QuoteWerks Works
Anonymous | TrustRadius Reviewer
Updated February 27, 2020

QuoteWerks Works

Score 10 out of 10
Vetted Review
Verified User
Review Source

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
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.
QuoteWerks has been great in improving the accuracy and standardizing our sales process throughout the company.

QuoteWerks Feature Ratings

Quote sharing/sending
10
Product configuration
9
Configuration options
9
Pricing rules
8
Price adjustment
9
Purchase history and open contracts
10
Guided selling/Sales portal
Not Rated
CPQ reporting & analytics
Not Rated
CPQ-CRM integration
8
Attachments to quotes
9