MENU
GET LISTED
GET LISTED
SHOW ALLPOPULAR CATEGORIES

QuoteWerks Review

QuoteWerks
Our score: 7.7 User satisfaction: N/A

What is QuoteWerks?

QuoteWerks is an application that specializes in quoting and creating proposals for companies from different scales and industries. It accepts all formats of documents, be those prepared in Word, PDF, or Excel, as it merges them with its inbuilt content generation tools, and transforms them into quotes and appealing proposals.

It is compatible with numerous third-party solutions,  and imposes no need to use an external system to do or redo any task. It also makes collaboration with the vendors and customers easy and efficient, as the invoices can be received electronically, order status can be updated in less than no time, and shipping tracking numbers are automatically generated.

Show More

Overview of QuoteWerks Benefits

QuoteWerks comes with benefits of reducing costs and automating the workflow through its tools and integrations.The licensing option instead of the pricing option allows the organizations to purchase a license that corresponds to their size, employee count, and budgets.

Efficient Quote Management

Using QuoteWerks’ Quote Valet feature, the company can manage the entire quoting process, and present clients with a variety of quotation options. Signing quotes is also made easy, as you can get it done without incurring any confusion or any issue. Online forms can also be created with this feature, which eventually brings order to any business chaos.

Quote Comparison

The QuoteWerks Dashboard allows businesses to get a high-level overview of the total amount of dollars and the number of quotes and orders on monthly basis such as comparison of the current month with the last month. Expiring quotes for the incoming week can also be supervised with this system.

CRM Integrations

QuoteWerks also allows for a seamless CRM integration as a part of its quote and proposal management function. Through such integrations, information regarding the customers can be retrieved and automatically updated so that the business can keep in touch with its customers whenever a sales opportunity arises.

Show More

Overview of QuoteWerks Features

  • Campaign Management
  • Commission Management
  • Contact Management
  • Contract Management
  • Customer Database
  • Email Marketing
  • Field Sales Management
  • Opportunity Management
  • Proposal Generation
  • Sales Forecasting

QuoteWerks Position In Our Categories

Since companies have distinctive business requirements, it is only sensible that they abstain from preferring an all-in-one, “perfect” business program. Nevertheless, it is futile to try to find such an app even among branded software products. The logical thing to undertake can be to write down the numerous chief aspects which call for a analysis such as major features, budget, technical skill levels of staff, business size, etc. Then, you should conduct the research thoroughly. Go over some of these QuoteWerks evaluations and check out each of the solutions in your list more closely. Such well-rounded product research guarantee you avoid ill-fitting applications and pay for the one that provides all the tools your business requires.

Position of QuoteWerks in our main categories:

TOP 50

QuoteWerks is one of the top 50 CPQ Software products

TOP 50

QuoteWerks is one of the 50 Sales Proposal Automation Software products

If you are considering QuoteWerks it might also be sensible to analyze other subcategories of Sales Proposal Automation Software collected in our database of SaaS software reviews.

Organizations have diverse needs and requirements and no software solution can be just right in such a scenario. It is useless to try to find a perfect off-the-shelf software app that fulfills all your business requirements. The wise thing to do would be to modify the application for your unique requirements, staff member skill levels, finances, and other factors. For these reasons, do not hasten and subscribe to well-publicized popular systems. Though these may be widely used, they may not be the best fit for your specific requirements. Do your research, look into each short-listed application in detail, read a few QuoteWerks Sales Proposal Automation Software reviews, call the vendor for explanations, and finally select the product that offers what you require.

How Much Does QuoteWerks Cost?

QuoteWerks Pricing Plans:

Free Trial

Standard Edition License for 1

$199

Standard Edition License for 1 to 4

$182

Standard Edition License for 5 to 9

$175

Standard Edition License for 10 to 24

$171

Standard Edition License for 25 to 49

$151

Standard Edition License for 50+

$140

Professional Edition License for 1

$269

Professional Edition License for 2 to 4:

$254

Professional Edition License for 5 to 9

$239

Professional Edition License for 10 to 24

$224

Professional Edition License for 25 to 49

$209

Professional Edition License for 50 to 74

$194

Professional Edition License for 75 to 99

$179

Professional Edition License for 100+

Contact vendor

Corporate Edition License for 1

$399

Corporate Edition License for 2 to 4

$384

Corporate Edition License for 5 to 9

$369

Corporate Edition License for 10 to 24

$354

Corporate Edition License for 25 to 49

$339

Corporate Edition License for 50 to 74

$324

Corporate Edition License for 75 to 99

$309

Corporate Edition License for 100+

Contact vendor

Show More

What are QuoteWerks pricing details?

