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QuoteWerks

QuoteWerks

Overview

What is 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…

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Recent Reviews

TrustRadius Insights

QuoteWerks is a versatile tool used by sales teams to streamline the process of producing quotes, proposals, and order confirmations. …
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QuoteWerks Works

10 out of 10
February 27, 2020
Incentivized
QuoteWerks is used across our entire organization. We use it for any sale that occurs whether a new client acquisition or product add-on. …
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Awards

Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards

Popular Features

View all 11 features
  • Product configuration (32)
    9.7
    97%
  • Price adjustment (32)
    9.3
    93%
  • Configuration options (32)
    9.3
    93%
  • Quote sharing/sending (32)
    9.1
    91%

Reviewer Pros & Cons

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Pricing

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QuoteWerks Standard Edition

$15

On Premise
per user/per month

QuoteWerks Professional Edition

$20

On Premise
per user/per month

QuoteWerks Corporate Edition

$29

On Premise
per user/per month

Entry-level set up fee?

  • Setup fee optional
For the latest information on pricing, visithttps://www.quotewerks.com/prices.asp?c…

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services
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Product Demos

GoldMine Quotewerks Demo

YouTube

Quotewerks Demo

YouTube

A Personalized QuoteWerks Demo by our CEO, John Lewe

YouTube

QuoteWerks v5.7 Build 1 Release Webinar

YouTube

QuoteWerks Maximizer Demo Video

YouTube

QuoteWerks Demo Video

YouTube
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Features

CPQ

Features related to configuring and pricing products and delivering quotes to customers.

9.2
Avg 8.6
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Product Details

What is 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.

QuoteWerks Features

CPQ Features

  • Supported: Quote sharing/sending
  • Supported: E-signature
  • Supported: Product configuration
  • Supported: Configuration options
  • Supported: Pricing rules
  • Supported: Price adjustment
  • Supported: Purchase history and open contracts
  • Supported: Guided selling/Sales portal
  • Supported: Self-service CPQ
  • Supported: CPQ reporting & analytics
  • Supported: Proposals
  • Supported: Excel integration
  • Supported: CPQ-CRM integration
  • Supported: Attachments to quotes
  • Supported: Renewal management
  • Supported: Order capturing

Additional Features

  • Supported: Integrates with CRM, PSA, and Accounting
  • Supported: Know when customers view your quote
  • Supported: Link to or Create Product Databases

QuoteWerks Screenshots

Screenshot of An example of a QuoteWerks Proposal

QuoteWerks Video

An Intro to QuoteWerks

QuoteWerks Competitors

QuoteWerks Technical Details

Deployment TypesOn-premise, Software as a Service (SaaS), Cloud, or Web-Based
Operating SystemsWindows
Mobile ApplicationApple iOS, Android, Windows Phone, Mobile Web

Frequently Asked Questions

Conga CPQ, SAP CPQ, and PROS Smart CPQ are common alternatives for QuoteWerks.

Reviewers rate Order capturing highest, with a score of 9.8.

The most common users of QuoteWerks are from Small Businesses (1-50 employees).
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Comparisons

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Reviews and Ratings

(79)

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

QuoteWerks is a versatile tool used by sales teams to streamline the process of producing quotes, proposals, and order confirmations. Experienced reps can easily create sophisticated quotes and proposals with QuoteWerks, ensuring accuracy and efficiency in their sales process. Additionally, QuoteWerks can be adapted to create and track sample requests and technical samples, providing flexibility for various use cases.

Despite its robust functionality, one major drawback of QuoteWerks is the lack of a web version, limiting accessibility for remote users. Another consideration is that QuoteWerks requires a server and syncing remote data over a VPN, which may pose challenges for some organizations. However, many users find that these limitations are outweighed by the fact that QuoteWerks is a fraction of the cost compared to most SAS quoting solutions. The tool has demonstrated tangible results in sales management and CRM integration, improving work management and enhancing the customer experience.

