THIS PRODUCT Really WERKS!!
Updated March 06, 2019
THIS PRODUCT Really WERKS!!
Score 9 out of 10
Vetted Review
Verified User
Overall Satisfaction with QuoteWerks
Used by a department in quoting Products that we Rep for other Manufacturers, in the highway/construction business. It is easy to use. Take a little bit of time to set up your database, but once it is built it is easy to maintain yearly on pricing updates, etc.
- Works well with CRM & other Sales marketing programs
- Easy to maintain the database files
- Easy to set up the print screens
- Easy to manipulate the columns you only need in your quoting process.
- Fairly inexpensive to keep up to date yearly.
- Copy database files from one database to the other....It looses or duplicates the files
- Building sets, items that make up "one" item. Doesn't flow as easy as we would like.
- Allows for quick quoting to our customers. They get their quotes almost instantly.
- Allows for quick Maintaining of prices, able to make a profit on most items if the database is kept up to date
- Doesn't handle inventory of products that well.
Alot easier to use, but far !
QuoteWerks Feature Ratings
Using QuoteWerks
5 - sales/administration
1 - General updates - database update etc
- Quoting
- Reporting
- Inventory
- Reporting - Able to manipulate reports for Management. Allowing them a clearer picture to where we are at in our sales of a certain product and any given time.
- Hopefully to improve inventory control
Evaluating QuoteWerks and Competitors
Yes - Excel - was to easy to make errors on excel
- Product Features
- Positive Sales Experience with the Vendor
- Third-party Reviews
Seem to do what we wanted it to do, and easy to get there in a timely fashion.
No changes
QuoteWerks Implementation
- Implemented in-house
Yes - Inport / build up database. Create Customer files .
Not sure - Not at all part of the reason
- Imports from excel didn't always work well.
QuoteWerks Support
| Pros | Cons |
|---|---|
Quick Resolution Good followup Knowledgeable team Problems get solved Kept well informed No escalation required Immediate help available Support understands my problem Quick Initial Response | None |
When we were updating the sofetware to a newer version. Someone in the office was still in the database (which they were not supporse to be) and it messed up the database. The support team was able to get us fixed & up and running again, in just a half a day. They knew what happened and how to fix it. Thank Goodness !
Using QuoteWerks
| Pros | Cons |
|---|---|
Like to use Relatively simple Easy to use Technical support not required Well integrated Consistent Quick to learn Convenient Feel confident using Familiar | None |
- Updateing the database
- adding products to a quote
- Pringing a quote
- Manupulating a print/page layout