QuoteWerks Pricing Plans:

Free Trial

Standard Edition License for 1

$199

Standard Edition License for 1 to 4

$182

Standard Edition License for 5 to 9

$175

Standard Edition License for 10 to 24

$171

Standard Edition License for 25 to 49

$151

Standard Edition License for 50+

$140

Professional Edition License for 1

$269

Professional Edition License for 2 to 4:

$254

Professional Edition License for 5 to 9

$239

Professional Edition License for 10 to 24

$224

Professional Edition License for 25 to 49

$209

Professional Edition License for 50 to 74

$194

Professional Edition License for 75 to 99

$179

Professional Edition License for 100+

Contact vendor

Corporate Edition License for 1

$399

Corporate Edition License for 2 to 4

$384

Corporate Edition License for 5 to 9

$369

Corporate Edition License for 10 to 24

$354

Corporate Edition License for 25 to 49

$339

Corporate Edition License for 50 to 74

$324

Corporate Edition License for 75 to 99

$309

Corporate Edition License for 100+

Contact vendor

QuoteWerks offers several SMB and enterprise pricing licenses for future users to consider. Check the details of each QuoteWerks edition, and choose the best license for your business:

QuoteWerks Standard Edition

  • License for 1: $199
  • License for 1 to 4: $182
  • License for 5 to 9: $175
  • License for 10 to 24: $171
  • License for 25 to 49: $151
  • License for 50+ : $140

QuoteWerks Professional Edition

  • License for 1 : $ 269
  • License for 2 to 4: $ 254
  • License for 5 to 9: $ 239
  • License for 10 to 24: $ 224
  • License for 25 to 49: $ 209
  • License for 50 to 74: $ 194
  • License for 75 to 99: $179
  • License for 100+ : Call for Pricing

QuoteWerks Corporate Edition

  • License for 1 : $ 399
  • License for 2 to 4: $384
  • License for 5 to 9: $ 369
  • License for 10 to 24: $ 354
  • License for 25 to 49: $ 339
  • License for 50 to 74: $ 324
  • License for 75 to 99: $309
  • License for 100+ : Call for Pricing

User Satisfaction

Positive Social Media Mentions 0
Negative Social Media Mentions 0

We are aware that when you choose to buy a Sales Proposal Automation Software it’s important not only to learn how professionals evaluate it in their reviews, but also to discover if the actual users and businesses that purchased this software are actually happy with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that aggregates customer reviews, comments and QuoteWerks reviews across a wide range of social media sites. The data is then presented in an easy to digest form showing how many clients had positive and negative experience with QuoteWerks. With that information at your disposal you should be equipped to make an informed purchasing decision that you won’t regret.

Video

Technical details

Devices Supported

  • Windows
  • Linux
  • Android
  • iPhone/iPad
  • Mac
  • Web-based

Deployment

  • Cloud Hosted

Language Support

  • English

Pricing Model

  • One-time payment
  • Quote-based

Customer Types

  • Small Business
  • Large Enterprises
  • Medium Business

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

What integrations are available for QuoteWerks?

QuoteWerks integrates with the following business systems and applications:

  • Act
  • AutoTask
  • ConnectWise
  • GoldMine
  • Google Contacts
  • Maximizer
  • Microsoft Outlook
  • Salesforce
  • SugerCRM
Note

QuoteWerks
is waiting for
your first review.

Arrow

Write your own review of this product

ADD A REVIEW

More reviews from 0 actual users:

women man women man man women

Join a community of 7,369 SaaS experts

Thank you for the time you take to leave a quick review of this software. Our community and review base is constantly developing because of experts like you, who are willing to share their experience and knowledge with others to help them make more informed buying decisions.

Sign in with LinkedIn Why we require LinkedIn?
  • Show the community that you're an actual user.
  • We will only show your name and profile image in your review.
  • You can still post your review anonymously.

OR

Sign in with company email

Sign in with company email

Popular QuoteWerks Alternatives

Top Competitors To QuoteWerks By Price

Trending Sales Proposal Automation Software Reviews

QuoteWerks Comparisons

Louie Andre

By Louie Andre

B2B & SaaS market analyst and senior writer for FinancesOnline. He is most interested in project management solutions, believing all businesses are a work in progress. From pitch deck to exit strategy, he is no stranger to project business hiccups and essentials. He has been involved in a few internet startups including a digital route planner for a triple A affiliate. His advice to vendors and users alike? "Think of benefits, not features."

Page last modified
Did you find this review useful?
Yes No

Thank you for your feedback

How can we make this page better?

Unsure about this software?
FIND ALTERNATIVES
TOP

Why is FinancesOnline free? Why is FinancesOnline free?

FinancesOnline is available for free for all business professionals interested in an efficient way to find top-notch SaaS solutions. We are able to keep our service free of charge thanks to cooperation with some of the vendors, who are willing to pay us for traffic and sales opportunities provided by our website. Please note, that FinancesOnline lists all vendors, we’re not limited only to the ones that pay us, and all software providers have an equal opportunity to get featured in our rankings and comparisons, win awards, gather user reviews, all in our effort to give you reliable advice that will enable you to make well-informed purchase decisions.

Share
Tweet
Share