Sales departments benefit from key features such as electronic signatures, integration with CRM systems, and automated quote notifications to clients. QuoteWerks also caters to specific industries such as IT businesses by assisting with quoting equipment package deals. It supports sales representatives throughout complicated configure/price/quote steps, maximizing profitability and driving consistency. Additionally, QuoteWerks accommodates a wide range of retail and service use cases.

One common use case involves using QuoteWerks to manage quotes for both new prospects and existing clients. The software's search capability allows users to easily keep track of recently created quotes, enabling efficient quote management. Moreover, QuoteWerks simplifies the generation of multiple quotes per account for comparison purposes. Beyond the quoting process itself, QuoteWerks and its companion tool QuoteValet are utilized by sales and accounting departments to prepare, deliver, and process quotes and orders seamlessly.

In addition to managing quotes, QuoteWerks plays an essential role in fulfilling daily orders based on quotes. It acts as a bridge between different departments involved in the sales process, facilitating smooth order processing, and reducing errors. Furthermore, QuoteWerks is instrumental in improving sales pipeline transparency and integrating with organizational growth by providing valuable insights and analytics.

The software's user-friendly interface and integration capabilities with popular CRM systems like ConnectWise, ACT!, and Salesforce make it a sought-after tool for many organizations. By pulling data from CRM systems, QuoteWerks eliminates the need for retyping contact and account information, saving time and reducing errors. It allows for quick and timely production of professional-looking quotations, ensuring prompt responses to customer inquiries. Another valuable use case of QuoteWerks is its integration with other business software. It seamlessly integrates with CRM programs like GoldMine, Autotask, and ConnectWise, eliminating redundant data entry and automating the sales business process. This integration allows for data mining and reporting within CRM systems to determine successful products and establish pricing guidelines. QuoteWerks also offers customizable templates and integrates with third-party software, making it a versatile tool for businesses of all sizes and industries.

QuoteWerks is widely appreciated for its ability to turn customer needs into financial information, enabling smooth transactions. Users find that the software simplifies the process of creating quotes, saving time by eliminating manual calculations and allowing for easy customization. The generation and sending of complete custom quotes can be done in under 10 minutes, significantly improving workflow efficiency.

Moreover, QuoteWerks is not limited to the quoting stage alone; it supports the entire sales process from quoting to ordering to procurement and billing. By decreasing the time it takes to create quotes and generating clear, easy-to-understand quotes for customers, QuoteWerks enhances the overall customer experience. Sales teams benefit from its real-time availability and pricing features, collaboration capabilities, and streamlined client information management.

For managed service providers, QuoteWerks is an invaluable tool that allows them to generate custom quotes for products and services quickly. Users in industries like highway/construction also appreciate how QuoteWerks simplifies accurate pricing updates and avoids conflicting versions of price pages. The software serves as a cross-referencing system, aiding users in entering quotes and orders accurately by easily cross-referencing vendor part numbers and keeping track of sales records.

Overall, users rely on QuoteWerks as an efficient solution for streamlining their quoting process, ensuring timely delivery of quotes, and improving accuracy in their sales workflows. With its diverse range of features, integrations with popular business software, and user-friendly interface, QuoteWerks is a valuable tool for organizations of all types and sizes.

User-Friendly Interface: Several users have praised QuoteWerks for its user-friendly interface. They have found it intuitive and easy to navigate, allowing them to quickly learn and use the software without any difficulties. Customization Options: Many reviewers have highlighted the customization options offered by QuoteWerks. They appreciate the ability to tailor the software according to their specific business needs, such as customizing forms, adding custom parts, and naming quotes. This flexibility allows them to create personalized quotes that align with their branding and requirements. Integration Capabilities: Numerous users have commended QuoteWerks for its integration capabilities. They find it advantageous that the software can seamlessly integrate with other programs and software they use in their workflow, including CRM systems, sales marketing programs, finance applications, distributors, and more. This integration streamlines their processes and improves efficiency by eliminating manual data entry and enabling a smooth transfer of information between systems. These three pros - user-friendly interface, customization options, and integration capabilities - are frequently mentioned by reviewers as key strengths of QuoteWerks.

