QuoteWerks Bewertungen

QuoteWerks

Quoting & Proposal CPQ Solution Integrating w/ your systems

4.4/5 (66 Bewertungen)
Mit Google übersetzen

Quotewerks does exactly what the name describes... makes quotes.

Täglich für Mehr als 2 Jahre genutzt
Bewertet am 8.3.2018
Quelle der Bewertung: Capterra

It makes quotes and sends quotes to customers. Offers the ability to make revisions to quotes and keep the originals.

Vorteile

Easy to set up and easy to use. Minimal "bells and whistles" keeps you on task and making quotes. Great for the first step of the sales process only and sending out for invoicing to another product.

Nachteile

Great software for the first step of the sales process only however... 1) Not all info is searchable. 2) Does not integrate with many programs and not all fields integrate. 3) "Tickle" or reminder functions minimal and only in quote valet. 4) reports are clunky and minimal without paying to customize. 5) No workflow automation. 6) Minimal notifications as to quote progresses or when approved to client or inter-company personnel. 7) Interface looks the same as it did in 2012 when we started. 8) Not enough logging of estimates as they change or are updated. 7) No scheduling functions. 9) No "app" for smart phones. 8) Minimal Export functions. 9) Dashboard notification options are very limited to just two integration programs and not for overall quoted work. 10) No Service Operations Automation or Order management. 11) Does not allow for Teams or intercompany groups to be part of an estimate. 12) No intercompany communication short of a new added dynamic notes field which seems to be built with 1995 technology. 13) No auto follow up emails for estimates unless in Quote valet and they are somewhat generic. 14) Does not export "ship to" field to MOST integrated software packages. 15) No ability to auto CC office staff when creating an email template.

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2.0/10
Mit Google übersetzen

Fantastic tool for building and managing your sales opportunities and quotes.

Täglich für Mehr als 2 Jahre genutzt
Bewertet am 5.12.2017
Quelle der Bewertung: Capterra

The quote visibility and access to online sync resources is super helpful in our quoting process.
Our sales team couldn't operate without Quotewerks any longer. It has become integral to our processes.

Vorteile

Quotewerks has the ability to see if and when your customer sees your quote. When we were looking into the product, we had received a quote from our Quotewerks sales rep and it had been ignored and was expired. We opened the quote a few weeks later to take a quick look at it and 15 minutes later we got a phone call from our sales rep. "I see you opened this expired quote. I wanted to answer any questions for you and get an updated quote if you are still interested." That sealed the deal for us. Then we found out all of the other amazing things it could do and have loved it every day. It has easily paid for itself many times over.

Nachteile

Quotewerks must run locally. There is a web version in development, but it is still pretty green. If you need to use it remotely you will need either Terminal Services or VPN to access it. The Quote Valet add-on gives it some web connectivity features which are helpful for viewing existing quotes and responding to customers, but not necessarily for building new quotes. Once they get the web version finished, that should help with this a lot.
The product can also be a little bit kludgy to learn at first. It's been around for a long time so some of the interface is a bit antiquated.

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10.0/10
Mit Google übersetzen

We ♥ QW!

Täglich für Mehr als 2 Jahre genutzt
Bewertet am 24.8.2018
Quelle der Bewertung: Capterra

We use QW for all sales quotes that are generated in our office. Prior to QW, quote writing was done in MS Office. The implementation dramatically reduced time writing quotes and errors. The ACT/Sage/edi integration completely eliminated duplicate data entry. The software is very easy to keep up to date, which was also kind of a 'sketchy' set of tasks prior to QW.

The QW tech support people are top knotch professionals. During our implementation they were EXTREMELY supportive and wanted to ensure that we were self sufficient. After 2 years, we don't call them much (I am sure they miss us), but when they do that are terrific.

Vorteile

Integration with our CRM (ACT) and our accounting S/W (Sage) was a major selling point. We also export .xml files and import them into warehouse management system via edi. Ease of use was also very important to our purchase decision. QW was also recommended to us by our ACT consultant who was familiar with our business. The online QW demo and videos were great at showing the ease of use of the product too.

Nachteile

The reporting function is not great. We invested in MasterMine for QW. Since we made the MasterMine investment, we are able use the data out in QW to a much fuller extent for business planning and decision making. .

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10.0/10
Mit Google übersetzen

Quotewerks Helped Our Company Grow!

Täglich für Mehr als 2 Jahre genutzt
Bewertet am 24.8.2018
Quelle der Bewertung: Capterra

Our business model focuses on providing an outsourced procurement staff. I can honestly say we would not be as successful as we are without the use of Quotewerks. The efficiency of getting quotes assembled and distributed allows us to run a lean staff and maximizes our resources. The distributor integrations also reduced our RMAs significantly by allowing us to place the orders directly through Quotewerks instead of manual entry where mistakes can occur. Overall we couldn't be more pleased at how Quotewerks has helped our business grow.

