--- title: QuoteWerks Reviews meta_title: 'QuoteWerks Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 206 reviews by the users' company size, role or industry to find out how QuoteWerks works for a business like yours. aggregate_rating: rating_value: 4.4 review_count: 206 scale: '5' date_modified: '2026-08-13' parent_category: name: Quote Management url: https://www.g2.com/categories/quote-management --- # QuoteWerks Reviews **Vendor:** Aspire Technologies **Category:** [CPQ Software](https://www.g2.com/categories/cpq) **Average Rating:** 4.4/5.0 **Total Reviews:** 206 ## About QuoteWerks Integration | Price | Support | Features QuoteWerks is a market-leading Configure, Price, Quote (CPQ) solution that helps businesses streamline their sales quoting and proposal process. Trusted by over 35,000 users in 100+ countries, QuoteWerks integrates with over 115 CRMs, PSAs, and accounting systems — including HubSpot, Salesforce, ConnectWise, Autotask, and QuickBooks — eliminating double entry and ensuring data accuracy across your tech stack. With QuoteWerks, sales teams can quickly create professional quotes and proposals, automate approvals and purchasing, and track customer engagement through QuoteValet. Customers choose QuoteWerks for its reliability, affordability, and legendary support — delivering enterprise-grade CPQ capabilities without enterprise-level complexity or cost. ## QuoteWerks Pros & Cons **What users like:** - Users appreciate the **ease of use** of QuoteWerks, which significantly enhances efficiency and streamlines processes across the board. (15 reviews) - Users value the **efficiency** of QuoteWerks for seamless quoting, project management, and contract processes. (10 reviews) - Users love the **professional-quality templates** of QuoteWerks, enhancing branding and improving client presentations effectively. (9 reviews) - Users commend QuoteWerks for its **efficiency improvement** , effortlessly streamlining quotes to contract management throughout the entire process. (8 reviews) - Users value the **easy and comprehensive integration** of QuoteWerks, enhancing workflow and streamlining the entire sales process. (8 reviews) - Users value the **time-saving efficiency** of QuoteWerks, streamlining quoting and invoicing processes for smoother operations. (8 reviews) - Process Efficiency (7 reviews) - Users find the **quoting process** of QuoteWerks easy and efficient for creating sales quotations and proposals. (7 reviews) - Capabilities (5 reviews) - CRM Integration (5 reviews) **What users dislike:** - Users find the **interface design outdated** , affecting navigation and overall user experience compared to modern applications. (4 reviews) - Users find the **complex setup** time-consuming, especially with numerous products and integration, affecting overall efficiency. (3 reviews) - Users find the **interface dated** , hindering navigation and setup, and desire a more modern design for better usability. (2 reviews) - Users feel that QuoteWerks is **somewhat expensive** and the deployment process takes longer than anticipated. (2 reviews) - Users often face **billing issues** , finding the pricing less competitive and deployment longer than anticipated. (1 reviews) - Users find the **complex automation** features lacking, leading to inefficient processes and a less intuitive experience. (1 reviews) - Complexity (1 reviews) - Contact Management (1 reviews) - Difficult Learning (1 reviews) - Implementation Difficulties (1 reviews) ## QuoteWerks Reviews ### 1. Love it **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** July 20, 2016 **What do you like best about QuoteWerks?** I love the easiness of the program and flexibility **What do you dislike about QuoteWerks?** I really don't dislike anything at all. **What problems is QuoteWerks solving and how is that benefiting you?** I realize the ways it migrates with other programs ### 2. Enthusiastic user and add-on developer **Rating:** 5.0/5.0 stars **Reviewed by:** Rob M. | Owner, Computer Software, Small-Business (50 or fewer emp.) **Reviewed Date:** May 15, 2015 **What do you like best about QuoteWerks?** For businesses that sell almost anything that involves several or more parts or options, and who want to make a professional presentation of the full proposed quote, QuoteWerks is great. Because it is database driven, and not just a document handler, QuoteWerks makes it easy not just to get quotes out to prospects over the web, but also to manage those quotes over time, receive customer acceptance from a selection of options, and do reporting and analytics on the results. It works great stand-alone, or fits very nicely for workflows that go from a CRM system through QuoteWerks to an accounting system. **What do you dislike about QuoteWerks?** Hard to say anything I dislike, unless it's that the reporting is not as robust you might hope -- but that's remedied with MasterMine for QuoteWerks. **Recommendations to others considering QuoteWerks:** A few times I've seen people try to use QuoteWerks as a replacement for their CRM system. That won't work -- use one of the CRM systems that QuoteWerks links to. We use GoldMine. **What problems is QuoteWerks solving and how is that benefiting you?** We use GoldMine CRM and find that adding QuoteWerks made it possible to handle more complex quotes than a simple, single-product. We produce better looking Quotes, make better reports (across both the CRM and QuoteWerks) and are also able to better track all of the parts of a quote while keeping the "line-item" level information outside the CRM. ### 3. Best Integration Bidding software **Rating:** 5.0/5.0 stars **Reviewed by:** Russel P. | Operations Manager, Broadcast Media, Small-Business (50 or fewer emp.) **Reviewed Date:** June 02, 2015 **What do you like best about QuoteWerks?** There really are too many to list here. I can simply say that the developers at Quote Works have thought of nearly everything you could ask for from a quoting software system. The live feeds and data integration is truly a game changer for my company. If you have employees spending time on looking through price books and searching the internet for pricing, you need this software. **What do you dislike about QuoteWerks?** It is a bit cumbersome to maintain in a Windows server environment, but I have been told that they are developing a cloud based platform that will eliminate the need to push upgrades across multiple networks. I am the sole administrator of our system so jumping onto every machine remotely can be a pain. **Recommendations to others considering QuoteWerks:** Get the demo and see what it can do. **What problems is QuoteWerks solving and how is that benefiting you?** The system integrates into our accounting and purchasing process. It completely eliminated duplicate data entry from our process. ### 4. Not a bad product, Just not good support **Rating:** 3.5/5.0 stars **Reviewed by:** Tyson R. | Senior Systems Administrator, Small-Business (50 or fewer emp.) **Reviewed Date:** May 28, 2015 **What do you like best about QuoteWerks?** Etilize makes it IMMENSELY easier to quote things. While it's a little wonky sometimes with Description, what it does give saves us huge amounts of time tracking pricing. Quotevalet is a freaking blessing. I don't need to track a Client PO down manually, I just now have quote acceptance emails go to an Ordering Folder so I know ASAP if I need to get an order in. I especially like that you can set a threshhold for quotes that will actually TEXT you on acceptance as well! While we haven't set up Quickbooks automation the Template Creator is incredibly useful for helping us speed invoicing. **What do you dislike about QuoteWerks?** The support is terrible, so far their email support always asks us to COMPLETELY open everything up to make things work (If I can't figure out how to fix it myself). IE: Completely disable our firewall and any antivirus company wide to see if it's the reason we were having massive lag with Quotewerks (Like 15 minutes to save a single line lag, it turned out that we needed to migrate to a SQL DB over their FlatFile and everything worked fine) Give every salesperson in the company Global Admin Permissions for Autotask (Our CRM and Ticketing system). Stuff like that isn't just annoying. It's not testable so we end up having to figure out a solution ourselves. **What problems is QuoteWerks solving and how is that benefiting you?** We're an IT Company. That means what we sell changes either in price or technology constantly. Quotewerk's Etilize system and ease of use help us quickly and efficiently get our clients what they want. ### 5. QuoteWerks is not only a great product, they are a great team to work with! **Rating:** 5.0/5.0 stars **Reviewed by:** Shawn W. | CEO, Information Technology and Services, Small-Business (50 or fewer emp.) **Reviewed Date:** April 28, 2015 **What do you like best about QuoteWerks?