Outdated and Confusing User Interface: Many users have expressed dissatisfaction with the software's outdated and confusing user interface. They have found it difficult to navigate and understand, impacting their overall user experience.

Lack of Cloud Solutions and Integration: Users have reported that the software lacks cloud solutions and integration with other software, which has hindered their work efficiency. Some users desire a native cloud app for improved accessibility and integration capabilities.

Learning Curve with Software: Several reviewers stated that there is a learning curve associated with using the software. While it becomes easier to use over time, new users may find it challenging to navigate and fully utilize its features.

Based on user reviews, users often recommend integrating QuoteWerks with CRM and accounting software for the best results. They also suggest taking advantage of the trial version of QuoteWerks to explore all its features and evaluate if it fits their needs. Additionally, users advise spending time on interface configuration to optimize the software's performance and customizing quotes by copying and pasting for quick CPQ. It is also recommended to have someone on staff who is familiar with SQL configuration for optimal usage.

Attribute Ratings

Reviews

(1-2 of 2)
Companies can't remove reviews or game the system. Here's why
David C. Noe | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
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.
  • Decreased pricing errors
  • Increased positive customer image
  • Quicker quote generation
  • Better employee efficiency
  • Quote Writer
Although Quote Writer is a much more robust solution, it is also much more expensive. QuoteWerks is the ideal solution for the small to medium sized sales organization who wants to increase efficiencies and image.
I cannot imagine going back to the way we did it before. The sales staff would rebel!
10
Outside sales, inside sales support, and sales management.
2
There are no special skills needed to learn how to do the pricing function and maintenance. It just takes practice.
  • Improved image
  • Decrease in pricing errors
  • Improved efficiences for the sales staff
  • We have been able to easily create duplicate quotes for multiple vendors
  • Allows us to easily track past pricing for customers
  • We are not taking full advantage of the QuickBoooks integration
  • We need to utilize the configurator function more fully
Yes
We were using an Excel based quote that left a lot of inconsistencies in the pricing and the image.
  • Price
  • Product Features
  • Product Usability
QuoteWerks gave us the most features and usability at a price we could afford.
I probably would not change anything.
  • Implemented in-house
Yes
We developed the data structure, and then adapted our existing data sources to integrate into to it. We developed the templates and forms. We rolled it out to the field, after doing group and one-on-one training.
Change management was a big part of the implementation and was well-handled
Different levels of buy in by the employees. Some didn't want to change, but most welcomed it because QW is less labor intensive.
  • Administrator education and training
  • Complex manual and lack of additional traininmg sources (although that has changed)
  • Time to commit to the process
Now that there are more videos, it would be much easier. Before it was a lot of trial and error.
  • Online training
  • In-person training
  • Self-taught
There is in-person training offered in Orlando, but our company did not want to spend the money.
Originally it was weak, but they have really stepped up.
I do not recommend this route. There are a lot of good online videos now. Utilize them for all they are worth.
It allows you to modify the things you need to and allows the permissions to be set easily
Lock it down for everyone initially, and then loosen up as you deterrmine who the power users are.
Yes - we have customized the interface extensively
It is not hard at all to make changes
No - we have not done any custom code
We have not had the need to have any custom code written
This is a very flexible program, and it is designed to do as little or as much as you want.
No
The email support is great. !
The support guys are always right on top of things. QW also puts out regular updates, that address bugs and problems as well as new features.
Yes
They are always quick to issue patches and fixes.
When we were setting up our data, we kept having a formattinmg problem. Support tried to help us walk through it ourselves without success. It was as frustrating to them as it was to us. They finally had us upload the data to them and they fixed it overnight at no charge to us.
  • Intregration with ACT! is perfect
  • The ability to create different templates and forms for customer needs is great.
  • The shortcuts are very intuitive.
  • Setting up data formatting can be difficult until you practice it.
  • The sync process is very "clunky"
