Works well until updates
Updated April 16, 2021
Works well until updates
Score 6 out of 10
Vetted Review
Verified User
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.
QuoteWerks Feature Ratings
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
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.