QuoteWerks

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

About QuoteWerks

QuoteWerks is a web-based configure price quote (CPQ) software solution which enables companies of all sizes to create, edit, and view quotes and proposals online. As a web-based solution, QuoteWerks gives users the flexibility to access and manage quotes on the move using the web browser on any desktop, laptop, mobile or tablet device.

QuoteWerks facilitates complete document management, allowing users to open, edit and create documents through the web. Document templates aim to help users to create documents more efficiently. Document editing tools allow users to insert new line items as well as set line item properties, attributes, deposit amounts, and shipping amounts. Users can also lock and unlock documents, change the DocType, and move single or multiple lines in the quote.

Security restrictions ensure that users can only open and edit quotes, fields, or cells to which they have authorized access. The inbuilt QuoteWerks contact database centralizes contact information, thereby helping users to search for and retrieve contact information easily. Users can also search for contact information stored in ConnectWise, Salesforce, HubSpot, Zoho, and other connected systems, and locate products in native or distributor databases.

Supporting quote delivery, QuoteWerks enables users to preview, print and email quotes online. Other web features include label customizations, column heading customizations, and line item coloring, styling and formatting management.


Key benefits of QuoteWerks

  • QuoteWerks' web features and functionality enable users to access and manage quotes and proposals from anywhere using a web browser.

  • Users can manage documents online with QuoteWerk’s document editing and creation tools, and built-in document templates.

  • A centralized contact database allows users to search for and retrieve contact information.

  • QuoteWerks allows users to deliver quotes by email, and users can also preview, print, or upload quotes to QuoteValet.

  • Users can control access permissions in QuoteWerks, ensuring only authorized users can open and edit quotes and proposals.

  • Images

    QuoteWerks Software - Create, edit, and view quotes from anywhere using a web browser
    QuoteWerks Software - Use Etilize Search to locate distributor products
    QuoteWerks Software - Find a ConnectWise contact by searching the company name
    QuoteWerks Software - View document information including document number, status, and type
    QuoteWerks Software - Preview, print, email or upload quotes to QuoteValet
    QuoteWerks Software - Deliver quotes via email
    QuoteWerks Software - Search products by manufacturer, description or keyword
    View 9 more
    QuoteWerks video
    QuoteWerks video
    QuoteWerks Software - Create, edit, and view quotes from anywhere using a web browser
    QuoteWerks Software - Use Etilize Search to locate distributor products
    QuoteWerks Software - Find a ConnectWise contact by searching the company name
    QuoteWerks Software - View document information including document number, status, and type
    QuoteWerks Software - Preview, print, email or upload quotes to QuoteValet
    QuoteWerks Software - Deliver quotes via email
    QuoteWerks Software - Search products by manufacturer, description or keyword

    Not sure about QuoteWerks? Compare with a popular alternative

    Starting Price

    US$15.00
    month
    US$65.00
    month

    Pricing Options

    Free version
    Free trial
    Free version
    Free trial

    Features

    60
    38

    Integrations

    28
    5

    Ease of Use

    4.5 (191)
    4.3 (3)

    Value for Money

    4.6 (191)
    4.5 (3)

    Customer Service

    4.6 (191)
    5.0 (3)
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    Reviews

    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

    Already have QuoteWerks?

    Software buyers need your help! Product reviews help the rest of us make great decisions.

    Showing 5 reviews of 191
    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.

    Lucy
    Overall rating
    • Industry: Utilities
    • 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 10.0 /10

    Robustious CPQ Program of this Era: QuoteWerks

    Reviewed on 2024/11/12

    Creating proposals and sales quotes is automated by QW which saves time and improve productivity.

    Creating proposals and sales quotes is automated by QW which saves time and improve productivity.

    Pros

    QuoteWerks streamlines quoting processes through workflow automation which reduce human errors and saves time leading to high ROI.

    Cons

    I am a daily user of QuoteWerks for nearly two years and I have never landed into drawbacks.

    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.

    Showing 5 reviews of 191 Read all reviews

    QuoteWerks FAQs

    Below are some frequently asked questions for QuoteWerks.

    QuoteWerks offers the following pricing plans:

    • Starting from: US$15.00/month
    • Pricing model: Subscription
    • Free Trial: Available

    The QuoteWerks Web license is an add-on license to the QuoteWerks Desktop product that grants users access to QuoteWerks through a web browser. If users have purchased real-time licenses, Etilize subscriptions, and/or QuoteValet subscriptions for QuoteWerks Desktop, these features will be accessible in QuoteWerks Web. The QuoteWerks Web access license is $10/month per concurrent user.

    QuoteWerks has the following typical customers:

    Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000

    QuoteWerks supports the following languages:

    English

    QuoteWerks supports the following devices:

    QuoteWerks integrates with the following applications:

    Act!, Amazon EC2, Autotask PSA, Clover, Clover, ConnectBooster, ConnectWise PSA, FedEx Ship Manager, Gmail, Google Contacts, HaloPSA, HubSpot CRM, Kaseya BMS, Maximizer CRM, Microsoft Azure, Microsoft Excel, Microsoft Outlook, Microsoft Word, NMI Payments, QuickBooks Online, QuickBooks Online Advanced, Sage 50cloud Accounting, Salesforce Sales Cloud, Stripe, Stripe Billing, SugarCRM, Zoho CRM, authorize.net

    QuoteWerks offers the following support options:

    Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat

    Related categories

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