Decent, seems to be better than average
January 18, 2018
Decent, seems to be better than average
Score 10 out of 10
Vetted Review
Verified User
Overall Satisfaction with QuoteWerks
Quotewerks is our quoting tool, it feeds opportunity information into our CRM/ERP which is ConnectWise. It is used by anyone who creates or manages quotes. It solves the business problems of creating accurate quotes quickly, and managing the history of the quotes. Quotewerks uses templates that control the appearance of our quotes, creating a reliable standard that works for us and our customers.
- Quotewerks manages conversions from foreign currency. This is key for us as we are in Canada and some of our manufactures/vendors have US dollar price lists.
- Quotewerks keeps a database (flat file, really) price list. This allows us to maintain our own descriptions and simplifies quoting.
- Quotewerks supports multiple formats for output, you can have different templates to show or hide information like part numbers, list prices, and so on.
- Quotewerks offers several ways to distribute quotes internally or to customers. The program can send emails, or create an email in your email client, or save the quote to PDF, for example.
- I wish they had a better spell checker, the one that is used is fairly cumbersome and has a rather limited dictionary. It would be great if you could spell check an entire document, rather than just one cell.
- I wish double-clicking worked the way it does in most applications, for example double clicking on a word highlights the word, not opens up a drop-down list which is what happens with Quotewerks. Most apps follow Microsoft's lead on this, Quotewerks has not done this yet.
- It would be great if there was a "quick save" option which would save a quote without going through three pop-up boxes. Once I have saved a quote the first time, I almost never need to change the settings in these boxes, yet I always have to wait for them to appear and click "OK".
- The editor for creating quote templates feels very dated. It has been the same for 3 years, and it felt dated 3 years ago. Managing pagination is done through a rather cumbersome work-around process, for example.
- It has increased our accuracy and reduced time-to-quote.
I used Netsuite a number if years ago and it was nowhere near as good. It was slow, cumbersome, and if your Internet connection burped for a moment you lost everything - no sessions persistence + no autosave was not a good combination. There was also no usable import tool. This was a long time ago and may have changed.