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seit 15 Jahren bei der Softwareauswahl

Über QuoteWerks

QuoteWerks ist eine einfach zu bedienende Lösung für Angebote und Kostenvoranschläge, mit der Unternehmen jeder Größe ihren Verkaufsprozess rationalisieren können.

Erfahre mehr über QuoteWerks

Vorteile:

We can quote very easily using the customisable templates according to the requirement. We can easily integrate with third party software like ConnectWise that saves our time and money.

Nachteile:

Inability to synch said data with our business system (BusinessVision) and CRM (Zoho).

Bewertungen zu QuoteWerks

Durchschnittliche Bewertung

Benutzerfreundlichkeit
4,5
Kundenservice
4,6
Funktionen
4,6
Preis-Leistungs-Verhältnis
4,6

Weiterempfehlungsquote

8,7/10

QuoteWerks hat eine Gesamtbewertung von 4,6 von 5 Sternen basierend auf 177 Nutzerbewertungen auf Capterra.

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Nutzerbewertungen filtern (177)

Ruth
Ruth
Budget Analyst in USA
Verifizierter Nutzer auf LinkedIn
Automotive, 10.000+ Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

QuoteWerks Works Magic When It Comes to Pricing and Quoting

5,0 vor 3 Monaten

Kommentare: Nothing can hinder me from using QuoteWerks because it has been giving us incredible experiences.

Vorteile:

QuoteWerks facilitates effective quoting and pricing. I like QuoteWerks because I can easily understand all its features.

Nachteile:

It doesn't take any skills to understand all the features of QuoteWerks. I find them so effective.

Collins
Sales Associate in Kenia
Gastgewerbe, 51–200 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

Quotewerks works like wow!

5,0 vor 3 Monaten

Kommentare: In my line of work am constantly looking to pitch and close deals, so i use it a lot in creating quotes and proposals. It werks perfectly for me in terms of business development.

Vorteile:

For starters, it is easy to deploy, it integrates with many relevant platforms, comes with exceptional phone support. It has a built-in contact base that makes prospects access super easy. Most importantly, its specially built for creating quotes and proposals!

Nachteile:

Subscription is a bit costly, but hey, sometimes one uas got to pay for superior service. For me, the overall advantages it brings far outweigh cost implications.

Norm
Business Development in USA
Bau, 11–50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Quotewerks does exactly what the name describes... makes quotes.

2,0 vor 6 Jahren

Kommentare: It makes quotes and sends quotes to customers. Offers the ability to make revisions to quotes and keep the originals.

Vorteile:

Easy to set up and easy to use. Minimal "bells and whistles" keeps you on task and making quotes. Great for the first step of the sales process only and sending out for invoicing to another product.

Nachteile:

Great software for the first step of the sales process only however... 1) Not all info is searchable. 2) Does not integrate with many programs and not all fields integrate. 3) "Tickle" or reminder functions minimal and only in quote valet. 4) reports are clunky and minimal without paying to customize. 5) No workflow automation. 6) Minimal notifications as to quote progresses or when approved to client or inter-company personnel. 7) Interface looks the same as it did in 2012 when we started. 8) Not enough logging of estimates as they change or are updated. 7) No scheduling functions. 9) No "app" for smart phones. 8) Minimal Export functions. 9) Dashboard notification options are very limited to just two integration programs and not for overall quoted work. 10) No Service Operations Automation or Order management. 11) Does not allow for Teams or intercompany groups to be part of an estimate. 12) No intercompany communication short of a new added dynamic notes field which seems to be built with 1995 technology. 13) No auto follow up emails for estimates unless in Quote valet and they are somewhat generic. 14) Does not export "ship to" field to MOST integrated software packages. 15) No ability to auto CC office staff when creating an email template.

Antwort von Aspire Technologies

letztes Jahr

Norm, I am sorry that you are not finding QuoteWerks to fit all of your needs. 1. What fields are you trying to search on? We have dynamic search fields on the File|Open window and also in reporting. 2. QuoteWerks integrates with over 55 solutions. What are you having difficulty integrating with? 3. QuoteValet can be used for automatic reminders, but the integration with your CRM/PSA enables additional reminders at the activity and opportunity level. 4. We have made quite a few changes to the reporting functionality in QuoteWerks. They are quite powerful. If you would prefer, you can link QuoteWerks with outside tools like Power BI as well. I am running out of space to reply to all of your concerns, but please feel free to reach out to our team. We would be happy to help!

Mark
Renewable Energy Projects Manager in Kenia
Erneuerbare Energien & Umwelt, 11–50 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

Quotewerks has been Empowering Business Works!

