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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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Stefanos Sakellariou

Other

Level1Contributor
  • CrowdReviews.com member since Mar 2016
  • Greece

Review Distribution (194)

  • Excellent (57)
  • Very Good (130)
  • Average (7)
  • Poor (0)
  • Terrible (0)
194Reviews
36Helpful votes
Message
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Stefanos Sakellariou

Other
  • Level 1 Contributor
  • Point 194 reviews
  • Thumb 36 helpful votes
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Great software with a lot of potential!

Reviewed on April 8, 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?

The actual proposals aren't simply just online, but they emerge looking really professional plus they stick out amongst everyone else's slow through mail bills or simply pdf files by e-mail invoices. It is a sure thing that customers only by getting this type of unique file format for just an invoice are impressed and you score points from day one. Dealing in such a professional manner from the start can surely win the client in the end.

What would you change about your experience with QuoteWerks?

They constantly make improvements and add new features to it, which makes it better for users to provide more for their client. However the problem that I face is that some are not very user friendly and for a number of them you have to wait for the following update that changes several things to allow it to be easier applied to every day work.

Overall Feedback

For those who have a small business along with 2 or 3 individuals using it I suggest the standard edition. As you most likely will not need to make use of the additional features that the software offers. On the other hand I would recommend purchasing a corporate edition, which costs more but at the same time it saves large amount of time just by using the available bundles.

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