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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

Knowing that businesses have distinctive business-related needs, it is only reasonable they avoid preferring a one-size-fits-all, “perfect” business program. Be that as it may, it would be hard to discover such a software system even among recognizable software products. The efficient step to do would be to write down the various critical factors which need careful thought like important features, price terms, skill competence of the employees, business size, etc. Next, you must double down on your product research to a full extent. Browse over some QuoteWerks evaluations and look over the other software options in your list more closely. Such detailed research ensures you circumvent ill-fitting software products and buy the one which delivers all the aspects your company requires in sustaining growth.

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 could also be a good idea to examine other subcategories of Sales Proposal Automation Software collected in our base of B2B software reviews.

Organizations have diverse needs and requirements and no software platform can be perfect in such a situation. It is useless to try to find an ideal off-the-shelf software product that meets all your business needs. The wise thing to do would be to customize the application for your specific requirements, worker skill levels, finances, and other factors. For these reasons, do not hasten and subscribe to well-publicized leading applications. Though these may be widely used, they may not be the perfect fit for your unique needs. Do your research, check out each short-listed platform in detail, read a few QuoteWerks Sales Proposal Automation Software reviews, call the seller for explanations, and finally choose the application that offers what you want.

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 realize that when you decide to buy a Sales Proposal Automation Software it’s vital not only to find out how experts score it in their reviews, but also to find out if the actual people and enterprises that purchased these solutions are genuinely satisfied with the product. That’s why we’ve designer our behavior-based Customer Satisfaction Algorithm™ that aggregates customer reviews, comments and QuoteWerks reviews across a wide array of social media sites. The information is then displayed in an easy to understand way revealing how many clients had positive and negative experience with QuoteWerks. With that information at your disposal you will be prepared to make an informed business 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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