QuoteWerks is a vital addition to any IT service provider or MSP organization
Michael Prachar | TrustRadius Reviewer
Updated February 07, 2015

QuoteWerks is a vital addition to any IT service provider or MSP organization

Score 9 out of 10
Vetted Review
Verified User
Review Source

Software Version

4.9

Overall Satisfaction with QuoteWerks

We use QuoteWerks in the IT department now, and we're looking to deploy it to the rest of the organization soon. The application has solved several problems and filled in a lot of gaps in our sales workflow process.
  • The QuoteValet service is an excellent and easy to use online quote/purchase acceptance system.
  • The real-time pricing and order integration with the large distributors saves me hours of work every week.
  • The ability to create customized proposals in Word format and then automatically merge with customer information allows us to create professional proposals, even when quoting small jobs.
  • The purchase order workflow integration (we also use QuickBooks and Autotask) could be better.
  • Much faster quote acceptance.
  • Guaranteed customer acknowledgment of pricing and TOCs.
It is definitely more useful for companies that sell technology items as opposed to services. Companies that buy from the large technology distributors (Tech Data, Ingram Micro, etc.) benefit significantly.

Using QuoteWerks

I have not seen any other product we would use instead.