Community insights

TrustRadius Insights for QuoteWerks are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.

Pros

User-Friendly Interface: Several users have praised QuoteWerks for its user-friendly interface. They have found it intuitive and easy to navigate, allowing them to quickly learn and use the software without any difficulties. Customization Options: Many reviewers have highlighted the customization options offered by QuoteWerks. They appreciate the ability to tailor the software according to their specific business needs, such as customizing forms, adding custom parts, and naming quotes. This flexibility allows them to create personalized quotes that align with their branding and requirements. Integration Capabilities: Numerous users have commended QuoteWerks for its integration capabilities. They find it advantageous that the software can seamlessly integrate with other programs and software they use in their workflow, including CRM systems, sales marketing programs, finance applications, distributors, and more. This integration streamlines their processes and improves efficiency by eliminating manual data entry and enabling a smooth transfer of information between systems. These three pros - user-friendly interface, customization options, and integration capabilities - are frequently mentioned by reviewers as key strengths of QuoteWerks.

Reviews

48 Reviews

QuoteWerks really delivers: from quoting to reporting and exceeds our expectations

Rating: 10 out of 10

Incentivized

June 3, 2023

Use Cases and Deployment Scope

QuoteWerks and QuoteValet are the platforms that our Sales and Accounting Departments use on a daily basis. It is used to prepare/deliver quotes, email quotes to customers/prospects, and to process orders without having to transcribe everything into QuickBooks. We also have it integrated with Sage CRM.

Pros

Easy Quote Building from scratch or from a Quote Template
Easy Quote Delivery to Customers/Prospects
Easy Order Acceptance via QuoteValet for Customers/Prospects
Love the Text Message Notifications about Accepted Quotes in QuoteValet
Integration with QuickBooks for easy transcription of Orders
Love the ability to create Email Template Options when you don't upload to QuoteValet
Love having access to QuoteValet online to make comments back to Customers/Prospects

Cons

It would be great if you could select Drop Down list items using the mouse scroll wheel

Likelihood to Recommend

Book Systems sells Integrated Library Software to all types of libraries. We have had several quoting software programs and by far the learning curve for QuoteWerks is minimal and the program works very well. Because we also have QuoteValet, we don't have to attach quotes to emails which typically keeps them from going into the recipient's SPAM folder. I especially love that you can get text message notifications when customers accept their quotes.

Suzanne Lewis

Former President in Sales at Book Systems, Inc. (51-200 employees)

Vetted Review

15 years of experience

Quote with QuotwWerks

Rating: 9 out of 10

May 31, 2023

Use Cases and Deployment Scope

We use QuoteWerks mainly for quoting out bids to our clients. It is an easy tool and when needing to also use the financing option it is nice to provide that to our clients as well. QuoteWerks addresses multiple business problems as it helps in gaining that prospect client when sending them a professional looking quote for hardware or any services we provide in a timely manner. QuoteWerks makes it easy to do that.

Pros

Financing Options
Etilize to our distributors for pricing
Organization

Cons

Th capability to undo changes
More capable to working with other applications
The template feature would like to be a little more user friendly

Likelihood to Recommend

Quotewerks is well suited for our company as it integrates with our main CRM and that helps in tracking, organizing, and updating quotes and information on all our systems

Corey Penny

Sales Coordinator in Sales at Orion Integration Group (11-50 employees)

Vetted Review

8 years of experience

QuoteWerks - Exceptional

Rating: 10 out of 10

Incentivized

April 28, 2022

Use Cases and Deployment Scope

We use QW for all outside sales proposals and for reoccurring service inspections. QWs integration with QuickBooks is a great time saver. Also, the integration with HubSpot and Salesforce is great too.

Pros

Grouping.
Hidden lines in groups.
Integration with other programs/software.

Cons

Have not found QW not able to do anything I have needed it to.
If I could ask for one thing, QW becoming adding a CRM feature.

Likelihood to Recommend

Amazing software and super easy to use and customizable.

Chris Beck

Sales and Operations Manager in Sales at ANGLIN EQUIPMENT/CJM (11-50 employees)

Vetted Review

15 years of experience

View profile

QuoteWerks is the best alternative for quoting products online

Rating: 9 out of 10

Incentivized

February 13, 2022

Use Cases and Deployment Scope

QuoteWerks is, in theory, the best quoting tool on the market today. Quotes can be used from many customizable templates that QuoteWerks provides us with according to our requirements. It has an amazing integration feature with excellent third-party software (e.g., ConnectWise, which saves us a lot of time and money). QuoteWerks is the best ally for us to have everything in order and be able to send all our already quoted documents smoothly and make our clients feel satisfied.

