Sue S.
SS
Sue S.
Account Executive
Information Technology and Services
Small-Business (50 or fewer emp.)
"Quotewerks does everything we need it to for quoting"
4.5/5
What do you like best about QuoteWerks?

It's nice to be able to create a quote and then when I go to sell the same product be able to cut and paste the options into a new quote.It also integrates very well into ConnectWise. Review collected by and hosted on G2.com.

What do you dislike about QuoteWerks?

At times, Quotewerks can be a little clunky. It could use a few more bells and whistles. Review collected by and hosted on G2.com.

Bret H.
BH
Bret H.
Sales Engineer
Design
Small-Business (50 or fewer emp.)
"Not the prettiest and bulky, but gets the job done."
3/5
What do you like best about QuoteWerks?

It's fairly quick and easy. Can customize each line item with ease. Review collected by and hosted on G2.com.

What do you dislike about QuoteWerks?

User interface could be updated. Looks like it is ten years old. Review collected by and hosted on G2.com.

Verified User in Information Technology and Services
UI
Verified User in Information Technology and Services
Enterprise (> 1000 emp.)
"Awesome product "
4/5
What do you like best about QuoteWerks?

Helped generate accurate quotes for my business models produced on a daily basis. Review collected by and hosted on G2.com.

What do you dislike about QuoteWerks?

Not as user friendly as I would have liked it to be. Review collected by and hosted on G2.com.

Gregory F.
GF
Gregory F.
Sr. Account Manager / New Client Development
Information Technology and Services
Small-Business (50 or fewer emp.)
"Slow but easy to navigate"
1.5/5
What do you like best about QuoteWerks?

Simple to learn and utilize. Can load logo and send quotes, invoices and process orders from software easily Review collected by and hosted on G2.com.

What do you dislike about QuoteWerks?

Super slow. Doesn't use SQL database. Does not allow for full customization with pricing. Can't open more than 5 quotes at a time. Review collected by and hosted on G2.com.

Kelly D.
KD
Kelly D.
General Manager
Design
Small-Business (50 or fewer emp.)
"Happy to be on board with Quote Werks!"
5/5
What do you like best about QuoteWerks?

We've been impressed with the quality of the organization when it comes to their working processes and implementation team. Every employee has been very courteous and most helpful in answering questions or providing additional information needed to move forward with the Quote Werks product What we are going to like best is having all of our product catalogs in one place and uploaded with the appropriate margins placed on them. This should improve many things for us as a company and expedite the proposal and ordering process as well as eliminate errors or forgotten items that can now be bundled together when sold. Review collected by and hosted on G2.com.

What do you dislike about QuoteWerks?

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.

Verified User in Wholesale
UW
Verified User in Wholesale
Small-Business (50 or fewer emp.)
"Fantastic tool for building and managing sales opportunities and quotes"
4/5
What do you like best about QuoteWerks?

I have the ability to see when my customer opens and views the quote I’ve sent to them. Review collected by and hosted on G2.com.

What do you dislike about QuoteWerks?

That quotewerks must be ran locally. I’d love to be able to stay updated from home but cannot. Also it’s a bit frustrating that I can’t integrate it with other software I use. But overall that’s not a big deal. Review collected by and hosted on G2.com.

Jennifer S.
JS
Jennifer S.
Office Manager
Information Technology and Services
Small-Business (50 or fewer emp.)
"Before QuoteWerks"
4/5
What do you like best about QuoteWerks?

What I like best about QuoteWerks it is customizable. You can customize the quotes and other documents, you can also import customized products lists. This is a big plus. Customizing the quotes and other documents was very limited with our previous vendor. Now, if we don't like the way something looks, it is very easy to change. We can also create certain style quotes for a specific customer and name them individually. Review collected by and hosted on G2.com.

What do you dislike about QuoteWerks?

The one thing I dislike about QuoteWerks is you cannot search by what is in stock. This is the only drawback that I see. Review collected by and hosted on G2.com.

Verified User in Automotive
UA
Verified User in Automotive
Mid-Market (51-1000 emp.)
"Simple to use "
4.5/5
What do you like best about QuoteWerks?

I like that It is easy to use. It also is affordable Review collected by and hosted on G2.com.

What do you dislike about QuoteWerks?

It might be to “basic” I know that’s not a real “dislike” Review collected by and hosted on G2.com.

Verified User in Marketing and Advertising
UM
Verified User in Marketing and Advertising
Enterprise (> 1000 emp.)
"Great Software"
3.5/5
What do you like best about QuoteWerks?

It's user-friendly and very efficient, I love the ease of this program. Review collected by and hosted on G2.com.

What do you dislike about QuoteWerks?

There's nothing I dislike about Quotewerks. Review collected by and hosted on G2.com.

Nathaniel B.
NB
Nathaniel B.
Director of IT Services
Telecommunications
Small-Business (50 or fewer emp.)
"Integrates well with Connectwise PSA"
4.5/5
What do you like best about QuoteWerks?

Quotewerks provides an incredibly versatile suite of tools and integrates nearly seamlessly with our PSA of choice (Connectwise). It allowed us to remove a lot of frequent mistakes and oversights in our quoting process and has helped us streamline our sales workflow.. Review collected by and hosted on G2.com.

What do you dislike about QuoteWerks?

The UI of the application is a bit kludgy at times and could use an update to feel more at home one Windows 10. The application is incapable of failing gracefully when encountering API issues with Connectwise which while uncommon do happen. Review collected by and hosted on G2.com.