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…
QuoteWerks really delivers: from quoting to reporting and exceeds our expectations
Quote with QuotwWerks
Very integrated software, simple, streamlines the process of creating quotes and with a great technical support team
QuoteWerks - Exceptional
QuoteWerks is the best alternative for quoting products online
Tackle More at Once!
Best in class for professional quotes, interface could be more "friendly looking".
Good for Hybrid cloud solutions
QuoteWerks is a robust tool that improves the customer experience.
Good for mid to large companies with multiple departments
QuoteWerks: Easy to Use and Effective
Works well until updates
QuoteWerks Works
QuoteWerks adds efficiency to your business
The most powerful CPQ on the market
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
- Product configuration (32)9.797%
- Price adjustment (32)9.393%
- Configuration options (32)9.393%
- Quote sharing/sending (32)9.191%
Reviewer Pros & Cons
Pricing
QuoteWerks Standard Edition
$15
QuoteWerks Professional Edition
$20
QuoteWerks Corporate Edition
$29
Entry-level set up fee?
- Setup fee optional
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Product Demos
GoldMine Quotewerks Demo
Quotewerks Demo
A Personalized QuoteWerks Demo by our CEO, John Lewe
QuoteWerks v5.7 Build 1 Release Webinar
QuoteWerks Maximizer Demo Video
QuoteWerks Demo Video
Features
CPQ
Features related to configuring and pricing products and delivering quotes to customers.
- 9.1Quote sharing/sending(32) Ratings
Salespeople can share quotes and quote details with customers, via email, a customer portal, a personalized URL, or some other means.
- 9.7Product configuration(32) Ratings
Allows users to configure products and services by selecting bundles, constraints, options, preferences, etc.
- 9.3Configuration options(32) Ratings
Supports a robust, comprehensive level of detail around configuration options, including product features, services, quantity, etc. Options take into account availability and compatibility of selections.
- 8.9Pricing rules(26) Ratings
Determines price based on rules and hierarchies. Rules may consider customer demographics, availability, and/or product configuration.
- 9.3Price adjustment(32) Ratings
Sales users can adjust or override prices, based on coupons, discounts, markups, etc.
- 9.7Purchase history and open contracts(27) Ratings
Provides information about a customer’s previous purchases and current purchase/service agreements, which may factor into new sales or need to be modified to account for new sales.
- 8.9Guided selling/Sales portal(21) Ratings
Provides salespeople with tips, recommendations, or question sequences to help with product configuration and quoting, and/or to assist with cross-sell and upsell.
- 8.4CPQ reporting & analytics(21) Ratings
Users can report on and analyze CPQ processes. Metrics may include quoting cycle time, proposal acceptance rates, revenue, etc.
- 8.8CPQ-CRM integration(27) Ratings
Integrates to the company’s CRM to update the customer record.
- 9.4Attachments to quotes(30) Ratings
PDFs, contracts, videos, etc can be attached to quotes and/or proposals.
- 9.8Order capturing(12) Ratings
Allows the capture of orders of complex services and across multiple customer interaction channels such as - direct sales, contact center, point-of-sales, resellers, and customer self-service.
Product Details
- About
- Integrations
- Competitors
- Tech Details
- FAQs
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
QuoteWerks Video
QuoteWerks Integrations
- Datto Autotask PSA
- ConnectWise PSA
- QuickBooks Desktop Pro
- QuickBooks Desktop Premier
- QuickBooks Desktop Enterprise
- Salesforce Sales Cloud
- GoldMine CRM (discontinued)
- Act! CRM
- QuickBooks Online
- Zoho CRM
- Maximizer CRM
- Authorize.net
- Stripe Payments
- Sugar Sell (SugarCRM)
- Sage 50cloud Accounting
- Microsoft Dynamics 365
- Outlook
QuoteWerks Competitors
- Conga CPQ
- SAP CPQ
- PROS Smart CPQ
- ChannelOnline
- Configure One
- Oracle CPQ Cloud (BigMachines)
QuoteWerks Technical Details
Deployment Types | On-premise, Software as a Service (SaaS), Cloud, or Web-Based |
---|---|
Operating Systems | Windows |
Mobile Application | Apple iOS, Android, Windows Phone, Mobile Web |
Frequently Asked Questions
Comparisons
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Reviews and Ratings
(79)Community Insights
- Business Problems Solved
- Pros
- Cons
- Recommendations
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
- 10Likelihood to Renew21 ratings
- 6Availability5 ratings
- 6Performance5 ratings
- 9Usability9 ratings
- 8.9Support Rating9 ratings
- 6Online Training1 rating
- 5In-Person Training1 rating
- 9Implementation Rating6 ratings
- 9.7Configurability2 ratings
- 9Product Scalability3 ratings
- 9.8Ease of integration2 ratings
- 9.9Vendor pre-sale2 ratings
- 9.9Vendor post-sale2 ratings
Reviews
(1-25 of 33)Quote with QuotwWerks
- Financing Options
- Etilize to our distributors for pricing
- Organization
- Th capability to undo changes
- More capable to working with other applications
- The template feature would like to be a little more user friendly
QuoteWerks - Exceptional
- Grouping.
