QuoteWerks Reviews & Product Details

We can prepare client quotes quickly in the office or on the go. It's easy to teach other staff members to use, and we can create custom templates for different project types so they can be reused for similar future projects. Review collected by and hosted on G2.com.

I wish the program would automatically know the sales tax rates based on the zip codes. Currently, QuoteWerks pulls the tax rate data from Kaseya's BMS account, and sometimes, the sales rep doesn't set those accounts up at the prospect level in BNMS for them to come over into QuoteWerks correctly. Review collected by and hosted on G2.com.

QuoteWerks gives us the ability to choose which lines we can use for each order and which of these lines will be projected at the time of last printing, and QuoteWerks has the ability to adjust many factors in the job sheet, this facilitates quoting in one or more windows. Review collected by and hosted on G2.com.

They should offer a trial period of at least 10 days so that novice customers can choose QuoteWerks without any inconvenience. When modifying a quote we wanted ability to pull the entire group over the header and it is missing. Review collected by and hosted on G2.com.

QuoteWerks helps us quote and purchase hardware and software for our clients. QuoteWerks helps save time when compared to the manual methods used for these tasks previously. Review collected by and hosted on G2.com.

QuoteWerks feels a bit outdated. The UI appears more basic than most software. Installation requires the configuration of a SQL server instance which adds a layer of time and complexity to the implementation. Review collected by and hosted on G2.com.

I like QuoteWerks because it is easy to use to quote products in a simple way, I like that it offers different customizable templates along with a nice flexible user interface. I love how useful it ends up feeling. Review collected by and hosted on G2.com.

So far I have no problems using it, I just wish the subscription was cheaper. Review collected by and hosted on G2.com.

I loved this software because it can create quotes and proposals in just a few minutes, it offers a great solution that it helps us with every day, it's really amazing. Review collected by and hosted on G2.com.

Needs some improvements to the dashboard and UI, I wish it was more intuitive. Review collected by and hosted on G2.com.

I lie it because it is very intuitive, its user interface makes it flexible, I like being able to customize the templates and it saves me a lot of time. Review collected by and hosted on G2.com.

I wish there were more features and that they would add drop-down menus with details of each one. Review collected by and hosted on G2.com.

UI is very smooth, fast and responsive. Very helpful tool for making professional quotes using the inbuilt templates. Easy to create proposal or quotes share with the customers. Review collected by and hosted on G2.com.

Subscription is little bit costly. Except this wonderful quotes that I have used. Review collected by and hosted on G2.com.

integration to the vendors, live updates to prices from vendors, integration to leasing Review collected by and hosted on G2.com.

some of the GUI is old looking and the exchange rate changes do not take effect on the cost without having to edit the item all the time. Review collected by and hosted on G2.com.

I can create quote templates that make quoting very simple. Review collected by and hosted on G2.com.

Adding our own products requires me to take pictures if i want them included on the quotes Review collected by and hosted on G2.com.

Quotewerks has an immense number of features. We broad utilize the configurator and packs that help our staff lessen botches. We have Quotewerks connected to our main page and that lessens the measure of twofold keying and gives a review trail between the two frameworks. Quotewerks has a low value point making it perfect for organizations to begin utilizing a CPQ apparatus. Quotewerks backing is awesome on the grounds that you get the opportunity to converse with an individual about your issues with the product. One administration we utilized that was useful was a 1 hour audit of how we have our product setup and proposals for best practices.

Coordination with our CRM (ACT) and our bookkeeping S/W (Sage) was a noteworthy selling point. Convenience was likewise essential to our buy choice. QW was likewise prescribed to us by our ACT advisor who knew about our business. Review collected by and hosted on G2.com.

The main disadvantage is that Quotewerks must run locally. However tere is a web version being developed, yet it is still really green. In the event that you have to utilize it remotely you will require either Terminal Services or VPN to get to it. Other disadvantage is that the Quote Valet add-on gives it some web network highlights which are useful for review existing statements and reacting to clients, however not really for structure new statements. When they get the web adaptation completed, that should help with this a great deal. The software can likewise be a tad kludgy to learn at first. It's been around for quite a while so a portion of the interface is somewhat obsolete. Review collected by and hosted on G2.com.