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QuoteWerks

Unverified Vendor

COMMUNITY FEEDBACK SCORE

  • 4.50
  • 18 Reviews

RANKINGS & RATINGS

RANK
  • 55.9
    Proposal Management Software
    1 / 126
  • 10.9
    Quoting Software
    10 / 119
  • 10.9
    Sales Force Automation Softwar..
    175 / 730

ABOUT QuoteWerks

With over 86,000 Users in 101 countries, QuoteWerks is the Market Leading sales quoting and proposal solution. What really sets QuoteWerks apart is it's turn key implementation, affordable pricing, legendary phone support, and most importantly the 55+ integrations with CRM, Accounting, Distributors, FedEx/UPS, Leasing, Sales Tax, and more. QuoteWerks is used by companies in almost every industry and by companies of all sizes.

The Details:
QuoteWerks is specialized (CPQ) software used in every industry for creating sales quotes and proposals. Rather than using Microsoft® Word® or Excel® to create your quotes and proposals, you can benefit from a tool that is specialized for the task of creating quotes and proposals.

QuoteWerks has the ability to group items items using Bundles or Kits. The QuoteWerks Configurator simplifies building a quote by presenting the sales rep with a list of products to choose from step-by-step. The list of products displayed at each step will be based on the previous selection.

With our QuoteValet® Add-on, you know when your customer views your quote and your customer sign electronically - no more signing and faxing, and can collect credit card payment including deposits.

QuoteWerks has been empowering businesses for over 25 years - increasing their productivity and closing more sales by simplifying and speeding up their price quoting/proposal processes in the office and on the road.

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About the Reviewer

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Eunice Joy T.

Other

Level1Contributor
  • CrowdReviews.com member since Mar 2016
  • CAR - Cordillera Administrative Region, Philippines

Review Distribution (491)

  • Excellent (28)
  • Very Good (428)
  • Average (35)
  • Poor (0)
  • Terrible (0)
491Reviews
471Helpful votes
Message
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Eunice T.

Other
  • Level 1 Contributor
  • Point 491 reviews
  • Thumb 471 helpful votes
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Collaborative Features

Reviewed on May 6, 2022

Valid Validated Review   |  
Review Source Alert

This reviewer was offered an incentive for completing this review.

Down

What was the best part about using QuoteWerks?

Sending a quoted proposals to the clients have been easily submitted through this software. It will form as a webpage where clients can go over and evaluate the proposal. They can submit suggestions and questions with regards to the proposal and you can answer them back fast-pace where you can understand each other with regards to the quoted proposal.

What would you change about your experience with QuoteWerks?

The product often updates that are a bit expensive. Also, because of their upgrading that are often release, I am trying to catch up with that so that I could learn more about it and use it thoroughly on my proposals. Just that it is not budget-friendly to begin with. Still, they are functional as ever.

Overall Feedback

Just keep track on the workflow progress of your company, and whenever there are some issues or questions that you need answers, the tech support are prompt to give the solutions. However, you should also have the budget to pay for their upgrades which are really useful with the work.

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