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

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

Product Details

  • Starting Price
    $199.00/one-time/user
    See pricing details
  • Free Trial
  • Deployment
    Cloud, SaaS, Web
    Installed - Windows
  • Training
    Documentation
    Webinars
    Live Online
    In Person
  • 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 84,000 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

  • 2D Drawing
  • 3D Modeling
  • Approval Workflow
  • eCommerce
  • Guided Selling
  • Product Configurator
  • Proposal Generation
  • Quotes / Estimates
  • Renewal Management
  • Self Service Portal
  • Backup Management
  • Billing & Invoicing
  • CRM
  • Dashboard
  • Help Desk
  • Issue Management
  • Live Chat
  • Patch Management
  • Project Management
  • Remote Access
  • Remote Systems Monitoring
  • Scheduling
  • 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
  • Contact Management
  • Customer Accounts
  • Forms Creation
  • Pricing Management
  • Product Configurator
  • Proposal Management

QuoteWerks Reviews Recently Reviewed!


Quotewerks does exactly what the name describes... makes quotes.

Mar 08, 2018
2/5
Overall
4 / 5
Ease of Use
1 / 5
Features & Functionality
3 / 5
Customer Support
2 / 5
Value for Money
Likelihood to Recommend: 2.0/10 Not
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Pros: Easy to set up and easy to use. Minimal "bells and whistles" keeps you on task and making quotes. Great for the first step of the sales process only and sending out for invoicing to another product.

Cons: Great software for the first step of the sales process only however... 1) Not all info is searchable. 2) Does not integrate with many programs and not all fields integrate. 3) "Tickle" or reminder functions minimal and only in quote valet. 4) reports are clunky and minimal without paying to customize. 5) No workflow automation. 6) Minimal notifications as to quote progresses or when approved to client or inter-company personnel. 7) Interface looks the same as it did in 2012 when we started. 8) Not enough logging of estimates as they change or are updated. 7) No scheduling functions. 9) No "app" for smart phones. 8) Minimal Export functions. 9) Dashboard notification options are very limited to just two integration programs and not for overall quoted work. 10) No Service Operations Automation or Order management. 11) Does not allow for Teams or intercompany groups to be part of an estimate. 12) No intercompany communication short of a new added dynamic notes field which seems to be built with 1995 technology. 13) No auto follow up emails for estimates unless in Quote valet and they are somewhat generic. 14) Does not export "ship to" field to MOST integrated software packages. 15) No ability to auto CC office staff when creating an email template.

Overall: It makes quotes and sends quotes to customers. Offers the ability to make revisions to quotes and keep the originals.

Capterra-loader

Fantastic tool for building and managing your sales opportunities and quotes.

Dec 05, 2017
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Pros: Quotewerks has the ability to see if and when your customer sees your quote. When we were looking into the product, we had received a quote from our Quotewerks sales rep and it had been ignored and was expired. We opened the quote a few weeks later to take a quick look at it and 15 minutes later we got a phone call from our sales rep. "I see you opened this expired quote. I wanted to answer any questions for you and get an updated quote if you are still interested." That sealed the deal for us. Then we found out all of the other amazing things it could do and have loved it every day. It has easily paid for itself many times over.

Cons: Quotewerks must run locally. There is a web version in development, but it is still pretty green. If you need to use it remotely you will need either Terminal Services or VPN to access it. The Quote Valet add-on gives it some web connectivity features which are helpful for viewing existing quotes and responding to customers, but not necessarily for building new quotes. Once they get the web version finished, that should help with this a lot.

The product can also be a little bit kludgy to learn at first. It's been around for a long time so some of the interface is a bit antiquated.

Overall: The quote visibility and access to online sync resources is super helpful in our quoting process.

Our sales team couldn't operate without Quotewerks any longer. It has become integral to our processes.

Capterra-loader

We QW!

Aug 24, 2018
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Integration with our CRM (ACT) and our accounting S/W (Sage) was a major selling point. We also export .xml files and import them into warehouse management system via edi. Ease of use was also very important to our purchase decision. QW was also recommended to us by our ACT consultant who was familiar with our business. The online QW demo and videos were great at showing the ease of use of the product too.

Cons: The reporting function is not great. We invested in MasterMine for QW. Since we made the MasterMine investment, we are able use the data out in QW to a much fuller extent for business planning and decision making. .

