Tackle More at Once!
February 11, 2022

Tackle More at Once!

Aaron Benson | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with QuoteWerks

Being in sales, I often need a way to turn the customer's needs, into financial information. Quotewerks has given me the ability to easily "spell out" all costs associated with the customer's purchase, ensuring a smooth transaction. This saves time for the customers and allows me to take more clients in a day.
  • Great tool for giving the customer a perfect breakdown of their purchase
  • Allows me to stay organized with my follow ups on potential sales
  • Makes any changes to the customer quote easy, allowing the customer to compare products vs cost
  • The learning curve was a little rough, but got easier as I understood.
  • Sometimes it will glitch when sending an email and say it bounced but the customer really did get it.
  • The UI isn't the most attractive but I supposed that could be more of a personal preference.
  • Being able to manage more than one customer at a time has directly affected my commission.
  • Switching from our old quote system to QuoteWerks, I'd say my sales have gone up about 17% ish.
  • We are a growing company with growing needs, and this product has allowed us to expand without having to change systems again.
QuoteWerks just seems to make more sense for this application than the others. They are great CRM's but they can be quite limited in functionality when it comes to actual quotes, breakdowns, and totals. They leave you pretty much doing it manually, and because of that, QuoteWerks has really stepped up my game and got me a lot smoother with what I need to get done.

Do you think QuoteWerks delivers good value for the price?

Not sure

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?


There are a lot of times that I can be taking on more than one client at a time, having to run back from one desk to the other with my laptop. QuoteWerks definitely makes it easy to flip back and forth between quotes and manage more than one deal at a time. This is huge for making my day when it is busy.

QuoteWerks Feature Ratings

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