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
Editions & Modules
QuoteWerks Standard Edition
$15
per user/per month
QuoteWerks Professional Edition
$20
per user/per month
QuoteWerks Corporate Edition
$29
per user/per month
Offerings
Pricing Offerings
QuoteWerks
Free Trial
Yes
Free/Freemium Version
No
Premium Consulting/Integration Services
Yes
Entry-level Setup Fee
Optional
Additional Details
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.
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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 …
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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, …
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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 …
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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 …
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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 …
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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 …
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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. …
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Verified User
Chose QuoteWerks
It's a better value for money and does the same thing as the much more expensive competitor...
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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 …
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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 …
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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 …
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Verified User
Chose QuoteWerks
I haven't evaluated any other products. I am just the user.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
QuoteWerks can be a little clunky at times, but overall is easy to use.
QuoteWerks could be a little more visibly attractive, but it gets the job completed.
QuoteWerks Has added a couple of features that I would rather not see there - a view of all of the open quotes for a customer just muddies up the screen and it asks you if you want to save a quote at the most inopportune times.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
We will renew because QuoteWerks has all the capabilities we require for our business processes and our reps like it. The support is top notch and the pricing model saves us considerable money over SaaS models. I also feel confident that Aspire Technologies will continue to improve and add features
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
In my experience, QuoteWerks is incredibly easy to get started with and very intuitive to putting together your first quote. It also has a depth of features that has not only allowed us to enhance our own internal quote / order / invoice production, but also implemented into other businesses has increased their quote production significantly.
QuoteWerks is a very stable, robust solution. In my experience: bugs in the software are rare; any crashes or system failures are usually due to other infrastructure issues rather than the software itself, i.e. a problem with the network or server, an issue with a.n.other piece of software on the User's workstation that has a knock-on effect on QuoteWerks.
Once set up and running, and particularly when running the more reliable, faster Corporate edition rehosted to SQL Server, then QuoteWerks performs very well. The only reason for the slight mark down here is that QuoteWerks is very sensetive to having a database connection. If there is an issue whereby the connection to the server is lost (network glitch for example) then whereas Outlook (or a.n.other piece of software) might just wait and poll in 30 seconds time, QuoteWerks will crash and potentially a User lose all changes to the document(s) that they were working on.
Quotewerks Support and the UK Distributor here have always been responsive to our requests and in particular helped us out when we need some new functionality which then got added in the next build...this really impressed me and showed that where case was made, they readily embraced it and the new build was completed within 60 days.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
I do not have any key insights on the implementation so I cannot provide any valuable information here. I do know, however, that the process went well when we switched from a old platform to a new hyperconverged solution to host Quotewerks. It seemed to be a quick process and our engineer was able to do so almost seamlessly.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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 much information is better than too little.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
We've implemented QuoteWerks in both micro ("one man band") businesses as well as much larger organisations. With QuoteWerks Corporate editions option to host the backend database on SQL Server (a very powerful and scaleable database platform) it's possible to work effectively with QuoteWerks in an organisation with many 100 Users. The flexibility of the product also lends itself very well to evolving with a growing business and having various individual user configurations to help them work best with the software in their individual role in the organisation.
QuoteWerks definitely allows us to be more responsive to our clients purchasing and planning requirements.
QuoteWerks ease of use and more structured sales quoting process makes it easier to bring new staff on-board and maintain better consistency to our sales quoting approach.