** QuoteWerks automates many of the tasks we use to do manually when it comes to Quoting product and services. But better then that, it has integrated seamlessly into our quoting and purchasing processes. On top of the fact it is a great product, QuoteWerks has a great team. Any time I have presented them with requests for features that would make the product better, and make our workflow smoother, they have been on top of it. I can say without hesitation that QuoteWerks is the single most responsive and client focused vendor we have worked with in over 20 years of doing business. I am without a doubt, a raving fan! **What do you dislike about QuoteWerks?** Absolutely nothing. The product is excellent and the team responds to all enhancement and support requests. I have never had to wait on hold, and I always talk to a local team member. Don't know what more I could ask for. **What problems is QuoteWerks solving and how is that benefiting you?** Real time pricing, internet based quote acceptance, and then online ordering from our distributors. This has made the quote to order processes seamless and painless. We have been able to create templates that automatically generate our client contract agreements at the time a quote for services is accepted. We are able to offer multiple payment options to the client on the quote, with the integration of leasing payment quotes. ### 6. Hapiliy using QuoteWerks since 2003 **Rating:** 5.0/5.0 stars **Reviewed by:** Wes J. | Owner, Information Technology and Services, Small-Business (50 or fewer emp.) **Reviewed Date:** May 04, 2015 **What do you like best about QuoteWerks?** Our favorite thing about QuoteWerks is their support. There have been more than a few times when I didn't think the tool would do what I needed it to do, but each time without fail, when I call support, they quickly identify what I'm looking for and show me exactly how to do what I need. We love how seamlessly QuoteWorks integrates with our distribution partners, LOB apps, Etilize and payment gateway. The interface is clean, straight forward and intuitive to navigate and yet still provides all of the customization we require for us to accomplish the look and feel of the proposals we create. We also love how we can pre-configure commonly purchased items and configurations, turn them into a template to be posted on our website so our clients can complete orders, complete with payment, with little or no involvement from us. **What do you dislike about QuoteWerks?** What I dislike about the product is that there have been times when we have had to re-run the setup process after a product update. I don't know why it is, but it appears we have to run it twice for each update. However, after the second running of the update, it always works. Who knows, maybe it is us. **Recommendations to others considering QuoteWerks:** I have looked at other quoting solutions and and I have seen no other product that provides more value for the money. **What problems is QuoteWerks solving and how is that benefiting you?** QuoteWerks has helped us shorten the quoting process with the Etilize integration and get paid faster with the QuoteValet quote approval and payment processes. ### 7. Has REALLY allowed me to streamline my sales and quoting efforts here at LANPRO Systems, Inc. **Rating:** 5.0/5.0 stars **Reviewed by:** Chris M. | Owner, Computer Networking, Small-Business (50 or fewer emp.) **Reviewed Date:** May 04, 2015 **What do you like best about QuoteWerks?** There are a few aspects of Quotewerks that I really enjoy: - Integration with Autotask - Integration with Ingram Micro, Amazon, and other distributors I frequently work with. - Quotevalet! This is huge for me. I have client's approving quotes from home, using their iPhone, approving quotes early in the morning. So cool! **What do you dislike about QuoteWerks?** Not a big fan of running the software locally on my desktop. I look forward to their upcoming Web release. I will most likely place the software in to my datacenter downtown and publish via remote desktop or 2X. I've been holding off in putting the effort forth as I believe the web version is close to release; or at least I hope it is. **Recommendations to others considering QuoteWerks:** Make sure you plan on using Quotevalet along with your Quotewerx purchase. Having the capability of not only emailing your clients a nice, professional, clean quote, but also approving that quote is a VERY VALUABLE compliment to the overall Quotewerx offering. **What problems is QuoteWerks solving and how is that benefiting you?** My quotes are much more professional and the feedback from my clients have really drove home the fact that I made the correct choice in selecting Quotewerx as our primary quoting solution. ### 8. Very easy to use, always new features to master **Rating:** 4.5/5.0 stars **Reviewed by:** Rai L. | Import and Export, Small-Business (50 or fewer emp.) **Reviewed Date:** May 02, 2015 **What do you like best about QuoteWerks?** I'm using right now QuoteWerks version 4.8, at the time of this writing they're at version 5.0. When it comes to quotes, QuoteWerks gets right down to it. Using it's product wizard you can add your products to it's database with a pricing, description, weights, measurements, and even custom information that you want to add for each item. With a database for clients, custom pricing and adding new items that aren't in the database. Very quick quotes can be made. (less than 3 mins double checking). QW integrates with outlook so you can send emails with the attached quotes and outlook contacts with a premade email message if you wish. There are even more things that you can do using quotevalet for clients to pay through it. But due to our type of company and clients we don't use it. The template of the quotes/orders/invoices are customizable adding images and company logos. Also since you can add a spec sheet, picture and item URL per item. You can send the quote to a client in PDF format, once the client receives it he can click on each item, and will be directed to the product page or your company page for more information on the item. Better yet, there customer service really helps with their constant webinars and listens to suggestions. We had a few problems with some of our node versions installing there respective updates and they solved our problem. We also asked to implement a few things and after a few months we received an email thanking our suggestions and some of our suggestions where implemented on the newer version. **What do you dislike about QuoteWerks?** QuoteWerks is a very complete quoting software. It constantly upgrades and implements new systems to it, making it better for the user to offer more for the client. But the problem there lies that some are not so user-friendly, some of them you would need to wait for the next update which changes a few things make it easier to implement in the workday. Customizing the templates takes a little work, since it's very customizable, I understand it takes a little work to make it easier to use. **Recommendations to others considering QuoteWerks:** If you have a small business with 2 or 3 people using it I recommend the standard version. As you probably won' have the need to use the additional features. BUT, if most of the items you quote come bundled together or are part of a set. I recommend going for the corporate edition, it costs more but the time that you actually save using the bundles is a lot. Specially if this bundles/set have 4+ items. For us this saves us a lot of time on quotes, which in turn saves us time for other clients. **What problems is QuoteWerks solving and how is that benefiting you?** Implementing QW on our company was a great investment. It solved the current quoting problem the company had which was time consuming and not well coordinated. As different sellers had same items with varied descriptions and prices. Our companies products change often due to this new information of the product must be made detailing difference and changes from previous versions. Being able to add spec sheets and url info for each of the items, saves us big in time with our clients and gives them the most detailed information. ### 9. Stramline your Commercial Operations Process **Rating:** 5.0/5.0 stars **Reviewed by:** Doug B. | President, Information Technology and Services, Mid-Market (51-1000 emp.) **Reviewed Date:** April 30, 2015 **What do you like best about QuoteWerks?** QuoteWerks has saved me countless hours generating manual quotations and pricing analysis, provides professional templates for proposals, allows for electronic approval from the client, and provides all the audit trails you could ask for. Add to this that it integrates seamlessly with our ticketing system, CRM, and QB and streamlines your purchasing process (integrates with distribution). Bottom line, this is a tool that makes me money! **What do you dislike about QuoteWerks?** The Quote Importer needs to integrate with Dell Premier portal ASAP. **Recommendations to others considering QuoteWerks:** Use it to save time and money! **What problems is QuoteWerks solving and how is that benefiting you?