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
(1-2 of 2)QuoteWerks - A great small business quoting solution
- 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.
- Decreased pricing errors
- Increased positive customer image
- Quicker quote generation
- Better employee efficiency
- Quote Writer
- 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
- Price
- Product Features
- Product Usability
- Implemented in-house
- Administrator education and training
- Complex manual and lack of additional traininmg sources (although that has changed)
- Time to commit to the process
- Online training
- In-person training
- Self-taught
- 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
- ACT!
- Outlook
- I would like to see it integrate with Swiftpage or constant contact to allow automated follow up
- File import/export
- Increased stability
- Added Features
- bug fixes
- Increased stability
- added features
- bug fixes
QuoteWerks - the way quoting should be!
- 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.
- 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
- 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
- Price
- Product Features
- Product Usability
- Positive Sales Experience with the Vendor
- Analyst Reports
- Implemented in-house
- 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.
- Self-taught
* 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
- 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
- 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
- Sage 300 ERP (was ACCPAC)
- Computer 2000 / TechData
- File import/export
- API (e.g. SOAP or REST)
- 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