Item: QuoteWerks
Rating: 8
Author: Kevin Fisherkeller

Use Cases and Deployment Scope

QuoteWerks was a great tool (as seen from a volunteer perspective), in selling to clients and effectively quoting proposals. The software was easy to use and it integrated well with the other systems that were operational.

Pros and Cons

Copy and Paste Information from one system to the next.
Selling and Cross Selling to clients.
Reliable quoting and proposals.

Contacting customer support.
Updating the system multiple times.

Return on Investment

Great for small businesses.
Increase adoption of existing tools.

Alternatives Considered

BlueSnap

While I was not a part of the decision-making in either of these tools, I believe QuoteWerks gave us the ability to work with a broader audience than BlueSnap.

Key Insights

Do you think QuoteWerks delivers good value for the price?

Yes

Are you happy with QuoteWerks's feature set?

Yes

Did QuoteWerks live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of QuoteWerks go as expected?

I wasn't involved with the implementation phase

Would you buy QuoteWerks again?

Yes

Likelihood to Recommend

In terms of generating quotes and proposals, QuoteWerks was easy to use and continually got better with each update. The ability to integrate with existing systems was also extremely useful because it allowed users to stay within their workflow. Occasionally, if you were working on a project that was more complex were multiple proposals needed drafting, things would become a bit more difficult.

QuoteWerks: Easy to Use and Effective

Overall Satisfaction with QuoteWerks