  • Pushing updates out to the field is difficult
Yes, but I don't use it
There is a Quote Valet Mobile ap, but we don't use it.
From a user's stand point it is great. From an administrator's view point, it could be somewhat easier
We have gone from 5 users to the current 15 without any growing pains
There when you need it.
Overall it is a great product, just sometimes the administrative functions can be difficult
  • ACT!
  • Outlook
The integration is seamless, and is very easy to set up.
  • I would like to see it integrate with Swiftpage or constant contact to allow automated follow up
Not sure.
  • File import/export
For the programs that I wanted to integrate with, it works perfectly.
Don't let this be a stand-alone product. Take advantage of using one of the supported CRM packages that it will integrate with.
Very quick to respond
I have never had a problem with them on renewals or upgrades
Theree was not really anything to negotiate here.
Make sure that you give them a complete picture of your expectations. They are very open about what they can and can't do.
Yes
The updates are fairly regualr from QW, and just require a few minutes per computer to roll out
  • Increased stability
  • Added Features
  • bug fixes
  • Increased stability
  • added features
  • bug fixes
No
Yes
Increased features and ease of administrration and field pushes
Stephen Siggs | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Reseller
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.
  • All of the examples provided! Faster lead conversion with the QuoteValet add-on; increased employee efficiency producing quotations from scratch, using templates of commonly quoted products and services or duplicating previous quotes; and better customer service because we can access information that much quicker with it being in one single database.
  • It is intuitive so very easy to get started with, but contains a rich depth of features that can be set up to an individual businesses requirements for even greater efficiencies.
  • The contact management and accounting integrations provide us with a seamless end-to-end back office solution.
  • From a partner / consultancy point-of-view it has provided with a good steady income for the last 9 years; from a developer point-of-view the stable API has provided us with an opportunity to create many product and custom add-on solutions.
  • Microsoft Word,Sage ACT!,Microsoft Excel,Sage 50 Accounts
As with many of our clients, we came from a place where we were using Microsoft Word and Excel to produce quotations. We looked at Sage ACT! (now Swiftpage ACT!) and Sage 50 Accounts as these were the other software products in the business at the time, but they were 'clunky', slow and didn't come close to offering the flexibility of QuoteWerks.
Unless a significantly better solution comes to market (because I don't believe there's one available at the moment) I honestly can't see our business running without QuoteWerks.
3
All administrative tasks work through QuoteWerks, so each individual with whatever role they are performing at the time - marketing, sales, purchasing or accounts - will reference QuoteWerks for information. Customer support also use it in supporting our clients, plus the development team also get involved enhancing our existing integration solution products and developing new add-ons for QuoteWerks.
2
As consultants and developers, we have a rounded knowledge of all of QuoteWerks features to be able to advise and train Users on how to get the most from the software. From our clients point of view, they will often have a in-house 'software champion' to manage their internal first line support (usually, but not exclusively, someone with a technical background) that has helped set up the system initially.
  • Quoting, SOP, POP and invoicing
  • Reporting on business and individual Sales Reps performance
  • Reviewing customers past purchases for possible supply of additional value added products and services
  • Reviewing lost prospect enquiries to understand how and why we lose sales
  • Integrating it to our website to update Product lists and prices
  • Building a business around it - providing consultancy, training and support services
  • Building the ConnectIt brand of integration and add-on software solutions
  • Internally QuoteWerks is very scaleable - it is definitely very capable of seeing our business through future growth
  • Externally we will no doubt develop further integration and add-on solutions to provide other businesses with more efficient back office processes
  • With clients, from day one they will often overlook the reporting side of QuoteWerks because there's nothing to report on; after 6-12 months, once there is data available, then it can be quite eye-opening as to what sort of information you can mine
Yes
We were using Microsoft Word and Excel to produce quotations, but this was inefficient and there was no real way to analyse the quotes we were producing. We wanted a solution which was easy to use, robust and would work with our existing (then Sage, now Swiftpage) ACT! and Sage 50 Accounts. We found QuoteWerks which sits very nicely in between the two.
