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Home Reviews on QuoteWerks Turn-key quoting and proposal solution
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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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Dalibor Stojanovski-Mitevski

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Level1Contributor
  • CrowdReviews.com member since Mar 2016
  • Macedonia

Review Distribution (631)

  • Excellent (597)
  • Very Good (31)
  • Average (3)
  • Poor (0)
  • Terrible (0)
631Reviews
403Helpful votes
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Dalibor Stojanovski-Mitevski

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  • Level 1 Contributor
  • Point 631 reviews
  • Thumb 403 helpful votes
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Turn-key quoting and proposal solution

Reviewed on March 26, 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?

My supreme most loved component of QuoteWerks is QuoteValet, which empowers you to send your proposition to a potential customer as a site page. They can choose discretionary extra things, make inquiries and even affirm and sign. It has given the organization I work for an awesome edge against our rivals. Since utilizing QuoteWerks, we have won a few high dollar contracts. Our clients adore how proficient the proposition look and we cherish how everything appears to be so computerized. You can likewise incorporate it with other programming, for example, Sedona. The combination is really consistent and has eliminated the measure of time put into making new employments. The packaging highlight empowers us to make snappy proposition for some of our more famous security, camera and mechanization bundles.

What would you change about your experience with QuoteWerks?

-The backing is appalling, so far their email bolster dependably asks us to COMPLETELY open everything up to make things work (If I can't make sense of how to alter it myself). IE: -Totally handicap our firewall and any antivirus expansive to check whether it's the reason we were having monstrous slack with Quotewerks (Like 15 minutes to spare a solitary line slack, it worked out that we expected to relocate to a SQL DB over their FlatFile and everything worked fine) -Give each sales representative in the organization Global Admin Permissions for Autotask (Our CRM and Ticketing framework).

Overall Feedback

We have utilized this project as both a "quotes database just" and as an essential piece of our business reporting and arranging. In both cases you get the expert looking quote/proposition design. The more elements you utilize the more you will discover the product is prepared to do. Like all product it has restrictions, in any case, the constraints as far as I can tell have been minor. One alert, the more you wish to utilize the product for, the more train will be required by the clients.

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