QuoteWerks

About QuoteWerks

Deep Dive with Clara AI

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.

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Pricing

Free Trial Not Available
Starts at $13.75.
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SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

60%
Reviews

60%
Momentum

61%
Popularity

62%

Platforms Supported

Browser Based (Cloud)
Desktop App (Windows)

Organization Types Supported

All (Small, Medium, Large)

API Support

Available

Modes of Support

Online

QuoteWerks Pricing

Free Trial

Not available

Pricing Options

Premium Plans ( One-time license / Subscription )

MONTHLY YEARLY

Standard Edition $13.75 $15.00 per user / month

Features

Create Quotes, Orders, Invoices
Purchase Orders (Simple)
Unlimited Product Databases
Bundles and Configurator
Reporting
Peer Review and Approval Process
Built-in Contact Database and Outlook Integration

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Professional Edition $18.33 $20.00 per user / month

Features

Includes the features of Standard plan, plus
QuickBooks Desktop Integration
Sage 50 US / Peachtree Integration
Opportunities Dashboard
Link to External Product Databases
Quote Synchronization
Standard CRM Integrations (Act!, GoldMine, Google Contacts, Maximizer Desktop, salesforce.com, SugarCRM, Zoho CRM)

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Corporate Edition $26.58 $29.00 per user / month

Features

Includes the features of Professional plan, plus
MS SQL Backend Capable
PSA Integrations (Autotask, ConnectWise, and Kaseya BMS)
Advanced CRM Integrations ( ACT! for Web, MS Dynamics CRM )
Product Database Synchronization*
Purchase Orders and Procurement
Scripting

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Disclaimer: The pricing details were last updated on 03/12/2020 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

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QuoteWerks Reviews

User Sentiments

Extensive Integrations, Ease of use, Professional Quote Presentation, QuoteValet Feature

Outdated User Interface, Slow Performance, Template Customization Difficulty, Limited Reporting Functionality

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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.