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QW user since 2008
February 04, 2014

QW user since 2008

Curtis Bechtle | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Software Version

4.0

Modules Used

  • none

Overall Satisfaction

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
  • Faster access to our quotes allows us to help our customers faster
  • Quotes are turned around faster
  • We don't purchase paper versions of purchase orders or bills of lading since QW can produce these out automatically
We will upgrade in the future but it does everything I require of it currently.
It suits our small size operation well. Not only can I work up a quote very quickly and send it out but my colleagues are able to pull up my quotes if I am unavailable. This same concept works for orders, invoices, and even bills of lading since it is the same info just on a different form.