Thanks to QuoteWerks, what used to take me hours now takes just a few clicks. Creating a quote is a matter of minutes. With the templates, I can have a professional, aesthetically pleasing design, and they're also customizable to my needs and those of my clients. I appreciate that it connects with many CRM systems like Salesforce, QuickBooks, and Sage. This eliminates manual data entry and unifies data. I can also see when a client views a quote, which is a great advantage for follow-up. Beyond creating quotes, I can also automate tasks like notifications, approvals, and follow-up, which helps reduce human error and speed up processes. Review collected by and hosted on G2.com.
Although support is generally good, there are days when it gets congested, and they don't always respond as quickly as I'd like, especially for complex issues. Review collected by and hosted on G2.com.






