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Informazioni su QuoteWerks
QuoteWerks è una soluzione di gestione preventivi e proposte facile da usare che consente alle aziende di tutte le dimensioni di ottimizzare i loro processi di vendita.
We can quote very easily using the customisable templates according to the requirement. We can easily integrate with third party software like ConnectWise that saves our time and money.
Inability to synch said data with our business system (BusinessVision) and CRM (Zoho).
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Filtra le recensioni (191)

QuoteWerks Works Magic When It Comes to Pricing and Quoting
Commenti: Nothing can hinder me from using QuoteWerks because it has been giving us incredible experiences.
Aspetti positivi:
QuoteWerks facilitates effective quoting and pricing. I like QuoteWerks because I can easily understand all its features.
Aspetti negativi:
It doesn't take any skills to understand all the features of QuoteWerks. I find them so effective.
Love this program!Very helpful!
Aspetti positivi:
I like the fact that it uses web hosted solutions to meet quoted and invoicing solutions for its providers.Additionally,it helps speed the process and standardize costs,sales and margins also managing quotes for new prospects and existing clients is just a breeze.
Aspetti negativi:
No deslike it is a great program and self explanatory.
MANY better products on the market in 2024. Product was great 10+ yrs ago, but they've failed to innovate.
Commenti: This product was great when we first started using it circa 2012. Today, there are MANY more products that integrate seamlessly with our PSA system, it visually appealling to customers, and easier to manage. I do not recommend this platform.
Aspetti positivi:
I do not really like anything about this product.
Aspetti negativi:
The interface is outdated and the database management is cumbersome. It is not user-friendly, it is extremely difficult to train our sales reps and they hate the product. I do not recommend. The only reason why we have not migrated away from this platform is because we've been stuck with it for so long, and the migration away from it would cause us to lose valuable historical data. Additionally, we cannot afford the downtime it would take to migrate away from.
Risposta di Aspire Technologies
mese scorso
Thank you for your feedback. We understand your concerns about QuoteWerks Desktop. We've developed QuoteWerks Web to address these issues. Simplified DB Management: We handle all database management. Seamless Integrations: Integrates with PSA systems. Modern Interface: User-friendly and easy to learn. We understand migration concerns. QuoteWerks Web seamlessly integrates with Desktop, allowing for a smooth transition and data preservation. You can even use both simultaneously. Explore QuoteWerks Web! We believe it will significantly enhance your sales processes. https://www.quotewerks.com/quotewerksweb.asp We'd be happy to schedule a personalized demonstration.
QuoteWerks: Robustious Tool for CPQ that I Have Ever Used
Aspetti positivi:
Creating proposals and sales quotes manually can lead to huge losses. I like that QuoteWerks automates the entire process of quoting procedures.
Aspetti negativi:
QuoteWerks integrates with a wide range of external apps, but the integration process is quite complex mainly for beginners.
Risposta di Aspire Technologies
3 mesi fa
Jacob, Thank you for taking the time to review QuoteWerks! QuoteWerks integrates with over 115 services and solutions. Some do take a little bit to setup depending on how in-depth the integration is. The great thing is that we have lots of documentation, videos, and other training options available. If you have any questions, you can always give us a call or email support to start a ticket: https://www.quotewerks.com/contactus.asp
Quotewerks works like wow!
Commenti: In my line of work am constantly looking to pitch and close deals, so i use it a lot in creating quotes and proposals. It werks perfectly for me in terms of business development.
Aspetti positivi:
For starters, it is easy to deploy, it integrates with many relevant platforms, comes with exceptional phone support. It has a built-in contact base that makes prospects access super easy. Most importantly, its specially built for creating quotes and proposals!
Aspetti negativi:
Subscription is a bit costly, but hey, sometimes one uas got to pay for superior service. For me, the overall advantages it brings far outweigh cost implications.
Quotewerks has been Empowering Business Works!
Commenti: Its made quoting and pitching for business a breeze thanks to its easy implementation and use. Its actually an empowering tool in the sense that it gives you the ammunition to hunt for business and development
