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QuoteWerks description
QuoteWerks is sales quoting and proposal software that helps businesses create professional sales quotes and proposals quickly. It offers over 55 integrations with popular CRM, accounting, and distributor software, simplifying your sales process. QuoteWerks is used by companies of all sizes across various industries. It aims to increase productivity and close more sales by streamlining the quoting and proposal process, making it faster and more efficient. QuoteWerks is known for its ease of use, affordability, and strong customer support.
Who is QuoteWerks best for
QuoteWerks is sales quoting and proposal software best for small and medium-sized businesses (SMBs) in the software and IT services industries. It helps create professional sales quotes and proposals quickly, offering over 55 integrations with popular CRM, accounting, and distributor software. Users love the real-time pricing updates and integrations, but some find the interface outdated and template customization difficult.
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Best fit for small to medium-sized businesses (SMBs) in the software and IT services industries.
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Ideal for software/IT services companies seeking streamlined quoting and proposal creation.
QuoteWerks features
Supported QuoteWerks supports interactive quotes with real-time pricing updates through its QuoteValet feature. |
Supported QuoteWerks allows creating and customizing professional sales proposals, including interactive ones. |
Supported QuoteWerks enables creating, storing, managing, and tracking sales documents within a centralized platform. |
Supported QuoteWerks allows creating and reusing quote templates with products and pricing. |
Supported QuoteWerks allows creating quotes with products and services. |
Supported QuoteWerks supports percentage and volume discounts. |
Supported QuoteWerks offers dashboards and reporting for tracking quote status, sales performance, and customer engagement. |
QuoteWerks reviews
We've summarised 181 QuoteWerks reviews (QuoteWerks G2 reviews) and summarised the main points below.
- Real-time pricing and availability updates.
- Integrations with CRM and accounting software (e.g., QuickBooks, ConnectWise, Autotask).
- Etilize integration for product catalogs and descriptions.
- QuoteValet for online quote approval and payments.
- Customizable quote templates.
- Slow application performance and lag.
- Outdated user interface.
- Complex SQL configuration.
- Limited customization for quote layouts.
- Difficult template customization.
QuoteWerks pricing
The commentary is based on 14 reviews from QuoteWerks G2 reviews.
QuoteWerks offers a tiered subscription model with three editions: Standard, Professional, and Corporate. The license count is based on concurrent usage. Monthly billing is available for direct purchases only. One-time upfront purchase options are available with volume discounts.
See the QuoteWerks pricing page.
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QuoteWerks has a free trial.
Create Quotes, Orders, Invoices, Purchase Orders (Simple), Unlimited Product Databases, Bundles and Configurator, Reporting, Peer Review and Approval Process, Built-in Contact Database and Outlook Integration.
Includes all Standard Edition features, plus QuickBooks Desktop Integration, Sage 50 US / Peachtree Integration, Opportunities Dashboard, Link to External Product Databases, Quote Synchronization, Standard CRM Integrations (Act!, GoldMine, Google Contacts, HubSpot CRM, Maximizer Desktop, salesforce.com, SugarCRM, Zoho CRM).
Includes all Professional Edition features, plus MS SQL Backend Capable, PSA Integrations (Autotask, ConnectWise, HaloPSA, Kaseya BMS), Advanced CRM Integrations (ACT! for Web and MS Dynamics CRM), Product Database Synchronization, Purchase Orders and Procurement, Scripting, Includes QuoteWerks Database Hosting Subscription.
QuoteWerks alternatives
QuoteWerks FAQ
QuoteWerks is sales quoting and proposal software that streamlines the sales process through over 55 integrations and automated features. It helps businesses create professional sales quotes and proposals quickly, increasing productivity and closing more deals. QuoteWerks is known for ease of use, affordability, and robust customer support.
What is QuoteWerks and what does QuoteWerks do?
QuoteWerks is sales quoting and proposal software that streamlines the sales process through over 55 integrations and automated features. It helps businesses create professional sales quotes and proposals quickly, increasing productivity and closing more deals. QuoteWerks is known for ease of use, affordability, and robust customer support.
QuoteWerks offers over 55 integrations with popular CRM, accounting, and distributor software. These integrations streamline the sales process through features like real-time pricing updates and online quote approvals via QuoteValet. It connects with tools like QuickBooks, ConnectWise, and Autotask.
How does QuoteWerks integrate with other tools?
QuoteWerks offers over 55 integrations with popular CRM, accounting, and distributor software. These integrations streamline the sales process through features like real-time pricing updates and online quote approvals via QuoteValet. It connects with tools like QuickBooks, ConnectWise, and Autotask.
QuoteWerks competes with several sales quoting and proposal solutions, including ConnectWise Sell, Quoter, PandaDoc, and Proposify. These alternatives offer similar features such as proposal creation, e-signatures, and integrations with CRM and accounting software. They often cater to different business sizes and needs, offering varied pricing and support options.
What the main competitors of QuoteWerks?
QuoteWerks competes with several sales quoting and proposal solutions, including ConnectWise Sell, Quoter, PandaDoc, and Proposify. These alternatives offer similar features such as proposal creation, e-signatures, and integrations with CRM and accounting software. They often cater to different business sizes and needs, offering varied pricing and support options.
Yes, QuoteWerks is a legitimate sales quoting and proposal software. It's known for ease of use and integrates with popular CRM and accounting software. However, some users mention slow performance and an outdated interface. Consider these factors when evaluating if QuoteWerks is safe and right for your needs.
Is QuoteWerks legit?
Yes, QuoteWerks is a legitimate sales quoting and proposal software. It's known for ease of use and integrates with popular CRM and accounting software. However, some users mention slow performance and an outdated interface. Consider these factors when evaluating if QuoteWerks is safe and right for your needs.
QuoteWerks offers three editions: Standard at $15, Professional at $20, and Corporate at $29 per user per month. Various add-ons like QuoteValet and Realtime Module are also available, with prices varying. Contact sales for specific pricing details and to determine which option best suits your needs.
How much does QuoteWerks cost?
QuoteWerks offers three editions: Standard at $15, Professional at $20, and Corporate at $29 per user per month. Various add-ons like QuoteValet and Realtime Module are also available, with prices varying. Contact sales for specific pricing details and to determine which option best suits your needs.
QuoteWerks receives mixed reviews regarding customer service. While some users praise the helpful and responsive support team, others have found the support lacking, particularly for complex issues requiring extensive troubleshooting steps.
Is QuoteWerks customer service good?
QuoteWerks receives mixed reviews regarding customer service. While some users praise the helpful and responsive support team, others have found the support lacking, particularly for complex issues requiring extensive troubleshooting steps.
Reviewed by
Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.
Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.
An AI tool that observes your work, finds inefficiencies, and suggests smarter ways to do things. Maybe you can use your tools better, automate tasks, or switch software.