** Streamlined quotation, purchasing, CRM, and audit tracking processes. I have save countless hours in the sales and proposal generation process and added robust work flow processes to my business that will allow me to maintain control of these processes as I scale my business and add additional sales resources. It will also allow me to delegate some of the purchasing processes to other staff and allow me to focus ON MY BUSINESS instead of working as much IN MY BUSINESS. ### 10. QuoteWerks saves sooooo much time! **Rating:** 5.0/5.0 stars **Reviewed by:** John M. | Business Relationship Manager, Information Technology and Services, Small-Business (50 or fewer emp.) **Reviewed Date:** April 30, 2015 **What do you like best about QuoteWerks?** It is powerful and flexible. It is relatively easy to use price data files from almost any vendor. I like having the ability to link documents to the quote, such as terms and conditions and data sheets. I like the Etilize add-on. It allows us to have quotes with product descriptions which customers can understand, instead of the cryptic descriptions used by many distributors. I also like the ability to check our pricing against some of the web retailers, so that we can see if our pricing is in line with the market. **What do you dislike about QuoteWerks?** This is not exactly a dislike: It is a complicated piece of software. That's also what makes it so powerful and flexible. **Recommendations to others considering QuoteWerks:** Download and use the 30-day trial. Find a QuoteWerks partner in your area who can get you up to speed quickly with QuoteWerks, It will save a lot of time. **What problems is QuoteWerks solving and how is that benefiting you?** The greatest benefit is the time saved. Prior to using QuoteWerks we created sales quotations with Microsoft Excel. It was VERY time intensive. QuoteWerks has saved us countless man hours. ### 11. They should call this product "TimeSaverWerks" or "JustWerksWell" **Rating:** 5.0/5.0 stars **Reviewed by:** Thomas F. | CEO, Information Technology and Services, Small-Business (50 or fewer emp.) **Reviewed Date:** April 30, 2015 **What do you like best about QuoteWerks?** QuoteWerks integrates with all of the things it needs to - my purchasing vendors and CRM (we're an IT service company using ConnectWise). The flow of creating a quote is logical and makes sense, even for someone who doesn't do a lot of quoting. The software is quick and the online help is very useful. The functionality to automatically create opportunities in ConnectWise is invaluable. And don't get me started on QuoteValet - SUPERB product. You can see when prospects open proposals and what they do with them. **What do you dislike about QuoteWerks?** The screens are a bit clunky and old-school style, and the process of creating new quote templates is cumbersome. However, it isn't a detriment to the quality of the product - I think it is more a function of everything this produce can do for you. **Recommendations to others considering QuoteWerks:** QuoteWerks offers a free trial - take advantage of that! **What problems is QuoteWerks solving and how is that benefiting you?** Quotes that used to take days now take a lot less time. For routine product quotes (new workstations, upgraded screens, etc.) I can produce the quote in a few minutes. MSP quotes can be put together in an hour or less. ### 12. If you are looking for something to improve your quoting and tracking abilities this is it. **Rating:** 5.0/5.0 stars **Reviewed by:** Jay T. | Top Problem Solver, Information Technology and Services, Small-Business (50 or fewer emp.) **Reviewed Date:** April 30, 2015 **What do you like best about QuoteWerks?** Tech support it top notch. Have an issue and it is normally fixed on the first call. Love the ability to accept credit cards for payments on line. Have a question or issue with Quotewerks and integration with one of their approved platforms they will not just tell you it is the other software's fault they will dig into what is going on and give you an answer not just pointing the finger at someone else. **What do you dislike about QuoteWerks?** The changing of the quote layouts it tough, I know that they are working on improving this. The way they do their licenses if I move it to a new machine I have to call in and get it re-validated. **Recommendations to others considering QuoteWerks:** It is a high recommend. They have shown us their commitment to keeping the product up to date and adding new features every release. **What problems is QuoteWerks solving and how is that benefiting you?** Being able to generate quotes and proposals that look and feel the same. Having the ability to look up parts from millions of part numbers, which most include pictures and specifications for each product. ### 13. Wonderful quoting tool with integration to CRM and Accounting software **Rating:** 4.5/5.0 stars **Reviewed by:** Kevin R. | Vice President, Sales - CRM, Information Technology and Services, Mid-Market (51-1000 emp.) **Reviewed Date:** April 29, 2015 **What do you like best about QuoteWerks?** QuoteWerks not only provides powerful quote generation functionality, it also enhances the sales process when integrated with your CRM system and/or you accounting system. I have used QuoteWerks integrated with both GoldMine and SugarCRM and in both cases I set up QuoteWerks to automatically schedule follow up calls and create sales opportunity records in the CRM system. I also had QuoteWerks set up to integrate with QuickBooks accounting software, which greatly simplifies the quote to invoice and Purchase Order processes. The Product Catalog and Product Configurator are easy to use and provide additional flexibility in generating custom quotes. QuoteValet is a wonderful option to support electronic review and approval of quotes and payment. In the interests of full disclosure, I am not only a QuoteWorks user but I am also a QuoteWerks reseller and have seen dozens of organizations benefit greatly from using QuoteWerks especially when integrated with their CRM system. **What do you dislike about QuoteWerks?** The only item that I would like to see improved is the quote template builder. It takes a little bit of ramp up to learn how to create and modify quote templates. It's not that difficult, but it would be nice if that could be made a little easier. **Recommendations to others considering QuoteWerks:** Take advantage of the free trial to get a better understanding of QuoteWerks' capabilities and ensure that it meets your needs. **What problems is QuoteWerks solving and how is that benefiting you?** More professional looking quotes. Ease of use to generate quotes. Real time integration with CRM and accounting software. The benefits our organization has seen includes better looking quotes, and a more efficient process for the entire sales process from quote creation to sales opportunity creation to quote approval to invoice creation -- all seamless. ### 14. QuoteWerks - THE quoting system for power users **Rating:** 5.0/5.0 stars **Reviewed by:** Randy T. | Support/Consulting Services, Management Consulting, Small-Business (50 or fewer emp.) **Reviewed Date:** April 28, 2015 **What do you like best about QuoteWerks?** QuoteWerks is one of the most flexible, yet powerful quoting systems available for the SMB sales user. With its many connections to other products including CRM, Accounting and others, QuoteWerks just simply rises to the top of the choice of tools for successful sales professionals. **What do you dislike about QuoteWerks?** Dislike? I have to think hard about what I dislike.... If I must find something to dislike, I suppose it would be that Aspire does not have a SaaS model of QuoteWerks. I have worked with a number of clients as a reseller of the product and honestly can't recall any negatives. I am sure there are some, but none I can recall. **Recommendations to others considering QuoteWerks:** You need to try it. When doing so, it is highly recommended to work with an authorized partner of QuoteWerks because there are so many features that work WITH your team. **What problems is QuoteWerks solving and how is that benefiting you?** Providing a tool to our sales team and our customers sales team can be difficult as sales professionals typically do not like software and systems. In particular, the "best" sales professional is likely the most outspoken about software they dislike and why. With QuoteWerks, we almost need to challenge all but the most difficult to explain where it is not sufficient for them. I Clients see significant more selling time when they use QuoteWerks. By "selling time" I mean building new relationships, not preparing those quotes. Mote selling time = more revenue for your organization. ### 15. Quoteworks review based on many years of use. **Rating:** 5.0/5.0 stars **Reviewed by:** Bill B. | President, Information Technology and Services, Small-Business (50 or fewer emp.) **Reviewed Date:** April 10, 2015 **What do you like best about QuoteWerks?** We have found QuoteWerks to be reliable and flexible for our quoting needs. It integrates easily with CRM package, in fact we have switched CRM packages and QuoteWerks was easily reconfigured to integrate with our new package. We have multiple staff accessing QuoteWerks and so we are able to easily share and collaborate on quotes. QuoteValet improves the ease with which our clients can approve our quotes and makes it a breeze to report on outstanding vs. closed quotes. We use Etilize and the Real Time lookup that integrate with our distributors so we can quickly determine which distributor has the best price and inventory on hand. QuoteWerks is a critical application we could not do without. **What do you dislike about QuoteWerks?