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QuoteWerks is a versatile tool used by sales teams to streamline the process of producing quotes, proposals, and order confirmations. …
Starting at $15 per user/per month
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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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Popular Features
- Product configuration (32)9.898%
- Price adjustment (32)9.393%
- Configuration options (32)9.393%
- Quote sharing/sending (32)9.191%
Reviewer Pros & Cons
Pricing
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
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
Features
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Product Details
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- 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
An Intro to QuoteWerks
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
Reviewers rate Product configuration and Purchase history and open contracts and 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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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!
- 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.
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Reviews
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May 31, 2023
Quote with QuotwWerks
Score 9 out of 10
Vetted Review
Verified User
We use QuoteWerks mainly for quoting out bids to our clients. It is an easy tool and when needing to also use the financing option it is nice to provide that to our clients as well. QuoteWerks addresses multiple business problems as it helps in gaining that prospect client when sending them a professional looking quote for hardware or any services we provide in a timely manner. QuoteWerks makes it easy to do that.
- 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
I use QuoteWerks to send quotes to clients. It allows me to use previous quotes as a template and easily use them again for another quote, as they are always fairly similar. It lets me know when the quote has been read, and questions can be asked or issues raised. it basically saves a load of time and looks more professional.
- 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.
February 07, 2022
Good for Hybrid cloud solutions
Score 9 out of 10
Vetted Review
Verified User
QuoteWerks is one of the best useful platform available in the market in order to work on any task it helps in improving Sales Pipeline Transparency also help us to reduce error and misquotes which trends to be integrated for the efficiency leads to the development of any organization in terms of growth.
- Sales pipeline Transparency
- Reduce Error and Misquotes
- Integrated for Efficiency
- Lack of cloud solutions
- Platform dependencies
- Not UI friendly
February 04, 2022
QuoteWerks: Easy to Use and Effective
QuoteWerks was a great tool (as seen from a volunteer perspective), in selling to clients and effectively quoting proposals. The software was easy to use and it integrated well with the other systems that were operational.
- Copy and Paste Information from one system to the next.
- Selling and Cross Selling to clients.
- Reliable quoting and proposals.
- Contacting customer support.
- Updating the system multiple times.
April 16, 2021
Works well until updates
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.
April 11, 2019
QuoteWerks Review
QuoteWerks is used by multiple departments, inside and outside sales, to compile quotes.
- 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.
March 08, 2019
QuoteWerks is sold software for any sales rep
We use it through the entire process from quoting to ordering to procurement and billing. We have it tied into our CRM program as well as our accounting software for a full sales experience. I can send customer a quote, collect payment online through Quote Valet, track modifications and revisions as well as job costing with the purchasing module.
- 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.
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.
December 20, 2017
A quick and blunt assessment of QuoteWerks
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.
December 07, 2017
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.
December 07, 2017
QuoteWerks - IT quotes that work
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.
November 09, 2017
QuoteWerks is great- LEARN TO USE IT and it CAN TAKE YOU THERE
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.
November 11, 2016
Quotewerks Review from a user of over 10 years experience
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.
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?
October 03, 2015
QuoteWerks is simple to use and has more capabilities than we could ever use - You can quote me on that
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.
April 08, 2015
Improve Customer Communciation with QuoteWerks
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
March 18, 2015
Why I love QuoteWerks!
Andwin uses QuoteWerks as a cross referencing system and to enter quotes and orders. Only our sales department uses QuoteWerks. QuoteWerks makes it easier to cross reference between vendor part numbers and our part numbers. We use this in conjunction with SalesLogix so it helps us keep records of what sales reps quoted which customers.
- Cross referencing
- Quote tracking
- Ease of product entry
- Exporting to Excel
- Honestly, I love QuoteWerks! I just wish there was a way to import Excel files for quicker quoting.
January 21, 2015
15+ Years Experience Watching QuoteWerks Improve & Grow!
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.
July 29, 2014
QuoteWerks - A great small business quoting solution
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.
February 11, 2014
QuoteWerks, the insider to your client quote activity
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.
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.
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
February 07, 2014
QuoteWerks: Fast & Efficient
Score 9 out of 10
Vetted Review
Verified User
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.
February 06, 2014
Best Quoting tool for complete integration
Score 8 out of 10
Vetted Review
Verified User
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.
February 06, 2014
QuoteWerks - the way quoting should be!
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.
February 06, 2014
Quotewerks Version 4.7 Review
Score 8 out of 10
Vetted Review
Verified User
Quotewerks is currently the system we use to prepare quotations for our customers. It addresses our need to provide quotations quickly to customers.
- Easy user interface to Prepare Quotes
- Customizable to each customers needs
- Integration with other products
February 04, 2014
QW user since 2008
Score 9 out of 10
Vetted Review
Verified User
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