- Hidden lines in groups.
- Integration with other programs/software.
- Have not found QW not able to do anything I have needed it to.
- If I could ask for one thing, QW becoming adding a CRM feature.
- It is the best quoting software.
- It allows separate lines for labor (our biggest sales).
- The user and client can easily go back and fourth.
- The user interface of competitors is slightly more "Modern looking".
- A live microsite would be nice for smaller clients.
- I would like if it had more personalization to make quotes stand out, videos etc.
Good for mid to large companies with multiple departments
- Communication log.
- Streamline processes.
- Speeds up bidding process.
- Information overload.
- Customer Service availability.
Works well until updates
- 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.
QuoteWerks Works
- 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 adds efficiency to your business
- Formatting of quotes.
- Vendor integrations enabling automated addition of products.
- UI could use an update.
The most powerful CPQ on the market
- Configure/price/quote.
- Document management.
- Online quote management.
- Proposals.
- App integration. It requires a 3rd party tool to integrate with Pipedrive CRM.
- Web-based functionality is limited.
- Retail financing options are limited and require complicated imports.
QuoteWerks Review
- Showcases net profit.
- Customizable database for our product types.
- Quick and easy to create a deliverable PDF.
- UI seems a decade behind.
- Not always the best integrating with CRM software.
- Not the easiest to drag and drop. Text formatting gets skewed.
QuoteWerks is the best product for quoting, hands-down
- Product lookup and pricing through Etilize feature
- Custom quote configurations
- Affordable pricing
- Integration with our PSA
- Improve the ease of use of the report writer
QuoteWerks is sold software for any sales rep
- Clean interface that has grown through the years without becoming clumsy or cluttered allowing a sales rep to keep the familiar feeling while they grow new tools and implement new features.
- Purchasing interface works well and allows tracking to be simplified for PO's effecting multiple customer orders.
- Tracking changes in a quote through the properties field allows us to easily see when i change was made and who made it.
- I would love to see the layout designer modified. It is very old school and while a geek can use it, it is not intuitive to my users which funnels our requests back to me.
- Email logging of POs, we have a work around but that is always a messy thing and should be able to be better tracked through the CRM link.
- The purchasing module being able to stay open while working on other quotes/documents to cut down time between modules or just making the connection between the two a bit quicker.
- 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 connects directly to our distributors so we are able to pull real-time stock availability and pricing. This saves a lot of time when ordering products.
- QuoteWerks makes it very easy and convenient for us to add custom products and services that we offer to their database which saves us time when quoting the same services over and over again.
- QuoteWerks make sending the actual quote to a client very simple. We simply connect in to our Outlook client automatically, send the quote, and the client is able to view, edit, or accept.
- QuoteWerks does not use a SQL back-end database so sometimes it can run a little slowly.
- QuoteWerks can be a little hard to navigate at first, but gets much easier over time.
Decent, seems to be better than average
- 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.
Quick Professional Quotes That Lead To More Sales
- 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.
A quick and blunt assessment of QuoteWerks
- 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.
Quoting with QuoteWerks
- 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.
QuoteWerks offers powerful quoting at a competitive price.
- 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.
Couldn't imagine life without it!
- 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.
QuoteWerks - IT quotes that work
- 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 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.
Quotewerks Review from a user of over 10 years experience
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 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.
.
QuoteWerks Works!
- 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
Improve Customer Communciation with QuoteWerks
- 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
- 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.
15+ Years Experience Watching QuoteWerks Improve & Grow!
- 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.