![Brian G.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Brian G.")
BG

Brian G.

President

Information Technology and Services

Small-Business (50 or fewer emp.)

5/23/2016

"Great Flexible Tool for the whole process"

5/5

What do you like best about QuoteWerks?

I've been using Quotewerks for several years now. It pulls from our Connectwise CRM, creates the quote, and then manages the entire process through followup, approval, purchasing, receiving and billing. No more worries that something will fall through the cracks.

Quotewerks is very flexible, and quick to act on reasonable feature requests. Review collected by and hosted on G2.com.

What do you dislike about QuoteWerks?

The process to save a quote can be slow at times due to the connectwise integration. Some processes could be streamlined to fewer clicks. Review collected by and hosted on G2.com.

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

We moved from Excel spreadsheet quotes to Quotewerks. We now have almost no mistakes on proposals, I don't miss checking and rechecking formulas. Previously we had a lot of duplicate entries and manual processes, Quotewerks automates everything from the quote through the invoice and no duplication! Review collected by and hosted on G2.com.

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Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller

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4.4 out of 5 · Verified reviews from real users

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