Wij helpen bedrijven al 18 jaar
betere software te kiezen

QuoteWerks
Wat is QuoteWerks?
QuoteWerks is een betaalbare kant-en-klare oplossing voor offertes en voorstellen met meer dan 86.000 gebruikers in 101 landen. Wat QuoteWerks onderscheidt, zijn de meer dan 55 integraties met CRM (zoals ACT!, Autotask, ConnectWise, Salesforce, MS CRM, Outlook en meer), accounting (QuickBooks en Sage 50), distributeurs (Ingram Micro, Tech Data, Synnex en meer), FedEx/UPS, leasing, omzetbelasting, Dell, Cisco, HP, CDW en meer.
Wie gebruikt QuoteWerks?
QuoteWerks wordt gebruikt door bedrijven van elke omvang die hun huidige offerteproces willen stroomlijnen om hun klanten gedetailleerde en professionele verkoopoffertes en voorstellen te bieden.
Twijfels over QuoteWerks?
Vergelijk met een populair alternatief

QuoteWerks
Reviews over QuoteWerks

QuoteWerks Works Magic When It Comes to Pricing and Quoting
Opmerkingen: Nothing can hinder me from using QuoteWerks because it has been giving us incredible experiences.
Pluspunten:
QuoteWerks facilitates effective quoting and pricing. I like QuoteWerks because I can easily understand all its features.
Minpunten:
It doesn't take any skills to understand all the features of QuoteWerks. I find them so effective.
Love this program!Very helpful!
Pluspunten:
I like the fact that it uses web hosted solutions to meet quoted and invoicing solutions for its providers.Additionally,it helps speed the process and standardize costs,sales and margins also managing quotes for new prospects and existing clients is just a breeze.
Minpunten:
No deslike it is a great program and self explanatory.
MANY better products on the market in 2024. Product was great 10+ yrs ago, but they've failed to innovate.
Opmerkingen: This product was great when we first started using it circa 2012. Today, there are MANY more products that integrate seamlessly with our PSA system, it visually appealling to customers, and easier to manage. I do not recommend this platform.
Pluspunten:
I do not really like anything about this product.
Minpunten:
The interface is outdated and the database management is cumbersome. It is not user-friendly, it is extremely difficult to train our sales reps and they hate the product. I do not recommend. The only reason why we have not migrated away from this platform is because we've been stuck with it for so long, and the migration away from it would cause us to lose valuable historical data. Additionally, we cannot afford the downtime it would take to migrate away from.
Reactie Aspire Technologies
vorige maand
Thank you for your feedback. We understand your concerns about QuoteWerks Desktop. We've developed QuoteWerks Web to address these issues. Simplified DB Management: We handle all database management. Seamless Integrations: Integrates with PSA systems. Modern Interface: User-friendly and easy to learn. We understand migration concerns. QuoteWerks Web seamlessly integrates with Desktop, allowing for a smooth transition and data preservation. You can even use both simultaneously. Explore QuoteWerks Web! We believe it will significantly enhance your sales processes. https://www.quotewerks.com/quotewerksweb.asp We'd be happy to schedule a personalized demonstration.
QuoteWerks: Robustious Tool for CPQ that I Have Ever Used
Pluspunten:
Creating proposals and sales quotes manually can lead to huge losses. I like that QuoteWerks automates the entire process of quoting procedures.
Minpunten:
QuoteWerks integrates with a wide range of external apps, but the integration process is quite complex mainly for beginners.
Reactie Aspire Technologies
4 maanden geleden
Jacob, Thank you for taking the time to review QuoteWerks! QuoteWerks integrates with over 115 services and solutions. Some do take a little bit to setup depending on how in-depth the integration is. The great thing is that we have lots of documentation, videos, and other training options available. If you have any questions, you can always give us a call or email support to start a ticket: https://www.quotewerks.com/contactus.asp
Quotewerks works like wow!
Opmerkingen: In my line of work am constantly looking to pitch and close deals, so i use it a lot in creating quotes and proposals. It werks perfectly for me in terms of business development.
Pluspunten:
For starters, it is easy to deploy, it integrates with many relevant platforms, comes with exceptional phone support. It has a built-in contact base that makes prospects access super easy. Most importantly, its specially built for creating quotes and proposals!
Minpunten:
Subscription is a bit costly, but hey, sometimes one uas got to pay for superior service. For me, the overall advantages it brings far outweigh cost implications.
Quotewerks has been Empowering Business Works!
Opmerkingen: Its made quoting and pitching for business a breeze thanks to its easy implementation and use. Its actually an empowering tool in the sense that it gives you the ammunition to hunt for business and development
Pluspunten:
Has lots going for it. Easy implementation, outstanding phone support, dynamic integration range. I like how it's able to project real-time pricing. Does well in creating quotes and proposals in a manner that's straightforward and easy to understand.
Minpunten:
I feel it should improve on quality of end user training. Subscription costs as well. But that's about it.
Why I Prefer QW for CPQ
Pluspunten:
QuoteWerks automates the entire process of quoting, pricing and configuring products and services which saves time and improve productivity.
Minpunten:
QuoteWerks suits all my needs without posing errors and I use it on a daily basis.
Quotewerks should be a requirement
Opmerkingen: Quotewerks has helped us to customize templates according to the needs that arise trouble freely.
Pluspunten:
I love that we are able to generate professional quotes and make our documents look consistent and clear plus it makes our accounting hassle Free as all the information generated is taken directly in our CRM.
Minpunten:
Their is nothing I dislike about this software I like how easy it is to use and navigate
Robustious CPQ Program of this Era: QuoteWerks
Opmerkingen: Creating proposals and sales quotes is automated by QW which saves time and improve productivity.
Pluspunten:
QuoteWerks streamlines quoting processes through workflow automation which reduce human errors and saves time leading to high ROI.
Minpunten:
I am a daily user of QuoteWerks for nearly two years and I have never landed into drawbacks.
Robust Tool to build Quotes with Very Simple Templates.
Opmerkingen: Overall our revenues and productivity has greatly improved since we implemented Quotewerks 8 months ago.Quotewerks is fun and a tool worth having any day.
Pluspunten:
I like that it offers different customizable templates along with a nice flexible user interface, We are able to create quotes and proposals w on the go which is just superb.
Minpunten:
I just wish the subscription was cheaper,apart from that everything else is okay.
QuoteWerks Review
Opmerkingen: It is way too easy to price and discount products with QuoteWerks.
Pluspunten:
I like that QuoteWerks makes sales pipeline simple by creating, delivering and tracking customer interactions in real-time.
Minpunten:
There’s no single aspect that let me down when using QuoteWerks.
Quotewerks is an outstanding and fantastic solution for proposals and quotes management.
Pluspunten:
Quotewerks is an outstanding and incredible tool for proposals and quotes management. It offers value for money and has a very helpful and reliable technical support team. It works pretty well and smoothly without any errors. Its UI is very smooth and intuitive.
Minpunten:
Quotewerks is amazing, robust and exceptional. It is reliable and inexpensive compared to other alternatives.
QuoteWerks makes quoting an incredible experience.
Opmerkingen: It has been credible and reliable by far.
Pluspunten:
What I loved most about QuoteWerks is how it is easy to use when quoting products. The customer support team was helpful and user-friendly during the initial stages of deployment. I also love the ability to create custom templates.
Minpunten:
Honestly, I have not encountered anything negative yet to address. My time with QuoteWerks has been amazing without issues.
Great product that elevates the quoting process
Opmerkingen: Used for about 5 years. Overall, solid product with some great features and functionality.
Pluspunten:
The ability to Integrate with other products. Ie. CRM and Accounting software.
Minpunten:
Updating price lists and codes are time consuming
Streamline online proposals management in a great way.
Opmerkingen: Has been great on quote sharing , product configuration and proposals.
Pluspunten:
Keeping track of proposals and invoices and ensuring they are accurate.With accurate configuration when it comes to CPQ management.Accurate reporting and analytics and with a variety of configuration options.
Minpunten:
Easy and pocket friendly. Has many templates and great team support.
Very efficient
Pluspunten:
The ease to use and manouverThe less costly software
Minpunten:
The free trial leaves alot to be desired by new users
Reactie Aspire Technologies
2 jaar geleden
Thank you for taking the time to leave a review of QuoteWerks. If you have suggestions about the free trial, please let us know. The demo of QuoteWerks is fully functional (only time limited) and if you have questions, you can actually pick up the phone and give us a call.