4,0 vor 3 Monaten

Kommentare: Its made quoting and pitching for business a breeze thanks to its easy implementation and use. Its actually an empowering tool in the sense that it gives you the ammunition to hunt for business and development

Vorteile:

Has lots going for it. Easy implementation, outstanding phone support, dynamic integration range. I like how it's able to project real-time pricing. Does well in creating quotes and proposals in a manner that's straightforward and easy to understand.

Nachteile:

I feel it should improve on quality of end user training. Subscription costs as well. But that's about it.

Daniel
Agricultural engineer in Spanien
Lebensmittelproduktion, 10.000+ Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

La mejor opción si no quieres asumir los costes que suponen otras herramientas similares

4,0 letztes Jahr

Kommentare: It enabled us to make faster calculations and with a very detailed data.

Vorteile:

It is the best way to quote a product online because this software allows us to have many factors adjusted in the job sheet. It can create quotes very rapidly.

Nachteile:

The UI is from my point of view a bit updated and sometimes it is difficult to understand how to proceed.

Fridah
Fridah
Graphic Designer in Südafrika
Verifizierter Nutzer auf LinkedIn
Grafikdesign, 2–10 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

Discount & Price Management for Graphic Design Services

5,0 vor 8 Monaten

Kommentare: 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.

Katelyn
Katelyn
Interior Architect in Rumänien
Verifizierter Nutzer auf LinkedIn
Architektur & Planung, 11–50 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

QuoteWerks is Highly-Effective Workflow Management Product.

5,0 vor 8 Monaten

Kommentare: Clear and friendly interface to navigate and the contracts data and files management through various projects the QuoteWerks tools has the effective capability.

Vorteile:

Easy REP management product which enables easy different Construction projects Contacts management and the options for easy data analytics production using QuoteWerks functionalities is quite productive.

Nachteile:

No issues and errors for me to explain because QuoteWerks tools and the productions are effective and easy adaptation.

Ofodu
Head Retail and Corporate in Nigeria
Vermögensverwaltung, 201–500 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

QuoteWerks: Price Configurator

5,0 vor 3 Monaten

Vorteile:

There’s nothing daunting like quoting and pricing products and services. In my Investment Management industry, QuoteWerks reduce manual workflow by automating pricing and quoting.

Nachteile:

Truth be told, QuoteWerks suit all my needs whenever I turn to it.

Agnes
Senior Software Development Engineer in USA
Lebensmittelproduktion, 501–1.000 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

Quotewerks is an outstanding and fantastic solution for proposals and quotes management.

5,0 vor 3 Monaten

Vorteile:

Quotewerks is an outstanding and incredible tool for proposals and quotes management. It offers value for money and has a very helpful and reliable technical support team. It works pretty well and smoothly without any errors. Its UI is very smooth and intuitive.

Nachteile:

Quotewerks is amazing, robust and exceptional. It is reliable and inexpensive compared to other alternatives.

Makandi
Sales and Marketing Manager in USA
Gastgewerbe, 51–200 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

Magnificent and superlative Quote Management and CPQ Tool.

5,0 vor 3 Monaten

Vorteile:

This tool helps to streamline and automate sales process thus increasing productivity and efficiency.It is fast to create and send custom sales proposals and quotes to our clients with QuoteWerks.

Nachteile:

It delivers excellent performance I lack any limitation with QuoteWerks.

Robert
Senior Software Development Engineer in Kenia
Informationstechnologie & -dienste, 201–500 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

'''>Super incredible quoting product tool<'''

5,0 letztes Jahr

Kommentare: It get revealed to you how important QuoteWerks is once you start using the platform. This platform is the real deal for quoting products.

Vorteile:

QuoteWerks is an incredible platform that helps increase quoting of products in such an easy way. With such incredible quoting it becomes so easy for us to purchase software/hardware from clients. Secondly I love the fact that it offers such incredible different customizable templates which parpote it nice interface. We easily make decisions towards the suitable lines to which we make order from and definitely decide whether to project the line at time of printing or not. QuoteWerks has got a flexible/intuitive interface which is easy to use.

Nachteile:

Initially one feels so offended with the subscription cost but once you get to use the platform and have the clear picture, it becomes easy to understand that the cost is much favourable.

Antwort von Aspire Technologies

letztes Jahr

Thank you for taking the time to review QuoteWerks! I am glad that you are seeing value in 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

thaddeus
ChIef Engineer in USA
Maschinerie, 11–50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Highly configurable, but affordable quoting system.

5,0 letztes Jahr

Kommentare: 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.

Jeff
IT Manager in Kanada
Luft- & Raumfahrt, 51–200 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Quotewerks is a very versatile quoting tool.

5,0 vor 6 Jahren

Kommentare: Integration with salesforce.com, a basic configurator and a low price point.

