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QuoteWerks : Reviews, Pricing, Features & Alternatives

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QuoteWerks is a CPQ Software. Price : $20 (free trial available). Review QuoteWerks : Overview & Pricing

9.2 Expert Score
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QuoteWerks Overview : Features, Pricing, Reviews & Alternatives

QuoteWerks is a CPQ Software intended for businesses. Let’s discover user reviews, features and prices of this business app.

QuoteWerks is listed as a CPQ Software and Quote & Pricing Software for companies and is used for Proposal Management, Quoting, CPQ, Contract & eSigning …

QuoteWerks price starts from $ 20 per user and per month (free trial available).

QuoteWerks is the leading quoting and sales proposal software solution on the market.

Quoting software to bridge the gap between CRM and accounting

QuoteWerks CPQ automates the sales process by creating quotes and proposals through integration with CRM and accounting solutions. Know when quotes are viewed and signed online

What is QuoteWerks ?

QuoteWerks integrates and leverages the software you already own and know how to use. Before a devis soit I sent to a client, QuoteWerks facilitates peer reviews and devis approvals for sales directors and cadres, guaranteeing that they will be respected the margin. Select your branding template and determine how you want to present your quote to the client. Electronically provide interactive quotes through the optional QuoteValet cloud service.

Our seamless integrations with popular CRMs (such as ACT!, Autotask, ConnectWise, Salesforce, MS CRM, Outlook and more), full integrations with QuickBooks and Sage 50, and our IT reseller links (including Tech Data, Ingram Micro, Synnex, D&H , Comstor, Scansource and more) provides our users with a stable and dynamic solution to streamline their sales process.

QuoteWerks is a specialized program (CPQ) for creating quotes and sales proposals. It works with applications where you store your customer information, such as ACT!, GoldMine, Google Contacts, MS Dynamics CRM, and Outlook. QuoteWerks also has its own built-in contact database.

QuoteWerks is a quote and sales proposal software solution for your CPQ and Quote-To-Cash sales process.

QuoteWerks is specialized pricing quoting software that can be used across industries to create quotes and sales proposals. The vendor’s value proposition is that instead of relying on Microsoft Word or Excel to create quotes, users can benefit from a specialized tool…

Specialized software used in all industries to create quotes and sales proposals. Quotewerks ClientsRiello Galatrek Ltd., Preferred Computers Inc., H2flow Inc., Raider Technologies LLC, McFadden Sales Inc., Alltech Computer Works, Janes Power Systems, Netranom Communications, ThyssenkruppQuotewerks Video

Specialized software used in all industries to create quotes and sales proposals. Quotewerks ClientsRiello Galatrek Ltd., Preferred Computers Inc., H2flow Inc., Raider Technologies LLC, McFadden Sales Inc., Alltech Computer Works, Janes Power Systems, Netranom Communications, ThyssenkruppQuotewerks Video

QuoteWerks Review

QuoteWerks Review : Pros & Cons

Pros & Cons

When it comes to finding the right CPQ tools to manage your business, you have too many options – and they all come with their strengths and weaknesses.

One such familiar name in this arena is QuoteWerks, and as you may have guessed from the title, this review will tell you more about QuoteWerks’s pros and cons.

Weighing the pros & cons is essential before selecting this tool for your business and your team.

QuoteWerks Pros : Key Benefits

– QuoteWerks web-based functions and features allow users to access and manage quotes and proposals from anywhere using a web browser.

– Create professional quotes and sales proposals in minutes

– A centralized contact database allows users to search and retrieve contact information.

– Integration with current systems to ensure accurate forecasts

– Users can manage documents online with QuoteWerk’s document creation and editing tools and built-in document templates.

– Users can control access permissions within QuoteWerks, ensuring that only authorized users can open and edit quotes and proposals.

– Streamline your sales process

– QuoteWerks allows users to provide quotes via email, and users can also preview, print, or download quotes from QuoteValet.

– Track customer interactions on every sales document

– Review progress through the dashboard

QuoteWerks Cons

– Con : Custom integrations can come at a price.
 

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QuoteWerks Features

Here is the list of the main features of this computer software :

– Historical
– Document sharing
– Folder sharing
– Note sharing
– Teamwork
– CRM
– Management of quotes – commercial proposals
– API
– Access Controls/Permissions
– Accounting Integration
– Activity Dashboard
– Activity Tracking
– Alerts/Notifications
– Approval Process Control
– Approval Workflow
– Audit Management
– Audit Trail
– Automated Quoting
– Billing & Invoicing
– Bills of Material

Main function & Pro Features

– CRM
– Cataloging/Categorization
– Client Portal
– Collaboration Tools
– Contact Database
– Contact Management
– Content Library
– Content Management
– Contract/License Management
– Customer History
– Customizable Branding
– Customizable Fields
– Customizable Reports
– Customizable Templates
– Data Import/Export
– Digital Signature
– Discount Management
– Inventory Management
– Document Automation
– Invoice Management

QuoteWerks Integrations

QuoteWerks integrates with more than 37 applications & plugins like Sage 50cloud, Autotask PSA and GoldMine Premium Edition (…) : database connection, synchronize data, share files (…) to improve your workflow and increase your productivity !