Quotewerks Helped Our Company Grow!
Opmerkingen: Our business model focuses on providing an outsourced procurement staff. I can honestly say we would not be as successful as we are without the use of Quotewerks. The efficiency of getting quotes assembled and distributed allows us to run a lean staff and maximizes our resources. The distributor integrations also reduced our RMAs significantly by allowing us to place the orders directly through Quotewerks instead of manual entry where mistakes can occur. Overall we couldn't be more pleased at how Quotewerks has helped our business grow.
Pluspunten:
The ease of use and various integrations are some of it's strongest features. We had no issues getting it plugged into our CRM and Accounting software packages. When we had questions, Quotewerks support was always there to help guide us.
Minpunten:
Any issues we have with Quotewerks is purely minor issues like adding other shipping companies to the list in the procurement tracking model. There are workarounds to still provide tracking for LTL and regional freight couriers, but it would be nice to be able to have the ability to track all of the couriers.
Quotewerks is the best option. I recommend it for quote management.
Opmerkingen: Quotewerks has the best customer support team on Earth. I like their services which are very helpful and reliable. Quotewerks is easy to figure out, very reliable and i recommend it for quote management.
Pluspunten:
Quotewerks is the best option for quote management. It is one of the kind application that provides all the best tools which are easy and simple to understand. There are many applications for quote management but Quotewerks is the best i have ever encountered. It integrates with available applications which makes it performance super dynamic. Everything about it is nice and it speeds up our sales processes thus saving time and increasing productivity.
Minpunten:
Quotewerks does exactly what it was designed to do perfectly, excellently and amazingly good. The only challenge is the cost which is not pocket friendly.
Reactie Aspire Technologies
2 jaar geleden
Linus, Thank you for taking the time to review QuoteWerks and helping out the QuoteWerks Community! When it comes to the price of QuoteWerks, we offer different options from concurrent users to purchasing the licenses and even subscription options - https://www.quotewerks.com/prices.asp. With QuoteWerks, you don't have to buy a license for every person that may occasionally use QuoteWerks. There are tremendous savings in this and is important to keep this in mind when looking at pricing.

