Avis clients sur QuoteWerks

QuoteWerks Works Magic When It Comes to Pricing and Quoting

Commentaires : Nothing can hinder me from using QuoteWerks because it has been giving us incredible experiences.

Avantages :

QuoteWerks facilitates effective quoting and pricing. I like QuoteWerks because I can easily understand all its features.

Inconvénients :

It doesn't take any skills to understand all the features of QuoteWerks. I find them so effective.

Quotewerks works like wow!

Commentaires : In my line of work am constantly looking to pitch and close deals, so i use it a lot in creating quotes and proposals. It werks perfectly for me in terms of business development.

Avantages :

For starters, it is easy to deploy, it integrates with many relevant platforms, comes with exceptional phone support. It has a built-in contact base that makes prospects access super easy. Most importantly, its specially built for creating quotes and proposals!

Inconvénients :

Subscription is a bit costly, but hey, sometimes one uas got to pay for superior service. For me, the overall advantages it brings far outweigh cost implications.

Love this program!Very helpful!

Avantages :

I like the fact that it uses web hosted solutions to meet quoted and invoicing solutions for its providers.Additionally,it helps speed the process and standardize costs,sales and margins also managing quotes for new prospects and existing clients is just a breeze.

Inconvénients :

No deslike it is a great program and self explanatory.

Quotewerks does exactly what the name describes... makes quotes.

Commentaires : It makes quotes and sends quotes to customers. Offers the ability to make revisions to quotes and keep the originals.

Avantages :

Easy to set up and easy to use. Minimal "bells and whistles" keeps you on task and making quotes. Great for the first step of the sales process only and sending out for invoicing to another product.

Inconvénients :

Great software for the first step of the sales process only however... 1) Not all info is searchable. 2) Does not integrate with many programs and not all fields integrate. 3) "Tickle" or reminder functions minimal and only in quote valet. 4) reports are clunky and minimal without paying to customize. 5) No workflow automation. 6) Minimal notifications as to quote progresses or when approved to client or inter-company personnel. 7) Interface looks the same as it did in 2012 when we started. 8) Not enough logging of estimates as they change or are updated. 7) No scheduling functions. 9) No "app" for smart phones. 8) Minimal Export functions. 9) Dashboard notification options are very limited to just two integration programs and not for overall quoted work. 10) No Service Operations Automation or Order management. 11) Does not allow for Teams or intercompany groups to be part of an estimate. 12) No intercompany communication short of a new added dynamic notes field which seems to be built with 1995 technology. 13) No auto follow up emails for estimates unless in Quote valet and they are somewhat generic. 14) Does not export "ship to" field to MOST integrated software packages. 15) No ability to auto CC office staff when creating an email template.

Quotewerks has been Empowering Business Works!

Commentaires : Its made quoting and pitching for business a breeze thanks to its easy implementation and use. Its actually an empowering tool in the sense that it gives you the ammunition to hunt for business and development

Avantages :

Has lots going for it. Easy implementation, outstanding phone support, dynamic integration range. I like how it's able to project real-time pricing. Does well in creating quotes and proposals in a manner that's straightforward and easy to understand.

Inconvénients :

I feel it should improve on quality of end user training. Subscription costs as well. But that's about it.

Fantastic tool for building and managing your sales opportunities and quotes.

Commentaires : The quote visibility and access to online sync resources is super helpful in our quoting process.
Our sales team couldn't operate without Quotewerks any longer. It has become integral to our processes.

Avantages :

Quotewerks has the ability to see if and when your customer sees your quote. When we were looking into the product, we had received a quote from our Quotewerks sales rep and it had been ignored and was expired. We opened the quote a few weeks later to take a quick look at it and 15 minutes later we got a phone call from our sales rep. "I see you opened this expired quote. I wanted to answer any questions for you and get an updated quote if you are still interested." That sealed the deal for us. Then we found out all of the other amazing things it could do and have loved it every day. It has easily paid for itself many times over.

Inconvénients :

Quotewerks must run locally. There is a web version in development, but it is still pretty green. If you need to use it remotely you will need either Terminal Services or VPN to access it. The Quote Valet add-on gives it some web connectivity features which are helpful for viewing existing quotes and responding to customers, but not necessarily for building new quotes. Once they get the web version finished, that should help with this a lot. The product can also be a little bit kludgy to learn at first. It's been around for a long time so some of the interface is a bit antiquated.

We ♥ QW!

Commentaires : 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.

Avantages :

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.

Inconvénients :

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. .