  • Price
  • Product Features
  • Product Usability
  • Positive Sales Experience with the Vendor
  • Analyst Reports
The single most important factors were the usability and features. This meant that we could very easily get started with the product and expand our usage as the business requirements evolved and our knowledge of the product expanded. I feel that the usability and features are the key reason for our success in reselling the solution across so many different business induatries and types.
I'm not sure that I would. The only reason for a change in the process would be if I was working in a different business with different business requirements - QuoteWerks may be more (or less) applicable in a different vertical. Albeit, while I wouldn't want to second guess the outcome or influence it, given the number of different business types we have successfully implemented QuoteWerks in I'd be surprised if it wasn't a good fit.
  • Implemented in-house
No
Change management was minimal
Well, we learnt that change is good! We went from a clunky, very manual process of doing quotations in Word or Excel to having a system where we could create quotes much quicker and in a consistent way. This business benefit is also something that we have seen in businesses we've implemented QuoteWerks into - it's usually not so much changing the business process as refining it, having everyone do it consistently and using a different piece of software to perform the task.
  • Not for our business, but for others it is often having a server in place - it will work, but it is not recommended to run QuoteWerks from an individual workstation if multiple users are accessing it
  • Collating and de-duping Product and Contact lists can also be a challenge for a business
  • In all honesty, QuoteWerks is one of the easiest and stable software system I've worked with technically. Any issues are around exactly how to configure it fot it to work best and making sure that Users are trained properly on the way that is has been set up to get the most benefit.
Well, like implementing any software, I'd recommend either 1) installing it to a test PC first and either reading the manual or 'playing' with it to understand how it will work for your business before trying ti implement it, or 2) bringing in a third party (like us!) to assist in the implementation process.
  • Self-taught
As I have said in the above: we found the product very easy to get started with and build on as the requirements of our business evolved. As software consultants and developers by trade, getting started with a new piece of software is part of what we do. I wouldn't necessarily recommend this approach to other businesses as it can be time-consuming and you can find yourself looking at things that really aren't relevant to how your business works - in-house, we probably don't use 50% of what QuoteWerks is capable of albeit in implementations we have had to know every nook and cranny of the features. As a QuoteWerks I'd be much more inclined to recommend getting an expert into short-cut the process and help you get the software set up.
The Configuration options are very extensive, but we do occassionally get clients that would like modifications to areas of the software which are not available. Sometimes we can work around this with add-on development, but equally sometimes that is cost-prohibitive and can greatly increse the price of a piece of software which in what it provides out of the box is incredibly well priced as compared to similar products targetted at the same business size.
Yes - bring in the experts!!! :) Seriously: the best practices would be to understand your business process and how that should be applied to QuoteWerks, follow the User Manual documented guidelines on installing the software and ensure that all users are trained to use it in the same way given the configuration path that you have taken.
Yes - we have customized the interface extensively
There ahave been relatively simple changes such as changing labels to reflect our terminology and the data that we have chosen to enter into QuoteWerks. The most extensive changes that we have made (outside of developing add-ons to QuoteWerks) have been around the Document Layouts, reporting and the QuoteValet online quote review and acceptance tool. Given that the QuoteValet interface is customisable using HTML, then there are a lot of possibilities and options here if you are familiar with HTML and CSS.
Yes - we have added extensive custom code
Unlike some other software authors, the QuoteWerks API/SDK is freely available on request. This has not only allowed us to develop custom add-ons for our own business - specifically linking it to Sage 50 Accounts (UK version) and validating fields - but also for our clients businesses. For a developer, the QuoteWerks API is very easy to understand and offers many options to modify or enhance behaviours. Also with the database being open, there are opportunities to link directly to that to read information for use in other systems.