A Loquacious, Flourishing and Bombdiggitty Quote and Electronic Payment Software
Opmerkingen: Price management and configurable features that is simplified to quote and have ability to serve customers quickly and efficiently
Pluspunten:
It's flexible and effective that it can integrate with third party softwares.Electronic payments are done which help in saving cost and time .Sending of quotes and estimates are done by this software.It enables faster and accurate calculations with very comprehensive data
Minpunten:
The software is less expensive and has a user friendly interface ,and has meet my expectations therefore I dislike nothing.
Works, but it's not the best
Opmerkingen: It works, with some customizations and workarounds, but it's far from being the best tool I've used.
Pluspunten:
You can quickly create quotes and send them to your customer. For our account reps, it's easy to use.
Minpunten:
Note, we use the Desktop version. The interface looks like something from the early 2000s. We had to purchase a plugin for quote approval, and it doesn't always work. There are some functionality issues, such as not being able to rename a user.
Software we didn't use for a while
Opmerkingen: Exceptional
Pluspunten:
We love the software, overall managing the quoting process, and integration into Connectwise. Getting electronic signatures from clients was exceptional.
Minpunten:
It takes a while to set it up, creating documents, connecting with vendors.
Reactie Aspire Technologies
2 jaar geleden
I'm glad that you are finding QuoteWerks helpful in your Quoting Process with ConnectWise. QuoteWerks is highly customizable with over 55 different integrations. Each integration has its own set of rules and processes. Based on feedback from Customers and Vendors, we update our documentation so anyone can setup and customize QuoteWerks to fit their needs. We also offer Professional Services to speed up the process depending on your resources. Thank you for taking the time to write the review and help the QuoteWerks Community!
Quotewerks for IT
Pluspunten:
We have used quotewerks in our IT business for years and it works well for our needs. It has real time pricing from many of our vendors.
Minpunten:
The integration to quickbooks desktop often did not work. We have qbo now and it syncs just fine.
Reactie Aspire Technologies
6 jaar geleden
Thank you for taking the time to provide a review of QuoteWerks. I am sorry that your experience with the QuickBooks Desktop integration was not up to our standards. At the same time, I am pleased that you have found the QuoteWerks integration to QuickBooks Online to meet your expectations. If you have questions about QuoteWerks or encounter issues, please feel free to contact QuoteWerks Technical Support via phone or email.

Very good time-saving tool
Opmerkingen: We have been using QuoteWerks for several years, but I still remember the days of creating quotes in Word, which was tedious and time consuming. QuoteWerks made creating quotations and tracking them quick and easy.
Pluspunten:
It is quick and easy to create professional looking quotations to send to our clients. It links with GoldMine to aid in tracking quotes and creating follow-up reminders.
Minpunten:
It is more directed to a manufacturing industry than a service industry. Also, the reporting is not very user friendly, although its been recommended we purchase Crystal Reports.
Good Software, a little clunky
Opmerkingen: We use it because all quotes flow into ConnectWise, including products and services. This means we don't have to type things over and can greatly reduce the number of transposition errors. It's also nice to have one spot for a common product database. We use it in a terminal server environment and it works well.
Pluspunten:
It's really a great quoting tool. It works well with ConnectWise, and its ability to export to Excel is great.
Minpunten:
The ad-ons, such as Etilize, are OK, but not great. It can be a bit buggy and. The Quote Valet fearute seems nice, but I think it's too expensive.
So useful and very helpful quotation management tool.
Opmerkingen: With Quotewerks it is extremely easy and quick to search for information and a lot of information can be stored for future reference. The best part of it is that it uses cloud storage.
Pluspunten:
Quotewerks is the easiest and simplest platform in quoting. I like how it helps save much time while solving tasks and the user interface is so much flexible with great customizable templates. I like how it provides live updates to prices from vendors. Quotewerks is so much helpful, useful and above all it helps us save a lot of time.
Minpunten:
The only disadvantage is the subscription cost which is a little bit higher.
Reactie Aspire Technologies
2 jaar geleden
Liam, Thank you for taking the time to review QuoteWerks! I noticed that you mentioned subscription costs. QuoteWerks is offered in both subscription and traditional software licensing. If you have questions about QuoteWerks pricing, please feel free to give us a call or send us an email! https://www.quotewerks.com/contactus.asp