It also provides a powerful API toolkit that allows developers to build web services and exchange data.

Top 20 QuoteWerks integrations

– Microsoft Excel
– Gmail
– Salesforce Sales Cloud
– Stripe
– HubSpot CRM
– Zoho CRM
– Quickbooks Online
– Pipedrive
– Microsoft Azure
– Microsoft Word
– Google Contacts
– Microsoft Outlook
– QuickBooks Online Advanced
– Act!
– Maximizer CRM
– Amazon EC2
– ConnectWise Manage
– SugarCRM
– Authorize.Net
– Kaseya VSA

QuoteWerks Pricing

The QuoteWerks pricing plan starts from $ 20 per month and per user, but this price is likely to change because different options are offered by the developer : number of licenses, additional functions, add-ons, bundles …

QuoteWerks offers several pricing plans :

– Standard Edition : $ 20,00 per user / per month
– Professional Edition : $ 27,00 per user / per month
– Corporate Publishing : $ 40,00 per user / per month
– Enterprise : –
– Premium : –

Standard Edition Professional Edition Corporate Publishing Enterprise Premium
$20,00 $27,00 $40,00
Per month Per month Per month Per month Per month
Per user Per user Per user Per user Per user

 

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Save $$$ on SaaS and on-premise Software Subscriptions to help your create, grow and scale your business : annual billing usually is cheaper than monthly billing and you can expect 10% to 20% discount.

Sign up for a trial and start using it right away !

Free trials usually are time limited or feature limited but this is a good way to ensure it is the right option for your business before making a purchase.

Screenshot of the Vendor Pricing Page :

QuoteWerks Pricing Plan

QuoteWerks Pricing Plans

Pricing Details

Pricing Model : One time licence
Free trial : Available (No Credit Card Required)
Free plan : No free plan
Freemium : No information
Starting price : $ 20,00
Entry-level set up fee : No setup fee

The pricing details were last updated this year from the vendor website or retrieved from publicly accessible pricing materials and may be different from actual. Please confirm pricing and deals with the vendor website before purchasing.

Deployment & Setup

QuoteWerks is a cloud-based CPQ platform : its infrastructure is hosted in the United States (probably on AWS, Microsoft Azure or Google Cloud Platform).

quotewerks is a SaaS (Software as a Service) / web application : a web browser on a computer is required for full functionality of features and manage dashboard.

It supports desktop operating systems (like Windows …) and mobile platforms (like Android and iOS).

Technical Details & Specifications

Deployment : Cloud / SaaS
Desktop Operating Systems : Windows …
Mobile Platforms : Android / iOS – iPhone – iPad / Mobile Web
Native Apps / Mobile Applications : –
GDPR compliance : No information

Supported languages

This application software supports the following languages : English …

Support & Training

Any problem with this computer program ? The vendor offers the following customer service & support to help teams get the most out of their business application : Chat, Email / Help Desk, FAQs / Forum, Knowledge Base, Phone Support, Online Support …

Hotline : 407-248-1481

Training options : Documentation, In Person, Live Online, Videos, Webinars …

Industry & Customers

Who use QuoteWerks ?

This software package is tailored to business needs : Small and Medium companies, Medium companies (Turnover : – $50 million) in countries like United Kingdom, Canada …

This web-based application is recommended for trades : Sales …

This cloud software is used in the sectors : Software, Information Technology and Services, Hardware …

Customer References

Testimonials & Customer References to decide if this is the right business software or service for your company : Sl Green Realty Corp, Array Information Technology, Nexus Technologies, The American Red Cross, Softerware …

Awards & Recognitions

No information .

Screenshots

This computer program has an ergonomic, intuitive and customizable user interface, which will improve team productivity and collaborative work within your company (Medium Company, Non Profit, Entrepreneur …)

QuoteWerks Screenshots & Images : UI, dashboard …

QuoteWerks Review

QuoteWerks Business Software Pricing

QuoteWerks Features

QuoteWerks Features & Overview

QuoteWerks Screenshot

QuoteWerks Screenshot

QuoteWerks Screenshot

QuoteWerks Screenshot

Videos

Video #1

YouTube video

 
Video #2

YouTube video

 

QuoteWerks Reviews

Here is our opinion on QuoteWerks : this is an excellent cpq software to advise .

