KB

Keith B.

Student Intern

Financial Services

Mid-Market (51-1000 emp.)

7/20/2018

Business partner of the seller or seller's competitor, not included in G2 scores.

"not bad"

3.5/5

What do you like best about QuoteWerks?

the organization of the program and navigation Review collected by and hosted on G2.com.

What do you dislike about QuoteWerks?

it is not the fastest the program we could be using Review collected by and hosted on G2.com.

UI

Verified User in Information Technology and Services

Small-Business (50 or fewer emp.)

8/23/2018

"Great but old"

2.5/5

What do you like best about QuoteWerks?

I like Professional quote presentation the best. Preparing good looking quotes is easy Review collected by and hosted on G2.com.

What do you dislike about QuoteWerks?

The ui and slowness. Tasks like coordinating with Autotask are slow Review collected by and hosted on G2.com.

JK

John K.

Global SugarCRM Manager

Mechanical or Industrial Engineering

Mid-Market (51-1000 emp.)

4/29/2015

"Review from an administrator, after 6 years"

4.5/5

What do you like best about QuoteWerks?

The fact that we have an international presence requires us to be able to provide quotations in multilingual formats. QuoteWerks allows us to fully customize the layouts. Review collected by and hosted on G2.com.

What do you dislike about QuoteWerks?

The integration to our CRM could have been stronger. While we can migrate to Opportunities in SugarCRM and create new records and even schedule follow up calls in CRM, the process circumvents our CRMs data requirements, rendering the final record incomplete. There are also certain reports that could be a little more "robust". Review collected by and hosted on G2.com.

Recommendations to others considering QuoteWerks:

Review your sales model and understand the applications that need to communicate with one another - notably, CRM. CRM and QuoteWerks should work hand-in-hand, as both will drive sales. Review collected by and hosted on G2.com.

What problems is QuoteWerks solving and how is that benefiting you?

Greatly assists our pipeline management, allow us to report on capture ratios. We can also quickly review historic data for line items while quoting in a Cost+, List- or static/contract price structure. Review collected by and hosted on G2.com.

CF

Catherine F.

Inside Sales

Business Supplies and Equipment

Small-Business (50 or fewer emp.)

9/26/2017

"A solid program with a few quirks"

4.5/5

What do you like best about QuoteWerks?

Overall it is pretty easy to get used to working in QuoteWerks for the standard user. The admin isn't hard once you learn the nuance of how it works. I think the document form management could be easier but it isn't anything that makes it not worth dealing with. Review collected by and hosted on G2.com.

What do you dislike about QuoteWerks?

The general template scheme. The document themselves aren't hard but there is a bit of an oddness to it, the email templates seem to be hit or miss, even the spellcheck doesn't work well as spell check keeps trying to check the spelling the HTML not just the email Review collected by and hosted on G2.com.

Recommendations to others considering QuoteWerks:

Make sure you have someone a little geeky on your staff for best results, it isn't normal user manageable. Review collected by and hosted on G2.com.

What problems is QuoteWerks solving and how is that benefiting you?

We get professional looking quotes that out rank other businesses in our field. Consistent usage has given us better results in our invoicing ( connected with quick books) and better history with our customer relationship manager. Review collected by and hosted on G2.com.

AM

Alec M.

Director Of Technology

Small-Business (50 or fewer emp.)

10/31/2017

"Easy and powerful quoting and tracking software"

5/5

What do you like best about QuoteWerks?

I love using this software! It is easy to create a quote and deliver to our clients. I can then track the status of the quote, when and who it was approved by, and view profits created by them. Review collected by and hosted on G2.com.

What do you dislike about QuoteWerks?

The products section takes a lot of time to create. Etilize helps to find products that we can purchase from other vendors but to get our services and products set up took some time. Review collected by and hosted on G2.com.

Recommendations to others considering QuoteWerks:

Just get the software! Setting up the software can be a pain but once everything is how you want it there is no going back! Review collected by and hosted on G2.com.

What problems is QuoteWerks solving and how is that benefiting you?

We needed a software that would streamline our quotes and provide our clients with something that is easy to ready, accept, and pay for if they decide to move on with our recomendations. Review collected by and hosted on G2.com.

JT

JET T.

Partner/Owner

Information Technology and Services

Small-Business (50 or fewer emp.)

2/19/2018

"decent product for quoting"

2.5/5

What do you like best about QuoteWerks?

the financials, and looking up quotes. It is easy to build the quotes and work with the right margin Review collected by and hosted on G2.com.

What do you dislike about QuoteWerks?

Setting up the customized forms. This was not easy and difficult at times. Review collected by and hosted on G2.com.

AP

anthony p.

Small-Business (50 or fewer emp.)

1/26/2018

"Quotes in seconds"

3.5/5

What do you like best about QuoteWerks?

The integration with our distributors has been great. It allows us to quickly generate invoices with real-time pricing. We can easily use this to track profitability for our sales team. Review collected by and hosted on G2.com.

What do you dislike about QuoteWerks?

Takes a bit of time to train a new sales person but it's well worth the effort. Review collected by and hosted on G2.com.

MK

Maury K.

Inside Sales Manager

Information Technology and Services

Mid-Market (51-1000 emp.)

12/28/2017

"Great for basic quoting"

3.5/5

What do you like best about QuoteWerks?

I like the ease of adding optional items to a quote and moving the quote through to an order and out to GreatPlains. I also like the connectivity to ConnectWise so that I don’t have to double/triple input information in different programs. Review collected by and hosted on G2.com.

What do you dislike about QuoteWerks?

The templates are very difficult to customize. They require lots of time and effort to make even a small change. Review collected by and hosted on G2.com.

JM

Jeff M.

Operations Manager

Construction

Small-Business (50 or fewer emp.)

4/28/2018

"Quote works"

4.5/5

What do you like best about QuoteWerks?

Ease of use mostly...................................................... Review collected by and hosted on G2.com.

What do you dislike about QuoteWerks?

Im pleased with everything......................................... Review collected by and hosted on G2.com.

UI

Verified User in Information Technology and Services

Mid-Market (51-1000 emp.)

10/19/2017

"Not a fan"

1.5/5

What do you like best about QuoteWerks?

It's hard for me to find something that I like about QW. I mean, it does the job and it presents our proposals in contracts in an organized fashion. But we can't use the Quote Valet feature or any of the other stuff. Review collected by and hosted on G2.com.

What do you dislike about QuoteWerks?

Like I mentioned, we can't use most of the features. Also, the communication between QW and CRM is awful. If we close something in QW (won or lost) it almost never closes it in CRM. We have to go back in and manually close the opportunity in our CRM. Also, the projected revenue is practically a made up number. It never matches. We've checked the links and everything -- still wrong. If we turn something over and then make a change, we can't resubmit. In our industry, it's pretty imperative that we can make changes to existing orders. Review collected by and hosted on G2.com.