
Review Source
Fundamentally, there are three legs supporting our customer and sales process:
Act!, QuoteWerks and QuickBooks.
Remove any one of those and our process would not stand - but QuoteWerks is really the bridge between everything we've sold and everyone we've sold to.

QuoteWerks is used daily at Team Uptime to produce the quotes our clients must have to make their purchase, and the invoices we must submit to make our commitments! The Product List in QuoteWerks is where and how we organize our various services and product details including cost, supplier and referential items.

Our business is primarily delivering Contact Management solutions with Act! and QuoteWerks has always provided super-easy, seamless integration with zero data input redundancies. We have in the past worked with QuoteWerks customers not also using Act!, but in our experience it is the combination of both that is so simple yet so powerful.
* Because of QuoteWerks our contact details are much more valuable and complete in Act! since they include each contact's accurate sales history.

We use QuickBooks for our accounting, but prefer the invoices that QuoteWerks generates right from the quotes already prepared.
* Because of QuoteWerks, our customers can process our invoice sooner since the invoice received matches the same format as the quote they'd signed off.

Then there is the matter of time. From working manually in Excel, Word to other products, alternative sales quoting methods always exist. Some may be more intensive, some less, but QuoteWerks is perfectly designed to produce the best results within not only the most efficient use of our time, but our customers too. I started this company 28 years ago and have learned that often the most effective way to closing a sale is to respond immediately to the customer's need.
* Because of QuoteWerks, we can generate and send a complete custom quote in under 10 minutes. This results in time to provide better customer service and deliver more quotes - enabling us to live more successful, effective lives.
  • Create/maintain a product list with full details on the items and services you sell. This product list can be imported from Excel or accessed live and online from suppliers.
  • Integrates with Act! and other contact managers so you simply select your contact then build their quote from the product list. With Act! integration, the full details of the Sales Opportunity are loaded automatically, and you are prompted to schedule the followup activities too.
  • Designing, printing, then presenting an extremely professional looking quote is effortless, with options for delivery by email and/or electronically for online review and approval.
  • Organizing the quotes for your contacts are very easy too, with straight-forward approach to revisions and status of review/approval. QuoteWerks developers went to great lengths to ensure salespeople know all that has been quoted to a customer, the quoted price history for this item to this customer or others, and easily referencing all the supporting product literature details.
  • The recently introduced Dashboard provides an effective summary of Quotes, Orders and Recent Documents for the user. We look forward to managers also being able to see the status of quotes other QuoteWerks users have been working on.
  • There are so many features to QuoteWerks, including so many ways to deploy. I would like to see a simpler SQL back-end or web-based interface to complement the already easy network and remote user configurations
The only condition I can think of for not using QuoteWerks is if every quote/proposal offered is completely custom and unique. That is rare however, since QuoteWerks handles even extremely customized quotes quite well if you consider that many times a quote is based on the same time and materials ingredients.
My strongest recommendation for anyone considering QuoteWerks for their company is to work with an experienced provider. A manager can not make demands of his staff until the tools are ready to use, and with many, many options to a QuoteWerks implementation only experience and a commitment to understanding customer will see this through.
Read Paul Marentette's full review
Chuck Telschow profile photo
February 06, 2014

QuoteWerks Review: "Best Quoting tool for complete integration"

