Aspire Technologies

QuoteWerks

4.5 / 5 22 reviews

Who Uses This Software?

QuoteWerks is used by companies of all sizes looking to streamline their current sales quoting process in order to provide their customers with detailed and professional sales quotes and proposals.


Average Ratings

22 Reviews
  • 4.5 / 5
    Overall
  • 4 / 5
    Ease of Use
  • 4.5 / 5
    Customer Service

Product Details

  • Starting Price
    $199.00/one-time/user
  • Free Trial
    Yes
  • Deployment
    Cloud, SaaS, Web
    Installed - Windows
  • Training
    Documentation
    Webinars
    Live Online
  • Support
    Online
    Business Hours

Vendor Details

  • Aspire Technologies
  • www.quotewerks.com
  • Founded 1993
  • United States

About QuoteWerks

QuoteWerks is an affordable turn-key quoting and proposal solution with over 82,000 Users in 101 countries. What sets QuoteWerks apart is its 55+ integrations with CRM (such as ACT!, Autotask, ConnectWise, salesforce, MS CRM, Outlook and more), Accounting (QuickBooks and Sage 50), Distributors (Ingram Micro, Tech Data, Synnex, and more), FedEx/UPS, Leasing, Sales Tax, Dell, Cisco, HP, CDW, and more.


QuoteWerks Features

  • Automatic Formatting
  • Calendar Management
  • Collaboration
  • Contact Management
  • Content Repository
  • Document Management
  • Electronic Signature
  • Knowledge Library
  • Pipeline Management
  • Requirements Management
  • Revision Management
  • RFP Management
  • Task Management
  • Templates
  • Version Control

QuoteWerks Reviews Recently Reviewed!

Works well - does what it is supposed to do

Nov 14, 2017
3/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
3 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 5.0/10 Not
Likely
Extremely
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Pros: Provides a quoting tool to use for our customers. Manually need to update several different databases on a daily/weekly basis.

Cons: Does not integrate with other products we use. Some issues with Windows updates/database - now causes crashes when loading.

Overall: Comprehensive quoting tool to give our customers accurate quotes.

It's an admirable system for quoting but, lacking in flexibility

Aug 09, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
3 / 5
Customer Support
3 / 5
Value for Money

Pros: I use the quoting tool multiple times a day. It's efficient when pulling information from other databases. There are multiple fields for data capture.

Cons: The overall look of the proposal is ok. I wish there were different format options for more complex proposals. When adding comment fields, it numbers them in the proposal and it's a bit confusing looking. Would be nice to have a hierarchy consisting of a main part number and then the other components under it.

Quotewerks is a great tool, and will soon integrate with our new CRM, making it very useful.

Jul 11, 2017
4/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money

Pros: I like the ease of use after configuration. Its pretty easy to generate a quote and get it sent out. I also like the fact that the quotes are securely delivered and can be accepted and paid through the email. It integrates with our merchant services so we can take deposits upon acceptance.

Cons: Initial configuration is a bit advanced. This software is rich in features, so it may take a bit of assistance from the Quotewerks staff to get everything configured how it should be, prior to initial use.

Not so good for Bosnia...

Jun 11, 2016
2/5
Overall
2 / 5
Ease of Use
2 / 5
Features & Functionality
3 / 5
Customer Support
2 / 5
Value for Money
Likelihood to Recommend: 2.0/10 Not
Likely
Extremely
Likely

Pros: Only pro is that it is cheap.

Cons: Lots of it. If you are solution provider doing a bit more complex projects where customers demanding several different quotes to see where they stand, can't support different character set like we are working in English only world (this created really unprofessional looking quotes), can't handle VAT in way it is according to the law or it can't create options on quotes where different VAT calculations are included.
I won't even mention issues with proposals which are more complex then quotes.

Overall: Our experience with QW is disappointing. We were expecting to solve few issues within our quoting process but unfortunately we will be looking for another solution.

Recommendations to other buyers: If you are selling TV, refrigerators or other appliances, it is good software. For a bit more complex quotes or proposals, look for another solution.

QuoteWerks Workshop

Mar 20, 2015
4/5
Overall
4 / 5
Ease of Use
4 / 5
Customer Support

Comments: The workshop was great to get an overview of the product and meet the staff.
It will help us better use the product.

