QuoteWerks

4,6 (178)
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CPQ-Lösung zur Angebotserstellung mit Integration in vorhandene Systeme

Gesamtbewertung

4,6 /5
(178)
Preis-Leistungs-Verhältnis
4,6/5
Funktionen
4,6/5
Bedienkomfort
4,5/5
Kundenbetreuung
4,6/5

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178 Bewertungen

Rob
Rob
Gesamtbewertung
  • Branche: Maschinenbau oder Wirtschaftsingenieurwesen
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 10.0 /10

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

Bewertet am 25.4.2018

Saved time; provided a professional appearance to our out-bound quotes; easily integrated with our...

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.

Fridah
Fridah
Gesamtbewertung
  • Branche: Grafikdesign
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Täglich für Mehr als 1 Jahr genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 10.0 /10

Discount & Price Management for Graphic Design Services

Bewertet am 5.7.2023

Margin management for products and services.Pricing and cost calculations.

Margin management for products and services.Pricing and cost calculations.

Vorteile

QuoteWerks makes it easy to price, quote and configure services in our agency.

Nachteile

QuoteWerks has nothing to do with flaws since it meets my needs.

Bruce
Gesamtbewertung
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung

Needs a UI overhaul

Bewertet am 30.4.2018

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.

Verifizierter Rezensent
Gesamtbewertung
  • Branche: Maschinerie
  • Unternehmensgröße: 11–50 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 5.0 /10

Review of Quotewerks

Bewertet am 2.11.2018

Quotations are efficient to create, easily searchable, trackable and templates allow us to...

Quotations are efficient to create, easily searchable, trackable and templates allow us to represent multiple business units on one platform.

Vorteile

We use this software on a daily basis for transcribing quotations from suppliers and creating quotations using our branding and templates. The software makes it very easy to copy and paste information as well as edit where appropriate. An easy to understand gauge of cost/sales price and profit% allows for simple cost and profit tracking. The software makes it very easy to create and edit templates for different situations

Nachteile

From out experience it can be difficult to insert drawings/images and other multimedia into the quotes. We have had some stability issues in the past but the current release seems to have solved that

Tommy
Tommy
Gesamtbewertung
  • Branche: Telekommunikation
  • Unternehmensgröße: 11–50 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 10.0 /10

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

Bewertet am 27.4.2018

Quick, easy, and efficient quote to order to invoice process. All of the accounting/crm programs...

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.

Damaris
Damaris
Gesamtbewertung
  • Branche: Finanzdienstleistungen
  • Unternehmensgröße: 1.001–5.000 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 9.0 /10

A Loquacious, Flourishing and Bombdiggitty Quote and Electronic Payment Software

Bewertet am 23.12.2022

Price management and configurable features that is simplified to quote and have ability to serve...

Price management and configurable features that is simplified to quote and have ability to serve customers quickly and efficiently

Vorteile

It's flexible and effective that it can integrate with third party softwares.Electronic payments are done which help in saving cost and time .Sending of quotes and estimates are done by this software.It enables faster and accurate calculations with very comprehensive data

Nachteile

The software is less expensive and has a user friendly interface ,and has meet my expectations therefore I dislike nothing.

Michael
Michael
Gesamtbewertung
  • Branche: Computer-Hardware
  • Unternehmensgröße: 51–200 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 8.0 /10

QuoteWerks - Great for Small Business

Bewertet am 4.12.2018

We use it to sell digital signage and software. We have been a customer for about 13 years and...

We use it to sell digital signage and software. We have been a customer for about 13 years and recently upgraded to the 2018 version, version 5.0. I am the admin and manage the users in the system along with their rights and privileges.

Vorteile

Easy to use. Can manage many product lists and it is very detailed. this includes photos and even linking for easy quote building.

Nachteile

Lots of areas to get lost, many sub menus. Might take some time to get up to speed if you haven't used it before. Initial training can be lacking. Building a template is not user friendly. Requires database cleanup as it will slow down if you don't.

Cedeno
Cedeno
Gesamtbewertung
  • Branche: Marketing & Werbung
  • Unternehmensgröße: 201–500 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 10.0 /10

Configure, Price and Quote Products for 24/7

Bewertet am 29.6.2023

It reduce manual processes when pricing and configuration products and services.

It reduce manual processes when pricing and configuration products and services.

