QuoteWerks Review
April 11, 2019

QuoteWerks Review

Anonymous | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
Verified User

Overall Satisfaction with QuoteWerks

QuoteWerks is used by multiple departments, inside and outside sales, to compile quotes.
  • Showcases net profit.
  • Customizable database for our product types.
  • Quick and easy to create a deliverable PDF.
  • UI seems a decade behind.
  • Not always the best integrating with CRM software.
  • Not the easiest to drag and drop. Text formatting gets skewed.
  • Easy for other salesfolk to find my previous quotes to customers.
  • Bad UI. It can be time-consuming to edit (time=money).
  • Slow CRM integration. Systems don't always get updated.
Anyone in any sort of quoting business can utilize QuoteWerks. It can be difficult to navigate sometimes so not an easy interface for new hires and would require a decent amount of training.

QuoteWerks Feature Ratings

5.7
Quote sharing/sending
8
Product configuration
6
Configuration options
5
Pricing rules
7
Price adjustment
7
Purchase history and open contracts
5
Guided selling/Sales portal
5
CPQ reporting & analytics
5
CPQ-CRM integration
3
Attachments to quotes
6