QuoteWerks is a robust tool that improves the customer experience.
February 06, 2022

QuoteWerks is a robust tool that improves the customer experience.

Riley Theressa Mayer | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with QuoteWerks

QuoteWerks is a robust tool that demonstrates with tangible results what can be in charge of sales management in conjunction with our CRM, we have noticed that we can create a robust system that can improve work management and without a doubt also improves the customer experience. The sales department is satisfied with the results obtained to date, these results range from simple electronic signatures that speed up the direct relationship with the client and to a complex system such as integration with our CRM. It has the feature of sending notifications of the quotes that we have sent to our clients, this helps to know in detail if the client has read our quote and thus we can send offers according to the characteristics of each client.
  • Electronic signatures with customer details speed up processes.
  • Robust integration with our CRMs.
  • Personalization can improve.
  • Reports need to be more detailed.
  • The electronic signature has improved the workflow and therefore has generated a positive ROI.
  • The reduction of errors is also another decisive aspect to improve ROI.

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

The sales department is satisfied with QuoteWerks and this generates satisfaction throughout the company. The main recommendation is to use the free trial first in order to know what the goals of each company are according to their size and futuristic vision. QuoteWerks opening easy and robust integration with our CRMs, this also improves workflow. It works as an electronic signature that has improved working time and in general the relationship with our clients because we no longer have to ask the client to print the document and then sign it.

QuoteWerks Feature Ratings

9.8
Quote sharing/sending
10
Product configuration
10
Configuration options
9
Pricing rules
10
Price adjustment
10
Purchase history and open contracts
9
Guided selling/Sales portal
10
CPQ reporting & analytics
10
CPQ-CRM integration
10
Attachments to quotes
10
Order capturing
10