** There's not much to dislike about QuoteWerks. We get the occasional Windows error and have to shut the app down and reopen it. **Recommendations to others considering QuoteWerks:** We have had an excellent experience with QuoteWerks and would recommend it to other organizations looking to centralize their quoting process. **What problems is QuoteWerks solving and how is that benefiting you?** QuoteWerks has made it easy for our team to produce professional and accurate quotes in a timely fashion. The reporting allows us to track our sales funnel and keep on top of outstanding opportunities. ### 16. Good software with great support **Rating:** 4.5/5.0 stars **Reviewed by:** Kristy C. | Account Executive, Information Technology and Services, Small-Business (50 or fewer emp.) **Reviewed Date:** April 20, 2015 **What do you like best about QuoteWerks?** I love the Etilize and database search functions. We also really enjoy that we can create all of our service contracts directly through QuoteWerks, send to the customer through QuoteValet, obtain approval and tie the monthly recurring revenue to the contract. It also has a very strong integration with Connectwise, which is central to our business. **What do you dislike about QuoteWerks?** My only problems have been when I am not running QuoteWerks from my office network. I believe that this is probably a setup issue on our end that I have not taken the time to resolve since 90% of my quoting is done in house. I had a few issues initially with switching from dual to single monitor intermittently, but found this was easily resolved by checking a box. **Recommendations to others considering QuoteWerks:** The product support has been great, in my experience. The software is easy to learn and the company does a great job of providing training to users. I attended a werkshop recently and found it to be an exceptional value and well worth the time. I have also utilized the chat function and found that this is a quick and easy way to answer my questions. I would strongly recommend integrating with QuoteValet. Without the QuoteValet piece, we would not get as much out of this software. **What problems is QuoteWerks solving and how is that benefiting you?** We can easily search previous orders, recreate quotes and send everything to connectwise. This saves me a tremendous amount of time. We are a managed services company that relies upon contracts and this tool has helped us manage our contracts as well. ### 17. Best Investment I have made in my Business **Rating:** 5.0/5.0 stars **Reviewed by:** Patrick C. | Owner/Operator, Telecommunications, Small-Business (50 or fewer emp.) **Reviewed Date:** April 30, 2015 **What do you like best about QuoteWerks?** I am a small company, but my quotes outshine all of my competitors. Quotes that use to take me hours are now completed in 15min. **What do you dislike about QuoteWerks?** Dislike….. I would have to stretch to able to get one of these. I guess I would have to say that I wish it was offered as a hosted service. **What problems is QuoteWerks solving and how is that benefiting you?** I think the biggest problem that QuoteWerks has helped me with is being able to “Right Sell” my customers. By adding equipment that is needed with an option to go with a lower prices item or a higher priced item, QuoteWerks has empowered customers to decide what their needs are. Couple that with being able to modify quotes in real time while the customer are looking at the quote, allows less back and forth and closing of a quote is a much quicker process. ### 18. Professional Quotes in Minutes, Everytime. **Rating:** 5.0/5.0 stars **Reviewed by:** Ifzal A. | Software Consultant, Computer Software, Small-Business (50 or fewer emp.) **Reviewed Date:** May 05, 2015 **What do you like best about QuoteWerks?** Having the ability to produce/revise professional looking proposals in minutes which helps save time and improves integrity for proposal writing. Maintaining the professional integrity is so much easier. Having the maximum ability to customise the output of the quotes. Having CRM integration reduces repetition of work to update other records which also need the financial data to be recorded. Integration with Sage and Quickbooks also reduces repeating data input. **What do you dislike about QuoteWerks?** Many features such as real-time distributors are limited for the UK. Many of the features such as dell purchasing in version 5+ is a USA only feature. **What problems is QuoteWerks solving and how is that benefiting you?** Inaccuracy- we have managed to improve accuracy throughout the workplace with the help of QuoteWerks. Loosing important financial data- Having all documents containing important financial information in a secure and centralised location makes retrieving specific documents easier to access . ### 19. Powerful and a great software package **Rating:** 5.0/5.0 stars **Reviewed by:** Peter J. | General Manager and Head of Training, Information Technology and Services, Small-Business (50 or fewer emp.) **Reviewed Date:** April 29, 2015 **What do you like best about QuoteWerks?** This is a really great bit of software. It is easy to use and gets the whole team working together. It will do everything that we need and more. From simple product quotes to full proposals it just works. The documentation is some of the best I have seen which is easy to follow. It also links directly to the majority of CRM applications. For the price you would be crazy not to consider it. **What do you dislike about QuoteWerks?** I would like to see more of a GUI interface for editing the QuoteValet online option. **Recommendations to others considering QuoteWerks:** Buy it and try it. There is also a a free trial. **What problems is QuoteWerks solving and how is that benefiting you?** Centralised quotation library that is accessible by all. QuoteWerks allows us to respond quickly and easily to customer quote requests. ### 20. QuoteWerks gets the job done for folks who don't need fancy software **Rating:** 3.5/5.0 stars **Reviewed by:** Dave J. | Marketing Manager, Machinery, Mid-Market (51-1000 emp.) **Reviewed Date:** May 12, 2015 **What do you like best about QuoteWerks?** QuoteWerks is in a sweet spot for software ... flexible enough for complex quoting that small to medium size businesses neeed without being too much software. It gets the job done. Includes: mulitiple product price lists, quoting by item or configured, report output designer, PDF generator, CRM linking. While I haven't used it, I've taken a close look at their QuoteValet service and it is very impressive for the customer experience. It has minimal capability for orders, CRM, and invoicing. **What do you dislike about QuoteWerks?** QuoteWerks is based on old software and it shows sometimes. They do keep it up to date, and it it super functional, unlike some old CRM software that I use with it. I would like it to be more cloud-ready. **Recommendations to others considering QuoteWerks:** If you have a diverse product line, or semi-complex products, and want a low-overhead solutions, QuoteWerks maybe the right pick. Don't be dissuaded its non-cloud nativeness. **What problems is QuoteWerks solving and how is that benefiting you?** I needed a software for our service people to generate quotes. They can use a template to calculate travel according to our rules, add parts, and keep track. They have used it for years with very little complaining, fixing, or upkeep. ### 21. Quotewerks is great! **Rating:** 4.5/5.0 stars **Reviewed by:** Claudia L. | Marketing Analyst, Retail, Small-Business (50 or fewer emp.) **Reviewed Date:** April 29, 2015 **What do you like best about QuoteWerks?** This software allows you to have unique templates for the quotes. For our company this has being a great features because we offer many products and each one of them have different warranties and description. **What do you dislike about QuoteWerks?** One negative feature will be the actual layout of the software, is not really visually attractive. **Recommendations to others considering QuoteWerks:** I will recommend to sync Quotewerks to the CRM system that the company is using so the staff members can have the quotes and invoices attached to the customer's information. We have our system synced and is great! **What problems is QuoteWerks solving and how is that benefiting you?** We can send quotes, keep track of all of them, use the valet feature to have the customers have the advantage to purchase of the products right away. ### 22. QuoteWerks speeds up quoting Servers dramatically! **Rating:** 4.5/5.0 stars **Reviewed by:** Randy D. | President, Information Technology and Services, Small-Business (50 or fewer emp.) **Reviewed Date:** May 08, 2015 **What do you like best about QuoteWerks?