15+ Years Experience Watching QuoteWerks Improve & Grow!
Updated January 21, 2015
15+ Years Experience Watching QuoteWerks Improve & Grow!
Score 10 out of 10
Vetted Review
Software Version
Corporate Edition 4.9
Modules Used
- Etilize, QuoteValet, QB Integration
Overall Satisfaction with QuoteWerks
I use QW to write quotes and have integrated with CRM for sales pipeline and better access. My administrative staff fulfill orders on a daily basis based on the quotes. We couldn't work without it. And, we show our customers how it can work for them to help prepare more accurate and professional quotes in less time.
- Quote Templates are huge time saver!
- The ease of preparing and updating/revising quotes means that all staff can do their jobs and take care of the customer better.
- Faster quoting allows you to be more responsive and sends a positive professional impression.
- We'd like to see more functionality in QuoteValet.
- The report writing features have limits, so you may wish to use an industry reporting solution such as Crystal Reports.
- Taking more shots on goal - by writing more quotes faster, leads to more closed sales.
- As a shared solution, my whole office can work on and access quotes together.
QuoteWerks is the #1 rated and most popular solution on the market as far as I can tell. And, they been around for over 15 years and have grown every year, so you know they'll be around for you in the future. I know, we've been working with QuoteWerks for nearly as long as they've been in business!!
Using QuoteWerks
Evaluating QuoteWerks and Competitors
Yes - too long about to remember.
- Price
- Product Features
- Product Usability
- Product Reputation
- Vendor Reputation
QuoteWerks Support
Pros | Cons |
---|---|
Quick Resolution Knowledgeable team Problems get solved Immediate help available Support understands my problem Support cares about my success Quick Initial Response | Poor followup |
Any given month ...
Using QuoteWerks
Pros | Cons |
---|---|
Like to use Easy to use Well integrated Quick to learn Convenient Feel confident using | Lots to learn |
- Outputting a quote to pdf or emailing the quote
- Integration with our CRM (we use GoldMine, but have done it with many other CRM packages.
- Creating a quote from a template
- Some formulas can be
- Creating reports
Yes - Fairly well. Still not nearly as strong as the workstation client, but very simple quotes and some management oversight is possible.