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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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Irnes Šišić

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Level1Contributor
  • CrowdReviews.com member since Mar 2016
  • Bosnia and Herzegovina

Review Distribution (412)

  • Excellent (116)
  • Very Good (295)
  • Average (1)
  • Poor (0)
  • Terrible (0)
412Reviews
96Helpful votes
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Irnes Šišić

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  • Level 1 Contributor
  • Point 412 reviews
  • Thumb 96 helpful votes
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QUOTEWERKS

Reviewed on March 5, 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?

The proposals are simply and interactive, and they come out looking very professional. QuoteWerks' ability to get proposals quickly to clients and for them to give feedback quickly is a huge time saver. QuoteValet is our favourite tool, it enables you to send your proposal to a potential client in the form of a web page. QuoteWerks has a great team. Anytime we have presented them with requests for features that would make the product better and our workflow smoother, they were extremely efficient.

What would you change about your experience with QuoteWerks?

I really don't like often updates on software which are not free. The updates happen too often and are costly, about 20% of the licence fee. If you decide not to update, your future licence fee will be increased. Using QuoteWerks from the beginning is a not an intuitive process and again, is a huge learning curve to be able to use and alter layouts.

Overall Feedback

QuoteWerks is a quoting and proposal solution used by companies in almost every industry and of all sizes. Our experience has shown that the product is excellent and the team responds to all enhancement and support requests. Using QuoteWerks we are now able to send quoted proposals to our clients in the form of a webpage so that the client can choose what options they want to add on, submit questions and then approve and sign online. It saves us tons of time and everything seems so automated! In our opinion, QuoteWerks is simply great for businesses that sell almost anything that involves several or more parts or options, and who want to make a professional presentation of the full proposed quote.

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