Vorteile

The ease of use and various integrations are some of it's strongest features. We had no issues getting it plugged into our CRM and Accounting software packages. When we had questions, Quotewerks support was always there to help guide us.

Nachteile

Any issues we have with Quotewerks is purely minor issues like adding other shipping companies to the list in the procurement tracking model. There are workarounds to still provide tracking for LTL and regional freight couriers, but it would be nice to be able to have the ability to track all of the couriers.

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10.0/10
Mit Google übersetzen

Quotewerks is a very versatile quoting tool.

Täglich für Mehr als 2 Jahre genutzt
Bewertet am 26.4.2018
Quelle der Bewertung: Capterra

Integration with salesforce.com, a basic configurator and a low price point.

Vorteile

Quotewerks has a huge number of features. We extensive use the configurator and bundles that help our staff reduce mistakes. We have Quotewerks linked to salesforce.com and that reduces the amount of double keying and provides a audit trail between the two systems. Quotewerks has a low price point making it ideal for companies to start using a CPQ tool. Quotewerks support is very good because you get to talk to a person about your issues with the software. One service we used that was very helpful was a 1 hour review of how we have our software setup and recommendations for best practices.

Nachteile

Quotewerks provides so many different features it's hard to determine which way is the best way to configure the software without assistant from support.

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Weiterempfehlungsquote

9.0/10
Mit Google übersetzen

We are a manufacturer's rep firm and this quote-generation software simplified our system.

Täglich für Mehr als 2 Jahre genutzt
Bewertet am 25.4.2018
Quelle der Bewertung: Capterra

Saved time; provided a professional appearance to our out-bound quotes; easily integrated with our accounting software; allowed us to better work together as a team to complete sales; easily integrated with our CRM software.

Vorteile

We find QuoteWerks to be fairly priced. It is customizable to suit our particular needs. Whenever we have had any technical trouble, the tech support team has always been quick and very knowledgeable. We have the professional edition tied into our Quickbooks accounting software, which has resulted in a large time savings!

Nachteile

The GUI isn't the prettiest or most modern, but it is functional and mostly intuitive. There have been frustrations with technical issues from time to time, but they are usually pretty quickly resolved with help from tech support or in an future software update. Updates are frequent and fix bugs often.

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10.0/10
Mit Google übersetzen

I have been using for over 10 years, Love it!

Täglich für Mehr als 2 Jahre genutzt
Bewertet am 27.4.2018
Quelle der Bewertung: Capterra

Quick, easy, and efficient quote to order to invoice process. All of the accounting/crm programs have some type of quoting module but none of them come close to QuoteWerks.

Vorteile

I love the flexibility of being able to format the quotes the way I want them to look to the customer. The product listing and pricing options are very easy to use, and I can adjust on the fly very easily. Being able to sync with Quick Books Online ia great plus also.

Nachteile

Needs to be able to send appointments to Google Calendar. They work with Google Contacts and Gmail, why not Calendar?? Some of the features require moving to a higher level package and I am so comfortable with what I have, I have decided to do without. Just what works for me.

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10.0/10
Mit Google übersetzen

Not so good for Bosnia...

Täglich für Mehr als 1 Jahr genutzt
Bewertet am 11.6.2016
Quelle der Bewertung: Capterra

Our experience with QW is disappointing. We were expecting to solve few issues within our quoting process but unfortunately we will be looking for another solution.

Vorteile

Only pro is that it is cheap.

Nachteile

Lots of it. If you are solution provider doing a bit more complex projects where customers demanding several different quotes to see where they stand, can't support different character set like we are working in English only world (this created really unprofessional looking quotes), can't handle VAT in way it is according to the law or it can't create options on quotes where different VAT calculations are included.
I won't even mention issues with proposals which are more complex then quotes.

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2.0/10
Mit Google übersetzen

Needs a UI overhaul

Täglich für Mehr als 2 Jahre genutzt
Bewertet am 30.4.2018
Quelle der Bewertung: Capterra

Vorteile

This program is better than quickbooks for quoting project and it interfaces with quickbooks desktop

Nachteile

The user interface does not follow the normal standards in many cases of the Windows platform for focusing on input areas or utilize drop down lists/lookups to make the program more utilitarian. If they would spend as much time on the user interface as they do updating functionality with databases it would be awesome. Adding a more automated method of building output formats would be welcomed since a person could make a full time job of learning the macro formats.

