I've been using QuoteWerks for almost 10 years. It is a solid great standard quoting product that is also very scalable when you have different sales groups / structures using a shared employee or pro... See more
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Buy it yourself if your company will allow you to use it...you will make more $ or get promotions! As a salesman and now manager, I've found that my career has benefitted greatly using Quotewerks and... See more
We have a good experience with QuoteWerks however with some drawbacks due to the fact we use ACT! crm which has limited development from QuoteWerks side and also the ACT! has been developed with conta... See more
Company replied
I was recommended this software from another company. Once you spend a little time you'll find it easy to use. We use the Standard Edition. Pros Cost effective, full of features, easy to upgrad... See more
Company details
Information provided by various external sources
Create professional quotes & proposals in minutes with QuoteWerks® - the Market Leading quoting software solution (CPQ) that integrates with your CRM and Accounting to create a seamless sales process. QuoteWerks is specialized (CPQ) software used in every industry for creating sales quotes and proposals. Rather than using Microsoft® Word® or Excel® to create your quotes and proposals, you can benefit from a tool that is specialized for the task of creating quotes and proposals. QuoteWerks fits into your existing software environment. It works with the software that you store your customer information in like ACT!, ACT! for Web, Autotask, ConnectWise, GoldMine, Google Contacts, Maximizer, MS Dynamics CRM, Outlook, Outlook BCM, salesforce.com, SalesLogix, and SugarCRM eliminating the need to re-type customer information. QuoteWerks also has its own built-in contact database. You can easily import your product information into QuoteWerks. QuoteWerks can link to product database sources like external databases, Excel spreadsheets, or text files. You can also just type product information directly into the quote. If you use QuickBooks or Peachtree, QuoteWerks can even quote products that you have stored in QuickBooks or Sage 50 - US Edition / Peachtree. Our IT Industry Solution provides an integration with Tech Data, Ingram Micro, SYNNEX, D&H and more. You can get real-time pricing and warehouse availability from your vendors and using our QuoteWerks Product Content Subscription (powered by Etilize), customer friendly product descriptions, product images, and marketing descriptions. With QuoteWerks you can also submit orders electronically to your vendors and receive order status with shipping tracking numbers, serial numbers and more. With our QuoteValet® Add-on, you know when your customer views your quote and your customer sign electronically - no more signing and faxing, and can collect credit card payment including deposits. It integrates with your Accounting software like QuickBooks, Sage 50 US Edition / Peachtree, or others through 3rd party Accounting add-ons so when those quotes become orders you don't have to re-enter your orders, and those orders can be submitted electronically to your vendors! All of this eliminates costly mistakes. QuoteWerks has been empowering businesses for over 25 years - increasing their productivity and closing more sales by simplifying and speeding up their price quoting/proposal processes in the office and on the road.
Contact info
7680 Universal Blvd Suite 360, 32819, Orlando, United States
- 407-248-1481
- sales@quotewerks.com
- www.quotewerks.com
4.7
Excellent
33 reviews
No recent history of asking for reviews
This company hasn't invited customers recently, so reviews may not be representative
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Solid product and the customization is…
Solid product and the customization is plentiful. It's suited us well for years.
19 July 2018
Unprompted review
It took us a few years before we…
It took us a few years before we decided to purchase QuoteWerks and I wish we has purchased their product sooner. Very easy to use, has the additional option of letting your clients receive their quote online and QuoteWerks are constantly updating and adding new features to their product. Would highly recommend QuoteWerks to anyone looking to improve the way they sent quotes to their clients.
19 July 2018
Unprompted review
Flexible Quoting Solution
This program has a seldom-found flexibility to adapt according to a specific need. It is more difficult to find a product that is suitable for a manufacturer's representative firm. After extensive searching and trying several products, I have selected QuoteWerks and am most happy with the results.
19 July 2018
Unprompted review
Wonderful Customer service
18 July 2018
Unprompted review
Does everything we were looking for
Does everything we were looking for. Easy implementation and rapid adoption by our users.
18 July 2018
Unprompted review
This product has potential
This product has potential, but I've used Quotewerks for at least 5 - 6 years and the one problem I experience the most is an outdated form editor. It's wonderful that the company feels a need to often tout many updates to the software and over the years not one update has been anything I use. I need a decent form editor so I don't have to regularly spend hours adjusting my forms. When I first started with Quotewerks I paid for a template to match my companies quote form and since I have had to adjust the form for almost every quote. The fields for some reason change position and require tweaking regularly. There is no way to zoom in on the form and select the proper field as they are jumbled together and what is visible in the editor is not what it looks like when looking at the actual form. I don't need the Amazon bundled features. I do general quoting, P.O.'s and invoicing. Fix the horrible editor!
18 July 2018
Unprompted review
Reply from QuoteWerks CPQ
Ron,
Thank you for utilizing QuoteWerks in your business. The layout designer is a flexible tool. It is not a graphic design tool like Abobe Photoshop or InDesign which enables all of our customers with little training to customize and edit their layouts (https://www.quotewerks.com/layouts.asp). For those that prefer Microsoft Word (https://www.quotewerks.com/WordMerging.asp), QuoteWerks has the ability to create quotes and proposals by merging a Word Document.
In the editor, there are options to align a field with another field based on top, Bottom, Left, and Right Edge and also on a Center line (both Horizontal and Vertical) - https://www.quotewerks.com/helpfile/qwhelp.htm?layoutdesignermenucommands.htm.
The other issue that novice layout designers run into is when a field is configured to grow / allow for multiple lines. When this is set and the value of the field has multiple lines, it will push the fields down that are below it. In these cases, it is important that the fields are aligned correctly.
Additional Tips and Tricks: https://www.quotewerks.com/helpfile/qwhelp.htm?layouttipsandtricks.htm
I see that you have contacted QuoteWerks Technical Support. If you have specific questions, we are available to assist.
There are many things you need to work…
There are many things you need to work on, like the template on quote valet. I work in a field that needs to be more flexible when it comes to item selection. The template sets a predetermined selection that I personally can not use for the demand of verity in the demands of my job's purpose is too significant.
18 July 2018
Unprompted review
Reply from QuoteWerks CPQ
Hector,
Thank you for subscribing to QuoteValet - The online quote delivery and acceptance vehicle for QuoteWerks (https://www.quotewerks.com/quotevalet.asp).
The templates for QuoteValet are completely customizable, but do require some CSS/HTML knowledge. We have several samples available and offer Professional Services and Partners that can perform customizations as well.
If you have any questions or would like additional information about Professional Services (https://www.quotewerks.com/pricelist.asp#Professional), please let us know.
Thank you again for using both QuoteWerks and QuoteValet!
We could not run our business without…
We could not run our business without QuoteWerks. It has become an essential part of our sales workflow.
18 July 2018
Unprompted review
Easy to use and helps save time
QuoteWerks is a good stable software package. It helps me in preparing quotes quickly and enables me to choose from various customized quoting formats. The profit margin on each item and on the full quote is also always visible.
18 July 2018
Unprompted review
Great Product.
Great Product.
Seems they have a great product that works as they said it would. We are a construction company using this for the platform, which gives us a great amount of control and the ability to set product databases up the way we specifically need them.
18 July 2018
Unprompted review
QuoteWerks is a flexible tool able to…
QuoteWerks is a flexible tool able to be adapted to any need due to its own scalability and high customizable interface.
18 July 2018
Unprompted review
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