QuoteWerks

4.6 (191)
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Quoting & Proposal CPQ Solution Integrating w/ Your Systems

Overall rating

4.6 /5
(191)
Value for Money
4.6/5
Features
4.6/5
Ease of Use
4.5/5
Customer Support
4.6/5

94%
recommended this app
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191 Reviews

Cedeno
Cedeno
Overall rating
  • Industry: Marketing & Advertising
  • Company size: 201–500 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Configure, Price and Quote Products for 24/7

Reviewed on 2023/06/29

It reduce manual processes when pricing and configuration products and services.

It reduce manual processes when pricing and configuration products and services.

Pros

QuoteWerks makes it seamless to price products and services.It integrates with accounting tools such as QBO to enhance billing and invoicing automation.

Cons

QuoteWerks has never failed me ever since I invested it in my company system.

Elizabeth
Overall rating
  • Industry: Education Management
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Configure, Price & Quote Tool of All Times

Reviewed on 2024/10/13

Payment processing and quote creation are the key benefits.

Payment processing and quote creation are the key benefits.

Pros

QuoteWerks offers tons of customizable templates which makes it super easy to create professional quotes.

Cons

QuoteWerks is cloud-based which demands internet access to perform.

Response from Aspire Technologies

Elizabeth,
Thank you for taking the time to write a review about QuoteWerks. QuoteWerks actually offers a fully cloud, hybrid cloud, or on-premise solution. So, depending on what your needs are, you might be able to run QuoteWerks locally.

Verified Reviewer
Overall rating
  • Industry: Building Materials
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 6.0 /10

Quote and Proposals

Reviewed on 2022/06/14

Pros

Quotewerks has very much dictated our business and workflow for the past 8 years or so. As a quoting tool, it is very powerful. There is a small learning curve and we admittedly do not use all the available features, mainly due to the slightly outdated user interface. The Quote layout designer is very powerful especially if you have a developer that knows how to build out the templates.

Cons

The overall user experience and interface could be improved as it is not overly friendly. Better support documentation would also help improve the knowledge of the software and what it can do.

Response from Aspire Technologies

Thank you for taking the time to review QuoteWerks and being a member of the QuoteWerks Community for over 8 years.

The interface of QuoteWerks is evolving on the QuoteWerks Web side while still keeping key elements from QuoteWerks Desktop to limit training and retraining.

As far as documentation, there are quite a few videos (https://www.quotewerks.com/video.asp) on our Website and also extensive training documentation (https://www.quotewerks.com/helpfilelatest/qwhelp.htm?quotewerksmainhelp.htm). If there is something that you would like to see added or if there is something you need clarification on, please feel free to reach out to our technical support team (https://www.quotewerks.com/support.asp).

Charity
Overall rating
  • Industry: Mechanical or Industrial Engineering
  • Company size: 51–200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

CPQ Program that I Highly Trust: QuoteWerks

Reviewed on 2024/11/11

Pros

QuoteWerks is versatile for all sorts of businesses. I like how it saves time by automating proposals and sales quotes creation.

Cons

To leverage the power of CRM, it demands to be integrated with external services. The process of integrating is much simple anyways, so basically it’s like QW is flawless to me.

Carolyne
Overall rating
  • Industry: Utilities
  • Company size: 51–200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

C.Gathoni Views on QuoteWerks Based on 2+ Years Experience

Reviewed on 2024/10/16

QuoteWerks has reduced manual errors by streamlining quoting processes.

QuoteWerks has reduced manual errors by streamlining quoting processes.

Pros

QuoteWerks for over two years now has been the main backbone tool for creating sales quote and proposals.

Cons

Data synchronization with other systems lag behind sometimes.

Response from Aspire Technologies

Carolyne,
Thank you for taking the time to review QuoteWerks. For the Synchronization that you mentioned, have you spoken with our Technical Support? https://www.quotewerks.com/support.asp

They may be able to assist you depending on what you are synchronizing with.