Overall: We use QW for all sales quotes that are generated in our office. Prior to QW, quote writing was done in MS Office. The implementation dramatically reduced time writing quotes and errors. The ACT/Sage/edi integration completely eliminated duplicate data entry. The software is very easy to keep up to date, which was also kind of a 'sketchy' set of tasks prior to QW.

The QW tech support people are top knotch professionals. During our implementation they were EXTREMELY supportive and wanted to ensure that we were self sufficient. After 2 years, we don't call them much (I am sure they miss us), but when they do that are terrific.

Capterra-loader

Quotewerks Helped Our Company Grow!

Aug 24, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Pros: The ease of use and various integrations are some of it's strongest features. We had no issues getting it plugged into our CRM and Accounting software packages. When we had questions, Quotewerks support was always there to help guide us.

Cons: Any issues we have with Quotewerks is purely minor issues like adding other shipping companies to the list in the procurement tracking model. There are workarounds to still provide tracking for LTL and regional freight couriers, but it would be nice to be able to have the ability to track all of the couriers.

Overall: Our business model focuses on providing an outsourced procurement staff. I can honestly say we would not be as successful as we are without the use of Quotewerks. The efficiency of getting quotes assembled and distributed allows us to run a lean staff and maximizes our resources. The distributor integrations also reduced our RMAs significantly by allowing us to place the orders directly through Quotewerks instead of manual entry where mistakes can occur. Overall we couldn't be more pleased at how Quotewerks has helped our business grow.

Quotewerks is a very versatile quoting tool.

Apr 26, 2018
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Quotewerks has a huge number of features. We extensive use the configurator and bundles that help our staff reduce mistakes. We have Quotewerks linked to salesforce.com and that reduces the amount of double keying and provides a audit trail between the two systems. Quotewerks has a low price point making it ideal for companies to start using a CPQ tool. Quotewerks support is very good because you get to talk to a person about your issues with the software. One service we used that was very helpful was a 1 hour review of how we have our software setup and recommendations for best practices.

Cons: Quotewerks provides so many different features it's hard to determine which way is the best way to configure the software without assistant from support.

Overall: Integration with salesforce.com, a basic configurator and a low price point.

Capterra-loader

We are a manufacturer's rep firm and this quote-generation software simplified our system.

Apr 25, 2018
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: We find QuoteWerks to be fairly priced. It is customizable to suit our particular needs. Whenever we have had any technical trouble, the tech support team has always been quick and very knowledgeable. We have the professional edition tied into our Quickbooks accounting software, which has resulted in a large time savings!

Cons: The GUI isn't the prettiest or most modern, but it is functional and mostly intuitive. There have been frustrations with technical issues from time to time, but they are usually pretty quickly resolved with help from tech support or in an future software update. Updates are frequent and fix bugs often.

Overall: Saved time; provided a professional appearance to our out-bound quotes; easily integrated with our accounting software; allowed us to better work together as a team to complete sales; easily integrated with our CRM software.

Capterra-loader

I have been using for over 10 years, Love it!

Apr 27, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Pros: I love the flexibility of being able to format the quotes the way I want them to look to the customer. The product listing and pricing options are very easy to use, and I can adjust on the fly very easily. Being able to sync with Quick Books Online ia great plus also.

Cons: Needs to be able to send appointments to Google Calendar. They work with Google Contacts and Gmail, why not Calendar?? Some of the features require moving to a higher level package and I am so comfortable with what I have, I have decided to do without. Just what works for me.

Overall: Quick, easy, and efficient quote to order to invoice process. All of the accounting/crm programs have some type of quoting module but none of them come close to QuoteWerks.

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
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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.

Needs a UI overhaul

Apr 30, 2018
3/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
3 / 5
Customer Support
2 / 5
Value for Money

Pros: This program is better than quickbooks for quoting project and it interfaces with quickbooks desktop

Cons: The user interface does not follow the normal standards in many cases of the Windows platform for focusing on input areas or utilize drop down lists/lookups to make the program more utilitarian. If they would spend as much time on the user interface as they do updating functionality with databases it would be awesome. Adding a more automated method of building output formats would be welcomed since a person could make a full time job of learning the macro formats.

