I use QuoteWerks for generating professional quotes and proposals, and I really like how it manages product and service cataloging with accuracy. It does a great job at streamlining the workflow from quote to cash, which boosts efficiency and reduces errors. I appreciate its capability to handle complex configuration bundles and custom coding logics, which improves my work's professionalism. The speed and efficiency of building quotes in minutes is impressive. I also value the professional branded quotes and proposals, and its support for complexities like configuration and optional item substitutes. The integration with other tools is a strong point, ensuring that it's not just a standalone quoting system, but one that integrates into a CRM and vendor workflow. Also, the setup was quite manageable, a bit like plug and play, although it does depend on how many systems you connect.

It has helped me maintain organized processes, reduce errors, professionalize client presentations, and facilitate follow-up. It also helps manage multiple suppliers/distributors more effectively because its easy implementation simplifies everything. Its integration capabilities are a major advantage because they are both easy and comprehensive. When I start generating a quote with QuoteWerks Web, I can do it directly from the browser without installing anything, giving me freedom and flexibility when working from different locations. Furthermore, all data, quotes, and histories are stored in a secure, centralized database.

I LOVE how structured everything is. Every item we sell already has descriptions, part numbers, and costs loaded, so I'm not rewriting the same details over and over. Bundles they have is another plus, I build a full project quote by selecting one package instead of adding each piece individually. Also we integrate it with crm, which makes us not forget to follow up with customer after the package is delivered.