** When we quote client projects, especially servers, the details can be overwhelming. Quotewerks integrates with both our suppliers, like Synnex, and vendors, like HP and Dell. Our customer can start building the quote from HP's website, then we import it into QuoteWerks. From there we have full details from the distributor on stock, realtime pricing, and ETA's. No guess work involved. Imagine how much time it took to look up part numbers, copy them to the order, check pricing and availability manually, revising again and again before sending the quote. Time is money, and more of my margins go to the bottom line if I can save time. Over an hour per server on average! All the customer details come directly from our CRM, Connectwise in our case. And when the quote is accepted, the order can be placed with the supplier and imported into our PSA for invoicing and scheduling. From there, the invoice is imported to Quickbooks. **What do you dislike about QuoteWerks?** Setup of the software does take time to get it right, just like any integration project. Hey, it's a big part of why our clients hire us in the first place. But it is manageable, and QuoteWerks support is great, and patient. **Recommendations to others considering QuoteWerks:** This product is big. Start with the basics, and don't try to add all the extras right away. That said, QuoteValet should definitely be part of the basics. **What problems is QuoteWerks solving and how is that benefiting you?** Saving time and having accurate quotes are the big reasons we use this software. In the end it helps us help our clients. ### 23. QuoteWerks is an easy to ease and time saving quoting application that supercharged out IT sales biz **Rating:** 4.5/5.0 stars **Reviewed by:** Steve T. | CEO and Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** May 04, 2015 **What do you like best about QuoteWerks?** I really like the simplicity of the tool and the ability to quickly generate a quote for our clients. We use Autotask as our CRM and it can link to it to pull the contact information. We also use Etilize function to pull more detailed descriptions and photos. Links to our top distributors help us get accurate costs and availability. Low cost tool allows us to email link to our QuoteValet site so clients can approve quote online, leave a PO or enter CC information and pay right then. **What do you dislike about QuoteWerks?** Link to Autotask can be slow and generating lots of quotes can take a while. **Recommendations to others considering QuoteWerks:** Try to get your database into SQL version to improve performance. **What problems is QuoteWerks solving and how is that benefiting you?** Quick accurate quotes can be generated very easily. Can do searches on manu part # or vendor to track down parts and see additional options. We grew products sales over past few years. Created personalized templates ### 24. Quotewerks has simplified our quoting process, substantially **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Oil & Energy | Small-Business (50 or fewer emp.) **Reviewed Date:** May 01, 2015 **What do you like best about QuoteWerks?** The ability to edit and revision quotes has become so much easier for us and has saved a substantial amount of time. We normally do several revisions for each quote, so this is a huge plus. Also, the ability to have different outputs based on the type of products or services we are quoting. **What do you dislike about QuoteWerks?** There is a HUGE learning curve to build and edit your quote out puts via the layout templates. It is a not an intuitive process and again, is a huge learning curve to be able to use and alter layouts. I wish there was a better way to create output layouts than currently supplied by Quotewerks. Other than the need to learn out to create the output layouts, the rest of the configuration of Quotewerks is pretty easy to use. The only other thing that could be easier is how to use the profiles and products for different pricing models. **Recommendations to others considering QuoteWerks:** Definitely purchase a quick start professional services engagement from either Quotewerks directly or one of their partners. This will speed up you learning and time to production time tremendously. **What problems is QuoteWerks solving and how is that benefiting you?** It has help us decrease the time to produce a quote and has allowed us to maintain one central place with all pricing, bundles and configs. That maintenance alone has saved numerous hours for me, the admin of the system. Keeping the overall system current and with current pricing is the a huge benefit to us and also a huge time saver. **Official Response from Brandon Grant:** > Thank you for taking the time to post a review for QuoteWerks! In addition to our Crystal Reports style layout designer (that can have a learning curve as you described), we also have an integration with Microsoft Word. This features lets you "design" your quote / proposal using Word and then QuoteWerks will simply merge the data from your quote into your Word template. You might find this as an easier option. ### 25. Started using in 2011 I believe. I wholly recommend it. Its a truly scalable tool and easy. **Rating:** 5.0/5.0 stars **Reviewed by:** Eric J. | CEO & Principal, Information Technology and Services, Small-Business (50 or fewer emp.) **Reviewed Date:** April 30, 2015 **What do you like best about QuoteWerks?** Price, functionality, scalability... The basic tool and support pricing is at the proper price points: stop shopping, I have done it for you. Once configured, the tool gives you the capability to quote quickly and like a pro, and you have the quote and customer histories automatically saved for later reference. Also, you have cloud options now, integrated tool options, and mobile options. This tool is built very well. **What do you dislike about QuoteWerks?** I have no dislikes, but do have some recommendations. One, responsive sizing on different devices... I quote remotely from my tablet and the tool isn't very responsive on the Lenovo or MS tablets using Google Chrome. Also, a more robust set of prebuilt reports like quarterly taxes, end of year summaries, various formats and graphics, data analytics, etc... **Recommendations to others considering QuoteWerks:** Buy it, its a good deal. **What problems is QuoteWerks solving and how is that benefiting you?** I went from a robust Excel based system to QW. Since then, my quote and CRM life has been so much easier. I have yet to have a need to move beyond the basic package and support, and I have a deep background in the data and systems side of this sort of tool. I know that Quote Valet and the other options are there if I need them later. ### 26. Time saver for IT businesses! **Rating:** 5.0/5.0 stars **Reviewed by:** Richard T. | IT Business Growth Expert , Small-Business (50 or fewer emp.) **Reviewed Date:** April 30, 2015 **What do you like best about QuoteWerks?** I used QuoteWerks both as an IT Managed Service Provider (MSP) owner myself, and in later life, recommended QuoteWerks to the IT business owners I work with. Why am I fan? Put simply, QuoteWerks helps to reduce the time IT businesses spend on producing, updating and managing proposals and quotes for their clients. QuoteWerks also helps distribute the responsibility for producing quotes, as sales and business owners can delegrate part or all of the quote producing process to others in the business. The integration with PSA tools like Autotask and ConnectWise also means quotes and proposals are easy to track and manage. **What do you dislike about QuoteWerks?** QuoteWerks can look overwhelming initially. In my opinion, it's not a product that you would try to deploy yourself -- rather, like any decent CRM package, bring in outside experience to help you get it up and running quickly. **Recommendations to others considering QuoteWerks:** Don't try and implement on your own. Bring it experts to help you understand the capabilities of the product and deploy in the right way for your business. **What problems is QuoteWerks solving and how is that benefiting you?** QuoteWerks helps to put a process in place for quotes and proposals where a business either doesn't have a process at all, or has an informal process that tends to cost the business time and energy. QuoteWerks also allows a company to brand and bring some uniformity to the quotes that clients receive -- which is an important competitive advantage. ### 27. Very Versatile Software **Rating:** 4.5/5.0 stars **Reviewed by:** Stephen M. | Aftermarket/Traffic Coordinator, Mechanical or Industrial Engineering, Mid-Market (51-1000 emp.) **Reviewed Date:** April 29, 2015 **What do you like best about QuoteWerks?** The quoting structure is easy and straightforward, and ties in nicely with our CRM software. Beyond that the customizable reports QW generates save time, provide great measurable data, and help to ensure no business gets lost due to inattention. **What do you dislike about QuoteWerks?** Frequent database cleanup and maintenance is a must, neglect in this area can cause the loss of issued quotes and slow the program down considerably. Also, there are functions in the report creation section that are not available that would cut down on report editing. **Recommendations to others considering QuoteWerks:** We have used this program as both a "quotes database only" and as an integral part of our business reporting and planning. In both cases you get the professional looking quote/proposal layout. The more features you use the more you will find the software is capable of. Like all software it does have limitations, however, the limitations in my experience have been minor. One caution, the more you wish to use the software for, the more discipline will be required by the users. **What problems is QuoteWerks solving and how is that benefiting you?