4.6
Overall rating
Reviews

4.6
Overall rating
Reviews

About QuoteWerks

QuoteWerks is a configure, price, quote (CPQ) solution that can be used in any industry for creating sales quotes and proposals. QuoteWerks integrates with customer management solutions like ACT!, ACT! for Web, Autotask, ConnectWise, GoldMine, Google Contacts, Maximizer, MS Dynamics CRM, Outlook, Zoho, HubSpot, salesforce.com, and SugarCRM. QuoteWerks also has its own built-in contact database. Users can import product information by linking QuoteWerks to product database sources like external databases, Excel spreadsheets or text files, or product information can be typed directly into the quote. QuoteWerks can even quote products that are stored in QuickBooks, Sage 50 or Peachtree. Users can get real-time pricing and warehouse availability from vendors as well as product descriptions, product images and marketing descriptions. Users can also submit orders electronically to vendors and receive order status with shipping tracking numbers, serial numbers and more.
QuoteWerks Software - Workbook
QuoteWerks Software - Workbook items
QuoteWerks Software - Order status tracking
QuoteWerks Software - Product lookup
QuoteWerks Software - Dashboard
QuoteWerks video
QuoteWerks Software - Workbook - thumbnail
QuoteWerks Software - Workbook items - thumbnail
QuoteWerks Software - Order status tracking - thumbnail
QuoteWerks Software - Product lookup - thumbnail
QuoteWerks Software - Dashboard - thumbnail

QuoteWerks pricing

QuoteWerks does not have a free version but does offer a free trial. QuoteWerks paid version starts at US$15.00/month.

Starting Price:
US$15.00/month
Free Version:
No
Free trial:
Yes

Alternatives to QuoteWerks

QuoteWerks Reviews

Feature rating

Value for Money
4.6
Functionality
4.6
Ease of Use
4.5
Customer Support
4.6
5 reviews of 178 View all reviews
Cheryl
Cheryl
  • Industry: Health, Wellness & Fitness
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Features
4
Ease of Use
5
Customer Support
5

5
Reviewed on 24/8/2018

We ♥ QW!

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.

Pros

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.

Cons

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. .

Daniel
  • Industry: Food Production
  • Company size: 10,000+ Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
5
Features
4
Ease of Use
5
Customer Support
4

4
Reviewed on 28/11/2022

La mejor opción si no quieres asumir los costes que suponen otras herramientas similares

It enabled us to make faster calculations and with a very detailed data.

Pros

It is the best way to quote a product online because this software allows us to have many factors adjusted in the job sheet. It can create quotes very rapidly.

Cons

The UI is from my point of view a bit updated and sometimes it is difficult to understand how to proceed.

Verified Reviewer
  • Industry: Building Materials
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
4
Features
4
Ease of Use
3
Customer Support
4

3
Reviewed on 14/6/2022

Quote and Proposals

Pros

Quotewerks has very much dictated our business and workflow for the past 8 years or so. As a quoting tool, it is very powerful. There is a small learning curve and we admittedly do not use all the available features, mainly due to the slightly outdated user interface. The Quote layout designer is very powerful especially if you have a developer that knows how to build out the templates.

Cons

The overall user experience and interface could be improved as it is not overly friendly. Better support documentation would also help improve the knowledge of the software and what it can do.

Response from Aspire Technologies

Thank you for taking the time to review QuoteWerks and being a member of the QuoteWerks Community for over 8 years.

The interface of QuoteWerks is evolving on the QuoteWerks Web side while still keeping key elements from QuoteWerks Desktop to limit training and retraining.

As far as documentation, there are quite a few videos (https://www.quotewerks.com/video.asp) on our Website and also extensive training documentation (https://www.quotewerks.com/helpfilelatest/qwhelp.htm?quotewerksmainhelp.htm). If there is something that you would like to see added or if there is something you need clarification on, please feel free to reach out to our technical support team (https://www.quotewerks.com/support.asp).

Replied 17/6/2022
Dennis
Dennis
  • Industry: Media Production
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 6/4/2023

We LOVE QuoteWerks

We have been using QuoteWerks since 2004 and we LOVE QuoteWerks. We use it in conjunction to ACT. QuoteWerks makes it easy for us to prepare quotes and keep moving the ball down the field helping folks solve their needs in our business to manage / search / find / archive and share digital media assets. Find out more about what we do at [sensitive content hidden]All the best.

Pros

Ease of use. We love QuoteWerks and use it every day.

Cons

We do not have any complaints about QuoteWerks

Wayne
Wayne
  • Industry: Computer Hardware
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 24/8/2018

Quotewerks Helped Our Company Grow!

Our business model focuses on providing an outsourced procurement staff. I can honestly say we would not be as successful as we are without the use of Quotewerks. The efficiency of getting quotes assembled and distributed allows us to run a lean staff and maximizes our resources. The distributor integrations also reduced our RMAs significantly by allowing us to place the orders directly through Quotewerks instead of manual entry where mistakes can occur. Overall we couldn't be more pleased at how Quotewerks has helped our business grow.

Pros

The ease of use and various integrations are some of it's strongest features. We had no issues getting it plugged into our CRM and Accounting software packages. When we had questions, Quotewerks support was always there to help guide us.

Cons

Any issues we have with Quotewerks is purely minor issues like adding other shipping companies to the list in the procurement tracking model. There are workarounds to still provide tracking for LTL and regional freight couriers, but it would be nice to be able to have the ability to track all of the couriers.

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