The most powerful CPQ on the market
Updated October 15, 2019

The most powerful CPQ on the market

Tim Berman | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with QuoteWerks

We are using QuoteWerks on the sales team for quoting equipment package deals. QuoteWerks is powerful in that it not only can quote all different combinations of items and build proposals, but it walks the sales rep through complicated configure/price/quote steps, maximizing profitability on deals and driving consistency. It seems to be tailored to IT businesses, but it works with all sorts of retail and service use cases.

Pros

  • Configure/price/quote.
  • Document management.
  • Online quote management.
  • Proposals.

Cons

  • App integration. It requires a 3rd party tool to integrate with Pipedrive CRM.
  • Web-based functionality is limited.
  • Retail financing options are limited and require complicated imports.
  • Consistent quoting.
  • Profit maximization through upsells.
  • Faster deal win times.
QuoteWerks is extremely robust. Its CPQ is what attracted me to it, especially since it can read MS Access and MS SQL Server databases. We connected it with Infinity so we could quote our inventory in real-time.
For products that are heavily configured, or involve packaging lots of SKUs, QuoteWerks is a strong fit. Businesses just selling a couple of products or services don’t need this tool.

QuoteWerks Feature Ratings

8.3
Quote sharing/sending
10
Product configuration
10
Configuration options
10
Pricing rules
10
Price adjustment
10
Purchase history and open contracts
9
Guided selling/Sales portal
7
CPQ reporting & analytics
7
CPQ-CRM integration
2
Attachments to quotes
8

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