QuoteWerks - A great small business quoting solution
July 29, 2014

QuoteWerks - A great small business quoting solution

David C. Noe | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Software Version

V 4.9

Modules Used

  • All

Overall Satisfaction with QuoteWerks

QW is used by our entire sales department to quote product and to fulfill orders. Having come from an Excel based quoting system, we have decreased our pricing mistakes dramatically and improved the look of our quotes.
  • QW produces a very "finished" looking quote to the end customer.
  • It allows everyone in the organization to have access to each others quotes for consistency.
  • Because QW integrates with our CRM (ACT! 2016), we are able to better track our opportunities and follow up on open leads.
  • The data structure that is required to set up the "price books" behind the scenes is a little cumbersome until you learn how to do it and practice.
  • The sync function for the data is sometimes a little slow in the Standard and Professional editions because of the Access back-end. The Corporate edition uses a MS SQL back-end and is better.
  • Decreased pricing errors
  • Increased positive customer image
  • Quicker quote generation
  • Better employee efficiency
  • Quote Writer
Although Quote Writer is a much more robust solution, it is also much more expensive. QuoteWerks is the ideal solution for the small to medium sized sales organization who wants to increase efficiencies and image.
I cannot imagine going back to the way we did it before. The sales staff would rebel!
Since the software seems to be designed for people selling computer components, there are a number of suppliers that support direct data input. If you don't sell computers, don't let that scare you off. It just takes some more work.

Using QuoteWerks

10 - Outside sales, inside sales support, and sales management.
2 - There are no special skills needed to learn how to do the pricing function and maintenance. It just takes practice.
  • Improved image
  • Decrease in pricing errors
  • Improved efficiences for the sales staff
  • We have been able to easily create duplicate quotes for multiple vendors
  • Allows us to easily track past pricing for customers
  • We are not taking full advantage of the QuickBoooks integration
  • We need to utilize the configurator function more fully

Evaluating QuoteWerks and Competitors

Yes - We were using an Excel based quote that left a lot of inconsistencies in the pricing and the image.
  • Price
  • Product Features
  • Product Usability
QuoteWerks gave us the most features and usability at a price we could afford.
I probably would not change anything.

QuoteWerks Implementation

Now that there are more videos, it would be much easier. Before it was a lot of trial and error.
Yes - We developed the data structure, and then adapted our existing data sources to integrate into to it. We developed the templates and forms. We rolled it out to the field, after doing group and one-on-one training.
Change management was a big part of the implementation and was well-handled - Different levels of buy in by the employees. Some didn't want to change, but most welcomed it because QW is less labor intensive.
  • Administrator education and training
  • Complex manual and lack of additional traininmg sources (although that has changed)
  • Time to commit to the process

QuoteWerks Training

  • Online training
  • In-person training
  • Self-taught
There is in-person training offered in Orlando, but our company did not want to spend the money.
Originally it was weak, but they have really stepped up.
I do not recommend this route. There are a lot of good online videos now. Utilize them for all they are worth.

Configuring QuoteWerks

It allows you to modify the things you need to and allows the permissions to be set easily
Lock it down for everyone initially, and then loosen up as you deterrmine who the power users are.
Yes - we have customized the interface extensively - It is not hard at all to make changes
No - we have not done any custom code - We have not had the need to have any custom code written
This is a very flexible program, and it is designed to do as little or as much as you want.

QuoteWerks Support

The support guys are always right on top of things. QW also puts out regular updates, that address bugs and problems as well as new features.
Quick Resolution
Good followup
Knowledgeable team
Problems get solved
Kept well informed
No escalation required
Immediate help available
Support understands my problem
Support cares about my success
Quick Initial Response
No - The email support is great. !
Yes - They are always quick to issue patches and fixes.
When we were setting up our data, we kept having a formattinmg problem. Support tried to help us walk through it ourselves without success. It was as frustrating to them as it was to us. They finally had us upload the data to them and they fixed it overnight at no charge to us.

Using QuoteWerks

From a user's stand point it is great. From an administrator's view point, it could be somewhat easier
Like to use
Relatively simple
Easy to use
Technical support not required
Well integrated
Quick to learn
Feel confident using
Lots to learn
  • Intregration with ACT! is perfect
  • The ability to create different templates and forms for customer needs is great.
  • The shortcuts are very intuitive.
  • Setting up data formatting can be difficult until you practice it.
  • The sync process is very "clunky"
  • Pushing updates out to the field is difficult
Yes, but I don't use it - There is a Quote Valet Mobile ap, but we don't use it.

QuoteWerks Reliability

We have gone from 5 users to the current 15 without any growing pains
There when you need it.
Overall it is a great product, just sometimes the administrative functions can be difficult

Integrating QuoteWerks

For the programs that I wanted to integrate with, it works perfectly.
  • ACT!
  • Outlook
The integration is seamless, and is very easy to set up.
  • I would like to see it integrate with Swiftpage or constant contact to allow automated follow up
Not sure.
  • File import/export
Don't let this be a stand-alone product. Take advantage of using one of the supported CRM packages that it will integrate with.

Relationship with Aspire Techologies

Very quick to respond
I have never had a problem with them on renewals or upgrades
Theree was not really anything to negotiate here.
Make sure that you give them a complete picture of your expectations. They are very open about what they can and can't do.

Upgrading QuoteWerks

Yes - The updates are fairly regualr from QW, and just require a few minutes per computer to roll out
  • Increased stability
  • Added Features
  • bug fixes
  • Increased stability
  • added features
  • bug fixes
Yes - Increased features and ease of administrration and field pushes