** Reports run from quotewerks include revenue projections, current backlog, and lost business among others, these help us prepare month-end and quarterly strategies. Historic data concerning costs and pricing also help to assess historic lost business and plan to add value for our customers on future inquiries. ### 28. Great product with lots of integration options. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer & Network Security | Small-Business (50 or fewer emp.) **Reviewed Date:** April 29, 2015 **What do you like best about QuoteWerks?** QuoteWerks has been a great product for us. Support for the product is great and you can talk to someone on phone if you have a question. We have used QuoteWerks for over 7 years and have always loved using the product. The best part of QuoteWerks is the ability to integrate with other software. They also allow us to create a number of product groups / databases for all the different products you sell. The format of the quotes and proposals is completely customizable for your needs. The ability for us to send a quote and proposal electronically and have it electronically accepted and paid for is a huge time saver. **What do you dislike about QuoteWerks?** There is nothing we dislike about the product. The interface may seem older but it performs fast and works all the time. **Recommendations to others considering QuoteWerks:** Try the product. If you do not have the time to implement it fully please pay QuoteWerks to do it for you. We used it for years before we spent some time implementing most of the features which made a great product even better. All the features are there but many times we just use it for the one problem we have but do not realize how much more software can help us until we spend some time implementing it fully in our companies. **What problems is QuoteWerks solving and how is that benefiting you?** QuoteWerks has replaced multiple spreadsheets and other web products to build quotes. We save hours on each quote we do. The ability to customize the proposal allows us to create a very professional customized proposal in minutes not hours. Even after you create the proposal if you need to change something it takes seconds. ### 29. Great Product. Even Better People **Rating:** 4.0/5.0 stars **Reviewed by:** Chris C. | Owner, Information Technology and Services, Small-Business (50 or fewer emp.) **Reviewed Date:** May 12, 2015 **What do you like best about QuoteWerks?** The software has great feature set and works well with our PSA (Connectwise). The best part about the software is the support we get from their staff. They have always been great. **What do you dislike about QuoteWerks?** There quote design engine is a little behind and is sometimes difficult to make quotes look "pretty". Also, there is a high learning curve as it is a pretty complex product. **Recommendations to others considering QuoteWerks:** Training. Take advantage of their multiple training/support resources as it can be a little daunting in the beginning. **What problems is QuoteWerks solving and how is that benefiting you?** Organized quoting and product standardization is Great. Also the integration with our Vendors using Etalize to get real time pricing and product info is awesome. ### 30. Always a fan! **Rating:** 5.0/5.0 stars **Reviewed by:** Sarah S. | Senior Account Manager, Marketing and Advertising, Small-Business (50 or fewer emp.) **Reviewed Date:** April 10, 2015 **What do you like best about QuoteWerks?** The software is very user friendly and very robust. It has multiple ways to connect to other software allowing a seamless process flow for business. There are great training videos available and live staff support to help you when you need it most as well. **What do you dislike about QuoteWerks?** Run into some issues with the AutoTask connection, but mostly was an AT issue, not QuoteWerks. **What problems is QuoteWerks solving and how is that benefiting you?** Looking for ways to streamline our process flow for quoting projects and having them automatically integrate into our CRM and not create extra work or doing things twice. We have had great success in doing this with QuoteWerks, and also that it connects real time to inventory management to make sure we are getting the right producrs and pricing each and every time. Our clients are impressed with the speed an accuracy of our quotes and the ease in approving and making payments to the projects if required. Very little effort on the end-user and they love that. Very easy to understand and navigate. ### 31. Invaluable product for our business **Rating:** 4.5/5.0 stars **Reviewed by:** Michael U. | Account Manager, Information Technology and Services, Small-Business (50 or fewer emp.) **Reviewed Date:** April 30, 2015 **What do you like best about QuoteWerks?** QuoteWerks allows me to quickly generate quotes with real time prices from all of the distributors we use. This is clearly an advantage to our competitors who have to manually generate quotes! **What do you dislike about QuoteWerks?** There isn't anything I dislike about the product. It does everything I need it to do! **Recommendations to others considering QuoteWerks:** When used with ConnectWise, the two toold together provide a powerful method of delivering product information and quotes to our customers **What problems is QuoteWerks solving and how is that benefiting you?** Using QW allows us to generate quotes quickly, accurately and deliver them to our customers in rapid fashion. This allows our customers to make quick, informed decisions for their business. ### 32. Highly Reccommended! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Networking | Small-Business (50 or fewer emp.) **Reviewed Date:** April 30, 2015 **What do you like best about QuoteWerks?** I love the integration with my CRM. I pulls in contact info, writes back as a forecasted sale and linked document... very convenient! And since it all accessible through the CRM, it makes it easy to share info company-wide. We get a call from a customer and can quickly open the quote with very little effort. **What do you dislike about QuoteWerks?** Minor stuff only: It's not multi-monitor aware, hard to pin to the taskbar, have to hit Print Preview to see a WYZIWYG view of the Quote. **Recommendations to others considering QuoteWerks:** The program is VERY feature rich. Working with a QuoteWerks Partner can really give you a good push-start. **What problems is QuoteWerks solving and how is that benefiting you?** Quote Management, Price List Management, Shared Information for all staff members, and GREAT looking quotes with images. It really makes quoting a lot easier than our old Excel Spreadsheets. ### 33. Great quotation software **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** May 06, 2015 **What do you like best about QuoteWerks?** QuoteWerks is really easy to use. I use mostly the basic functions in QuoteWerks with SQL backend to produce invoices and it takes me only a few minutes to send out professional looking documents. **What do you dislike about QuoteWerks?** Some parts of the user interface design could be improved... For example the document header fields could have adjustable text boxes or something... because the Sale Info tab does have a lot of unused space. **Recommendations to others considering QuoteWerks:** Highly recommended. I had a trial of the software beforehand and that was also very useful. **What problems is QuoteWerks solving and how is that benefiting you?** I send out invoices and was initially using Excel to lay everything out. Now I do it all in QuoteWerks and it also sends the invoice out for me. They have some pretty decent looking templates which can be edited. ### 34. Love the on the fly commission calculation **Rating:** 4.0/5.0 stars **Reviewed by:** Tim B. | Executive Vice President, Electrical/Electronic Manufacturing, Small-Business (50 or fewer emp.) **Reviewed Date:** April 28, 2015 **What do you like best about QuoteWerks?** The ability to build & email professional quotes including product pictures very quickly. Easy ramp for new sales people to get up to speed. **What do you dislike about QuoteWerks?** QuoteWerks seems to be less popular that the hosted products - therefore we see fewer new development and less integration support. Integration with QuickBooks could be more automated. **Recommendations to others considering QuoteWerks:** Give careful consideration to your product catalog, pricing and descrpitions - for ease of use. **What problems is QuoteWerks solving and how is that benefiting you?** As an outbound call center, our sales people can quote price and see the impact on their commission on the fly. ### 35. Quotewerks IS the leading quoting software! **Rating:** 5.0/5.0 stars **Reviewed by:** Alison Y. | Vice President, Recreational Facilities and Services, Small-Business (50 or fewer emp.) **Reviewed Date:** April 29, 2015 **What do you like best about QuoteWerks?