15+ Years Experience Watching QuoteWerks Improve & Grow!
Updated January 21, 2015

15+ Years Experience Watching QuoteWerks Improve & Grow!

Bob Ritter | TrustRadius Reviewer
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!!
QuoteWerks API has allowed us to develop custom integrations and build workflow tools that fit onto QuoteWerks when customers have very special needs. By the same token, because the core functionality does so much, the customer starts out way ahead versus starting from scratch with a totally custom programming their own system. Nonetheless, QuoteWerks is not a fit for some business models, which is why I gave it a nine.

Using QuoteWerks

The only way I could give it a 10 is if was PERFECT. They come closer that any other product we work with. And, because they are constantly developing QuoteWerks and making it better, users are crazy not to renew their maintenance!

Evaluating QuoteWerks and Competitors

Yes - too long about to remember.
  • Price
  • Product Features
  • Product Usability
  • Product Reputation
  • Vendor Reputation

QuoteWerks Support

They are very busy but considering they still do a great job.
Quick Resolution
Knowledgeable team
Problems get solved
Immediate help available
Support understands my problem
Support cares about my success
Quick Initial Response
Poor followup

Using QuoteWerks

Because they are so close to perfect.
Like to use
Easy to use
Well integrated
Quick to learn
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.