QuoteWerks

Best Quoting Software!

Love it and streamlines from on-boarding to closing a sale. Integrates with all our other software integrations :)

Works great

Quotewerks does exactly what we need it to do, quickly and easily. I gave it four stars instead of 5, because from time to time it crashes. Very rarely, but it does happen. Over all, it's good software.

Excellent quoting package and and elegant Salesforce integration

We have been using QuoteWerks for ten (10) years and have no plans to review our requirements or evaluate another quoting package - QuoteWerks integrates and syncs seamlessly with Salesforce.com. Probably the feature that we like best about it is the way QuoteWerks saves or updates the quote to the Opportunity - this makes tracking and reporting Opportunity sources quick and easy - when saving a quote the first time, the user simply chooses the opportunity from a dropdown - or if there are no existing Opportunities, QuoteWerks will create one. Additionally, the QuoteWerks .DTF is attached to the account in Salesforce.com, along with the email and PDF (or RTF if you prefer) that was sent to the prospect - as soon as the quote is sent, the documents are attached to the account in real-time. QuoteWerks also plays nicely with Outlook, allowing the user to use a familiar email client interface.

Very Happy With Quotewerks

Our company has been using Quotewerks for several years now, before we ever got into SF. We have been very happy with the improvements over the last year or so! Our only complaints are that the integration to SF could be a little better mapped (it works wonderfully and allows some custom mapping, but it would be nice to be able to dial it in just a bit more) and that the main install basically runs the show, so everyone either has to sync to it on a regular basis or run off the copy on the server (which is our course of action). It would be wonderful if Quotewerks could develop an application that was more integrated to SF and completely native to SF, but this is unlikely to happen as they are designed to integrate with a ton of other CRM options as well. Keep up the good work Quotewerks! Can't beat the price for the power and flexibility Quotewerks provides!

LOVE QuoteWerks and QuoteValet.

Before QuoteWerks and QuoteValet, it took 7 email interactions to complete the quoting cycle. Now in just a few minutes it is completely automated!!

Great software for quoting

For the money, you cannot beat what Quotewerks has to offer. We do all of our quoting and also generate and e-sign contracts within quotewerks. We've been using quotewerks for years, even before we started using salesforce and it just can't be beat.

Wouldn't recommend this Software NOTE THIS IS NOT AN APP!

This product was in place before I got here & so much data wasnt synce . We are getting away from it ALL TOGETHER! I personally would not recommend this. Yes it does integrate into SF but who wants to get into another system to make opportunities/ quotes. It doesn't integrate seamlessly like an app. NOTE THIS IS NOT AN APP! Yes I have noticed lots of improvements through the years but after you have been using it for so long & they arent willing to help update the old way which means that all of past items that were synced now arent updated & now you have bad data. Who wants bad data or not using all functions? I am now having to hire a SF consulting to help clean up all the things that this wasn't doing which is now costing us more money. We don't want much in a quoting tool but this is VERY OLD SCHOOL!!! Some CONS: 1. Its a software & only that person has access to that software. Plus why do you get SF? Because it is cloud based and your Salespeople are on the road traveling. They do now offer it cloud based now several years later but no one helps you to transition to this & guess what its extra of course. Don't get me wrong this has worked in the mean time & it works great as a quoting tool. But is very old school. It is a software that we have to keep paying again each year just to keep it updated with their software upgrades. Plus its hard to train someone new on it with all of our products. 2. You cant see your products on the opportunities this was never available until recently but no one will help pull in this old data so we can begin to see this info. 3. They only associate the quote to the Account so for the past several years we have never been to see the ROI on which contact to call back or who converted to an opportunity. 4. The reporting tool is very hard to understand & use. 5. When you submit tickets you get different answers from different tech support. When you tell them it says it online that it doe