Pros

QuoteWerks gives us the possibility to choose which lines we can use for each order and which of these lines will be projected at the time of final printing.
QuoteWerks has the facility to adjust many factors within its work panel, which makes it easy to quote in one or several windows.
QuoteWerks gives us the option to create groups or assemblies within the same project and this does not affect the prices that are handled within the monthly invoice.

Cons

They should give a trial period of at least 15 days so that novice customers can choose QuoteWerks without any inconvenience, as it is a big disadvantage for those who have no knowledge of this great software.
QuoteWerks customer service sometimes takes longer than the mandatory 72 hours to respond, which slows down work when quick solutions are needed.
When reorganizing quotes, we would like to have the ability to drag an entire group thanks to the header that is configured for each group.

Likelihood to Recommend

Thanks to QuoteWerks, we have been able to move away from complex spreadsheets, which make it very cumbersome to be able to quote freely under a large number of items. We have been able to assemble the power of QuoteWerks to quote multiple reports and overcome those complex situations. QuoteWerks is well worth the investment of time and money and we highly recommend it.

Luisana Pacheco

Principal in Customer Service at Princeton HR Insight LLC (1001-5000 employees)

Vetted Review

1 year of experience

View profile

Tackle More at Once!

Rating: 8 out of 10

Incentivized

February 11, 2022

Use Cases and Deployment Scope

Being in sales, I often need a way to turn the customer's needs, into financial information. Quotewerks has given me the ability to easily "spell out" all costs associated with the customer's purchase, ensuring a smooth transaction. This saves time for the customers and allows me to take more clients in a day.

Pros

Great tool for giving the customer a perfect breakdown of their purchase
Allows me to stay organized with my follow ups on potential sales
Makes any changes to the customer quote easy, allowing the customer to compare products vs cost

Cons

The learning curve was a little rough, but got easier as I understood.
Sometimes it will glitch when sending an email and say it bounced but the customer really did get it.
The UI isn't the most attractive but I supposed that could be more of a personal preference.

Likelihood to Recommend

There are a lot of times that I can be taking on more than one client at a time, having to run back from one desk to the other with my laptop. QuoteWerks definitely makes it easy to flip back and forth between quotes and manage more than one deal at a time. This is huge for making my day when it is busy.

Aaron Benson

Phone Sales in Sales at Mt Pleasant Hyundai (501-1000 employees)

Vetted Review

2 years of experience

Best in class for professional quotes, interface could be more "friendly looking".

Rating: 10 out of 10

Incentivized

February 7, 2022

Use Cases and Deployment Scope

I use QuoteWerks to send quotes to clients. It allows me to use previous quotes as a template and easily use them again for another quote, as they are always fairly similar. It lets me know when the quote has been read, and questions can be asked or issues raised. it basically saves a load of time and looks more professional.

Pros

It is the best quoting software.
It allows separate lines for labor (our biggest sales).
The user and client can easily go back and fourth.

Cons

The user interface of competitors is slightly more "Modern looking".
A live microsite would be nice for smaller clients.
I would like if it had more personalization to make quotes stand out, videos etc.

Likelihood to Recommend

QuoteWerks is perfect for sending in RFQs to larger OEMs etc. They get a clear picture of how much a job will cost and, most people in management are familiar with how to use it. Finance, management, and higher-ups can also then view quotes easily and sign them off. This means a quicker route to a sale.

Verified User

Consultant (11-50 employees)

Vetted Review

2 years of experience

Good for Hybrid cloud solutions

Rating: 9 out of 10

February 7, 2022

Use Cases and Deployment Scope

QuoteWerks is one of the best useful platform available in the market in order to work on any task it helps in improving Sales Pipeline Transparency also help us to reduce error and misquotes which trends to be integrated for the efficiency leads to the development of any organization in terms of growth.

Pros

Sales pipeline Transparency
Reduce Error and Misquotes
Integrated for Efficiency

Cons

Lack of cloud solutions
Platform dependencies
Not UI friendly

Likelihood to Recommend

It really helps us to create professional quotes and proposals also helps to improve sales pipeline up to dates in order to make Improvements on the platforms,It requires the customisation and provide the accuracy and made the transaction on the purpose and clunky used help with the migration environment.

Shivam Shrivastava

Technical Consultant in Customer Service at Edureka (201-500 employees)

Vetted Review

2 years of experience

View profile

QuoteWerks is a robust tool that improves the customer experience.

