Quoting with QuoteWerks
December 20, 2017
Quoting with QuoteWerks
Score 9 out of 10
Vetted Review
Verified User
Overall Satisfaction with QuoteWerks
We are currently using QuoteWerks for sales. QuoteWerks allows us to quote our customers, get real-time availability and pricing, and collaborate with each other during the quoting process. QuoteWerks also allows us to connect with our contact management database to quickly access our client information and keep track of opportunities.
- Easily able to customize forms. Other quoting systems only allow you to add your logo, maybe change the color. QuoteWerks allows you to completely edit the forms the way you want them to look.
- Easily add custom parts into database. When you use vendors that do not integrate into the quoting system, it is important to be able to access those parts easily. QuoteWerks makes it easy to add those parts by importing from an Excel sheet. They also allow you to easily update those same databases.
- Able to name the quote. Other quoting systems you are not able to change the name of the quote. This allows you to easily identify what the quote contains and who it is for.
- Having real-time pricing and availability is great. However, it would be nice to exclude the discontinued items. This makes it hard in locating some items. To save time, we have to look up the appropriate item directly from our Vendor before adding it to a quote. With other quoting products, you can search for an item and it excludes the older items that have been discontinued or that are no longer carried.
- We have saved several thousand dollars a year moving to QuoteWerks.
QuoteWerks is a lot less expensive and easy to customize. We chose QuoteWerks based on price and reviews. We also chose QuoteWerks based on the customer service of the sales associate. You seem to get lost in the system with CNET.