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QuoteWerks REVIEW

Sales Proposal Automation Software

No user reviews
USER SATISFACTION 96%
OUR SCORE 7.7

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.

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.

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

Position of QuoteWerks in our main categories:

20

QuoteWerks is one of the top 20 CPQ Software products

20

QuoteWerks is one of the 20 Sales Proposal Automation Software products

20

QuoteWerks is one of the 20
CPQ Software products

20

QuoteWerks is one of the 20
Sales Proposal Automation Software products


If you are considering QuoteWerks it might also be beneficial to investigate other subcategories of Best CPQ Software gathered in our base of SaaS software reviews.

Since each organization has unique business needs, it is prudent for them to refrain from searching for a one-size-fits-all ideal software solution. Needless to say, it would be useless to try to find such an app even among popular software solutions. The smart thing to do would be to catalog the various vital factors that require consideration such as main features, finances, skill levels of staff members, company size etc. Then, you should do your homework thoroughly. Read some QuoteWerks reviews and look into each of the other apps in your shortlist in detail. Such exhaustive research can make certain you reject ill-fitting platforms and select the solution that provides all the aspects you require for business success.

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

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

We realize that when you make a decision to buy Sales Proposal Automation Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers 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 people had positive and negative experience with QuoteWerks. With that information at hand you should be equipped to make an informed buying decision that you won’t regret.

POSITIVE SOCIAL MENTIONS

25

NEGATIVE SOCIAL MENTIONS

1

Video

Technical details

Devices Supported
  • Windows
  • Linux
  • Android
  • iPhone/iPad
  • Mac
  • Web-based
Language Support
  • English
Pricing Model
  • One-time payment
  • Quote-based
Customer Types
  • Small Business
  • Large Enterprises
  • Medium Business
Deployment
  • Cloud Hosted

What Support Does This Vendor Offer?

  • EMAIL
  • PHONE
  • TRAINING

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

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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