QuoteWerks offers powerful quoting at a competitive price.
December 07, 2017
QuoteWerks offers powerful quoting at a competitive price.
Score 8 out of 10
Vetted Review
Verified User
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.
- ConnectWise Sell (formerly Quosal)
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.