Tonie
Overall rating
  • Industry: Hospitality
  • Company size: 201–500 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

QuoteWerks: Most Robust CPQ Program of this Era

Reviewed on 2024/11/27

Pros

QuoteWerks allows me to save time by automating quoting, pricing and configuration of products and services in real-time.

Cons

I rarely come across challenges when using QuoteWerks.

Yahaya
Overall rating
  • Industry: Management Consulting
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Let’s Quote Works with QuoteWerks

Reviewed on 2024/10/29

Configure, price and quotation of products and services is what I relish most with QW.

Configure, price and quotation of products and services is what I relish most with QW.

Pros

The most influential and crucial aspect about QuoteWerks is the availability of artificial intelligence capability which makes it super easy to create sales quotes and proposals.

Cons

I have been using QuoteWerks for quite long now and I barely come across any glitch.

Victoria
Overall rating
  • Industry: Law Practice
  • Company size: 201–500 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Generating quotes and proposals with ease

Reviewed on 2024/11/26

Pros

I like how it creates quotes and proposals in just a few minutes.
Very pocket friendly to it’s users.

Cons

So far i have no problems while using it.

Ofodu
Overall rating
  • Industry: Investment Management
  • Company size: 201–500 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

QuoteWerks: Price Configurator

Reviewed on 2023/11/21

Pros

There’s nothing daunting like quoting and pricing products and services. In my Investment Management industry, QuoteWerks reduce manual workflow by automating pricing and quoting.

Cons

Truth be told, QuoteWerks suit all my needs whenever I turn to it.

Fridah
Fridah
Overall rating
  • Industry: Graphic Design
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Discount & Price Management for Graphic Design Services

Reviewed on 2023/07/05

Margin management for products and services.Pricing and cost calculations.

Margin management for products and services.Pricing and cost calculations.

Pros

QuoteWerks makes it easy to price, quote and configure services in our agency.

Cons

QuoteWerks has nothing to do with flaws since it meets my needs.

Kristin
Overall rating
  • Industry: Financial Services
  • Company size: 51–200 Employees
  • Used Weekly for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Sales Quoting that Werks: QuoteWerks

Reviewed on 2023/08/27

QuoteWerks enables me to create professional quotes and know when customers view them.

QuoteWerks enables me to create professional quotes and know when customers view them.

Pros

Through QuoteWerks, I am able to eradicate errors and misquotes by ensuring every document is accurate. In addition, QuoteWerks streamlines the entire process of sales pipeline via pricing and quoting.

Cons

QuoteWerks lack some features such as accounting tools. That way, I was forced to integrate with accounting tools.

Makandi
Overall rating
  • Industry: Hospitality
  • Company size: 51–200 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Magnificent and superlative Quote Management and CPQ Tool.

Reviewed on 2023/11/20

Pros

This tool helps to streamline and automate sales process thus increasing productivity and efficiency.It is fast to create and send custom sales proposals and quotes to our clients with QuoteWerks.

Cons

It delivers excellent performance I lack any limitation with QuoteWerks.

Tiwalola
Overall rating
  • Industry: Investment Management
  • Company size: 201–500 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Quotewerks is an incredible and outstanding tool that elevates the quoting process.

Reviewed on 2023/11/29

Pros

I like the ability to integrate with other applications such as accounting softwares and CRM. It is very easy to price and discount products with this great application. I like how it makes sales pipeline easier by creating, tracking and delivering customers interactions in real-time.

Cons

There is nothing that let me down or disappoint me while using Quotewerks.

Verified Reviewer
Overall rating
  • Industry: Information Technology & Services
  • Company size: 2–10 Employees
  • Used Monthly for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Decent Quoting Software with Good Integration

Reviewed on 2023/06/15

Pros

Our QuoteWerks integrates directly with our PSA, Connectwise, to provide a seamless transition from Sales to Ops.

Cons

Could be a bit more user friendly, but overall not bad at all!

