QuoteWerks

Overview
Product	Rating	Most Used By	Product Summary	Starting Price
QuoteWerks	Score9.4 out of 10	N/A	QuoteWerks is specialized Configuration Pricing Quoting (CPQ) software that can be used in every industry to create sales quotes and proposals. The vendor’s value proposition is that rather than relying on Microsoft Word or Excel to create quotes, users can benefit from a tool that is specialized for the task of creating quotes and proposals. QuoteWerks integrates with the user's existing CRM software and distributors. With QuoteWerks users can also submit orders…	$15 per user/per month

Pricing

QuoteWerks

QuoteWerks Standard Edition: $15
per user/per month
QuoteWerks Professional Edition: $20
per user/per month
QuoteWerks Corporate Edition: $29
per user/per month

Pricing Offerings
QuoteWerks
Free Trial
Yes
Free/Freemium Version
No
Premium Consulting/Integration Services
Yes

Optional

The QuoteWerks license count is based on concurrent usage so while you may have 5 users using it, you may only need to purchase 2 licenses. The QuoteValet license count is based on daily maximum number of unique users. In addition to monthly and annual subscriptions, one-time, up-front purchasing options for edition and realtime licenses are available which include volume pricing discounts. Invest up-front and pay minor maintenance fees annually. Please contact QuoteWerks Sales at sales@quotewerks.com or 407-248-1481 to answer any questions or to obtain a personalized quote.