** Quotewerks is always changing (for the better) to serve customer's needs. Their quoting application is user friendly and robust at the same time, which is a hard combination to find! The customer service that comes with the product is first class! I have been working with Quotewerks for almost 10 years and have never been let down! I'm a BIG fan and would highly recommend Qwotewerks with zero hesitation! **What do you dislike about QuoteWerks?** The only thing that I would like to see is the full version hosted in the cloud. **Recommendations to others considering QuoteWerks:** Use your support team! They are great! **What problems is QuoteWerks solving and how is that benefiting you?** Qwotewerks allows us to be efficient and to offer pricing structures to customers! The integration with CRM and Accounting software saves us time and mistakes by not having to re enter. ### 36. Quotewerks Has Helped Us Dramatically Improve Sales **Rating:** 4.5/5.0 stars **Reviewed by:** Thomas L. | Operations Manager, Information Technology and Services, Small-Business (50 or fewer emp.) **Reviewed Date:** April 30, 2015 **What do you like best about QuoteWerks?** The etilize real time pricing and availability helps us compare costs across all our distribution channels which allows us to maximize our profit and ensure smooth procurement. **What do you dislike about QuoteWerks?** Quotewerks estimate templates are difficult to create due to their own programming language required. A template builder would be extremely useful. **What problems is QuoteWerks solving and how is that benefiting you?** Quotewerks has helped us streamline our estimating process and build standard templates to allow multiple personnel the ability to create quotes for our clients where previously was required by only a few specialized staff members. ### 37. The fastest route from prospect to quote - **Rating:** 5.0/5.0 stars **Reviewed by:** Greg W. | Customer Service Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** April 30, 2015 **What do you like best about QuoteWerks?** QuoteWerks integrates seamlessly with SalesForce.com. The templates allow the user to submit a variety of documents - Quote, Budgetary Estimate, Technical Proposal, Proforma Invoice, Confirmation, Packing List, etc. - from a single quote entry and all in native PDF format. Revisions are quick - make your changes and save as revision. **What do you dislike about QuoteWerks?** Works too well - since implementing QuoteWerks, our prospects, customers and Sales Engineers expect the documents in their inbox before the request is made! **What problems is QuoteWerks solving and how is that benefiting you?** Document flow and document tracking. ### 38. Cost effective and highly functional quotation system **Rating:** 2.5/5.0 stars **Reviewed by:** Kim H. | Owner, Computer Networking, Small-Business (50 or fewer emp.) **Reviewed Date:** May 01, 2015 **What do you like best about QuoteWerks?** Linkage to our CRM system (Maximizer) makes it very easy to populate quotations with contact details and retain records of quotations with the CRM. We also find the maintenance of product databases very useful with the ability to load pricing directly from supplier price list spreadsheets. **What do you dislike about QuoteWerks?** An unknown error causes products to be duplicated in the database sometimes. **What problems is QuoteWerks solving and how is that benefiting you?** Professional quotations produced very quickly saving us valuable time. **Official Response from Brian Laufer:** > Kim, I am contacting you via email to learn more about the issue that you mentioned with Products duplicating. If you ever have a question, please feel free to contact QuoteWerks Technical Support: http://www.quotewerks.com/support.asp ### 39. Great program for quoting and organizing opportunities **Rating:** 4.0/5.0 stars **Reviewed by:** David A. | Director Of Technical Operations, Small-Business (50 or fewer emp.) **Reviewed Date:** April 29, 2015 **What do you like best about QuoteWerks?** Quotewerks is very easy to use, attached to our SQL Server it easily allows our teams to create and view quotes from anyone. We also use their etilize subscription to pull automatically in content from our distributors. **What do you dislike about QuoteWerks?** We would like to see a little more control over the QuoteValet subscription and links. **What problems is QuoteWerks solving and how is that benefiting you?** Before quotewerks we had no formal quoting tool that could easily accommodate growth. ### 40. Good Tool **Rating:** 4.0/5.0 stars **Reviewed by:** Bill K. | Inside Sales Representative, Information Technology and Services, Mid-Market (51-1000 emp.) **Reviewed Date:** April 10, 2015 **What do you like best about QuoteWerks?** The best feature is the ease of importing quotes from various distributors. Also, very easy to make new quote templates to send to customers. **What do you dislike about QuoteWerks?** The biggest downfall is having to manage remote user's version upgrades. There always seemed to be a problem when the versions were not the same. **Recommendations to others considering QuoteWerks:** Quotewerks is a great solution for the SMB market and works well with Salesforce and Quickbooks. Depending on the amount of work you put into setting up the application, you can have access to real time pricing from distribution and link with peripheral products like Salesforce and Quickbooks. **What problems is QuoteWerks solving and how is that benefiting you?** Quick and professional looking quotes to customers. Also easy to manage quotes and margins ### 41. Maintenance Renewal Associate **Rating:** 5.0/5.0 stars **Reviewed by:** Haroly N. | Maintenance Renewals Associate, Information Technology and Services, Mid-Market (51-1000 emp.) **Reviewed Date:** April 20, 2015 **What do you like best about QuoteWerks?** Easy to use and navigate. When creating quote I need the flexibility to do it easy and fast so this product has help me complete that for the past few years. **What do you dislike about QuoteWerks?** Nothing so far. There is always room for improvement. **What problems is QuoteWerks solving and how is that benefiting you?** It has facilitated my billing process and it has been a smooth sailing since I started using it. ### 42. The Quotewerks Experience **Rating:** 5.0/5.0 stars **Reviewed by:** Brandi H. | Sales Support Associate - Enterprise Pacific, Telecommunications, Small-Business (50 or fewer emp.) **Reviewed Date:** April 28, 2015 **What do you like best about QuoteWerks?** Quotewerks provides a user-friendly platform for preparing proposals for your customers. It's easily customizable allowing you to create documents that are specific to your customer needs. **What do you dislike about QuoteWerks?** I always enjoyed working within Quotewerks, it integrated with all of the programs that my organization utilized. **Recommendations to others considering QuoteWerks:** Get it, it's awesome! **What problems is QuoteWerks solving and how is that benefiting you?** We were able to provide a quick turn around on customer quote requests because Quotewerks was so easy to use. That means a quick return on approvals which, in turn, generated revenue. ### 43. QuoteWerks is very powerful and does a nice job bringing constancy in the proposal process **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** April 21, 2015 **What do you like best about QuoteWerks?** I like the fact that QuoteWerks is database driven and gives me the ability to query data to pull the information I need for reporting. Quotewerks is very stable and doesn't take a lot of resources to support. **What do you dislike about QuoteWerks?** I wish that the QuoteWerks frontend was skinner or had a fully functional web frontend. **What problems is QuoteWerks solving and how is that benefiting you?** QuoterWerks helps us monitor our cost and understand overall margins. ### 44. Very powerful quoting tool **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** May 05, 2015 **What do you like best about QuoteWerks?** The ability to customise all aspects of the product, integration with Quickbooks and Autotask and the fact that it offers and incredibly comprehensive solution to quoting. For the IT industry the automatic distributor pricing lookup is also a timesaver. **What do you dislike about QuoteWerks?** The interface is very complex which gives a steep learning curve. Also the application does not have a cloud version and is not a web application to make it easily cloud compatible. **What problems is QuoteWerks solving and how is that benefiting you?** Consistent quoting across staff is usually a problem and Quotewerks allows us to lock this down and ensure everything is recorded consistently. ### 45. Game Changer **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Consumer Electronics | Small-Business (50 or fewer emp.) **Reviewed Date:** April 30, 2015 **What do you like best about QuoteWerks?