Samson
Overall rating
  • Industry: Financial Services
  • Company size: 501–1,000 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

An efficient tool for Quoting Solution for Small Businesses

Reviewed on 2023/03/27

Quotewerks offers a range of features to help small businesses streamline their quoting process....

Quotewerks offers a range of features to help small businesses streamline their quoting process. Its ease of use, integration capabilities, and flexibility make it a solid choice for businesses that want to save time and increase efficiency.

Pros

Quotewerk is intuitive and easy to navigate, even for users who are not tech-savvy. The interface is clean and uncluttered, which makes it easy to find the features you need.

Cons

Quotewerks can be a bit expensive compared to other quoting software solutions

Cheryl
Cheryl
Overall rating
  • Industry: Health, Wellness & Fitness
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

We ♥ QW!

Reviewed on 2018/08/24

We use QW for all sales quotes that are generated in our office. Prior to QW, quote writing was...

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.

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. .

Anthony
Anthony
Overall rating
  • Industry: Consumer Goods
  • Company size: 501–1,000 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Complete solution for managing proposals and quotations

Reviewed on 2022/11/12

This solution has versatile capabilities for our customers to receive the most professional...

This solution has versatile capabilities for our customers to receive the most professional proposals. It allows to obtain professional quotations in an optimal and simple way.

Pros

Allows you to receive notifications to let you know when customers view quotes. Facilitates the creation of proposals and quotations with modern and professional styles. A wide variety of templates are available, which can be easily customized. Seamlessly integrates with our CRM. Provides the ability to obtain electronic signatures from customers quickly and easily.

Cons

This solution offers versatile options to create quotes, the only thing I don't like is the price which is a bit high.

Rob
Rob
Overall rating
  • Industry: Mechanical or Industrial Engineering
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

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

Reviewed on 2018/04/25

Saved time; provided a professional appearance to our out-bound quotes; easily integrated with our...

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.

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.

Jimmy
Overall rating
  • Industry: Online Media
  • Company size: 501–1,000 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Robust, intuitive, flexible and very integrated product that improves customer experience.

Reviewed on 2022/11/14

Quotewerks is a great platform that help us create sales quotes,proposal, submit orders electronical...

Quotewerks is a great platform that help us create sales quotes,proposal, submit orders electronically and can still monitor order status with the shipping serial number.The platform is understandable and so robust with great features that provide user with great experience.

Pros

It integrates with over 40 software very easily and smoothly. Enhance simplified quote creation process. Its quick and easy to create delivered PDFs.it provide professional looking Quote that can be easily presented to customers. The software interface is simple and easy to create proposal of any complexity. It saves time by minimizing time spent on preparing business proposal. Its dashboard 8s easily navigable and very easy to understand providing real-time information on quotes and orders. Electronic signatures to customers, minimizing paperwork and eliminate some manual process saving much time. I really like the changes made on reporting functionality

Cons

I really like how this product is easy yo install, setup and run in Just few clicks. Quotewerks is so amazing and I have no notable weakness on this product

Leonard
Overall rating
  • Industry: Online Media
  • Company size: 501–1,000 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Incredible quoting tool that is super intuitive and constantly upgrading its features.

Reviewed on 2022/11/09

Qoutewerks is one of the best configuration pricing quoting software that any company aiming to...

Qoutewerks is one of the best configuration pricing quoting software that any company aiming to create easily its sales quotes and proposals should have. It integrates with CRM software like quickbooks, HubSpot and Salesforce is of high notch. This is the best tool for giving customers perfect breakdown of their purchase.

Pros

It's simple interface is so tramedous hence smoothly configuration. Customer Cam easily compare our prices vs products. Its low learning curve make it user-friendly moreso to stuff and employees who aren't technology letrate.The dashboard 8s easily navigable saving us much time as a team. It support team is much responsive and ready for any assistance required regardless the time you contact them. Easy creating of customizable quotes and proposals has smoothened our quoting processes

Cons

The only issue that i can address on is pricing. I wish the pricing was made more pocket friendly and economical favouring both large and small scale businesses. In all this product has been so awesome to me and my team.

