QuoteWerks Reviews
Malikah A
Account Analyst
Machinery
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Invitation from G2
"Quotewerks review"
What do you like best?
Quotewerks has the ability to see when customers view your quote which is a great trigger for sales manager to follow up on their proposal. The ability for the software to integrate with CRM and outlook is also helpful since we receive customer inquiries via CRM. The software is easy to use and set up. Review collected by and hosted on G2.com.
What do you dislike?
The reporting function is not the best and to use remotely we must use a VPN to access it. The Quote Valet add-on is helpful for viewing existing quotes but not necessarily for creating new quotes. Review collected by and hosted on G2.com.
UC
User in Computer Networking
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Invitation from G2
Business partner of the vendor or vendor's competitor, not included in G2 scores.
"Quotewerks Review"
What do you like best?
I love how basic QW is and how easy it is to navigate through the program. Review collected by and hosted on G2.com.
What do you dislike?
I get kicked out of my Quotewerks program every day by an error message. I have to shut down the program and re open it to use again. Review collected by and hosted on G2.com.
UI
User in Insurance
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2
"Perfect for business "
What do you like best?
I love that I can handle my clients request for quotes and give them perfect business needs Review collected by and hosted on G2.com.
What do you dislike?
There is really nothing that I dislike about this product! It has helped my every day business prosper Review collected by and hosted on G2.com.
UI
User in Information Technology and Services
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Invitation from G2
"Quoting tool"
What do you like best?
The options to create features by user and be able to edit line items. Review collected by and hosted on G2.com.
What do you dislike?
No mobile app option available within this product Review collected by and hosted on G2.com.
CH
Consultant in Hospitality
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Invitation from G2
"Different kind of proposal solution"
What do you like best?
This one is a different kind of cookie. It's not the usual kind of CRM, which means I had to use a different mindset to get around this. (Hey, some things are a habit.) It might be hard for the average CSR user to let go of a few biases, but once we get around that...
This one works.
1. It's affordable.
2. It does offer a turn-key solution to help us evolve our sales, faster.
3. It's easy to set-up and use.
4. I could see why this would be awesome for first-time users or new business owners. Review collected by and hosted on G2.com.
What do you dislike?
There are, unfortunately, more than a few cons about this software. This is even after we change our mindsets about how to use it.
1. There are limited bells and whistles. (Other CRMs offer more and are more easily customizable.)
2. I had a harder time using its search features. I didn't get the information I wanted it the way I wanted it.
3. The Dashboard is, at best, barely meh.
4. These guys REALLY need to get some apps ready so it's more easily integrated. Review collected by and hosted on G2.com.
Caitlyn C
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Invitation from G2
"Great Proposal Software"
What do you like best?
The software was very easy to use and gave relatively accurate numbers for our quotes. Super easy to use and better quality than microsoft excel Review collected by and hosted on G2.com.
What do you dislike?
There is not much that I dislike. Wish you could connect more CRM applications and sales information Review collected by and hosted on G2.com.
UI
User in Insurance
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Invitation from G2
"Affordable software"
What do you like best?
I'm really satisfied with the customer support when it comes to getting any type of help Review collected by and hosted on G2.com.
What do you dislike?
I have Viet run into an issue with this company I'm very satisfied Review collected by and hosted on G2.com.
UT
User in Telecommunications
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Invitation from G2
"Exceptional"
What do you like best?
It’s a great program and offers a lot of tools that are easy to use. Helps speed the process and standardize costs, sales, and margins. Very easy to copy and paste. Review collected by and hosted on G2.com.
What do you dislike?
There really wasn’t anything wrong with this program. Review collected by and hosted on G2.com.
UI
User in Information Technology and Services
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Invitation from the vendor
"Intuitive "
What do you like best?
Quote works is easy to navigate without any training. The interface is laid out well and ease of movement between fields makes it intuitive. Review collected by and hosted on G2.com.
What do you dislike?
Improvements could be done by being able to copy and paste multiple lines from a spreadsheet over into quoteworkd instead of line by line. Review collected by and hosted on G2.com.
UM
User in Mechanical or Industrial Engineering
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Invitation from G2
"Great product!"
What do you like best?
We use QuoteWerks to manage quotes for new prospects and existing clients. QuoteWerks has a great search capability so I never lose sight of recently created quotes. QuoteWerks makes it very easy to generate more than one quote per account so the customer has documents they can use to compare options side by side. Review collected by and hosted on G2.com.
What do you dislike?
No dislikes! It's a great program self explanatory! Review collected by and hosted on G2.com.
BJ J
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Invitation from G2
"Love this program. Very Helpful! "
What do you like best?
With QuoteWerks I can create quotes and proposals. Many options available for my customers to choose from. It help us out allot! I know when my customers view their quotes. It integrates with my other programs as well. Review collected by and hosted on G2.com.
What do you dislike?
There is not much at all to dislike about this program. It makes everyday projects so much easier! Review collected by and hosted on G2.com.
AA
Agency in Accounting
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Invitation from G2
Business partner of the vendor or vendor's competitor, not included in G2 scores.
"Wonderful for work "
What do you like best?
I really like everything nothing to complain about. Very easy to use Review collected by and hosted on G2.com.
What do you dislike?
There is absolutely nothing I dislike about this Review collected by and hosted on G2.com.
