Last Updated
Overview
QuoteWerks provides comprehensive Configure, Price, Quote (CPQ) capabilities to help sales teams create accurate proposals efficiently. While the user interface can be a bit more modernized, its efficient distributor integrations and strategic efficiency make it a compelling choice for simplified quoting.
QuoteWerks Specifications
- Sales Automation
- Reporting and Analytics
- Sales Forecasting
- Email Integration
QuoteWerks Features
Sales Pipeline Transparency
A simple design gives sales reps an easy way to create and track customer interactions until they close. This gives full visibility into the sales cycle so teams can monitor every quote and manage the pipeline with ease.
Electronic Signing And Acceptance
The system gets customer signatures electronically, so there is no need to print or scan PDF documents. This makes the agreement process faster by letting clients approve proposals on any device, which removes delays in the final sale.
Quote View Notifications
Sales teams get alerts the moment a customer opens a proposal, so they know exactly when a document is being reviewed. This removes the guesswork and helps reps have better follow-up talks since they know if the client saw the price.
Approval Workflows
Peer and manager approval steps make sure every document is accurate and consistent before the customer sees it. This review process stops errors and misquotes, which protects the company from mistakes and keeps all work professional.
Standardized Pricing And Layouts
Users can make item lists and templates to keep service offerings the same brand proposals with professional layouts. Keeping product data and designs in one place ensures that all presentations and contracts look the same across the company.
Pros And Cons of QuoteWerks
Pros
Uses existing quotes as brand templates to maintain consistency
Simplifies complex building through pre-configured product bundles
Provides professional branded layouts that enhance company image
Cons
Generating print versions of quotes can take some time
Reporting for port tracking and visibility could be more efficient
QuoteWerks Reviews
Total 15 reviews
4.5
All reviews are from verified customers
Rating Distribution
5
Stars80%
4
Stars7%
3
Stars7%
2
Stars0%
1
Stars7%
Share your experience
Zoe H.
Electrical/ Electronic Manufacturing, 51-100 employees
Less than a year
“very responsive support”
Pros
Putting quotes together takes a lot less effort now because I can automate pricing, margins and product configurations, then send everything straight to clients. The integrations have been really useful too since they let me pull in data without re-entering it by hand. The electronic signature feature also organizes the process and gives me better control and visibility at every stage of the sales cycle. On top of that their support team has been consistently friendly and quick with help tickets and the answers they provide are detailed and clearly explained.
Cons
That said customizing or editing a PDF the way I want still takes more time than I expected because the template editor is not as user friendly as some other tools. It also comes with a fairly long learning curve that can feel overwhelming at first.
Rating Distribution
Ease of use
9
Value for money
10
Customer Support
9
Functionality
10
David H.
Information Technology and Services, 11-50 employees
Less than a year
“Templates better than sharing quotes”
Pros
Setting up quote templates for each salesperson in our organization has been pretty easy.
Cons
Compared with some of the other tools we evaluated, this one doesn't offer link-based quotes that update in real time, so any changes require sending the quote again.
Rating Distribution
Ease of use
5
Value for money
5
Customer Support
5
Functionality
7
Nadine S.
Business Supplies and Equipment, 1-10 employees
More than a year
“easy workflow”
Pros
Using QuoteWerks is very easy and that's what I liked most about it. Searches and lookups can be done in just seconds.
Cons
Honestly, there wasn't anything I disliked especially since it was very simple to understand.
Rating Distribution
Ease of use
10
Value for money
9
Customer Support
10
Functionality
9
Frequently Asked Questions
What types of pricing plans does QuoteWerks offer?
QuoteWerks cost breakdown includes three plans: Essential ($50/month), Balanced ($78/month), and Pinnacle ($102/month). Request a customized QuoteWerks price plan for your business today!
Who are the typical users of QuoteWerks?
QuoteWerks features are designed for businesses in industries and sectors like distribution, manufacturing, healthcare, supply chain, construction, and sales.
Does QuoteWerks offer an API?
Yes, QuoteWerks provides an API.
What other apps does QuoteWerks integrate with?
The platform integrates with various software and services, including HubSpot CRM, QuickBooks, Salesforce, Microsoft Outlook, Autotask PSA, and ConnectWise PSA.
What languages does QuoteWerks support?
The platform currently supports the English language.
What level of support does QuoteWerks offer?
The platform provides support through email, fax, chat, and phone.
Does QuoteWerks have a mobile app?
Information regarding a dedicated mobile app has not been specified by the vendor.