Reviews
Now Reading
QuoteWerks
0
Review

QuoteWerks

Overview
Synopsis

QuoteWerks is specialized (CPQ) software used in every industry for creating sales quotes and proposals. Rather than using Microsoft Word or Excel to create your quotes and proposals, you can benefit from a tool that is specialized for the task of creating quotes and proposals.

Category

CPQ Software

Features

• Quote management
• Purchase orders
• Unlimited product databases
• Bundles and configurator
• Reporting
• Opportunities dashboard
• CRM integrations

License

Proprietary

Price

• Standard – $19.90/user/month (First year pricing), and $3.32/month (subsequent years)
• Professional – $26.90/user/month (First year pricing), and $4.48/month (subsequent years)
• Corporate – $ 41.56/user/month (First year pricing), and $8.31/month (subsequent years)

Pricing

Subscription

Free Trial

Available

Users Size

Small (<50 employees), Medium (50 to 1000 employees), Enterprise (>1001 employees)

Company

QuoteWerks

What is best?

• Quote management
• Purchase orders
• Unlimited product databases
• Bundles and configurator
• Reporting
• Opportunities dashboard
• CRM integrations

PAT Rating™
Editor Rating
Aggregated User Rating
Rate Here
Ease of use
7.5
8.3
Features & Functionality
7.6
9.1
Advanced Features
7.4
8.8
Integration
7.4
8.9
Performance
7.5
8.8
Training
Customer Support
7.6
Implementation
Renew & Recommend
Bottom Line

QuoteWerks CPQ is a market Leading Configure-Price-Quote application that helps companies to easily and efficiently create sales quotes and proposals.

7.5
Editor Rating
8.8
Aggregated User Rating
2 ratings
You have rated this

QuoteWerks is specialized CPQ software used in for creating sales quotes and proposals. QuoteWerkks allows users to save time and money when quoting, selling, ordering, and purchasing products and services. QuoteWerks fits into your existing software environment by seamlessly integrating with the most powerful CRM/PSA and accounting systems such as MS Dynamics CRM, Outlook BCM, and Salesforce, eliminating the need to re-enter customer information. Again, integration allows you to easily and accurately transfer your important sales data directly into these software solutions for forecasting and reporting. QuoteWerks can still link to product database sources like external databases, Excel spreadsheets, or text files. QuoteWerks also has its own built-in contact database. Its core design adheres to the fundamentals of the quoting process and it’s a useful tool for any industry that has a need to create price quotes containing itemized products or services. It allows users to type product information directly into the quote document. QuoteWerks Product content subscription, powered by Etilize, allows you to get real-time pricing and warehouse availability from your vendors, customer friendly product descriptions, product images, and marketing descriptions. QuoteWerks also allows you to submit orders electronically to your vendors and receive order status with shipping tracking numbers, serial numbers, and more. With the QuoteValet Add-on, you are able to know when your customer views your quote and when they electronically sign the quotes. QuoteWerks integrates with your existing accounting software like QuickBooks, so that quotes can be converted to orders automatically and submitted to vendors electronically, eliminating any errors. QuoteWerks empowers businesses to simplify and speed up their price quoting and proposal processes, enabling them to increase their productivity and close more sales.

Filter reviews
User Ratings





User Company size



User role





User industry





Ease of use
Features & Functionality
Advanced Features
Integration
Performance
Training
Customer Support
Implementation
Renew & Recommend

What's your reaction?
Love It
0%
Very Good
100%
INTERESTED
0%
COOL
0%
NOT BAD
0%
WHAT !
0%
HATE IT
0%