QuoteWerks Reviews for 2025
Save 40% on your SaaS stack with expert guidance
Free Consultation
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.
Found in these Categories
Best For
- Small Business
- Medium Business
- Large Enterprise
QuoteWerks Pricing
Looking to Save Time & Money
Audit, consolidate, and save—powered by our internal buying team. Let our experts analyze your current software stack and identify opportunities for cost savings and efficiency improvements.
- Stack Audit
- Cost Reduction
- Expert Team
QuoteWerks Features
- Activity Dashboard
- Collaboration Tools
- Contact Management
- Content Management
- Forecasting
- Workflow Management
- 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
User Sentiment - QuoteWerks Reviews
-
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.
Leave a Review
QuoteWerks Company Details
Company Name
Aspire Technologies
Headquarters
United States
Website
quotewerks.com
Own this Software?
QuoteWerks vs. Similar Products
Select up to 3 Software, to enable Comparison
Compare Selected Software
