Thank you for the thoughtful review. We’re glad to hear that QuoteWerks has been easy to use, cost-effective, straightforward to train new users on, and helpful in managing quotes across multiple technology partners while integrating with QuickBooks and your revenue operations workflow.

We also appreciate the candid feedback around quote access and editing efficiency. The single-user quote access model helps protect quote data integrity, but we understand it can create friction when multiple team members are working around the same quote.

On the editing side, there may be some existing functionality that can help with the copy/paste, find-and-replace, and larger renewal proposal workflows you mentioned, including Edit | Apply Multi Line Changes, Paste Special, and other tools. If you have not already, we’d encourage you to reach out to our support team so we can better understand the specific workflow and help identify the best options.

Thank you again for being a QuoteWerks customer and for sharing practical feedback we can use as we continue improving the product.

Rachel, thank you for sharing your feedback. We’re glad to hear that QuoteWerks helped you quickly create professional, accurate quotes and made it easier to customize quotes and pull together detailed pricing for customers.

We also appreciate your comments about the interface and learning curve. QuoteWerks has a lot of depth, and we understand that some features can take a little time to discover. That feedback is one of the reasons we have continued investing heavily in QuoteWerks Web, which provides a more modern, browser-based quoting experience while still supporting the flexibility and functionality customers rely on.

It is great to hear that QuoteWerks helped centralize pricing, reduce slow and inconsistent quote creation, and make the quoting process faster and more accurate. Thank you again for being a QuoteWerks customer and for taking the time to share your experience.

Thank you for sharing this feedback. We’re sorry to hear that your experience with QuoteWerks Web and QuoteWerks Desktop has been frustrating.

Since this review is anonymous, we are not able to look up your account or review your specific environment, but we would strongly encourage you to contact our support team so we can investigate the slowness, freezing, crashing, and layout differences you described.

For customers using QuoteWerks in a hybrid Web and Desktop environment, performance and behavior can depend on several factors, including whether your QuoteWerks database is hosted in your own SQL environment or in the QuoteWerks cloud. Release version is also very important. In a standalone QuoteWerks Web environment, QuoteWerks Web is automatically updated. In a hybrid environment, the QuoteWerks Desktop installation determines the release of QuoteWerks Web available to your organization, so keeping QuoteWerks Desktop current is important.

We have made significant updates to QuoteWerks Web in recent releases, including improvements to functionality, performance, and overall look and feel. If your Desktop installation has not been updated recently, you may not be seeing the latest QuoteWerks Web improvements.

Regarding quote layouts, QuoteWerks Web and Desktop can use the same shared layouts so quotes can look consistent between both environments. In some cases, differences may be related to which layout/template is being used or how the layout has been configured by your administrator.

We’re glad to hear that QuoteWerks is supporting your quoting process and ConnectWise Manage / PSA integration. Please reach out to our support team so we can better understand your setup and help resolve the specific issues you are running into.

Sarah, thank you for the thoughtful review. We’re glad to hear that QuoteWerks is helping your organization standardize and simplify the quoting process while making it easier to share quotes quickly with multiple buyers.

It is also great to hear that the flexibility around pricing models, contracting options, renewals, and multi-year deals is helping your team manage more complex deal scenarios efficiently.

We appreciate your comments about both the platform and our support team. Thank you again for being a QuoteWerks customer and for sharing how QuoteWerks is helping move deals from proposal to completed contract more quickly.

Nicholas, thank you for the thoughtful review. We’re glad to hear that QuoteWerks has been powerful, easy to use, and helpful in supporting your quote and proposal creation process.

We especially appreciate your comments about our support team. We work hard to be responsive, helpful, and open to customer feedback as we continue improving QuoteWerks.

We’re also glad QuoteWerks is helping your team manage complex pricing scenarios, improve quoting accuracy, close deals faster, and protect profit margins. Thank you again for being a QuoteWerks customer and for sharing your experience.

Janice, thank you for the thoughtful review. We’re glad to hear that QuoteWerks has been reliable and helpful for building accurate quotes, simplifying the configuration process, and supporting your team as you sell more complex products.

We also appreciate your comments about our support team. Our goal is to provide not only a robust quoting platform, but also the guidance and responsiveness customers need to keep their quoting and proposal workflows moving.

It is great to hear that QuoteWerks is helping your team create actionable proposals quickly and accelerate customer decision-making. Thank you again for being a QuoteWerks customer and for sharing your experience.

Danielle, thank you for the thoughtful review. We’re glad to hear that QuoteWerks has been a strong fit for handling complex quoting requirements and helping your team build quotes and proposals more efficiently.

It is great to hear that the pricing configuration capabilities and guided selling workflows are helping your team move faster while maintaining control over the quoting process.

We’re also glad QuoteWerks is supporting your sales cycle, helping your team win more deals, and strengthening your position in the market. Thank you again for being a QuoteWerks customer and for sharing your experience.