A quick and blunt assessment of QuoteWerks
December 20, 2017

A quick and blunt assessment of QuoteWerks

Anonymous | TrustRadius Reviewer
Score 5 out of 10
Vetted Review
Verified User

Overall Satisfaction with QuoteWerks

We use quotewerks across our organisation, it saves a lot of data entry into ConnectWise and speeds up our sales process.
  • Quotevalet online review and acceptance is great, paper is dead!
  • Being able to do recurring item quotes is awesome!
  • Having peer reviews has saved a lot of email chatter and extra time.
  • Can be a little slow.
  • Interface is a bit dated.
  • Can be a little unstable.
  • It's certainly made a positive impact on our sales process in terms of speed.
  • It's saved a lot of data entry time.
  • Stopped a lot of errors in quotes through manual data entry.
It's a better value for money and does the same thing as the much more expensive competitor...
Well suited for IT companies and MSPs due to integration with ConnectWise and Autotask, but I think it could be used in other industries also.

QuoteWerks Feature Ratings

6.2
Quote sharing/sending
10
Product configuration
7
Configuration options
7
Pricing rules
7
Price adjustment
7
Purchase history and open contracts
7
Guided selling/Sales portal
4
CPQ reporting & analytics
4
CPQ-CRM integration
4
Attachments to quotes
5