QuoteWerks Reviews & Product Details

I can create quote templates that make quoting very simple. Review collected by and hosted on G2.com.

Adding our own products requires me to take pictures if i want them included on the quotes Review collected by and hosted on G2.com.

Quotewerks has an immense number of features. We broad utilize the configurator and packs that help our staff lessen botches. We have Quotewerks connected to our main page and that lessens the measure of twofold keying and gives a review trail between the two frameworks. Quotewerks has a low value point making it perfect for organizations to begin utilizing a CPQ apparatus. Quotewerks backing is awesome on the grounds that you get the opportunity to converse with an individual about your issues with the product. One administration we utilized that was useful was a 1 hour audit of how we have our product setup and proposals for best practices.

Coordination with our CRM (ACT) and our bookkeeping S/W (Sage) was a noteworthy selling point. Convenience was likewise essential to our buy choice. QW was likewise prescribed to us by our ACT advisor who knew about our business. Review collected by and hosted on G2.com.

The main disadvantage is that Quotewerks must run locally. However tere is a web version being developed, yet it is still really green. In the event that you have to utilize it remotely you will require either Terminal Services or VPN to get to it. Other disadvantage is that the Quote Valet add-on gives it some web network highlights which are useful for review existing statements and reacting to clients, however not really for structure new statements. When they get the web adaptation completed, that should help with this a great deal. The software can likewise be a tad kludgy to learn at first. It's been around for quite a while so a portion of the interface is somewhat obsolete. Review collected by and hosted on G2.com.

This software integrates nicely with Connectwise. I like being able to create the opportunity in Connectwise through Quotewerks. This saves me some time. I also like the etlize product catalog, which is fairly accurate and pulls many of our part descriptions. Review collected by and hosted on G2.com.

I wish there was a cloud based version as we are on the cloud based Connectwise. It would make it easier for our sales team to work remote without having to use extra software pieces. Review collected by and hosted on G2.com.

I like the ease of assembling quotes and placing the orders when they come in. Review collected by and hosted on G2.com.

I would like more automation in importing prices. Review collected by and hosted on G2.com.

I like how this makes working our accounting team and sales staff hassle free and all the info generated is taken directly into our CRM and Quickbooks for our accounting division. We're able to generate a professional quote and make our documents look consistent and clear. Review collected by and hosted on G2.com.

There is little to no problems with Quotewerks on the Sales side, but it required a liscence for quickbooks to get the best of the CPQ. Review collected by and hosted on G2.com.

This software has some basic functionalities and is pretty easy to learn. If you want to put together a basic proposal for a customer to see a price estimate, than this is the right software. It is easy to get the hang of and even young people at the company seemed to be able to use this proficiently in a matter of a week or two. Customer support is pretty available for this. Review collected by and hosted on G2.com.

There is some limited functionality on quoting abilities. While our product did not have many complexities, others may have more complex quoting needs and therefore you would want to invest in a different software. Customer support, while available, is not excellent and could definitely be better. Review collected by and hosted on G2.com.

It's pretty quick, and customizeable, I can easily type in customer PO's in the ship to lines if needed (so when they receive product the customer knows what PO the product is for. This is well over some home brew systems that force you to create a whole new ship, staying in a database forever. Imagine a customer with 200 orders and having 200 ship to's forever in a database. IT resellers will understand this issue esp when it converts to packing slips through distribution. Review collected by and hosted on G2.com.

I don't dislike it, because I learned something, using API to connect Google Contacts to Quotewerks wasn't hard after I learned how to process it. The license part was a bit tricky at first, a serial # then an upgrade # but support was quick and able to get it up and running. Review collected by and hosted on G2.com.

The relationship with the distributors and important helps in your business and makes this application easy to use while there are tips for beginners. Review collected by and hosted on G2.com.

Updates do not come out often and in fact it was possible to correct some jumble in the settings menu and more streamline these moments Review collected by and hosted on G2.com.

Quotewerks creates professional looking quotes for potential customers. Review collected by and hosted on G2.com.

Would like more design options to make it my own. Review collected by and hosted on G2.com.

It has multiple templates for quotes/proposals - this is good as you may want to include different information depending on product lines quoted, but at the same time make sure the same information is included everytime you quote the same thing. Review collected by and hosted on G2.com.