Aspetti positivi:
Has lots going for it. Easy implementation, outstanding phone support, dynamic integration range. I like how it's able to project real-time pricing. Does well in creating quotes and proposals in a manner that's straightforward and easy to understand.
Aspetti negativi:
I feel it should improve on quality of end user training. Subscription costs as well. But that's about it.
Configure, Price & Quote Tool of All Times
Commenti: Payment processing and quote creation are the key benefits.
Aspetti positivi:
QuoteWerks offers tons of customizable templates which makes it super easy to create professional quotes.
Aspetti negativi:
QuoteWerks is cloud-based which demands internet access to perform.
Risposta di Aspire Technologies
4 mesi fa
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.
Why I Prefer QW for CPQ
Aspetti positivi:
QuoteWerks automates the entire process of quoting, pricing and configuring products and services which saves time and improve productivity.
Aspetti negativi:
QuoteWerks suits all my needs without posing errors and I use it on a daily basis.
Quotewerks should be a requirement
Commenti: Quotewerks has helped us to customize templates according to the needs that arise trouble freely.
Aspetti positivi:
I love that we are able to generate professional quotes and make our documents look consistent and clear plus it makes our accounting hassle Free as all the information generated is taken directly in our CRM.
Aspetti negativi:
Their is nothing I dislike about this software I like how easy it is to use and navigate
Robust Tool to build Quotes with Very Simple Templates.
Commenti: Overall our revenues and productivity has greatly improved since we implemented Quotewerks 8 months ago.Quotewerks is fun and a tool worth having any day.
Aspetti positivi:
I like that it offers different customizable templates along with a nice flexible user interface, We are able to create quotes and proposals w on the go which is just superb.
Aspetti negativi:
I just wish the subscription was cheaper,apart from that everything else is okay.
QuoteWerks Review
Commenti: It is way too easy to price and discount products with QuoteWerks.
Aspetti positivi:
I like that QuoteWerks makes sales pipeline simple by creating, delivering and tracking customer interactions in real-time.
Aspetti negativi:
There’s no single aspect that let me down when using QuoteWerks.
Quotewerks is an outstanding and fantastic solution for proposals and quotes management.
Aspetti positivi:
Quotewerks is an outstanding and incredible tool for proposals and quotes management. It offers value for money and has a very helpful and reliable technical support team. It works pretty well and smoothly without any errors. Its UI is very smooth and intuitive.
Aspetti negativi:
Quotewerks is amazing, robust and exceptional. It is reliable and inexpensive compared to other alternatives.
QuoteWerks makes quoting an incredible experience.
Commenti: It has been credible and reliable by far.
Aspetti positivi:
What I loved most about QuoteWerks is how it is easy to use when quoting products. The customer support team was helpful and user-friendly during the initial stages of deployment. I also love the ability to create custom templates.
Aspetti negativi:
Honestly, I have not encountered anything negative yet to address. My time with QuoteWerks has been amazing without issues.
Great product that elevates the quoting process
Commenti: Used for about 5 years. Overall, solid product with some great features and functionality.
Aspetti positivi:
The ability to Integrate with other products. Ie. CRM and Accounting software.
Aspetti negativi:
Updating price lists and codes are time consuming
Streamline online proposals management in a great way.
Commenti: Has been great on quote sharing , product configuration and proposals.
Aspetti positivi:
Keeping track of proposals and invoices and ensuring they are accurate.With accurate configuration when it comes to CPQ management.Accurate reporting and analytics and with a variety of configuration options.
Aspetti negativi:
Easy and pocket friendly. Has many templates and great team support.
Very efficient
Aspetti positivi:
The ease to use and manouverThe less costly software
Aspetti negativi:
The free trial leaves alot to be desired by new users
Risposta di Aspire Technologies
2 anni fa
Thank you for taking the time to leave a review of QuoteWerks. If you have suggestions about the free trial, please let us know. The demo of QuoteWerks is fully functional (only time limited) and if you have questions, you can actually pick up the phone and give us a call.