Capterra-loader

Very good time-saving tool

Aug 24, 2018
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: It is quick and easy to create professional looking quotations to send to our clients. It links with GoldMine to aid in tracking quotes and creating follow-up reminders.

Cons: It is more directed to a manufacturing industry than a service industry. Also, the reporting is not very user friendly, although its been recommended we purchase Crystal Reports.

Overall: We have been using QuoteWerks for several years, but I still remember the days of creating quotes in Word, which was tedious and time consuming. QuoteWerks made creating quotations and tracking them quick and easy.

Capterra-loader

Quick and Easy

Aug 28, 2018
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
Likelihood to Recommend: 10.0/10 Not
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Pros: Creating quotes is very easy with QuoteWerks. I especially like the templates, it allows me to have most of my quotes created, and all I have to do is make some minor tweaks. It also integrates with our Contact Management software, and that saves me time when it comes to scheduling calls and forecasting sales

Cons: There is not any glaring issues that I have with the system that are worth mentioning.

Overall: We used to create quotes in Word, and that was cumbersome. QuoteWerks has saved us time and makes our quotes look more professional.

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.

We use Quotewerks daily to quote services and product sales.

Mar 19, 2018
4/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: QuoteWerks can be customized to suit the needs of your business. Products are stored in the database to easily select for future quotes. It integrates with Quickbooks sending the quote over to be invoiced. Emails are sent to the addresses you specify alerting that a project has been won.

Cons: The item numbers are limited to a certain number of characters which causes the sync to QuickBooks to fail if your part is too long.

Overall: helps our sales team to quote, track, and win projects!

Good quote package

Aug 24, 2018
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Database driven. Lots of flexibility. PDF output. Ties into CRM. Easy to organize product database.

Cons: Would be nice if quote item table could be put in a mode to auto-expand description/note fields when entering the cell.

Can't open product database without creating a quote.

If you lose connection to network host for even a fraction of a second, you lose all of your work since last save and you get dozens of error messages you have to clear...a SERIOUS pain-in-the....

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.

Capterra-loader

Very useful daily tool

Apr 26, 2018
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Easy to use and "integrates" nicely with our Maximizer CRM. We use only parts of the systems as we use it for order entry and not really for quoting and pipeline management. The order part works perfectly for our needs.

Cons: The reporting features could be better with some easy-to-use templates, WYSIWYG etc. It would also be great with some tighter integration to Maximizer - i.e. to the Opportunities part.

Overall: Nice and easy order entry as well as pricelist control

Perfect solution for quoting software!

Aug 24, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Ease of use, ability to customize generated reports, centralized storage for multiple sales persons quotes.

Cons: Fixed field positioning for tabs in software.

Overall: Before Quotewerks, our office was using Microsoft Word to create quotes, and save them in a random folder. Quotewerks has enabled us to all utilize one system, keep everything organized, track our sales history, and streamline all of our sales processes! I highly recommend it for anyone looking for quoting software!

QuoteWerks - Long Overdue Upgrade

Aug 27, 2018
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
3 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Easy to use and very simply adds features that doesn't change the software UI too much allowing those familiar with previous versions to jump right in.

Cons: Can be a little clunky and slow at times. Mainly because of the way the database stores quotes and archives. If you are a large company with many sales reps you may have to archive more often.

Overall: Quotes created quickly and professionally - what more could you ask for.

Fairly solid for the most part

Feb 28, 2018
3/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money

Pros: QuoteWerks does provide a number of strong features that I'm looking for in a quoting tool. It enables me to customize a number of things so that I can fine tune my quotes and has some very needed pricing tools in place to make quoting easier.

Cons: QuoteWerks doesn't seem to integrate too well with my Sage programs. It does an "okay" job but there should be a stronger focus on integrating.

Easiest Software Ever

Aug 24, 2018
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: QuoteWerks is very easy to learn to use.

Cons: I wish the amount of characters allowed for a part number when building a bundle were more. We have very long part numbers in our business

Overall: Everyone in our office are on the same page now when it comes to how our quotes look and what information needs to be relayed to the customer. We are all able to see and have access to each others quotes, which is helpful when someone is out of the office.

Powerfull Quoting software

Aug 24, 2018
4/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: easy to use and deploy, not expensive and great customer services.

Cons: knowledge base sometimes can be though to find information and they send out several updates through out the year, this can be a bit of a problem when trying to stay current.