Vorteile:

Quotewerks has a huge number of features. We extensive use the configurator and bundles that help our staff reduce mistakes. We have Quotewerks linked to salesforce.com and that reduces the amount of double keying and provides a audit trail between the two systems. Quotewerks has a low price point making it ideal for companies to start using a CPQ tool. Quotewerks support is very good because you get to talk to a person about your issues with the software. One service we used that was very helpful was a 1 hour review of how we have our software setup and recommendations for best practices.

Nachteile:

Quotewerks provides so many different features it's hard to determine which way is the best way to configure the software without assistant from support.

Liam
IT Manager in Kenia
Informationstechnologie & -dienste, 201–500 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

So useful and very helpful quotation management tool.

5,0 letztes Jahr

Kommentare: With Quotewerks it is extremely easy and quick to search for information and a lot of information can be stored for future reference. The best part of it is that it uses cloud storage.

Vorteile:

Quotewerks is the easiest and simplest platform in quoting. I like how it helps save much time while solving tasks and the user interface is so much flexible with great customizable templates. I like how it provides live updates to prices from vendors. Quotewerks is so much helpful, useful and above all it helps us save a lot of time.

Nachteile:

The only disadvantage is the subscription cost which is a little bit higher.

Antwort von Aspire Technologies

letztes Jahr

Liam, 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

Dennis
Marketing Advertising Manager in USA
Marketing & Werbung, 51–200 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Extremely marvellous,supreme and exquisite Quoting and Proposal Management software.

5,0 letztes Jahr

Kommentare: With QuoteWerks,I can easily create,send and manage purchase orders with this tool.This tool offers affordable pricing for products configuration.

Vorteile:

Ability to create,send and manage sales quotes and proposals is what delights me a lot when working with QuoteWerks.It's easy to configure and use QuoteWerks without any hassles.I like that sales cycle can be automated using QuoteWerks to save time and cost.It's a reliable tool that enables me to generate accurate quotes.

Nachteile:

Ease to evaluate and implement,highly configurable features and functionality,intuitive and user-friendly interface and affordable pricing of QuoteWerks leaves me with nothing in particular as a demerit.

Ogarekpe
Applications engineer in UK
Finanzdienstleistungen, 1.001–5.000 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

A solid quoting and proposals solution

5,0 letztes Jahr

Kommentare: Quotewerks is easy to use and ensures proper workflows in quotes and proposals. It has great templates that you can choose from to suit your business. It flexible and blends in perfectly with other tools.

Vorteile:

My favorite feature of quotewerks is how perfectly we able to integrate it with our main CRM and other third party software. The speed of onboarding and implementation of this tool was fantastic. It has done an excellent job in improving the efficiency of our quotes and proposals. Importing data to quotewerks is quick and straightforward.

Nachteile:

I think it would feel nice if quotewerks would have a well polished and modern user interface. It also has a slight learning curve to figure it out but once you do, is usability is impressive. Customer support should improve their response times to resolve issues quickly.

Kelvin
Sales Specialist in Kenia
Einzelhandel, 501–1.000 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

Incredible, extraordinary and outstanding quoting and proposal management application.

5,0 letztes Jahr

Kommentare: I recommend Quotewerks for quote management. In fact, it's one of the best and most secure quote management software i have ever encountered. It also saves us much time since it speeds up our sales processes.

Vorteile:

First, I must disclose the fact that Quotewerks is an advanced and exceptional application for quote management. It has a very responsive, friendly and supportive customer support team behind it, anytime we experience challenges they are always ready and attentive to assist. I find it very easy and fast to create quotes and send them to our clients regardless of where they are. Also, it integrates with third-party applications which makes it more effective.

Nachteile:

To be sincere, we had a very great and wonderful experience with Quotewerks and nothing to dislike about it.

Antwort von Aspire Technologies

letztes Jahr

Kelvin, Thank you for the great review! Integrations are certainly what sets QuoteWerks what sets us apart from the competition. https://www.quotewerks.com/integrations.asp

Rebecca
Controller in Kenia
Onlinemedien, 501–1.000 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

A very popular, advanced and very intuitive proposal and quote management tool.

5,0 letztes Jahr

Vorteile:

What i like best about Quotewerks is usability, flexibility and accessibility. It is an incredible and powerful tool for quote and proposal management i have ever encountered. It enables me to easily and quickly send eye-catching sales proposals and quotes to customers. Again, Quotewerks integrates well with other applications and it is highly customizable to suit your needs. I like the fact that it is easy to navigate through and the services they provide are brilliant and super amazing.

Nachteile:

One of the best and secure application for proposal and quote management i know is Quotewerks. With it, we have been able to engage with customers and it has increased Return On Investment.

Victor
Systems Analyst in Kenia
Informationstechnologie & -dienste, 201–500 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

Easy to use software for quote management.

