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QuoteWerks Reviews

56 Ratings
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Score 8.7 out of 100
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Reviews (1-6 of 6)

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March 06, 2019

Quotewerks offers a productive, time saving approach to quoting

Sue Scott | TrustRadius Reviewer
Sue Scott
Score 9 out of 10
Vetted Review
Verified User
Review Source

Implementation Rating

9
I do not have any key insights on the implementation so I cannot provide any valuable information here. I do know, however, that the process went well when we switched from a old platform to a new hyperconverged solution to host Quotewerks. It seemed to be a quick process and our engineer was able to do so almost seamlessly.
Read Sue Scott's full review
November 11, 2016

Quotewerks Review from a user of over 10 years experience

Gary Perkins | TrustRadius Reviewer
Gary Perkins
Score 9 out of 10
Vetted Review
Reseller
Review Source

Implementation Rating

10
Just to ensure that consultants are at least consulted here to ensure QuoteWerks software does meet your needs first, ensure you have a demo and a quick trial on your own as well
Read Gary Perkins's full review
February 06, 2014

QuoteWerks - the way quoting should be!

Stephen Siggs | TrustRadius Reviewer
Stephen Siggs
Score 10 out of 10
Vetted Review
Reseller
Review Source

Implementation Rating

10
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.
Read Stephen Siggs's full review

QuoteWerks Scorecard Summary

Likelihood to Recommend (56)
8.7
Likelihood to Renew (20)
8.0
Usability (9)
9.0
Availability (5)
6.0
Performance (5)
6.0
Support Rating (9)
8.8
In-Person Training (1)
5.0
Online Training (1)
6.0
Implementation Rating (6)
9.0
Product Scalability (3)
9.0

Feature Scorecard Summary

Quote sharing/sending (21)
9.5
Product configuration (21)
8.5
Configuration options (21)
8.3
Pricing rules (17)
8.5
Price adjustment (21)
8.7
Purchase history and open contracts (17)
7.3
Guided selling/Sales portal (12)
7.2
CPQ reporting & analytics (11)
6.9
CPQ-CRM integration (16)
6.5
Attachments to quotes (20)
9.2
Order capturing (1)
10

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.

Categories:  Proposal,  CPQ

QuoteWerks Features

CPQ Features

Has featureQuote sharing/sending
Has featureE-signature
Has featureProduct configuration
Has featureConfiguration options
Has featurePricing rules
Has featurePrice adjustment
Has featurePurchase history and open contracts
Has featureGuided selling/Sales portal
Has featureSelf-service CPQ
Has featureCPQ reporting & analytics
Has featureProposals
Has featureExcel integration
Has featureCPQ-CRM integration
Has featureAttachments to quotes
Has featureRenewal management
Has featureOrder capturing
Additional Features
Has featureIntegrates with CRM, PSA, and Accounting
Has featureKnow when customers view your quote
Has featureLink to or Create Product Databases

QuoteWerks Screenshots

QuoteWerks Integrations

QuoteWerks Competitors

QuoteWerks Pricing

  • Has featureFree Trial Available?Yes
  • Does not have featureFree or Freemium Version Available?No
  • Has featurePremium Consulting/Integration Services Available?Yes
  • Entry-level set up fee?Optional
EditionPricing DetailsTerms
QuoteWerks Standard Edition$15per user/per month
QuoteWerks Professional Edition$20per user/per month
QuoteWerks Corporate Edition$29per user/per month

The QuoteWerks license count is based on concurrent usage so while you may have 5 users using it, you may only need to purchase 2 licenses. The QuoteValet license count is based on daily maximum number of unique users. In addition to monthly and annual subscriptions, one-time, up-front purchasing options for edition and realtime licenses are available which include volume pricing discounts. Invest up-front and pay minor maintenance fees annually. Please contact QuoteWerks Sales at sales@quotewerks.com or 407-248-1481 to answer any questions or to obtain a personalized quote.

QuoteWerks Support Options

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

QuoteWerks Technical Details

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