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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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Santosh Kakade

Other

Level1Contributor
  • CrowdReviews.com member since Feb 2016
  • Mumbai Area, India

Review Distribution (128)

  • Excellent (124)
  • Very Good (4)
  • Average (0)
  • Poor (0)
  • Terrible (0)
128Reviews
32Helpful votes
Message
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Santosh Kakade

Other
  • Level 1 Contributor
  • Point 128 reviews
  • Thumb 32 helpful votes
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QuoteWerks: An unmatched performer!

Reviewed on March 3, 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?

A wide range of templates for submitting quotations is the most interesting part of the QuoteWerks. This feature proves incredibly useful when you have a wide range of products with unique purposes. The software is the easiest mode to get create new contacts, submit your quotations through QuoteValet and successfully bag the deal. Apart from that, its integration with ‘ConnectWise’ is also very helpful. It is needless to say that the software features a very user friendly dashboard!

What would you change about your experience with QuoteWerks?

To be honest, the QuoteWerks development team has left literally nothing to point out! However, I feel that it would have been easier if they could have provided with the multi-monitor support. Apart from that, the frequent updates in the software might irritate you as you have to pay every time you switch to the upgraded version.

Overall Feedback

The software is suitable for big organizations, although small organizations are less likely to look for it due to its high charges. However, its all-in-one capacity and versatility will make you think about this software first before switching to any other alternative. Its ability of streamlining the entire process of growing your business is incredible and it saves a lot of time in making new contacts and signing new deals.

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