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.