Over and Above the Call of Duty

Sep 26, 2014
4/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: I was impressed how automated QuoteWerk's process was when I scheduled a proficiency builder session. I wasn't surprised that Quote Valet was used to present my quote and take my order but presenting my top three time preferences in their online calendar prompted me to call - how do you do it?

I learned the calendar reservation system not a native QuoteWerks app by Michael gave me information about the 3rd party tool they use. Now, I'm looking how to emulate best practices and I'll consider Quote Valet and this 3rd party tool. This could solve multiple logistical issues for us.

Thanks Michael - you just made me a better QuoteWerks user.

Quoting made easier than ever!

Jul 23, 2014
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Using QuoteWerks I am able to produce quotes faster using a much simpler method - this is due to being able to access product databases from more or less any source. Importing products is so easy meaning I do not have to look any further than QuoteWerks.

I am also able to add contacts much more easily to the quote as Autotask integration works a treat. There is no need to hop from one application to the next as QuoteWerks is great at working as a filter for all the data I have.

QuoteValet is my favorite feature as it allows me to present optional items to the customer. The quote is no longer presented as a flat PDF document. The client is now able to select options and even change the quantity. A great tool for up selling and cross selling to clients.

This is a very robust and reliable Quoting package and sits perfectly between Autotask (our CRM package) and Sage (our accounting package).

We love QW

Jul 22, 2014
5/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: We have been using QW for many years because of its ease of use. Aspire never stops making this product better and their support team is fantastic. I highly recommend QuoteWerks to anyone in the MSP world.

Great quoting tool

Jul 22, 2014
5/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: QuoteWerks has definitely improved my ability to provide clients with a professional looking quote and has significantly reduced the time to create them. I have it integrated with Autotask and it makes the whole process so much easier. I love the Etilize feature which I use to compare cost and availability from all of my vendors and QuoteValet to send and manage the quotes I've created and sent. I really can't say enough good things about QuoteWerks. It is well worth every penny.

Great Products

Jul 22, 2014
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Quotewerks is amazing!! We love how it integrates with Autotask, QuickBooks and all of our vendors alike.
We started using Quotevalet and its changed our lives.
Very easy to use and very practical. Perfect for 1 page proposals as well as very complex proposals.
HIGHLY RECOMMEND!

Fantastic Product - Great Value

Jun 27, 2014
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: I first started recommending Quotewerks to my clients about 8 years ago. The flexibility allowed me to apply it to so many industries. Eventually, I purchased my own company (an IT service and support provider) and implemented it here at IV4. If you find yourself using multiple tools to prepare and deliver a quote, you will benefit tremendously from implementing QW because it will reduce your data entry time because you will only need to use a single system. The support is fantastic too. Any problems or customization questions are immediately addressed by a friendly knowledgeable staff member. I even had a particular upgrade request handled by the President directly who injected some temporary code in just for me to test a certain piece of functionality.

If I had to ding QW on one thing it would be the way it handles the quotes developed by remote users and how they get imported back into the master database. I hear that is being addressed though.

It is definitely worth your investment. Frankly, I think the product is underpriced.

Amazing Quote Software

Jun 26, 2014
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Our company has been utilizing QuoteWerks for over 5 years. Our sales team use it on a daily basis and they love it. The quotes are professional looking and clean reducing confusion for the potential client. We just recently started using QuoteValet in addition to QuoteWerks and our clients love the ease of approving and signing the quotes.

QuoteWerks support is amazing. We integrate our PSA with QuoteWerks and when I had a question regarding the PSA, I received a personal email willing to assist me in our integration problems.

QuoteWerks is a software solution that exceeds our desires and they go above and beyond to make sure their customers are satisfied.

Review

Jun 26, 2014
4/5
Overall
4 / 5
Ease of Use
4 / 5
Customer Support

Comments: As with every quoting tool there are challenges. By and large it has been a much better way to get quotes out than we have ever had

Improved greatly recently

Jun 25, 2014
4/5
Overall
4 / 5
Ease of Use
4 / 5
Customer Support

Comments: After going along for quite a while with little or n new features being added, QuoteWerks has upped its game. More features are being added making it a much more productive programme

Plus points
Quote Valet. Online quotes with which you can produce really interesting content. Our customers find it easier to understand and accept quotes
Complete quoting, purchase order and invoicing package. No need for a separate invoicing package
Excellent tools available from third parties to enhance it even further.
Capable of handling recurring revenus

Cons

Still no batch invoicing!!!

