Best in class for professional quotes, interface could be more "friendly looking".
February 07, 2022

Best in class for professional quotes, interface could be more "friendly looking".

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

Overall Satisfaction with QuoteWerks

I use QuoteWerks to send quotes to clients. It allows me to use previous quotes as a template and easily use them again for another quote, as they are always fairly similar. It lets me know when the quote has been read, and questions can be asked or issues raised. it basically saves a load of time and looks more professional.
  • It is the best quoting software.
  • It allows separate lines for labor (our biggest sales).
  • The user and client can easily go back and fourth.
  • The user interface of competitors is slightly more "Modern looking".
  • A live microsite would be nice for smaller clients.
  • I would like if it had more personalization to make quotes stand out, videos etc.
  • QuoteWerks was used even before my current role and led to bigger more professional sales.
  • More income from clients.
  • Clients are happier as they can review more easily.
Zomentum is slightly more "friendly" looking but, not as widely used by industries, therefore not as useful. QuoteWerks has more hard features and many that I don't use but would be useful to bigger or more hard users. QuoteWerks could do with a light version for simplified quotes, that still allows the use of their leading brand.

Do you think QuoteWerks delivers good value for the price?


Are you happy with QuoteWerks's feature set?


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?


QuoteWerks is perfect for sending in RFQs to larger OEMs etc. They get a clear picture of how much a job will cost and, most people in management are familiar with how to use it. Finance, management, and higher-ups can also then view quotes easily and sign them off. This means a quicker route to a sale.

QuoteWerks Feature Ratings

Quote sharing/sending
Product configuration
Configuration options
Pricing rules
Not Rated
Price adjustment
Purchase history and open contracts
Guided selling/Sales portal
Not Rated
CPQ reporting & analytics
Not Rated
CPQ-CRM integration
Attachments to quotes
Order capturing