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

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

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

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

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

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

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

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

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

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

I enjoy the ease of the being able

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

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

Easy to set up and easy to use. Minimal "bells and whistles" keeps you on task and making quotes. Great for the first step of the sales process only and sending out for invoicing to another product. Review collected by and hosted on G2.com.

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

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

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

Easy to set up and easy to use. Minimal "bells and whistles" keeps you on task and making quotes. Great for the first step of the sales process only and sending out for invoicing to another product. Review collected by and hosted on G2.com.

Great software for the first step of the sales process only however... 1) Not all info is searchable. 2) Does not integrate with many programs and not all fields integrate. 3) "Tickle" or reminder functions minimal and only in quote valet. 4) reports are clunky and minimal without paying to customize. 5) No workflow automation. 6) Minimal notifications as to quote progresses or when approved to client or inter-company personnel. 7) Interface looks the same as it did in 2012 when we started. 8) Not enough logging of estimates as they change or are updated. 7) No scheduling functions. 9) No "app" for smart phones. 8) Minimal Export functions. 9) Dashboard notification options are very limited to just two integration programs and not for overall quoted work. 10) No Service Operations Automation or Order management. 11) Does not allow for Teams or intercompany groups to be part of an estimate. 12) No intercompany communication short of a new added dynamic notes field which seems to be built with 1995 technology. 13) No auto follow up emails for estimates unless in Quote valet and they are somewhat generic. 14) Does not export "ship to" field to MOST integrated software packages. 15) No ability to auto CC office staff when creating an email template. Review collected by and hosted on G2.com.

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

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