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Mit Google übersetzen

Very good time-saving tool

Täglich für Mehr als 2 Jahre genutzt
Bewertet am 24.8.2018
Quelle der Bewertung: Capterra

We have been using QuoteWerks for several years, but I still remember the days of creating quotes in Word, which was tedious and time consuming. QuoteWerks made creating quotations and tracking them quick and easy.

Vorteile

It is quick and easy to create professional looking quotations to send to our clients. It links with GoldMine to aid in tracking quotes and creating follow-up reminders.

Nachteile

It is more directed to a manufacturing industry than a service industry. Also, the reporting is not very user friendly, although its been recommended we purchase Crystal Reports.

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10.0/10
Mit Google übersetzen

Quick and Easy

Täglich für Mehr als 2 Jahre genutzt
Bewertet am 28.8.2018
Quelle der Bewertung: Capterra

We used to create quotes in Word, and that was cumbersome. QuoteWerks has saved us time and makes our quotes look more professional.

Vorteile

Creating quotes is very easy with QuoteWerks. I especially like the templates, it allows me to have most of my quotes created, and all I have to do is make some minor tweaks. It also integrates with our Contact Management software, and that saves me time when it comes to scheduling calls and forecasting sales

Nachteile

There is not any glaring issues that I have with the system that are worth mentioning.

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10.0/10
Mit Google übersetzen

Quotewerks is a great tool, and will soon integrate with our new CRM, making it very useful.

Täglich für Mehr als 2 Jahre genutzt
Bewertet am 11.7.2017
Quelle der Bewertung: Capterra

Vorteile

I like the ease of use after configuration. Its pretty easy to generate a quote and get it sent out. I also like the fact that the quotes are securely delivered and can be accepted and paid through the email. It integrates with our merchant services so we can take deposits upon acceptance.

Nachteile

Initial configuration is a bit advanced. This software is rich in features, so it may take a bit of assistance from the Quotewerks staff to get everything configured how it should be, prior to initial use.

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Mit Google übersetzen

We use Quotewerks daily to quote services and product sales.

Täglich für Mehr als 2 Jahre genutzt
Bewertet am 19.3.2018
Quelle der Bewertung: Capterra

helps our sales team to quote, track, and win projects!

Vorteile

QuoteWerks can be customized to suit the needs of your business. Products are stored in the database to easily select for future quotes. It integrates with Quickbooks sending the quote over to be invoiced. Emails are sent to the addresses you specify alerting that a project has been won.

Nachteile

The item numbers are limited to a certain number of characters which causes the sync to QuickBooks to fail if your part is too long.

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8.0/10
Mit Google übersetzen

Good quote package

Täglich für Mehr als 2 Jahre genutzt
Bewertet am 24.8.2018
Quelle der Bewertung: Capterra

Vorteile

Database driven. Lots of flexibility. PDF output. Ties into CRM. Easy to organize product database.

Nachteile

Would be nice if quote item table could be put in a mode to auto-expand description/note fields when entering the cell.
Can't open product database without creating a quote.
If you lose connection to network host for even a fraction of a second, you lose all of your work since last save and you get dozens of error messages you have to clear...a SERIOUS pain-in-the....

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8.0/10
Mit Google übersetzen

It's an admirable system for quoting but, lacking in flexibility

Täglich für Mehr als 2 Jahre genutzt
Bewertet am 9.8.2017
Quelle der Bewertung: Capterra

Vorteile

I use the quoting tool multiple times a day. It's efficient when pulling information from other databases. There are multiple fields for data capture.

Nachteile

The overall look of the proposal is ok. I wish there were different format options for more complex proposals. When adding comment fields, it numbers them in the proposal and it's a bit confusing looking. Would be nice to have a hierarchy consisting of a main part number and then the other components under it.

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Mit Google übersetzen

Very useful daily tool

Täglich für Mehr als 2 Jahre genutzt
Bewertet am 26.4.2018
Quelle der Bewertung: Capterra

Nice and easy order entry as well as pricelist control

Vorteile

Easy to use and "integrates" nicely with our Maximizer CRM. We use only parts of the systems as we use it for order entry and not really for quoting and pipeline management. The order part works perfectly for our needs.

Nachteile

The reporting features could be better with some easy-to-use templates, WYSIWYG etc. It would also be great with some tighter integration to Maximizer - i.e. to the Opportunities part.

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9.0/10
Mit Google übersetzen

Perfect solution for quoting software!

Täglich für Mehr als 2 Jahre genutzt
Bewertet am 24.8.2018
Quelle der Bewertung: Capterra

Before Quotewerks, our office was using Microsoft Word to create quotes, and save them in a random folder. Quotewerks has enabled us to all utilize one system, keep everything organized, track our sales history, and streamline all of our sales processes! I highly recommend it for anyone looking for quoting software!

