General information about Quotewerks
QuoteWerks is a specialized software solution for creating sales quotes and proposals. It streamlines the process of generating, tracking, and managing quotes, allowing businesses to increase productivity and close deals faster.
QuoteWerks integrates with popular CRM and accounting software like Salesforce, QuickBooks, and Microsoft Dynamics CRM to eliminate duplicate data entry. It supports multiple pricing options, bundles, configurations, and optional items for flexible quote creation.
The software also features real-time pricing and availability from various vendors to ensure accurate quotes. Moreover, it has built-in electronic signature capture for quick approvals.
With its robust reporting capabilities, businesses can gain insights into their quoting activity and performance. QuoteWerks is a comprehensive tool that simplifies the quoting process, making it an essential asset for sales teams in any industry.
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See alternatives to Quotewerks like Hubspot Sales Hub or Slack.What is Quotewerks used for?
QuoteWerks is a valuable tool for small businesses, allowing them to quickly create accurate and professional quotes. It eliminates the need for double data entry by integrating with popular CRM and accounting software. For example, a business using Salesforce to manage its customer relationships can easily transfer contact and sales information into QuoteWerks to create a quote. Moreover, with the electronic signature feature, customers can approve quotes quickly, thus speeding up the sales process. The robust reporting capabilities also provide valuable insights into sales performance.Quotewerks features
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Electronic Signature Capture
QuoteWerks has built-in electronic signature capture for quick approvals -
Integration with CRM and Accounting Software
QuoteWerks integrates with popular CRM and accounting software like Salesforce, QuickBooks, and Microsoft Dynamics CRM to eliminate duplicate data entry -
Real-Time Pricing and Availability
The software features real-time pricing and availability from various vendors to ensure accurate quotes -
Multiple Pricing Options
It supports multiple pricing options, bundles, configurations, and optional items for flexible quote creation -
Robust Reporting Capabilities
With its robust reporting capabilities, businesses can gain insights into their quoting activity and performance.
28 Quotewerks Reviews
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Jack W
Quotewerks: Packed with Features, Awaiting Some Enhancements
Quotewerks has many great features, but I feel it's hindered by a GUI that seems to be developed in the 8s. The interface often lacks intuitiveness, and certain screens, field sizes, and templates aren't easily customizable. Despite this, the program has improved our quoting process significantly. However, it requires entering opportunities in Quotewerks rather than in our CRM, which I wish it would allow. When my admin staff creates quotes for sales reps, the opportunity is marked as being owned by the admin, which I then have to manually correct. Changing the sales rep on the quote doesn't update the owner of the opportunity in the CRM, which is a flexibility I wish it had. When using Quote Valet, there's an option to pay immediately with ACH and credit card. It's great that ACH is now allowed, but I'm disappointed that I can't customize the wording for the cash discount or additional fee for credit card use. Despite these issues, I continue to use and appreciate the software, though I do have several wishes for its improvement.
October 15, 2024
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William N
Top-tier CPQ Software: QuoteWerks
I believe that quotewerks is simply the best CPQ on the market, whether used independently or integrated with other systems.
October 8, 2024
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Indigo S
Streamlining Customer Service with QuoteWerks: Centralized Client Information for Personalized Support
As a customer service representative, I appreciate how QuoteWerks allows us to store all client information in one place. It makes it easier to provide personalized service.
October 1, 2024
Quotewerks: Pros & Cons
Pros
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Integration Capability: QuoteWerks seamlessly integrates with popular CRM and accounting software, enhancing business efficiency
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Customization: QuoteWerks offers a high degree of customization, allowing businesses to tailor the software to their specific needs
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Time-Saving: With its automated quoting and proposal generation features, QuoteWerks significantly reduces the time spent on creating quotes and proposals.
Cons
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Lack of Integration: QuoteWerks lacks integration with some popular CRM systems, which can limit its functionality and efficiency for businesses that use these systems.
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Limited Customization: QuoteWerks does not offer a high level of customization, which can make it difficult for businesses with unique needs to fully utilize the software
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Outdated User Interface: The user interface of QuoteWerks is considered outdated by some users, which can make the software less intuitive and harder to navigate
Why is Quotewerks better than other CRM software?
Quotewerks is better at value for money than Hubspot Sales Hub: 4.4 vs 4.2
Quotewerks has better positive reviews compared to PandaDoc: 92 vs 91
Quotewerks pricing plans are more competitive than PandaDoc: 4.4 vs 4.3