Overall: Over all this is a great program, very easy to deploy and use, it is comparable with a lot CRMs and account software, and they provide some cool options for extra cost as well.

Relatively easy to use.

Apr 27, 2018
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Connectivity to our CRM, ACT is extremely helpful as well as to Microsoft Outlook. I love emailing directly from QW to my customers.

Cons: Reporting leaves a lot to be desired. I wish I could easily edit the field layout on the main tabs. Some field labels I've created are too long and won't fit, so most of the label info is lost on the screen.

Overall: All or most order info in one place.

Works well!! Lot's of options and customization. Takes some time to get it all working well.

Apr 25, 2018
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money

Pros: Customization. You are free to create and use the quoting software in the way you would like and works best for your company. I've been using this since 2012, and it's been getting better and better.

Cons: It does take some work to get it all set up, but in the end it is worth it. It took a bit of time to learn, but they have lots of videos to help you along your way.

Capterra-loader

Completely changed the way we deliver quotes!

Apr 25, 2018
4/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The software - especially when combined with QuoteValet, has changed the way we deliver quotes. It makes it SO much easier to deliver professional quotes.

Cons: It can be a little tricky to take advantage of the product database. I still feel like I'm massaging our product list even after 5 years. It just takes time to get it right.

Overall: Simplified quoting and approval process.

Capterra-loader

We all just love it for we have it on a host server so all field salespersons can log in to create .

Apr 25, 2018
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
3 / 5
Customer Support
3 / 5
Value for Money

Pros: it integrates just great with ACT! our customer database of over 25 years integrates easily with QW's. We have over 200 vendors that we keep price changes updated in QW's to make quoting easy any accurate.

Cons: Theirs nothing we don't like about it. Do wish vendors would use the same format for their price lists and have some automatic way to import from the web.

Capterra-loader

QuoteWerks has everything we need in a quoting system. We tried the rest

Apr 25, 2018
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
3 / 5
Value for Money

Pros: So many things:

1. Optional (and selected) items

2. Simple-to-use shipping calculator

3. Bundles and Configurator

4. Integration with leading CRMs

Cons: Difficult to set up. Time consuming to configure at first use.

Our pricelist was not configured properly when QuoteWerks was first set up. It is taking a very long time to set up properly now.

Happily wed to QuoteWerks for 17 years

Apr 25, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: 1. Easily quote custom-configurable products

2. Great start to finish application from quote to order to invoice

3. Exceptional customer service

Cons: 1. Won't store its own customer database - requires external CRM

2. Reports contain multiple results for same document - requires massaging data in Excel

Overall: It's the lifeblood of our operation.

We have been using QuoteWerks for about 13 years. Every revision gets better results.

Apr 25, 2018
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Pros: I was able to try it before buying it. I used the results to prove to upper management that it was a good solution to our quoting.

Cons: No real problems to complain about at this time. I would like to see more characters (beyond 256) for some of the CustomText fields.

Overall: Gave us a valuable quoting systems to go along with ACT.

Love the product!

Apr 26, 2018
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Ability to run my business through one software system that can integrate with my distributors. Integrated leasing and pricing comparisons.

Cons: The user interface is overwhelming to new users and seems a little dated. Would love more capabilities of working with other applications using Zapier or IFFTT,

Software is easy to use

Apr 25, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I like the reporting function. As a Director of Operations, these reports are valuable to me to stay on track

Cons: never ending updates.

We crash more than I would like

When I work remotely it fails far more easily (crashes)

Would likle way to have USD to CAD daily rates

Overall: Its our quoting/invoicing software

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
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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.

Capterra-loader

QuoteWerks makes things much easier!

Aug 27, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: QuoteWerks makes the ability to quickly send a prospect/customer a quote in a matter of minutes as well as the ability to track the quote with QuoteValet!

Cons: Most of the cons have been fixed in the latest releases

Overall: QuoteWerks over as a company is wonderful. I attended the workshop in Orlando and just loved it!

QW saves up time and money. the ability to change template designs to meet each customer is terrific

Aug 29, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Pros: the ability to change the templates and the customer service is outstanding

Cons: we have a large database that takes a little bit to search through.

Overall: typing custom reports per customer needs, this product is a 10 out of 10. the notifications of new software or webinars is every helpful for staying up to date and being trained.

