QuoteWerks

Top Rated QuoteWerks Alternatives

Salesforce Revenue Cloud

(1,396)

4.2 out of 5

See all QuoteWerks Alternatives

QuoteWerks Reviews & Product Details

admin

Katie P.

Marketing Director

Security and Investigations

Small-Business(50 or fewer emp.)

Validated Reviewer

Verified Current User

Review source: Organic

Jan 15, 2016

"Great quoting software and proposal delivery"

What do you like best about QuoteWerks?

My absolute favorite feature of QuoteWerks is QuoteValet, which enables you to send your proposal to a potential client in the form of a webpage. They can select optional add-on items, ask questions and even approve and sign. It has given the company I work for a great edge against our competitors. Since using QuoteWerks, we have won several high dollar contracts. Our customers love how professional the proposals look and we love how everything seems so automated. You can also integrate it with other software, such as Sedona. The integration is pretty seamless and has cut down on the amount of time put into creating new jobs. The bundling feature enables us to create quick proposals for some of our more popular security, camera and automation packages. Review collected by and hosted on G2.com.

What do you dislike about QuoteWerks?

My only qualm with the software is that the user licenses are set on a 24 hour timeline. If I log in to QuoteValet for even just 3 minutes and then log out, that user license is still registered as being used until the following day. Review collected by and hosted on G2.com.

Recommendations to others considering QuoteWerks:

Make sure to purchase an extra license if you are using QuoteValet and have employees in the office who often log in to keep track of sales and proposals. Review collected by and hosted on G2.com.

What problems is QuoteWerks solving and how is that benefiting you?

The biggest issue we faced before QuoteWerks was being able to quickly and efficiently send a customer who lives 3 hours away a proposal without having to mail it or have a rep drive out there to get the physical signature. QuoteWerks has completely fixed that issue. Review collected by and hosted on G2.com.

Show Less

Helpful?

Admin Approval Link

QuoteWerks Overview

edit

What is QuoteWerks?

Integration | Price | Support | Features With over 88,000 Users in 101 countries, QuoteWerks is the Market Leading sales quoting and proposal solution. What really sets QuoteWerks apart is it's turn key implementation, affordable pricing, legendary phone support, and most importantly the 55+ integrations with CRM, Accounting, Distributors, FedEx/UPS, Leasing, Sales Tax, Microsoft Word, Dell, Cisco, HP, CDW, NewEgg, Provantage, Staples, and more. QuoteWerks is used by companies in almost every industry and by companies of all sizes. The Details: QuoteWerks is specialized (CPQ) software used in every industry for creating sales quotes and proposals. Rather than using Microsoft® Word® or Excel® to create your quotes and proposals, you can benefit from a tool that is specialized for the task of creating quotes and proposals. QuoteWerks fits into your existing software environment. It works with the software that you store your customer information in like ACT!, ACT! for Web, Autotask, ConnectWise Manage, GoldMine, Google Contacts, Kaseya BMS, Maximizer, MS Dynamics CRM, Outlook, Outlook BCM, salesforce.com, SalesLogix, SugarCRM, and ZohoCRM eliminating the need to re-type customer information. QuoteWerks also has its own built-in contact database. You can easily import your product information into QuoteWerks. QuoteWerks can link to product database sources like external databases, Excel spreadsheets, or text files. You can also just type product information directly into the quote. If you use QuickBooks or Peachtree, QuoteWerks can even quote products that you have stored in QuickBooks or Sage 50 - US Edition / Peachtree. QuoteWerks has the ability to group items items using Bundles or Kits. The QuoteWerks Configurator simplifies building a quote by presenting the sales rep with a list of products to choose from step-by-step. The list of products displayed at each step will be based on the previous selection. The lists of products and number of steps are specified when the configuration is setup. One of the main advantages of using the configurator is that once it has been setup, the sales rep can very easily pick products from the lists presented to them, ensuring that the sales rep will not forget to add products they should. Thus, reducing training costs and mistakes. Our IT Industry Solution provides an integration with Tech Data, Ingram Micro, SYNNEX, D&H and more. You can get real-time pricing and warehouse availability from your vendors and using our QuoteWerks Product Content Subscription (powered by Etilize), customer friendly product descriptions, product images, and marketing descriptions. With QuoteWerks you can also submit orders electronically to your vendors and receive order status with shipping tracking numbers, serial numbers and more. With our QuoteValet® Add-on, you know when your customer views your quote and your customer sign electronically - no more signing and faxing, and can collect credit card payment including deposits. It integrates with your Accounting software like QuickBooks, Sage 50 US Edition / Peachtree, or others through 3rd party Accounting add-ons so when those quotes become orders you don't have to re-enter your orders, and those orders can be submitted electronically to your vendors! All of this eliminates costly mistakes. QuoteWerks has been empowering businesses for over 25 years - increasing their productivity and closing more sales by simplifying and speeding up their price quoting/proposal processes in the office and on the road.

QuoteWerks Details

Discussions

QuoteWerks Community

Languages Supported

English

Show LessShow More

Product Description

QuoteWerks is a turn-key quoting and proposal solution with over 80,000 Users in 101 countries. What sets QuoteWerks apart is its 55+ integrations with CRM, Accounting, Distributors, FedEx/UPS, Leasing, Sales Tax, Microsoft Word, Dell, Cisco, HP, CDW, NewEgg, Provantage, and more. QuoteWerks is used by companies in almost every industry and by companies of all sizes

How do you position yourself against your competitors?

QuoteWerks has been a leader in the quoting and proposal industry for over 25 years. With our extensive market experience we have successfully reduced the time it takes to create sales quotes and proposals for our over 86,000 users worldwide with our complete integrations with the most popular CRM/PSA systems, distributor feeds, and diverse time-saving features.

Additionally, coupling QuoteValet with QuoteWerks provides our users with an innovative and streamlined approach for delivering quotes and proposals. QuoteValet increases sales closure rates with a simplified and personalized web page for each customer to digitally sign and accept quotes and proposals without the hassle of scanning or faxing finalized contracts.

With our price, support, feature set, and turn-key deployment, QuoteWerks is a stable and dynamic solution that can be utilized by any size business in any industry.

Seller Details

Seller

Aspire Technologies Inc.

Year Founded

1993

HQ Location

Orlando, FL

Twitter

@QuoteWerks
1,151 Twitter followers

LinkedIn® Page

www.linkedin.com
49 employees on LinkedIn®

Overview Provided by:

Brian Laufer

Vice President at QuoteWerks

Recent QuoteWerks Reviews

4/2/2025

Purnima K.Mid-Market (51-1000 emp.)

5.0 out of 5

"Easy platform for sales quoting and proposal creating."

It helped me a lot in creating sales quotation and proposal creation with an ease.

2/26/2024

Peter H.Enterprise (> 1000 emp.)

4.5 out of 5

"Quotewerks - I wish I had purchased this 15 years ago"

I really like the capability to search my vendors and get best prices and descriptions.

12/17/2023

Tyson R.Small-Business (50 or fewer emp.)

3.5 out of 5

"Not a bad product, Just not good support"

Etilize makes it IMMENSELY easier to quote things. While it's a little wonky sometimes with Description, what it does give saves us huge amounts of...