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Quote Roller

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Overview

Description QuoteWerks integrates and leverages the software you already own and know how to use. Before a quote is sent to a customer, QuoteWerks facilitates peer reviews and quote approvals from sales managers and executives ensuring there are no mistakes and the quote is within the margin. Select your branded template and determine how you’d like to present your quote to the customer. Electronically deliver interactive quotes via optional QuoteValet cloud service. Read more The successful IT businesses of today build systems and processes to scale without compromising customer experience. Quoter is your sales system that increases capacity and reduces purchasing friction. Quoter is a modern, cloud-based quoting platform that helps MSPs, VARs, and ISVs save time, eliminate mistakes, and get paid faster. Their simple template-based system automates the Configure, Price, Quote (CPQ) process so their reps can fire off beautiful quotes in seconds. Seamlessly integrates with PSAs (ConnectWise, Autotask, and Kaseya), CRMs, Distributors, and Accounting Tools. Read more
Pricing Options
  • Free Trial Not Available
  • Starts at $13.75.
  • Free Trial Not Available
  • Starts at $99.0. Offers Custom plan.
SW Score & Breakdown

Technical Details

Organization Types Supported
  • Large Enterprises
  • Medium Business
  • Small Business
  • Large Enterprises
  • Medium Business
  • Small Business
Platforms Supported
  • SaaS/Web/Cloud
  • Installed - Windows
  • Installed - Mac
  • SaaS/Web/Cloud
  • Installed - Windows
  • Installed - Mac
Modes of Support
  • Online
  • Online
API Support
  • Available
  • NA

Reviews & Ratings

User Rating
4.4/5 324 user ratings
4.3/5
Ratings Distribution
  • Excellent

    57.6%
  • Very Good

    31.7%
  • Average

    7.9%
  • Poor

    2.8%
  • Terrible

    0%
  • Excellent

    33.3%
  • Very Good

    66.7%
  • Average

    0%
  • Poor

    0%
  • Terrible

    0%
Review Summary

Overall, QuoteWerks is highly praised for its user-friendly interface, customization options, and robust features that streamline the quoting process. Users appreciate its ability to generate professional-looking quotes quickly and easily, with features like quote templates, product catalogs, and the ability to add images and videos. The software's flexibility allows businesses to tailor it to their specific needs, and its integration capabilities with other business applications add to its functionality. While some users have reported occasional technical glitches and a learning curve during initial setup, the customer support team is generally responsive and helpful.

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AI-Generated from the text of User Reviews

Pricing

Pricing Options
  • Free Trial Not Available
  • Starts at $13.75.
  • Free Trial Not Available
  • Starts at $99.0. Offers Custom plan.
Pricing Plans
Monthly Plans Annual Plans

Standard Edition $13.75 $15.00 per user / month

Professional Edition $18.33 $20.00 per user / month

Corporate Edition $26.58 $29.00 per user / month

BASIC $99.00 $129.00 per month

STANDARD $199.00 $259.00 per month

PRO $299.00 $389.00 per month

ENTERPRISE Custom

Onboarding fee $495.00 $495.00 One-time onboarding fee

 
View Detailed Pricing
View Detailed Pricing

Alternatives

 

Screenshots & Videos

Screenshots QWW WorkBook
+ 4 More
Not Available
Videos Video Thumbnail
+ 2 More
Not Available

Vendor information

Company Details Located in: Orlando, Florida Located in: Vancouver, British Columbia
Contact Details

407-248-1481

https://www.quotewerks.com/Quoting-Software-Overview.asp

+1 778-737-7638

https://www.quoter.com/

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