Rating: 10 out of 10

Incentivized

February 6, 2022

Use Cases and Deployment Scope

QuoteWerks is a robust tool that demonstrates with tangible results what can be in charge of sales management in conjunction with our CRM, we have noticed that we can create a robust system that can improve work management and without a doubt also improves the customer experience. The sales department is satisfied with the results obtained to date, these results range from simple electronic signatures that speed up the direct relationship with the client and to a complex system such as integration with our CRM. It has the feature of sending notifications of the quotes that we have sent to our clients, this helps to know in detail if the client has read our quote and thus we can send offers according to the characteristics of each client.

Pros

Electronic signatures with customer details speed up processes.
Robust integration with our CRMs.

Cons

Personalization can improve.
Reports need to be more detailed.

Likelihood to Recommend

The sales department is satisfied with QuoteWerks and this generates satisfaction throughout the company. The main recommendation is to use the free trial first in order to know what the goals of each company are according to their size and futuristic vision. QuoteWerks opening easy and robust integration with our CRMs, this also improves workflow. It works as an electronic signature that has improved working time and in general the relationship with our clients because we no longer have to ask the client to print the document and then sign it.

Riley Theressa Mayer

Financial Consultant in Finance and Accounting at General Motors (10,001+ employees)

Vetted Review

2 years of experience

View profile

Very integrated software, simple, streamlines the process of creating quotes and with a great technical support team

Rating: 10 out of 10

Incentivized

February 4, 2022

Use Cases and Deployment Scope

We saw the need to acquire QuoteWerks because our quoting system was very manual. Now with this software, we streamline the entire process. The start-up was done very quickly because it had a customer service that accompanied us at all times, and until the entire installation was ready, they did not leave us, and that made us very happy because we knew that if at any time we needed their help, we called them and they helped us right away.

Pros

We put together quotes very easily and very quickly.
Integrates seamlessly with the sales and accounting team.
The great advantage of QuoteWerks is that it has a very low learning curve. The ease of use makes a novice look like a professional.

Cons

I don't like that it doesn't have a cloud version because if it did, it would make our work easier, we could better integrate it with other software, and we'd get better results.

Likelihood to Recommend

If, at first, you have problems of any kind, you should contact the technical support team. They will be the guarantors of the solution to your problem and will guide you so that it does not happen again.

Bernadette Johnsen

Senior Account Manager in Finance and Accounting at Arrow Electronics (10,001+ employees)

Vetted Review

2 years of experience

View profile

Good for mid to large companies with multiple departments

Rating: 9 out of 10

Incentivized

February 4, 2022

Use Cases and Deployment Scope

QuoteWerks was used for a client to streamline the process of quoting a project, placing the order, and keeping track of dialogue between the people involved. When you have a service that involves several departments in your company, getting everyone coordinated to provide information to complete a sale can be difficult, so Quoteworks helps connect the dots.

Pros

Communication log.
Streamline processes.
Speeds up bidding process.

Cons

Information overload.
Customer Service availability.

Likelihood to Recommend

QuoteWerks is a good software for mid to large-scale companies that has multiple processes to get process quotes and typically works best for a company that has a service or product with several departments that need to talk to each other before a final quote can be given to the customer. Little mom and pop stores where one person handles all processes should not apply.

Justin Gipp

Senior Accountant in Finance and Accounting at Ryan & Wetmore, PC (11-50 employees)

Vetted Review

1 year of experience

View profile

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QuoteWerks is the best alternative for quoting products online

Rating: 9 out of 10

Incentivized

February 13, 2022

Use Cases and Deployment Scope

Pros

QuoteWerks gives us the possibility to choose which lines we can use for each order and which of these lines will be projected at the time of final printing.
QuoteWerks has the facility to adjust many factors within its work panel, which makes it easy to quote in one or several windows.
QuoteWerks gives us the option to create groups or assemblies within the same project and this does not affect the prices that are handled within the monthly invoice.

Cons

They should give a trial period of at least 15 days so that novice customers can choose QuoteWerks without any inconvenience, as it is a big disadvantage for those who have no knowledge of this great software.
QuoteWerks customer service sometimes takes longer than the mandatory 72 hours to respond, which slows down work when quick solutions are needed.
When reorganizing quotes, we would like to have the ability to drag an entire group thanks to the header that is configured for each group.

Likelihood to Recommend

Luisana Pacheco

Principal in Customer Service at Princeton HR Insight LLC (1001-5000 employees)

Vetted Review

1 year of experience

View profile