QuoteWerks Works
Updated February 27, 2020
QuoteWerks Works
Score 10 out of 10
Vetted Review
Verified User
Overall Satisfaction with QuoteWerks
QuoteWerks is used across our entire organization. We use it for any sale that occurs whether a new client acquisition or product add-on. The business problem this resolved was eliminating "napkin quotes" and standardizing our client offerings. It assisted in simplifying the sales-to-service process.
- Provides customized quotes. It was easy for us to create customized quotes, including necessary attachments for different types of sales. This streamlined our quoting process tremendously.
- Connection to ConnectWise is seamless. It is very easy to follow a quote, find and review a quote, both current and past without losing a great deal of time.
- Simplified quote creation process. Easy to customize, find, organize products to meet the needs of the sale without losing the standardization.
- The spell check feature is by the most annoying feature. It checks every little thing and usually you can't even tell what it is checking.
- IT has allowed more time for our team to sell and/or support that products being sold.
- Fewer re-writes and clarity to the customer have been provided using Quotewerks
- ConnectWise Sell (formerly Quosal)
At the time that we selected QuoteWerks there was not quoting software "married" to ConnectWise. We viewed both products and since the products were very similar we chose the product that more closely fit our budget. QuoteWerks fit the bill.