** Quotewerks has completely changed how our company handles bids, payments, options, etc. It is an amazing software package that allows us to look extremely professional to our potential and existing customers. **What do you dislike about QuoteWerks?** The customization required does take some significant investment. **What problems is QuoteWerks solving and how is that benefiting you?** Online bids with options, online payments ### 46. Has been a great alternative to Quosal. **Rating:** 5.0/5.0 stars **Reviewed by:** Joshua F. | Owner, Operations Manager, Information Technology and Services, Small-Business (50 or fewer emp.) **Reviewed Date:** May 06, 2015 **What do you like best about QuoteWerks?** Compared to Quosal this product is easier to use, works faster, and is a lower cost. **What do you dislike about QuoteWerks?** Could release updates for ConnectWise integration a little faster. **Recommendations to others considering QuoteWerks:** stay up to date with connectwise version updates. **What problems is QuoteWerks solving and how is that benefiting you?** Profession quoting that allows customer to approve online. ### 47. QuoteWerks Review **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** April 20, 2015 **What do you like best about QuoteWerks?** The customer support is very responsive. **What do you dislike about QuoteWerks?** The user interface is still not great. Some of the features are well hid. The update process on Terminal Server is cumbersome. **Recommendations to others considering QuoteWerks:** Test it out with a Trial Version. **What problems is QuoteWerks solving and how is that benefiting you?** Online Ordering made easier with multiple distributors along with current pricing and availability. ### 48. Extremely Satisfied User Since 2001 **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Warehousing | Mid-Market (51-1000 emp.) **Reviewed Date:** April 29, 2015 **What do you like best about QuoteWerks?** It's like a spreadsheet and basic word document generator wrapped up into one. **What do you dislike about QuoteWerks?** Could use a little more word processing capability **What problems is QuoteWerks solving and how is that benefiting you?** Creating a professional looking quote easily helps me set myself apart from my competition ### 49. A quick and efficient way for our Sales team to produce professional looking quotes. **Rating:** 4.0/5.0 stars **Reviewed by:** Mike R. | General Manager, Information Technology and Services, Small-Business (50 or fewer emp.) **Reviewed Date:** April 28, 2015 **What do you like best about QuoteWerks?** Integration with Connectwise Ease of configuration and use **What do you dislike about QuoteWerks?** Only thing I can pick is turnaround time for support but this is mostly due to timezone differences between Aus and US. **What problems is QuoteWerks solving and how is that benefiting you?** Time efficient quoting ### 50. Easy to use, looks professional. Great customer service. **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Management Consulting | Small-Business (50 or fewer emp.) **Reviewed Date:** April 28, 2015 **What do you like best about QuoteWerks?** I was impressed how automated QuoteWerk's process. Very flexible and can be applied to so many industries. It reduces your data entry time too. **What do you dislike about QuoteWerks?** The application interface might be slightly dated and might need a UI overhaul. Feels a little Windows XP style. **What problems is QuoteWerks solving and how is that benefiting you?** Getting customers their quotes in a neat and orderly manner.Very professional looking. ## QuoteWerks Discussions - [I'm overwhelmed with all of the CPQ and Proposal solutions. Where do I start?](https://www.g2.com/discussions/2466-i-m-overwhelmed-with-all-of-the-cpq-and-proposal-solutions-where-do-i-start) - 1 comment, 1 upvote - [Does QuoteWerks offer support?](https://www.g2.com/discussions/2465-does-quotewerks-offer-support) - 1 comment, 1 upvote - [View QuoteWerks pricing details and edition comparison](https://www.g2.com/products/quotewerks/reviews?page=4&qs=pros-and-cons§ion=pricing&secure%5Bexpires_at%5D=2026-08-13+17%3A56%3A27+-0500&secure%5Bsession_id%5D=91ee9e53-14d2-466f-b225-72c3588c954f&secure%5Btoken%5D=0800f144cd52483c2367c582fe5702a37c312dc7f2062356c729c4ac7e87637d&format=llm_user) ## QuoteWerks Integrations - [Act!](https://www.g2.com/products/act/reviews) - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - [Authorize.net](https://www.g2.com/products/authorize-net/reviews) - [Autotask](https://www.g2.com/products/autotask/reviews) - [ConnectBooster](https://www.g2.com/products/connectbooster/reviews) - 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[Salesforce Headless 360 Platform (formerly Salesforce Platform)](https://www.g2.com/products/agentforce-360-platform-formerly-salesforce-platform/reviews) - [ScanSource](https://www.g2.com/products/scansource/reviews) - [Stripe Billing](https://www.g2.com/products/stripe-billing/reviews) - [SugarCRM](https://www.g2.com/products/sugarcrm-sugarcrm/reviews) - [TD SYNNEX](https://www.g2.com/products/synnex-td-synnex/reviews) - [TD SYNNEX](https://www.g2.com/products/td-synnex/reviews) - [Xero](https://www.g2.com/products/xero/reviews) - [Zapier](https://www.g2.com/products/zapier/reviews) - [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) ## QuoteWerks Features **Additional Functionality** - AI Copilot - Electronic Signature - Approval Process Control - Customer History - Workflow Management - Reminders - Automated Quoting - Price/Margin Management - Contact Management - Drag & Drop - Pricing and Cost Calculations - Calendar Management - Catalog Management - Client Portal - Discount Management - Real-Time Data - Proposal Generation - Billing & Invoicing - Generative AI - Customizable Branding - Template Management - Document Management - Estimating - Email Management - Third-Party Integrations - Reporting & Statistics - Access Controls/Permissions - Customizable Fields - CRM - Pricing Management - API - Accounting Integration - Activity Dashboard - Contract/License Management - Electronic Payments - Audit Trail - Quotes/Estimates **Configuration - cpq** - Product Catalog - Guided Selling - Configuration Rules - Price Configuration - Visual Configuration **Document Creation** - Customizability: Variables and Fields - Template Creation and Flexibility - Rich Media - Online Document Creation - PDF Creation - Custom Branding **Customer Requirements** - Quoting - Configuration - Pricing **Pricing** - Pricing Flexibility - Discounting - Commerical Rules - Terms and Conditions - Approval Workflow - Renewals **Workflow** - Document Builder Interface - Collaborative Creation - Assembly and Approval Workflows **Contracts** - Creation - Negotiation - Execution **Quoting** - Grouping - Version Control - Quote Document Generation - Ordering - Contracts - Approval Process Control **Analytics** - Engagement Tracking - Proposal Effectiveness Reporting - Reporting and Dashboards **Revenue** - Invoicing - Matching - Recognition **Admin** - Configuration Ease of Admin - Pricing Administration - Workflow Management - Document Management - Contact Management - Discount Management - Catalog Management - Contract/License Management - Renewal Management - Price/Margin Management - Order Management **Administration and Platform** - User, Role, and Access Management - Alerts and Notifications - CRM Integration - Electronic Signature - CPQ Integration - API / Integrations - Contract/License Management - Knowledge Base Management - Contact Management - RFP Management - Workflow Management - Document Management - Task Management - API **Channels** - Mobile User Support - Channel Partner Support - eCommerce **Generative AI** - AI Text Generation - Generative AI - Proposal Generation **Additional Functionality** - Templates - Collaboration Tools - AI Copilot - CRM - Automatic Formatting - Client Portal - Access Controls/Permissions - Quotes/Estimates - Customizable Reports - Content Library - Data Import/Export - Document Review - Document Automation - Reminders - Audit Trail - Reporting & Statistics - Approval Process Control - Version Control **Platform** - CRM Integration - Integration API - Internationalization - Scalability - Reporting and Dashboards - ERP Integration - Activity Dashboard - Third-Party Integrations **Generative AI - cpq** - Dynamic Quoting - Dynamic Pricing - Personalized Sale Recommendations **Additional Functionality** - Price and Cost Calculations - Data Visualization - Rules Engine - Real-Time Data - Quotes/Estimates - Audit Trail - Drag & Drop - Access Controls/Permissions - Sales Automation - Document Storage - AI Copilot - CRM - Customizable Templates - Product Configurator - Self Service Portal - Forecasting - Bills of Material - Multi-Currency - Generative AI - Customizable Branding - Electronic Signature - Document Templates - Reporting & Statistics ## Top QuoteWerks Alternatives - [ConnectWise CPQ](https://www.g2.com/products/connectwise-cpq/reviews) - 4.0/5.0 (122 reviews) - [Vendavo](https://www.g2.com/products/vendavo-vendavo/reviews) - 4.3/5.0 (66 reviews) - [Agentforce Revenue Management (formerly Salesforce Revenue Cloud)](https://www.g2.com/products/agentforce-revenue-management-formerly-salesforce-revenue-cloud/reviews) - 4.2/5.0 (1,408 reviews)