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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.

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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.

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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 unique business demands, it is only sensible they abstain from deciding on a one-size-fits-all, ”best” software system. Still, it would be almost impossible to find such application even among sought-after software solutions. The practicable step to undertake would be to narrow down the several vital aspects which necessitate investigation such as key features, plans, technical skill ability of the users, organizational size, etc. Then, you should do your product research fully. Have a look at these QuoteWerks reviews and scrutinize each of the software products in your list in detail. Such all-encompassing research ascertains you circumvent unsuitable software solutions and pay for the one that provides all the aspects 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 may also be a good idea to examine other subcategories of Sales Proposal Automation Software collected in our database of SaaS software reviews.

Every organization has different requirements and requires a software that can be personalized for their size, type of employees and clients, and the particular industry they are in. For these reasons, no software can proffer perfect features out-of-the-box. When you search a software product, first be sure what you need it for. Read some QuoteWerks Sales Proposal Automation Software reviews and ask yourself do you want basic tools or do you require advanced functionality? Are there any industry-specific tools that you are seeking? Obtain the answers to these questions to assist your search. There are lots of aspects that you need to consider and these include your finances, particular business needs, your organization size, integration needs etc. Take your time, use a few free trials, and finally zero in on the system that provides all that you need to boost your company efficiency and productivity.

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

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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 crucial not only to find out how professionals score it in their reviews, but also to check whether the real clients and businesses that purchased this software are actually happy with the service. That’s why we’ve designer our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and QuoteWerks reviews across a vast array of social media sites. The information is then presented in a simple to digest format showing how many customers had positive and negative experience with QuoteWerks. With that information available you will be prepared to make an informed buying choice 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
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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."

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