JV

Jesse V.

VP of Sales

Small-Business (50 or fewer emp.)

1/26/2019

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"Generating Quotes and Proposals for our clients"

4/5

What do you like best about QuoteWerks?

I like how this makes working our accounting team and sales staff hassle free and all the info generated is taken directly into our CRM and Quickbooks for our accounting division. We're able to generate a professional quote and make our documents look consistent and clear. Review collected by and hosted on G2.com.

What do you dislike about QuoteWerks?

There is little to no problems with Quotewerks on the Sales side, but it required a liscence for quickbooks to get the best of the CPQ. Review collected by and hosted on G2.com.

Recommendations to others considering QuoteWerks:

I would recommend intergrating this into your CRM and Accounting Software to get the best out of QuickWerks and Automate your sales process. Review collected by and hosted on G2.com.

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

Before using QuoteWerks, all of our proposals were made inhouse iwith a PDF Template, this became tedious and very unorganized quick. Once we started using QuoteWerks, all we had to do was supply the details of our proposal and they would create a professional document to send to the client. Review collected by and hosted on G2.com.

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Rating Updated (1/28/2019)
Validated ReviewerIncentivizedSource: G2 invite

See what 191 reviewers think of QuoteWerks

4.4 out of 5 · Verified reviews from real users

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