Community Pulse
Key User Insights
	QuoteWerks
Considered Both Products	Aspire Technologies, Inc. Suzanne Lewis Former President in Sales at Book Systems, Inc. (Computer Software, 51-200 employees) Chose QuoteWerks We used to use QwikQuote back in the late 90's and early 2000's. While it was pretty easy to use, it didn't have all the bells and whistles that QuoteWerks has to offer. I don't remember why we stopped using it, but we ended up writing our own quoting software. The home grown … Incentivized Helpful? Corey Penny Sales Coordinator in Sales at Orion Integration Group (Information Technology & Services, 11-50 employees) Chose QuoteWerks None QuoteWerks is all we use Incentivized Helpful? Chris Beck Sales and Operations Manager in Sales at ANGLIN EQUIPMENT/CJM (Automotive, 11-50 employees) Chose QuoteWerks We used Excel for quoting before finding QuoteWerks. Excel was time-consuming and errors occurred often with bad or broken formulas and then we still had to manually transfer the quote. QuoteWerks has made quoting quick and easy. It has also made converting quotes to orders in … Incentivized Helpful? Aaron Benson Phone Sales in Sales at Mt Pleasant Hyundai (Automotive, 501-1000 employees) Chose QuoteWerks QuoteWerks just seems to make more sense for this application than the others. They are great CRM's but they can be quite limited in functionality when it comes to actual quotes, breakdowns, and totals. They leave you pretty much doing it manually, and because of that, … Incentivized Helpful? Verified User Chose QuoteWerks Zomentum is slightly more "friendly" looking but, not as widely used by industries, therefore not as useful. QuoteWerks has more hard features and many that I don't use but would be useful to bigger or more hard users. QuoteWerks could do with a light version for simplified … Incentivized Helpful? Shivam Shrivastava Technical Consultant in Customer Service at Edureka (E-Learning, 201-500 employees) Chose QuoteWerks The major reason to go with the QuoteWerks was due to pricing as compared to its competitors which involves the production of the sales made easy as well as easy to use in order to work on the production and cloud migration made easy in order to go with it and resolve the … Incentivized Helpful? Justin Gipp Senior Accountant in Finance and Accounting at Ryan & Wetmore, PC (Accounting, 11-50 employees) Chose QuoteWerks Both this software were similar in what they do and pricing, however, the QuoteWork software in my opinion does a better job recording and tracking communications between personnel and clients. QuoteWerks also gives a lot of data that might seem like overkill, but having too … Incentivized Helpful? Kevin Fisherkeller Volunteer in Professional Services at Chateau Retirements (Hospitality, 51-200 employees) Chose QuoteWerks While I was not a part of the decision-making in either of these tools, I believe QuoteWerks gave us the ability to work with a broader audience than BlueSnap. Incentivized Helpful? Jay Dixon Managing Partner in Information Technology at Coretechs (Information Technology and Services, 11-50 employees) Chose QuoteWerks QuoteWerks comes at a much better price. Incentivized Helpful? Tim Berman Co-Founder and Growth Evangelist in Marketing at Big Red's Equipment Sales (Retail, 11-50 employees) Chose QuoteWerks QuoteWerks is extremely robust. Its CPQ is what attracted me to it, especially since it can read MS Access and MS SQL Server databases. We connected it with Infinity so we could quote our inventory in real-time. Incentivized Helpful? Jonathan Hozeska Partner in Information Technology at Network Services Group (Computer & Network Security, 1-10 employees) Chose QuoteWerks We have used several other quoting methods and none are as efficient. The fact that the software is installed locally and not a cloud only product makes quote entry much faster. Incentivized Helpful? Verified User Chose QuoteWerks Our primary alternative was to create our own quoting database using Microsoft Access. QuoteWerks is basically an better version of what we could have built. Incentivized Helpful? Catherine Foti Inside Sales in Sales at Clean Air Company Inc. (Mechanical or Industrial Engineering, 1-10 employees) Chose QuoteWerks I have been working with QuoteWerks so long the last things I used were Word and Excel for making quotes for customers and this is hands down better than either of those. Incentivized Helpful? Verified User Chose QuoteWerks At the time that we selected QuoteWerks there was not quoting software "married" to ConnectWise. We viewed both products and since the products were very similar we chose the product that more closely fit our budget. QuoteWerks fit the bill. Incentivized Helpful? Nikkii Kashub Front Line Account Manager in Sales at SofterWare, Inc (Computer Software, 51-200 employees) Chose QuoteWerks Both software options have different strengths. I prefer QuoteWerks for how easy it is to customize a quote and add in appropriate discounts, as well as having multiple quotes per account. I prefer Drawloop because it's embedded into Salesforce. Drawloop takes much longer to … Incentivized Helpful? Angela Heid Office/Purchasing Manager at Think Tank NTG (Computer Networking, 11-50 employees) Chose QuoteWerks The price point and licensing model was better than Quosal. That was one of the main deciding factors because based on the demos/webinars many of the features were the same. Incentivized Helpful? Ian Mothersill Business Development / Account Executive in Sales at SmartEdge Networks (Computer Hardware, 1-10 employees) Chose QuoteWerks I used Netsuite a number if years ago and it was nowhere near as good. It was slow, cumbersome, and if your Internet connection burped for a moment you lost everything - no sessions persistence + no autosave was not a good combination. There was also no usable import tool. … Incentivized Helpful? Eric Wakkuri Vice President in Information Technology at DS Tech (Computer & Network Security, 11-50 employees) Chose QuoteWerks We left Quosal for QuoterWerks and now receive better support and a faster product. Incentivized Helpful? Verified User Chose QuoteWerks It's a better value for money and does the same thing as the much more expensive competitor... Incentivized Helpful? Jennifer Shannon Office Manager in Information Technology at Pearl Soltutions Group (Information Technology and Services, 11-50 employees) Chose QuoteWerks QuoteWerks is a lot less expensive and easy to customize. We chose QuoteWerks based on price and reviews. We also chose QuoteWerks based on the customer service of the sales associate. You seem to get lost in the system with CNET. Incentivized Helpful? Nathaniel Bannister Director of IT Services in Information Technology at Stevens Communications Inc. (Information Technology and Services, 1-10 employees) Chose QuoteWerks We elected to go with QuoteWerks due to it's lower total cost. ConnectWise Sell would have been markedly more costly for us to allow our entire team to use it when it is uncommon for more than one of us to be using it at a time. Incentivized Helpful? Sue Scott Account Executive in Corporate at Sonit Systems Inc. (Information Technology and Services, 11-50 employees) Chose QuoteWerks QuoteWerks maybe a little less user-friendly than ConnectWise Sell, however, the price is much less and we felt we didn't need anything different. One of the features in ConnectWise Sell was that you could send to a customer for auto approval, but we rarely need to do that for … Incentivized Helpful? Peter Heinicke CEO in Corporate at Precision Computer Methods Inc. (Computer Software, 1-10 employees) Chose QuoteWerks Quotewerks is like its name, it's really good at making quotes and making sure you are quoting competitively sourced IT goods. The other things like full CRM, full PSA, full accounting, will require you to buy something else in addition. so you get this functionality. It's also … Incentivized Helpful? Verified User Chose QuoteWerks We have reviewed Quosal (ConnectWise Sell). The quoting process is better on looking pretty, but it has a multitude of flaws that done help with accomplishing what actually needs to happen. QuoteWerks accomplishes anything that we need it to do, and if it's short on those … Incentivized Helpful? Verified User Chose QuoteWerks I haven't evaluated any other products. I am just the user. Incentivized Helpful?
	Would buy again
	No answers on this topic
	Delivers good value for the price
	No answers on this topic
	Happy with the feature set
	No answers on this topic
	Lived up to sales and marketing promises
	No answers on this topic
	Implementation went as expected
No answers on this topic

Features

QuoteWerks

Comparison of CPQ features of QuoteWerks
Feature	QuoteWerks 9.3 32 Ratings
Quote sharing/sending	9.032 Ratings
Product configuration	10.032 Ratings
Configuration options	9.532 Ratings
Pricing rules	9.026 Ratings
Price adjustment	9.532 Ratings
Purchase history and open contracts	10.027 Ratings
Guided selling/Sales portal	9.021 Ratings
CPQ reporting & analytics	8.521 Ratings
CPQ-CRM integration	8.627 Ratings
Attachments to quotes	9.530 Ratings
Order capturing	10.012 Ratings

User Ratings
	QuoteWerks
Likelihood to Recommend	9.5 (48 ratings)
Likelihood to Renew	10.0 (21 ratings)
Usability	9.0 (9 ratings)
Availability	6.0 (5 ratings)
Performance	6.0 (5 ratings)
Support Rating	8.9 (9 ratings)
In-Person Training	5.0 (1 ratings)
Online Training	6.0 (1 ratings)
Implementation Rating	9.0 (6 ratings)
Configurability	9.7 (2 ratings)
Ease of integration	9.8 (2 ratings)
Product Scalability	9.0 (3 ratings)
Vendor post-sale	9.9 (2 ratings)
Vendor pre-sale	9.9 (2 ratings)

QuoteWerks

QuoteWerks

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