Couldn't imagine life without it!
December 07, 2017

Couldn't imagine life without it!

Steven Thom | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with QuoteWerks

We use Quotewerks to perform all of our client quotes for materials, labor, and services. It simplifies the process of quoting and closing our opportunities. We currently have two licenses.
  • Integration with Autotask - we rely on this heavily.
  • Integration with QuickBooks - this is very useful.
  • Integration with our distributors - this is a critical feature we couldn't do without.
  • Integration with Outlook - all of our quotes feed through Outlook for a great audit trail.
  • I'd like to see it in the cloud, which I believe is in beta.
  • The on-premise software can act up at times, though it is generally very reliable.
  • Quotewerks makes a huge difference in our pricing. We consistently close larger and more profitable deals because of it.
Anyone selling IT resources should be using this. If you are quoting from Autotask, QuickBooks or Excel/Word, stop it and get Quotewerks!

QuoteWerks Feature Ratings

10.0
Quote sharing/sending
10
Product configuration
10
Configuration options
10
Pricing rules
10
Price adjustment
10
Purchase history and open contracts
10
Guided selling/Sales portal
Not Rated
CPQ reporting & analytics
Not Rated
CPQ-CRM integration
Not Rated
Attachments to quotes
10