Create professional quotes in minutes
March 13, 2019

Create professional quotes in minutes

Anonymous | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Overall Satisfaction with QuoteWerks

QuoteWerks is being used within a single department to send quotes to customers and manage the quote status (quoted, approved, rejected, etc). Quotes are sent and approvals are received back via email. We also generate invoices, but those are not sent to the customer. They are only generated as a means to have a queue of what charges need to be entered into our billing system. Some limited reporting functionality is also used.
  • Integration via the QuoteWerks Web Connector. This allows us to script hyperlinks in our project management system that can be used to generate quotes in QuoteWerks.
  • Managing a quote queue: We had originally started designing an Access database for this purpose, but decided to purchase QuoteWerks since it already had the functionality we were going to build.
  • Custom Product Database: since we ar a data services department, there isn't an available database that will have our products pre-built.
  • Would like to have the ability to have a cost range on a quote. We are a service-based department and charge hourly. We are unable to provide an exact quote; just an estimate. QuotWerks does not have a great solution for this.
  • Installation is a little cumbersome. A complete web-based SAAS version would be nice.
  • We could never get the LDAP integration to work, so we have to maintain our customer database manually.
  • Positive: organized, consistent quotes
  • Positive: reduced time to generate/modify quotes
  • Negative: has sometimes given our customers the false impression that we are providing an exact quote, not a cost estimate. We have been trying several different ways of expressing this on the quote.
Our primary alternative was to create our own quoting database using Microsoft Access. QuoteWerks is basically an better version of what we could have built.
QuoteWerks is well suited for product-based quoting and invoicing. It is less well suited for service based organizations. We have had to come up with some creative work-arounds to make it fit our needs.

QuoteWerks Feature Ratings

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