We ♥ QW!
Commenti: 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.
Aspetti positivi:
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.
Aspetti negativi:
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. .

Complete solution for managing proposals and quotations
Commenti: 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.
Aspetti positivi:
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.
Aspetti negativi:
This solution offers versatile options to create quotes, the only thing I don't like is the price which is a bit high.

We are a manufacturer's rep firm and this quote-generation software simplified our system.
Commenti: 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.
Aspetti positivi:
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!
Aspetti negativi:
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.

I have been using for over 10 years, Love it!
Commenti: Quick, easy, and efficient quote to order to invoice process. All of the accounting/crm programs have some type of quoting module but none of them come close to QuoteWerks.
Aspetti positivi:
I love the flexibility of being able to format the quotes the way I want them to look to the customer. The product listing and pricing options are very easy to use, and I can adjust on the fly very easily. Being able to sync with Quick Books Online ia great plus also.
Aspetti negativi:
Needs to be able to send appointments to Google Calendar. They work with Google Contacts and Gmail, why not Calendar?? Some of the features require moving to a higher level package and I am so comfortable with what I have, I have decided to do without. Just what works for me.

A Brobdingnagian, Hard-bitten and Straightforward Proposal Management Software
Commenti: It's inexpensive and a friendly user interface with highly configurable features and functionality.
Aspetti positivi:
It generate accurate sales quotes and proposals thus saving money for the organisation.It can easily integrate with other third party software.One can manage purchases and create orders with Quotewerks.
Aspetti negativi:
This tool has never disappointe Me;Therefore I have no demerits on it and I highly recommend to other organisation to use it.
Risposta di Aspire Technologies
2 anni fa
Thank you for the high praise and for leaving a review, Elizabeth.
Quotewerks for IT
Aspetti positivi:
We have used quotewerks in our IT business for years and it works well for our needs. It has real time pricing from many of our vendors.
Aspetti negativi:
The integration to quickbooks desktop often did not work. We have qbo now and it syncs just fine.
Risposta di Aspire Technologies
6 anni fa
Thank you for taking the time to provide a review of QuoteWerks. I am sorry that your experience with the QuickBooks Desktop integration was not up to our standards. At the same time, I am pleased that you have found the QuoteWerks integration to QuickBooks Online to meet your expectations. If you have questions about QuoteWerks or encounter issues, please feel free to contact QuoteWerks Technical Support via phone or email.

Very good time-saving tool
Commenti: We have been using QuoteWerks for several years, but I still remember the days of creating quotes in Word, which was tedious and time consuming. QuoteWerks made creating quotations and tracking them quick and easy.
Aspetti positivi:
It is quick and easy to create professional looking quotations to send to our clients. It links with GoldMine to aid in tracking quotes and creating follow-up reminders.
Aspetti negativi:
It is more directed to a manufacturing industry than a service industry. Also, the reporting is not very user friendly, although its been recommended we purchase Crystal Reports.
Good Software, a little clunky
Commenti: We use it because all quotes flow into ConnectWise, including products and services. This means we don't have to type things over and can greatly reduce the number of transposition errors. It's also nice to have one spot for a common product database. We use it in a terminal server environment and it works well.
Aspetti positivi:
It's really a great quoting tool. It works well with ConnectWise, and its ability to export to Excel is great.
Aspetti negativi:
The ad-ons, such as Etilize, are OK, but not great. It can be a bit buggy and. The Quote Valet fearute seems nice, but I think it's too expensive.
So useful and very helpful quotation management tool.
Commenti: With Quotewerks it is extremely easy and quick to search for information and a lot of information can be stored for future reference. The best part of it is that it uses cloud storage.
Aspetti positivi:
Quotewerks is the easiest and simplest platform in quoting. I like how it helps save much time while solving tasks and the user interface is so much flexible with great customizable templates. I like how it provides live updates to prices from vendors. Quotewerks is so much helpful, useful and above all it helps us save a lot of time.
Aspetti negativi:
The only disadvantage is the subscription cost which is a little bit higher.
Risposta di Aspire Technologies
2 anni fa
Liam, 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