UI
User in Information Technology and Services
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Invitation from the vendor
"Great Quoting and Purchase Order Generating and Submitting Product "
What do you like best?
everything is integrated with our other software Review collected by and hosted on G2.com.
What do you dislike?
there can be some glitches and time outs especially when submitting electronically orders Review collected by and hosted on G2.com.
AA
Administrator in Accounting
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Invitation from G2
Business partner of the vendor or vendor's competitor, not included in G2 scores.
"Easy to generate quotes"
What do you like best?
You can have many quotes and easier to find quotes from the past as well Review collected by and hosted on G2.com.
What do you dislike?
Its not user friendly, not too interactive as its not easy to search up Review collected by and hosted on G2.com.
Mary Thomas P
Marketing Communications Coordinator
Accounting
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Organic
"Professional leads in no time! "
What do you like best?
Our time also uses ConnectWise so using this program helps save time with data entry. Works well with ConnectWise and drastically speeds up our sales process. QuoteWerks makes it easy to customize our forms. Also, being able to do recurring item quotes has made a huge difference for us! Review collected by and hosted on G2.com.
What do you dislike?
We've encountered a few program crashing issues and sometimes takes frequent reloads to get it to cooperate. This is the only flaw I can think of, however. Review collected by and hosted on G2.com.
UC
User in Construction
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Invitation from G2
"Will help with quoting for customers"
What do you like best?
Great user interface with a vast verity of options. the use of this software aided in getting quotes to customers. produces professional looking quotes for clients. Review collected by and hosted on G2.com.
What do you dislike?
it was difficult to put in all of the inventory we have but once it is there its easy to edit. Review collected by and hosted on G2.com.
UN
User in Non-Profit Organization Management
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Invitation from G2
"I love this product"
What do you like best?
It's takes allllllll of the work out of handling customer quotes Review collected by and hosted on G2.com.
What do you dislike?
That it's missing add in features that an old software I used to use had Review collected by and hosted on G2.com.
UC
User in Computer Software
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2
"QW Use"
What do you like best?
it works fine for what we do. Formal quoting of ERP systems, consulting, and HW. Review collected by and hosted on G2.com.
What do you dislike?
Not incredibly flexible. In some ways that is good. We don't want too much ad-lib for quotes. Review collected by and hosted on G2.com.
Nikkii K
Front Line Account Manager
Computer Software
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Invitation from G2
"Solid tool that gets the job done. "
What do you like best?
This is a great tool that does what it’s supposed to do. It’s easy to make changes and adjustments, easier to write in specific discounts, and I like the ability to email my quotes out directly from the system. Review collected by and hosted on G2.com.
What do you dislike?
It could be easier to learn... took a long time to get comfortable in the system. Review collected by and hosted on G2.com.
AI
Administrator in Information Technology and Services
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2
"Great quoting tool"
What do you like best?
Easy installation, lisensing model is easy to you and they updated the program at least 3-4 time an year. Review collected by and hosted on G2.com.
What do you dislike?
It does not work with my accounting software, sage, however it does work with others. Review collected by and hosted on G2.com.
Gabrielle M
Third Level Administrator
Financial Services
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Invitation from G2
"An absolutely amazing product "
What do you like best?
It encompasses everything needed to thrive Review collected by and hosted on G2.com.
What do you dislike?
It is sometimes slow operating which also may just be a computer issue on my end. Review collected by and hosted on G2.com.
Keith B
Student Intern
Financial Services
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Invitation from G2
Business partner of the vendor or vendor's competitor, not included in G2 scores.
"not bad"
What do you like best?
the organization of the program and navigation Review collected by and hosted on G2.com.
What do you dislike?
it is not the fastest the program we could be using Review collected by and hosted on G2.com.
UI
User in Information Technology and Services
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Invitation from G2
"Great but old"
What do you like best?
I like Professional quote presentation the best. Preparing good looking quotes is easy Review collected by and hosted on G2.com.
What do you dislike?
The ui and slowness. Tasks like coordinating with Autotask are slow Review collected by and hosted on G2.com.
John K
Global SugarCRM Manager
Mechanical or Industrial Engineering
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Invitation from G2
"Review from an administrator, after 6 years"
What do you like best?
The fact that we have an international presence requires us to be able to provide quotations in multilingual formats. QuoteWerks allows us to fully customize the layouts. Review collected by and hosted on G2.com.
What do you dislike?
The integration to our CRM could have been stronger. While we can migrate to Opportunities in SugarCRM and create new records and even schedule follow up calls in CRM, the process circumvents our CRMs data requirements, rendering the final record incomplete. There are also certain reports that could be a little more "robust". Review collected by and hosted on G2.com.
Catherine F
Inside Sales
Business Supplies and Equipment
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Invitation from G2
"A solid program with a few quirks"
What do you like best?
Overall it is pretty easy to get used to working in QuoteWerks for the standard user. The admin isn't hard once you learn the nuance of how it works. I think the document form management could be easier but it isn't anything that makes it not worth dealing with. Review collected by and hosted on G2.com.
What do you dislike?
The general template scheme. The document themselves aren't hard but there is a bit of an oddness to it, the email templates seem to be hit or miss, even the spellcheck doesn't work well as spell check keeps trying to check the spelling the HTML not just the email Review collected by and hosted on G2.com.
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