Quotewerks offers a productive, time saving approach to quoting
Updated March 06, 2019

Quotewerks offers a productive, time saving approach to quoting

Sue Scott | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with QuoteWerks

We use QuoteWerks for all of our quoting services to our customers. It allows us to integrate into ConnectWise and pull information and pricing from our distributors, Ingram Micro and Tech Data. We use QuoteWerks across departments within our company, the only ones not using it are engineers. It allows us to seamlessly incorporate our ConnectWise information into our quotes and provide professional quotes to our customers.
  • QuoteWerks integrates well with our ERP, Connectwise and pulls the information back and forth well between the two.
  • QuoteWerks integrates with our Distributors, Ingram Micro and Tech Data and pulls current pricing into the quote, which saves time having to go back and forth between applications.
  • QuoteWerks provides professional looking quotes that we can submit to our customers.
  • QuoteWerks can be a little clunky at times, but overall is easy to use.
  • QuoteWerks could be a little more visibly attractive, but it gets the job completed.
  • QuoteWerks Has added a couple of features that I would rather not see there - a view of all of the open quotes for a customer just muddies up the screen and it asks you if you want to save a quote at the most inopportune times.
  • QuotesWerks has positively impacted the time it takes to create a quote for a customer
  • QuoteWerks has made the organization of quotes for one customer easily accesible
  • QuoteWerks pulls information from Connectwise so I don't have to type in every time.
QuoteWerks maybe a little less user-friendly than ConnectWise Sell, however, the price is much less and we felt we didn't need anything different. One of the features in ConnectWise Sell was that you could send to a customer for auto approval, but we rarely need to do that for our customers. We simply send them the quote and they respond to the email with their approval. It works fine that way for us.
Quotewerks is great in an environment where you need to provide a professional looking quote to a customer and also if you need to integrate with Connectwise and get current pricing from your distributor at your fingertips. It may not be a good solution if you need to have engineers work on quotes with you.

QuoteWerks Feature Ratings

Quote sharing/sending
Product configuration
Configuration options
Pricing rules
Price adjustment
Purchase history and open contracts
Guided selling/Sales portal
CPQ reporting & analytics
CPQ-CRM integration
Attachments to quotes

Using QuoteWerks

6 - Mainly sales, however it is used by our Purchasing Manager, President and Help Desk Specialist. We used it in conjunction with ConnectWise, our ERP system. The tie-in from our distributors is a plus because it brings pricing in automatically, so for not only sales, but other people within the organization benefit from Quotewerks.
9 - Although not all of our engineers are needed to support Quotewerks, all of our engineers are trained in supporting it to the users. We just recently moved it from an old server to a hyperconverged system and it is running like a champ. Our engineers are certified in many areas, but no specific skills are required to support it.
  • Tie-in to ConnectWise (and other ERP platforms)
  • Relative ease of use most of the time
  • Easily put product solutions in a presentable form to our customers
  • Creating grouped product solutions
  • Standardized presentation methods for quotes to our customers
  • Integrated customization for our company
  • Continue to evolve the way we are using the application to present to our customers
  • More real-time pricing through additional distributors
  • Additional of more customized company information
Quotewerks meets the needs in our company's environment and provides the tool to give our customers the best possible quoting solution to present. With the integration with our distributors, we can get real-time pricing to pull into the quote and not have to search different partner portals to get the pricing.

Evaluating QuoteWerks and Competitors

Yes - We had a home grown solution for quoting that mainly used a database and Excel together to allow us to quote the desired product solution to our customers. Needless to say, Quotewerks provides us a solution that takes care of the tedious aspect of quoting. It was a no-brainer for us to move to a new solution.
  • Product Features
  • Product Usability
  • Positive Sales Experience with the Vendor
  • Third-party Reviews
Our company's main purpose for choosing Quotewerks was the product features. Once again, being able to pull in pricing from our distributors was key in the ease of use we were looking for. Quotewerks provides a solid solution to present quotes to our customers in a professional manner. Usability was important, as well, however features were most important.
We would look at more solutions, but I am not so sure that at the time, our selection would have been any different. We have been happy with the solution and it takes less time to prepare quotes than our homegrown solution did and puts them in a more professional manner.

QuoteWerks Implementation

I do not have any key insights on the implementation so I cannot provide any valuable information here. I do know, however, that the process went well when we switched from a old platform to a new hyperconverged solution to host Quotewerks. It seemed to be a quick process and our engineer was able to do so almost seamlessly.

QuoteWerks Support

Quotewerks support does fine for our company as we have very few issues with the application. When we do have issues, typically they are resolved in a timely fashion and we are notifies of the resolution.
Good followup
Knowledgeable team
Problems get solved
Kept well informed
Immediate help available
Support understands my problem
Support cares about my success
Quick Initial Response
Yes - We have had a few bugs in using Quotewerks, however they have been resolved to our satisfaction and in a timely fashion.

Using QuoteWerks

Our company's experience with Quotewerks has been position and we have continued to look at other solutions to make sure we are not missing something, however for the pricing structure for what we use, makes it the right solution for our business.
Like to use
Relatively simple
Easy to use
Technical support not required
Well integrated
Quick to learn
Feel confident using
  • Integration with ERP
  • Grouping product categories
  • Ease of changing markup percentages
  • Autosave component always asking if you want to save