QuoteWerks: Price Configurator

Avantages :

There’s nothing daunting like quoting and pricing products and services. In my Investment Management industry, QuoteWerks reduce manual workflow by automating pricing and quoting.

Inconvénients :

Truth be told, QuoteWerks suit all my needs whenever I turn to it.

Quotewerks is an outstanding and fantastic solution for proposals and quotes management.

Avantages :

Quotewerks is an outstanding and incredible tool for proposals and quotes management. It offers value for money and has a very helpful and reliable technical support team. It works pretty well and smoothly without any errors. Its UI is very smooth and intuitive.

Inconvénients :

Quotewerks is amazing, robust and exceptional. It is reliable and inexpensive compared to other alternatives.

Magnificent and superlative Quote Management and CPQ Tool.

Avantages :

This tool helps to streamline and automate sales process thus increasing productivity and efficiency.It is fast to create and send custom sales proposals and quotes to our clients with QuoteWerks.

Inconvénients :

It delivers excellent performance I lack any limitation with QuoteWerks.

'''>Super incredible quoting product tool<'''

Commentaires : It get revealed to you how important QuoteWerks is once you start using the platform. This platform is the real deal for quoting products.

Avantages :

QuoteWerks is an incredible platform that helps increase quoting of products in such an easy way. With such incredible quoting it becomes so easy for us to purchase software/hardware from clients. Secondly I love the fact that it offers such incredible different customizable templates which parpote it nice interface. We easily make decisions towards the suitable lines to which we make order from and definitely decide whether to project the line at time of printing or not. QuoteWerks has got a flexible/intuitive interface which is easy to use.

Inconvénients :

Initially one feels so offended with the subscription cost but once you get to use the platform and have the clear picture, it becomes easy to understand that the cost is much favourable.

Best I've found

Commentaires : I used to have super-complex spreadsheets with material pricing, labor pricing, assemblies, etc. QuoteWerks has enabled me to finally step away from those. Other quoting solutions I tried just wasn't built for complex situations such as assemblies with multiple components. I don't think I've even begun to scratch the surface of what this software can do. It's definitely worth the time to get it up and running. Their support has been very helpful and responsive anytime I've hit a roadblock.

Avantages :

Ability to choose which line items are displayed on final printout. Ability to have assemblies or "groups" with one unit price. Ease of tweaking these factors.

Inconvénients :

Wish you could drag a whole group by the group heading and rearrange your quote. Also a Mac version would be nice down the line--I'm the only PC user in this office.

Quotewerks is a very versatile quoting tool.

Commentaires : Integration with salesforce.com, a basic configurator and a low price point.

Avantages :

Quotewerks has a huge number of features. We extensive use the configurator and bundles that help our staff reduce mistakes. We have Quotewerks linked to salesforce.com and that reduces the amount of double keying and provides a audit trail between the two systems. Quotewerks has a low price point making it ideal for companies to start using a CPQ tool. Quotewerks support is very good because you get to talk to a person about your issues with the software. One service we used that was very helpful was a 1 hour review of how we have our software setup and recommendations for best practices.

Inconvénients :

Quotewerks provides so many different features it's hard to determine which way is the best way to configure the software without assistant from support.

Review of Quotewerks

Commentaires : Quotations are efficient to create, easily searchable, trackable and templates allow us to represent multiple business units on one platform.

Avantages :

We use this software on a daily basis for transcribing quotations from suppliers and creating quotations using our branding and templates. The software makes it very easy to copy and paste information as well as edit where appropriate. An easy to understand gauge of cost/sales price and profit% allows for simple cost and profit tracking. The software makes it very easy to create and edit templates for different situations

Inconvénients :

From out experience it can be difficult to insert drawings/images and other multimedia into the quotes. We have had some stability issues in the past but the current release seems to have solved that

Software we didn't use for a while

Commentaires : Exceptional

Avantages :

We love the software, overall managing the quoting process, and integration into Connectwise. Getting electronic signatures from clients was exceptional.

Inconvénients :

It takes a while to set it up, creating documents, connecting with vendors.

An efficient tool for Quoting Solution for Small Businesses

Commentaires : Quotewerks offers a range of features to help small businesses streamline their quoting process. Its ease of use, integration capabilities, and flexibility make it a solid choice for businesses that want to save time and increase efficiency.

Avantages :

Quotewerk is intuitive and easy to navigate, even for users who are not tech-savvy. The interface is clean and uncluttered, which makes it easy to find the features you need.

