Works well until updates
Angela Heid profile photo
Updated October 15, 2019

Works well until updates

Score 7 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with QuoteWerks

It is being used by the sales team and by purchasing. We got it because we moved to ConnectWise and wanted a quoting solution that integrated with ConnectWise so we would have to enter the same information multiple times. We also use it to create proposals on projects as we are able to use templates to ensure wording is kept the same.
  • Create quotes.
  • Have multiple templates for quotes/proposals - this is good as you may want to include different information depending on product lines quoted, but at the same time make sure the same information is included everytime you quote the same thing.
  • Enforcing rules on who can edit quotes so you don't have to worry about people making changes to someone else's quotes.
  • For the last year everytime ConnectWise updates we have issues with the saving/link between ConnectWise and quotewerks.
  • Error messages while saving & tech support takes a while to fix.
  • It eliminated the need to re-enter the same information in multiple systems that we had before we had QuoteWerks and ConnectWise.
The price point and licensing model was better than Quosal. That was one of the main deciding factors because based on the demos/webinars many of the features were the same.
I would recommend it if they were using ConnectWise. It is cheaper than the other solutions we looked at. But I would warn them that everytime ConnectWise updates you have to expect problems and immediately update QuoteWerks if you haven't already.

QuoteWerks Feature Ratings

Quote sharing/sending
Product configuration
Configuration options
Pricing rules
Price adjustment
Purchase history and open contracts
Guided selling/Sales portal
CPQ-CRM integration
Attachments to quotes

Using QuoteWerks

6 - sales and marketing
We refer anything beyond installation to quotewerks help if our main users can't figure it out. We rarely need to contacts supportquotewerks
  • quotes for sales
  • proposals for projects
  • contracts for certain services
  • contract paperwork - to keep formating consistent
  • customer ordering
I don't see us changing as it is the best value for the money. I just wish the software didn't crash on me

Evaluating QuoteWerks and Competitors

Yes - we replaced an internally developed system. We wanted to replace it as it was too much work to keep updated
  • Price
  • Product Features
  • Product Usability
  • Existing Relationship with the Vendor
ability to work with connectwise.
Only had the sales team looking at it. Having people who don't use it, evaluate it wasn't a productive use of time.

QuoteWerks Reliability

not had any issues when adding staff
it crashes on me at least once a day and can run very slowly
it loads very slowly. sometimes the connection between it and connectwise is a problem and I don't know where the issue lies