The culmination of the configuration and customisations that we have done are on our websites, this includes:
* Integrations with Sage 50 (UK), Sage 200 (UK), Sage MAS90/200, Pegasus Opera, Microsoft CRM and websites - www.connectit-software.co.uk
* Add-ons for Document validation, part ordering or invoicing www.connectit-workflow.co.uk
* Layouts and reporting - http://www.hilltopsit.co.uk/quotewerks/quotewerks_quote_analysis_report_pack.aspx
No
As Solutions Partners (resellers) of the product, we get free support from the Vendor.
The first line user support is excellent - 9 times out of 10 you are straight through to a very well trained technician and the 1 time out of 10 it is just a short wait. The only reason I have marked the rating down slightly is that as we are very well experienced ourselves anyway and it is rare that we need to contact the help desk; when we do it is usually to confirm an issue (there are very few, but there are some!) or for a very complicated problem. Now usually the technician we get can answer it, but if it needs to be escalated to the development team, then sometimes it can take a couple of days to get an answer. I hasten to add that this type of occassion is incredibly rare, but equally I want to provide a completely open and honest review.
Yes
Bugs are very rare in QuoteWerks software, but if the bug is application or business critial, then QuoteWerks author will very very quickly release an interim patch. Where the bug is less critical or there is a workaround for it, then they will wrap a fix up into one of the standard releases which generally come out every 4-6 weeks. I (and our clients) have always been very satisfied with this turnaround.
I guess the problem with this question is that being exceptional is QuoteWerks standard and so to describe an occurrence when I received a call from the VP when he is on vacation does not feel "exceptional". It should be seen as such however and certainly I wouldn't have expected this or the usual response times that QuoteWerks provide on a general day-to-day basis from other software vendors I have worked with in the past.
  • Creating your first quote
  • Modifying the Document Layouts to reflect your corporate image
  • Building Product and price lists to then create Product Bundles, Template Documents, etc. of commonly quoted items
  • The ability to create revisions of documents when a prospect changes their order
  • The ability to duplicate documents from similarly quoted items
  • Contact manager and account package integration
  • For complex businesses with lots of Products that want to use the Configurator, it can be time-consuming to set up, but very worth it once it's completed
  • Setting up layouts and management reports can be quite daunting to some users, but for people use to report writing software it's ok.
  • If your contact and/or product list is not easily accessible, then this can be a time-consuming task, but this is more of a business issue than QuoteWerks - once available, then it is very easy to import them into QuoteWerks
Yes
QuoteWerks mobile interface is QuoteValet where firstly you can present a quotation to your prospect via a website. Your prospect can then change options, ask questions or accept the quotation from the interface. This can very much speed up the cycle from quotation to acceptance, i.e. as opposed to emailing revisions of PDFs back and forth. As an internal tool, QuoteWerks QuoteValet can also be used to create quotes, report on prospect views of the online document and produce management reporting on Sales Rep performance. In honesty, the interface for creating quotes is a little clunky at the moment, but the author is investing a lot of time on the QuoteValet side of things at this time and it has come on no end since they first launched this.
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.
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.
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.
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.
  • Various contact manager: Swiftpage ACT!, Goldmine, Microsoft CRM, AutoTask, ConnectWise, Outlook, SalesForce.com (all out of the box)
  • Various accounts packages: QuickBooks and Peachtree (all out of the box)
  • Other packages with custom solutions: Sage 50 (UK), Sage 200 (UK), Pegasus Opera, Sage MAS90/200 ERP
With most of the contact management integration, QuoteWerks pulls Contact details out and pushes an Opportunity and the Document back. For the account packages (both those integrated out of the box and those using our add-on solutions) it takes the QuoteWerks Document (Quote, Order or Invoice) to create a Sales Order, Purchase Order and/or Sales Invoice. The integrations are what they need to be for general business use albeit some business would like deeper integration and they are very straightforward to set up.