QuoteWerks User Reviews & Ratings

Online and customer reviews of QuoteWerks software are quite plentiful and overall very positive :

Overall rating : 4,6/5

Value for money : 4,3/5
Functionality : 4,1/5
Usefulness : 4,3/5
Ease of use : 4,3/5

User rating Excellent : 63%
User rating Very Good : 25%
User rating Average : 9%
User rating Poor : 3%
User rating Terrible : 0%

Popularity on social networks : 914 followers on LinkedIn

Your Customer Review on QuoteWerks

What is your opinion about this app ? Submit your review and tell us about your overall opinion : experience with this SaaS software, rating, ease of use, customer service, value for money, Pros & Cons …

Customer reviews and feedbacks play an increasingly important role in the business software buying process. You can provide in-depth review and share your buying advice / reviewer sentiment : what is your likelihood to recommend QuoteWerks ? What is your likelihood to renew ?
 

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FAQs

Why use a CPQ Software ?

Pricing and quoting (CPQ) configuration software is used by sales professionals to provide cost estimates for custom orders, often as part of a make-to-order operation. With a CPQ solution, a salesperson can use the customer’s requirements, order volume, and other details to generate an estimate on the spot. Price and quote configuration software (CPQ: configure, price, quote) helps to set the right price for a product, the right price for a service, thanks to pricing tools.

According to various sources, most used business software are : Apttus (market share : 31,20%), Salesforce CPQ (13,40%), Oracle BigMachines (11,10%), Cincom systems (10,40%), QuoteWerks (6,50%), Tacton (1,20%), IBM Sterling CPQ (1,20%), Experlogix (1,00%), RFPIO (0,70%)

Main functions are : Analytic, Guided sale, Prices and quotes, Renewal Management, Product Setup, Mobile compatibility

Main characteristics are : Workflow Designer, Building Forms, Mobile Apps, Document Generation, Connectors, Workflow Analytics, Quote Sharing, Sending, E-Signature, Product Setup, Configuration Options, Pricing Rules, Price Adjustment, Purchase History and open deals, Sales portal, guided selling, Unlimited configuration with attributes, Points discount and allocation, proposal, quote, event management, RFP, Customer management, customer management, customer management, customer management, customer management, customer management, customer management, customer management

CPQ Software Average Price : from $ 35,00 to $ 249,00 with an average price of $ 142,00 . We have identified more than 175 competitors on the market.

CPQ Software Review

CPQ Software Review

Company details

Developed by ASPIRE TECHNOLOGIES, Inc. (@QuoteWerks on Twitter)
HQ location : Florida
Founded :
Total revenue :

Industry : B2B SaaS company
Software Category : Sales Software > Quote & Pricing Software > CPQ Software
Schema : SoftwareApplication > BusinessApplication

Tags : Quotation Sharing | sending | Electronic signature | Product Setup | Setup Options | Pricing Rules | Price adjustment | History of purchases and open contracts | Sales portal | guided sale …
Website : visit quotewerks.com

About This Article

This page was composed and published by SaaS-Alternatives.

The information (and product details) outlined above is provided for informational purposes only. Please Check the vendor’s website for more detailed information.

Our opinion on QuoteWerks is independent in order to highlight the strengths and weaknesses of this CPQ Software. Our website is supported by our users. We sometimes earn affiliate commission when you click through the affiliate links on our website.

QuoteWerks Alternatives

If you’re understanding the drawbacks and you’re looking for a QuoteWerks alternative, there are more than 44 competitors listed on SaaS-Alternatives !

If you’re in the market for a new software solution, the best approach is to narrow down your selection and then begin a free trial or request a demo.

Compare QuoteWerks Pricing Against Competitors

Software Starting Price Billed Free Trial
QUOTEWERKS $13,75 Per month / user No
QUOTER $99 Per month / user No
ZENDESK SELL $19 Per month / user No
CONNECTWISE SELL $ Per month / user No
SALESFORCE CPQ $75 Per month / user No
CLOUDSENSE $ Per month / user No
ORACLE CPQ $240 Per month / user No
APTTUS CPQ $ Per month / user No
BLUEPRINTCPQ $60 Per month / user No
$ Per month / user

 

Top 10 Alternatives & Competitors to QuoteWerks

– PandaDoc
– XaitCPQ
– Conga CPQ
– ConnectWise Sell
– Salesforce CPQ & Billing
– Adv-Quote
– ROI4CIO
– Proposify
– VARStreet XC
– PandaDoc

You can also take a look at other business apps, like our Jitterbit review and our CocoSign review.

Comparison with Similar Software & Contenders

Take an in-depth look at popular Sales Software and Quote & Pricing Software to find out which one is right for your needs. Discover how these CPQ Software compare to QuoteWerks when it comes to features, ease of use, customer support and user reviews. Explore software, Compare options and alternatives, Read reviews and Find your solution !
 

Compare CPQ Software

 

9.2Expert Score
QuoteWerks Review
QuoteWerks is an excellent cpq SaaS software to advise for your company or business.
Ease of use
9.2
Functionnality
8.2
Integrations
8.6
Customer support
8.6
Value for money
8.6
PROS
  • SaaS platform
CONS
  • Custom integrations can come at a price
QuoteWerks
QuoteWerks

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