QuoteWerks saves time and money and takes the guess work out of quoting.
Anonymous | TrustRadius Reviewer
December 14, 2018

QuoteWerks saves time and money and takes the guess work out of quoting.

Score 10 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with QuoteWerks

We are a managed service provider and currently use QuoteWerks on a daily basis. QuoteWerks allows us to quickly and easily get custom quotes for products and services out to a myriad of clients without wasting precious work hours. QuoteWerks is able to pull real-time stock and pricing information from our connected vendors making it very easy to compare prices and availability.
  • QuoteWerks connects directly to our distributors so we are able to pull real-time stock availability and pricing. This saves a lot of time when ordering products.
  • QuoteWerks makes it very easy and convenient for us to add custom products and services that we offer to their database which saves us time when quoting the same services over and over again.
  • QuoteWerks make sending the actual quote to a client very simple. We simply connect in to our Outlook client automatically, send the quote, and the client is able to view, edit, or accept.
  • QuoteWerks does not use a SQL back-end database so sometimes it can run a little slowly.
  • QuoteWerks can be a little hard to navigate at first, but gets much easier over time.
  • QuoteWerks has allowed us to quickly and efficiently get quotes out to clients, freeing up countless hours that would've been wasted if we created our quotes another way.
  • QuoteWerks makes it very simple to see what kind of profit we will generate on a quote. This helps immensely when quoting projects.
If you have a business were you need to constantly get quotes for products and services to your clients, look no farther then QuoteWerks. QuoteWerks takes a process that could be very time consuming and scales it down to minutes.

QuoteWerks Feature Ratings

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