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QuoteWerks Review: "great solution for SMB"
Bill Kane profile photo
February 04, 2014

QuoteWerks Review: "great solution for SMB"

Score 8 out of 101
Vetted Review
Verified User
Review Source

Software Version
Version 4.7
Modules Used
Build 8.09

Overall Satisfaction

QuoteWerks was our company's main quoting software that was used throughout our sales department. It allowed us to quickly and easily create customized quotes for our clients.
  • Easy to import line items from various vendors' quotes. The custom import templates allow you to save time and energy when importing large configurations.
  • Easily syncs with This allowed multiple users from different offices to collaborate on a single quote and keep track of revisions.
  • Personally would like to see more ability to work like Excel. For example, I'd like to be able to customize text within the actual quoting page, not having to create a new quote template to reflect my change in text.
  • QuoteWerks had a positive impact on ROI for our company. It allowed our small company to be more efficient as a whole and portray an image of a large well established organization.
Our company was recently acquired by a national firm who is already established in a home grown solution. QuoteWerks was a much more intuitive and robust solution that we will miss.
Great tool for SMB. Allows collaboration and time saving features that allow the organization as a whole to be more efficient. QuoteWerks also allows a small business to have a unified and professional look with their quote templates.