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Very integrated software, simple, streamlines the process of creating quotes and with a great technical support team
Updated March 18, 2023

Very integrated software, simple, streamlines the process of creating quotes and with a great technical support team

Bernadette Johnsen | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with QuoteWerks

We saw the need to acquire QuoteWerks because our quoting system was very manual. Now with this software, we streamline the entire process. The start-up was done very quickly because it had a customer service that accompanied us at all times, and until the entire installation was ready, they did not leave us, and that made us very happy because we knew that if at any time we needed their help, we called them and they helped us right away.
  • We put together quotes very easily and very quickly.
  • Integrates seamlessly with the sales and accounting team.
  • The great advantage of QuoteWerks is that it has a very low learning curve. The ease of use makes a novice look like a professional.
  • I don't like that it doesn't have a cloud version because if it did, it would make our work easier, we could better integrate it with other software, and we'd get better results.
  • QuoteWerks is a necessary software to create quotes and proposals. It will help you throughout the process. It is automated and does not require much prior knowledge. In addition, it is not expensive to acquire, which makes it a software very capable of achieving the objectives that are required.

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?

Yes

Did implementation of QuoteWerks go as expected?

Yes

Would you buy QuoteWerks again?

Yes

If, at first, you have problems of any kind, you should contact the technical support team. They will be the guarantors of the solution to your problem and will guide you so that it does not happen again.

QuoteWerks Feature Ratings

CPQ
9.5
Quote sharing/sending
10
Product configuration
9
Configuration options
9
Pricing rules
10
Price adjustment
9
Purchase history and open contracts
10
Guided selling/Sales portal
10
CPQ reporting & analytics
10
CPQ-CRM integration
10
Attachments to quotes
9
Order capturing
9

Using QuoteWerks

30 - We use it to streamline the entire quote process and improve sales activity, it integrates very well with our finance department, the calculations are very fast, we integrate it with the marketing and finance department, to improve the experience with our customers and expedite the entire process of quotes and payments.
  • We save time, since the entire process of quotes and payments is carried out quickly, we improve sales closings, it is a software that integrates with Sage Intacct.
  • It has a simple learning curve to overcome, the features are easy to understand, and it saves us money.
The good features of QuoteWerks make us have positive results in the generation of quotes, good for managing purchases, it speeds up manual quote processes, we are more productive and we do not plan to stop using it.