Inconvénients :

Quotewerks can be a bit expensive compared to other quoting software solutions

Quote and Proposal management software.

Commentaires : One of the best and economical application for quote and proposal management i have ever encountered is Quotewerks. It has a friendly pricing terms which makes it affordable to all sizes of companies.

Avantages :

Usability, performance, functionality, flexibility and accessibility makes Quotewerks stand out from its competitors. Integration with other available softwares makes it more powerful and effective. With it, it is extremely easy to create elegant sales quotes and proposals. Quotewerks saves much time because of its super speed and it is very easy to customize to your needs. It has a simple interface which enhance smooth configuration.

Inconvénients :

There is no issue to address at the moment as Quotewerks meets our needs. Anytime we need help, their customer support responds faster.

QuoteWerks: Sales Quoting Program

Commentaires : It has improved the entire process of sales pipeline by making it easy and rapid to create and track customer interactions.

Avantages :

I give double thumbs up to the fact that QuoteWerks automates the entire process of Quote-to-Cash and sales CPQ.

Inconvénients :

It demands a lot of integration mainly with accounting and CRM programs, which is a bit time consuming and tedious.

Quotewerks

Avantages :

Many quoting option formats. I like the integration with 3rd party distributors for pricing.

Inconvénients :

The limit of 5 quotes open at a time has always been a real pain. I also wish there was a way to visually split the one time purchases from the recurring options.

Easy to use software for quote management.

Commentaires : Quotewerks is very beneficial, reliable and very helpful. It is an outstanding and very effective tool for quote and proposal management. Great and very responsive customer support team, their services are topnotch and incredible.

Avantages :

I like the ability to create every quote i need quickly and easily with Quotewerks. It is intuitive, user-friendly and highly customizable to suit your needs. With it, it has been very easy to speed up our sales processes thus increasing productivity and saving time and i find it easy to find quotes from the past. Implementing Quotewerks is easy and straightforward thus saving time.

Inconvénients :

Not yet experienced any challenging issues while working with Quotewerks so nothing to dislike.

Awesome,splendiferous and prestigious Quote Management software.

Avantages :

It's easy to create and customize products configuration with QuoteWerks.I like that I can generate and send best and accurate sales quotes and proposals with QuoteWerks.I like that I can easily create and manage purchase orders with this software.Finally,with QuoteWerks it's simple and fast to automate sales cycle hence increases efficiency,productivity and saving time.

Inconvénients :

QuoteWerks has given me a satisfactory experience and I lack any downside that I can highlight.

Great product that Streamlines the process of creating quotes thus adding efficiency in business.

Commentaires : Quotewerks is an outstanding configuration pricing quoting platform that effortlessly streamlines quotes and proposal generation.its great for automating most of our sales processes.

Avantages :

Finding stored documents is very easy since they can be filtered by date, sales person and also companies. It has simple, flexible interface and is easily configurable. It is easy to create and and generate quotes with drag-and -drop functionality. Its integration with QuickBooks enhance minimized typing errors and duplicate entries.

Inconvénients :

Its subscription is a bit pricey and some middle class companies will not be in luck to enjoy it amazing services

QuoteWerks Review

Commentaires : It is way too easy to price and discount products with QuoteWerks.

Avantages :

I like that QuoteWerks makes sales pipeline simple by creating, delivering and tracking customer interactions in real-time.

Inconvénients :

There’s no single aspect that let me down when using QuoteWerks.

Excellent software for digital quoting

Avantages :

I like how quotewerks integrates with salesforce which is our main CRM and other tools that we use like QuickBooks, zoho, hubspot and many others. I also like the variety of custom templates for quotes available which you can customize according to your company's needs. I like how it has simplified quoting and we are now able to serve more customers quickly and efficiently.

Inconvénients :

They do not offer a free trial which is not ideal especially for businesses that may want to trial it out first before making a purchasing decision. The support team is at times too slow to respond to issues raised which may affect operations. It has a steep learning curve in the initial stages but once you get used to it, it becomes easy to use.

We use Quotewerks daily to quote services and product sales.

Commentaires : helps our sales team to quote, track, and win projects!

Avantages :

QuoteWerks can be customized to suit the needs of your business. Products are stored in the database to easily select for future quotes. It integrates with Quickbooks sending the quote over to be invoiced. Emails are sent to the addresses you specify alerting that a project has been won.

Inconvénients :

The item numbers are limited to a certain number of characters which causes the sync to QuickBooks to fail if your part is too long.