Item: QuoteWerks
Rating: 8
Author: Peter Heinicke

Use Cases and Deployment Scope

We use quotewerks to generate quotes of systems, service, projects, and recurring service for our business. It is very useful to quickly generate a quote and send an email which is "click to accept" and therefore a legal contract. We also use it to collect payments and to figure out which distributor has the best deal on commonly available products.

Pros and Cons

You can generate a valid, attractive quote in five minutes especially for quotes that are very similar to other quotes. The quote can include vendor collateral, pictures, and selection options to allow the prospect or customer flexibility to get exactly what they want. We've used other systems but they had poor ability to include pictures, collateral, and selection options.
Quotewerks does the best job I have seen in obtaining pricing quickly from your vendors (your price, not an anonymous user's price) and feeding it to you so you can select the most profitable vendor.
You can send quotes via email that are clickable (sort of like docusign, but not as fancy). This also works for mobile devices.
You can prepare quotes that can be accepted on your table or mobile device that you as the salesperson takes with you.

User interface is a little clunky and old school menu driven.
Functionality can be hard to find if you don't already know where to look.
It doesn't integrate with many accounting systems - Sage 50, Quickbooks and that's about it.

Return on Investment

I've won several - maybe a dozen quotes - as a result of quotewerks allowing me to get the out in a timely manner without beating my head against the vendor wall. Including some pretty large 5 figure quotes.
Negative - it was more difficult to learn than I anticipated.
I believe that Quotewerks will allow our business to grow faster once we get some revenue generation programs in place.
It systematizes things like freight and markup so you don't forget.

Alternatives Considered

Sage CRM, Autotask and Sage 300 ERP

Quotewerks is like its name, it's really good at making quotes and making sure you are quoting competitively sourced IT goods. The other things like full CRM, full PSA, full accounting, will require you to buy something else in addition. so you get this functionality. It's also great at making sure the acceptance process is binding.

Other Software Used

Sage 300 ERP, Sage CRM, Autotask, HubSpot CRM, HubSpot Sales, HubSpot, Sage 50 Accounting, TeamViewer, GoToMyPC, LogMeIn Central, LogMeIn Pro, SolarWinds N-central, ConnectWise Automate (formerly LabTech), Symantec Endpoint Protection

Likelihood to Recommend

It's really good for any sort of IT related business where you need to sell parts and systems (if you need to access Tech Data, Synnex, etc.).

It's not good at pricing inquiries for other types of business, although you could still build up your own database. If you need a CRM, this is not really quite it. It doesn't have marketing support and customer management support. It does link to Autotask and ConnectWise so that provides the customer management side, but still, no marketing support.

QuoteWerks - IT quotes that work

Overall Satisfaction with QuoteWerks