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QuoteWerks Review

QuoteWerks
Our score: 7.7 User satisfaction: 96%

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

Because companies have distinctive business-related demands, it is logical that they abstain from picking an all-in-one, ”best” solution. Needless to say, it would be hard to pinpoint such application even among sought-after software systems.
The efficient thing to do is to spell out the varied essential factors which require research like essential features, costing, skill aptitude of staff, business size, etc. Next, you must do your research through and through. Browse through these QuoteWerks analyses and look into each of the software programs in your list in detail. Such comprehensive research ascertain you take out poorly fit software solutions and select the system which meets all the benefits your company requires.

Position of QuoteWerks in our main categories:

TOP 20

QuoteWerks is one of the top 20 CPQ Software products

TOP 20

QuoteWerks is one of the 20 Sales Proposal Automation Software products

If you are interested in QuoteWerks it might also be sensible to check out other subcategories of Sales Proposal Automation Software collected in our base of B2B software reviews.

Each enterprise has its own characteristics, and might require a special Sales Proposal Automation Software solution that will be adjusted to their business size, type of customers and staff and even specific industry they cater to. It's not wise to count on locating a perfect services that is going to be suitable for every business no matter what their background is. It may be a good idea to read a few QuoteWerks Sales Proposal Automation Software reviews first and even then you should remember what the software is supposed to do for your company and your staff. Do you need an easy and straightforward service with just essential functions? Will you actually make use of the advanced tools required by experts and big enterprises? Are there any specific tools that are especially beneficial for the industry you operate in? If you ask yourself these questions it is going to be much easier to locate a reliable app that will fit your budget.

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

Positive Social Media Mentions 25
Negative Social Media Mentions 1

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.

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

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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

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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Reviewed By Louie Andre
Page last modified
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