QuoteWerks

Score9.4 out of 10

78 Reviews and Ratings

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.

QuoteWerks integrates with the user's existing CRM software and distributors. With QuoteWerks users can also submit orders electronically to their vendors and receive an order status with shipping tracking numbers, serial numbers and more.

Categories & Use Cases

Media

Screenshot of An example of a QuoteWerks Proposal

Product configuration
Allows users to configure products and services by selecting bundles, constraints, options, preferences, etc.
Category average: 8.5
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

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

Suzanne Lewis

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

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)

Corey Penny

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

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

Bernadette Johnsen View profile

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

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

Riley Theressa Mayer View profile

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

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.

Justin Gipp View profile

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

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

QuoteWerks

What is QuoteWerks?

Categories & Use Cases

Media

Key Features

Top Performing Features

Product configuration

Purchase history and open contracts

Order capturing

Areas for Improvement

Guided selling/Sales portal

CPQ-CRM integration

CPQ reporting & analytics

Reviews

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Other Software Used

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Other Software Used

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Use Cases and Deployment Scope

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Alternatives Considered

Other Software Used

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