Good quoting tool

Apr 12, 2018
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: It's a good quoting tool, clear to read, and you have the option of connecting data w/distribution. Overall, it's been reliable.

Cons: We may have missed the boat on all of its functionality and the features it has to offer. I feel I'm not scratching the surface as to its capabilities.

Capterra-loader

Great quoting with integrations

Apr 25, 2018
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Love the salesforce and quickbooks integration. Also like the product database way of doing things. Like being able to use different layouts and sync.

Cons: really wish it was easier with remote sites. Would like the web to be easier to setup. somewhat clunky for a new user.

Love this Product

Apr 05, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I love the ease of creating and sending quotes to our customers. I also love being able to turn the quote into an invoice

Cons: There is nothing I have a problem with using QuoteWerks. I have never had any issues as it always works great with no issues.

Overall: Ease of sending quotes and invoices.

Got to Love it!

Aug 29, 2018
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Easy to set up and easy to use. Minimal "bells and whistles" keeps you on task and making quotes. Great for the first step of the sales process only and sending out for invoicing to another product.

Cons: There isn't much to not like about QuoteWerks. In my scenario it requires my accounting package (QuickBooks) to be open for its integration to work correctly. This means that each QuoteWerks user needs a QuickBooks license also. I understand why it has to be done so I am not complaining all that much. I am just noting that if there was a different way to do it I could save on some QuickBooks licensing.

QuoteWerks User Review.

Aug 24, 2018
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: QuoteWerks has turned our quotes from mediocre at best interaction with our customers, to a very professional looking and branding document.

Cons: The template interface should be easier.

Especially with pictures.

Overall: Our quotes look much more profession!

Complete and easy to use

Aug 24, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Simple to install, a snap to hook to my GoldMine CRM, upgrades are always straightforward

Cons: Difficult to synchronize a standalone when offsite - minor issue though

Overall: Quotes and followups no longer fall through the cracks (like they did when made in Word / Excel).

Capterra-loader

Such a time saver for getting out quotes and I love how it integrates with my Act! database.

Apr 25, 2018
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: The way it works with Act! Easy to stay on top of my opportunities. Also the support is excellent.

Cons: It's so powerful that it can be a little complicated to get started but well worth it. Setting up remote users is not the easiest.

Simple and Fast

Aug 28, 2018
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Is very easy to use and very fast

The customer is able to make changes and add notes

Cons: be able to space the rolls for better viewing

Overall: We can so quotes very fast and easy for the customer to review, make changes and add notes

Capterra-loader

Outstanding "off-the-shelf" solution to sales organizations

Aug 24, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Extremely malleable to many industries. Can pretty much tailor the software to almost any product-oriented sales company's needs.

Cons: Maybe too much focus on the computer components industry.

This tool has raised our sales game and has helped present a much more polished proposal to.

Apr 25, 2018
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: I like that I can easily add items. I can track revisions and I can separate items on the proposal itself. It makes for a easy to follow proposal for the client.

Cons: My biggest gripe is that I still can't import my Dell proposals it really makes it difficult to have to cut and paste each quote I get from Dell.

Overall: See review!

Very helpfull

Aug 24, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: The software is easy enough to use. Great for quoting projects

Cons: The number of characters we are allowed to use on the text fields.

Great software

Aug 24, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Integration with other software and ease of use.

Cons: Couldn't find way to increase font size within program

Overall: great

Great tool

Aug 28, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Easy to use and interfaces well with other programs

Cons: Not very many user friendly automation processes

This product has saved me huge amounts of time!

May 24, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: I like the integration with Autotask as well as Connectwise and its ability to push data to Quickbooks.

Cons: The only con I have so far has been related to getting the vendor integration working but it was no fault of Quotewerks, it is just due to the nature of using the API

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.

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.

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).

Confusing to use

Aug 28, 2018
3/5
Overall
1 / 5
Ease of Use
2 / 5
Features & Functionality
3 / 5
Value for Money
Likelihood to Recommend: 2.0/10 Not
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Pros: Ability to put in all your product and customer data

Cons: Inability to synch said data with our business system (BusinessVision) and CRM (Zoho)

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.

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.

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.

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.

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.

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.

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 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.

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!

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.

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

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.

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