Verified Reviewer
Overall rating
  • Industry: Information Technology & Services
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 9.0 /10

Quotewerks

Reviewed on 2019/05/07

Pros

Many quoting option formats. I like the integration with 3rd party distributors for pricing.

Cons

The limit of 5 quotes open at a time has always been a real pain. I also wish there was a way to visually split the one time purchases from the recurring options.

Response from Aspire Technologies

Thank you for taking the time to leave a review! We really appreciate it.

We wanted to let you know that you can change the setting to have up to 10 quotes open at a time and we do have a few different ways to visually split one-time vs. recurring payments using Section Headers, Headings lines, comments, and other options.

If you'd like more information, please contact our support team and they can provide that information to you.

Michael
Michael
Overall rating
  • Industry: Computer Hardware
  • Company size: 51–200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

QuoteWerks - Great for Small Business

Reviewed on 2018/12/04

We use it to sell digital signage and software. We have been a customer for about 13 years and...

We use it to sell digital signage and software. We have been a customer for about 13 years and recently upgraded to the 2018 version, version 5.0. I am the admin and manage the users in the system along with their rights and privileges.

Pros

Easy to use. Can manage many product lists and it is very detailed. this includes photos and even linking for easy quote building.

Cons

Lots of areas to get lost, many sub menus. Might take some time to get up to speed if you haven't used it before. Initial training can be lacking. Building a template is not user friendly. Requires database cleanup as it will slow down if you don't.

Stella
Stella
Overall rating
  • Industry: Financial Services
  • Company size: 5,001–10,000 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

A vital,stunning and thrilling Quoting and Proposal Management software.

Reviewed on 2022/11/20

Pros

Through QuoteWerks,it's possible to generate and send sales quotes and proposals more efficiently.Accurate quotes can be created used this as well.I like how it's simple and fast to create and manage purchase orders.Finally,sales lifecycle can be streamlined and automated using QuoteWerks and this improves efficiency and productivity.

Cons

I got no doubt that QuoteWerks is the best Quote and Proposal Management software that I have used so far and it never disappoints me.

Maurice
Overall rating
  • Industry: Information Technology & Services
  • Company size: 201–500 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

"'The best platform to increasingly purchase and our quote products. "'

Reviewed on 2022/09/28

I find this platform to be the simplest in quoting.It so impressive in that delivery of quotes is...

I find this platform to be the simplest in quoting.It so impressive in that delivery of quotes is fast to clients. Track purchase is highly enhanced by QuoteWerks.Am quite impressed.

Pros

There are massive features that make this platform a great quoting tool. Some of them includes;
>The tool helps save more time while solving tasks.
>There is simplicity in quoting products.
>The user interface is so flexible with such great customizable templates which are different too.
>There are live updates to prices from vendors. This is so impressive.

Cons

A quite expensive subscription. This really makes it hard for us some times.

Response from Aspire Technologies

Maurice,
Thank you for taking the time to review QuoteWerks! I noticed that you mentioned subscription costs. QuoteWerks is offered in both subscription and traditional software licensing. If you have questions about QuoteWerks pricing, please feel free to give us a call or send us an email!
https://www.quotewerks.com/contactus.asp

Danielle
Overall rating
  • Industry: Information Technology & Services
  • Company size: 2–10 Employees
  • Used Weekly for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

QuoteWerks 2022

Reviewed on 2022/03/25

Pros

The program is fairly simple to use. I was able to quickly train our new hire on how to use the program in a short period of time. I was able to create custom templates for regularly used contracts and orders so I don't have to waste time starting from the beginning each time. Also the fact I can add my start and end date is huge deal for contract quotes. You can also add your own terms and conditions document. They have the best support team I've ever worked with.

Cons

Setting up email connector wasn't easy for us. AT one point we had to download the quote pdf and email it because our didn't work. It works now with QuoteValet and I'm forever grateful! So much more professional/