I wish I could select my favorite line items to appear at the top of a list and make it fast to select those frequently used items. Review collected by and hosted on G2.com.

One of the most unique things I enjoy about quoteworks is tge availability the software allows its users and any user that is. If you are at home working it is an easy to use non expensive software program to use. Review collected by and hosted on G2.com.

Overall there are a lot of factors that I like qbout the software like the amount of tools they offer it did take me longer to fet used to using the layout of this software program to navigate the tools being used. Review collected by and hosted on G2.com.

I enjoy the ease of the being able

To write up quotations with Quick Werks Review collected by and hosted on G2.com.

I don’t like how it isn’t as user friendly as Sales Force. Pages are more difficult to navigate. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

As with any new system the time it takes to set up the back end of the software so that it performs as you intend it to do. There are some permissions for our users that we will have to play by ear and make adjustments to the longer and more we use the software. Review collected by and hosted on G2.com.

QuoteWerks has one of the simplest user friendly interfaces of the sales products out there, at least to my knowledge based on products I have experience with. It’s easy to figure out, reliable, and sleek. Review collected by and hosted on G2.com.

The only problem I have encountered thus far with QuoteWerks is that it’s software does sometimes run a bit slow for my pace. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Fantastic tool for building and managing your sales opportunities and quotes. Review collected by and hosted on G2.com.

From out experience it can be difficult to insert drawings/images and other multimedia into the quotes. We have had some stability issues in the past but the current release seems to have solved that Review collected by and hosted on G2.com.

I Like The Fact It Uses web hosted solutions to meet quoted and involving solution for it providers Review collected by and hosted on G2.com.

solution and ability to integrate with other products in and also scalability of the web page is not so good Review collected by and hosted on G2.com.

It’s just super helpful for everyday stuff Review collected by and hosted on G2.com.

Doesn’t have all the dimensions fully formed Review collected by and hosted on G2.com.

I love the ability of QuoteWerks to filter out and target exactly who might be in the market of insurance. It finds potential customers in the area and provides a large database that is easily accessible. Review collected by and hosted on G2.com.

The only thing I don't like is that because it is new, it sometimes freezes our computer system. We have been in contact with customer service and they have been immensely patient and helpful. Review collected by and hosted on G2.com.

I like the ease of use and how the product ties into our other softwares and helps to manage our configurations for renewals. We use connectwise so it integrates well with it. It also pull all information from the vendors that we have linked through it. The product makes delivery quotes, proposals, scopes of work, renewals, and other sales packets easy. Review collected by and hosted on G2.com.

I diislike how slow the application is. We have upgraded many times, but no matter what the speed of the application lags. the appearance of the application is outdated and can use a facelift (new image). Review collected by and hosted on G2.com.

Multiple sign on authentication to log in Review collected by and hosted on G2.com.

Many. Templates can’t be saved. Old quotes with pre populated data is cumbersome Review collected by and hosted on G2.com.

Quotewerks is great because it's a functional tool that integrates with our CRM, allows us to collect payments at the time of sale (QuoteValet), and the price is reasonable. Review collected by and hosted on G2.com.

Extremely old design. Requires server version to get use out of it. Hard to grasp if you're a new user. Review collected by and hosted on G2.com.

The integrations between our vendors and accounting package make the process of generating a professional quote through placing an order extremely easy. In the past what would take our company days to do can all be done within minutes - no exaggerating! The output is consistent and professional. The details are accurate. Overall it is a wonderful time saver. if you are in the business of IT sales this should be a requirement for your toolkit. Review collected by and hosted on G2.com.

There isn't much to not like about QuoteWerks. In my scenario it requires my accounting package (QuickBooks) to be open for its integration to work correctly. This means that each QuoteWerks user needs a QuickBooks license also. I understand why it has to be done so I am not complaining all that much. I am just noting that if there was a different way to do it I could save on some QuickBooks licensing. Review collected by and hosted on G2.com.

Lets me create quotes and proposals in minutes! Review collected by and hosted on G2.com.

The website is a but hard to follow if you are not a heavy computer user. Sinplify it. Organize it. Review collected by and hosted on G2.com.

I truly enjoy using this software. I’m able to get details to clients quickly and accurately. Review collected by and hosted on G2.com.

There is actually nothing that I dislike about this software! Review collected by and hosted on G2.com.