Before this, our quotes were built in Word, pricing lived in a spreadsheet someone forgot to update, and honestly errors were just... expected. Now I paste in a client brief or forward an email and there's a draft ready in under two minutes. Last month a prospect sent a PDF with a list of 30 services they needed scoped — I had a quote back to them before the end of the call. The HubSpot sync is the other thing I use constantly. I can actually see where deals are without digging through my inbox. And the team at Qwoty was really present during setup — we had someone walking us through things whenever we got stuck, which made a real difference. Review collected by and hosted on G2.com.

The product catalog search slows down noticeably when you're working with a lot of SKUs. And some configuration options feel a bit buried — took me a while to find where to adjust certain default settings. Not blockers, but worth knowing. Review collected by and hosted on G2.com.

Before this, I was building quotes in Word, copy-pasting prices from a spreadsheet, and then literally printing things out for signatures. It was embarrassing honestly. Now I paste in a client email or drop in their Excel file and a draft quote comes back in like a minute. Last month a prospect sent me a PDF with 30+ line items at 4pm and I had a clean quote with e-sig back to them before they left the office. That kind of speed used to be impossible for us. The HubSpot sync is also something I use every single day — deal stages update automatically, no more toggling between tabs to log everything manually. Review collected by and hosted on G2.com.

The product catalog search slows down when you're scrolling through a lot of SKUs — we have around 400 and it gets a bit laggy. Also wish there was an easier way to duplicate and tweak existing quote templates instead of rebuilding from scratch each time. Small stuff but it adds up. Review collected by and hosted on G2.com.

Before this, our pricing lived in three different spreadsheets and nobody really knew our margins in real time. I'd find out we'd killed a deal on price two weeks after the fact. Now the pricebooks and approval workflows are in one place, and when a rep wants to discount something, it goes through a proper flow instead of a Teams message I might miss. Last month a prospect asked for a revised quote mid-call and the rep had it ready before the call was even over. That used to be a half-day job. The approval rules were the thing I cared most about as CRO — I need to know nothing goes out below margin without my sign-off, and it actually works that way. Review collected by and hosted on G2.com.

The reporting side is still a bit light for my needs. I can see quote activity but I can't easily slice win/loss data by product line or rep without exporting to Excel. And some of the configuration settings are buried a few menus deep — took us a while to find everything during setup. Not dealbreakers, but things I'd want them to improve. Review collected by and hosted on G2.com.