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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.
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QuoteWerks
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Reviews over QuoteWerks
Fantastic tool for building and managing your sales opportunities and quotes.
Opmerkingen:
The quote visibility and access to online sync resources is super helpful in our quoting process.
Our sales team couldn't operate without Quotewerks any longer. It has become integral to our processes.
Pluspunten:
Quotewerks has the ability to see if and when your customer sees your quote. When we were looking into the product, we had received a quote from our Quotewerks sales rep and it had been ignored and was expired. We opened the quote a few weeks later to take a quick look at it and 15 minutes later we got a phone call from our sales rep. "I see you opened this expired quote. I wanted to answer any questions for you and get an updated quote if you are still interested." That sealed the deal for us. Then we found out all of the other amazing things it could do and have loved it every day. It has easily paid for itself many times over.
Minpunten:
Quotewerks must run locally. There is a web version in development, but it is still pretty green. If you need to use it remotely you will need either Terminal Services or VPN to access it. The Quote Valet add-on gives it some web connectivity features which are helpful for viewing existing quotes and responding to customers, but not necessarily for building new quotes. Once they get the web version finished, that should help with this a lot. The product can also be a little bit kludgy to learn at first. It's been around for a long time so some of the interface is a bit antiquated.
QuoteWerks: Sales Quoting Program
Opmerkingen: It has improved the entire process of sales pipeline by making it easy and rapid to create and track customer interactions.
Pluspunten:
I give double thumbs up to the fact that QuoteWerks automates the entire process of Quote-to-Cash and sales CPQ.
Minpunten:
It demands a lot of integration mainly with accounting and CRM programs, which is a bit time consuming and tedious.
Reactie Aspire Technologies
vorige maand
Thank you for taking the time to provide the review!
Quotewerks does exactly what the name describes... makes quotes.
Opmerkingen: It makes quotes and sends quotes to customers. Offers the ability to make revisions to quotes and keep the originals.
Pluspunten:
Easy to set up and easy to use. Minimal "bells and whistles" keeps you on task and making quotes. Great for the first step of the sales process only and sending out for invoicing to another product.
Minpunten:
Great software for the first step of the sales process only however... 1) Not all info is searchable. 2) Does not integrate with many programs and not all fields integrate. 3) "Tickle" or reminder functions minimal and only in quote valet. 4) reports are clunky and minimal without paying to customize. 5) No workflow automation. 6) Minimal notifications as to quote progresses or when approved to client or inter-company personnel. 7) Interface looks the same as it did in 2012 when we started. 8) Not enough logging of estimates as they change or are updated. 7) No scheduling functions. 9) No "app" for smart phones. 8) Minimal Export functions. 9) Dashboard notification options are very limited to just two integration programs and not for overall quoted work. 10) No Service Operations Automation or Order management. 11) Does not allow for Teams or intercompany groups to be part of an estimate. 12) No intercompany communication short of a new added dynamic notes field which seems to be built with 1995 technology. 13) No auto follow up emails for estimates unless in Quote valet and they are somewhat generic. 14) Does not export "ship to" field to MOST integrated software packages. 15) No ability to auto CC office staff when creating an email template.
Reactie Aspire Technologies
vorig jaar
Norm, I am sorry that you are not finding QuoteWerks to fit all of your needs. 1. What fields are you trying to search on? We have dynamic search fields on the File|Open window and also in reporting. 2. QuoteWerks integrates with over 55 solutions. What are you having difficulty integrating with? 3. QuoteValet can be used for automatic reminders, but the integration with your CRM/PSA enables additional reminders at the activity and opportunity level. 4. We have made quite a few changes to the reporting functionality in QuoteWerks. They are quite powerful. If you would prefer, you can link QuoteWerks with outside tools like Power BI as well. I am running out of space to reply to all of your concerns, but please feel free to reach out to our team. We would be happy to help!
Discount & Price Management for Graphic Design Services
Opmerkingen: Margin management for products and services.Pricing and cost calculations.
Pluspunten:
QuoteWerks makes it easy to price, quote and configure services in our agency.
Minpunten:
QuoteWerks has nothing to do with flaws since it meets my needs.
QuoteWerks is Highly-Effective Workflow Management Product.
Opmerkingen: Clear and friendly interface to navigate and the contracts data and files management through various projects the QuoteWerks tools has the effective capability.
Pluspunten:
Easy REP management product which enables easy different Construction projects Contacts management and the options for easy data analytics production using QuoteWerks functionalities is quite productive.
Minpunten:
No issues and errors for me to explain because QuoteWerks tools and the productions are effective and easy adaptation.