Score 8 out of 10
Vetted Review
Verified User
Review Source
I've used Quotewerks at the last 3 sales organizations I've worked for. Initially we purchased it at my first company because of it's ability to integrate with Connectwise which was our CRM program of choice. At my next company I made the recommendation that we move to it because I was very familiar with it, the fact that it could integrate with Autotask, and it's very easy to learn and use. It makes creating quotes very simple and I love the fact that it integrates with so many other CRM programs and has the ability to pull up current pricing from Distributors like Ingram Micro and Tech Data.
  • Quotewerks is very simple to use and allows you to customize your quotes to fit your current organization.
  • Integration with well known CRM programs like Autotast, ACT, Connectwise, and Salesforce saves time when creating new quotes for current customers
  • The ability to have current pricing on the fly with Quotewerks Real-time Data Module makes it even easier to spend more time selling, and less time creating quotes and researching current costs.
  • One area where Quotewerks is lacking a bit is in the standard quote format. While this can be modified, modifications are not simple and are a bit time consuming.
  • Sometimes the Real-time data module can be a bit finicky and needs maintenance from time to time
  • Integration at times isn't exactly seamless with certain CRM programs, and initial setup can take time to fully flush out.
For a company who desires integration with their CRM, but wants a stand-alone quoting tool that is very powerful, Quotewerks is great. I wouldn't recommend it as strongly if CRM integration isn't in the cards and you are just looking for a good quoting tools. There are better tools out there for this purpose.
Read Chuck Telschow's full review
Stephen Siggs profile photo
February 06, 2014

Review: "QuoteWerks - the way quoting should be!"

Score 10 out of 10
Vetted Review
Reseller
Review Source
QuoteWerks is used across the business to manage all of our quoting, sales order processing, purchase order processing and invoicing; it also holds all of our product/service lists and pricing. QuoteWerks very effectively manages our business's back office processes.
  • Holding Product and Price Lists which are integrated into our website so there's just one place to manage this information
  • Effectively managing the quote, order and invoice processes and retaining easily accessible history
  • Tight, seamless integration with Swiftpage ACT! contact management and Sage 50 Accounts for a smooth transition of data
  • Highly flexible which has allowed us as consultants to successfully implement QuoteWerks into many different business types
  • Clients are increasingly asking about a cloud-based / SaaS version
  • As a developer, the ability to modify screens (add and move fields around) would be great (but I realise incredibly difficult to implement!!!)
  • I am struggling, but one other piece of feedback from prospective clients is that it could do with a face lift. While functionally rich and very stable, admittedly the UI is a little tired.
QuoteWerks is a very well rounded solution for any business that sells products and/or services. It is well suited to businesses using the more popular contact managers and accounting packages that want a seamless end-to-end solution and you shouldn't be put off by the fact that you might be using three different packages - it really is a very smooth transition from working in each. Where it is less appropriate is if you are looking for a proposal writing piece of software; there are some very good features in QuoteWerks that help with proposal writing, but arguably there are better packages available for this.
Read Stephen Siggs's full review
Matt Rose profile photo
February 11, 2014

Review: "QuoteWerks, the insider to your client quote activity"

Score 10 out of 10
Vetted Review
Reseller
Review Source
QuoteWerks is used by our team to create quotations and manage our purchasing. It is used to present clear, professional quotations to clients enabling them to choose options and e-sign the quote. We also have the advantage of knowing when clients review their quotes which is a great insight for us.
  • Allows us to know exactly when clients are looking at the quote. This gives us an insight into how often the quote has been reviewed (if at all!) and alerts us to expired quote views. This tells us that the client is back in buying mode!
  • Our presentation of quotes is extremely professional. All our quotes contain upsell options and allows the client to increase their order value with us.
  • Integration with Sage50 streamlines our business process from Sales to Finance. This removes duplication of data and potential of introducing error.
  • Anyone in the business, instantly, can review quote activity and run with a quote if the original person that built the quote is away.
  • Despite being able to deploy QuoteWerks through tools such as Terminal Services and Citrix XenApp there is no native cloud app.
  • We have lots of control of client facing documents but being able to make key words bold/underline/italic (Rich Text) would be a useful addition.
  • Being able to self-host and have more control over QuoteValet data would allow us to interrogate our client activity even further.
It works fantastically well for a range of industries. Particularly over the last 5 years we've seen rapid growth in the number of IT service providers using the tool.
Read Matt Rose's full review
James Perrone profile photo
February 07, 2014

User Review: "QuoteWerks: Fast & Efficient"

