QuoteWerks is great- LEARN TO USE IT and it CAN TAKE YOU THERE
November 09, 2017
QuoteWerks is great- LEARN TO USE IT and it CAN TAKE YOU THERE
Score 9 out of 10
Vetted Review
Verified User
Overall Satisfaction with QuoteWerks
We utilize QuoteWerks for quote preparation prior to sending to our clients via Quote Valet. Once quotes (for internal use or resale) are approved, we utilize these as source of information needed to seek out the items needed for procurement or move to a already prepared quote within a vendors system to process a purchase. It easily allows us to keep track and make adjustments based on a products list price, margin goals or even uniquely handle lines that need to be viewable for our internal team, but not to a client or vendor. We also have PDF quotes that we prepare with the data entered on individual quotes.
- Unique line attributes, such as "print line" can be selected and changed to "Do Not Print" to help keep some items off of invoices that are issued to clients.
- Lines from a quote can be discarded (but remain viewable within the quote) and are not transferred to our accounting software.
- Cost modifiers and price modifiers help to achieve the goal you're needing for resale margin and also to help best match complicated purchase deals that a vendor may provide with challenging discounts (discount of 32.7% off of list). This is simple algebra, but when you take into consideration that you may have 1,000 lines in a purchase, the automation is critical to being able to operate efficiently.
- More improved functionality/integration with Accounting Software to help ensure that all features utilized by QuoteWerks can be recognized by the accounting software. Meets sales teams needs, but not always helpful with translating to Accounting needs to fulfill the end-goal that was established at the time the deal being agreed to.
- The ability to select multiple lines/columns (unique cell or group selection) and utilize the copy/paste feature just as though you were working within Excel. Example: Selecting 30 cells within the vendor column and being able to quickly paste to all cells selected at one time.
- It would be great their was more capability with the quote PDF selection when sending quotes or POs that would allow a user to select additional previously prepared items to include or not include when finalizing either item. Example: Selecting a master agreement that is tailored specifically to the type of sale transaction being presented (services, product resale, projects) based on a checkbox of options selected. QuoteWerks has some of this, but it's not as user-friendly as it could be. I'm sure this is something that the next version of QuoteWerks is going to be utilizing.
- It's been great for historical research needs when finding what happened with a deal in the past. Locating how unique transactions were conducted in the past for either improvement or repeating the same process.
- Great for locating all items quoted to a customer and deals that have been ordered, invoiced or canceled by customers.
- Great place to centralize all deal transactions that occur (internal/external sales).
We have reviewed Quosal (ConnectWise Sell). The quoting process is better on looking pretty, but it has a multitude of flaws that done help with accomplishing what actually needs to happen. QuoteWerks accomplishes anything that we need it to do, and if it's short on those needs, we're able to find a way of improving or adjusting items to make things work. ConnectWise Sell is locked up and would take months for ConnectWise to make any adjustments (if they are ever done).