Vorteile

QuoteWerks makes it seamless to price products and services.It integrates with accounting tools such as QBO to enhance billing and invoicing automation.

Nachteile

QuoteWerks has never failed me ever since I invested it in my company system.

Anthony
Anthony
Gesamtbewertung
  • Branche: Konsumgüter
  • Unternehmensgröße: 501–1.000 Mitarbeiter
  • Täglich für Mehr als 1 Jahr genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 8.0 /10

Complete solution for managing proposals and quotations

Bewertet am 12.11.2022

This solution has versatile capabilities for our customers to receive the most professional...

This solution has versatile capabilities for our customers to receive the most professional proposals. It allows to obtain professional quotations in an optimal and simple way.

Vorteile

Allows you to receive notifications to let you know when customers view quotes. Facilitates the creation of proposals and quotations with modern and professional styles. A wide variety of templates are available, which can be easily customized. Seamlessly integrates with our CRM. Provides the ability to obtain electronic signatures from customers quickly and easily.

Nachteile

This solution offers versatile options to create quotes, the only thing I don't like is the price which is a bit high.

Henrik
Henrik
Gesamtbewertung
  • Branche: Personalwesen
  • Unternehmensgröße: 51–200 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 9.0 /10

Very useful daily tool

Bewertet am 26.4.2018

Nice and easy order entry as well as pricelist control

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.

thaddeus
Gesamtbewertung
  • Branche: Maschinerie
  • Unternehmensgröße: 11–50 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 9.0 /10

Highly configurable, but affordable quoting system.

Bewertet am 13.9.2022

Our prior process had a complex spreadsheet, with one sheet for each main product, and all options....

Our prior process had a complex spreadsheet, with one sheet for each main product, and all options. Maintaining it was a nightmare, when products or prices changed; and our sales admin who maintained it would have to unlock sheets to update. She would sometimes forget to lock them again, and have to send out multiple updates for one revision. Now, the updates are central, there is no versioning challenge, and, it is easy to have others- for example, engineering- review and adjust a quote.

Vorteile

The ability to use the configurator to create guided sales. Also, the licensing is concurrent user, which is particularly useful to us since we have 16 users, but, some are not every day. Also, there is plenty of flexibility to add more business logic- setting limits on discounts, etc., if we need that in the future. Finally, the Web Version, and the QUOTEVALET online presentation/acceptance make this a good platform for the future.

Nachteile

Would like the ability to automatically sunset products, as they are on a limited basis.

Leonard
Gesamtbewertung
  • Branche: Onlinemedien
  • Unternehmensgröße: 501–1.000 Mitarbeiter
  • Täglich für Mehr als 1 Jahr genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 9.0 /10

Incredible quoting tool that is super intuitive and constantly upgrading its features.

Bewertet am 9.11.2022

Qoutewerks is one of the best configuration pricing quoting software that any company aiming to...

Qoutewerks is one of the best configuration pricing quoting software that any company aiming to create easily its sales quotes and proposals should have. It integrates with CRM software like quickbooks, HubSpot and Salesforce is of high notch. This is the best tool for giving customers perfect breakdown of their purchase.

Vorteile

It's simple interface is so tramedous hence smoothly configuration. Customer Cam easily compare our prices vs products. Its low learning curve make it user-friendly moreso to stuff and employees who aren't technology letrate.The dashboard 8s easily navigable saving us much time as a team. It support team is much responsive and ready for any assistance required regardless the time you contact them. Easy creating of customizable quotes and proposals has smoothened our quoting processes

Nachteile

The only issue that i can address on is pricing. I wish the pricing was made more pocket friendly and economical favouring both large and small scale businesses. In all this product has been so awesome to me and my team.

Maurice
Gesamtbewertung
  • Branche: Informationstechnologie & -dienste
  • Unternehmensgröße: 201–500 Mitarbeiter
  • Täglich für Mehr als 1 Jahr genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 10.0 /10

"'The best platform to increasingly purchase and our quote products. "'

Bewertet am 28.9.2022

I find this platform to be the simplest in quoting.It so impressive in that delivery of quotes is...

I find this platform to be the simplest in quoting.It so impressive in that delivery of quotes is fast to clients. Track purchase is highly enhanced by QuoteWerks.Am quite impressed.

