#1 most frequent
United States of America
69.2%92 installations of 133
What is QuoteWerks?
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.
Categories & Use Cases
Media
Screenshot of An example of a QuoteWerks Proposal
Top Performing Features
Product configuration
Allows users to configure products and services by selecting bundles, constraints, options, preferences, etc.
Category average: 8.6
Purchase history and open contracts
Provides information about a customer’s previous purchases and current purchase/service agreements, which may factor into new sales or need to be modified to account for new sales.
Category average: 9
Order capturing
Allows the capture of orders of complex services and across multiple customer interaction channels such as - direct sales, contact center, point-of-sales, resellers, and customer self-service.
Category average: 8.8
Areas for Improvement
Guided selling/Sales portal
Provides salespeople with tips, recommendations, or question sequences to help with product configuration and quoting, and/or to assist with cross-sell and upsell.
Category average: 8
CPQ-CRM integration
Integrates to the company’s CRM to update the customer record.
Category average: 9.2
CPQ reporting & analytics
Users can report on and analyze CPQ processes. Metrics may include quoting cycle time, proposal acceptance rates, revenue, etc.
Category average: 7.6
Who Buys & Uses QuoteWerks
#2 most frequent
Canada
10.5%14 installations of 133
#3 most frequent
United Kingdom of Great Britain and Northern Ireland
6.8%9 installations of 133
QuoteWerks really delivers: from quoting to reporting and exceeds our expectations
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
Return on Investment
- Able to create quotes quickly and get them sent to a customer/prospect
- Easily convert quotes to orders and import them into QuickBooks without having to manually create an invoice
- Easily look at the History of a quote using the Properties option on the File menu
Alternatives Considered
QwikQuote
Other Software Used
Sage CRM, Google Drive, Microsoft Office 2016 (discontinued)
Quote with QuotwWerks
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
Return on Investment
- Huge impact
- Positive increase on profit margins
- Helps in all areas of our company
Other Software Used
ConnectWise Automate, Microsoft 365, Adobe Acrobat
Very integrated software, simple, streamlines the process of creating quotes and with a great technical support team
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.
Return on Investment
- QuoteWerks is a necessary software to create quotes and proposals. It will help you throughout the process. It is automated and does not require much prior knowledge. In addition, it is not expensive to acquire, which makes it a software very capable of achieving the objectives that are required.
Other Software Used
Acronis Cyber Backup, Asana, Zoho Books
QuoteWerks is a robust tool that improves the customer experience.
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.
Return on Investment
- The electronic signature has improved the workflow and therefore has generated a positive ROI.
- The reduction of errors is also another decisive aspect to improve ROI.
Good for mid to large companies with multiple departments
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.
Return on Investment
- Secures clients quicker.
- Data analytics use.
- Allows personnel to have more free time to gain additional clients.
Alternatives Considered
Conga CPQ (formerly Apttus CPQ)
Other Software Used
Conga CPQ (formerly Apttus CPQ), PROS Smart CPQ, KBMax, from Epicor
