QuoteWerks offers powerful quoting at a competitive price.
December 07, 2017

QuoteWerks offers powerful quoting at a competitive price.

Nathaniel Bannister | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with QuoteWerks

Our company uses QuoteWerks to generate quotes and proposals for our customers. We leverage their robust API Integration with ConnectWise Manage to help us tie together all of our existing customer and product data. While ConnectWise offers their own quoting tool in the form of ConnectWise Sell (formerly Quosal) we feel that QuoteWerks offered us a better value proposition. Because it offers us licensing on concurrent users rather than on named users on a monthly basis it has allowed us to offer the functionality to our whole organization without incurring a large monthly cost.
  • It offers a robust API Integration with ConnectWise Manage as well as several other CRM and accounting packages.
  • It offers a robust templating system that has allowed us to remove large amounts of manual labor from our quoting system.
  • It allows you to integrate rate sheets from your leasing partners for easy leasing options.
  • Their desktop user interface makes it feel like a member of the Office 2007 product family.
  • Some tools work irregularly depending on the data source you have it connected to.
  • Quotewerks has allowed us to improve the accuracy and speed in which we are able to generate and deliver a quote.
  • Quotewerks has improved the overall consistency and appearance of our quotes.
  • Quotewerks has allowed us to prevent costly pricing mistakes based on stale data or price lists.
We elected to go with QuoteWerks due to it's lower total cost. ConnectWise Sell would have been markedly more costly for us to allow our entire team to use it when it is uncommon for more than one of us to be using it at a time.
QuoteWerks really shines in its flexibility and powerful integrations with multiple CRM/account systems. It is well suited for technical users but isn't as streamlined as some of the more vertical integrations like the ones that exist between ConnectWise Sell and Manage. Their commitment to offering reasonable pricing without moving to a per user/month model also makes it attractive for companies trying to save money on recurring monthly spend.

QuoteWerks Feature Ratings

Quote sharing/sending
Product configuration
Configuration options
Pricing rules
Not Rated
Price adjustment
Purchase history and open contracts
Not Rated
Guided selling/Sales portal
CPQ reporting & analytics
Not Rated
CPQ-CRM integration
Attachments to quotes