QuoteWerks Reviews

56 Ratings
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Score 8.7 out of 100

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Reviews (1-5 of 5)

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October 15, 2019
Angela Heid | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Review Source


it loads very slowly. sometimes the connection between it and connectwise is a problem and I don't know where the issue lies
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April 08, 2015
Thomas Stanley | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
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It quickly accomplishes the task of developing a quote and sending it to my customer in a timely manner. It is easy to use, interfaces with Act! and keeps my workflow moving smoothly.
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November 11, 2015
Samantha Robbins | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
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Quotewerks sometimes shuts down all of sudden, or does not export orders into quickbooks smoothly.
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February 06, 2014
Stephen Siggs | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Review Source


Once set up and running, and particularly when running the more reliable, faster Corporate edition rehosted to SQL Server, then QuoteWerks performs very well. The only reason for the slight mark down here is that QuoteWerks is very sensetive to having a database connection. If there is an issue whereby the connection to the server is lost (network glitch for example) then whereas Outlook (or a.n.other piece of software) might just wait and poll in 30 seconds time, QuoteWerks will crash and potentially a User lose all changes to the document(s) that they were working on.
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Feature Scorecard Summary

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

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
Live Chat
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