Item: QuoteWerks
Rating: 10
Author: Verified User

Overall Satisfaction with QuoteWerks

Use Cases and Deployment Scope

QuoteWerks is a great tool that allows us to create quotes and purchase orders very easily. This software connects with many different programs, so we can import and export the data easily. The ability to create custom templates gives our final documents a crisp and professional look.

Pros and Cons

Pros

Creating professional looking documents, quotes and purchase orders.
Organizing data for current and future use.
Exporting and importing data to avoid manual entry. This avoids lengthy, unnecessary processes.

Cons

The QuickBooks Online/Quotewerks connection is not very easy to use. When you utilize projects, it does not seamlessly integrate. Also, it does not allow you to create a vendor purchase order using both Item details and category details, which would be more functional.

Return on Investment

Reducing wasted time creating documents saves time and money.
Having professional looking documents gives our company a good impression to potential new customers.
Analyzing the past data allows us to focus our efforts on profitable areas and not waste time/money on areas that don't benefit us as well.

Usability

Once you learn how to use the features that benefit you the most, it is an easy program to use. There are daily tips that help to increase your knowledge of what Quotewerks can do and how to utilize these features. This helps users learn and grow with the program.

Alternatives Considered

Microsoft Excel

We have used Excel to keep data organized, and it is easy to outgrow this program.

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

Other Software Used

QuickBooks Online, Microsoft Excel, Microsoft Access

Likelihood to Recommend

Quotewerks is always a good idea when you have a higher volume of quotes or sales. Being able to type in only the necessary information and have a professional-looking document is great. If you are only doing a few quotes or sales here and there, Quotewerks might not be the best option. It's perfect for streamlining the process to increase productivity.

QuoteWerks Feature Ratings

Comments

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QuoteWerks - an easy-to-use professional quoting sales software.