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QuoteWerks

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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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Pj Belangel

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Level1Contributor
  • CrowdReviews.com member since Feb 2016
  • Region XIII - Caraga, Philippines

Review Distribution (180)

  • Excellent (180)
  • Very Good (0)
  • Average (0)
  • Poor (0)
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180Reviews
33Helpful votes
Message
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Pj Belangel

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  • Level 1 Contributor
  • Point 180 reviews
  • Thumb 33 helpful votes
Contact Reviewer

Leading Software

Reviewed on February 28, 2024

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?

For many years , QuoteWerks has always been changing to provide what the customers want and need . Their application is very user-friendly , flexible and easy to use which is rare and they're backed up with a very great customer support . Highly recommended and do call the support for help ! They are really great .

What would you change about your experience with QuoteWerks?

I would want to see it hosted fully as a cloud-based application . Could render with some files thus making the transfers incomplete and circumvents with a lot of data . It would also be nice to have multi-monitor support so it could be easier to pin to the taskbar . But i assume their supports are probably working on it right now and could be implemented on the next update .

Overall Feedback

I recommend syncing QuoteWerks to the CRM system that your company is using so other members can access invoices , quotes , and other files attached with the customer's information . Did it on our system and it's really great . Understand the applications that you would want to work with each other and they will be running smoothly .

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Best Proposal Management Software

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