Vorteile

There are massive features that make this platform a great quoting tool. Some of them includes;
>The tool helps save more time while solving tasks.
>There is simplicity in quoting products.
>The user interface is so flexible with such great customizable templates which are different too.
>There are live updates to prices from vendors. This is so impressive.

Nachteile

A quite expensive subscription. This really makes it hard for us some times.

Antwort von Aspire Technologies

Maurice,
Thank you for taking the time to review QuoteWerks! I noticed that you mentioned subscription costs. QuoteWerks is offered in both subscription and traditional software licensing. If you have questions about QuoteWerks pricing, please feel free to give us a call or send us an email!
https://www.quotewerks.com/contactus.asp

Harbinder
Gesamtbewertung
  • Branche: Computer-Vernetzung
  • Unternehmensgröße: 11–50 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 10.0 /10

Software we didn't use for a while

Bewertet am 26.10.2022

Exceptional

Exceptional

Vorteile

We love the software, overall managing the quoting process, and integration into Connectwise. Getting electronic signatures from clients was exceptional.

Nachteile

It takes a while to set it up, creating documents, connecting with vendors.

Antwort von Aspire Technologies

I'm glad that you are finding QuoteWerks helpful in your Quoting Process with ConnectWise. QuoteWerks is highly customizable with over 55 different integrations. Each integration has its own set of rules and processes. Based on feedback from Customers and Vendors, we update our documentation so anyone can setup and customize QuoteWerks to fit their needs. We also offer Professional Services to speed up the process depending on your resources. Thank you for taking the time to write the review and help the QuoteWerks Community!

Samson
Gesamtbewertung
  • Branche: Finanzdienstleistungen
  • Unternehmensgröße: 501–1.000 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 10.0 /10

An efficient tool for Quoting Solution for Small Businesses

Bewertet am 27.3.2023

Quotewerks offers a range of features to help small businesses streamline their quoting process....

Quotewerks offers a range of features to help small businesses streamline their quoting process. Its ease of use, integration capabilities, and flexibility make it a solid choice for businesses that want to save time and increase efficiency.

Vorteile

Quotewerk is intuitive and easy to navigate, even for users who are not tech-savvy. The interface is clean and uncluttered, which makes it easy to find the features you need.

Nachteile

Quotewerks can be a bit expensive compared to other quoting software solutions

Rex
Gesamtbewertung
  • Branche: Onlinemedien
  • Unternehmensgröße: 501–1.000 Mitarbeiter
  • Täglich für Mehr als 1 Jahr genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 10.0 /10

Quote and Proposal management software.

Bewertet am 15.11.2022

One of the best and economical application for quote and proposal management i have ever encountered...

One of the best and economical application for quote and proposal management i have ever encountered is Quotewerks. It has a friendly pricing terms which makes it affordable to all sizes of companies.

Vorteile

Usability, performance, functionality, flexibility and accessibility makes Quotewerks stand out from its competitors. Integration with other available softwares makes it more powerful and effective. With it, it is extremely easy to create elegant sales quotes and proposals. Quotewerks saves much time because of its super speed and it is very easy to customize to your needs. It has a simple interface which enhance smooth configuration.

Nachteile

There is no issue to address at the moment as Quotewerks meets our needs. Anytime we need help, their customer support responds faster.

Roselyn
Gesamtbewertung
  • Branche: Gastgewerbe
  • Unternehmensgröße: 1.001–5.000 Mitarbeiter
  • Täglich für Mehr als 1 Jahr genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 10.0 /10

'''QuoteWerks works best for me and my clients.'''

Bewertet am 14.10.2022

QuoteWerks has made my experience in quoting very simple and effective. Due to the simplicity it...

QuoteWerks has made my experience in quoting very simple and effective. Due to the simplicity it has brought I definitely integrated it in our suppliers online database.

Vorteile

With this platform we are saving more time capared to before where we used manual manual methods. Also you find that you can create quotes and proposal in few minutes with QuoteWerks.
*The most remarkable thing about the platform is that it has very smooth user interface which is fast and responsive.
Also the platform has got very customized templates. I really appreciate using QuoteWerks for it really save much time for me.

Nachteile

The only thing I feels should be added is the drop-down menu with details of each one. This is a feature that will be so helpful.

Oliver
Gesamtbewertung
  • Branche: Gastgewerbe
  • Unternehmensgröße: 1.001–5.000 Mitarbeiter
  • Täglich für Mehr als 1 Jahr genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 9.0 /10

Sharing my remarkable experience with Quotewerks. Quotewerks works amazingly well.

