Updated February 27, 2020
Score 10 out of 10
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