QuoteWerks

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, Google Contacts, 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.

Pricing starting from:

US$15,00/one-time

  • Free Trial
  • One Time License

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.

  • Devices

    Business size

    S M L

    Markets

    Australia, Canada, United Kingdom, United States

    Supported Languages

    English

    Pricing starting from:

    US$15,00/one-time

    • Free Trial
    • One Time License

    Images

    Create, edit, and view quotes from anywhere using a web browser
    Use Etilize Search to locate distributor products
    Find a ConnectWise contact by searching the company name
    View document information including document number, status, and type
    Preview, print, email or upload quotes to QuoteValet
    Deliver quotes via email
    Search products by manufacturer, description or keyword
    View 8 more
    QuoteWerks video
    QuoteWerks video
    QuoteWerks screenshot: Create, edit, and view quotes from anywhere using a web browser QuoteWerks screenshot: Use Etilize Search to locate distributor products QuoteWerks screenshot: Find a ConnectWise contact by searching the company name QuoteWerks screenshot: View document information including document number, status, and type QuoteWerks screenshot: Preview, print, email or upload quotes to QuoteValet QuoteWerks screenshot: Deliver quotes via email QuoteWerks screenshot: Search products by manufacturer, description or keyword

    Features

    Total features of QuoteWerks: 58

    • API
    • Access Controls/Permissions
    • Accounting Integration
    • Activity Dashboard
    • Activity Tracking
    • Approval Workflow
    • Audit Management
    • Audit Trail
    • Automated Quoting
    • Billing & Invoicing
    • Bills of Material
    • CRM
    • Cataloging/Categorization
    • Client Portal
    • Collaboration Tools
    • Contact Database
    • Contact Management
    • Content Library
    • Contract/License Management
    • Credit Card Management
    • Customizable Branding
    • Data Import/Export
    • Data Transformation
    • Digital Signature
    • Discount Management
    • Document Management
    • Document Review
    • Document Templates
    • Electronic Signature
    • Email Management
    • Estimating
    • Forecasting
    • Knowledge Base Management
    • Opportunity Management
    • Pipeline Management
    • Preview Functionality
    • Price and Cost Calculations
    • Pricing Management
    • Product Catalog
    • Product Configurator
    • Product Data Management
    • Proposal Generation
    • Purchasing & Receiving
    • Quotes/Estimates
    • Real Time Data
    • Reminders
    • Renewal Management
    • Sales Reports
    • Search/Filter
    • Shipping Management
    • Template Management
    • Templates
    • Third Party Integrations
    • User Management
    • Version Control
    • Video Management
    • Workflow Management
    • eCommerce Management

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    Reviews

    Overall rating

    4,4 /5
    (78)
    Value for Money
    4,4/5
    Features
    4,2/5
    Ease of Use
    4,3/5
    Customer Support
    4,5/5

    Already have QuoteWerks?

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

    Write a Review!
    Showing 5 reviews of 78
    Garry A.
    Overall rating
    • 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

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

    Reviewed on 2017/12/05

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

    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.

    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.

    Cheryl M.
    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. .

    Norm B.
    Overall rating
    • Industry: Construction
    • 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 2.0 /10

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

    Reviewed on 2018/03/08

    It makes quotes and sends quotes to customers. Offers the ability to make revisions to quotes and...

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

    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.

    Wayne S.
    Overall rating
    • Industry: Computer Hardware
    • 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

    Quotewerks Helped Our Company Grow!

    Reviewed on 2018/08/24

    Our business model focuses on providing an outsourced procurement staff. I can honestly say we...

    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.

    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.

    Rob R.
    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.

    Showing 5 reviews of 78 Read all reviews

    QuoteWerks FAQs

    Below are some frequently asked questions for QuoteWerks.

    QuoteWerks offers the following pricing plans:

    • Starting from: US$15,00/one-time
    • Pricing model: One Time License
    • 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.

    We do not have any information about QuoteWerks features

    QuoteWerks has the following typical customers:

    Self Employed, 2-10, 11-50, 51-200, 201-500, 501-1 000, 1 001+

    QuoteWerks supports the following languages:

    English

    QuoteWerks supports the following devices:

    QuoteWerks integrates with the following applications:

    Act!, Amazon EC2, Autotask PSA, ConnectWise Manage, Gmail, GoldMine Premium Edition, Google Contacts, Kaseya BMS, Microsoft Azure, Microsoft Excel, Microsoft Outlook, Microsoft Word, QuickBooks Online Advanced, Quickbooks Online, Sage 50cloud, Salesforce Sales Cloud, SugarCRM

    QuoteWerks offers the following support options:

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

    Related categories

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