Bewertet am 18.10.2022

My experience with Quotewerks has been great since i started using the application. Availability of...

My experience with Quotewerks has been great since i started using the application. Availability of technical support is another advantage and their services are exceptional and recommendable.

Vorteile

One of the advantages of Quotewerks is that it has one of the simplest user-friendly interfaces of the sales products. It is sleek, reliable and very easy to figure out. I like the ability to have many quotes and easier to find quotes from the past as well. Also, you can use it from anywhere anytime and it is non-expensive. It is very easy to navigate through without any training or help.

Nachteile

Quotewerks can be a little bit challenging especially for new beginners but the more you use it, the more easier it gets.

Verifizierter Rezensent
Gesamtbewertung
  • Branche: Computer- & Netzwerksicherheit
  • Unternehmensgröße: 11–50 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 8.0 /10

Quotewerks for IT

Bewertet am 16.7.2019

Vorteile

We have used quotewerks in our IT business for years and it works well for our needs. It has real time pricing from many of our vendors.

Nachteile

The integration to quickbooks desktop often did not work. We have qbo now and it syncs just fine.

Antwort von Aspire Technologies

Thank you for taking the time to provide a review of QuoteWerks. I am sorry that your experience with the QuickBooks Desktop integration was not up to our standards. At the same time, I am pleased that you have found the QuoteWerks integration to QuickBooks Online to meet your expectations. If you have questions about QuoteWerks or encounter issues, please feel free to contact QuoteWerks Technical Support via phone or email.

Elizabeth
Elizabeth
Gesamtbewertung
  • Branche: Bankwesen
  • Unternehmensgröße: 5.001–10.000 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 9.0 /10

A Brobdingnagian, Hard-bitten and Straightforward Proposal Management Software

Bewertet am 20.12.2022

It's inexpensive and a friendly user interface with highly configurable features and functionality.

It's inexpensive and a friendly user interface with highly configurable features and functionality.

Vorteile

It generate accurate sales quotes and proposals thus saving money for the organisation.It can easily integrate with other third party software.One can manage purchases and create orders with Quotewerks.

Nachteile

This tool has never disappointe Me;Therefore I have no demerits on it and I highly recommend to other organisation to use it.

Antwort von Aspire Technologies

Thank you for the high praise and for leaving a review, Elizabeth.

Amy
Amy
Gesamtbewertung
  • Branche: Computer-Software
  • Unternehmensgröße: 11–50 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Bedienkomfort
  • Weiterempfehlungsquote 10.0 /10

Quick and Easy

Bewertet am 28.8.2018

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

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.

Verifizierter Rezensent
Gesamtbewertung
  • Branche: Informationstechnologie & -dienste
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 8.0 /10

Good Software, a little clunky

Bewertet am 4.12.2018

We use it because all quotes flow into ConnectWise, including products and services. This means we...

We use it because all quotes flow into ConnectWise, including products and services. This means we don't have to type things over and can greatly reduce the number of transposition errors. It's also nice to have one spot for a common product database. We use it in a terminal server environment and it works well.

Vorteile

It's really a great quoting tool. It works well with ConnectWise, and its ability to export to Excel is great.

Nachteile

The ad-ons, such as Etilize, are OK, but not great. It can be a bit buggy and. The Quote Valet fearute seems nice, but I think it's too expensive.

Steve
Gesamtbewertung
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung

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

Bewertet am 11.7.2017

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.

Verifizierter Rezensent
Gesamtbewertung
  • Branche: Informationstechnologie & -dienste
  • Unternehmensgröße: 11–50 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 5.0 /10

Works, but it's not the best

Bewertet am 26.5.2022

It works, with some customizations and workarounds, but it's far from being the best tool I've used.

It works, with some customizations and workarounds, but it's far from being the best tool I've used.

Vorteile

You can quickly create quotes and send them to your customer. For our account reps, it's easy to use.

Nachteile

Note, we use the Desktop version. The interface looks like something from the early 2000s. We had to purchase a plugin for quote approval, and it doesn't always work. There are some functionality issues, such as not being able to rename a user.

Jeff
Gesamtbewertung
  • Branche: Industrieautomation
  • Unternehmensgröße: 11–50 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 8.0 /10

Good quote package

Bewertet am 24.8.2018

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....