RZ
Richard Z.
Support / Project Manager
Small-Business (50 or fewer emp.)
"Good software to build quotes with very simple templates"
5/5
What do you like best about QuoteWerks?

I lie it because it is very intuitive, its user interface makes it flexible, I like being able to customize the templates and it saves me a lot of time. Review collected by and hosted on G2.com.

What do you dislike about QuoteWerks?

I wish there were more features and that they would add drop-down menus with details of each one. Review collected by and hosted on G2.com.

Nikita S.
NS
Nikita S.
Technical Specialist
Information Technology and Services
Mid-Market (51-1000 emp.)
"Incredible Quoting Tool"
5/5
What do you like best about QuoteWerks?

UI is very smooth, fast and responsive. Very helpful tool for making professional quotes using the inbuilt templates. Easy to create proposal or quotes share with the customers. Review collected by and hosted on G2.com.

What do you dislike about QuoteWerks?

Subscription is little bit costly. Except this wonderful quotes that I have used. Review collected by and hosted on G2.com.

Verified User in Retail
AR
Verified User in Retail
Small-Business (50 or fewer emp.)
"great product, simple to use and complete"
5/5
What do you like best about QuoteWerks?

integration to the vendors, live updates to prices from vendors, integration to leasing Review collected by and hosted on G2.com.

What do you dislike about QuoteWerks?

some of the GUI is old looking and the exchange rate changes do not take effect on the cost without having to edit the item all the time. Review collected by and hosted on G2.com.

Brian R.
BR
Brian R.
President
Small-Business (50 or fewer emp.)
"Simple Quoting Software that is integrated in our Suppliers online databases"
5/5
What do you like best about QuoteWerks?

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

What do you dislike about QuoteWerks?

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.

JR
Javier R.
Gerente asistente
Small-Business (50 or fewer emp.)
"A great partner, QuoteWerks."
4.5/5
What do you like best about QuoteWerks?

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.

What do you dislike about QuoteWerks?

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.

Verified User in Information Technology and Services
AI
Verified User in Information Technology and Services
Small-Business (50 or fewer emp.)
"Good Quoting Software with Intergrations"
4/5
What do you like best about QuoteWerks?

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.

What do you dislike about QuoteWerks?

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.

Verified User in Computer Networking
UC
Verified User in Computer Networking
Mid-Market (51-1000 emp.)
"Quotewerks is a decent Quoting/Oridering Software"
3.5/5
What do you like best about QuoteWerks?

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

What do you dislike about QuoteWerks?

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

JV
Jesse V.
VP of Sales
Small-Business (50 or fewer emp.)
"Generating Quotes and Proposals for our clients"
4/5
What do you like best about QuoteWerks?

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.

What do you dislike about QuoteWerks?

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.

Verified User in Food & Beverages
UF
Verified User in Food & Beverages
Small-Business (50 or fewer emp.)
"Decent software, have used better"
3/5
What do you like best about QuoteWerks?

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.

What do you dislike about QuoteWerks?

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.

Beltran F.
BF
Beltran F.
Desarrollador de software
Enterprise (> 1000 emp.)
"To make and send quotes at work is great this application."
5/5
What do you like best about QuoteWerks?

It is very intuitive, with easy access and great flexibility of use, I love its ability to customize templates according to the needs that arise without problems, the technical support is great, a great tool to implement in the work. Review collected by and hosted on G2.com.

What do you dislike about QuoteWerks?

I would only love that the illustrations are more colorful, the rest is very good and reliable this tool to use the work. Review collected by and hosted on G2.com.