Every business needs a few basic software tools to operate efficiently

Jun 25, 2014
4/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: Every business needs a few basic software tools to operate efficiently. In my world it is Autotask, QuickBooks and QuoteWreks. QuoteWreks is the glue that holds it all together and lets information smoothly move between my suppliers, the tools and my customers. With QuoteWreks we deliver quotes quickly, we easily accommodate changes and present a professional image while shorten the sales cycle. Once the client approves the quote, information flows into Autotask and QuickBooks where the project is completed / billed and the cycle is complete.

Indispensable software for my MSP!

Jun 24, 2014
5/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: We've been using Quotewerks for about 2 years and I can't imagine running my Managed Service Provider business without it. Quotewerks enables our staff to easily create complex yet attractive quotes quickly. Integration with all of our major distributors and Etilize means items are listed with detail and accuracy (and great photos), and the ability to have real-time inventory and ordering is the icing on the cake.

We haven't yet made the jump to QuoteValet (online quote deliver & e-signatures) but are considering this for the future, as it will mean one less thing to worry about.

The only reason I gave Ease of Use a 4/5 rating is because the application's interface feels slightly dated and could use a UI overhaul in my opinion. While QuoteValet (web-based) appears more modern, the desktop app feels a bit "Windows XP".

Overall, fantastic software, extremely affordable, and highly recommended to anyone in the IT industry.

Great Product!

Jun 24, 2014
4/5
Overall
4 / 5
Ease of Use
4 / 5
Customer Support

Comments: QuoteWerks has been great for us. Previously, our quotes were manually generated in Excel, emailed to the client and followed-up with phone calls and/or emails. Internet research was required each time to get current pricing. Now, with QuoteWerks current prices are pulled automatically from various distributor sites, and we are able to electronically send the quote and see acceptance. Much more efficient and professional-looking.

Quotewerks offers seamless integration

Jun 24, 2014
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: We chose Quotewerks for our quoting needs due to the integration with Autotask and Quickbooks. We had been on both of those platforms for years and wanted a good way to tie our information in Autotask CRM to sales orders in Quickbooks. Quotewerks offered us that opportunity with little pain involved. Now all of are quoting is done with Quotewerks and our information in Autotask has become more valuable.

Quotewerks Rocks

Jun 24, 2014
5/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: We are a long time QuoteWerks user. We have tried many different products (and continue to test for due-diligence) and have never found a product that integrates into our workflow as well as QuoteWerks.

We solved a big issue with our sales force by taking advantage of AutoTask integration. QuoteWerks automatically generates opportunities in AutoTask as part of a workflow instead of relying on personnel to remember to create opportunities.

The report writer included with the product is probably the easiest reporting tool we have ever used.

If I could fix one thing, I would really like a secure HTML5 interface to simplify access for my MAC users.

Keep up the good work.

Completely changed our company's procurement and ordering process.

Jun 24, 2014
5/5
Overall
4 / 5
Ease of Use
4 / 5
Customer Support

Comments: We took a giant leap by integrating a new accounting package, new PSA package, and our first ever quoting solution... all at the same time. The integration features that QuoteWerks offers has been instrumental to us in streamlining our processes and efficiency. Also, the ability to sync in with our distributors and place orders directly through QuoteWerks have been valuable features to us from day one. We looked at a number of quoting and procurement packages and solutions and I would recommend QuoteWerks above all.

One of the best vendors out there.

Jun 24, 2014
4/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: QuoteWerks has revolutionized my quoting process. It accelerated my quote creation from a 30 minute hunt through the vagaries of the Ingram/TechData nightmare websites, to a 5 minute quick search, add margin and get paid. With QuoteValet I get online approval of my quotes (no more "oops I didn't approve this" type of ordering mistakes. I can one-click fulfill multiple orders so getting the stuff to my clients is a snap too.

That's all great, but the BEST part about QW is their support. Call them. See how fast they answer! They are right on the line, know the product (and my business) very well, and will get you answers fast. They also listen to suggestions and will quickly implement improvements if you've got a (legitimate) good idea.

QuoteWerks is a top 5 app in my business.

Nov 03, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money