5,0 letztes Jahr

Kommentare: Quotewerks is very beneficial, reliable and very helpful. It is an outstanding and very effective tool for quote and proposal management. Great and very responsive customer support team, their services are topnotch and incredible.

Vorteile:

I like the ability to create every quote i need quickly and easily with Quotewerks. It is intuitive, user-friendly and highly customizable to suit your needs. With it, it has been very easy to speed up our sales processes thus increasing productivity and saving time and i find it easy to find quotes from the past. Implementing Quotewerks is easy and straightforward thus saving time.

Nachteile:

Not yet experienced any challenging issues while working with Quotewerks so nothing to dislike.

Esther
Digital Marketing Manager in USA
Marketing & Werbung, 51–200 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Awesome,splendiferous and prestigious Quote Management software.

5,0 letztes Jahr

Vorteile:

It's easy to create and customize products configuration with QuoteWerks.I like that I can generate and send best and accurate sales quotes and proposals with QuoteWerks.I like that I can easily create and manage purchase orders with this software.Finally,with QuoteWerks it's simple and fast to automate sales cycle hence increases efficiency,productivity and saving time.

Nachteile:

QuoteWerks has given me a satisfactory experience and I lack any downside that I can highlight.

Ali
Senior Finance Manager in Kenia
Gastgewerbe, 1.001–5.000 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

'''QuoteWerks; my great and impressive quote management platform.'''

5,0 letztes Jahr

Kommentare: With the platform am leterally moving more steps ahead hence fully tasks maximization. This is so much flavious.

Vorteile:

I feel that QuoteWerks is a superior tool that helps us in quote/proposal management. *The best part is how flexibility and easily accessible the platform is. This quickens the usability of the tool.On the other hand QuoteWerks is so customizable hence becoming easy for us to navigate through. This is super brilliant for us. *The pricing of the platform is quite affordable and manageable.

Nachteile:

QuoteWerks is my pre-eminent CPQ/proposal and quote management tool. Am much impressed working with the platform.

Roberto
Technical Sales Manager in Kenia
Onlinemedien, 501–1.000 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

Great product that Streamlines the process of creating quotes thus adding efficiency in business.

5,0 letztes Jahr

Kommentare: Quotewerks is an outstanding configuration pricing quoting platform that effortlessly streamlines quotes and proposal generation.its great for automating most of our sales processes.

Vorteile:

Finding stored documents is very easy since they can be filtered by date, sales person and also companies. It has simple, flexible interface and is easily configurable. It is easy to create and and generate quotes with drag-and -drop functionality. Its integration with QuickBooks enhance minimized typing errors and duplicate entries.

Nachteile:

Its subscription is a bit pricey and some middle class companies will not be in luck to enjoy it amazing services

Vipin
Marketing Director in USA
Konsumgüter, 10.000+ Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Adorable,fantazgreat and especial Quote Management tool.

5,0 letztes Jahr

Kommentare: QuoteWerks ensures that sales process is streamlined and automated to increase productivity.

Vorteile:

QuoteWerks allows that I can create and send send professional,customizable and accurate sales quotes and proposals without any hassles.It's possible to close more sales deals with QuoteWerks.I like ease to create,send and manage purchase orders and invoices using this tool.

Nachteile:

We have achieved more benefits with QuoteWerks and I have nothing to dislike.

Jude
Senior Account Manager in Kenia
Informationstechnologie & -dienste, 201–500 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

'''A professional and Great Of All Times quoting and proposal solution.'''

5,0 letztes Jahr

Kommentare: QuoteWerks has a simple interface and it is is easy to navigate through the platform .The customer service is great and very helpful. They are always helping out.

Vorteile:

QuoteWerks is an excellent platform that is easy to use and highly customizable to suit your needs. With this platform it is easy to create and send quotes to clients.The integrations with CRM is very helpful and productive. This platform should be considered by all companies.

Nachteile:

Our experience with QuoteWerks has been remarkable, we have nothing to dislike.

Antwort von Aspire Technologies

letztes Jahr

Jude, Thank you for taking the time to review QuoteWerks and helping out the QuoteWerks Community!

Peter
System Administrator in Kenia
Informationstechnologie & -dienste, 201–500 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

Excellent and intuitive quote management application.

5,0 letztes Jahr

Kommentare: Quotewerks is a great and highly recommendable software for quote management. It is intuitive, user-friendly and highly customizable to suit your needs. Also, i like availability of many quoting formats.

Vorteile:

Quotewerks is an excellent and a positive application for quote management. I like how it helps create and track quotes without any complications. There customer support has been very helpful and supportive any time i hit a roadblock. It helps create professional looking quotes.

Nachteile:

The only challenging part i have ever experienced is updates to the application which can be a little bit tricky.