Vorteile

Ease of use, ability to customize generated reports, centralized storage for multiple sales persons quotes.

Nachteile

Fixed field positioning for tabs in software.

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10.0/10
Mit Google übersetzen

QuoteWerks - Long Overdue Upgrade

Täglich für Mehr als 2 Jahre genutzt
Bewertet am 27.8.2018
Quelle der Bewertung: Capterra

Quotes created quickly and professionally - what more could you ask for.

Vorteile

Easy to use and very simply adds features that doesn't change the software UI too much allowing those familiar with previous versions to jump right in.

Nachteile

Can be a little clunky and slow at times. Mainly because of the way the database stores quotes and archives. If you are a large company with many sales reps you may have to archive more often.

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9.0/10
Mit Google übersetzen

Fairly solid for the most part

Täglich für Mehr als 2 Jahre genutzt
Bewertet am 28.2.2018
Quelle der Bewertung: Capterra

Vorteile

QuoteWerks does provide a number of strong features that I'm looking for in a quoting tool. It enables me to customize a number of things so that I can fine tune my quotes and has some very needed pricing tools in place to make quoting easier.

Nachteile

QuoteWerks doesn't seem to integrate too well with my Sage programs. It does an "okay" job but there should be a stronger focus on integrating.

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Mit Google übersetzen

Easiest Software Ever

Täglich für Mehr als 2 Jahre genutzt
Bewertet am 24.8.2018
Quelle der Bewertung: Capterra

Everyone in our office are on the same page now when it comes to how our quotes look and what information needs to be relayed to the customer. We are all able to see and have access to each others quotes, which is helpful when someone is out of the office.

Vorteile

QuoteWerks is very easy to learn to use.

Nachteile

I wish the amount of characters allowed for a part number when building a bundle were more. We have very long part numbers in our business

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Weiterempfehlungsquote

10.0/10
Mit Google übersetzen

Powerfull Quoting software

Täglich für Mehr als 2 Jahre genutzt
Bewertet am 24.8.2018
Quelle der Bewertung: Capterra

Over all this is a great program, very easy to deploy and use, it is comparable with a lot CRMs and account software, and they provide some cool options for extra cost as well.

Vorteile

easy to use and deploy, not expensive and great customer services.

Nachteile

knowledge base sometimes can be though to find information and they send out several updates through out the year, this can be a bit of a problem when trying to stay current.

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9.0/10
Mit Google übersetzen

Relatively easy to use.

Täglich für Mehr als 2 Jahre genutzt
Bewertet am 27.4.2018
Quelle der Bewertung: Capterra

All or most order info in one place.

Vorteile

Connectivity to our CRM, ACT is extremely helpful as well as to Microsoft Outlook. I love emailing directly from QW to my customers.

Nachteile

Reporting leaves a lot to be desired. I wish I could easily edit the field layout on the main tabs. Some field labels I've created are too long and won't fit, so most of the label info is lost on the screen.

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8.0/10
Mit Google übersetzen

Works well!! Lot's of options and customization. Takes some time to get it all working well.

Täglich für Mehr als 2 Jahre genutzt
Bewertet am 25.4.2018
Quelle der Bewertung: Capterra

Vorteile

Customization. You are free to create and use the quoting software in the way you would like and works best for your company. I've been using this since 2012, and it's been getting better and better.

Nachteile

It does take some work to get it all set up, but in the end it is worth it. It took a bit of time to learn, but they have lots of videos to help you along your way.

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Mit Google übersetzen

Completely changed the way we deliver quotes!

Täglich für Mehr als 2 Jahre genutzt
Bewertet am 25.4.2018
Quelle der Bewertung: Capterra

Simplified quoting and approval process.

Vorteile

The software - especially when combined with QuoteValet, has changed the way we deliver quotes. It makes it SO much easier to deliver professional quotes.

Nachteile

It can be a little tricky to take advantage of the product database. I still feel like I'm massaging our product list even after 5 years. It just takes time to get it right.

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10.0/10
Mit Google übersetzen

We all just love it for we have it on a host server so all field salespersons can log in to create .

Täglich für Mehr als 2 Jahre genutzt
Bewertet am 25.4.2018
Quelle der Bewertung: Capterra

Vorteile

it integrates just great with ACT! our customer database of over 25 years integrates easily with QW's. We have over 200 vendors that we keep price changes updated in QW's to make quoting easy any accurate.

Nachteile

Theirs nothing we don't like about it. Do wish vendors would use the same format for their price lists and have some automatic way to import from the web.

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