Score 9 out of 10
Vetted Review
Verified User
Review Source
My overall experience with QuoteWerks is definitely a positive one. As part of the sales department, I use QuoteWerks on a daily basis to create quotes and proposals to share with my clients. The user-friendly interface, and integration with ConnectWise makes my job easy when it comes to getting proposals out the door quickly and efficiently.
  • User-friendly interface.
  • Great integration with ConnectWise.
  • Integrates well with VARs like Ingram-Micro and Synnex to pull pricing and availability right to your quote.
  • Integrates well with finance applications like QuickBooks and Peachtree.
  • The application can crash here and there when you try to pull up a quote for a client that you have historically created a lot of quotes for.
If you have an in-house sales force that generates numerous amounts of quotes a day, QuoteWerks is a great tool and will add value by allowing for quotes to be created quickly and efficiently and thus increase productivity.
Read James Perrone's full review
Curtis Bechtle profile photo
February 04, 2014

QuoteWerks Review: "QW user since 2008"

Score 9 out of 10
Vetted Review
Verified User
Review Source
We started out using it just for quotes but since the info was already input we made new forms for customer orders, purchase orders, invoices, and bills of lading etc.
  • Storing and retrieving a list of the organizations I do quotes for on a regular basis
  • Storing previous quotes/orders and the ability to find them
  • Customizing the print forms to exactly what you want to convey to your customers
  • I had to climb a steep learning curve with QW to learn to customize the product database and the form editor
  • The version I use (4.0) crashes at least once a week and sometimes the PDF printer locks up
It suits our small size operation well. Not only can I work up a quote very quickly and send it out but my colleagues are able to pull up my quotes if I am unavailable. This same concept works for orders, invoices, and even bills of lading since it is the same info just on a different form.
Read Curtis Bechtle's full review

Feature Scorecard Summary

Quote sharing/sending (13)
9.6
Product configuration (13)
8.7
Configuration options (13)
8.6
Pricing rules (9)
8.6
Price adjustment (13)
9.1
Purchase history and open contracts (10)
8.8
Guided selling/Sales portal (7)
7.2
CPQ reporting & analytics (5)
6.3
CPQ-CRM integration (10)
8.1
Attachments to quotes (13)
9.2

About QuoteWerks

QuoteWerks is specialized Configuration Pricing Quoting (CPQ) software that can be used in every industry to create sales quotes and proposals.  The vendor’s value proposition is that rather than relying on Microsoft Word or Excel to create quotes, users can benefit from a tool that is specialized for the task of creating quotes and proposals.

QuoteWerks integrates with the user's existing CRM software and distributors. With QuoteWerks users can also submit orders electronically to their vendors and receive an order status with shipping tracking numbers, serial numbers and more.

Categories:  Contact Management,  CPQ,  Proposal

QuoteWerks Features

CPQ Features
Has featureQuote sharing/sending
Does not have featureCredit approvals
Has featureE-signature
Has featureProduct configuration
Has featureConfiguration options
Has featurePricing rules
Has featurePrice adjustment
Has featurePurchase history and open contracts
Has featureGuided selling/Sales portal
Has featureSelf-service CPQ
Has featureCPQ reporting & analytics
Has featureProposals
Has featureExcel integration
Has featureCPQ-CRM integration
Has featureAttachments to quotes
Has featureRenewal management
Does not have featureOrder capturing
Additional Features
Has featureIntegrates with CRM, PSA, and Accounting
Has featureKnow when customers view your quote
Has featureLink to or Create Product Databases

QuoteWerks Screenshots

QuoteWerks Integrations

QuoteWerks Competitors

Pricing

Has featureFree Trial Available?Yes
Does not have featureFree or Freemium Version Available?No
Has featurePremium Consulting/Integration Services Available?Yes
Entry-level set up fee?Optional

QuoteWerks Support Options

 Free VersionPaid Version
Phone
Live Chat
Email
Forum/Community
FAQ/Knowledgebase
Social Media
Video Tutorials / Webinar

QuoteWerks Technical Details

Deployment Types:On-premise
Operating Systems: Windows
Mobile Application:Apple iOS, Android, Windows Phone, Mobile Web