QuoteWerks Reviews

& Product Details

What is QuoteWerks?

QuoteWerks is a Sales Acceleration Software and Document Management Software designed to streamline the creation of professional, branded quotes and proposals. Catering to businesses of all sizes, from small shops to Fortune 500 companies, QuoteWerks offers a robust set of features. It integrates with existing systems and leverages CRM and accounting solutions to create a seamless sales process.

The software facilitates the creation of accurate, branded quotes with features like centralized content storage, item lists, templates, and bundles. It reduces errors through peer and management approval workflows, ensuring consistency and accuracy. QuoteWerks also supports electronic signatures and payments, shortening the quote-to-cash cycle.

The software’s design offers transparency in the sales pipeline and provides insights into customer interactions. QuoteWerks has a history of recognition, earning awards for its CPQ (Configure, Price, Quote) software. With integrations, a user-friendly interface, and a free trial option, QuoteWerks is designed to enhance the efficiency and effectiveness of sales teams.

Best For

Create professional, branded quotes and proposals in minutes.

Recommended For

StartUps
Freelancers
Small Business
Medium Business
Large Enterprise
Non-profit Organization
Personal

Deployment

Cloud, SaaS, Web-Based
Mobile - Android
Mobile - iPhone
Mobile - iPad
Desktop - Mac
Desktop - Windows
Desktop - Linux
Desktop - Chromebook
On-Premise - Windows
On-Premise - Linux

Contact

Company Name
Aspire Technologies
Located In
United States
Website
quotewerks.com

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QuoteWerks Pricing

Starting from:

$15 /month

Pricing Model: Subscription

Free Trial
Free Version

Pricing Details:

This tool has three pricing plans. Standard for 15 USD, Professional for 21 USD, and Corporate for 30 USD.

QuoteWerks Features

Activity Dashboard
Collaboration Tools
Contact Management
Content Management
Forecasting
Workflow Management

Additional Features

Document Templates
Customizable Templates
Templates
Contract/License Management
Customizable Reports
Third Party Integrations
Electronic Payments
Document Management
Email Management
Document Storage
Automated Quoting
Estimating
Reminders
Cataloging/Categorization
Billing & Invoicing
Audit Management
Pricing Management
CRM
Accounting Integration
Reporting & Statistics
RFP Creation
Activity Tracking
Data Import/Export
Quotes/Estimates
Approval Workflow
Content Library
Access Controls/Permissions
Automatic Formatting
RFP Management
Guided Selling
Document Review
Document Automation
Multi-Currency
Customizable Branding
Alerts/Notifications
Self Service Portal
Pipeline Management
Knowledge Base Management
Discount Management
Price/Margin Management
Pricing and Cost Calculations
Product Configurator
Customer History
Client Portal
Audit Trail
Sales Automation
Renewal Management
Real Time Notifications
Bills of Material
Configurable Workflow
Order Management
Proposal Generation
Price and Cost Calculations
Template Management
Digital Signature
Customizable Fields
Electronic Signature
Version Control
Drag & Drop
Approval Process Control
Product Catalog
Real Time Data
API

Additional Features Show Less Features

Global Buzz: QuoteWerks at a glance

4.6

Global Average Score

Score4.59/5

Reviews5,217

Ease of Use

Users appreciate its user-friendly interface, making it easy to create and manage quotes and proposals efficiently.
Integration Capabilities

Integrates seamlessly with popular CRM systems like Salesforce, ACT!, and ConnectWise, reducing redundant data entry and automating workflows.
Customization

Offers highly customizable templates, allowing businesses to tailor quotes and proposals to their specific needs.
Cost-Effective

Compared to many SaaS quoting solutions, QuoteWerks is considered more affordable while still delivering robust features.
Support and Reliability

Known for reliable performance and excellent technical support, ensuring smooth operation and quick issue resolution.

Lack of Web Version

The absence of a web-based version limits accessibility for remote users.
Server and VPN Requirements

Requires a server and VPN for remote data syncing, which can be challenging for some organizations.
Complex Initial Setup

Some users find the initial setup process to be complex and time-consuming.
Learning Curve

Despite its ease of use, there is a learning curve associated with mastering all of its features.
Interface Design

While functional, some users feel the user interface could benefit from a more modern design.

Disclaimer

Here at Tekpon's Global Buzz, we blend AI smarts with a human touch to offer a snapshot of user reviews from the web. While we carefully craft these summaries, please remember they reflect diverse user views and experiences, not Tekpon’s own opinions.