  • Sage 300 ERP (was ACCPAC)
  • Computer 2000 / TechData
As far as I know, the vendors do not and do not plan to support Sage 300 ERP (as ACCPAC) and if we develop a solution I would not expect them to. The vendor does support TechData integration in the US, but not the equivalent Computer 2000 / TechData in the UK. We have already developed this solution and are just waiting for Computer 2000 to make a few changes to their systems before launching it. Again, I would not expect the vendor to develop a solution if we have ours available sensibly priced.
  • File import/export
  • API (e.g. SOAP or REST)
For what is available (which is quite a lot and most of the things that you would want to get at!) then QuoteWerks is very good and easy to use. In terms of integration to read data, with the straightforwardly architected open database, it is very easy to understand what information is where to extract it for use in other systems. QuoteWerks does only offer API access through the UI to write document information, so if you wanted to update Customer, Vendor or Exchange Rate information (for example) then there are dangers of writing directly to the database which is not a best practive development technique.
There are a lot of integration solutions already available and details are on the vendors website. For individuals with development knowledge (database architecture and SDK/APIs) then the freely available documentation is comprehensive and easy to follow. For businesses without an in-house developer, then there are also a large number of Development Partners (including ourselves!) that have experience of integrating with QuoteWerks.
Both the vendor (Aspire Technologies in Florida, USA) and the UK distributor (IT Microscope) were very welcoming in both bringing us on board as a partner reseller, helpful in getting us sufficently informed on the software in order to resell it effectively and support us in growing our knowledge as we got more involved in the partner channel, add-on development, etc.
As I stated in the previous answer, both vendor and distributor have supported us well in growing our knowledge as we got more involved in the partner channel, add-on development, etc. I feel that they respect the fact that we are knowledgeable, skilled, ethical consultants with strong customer-focussed values that treat our clients as they treat their own clients. It is a relationship that works well in us working together to provide high class software and services.
The terms on all software licenses and UMP (Update Maintenance Program or Software Assurance as it is often know) is payment up front always. License fees are a one-off cost; the UMP program is an optional subscription to get new software updates as and when they are released (usually 6-8 releases / year).
Not specifically. Obviously there are team members who have been there longer and so consequently have more experience, but all of the team are highly skilled in the roles that they fulfil and we've seen new technical support team members go flying up the learning curve within just a few months. Be nice to them and they'll be nice back, I guess is my only advice, but then don't you treat and vendor like that!???
Yes
We've upgraded QuoteWerks many, many times - in our own live systems, on our demo, test and development workstations as well as for clients. Done properly (taking a backup first) it is a very straightforward process and when things don't go quite according to plan (very rarely) it is also easy to undo the change. Depending on the size of the implementation (size of database and number of users) down time is minimal. We would usually set an expectation of a couple of hours, but this is typically much quicker.
  • New features such as HTML email, enhancements to QuoteValet and undo
  • Generally improved quoting quality and ways to reduce the quote to order cycle
  • New opportunities for providing value-add features and services to our clients
  • The vendor is generally quote closed about what they are working on - not making promises to the reseller network and user-base that they might not meet a time line on
  • Further improvements and extensions of the QuoteValet web and mobile features
Yes
Smaller businesses (including our own) will often start on the Standard edition. As a business grows, and particularly if they evolve to have have remote Sales Reps that want to generate quotes on the road, will move to Professional which has features to allow Sync-ing of document information. As the database grows then QuoteWerks can become slow (particularly if there are a lot of users) so they will then move to Corporate. Moving up through the versions is quite a straightforward process - just using a different license key to unlock the features available. Rehosting to SQL Server in the Corporate edition can be tricky for non-technical users, but the process is well documented in the User Manual and if trained in SQL Server is not too difficult.
No
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