QuoteWerks

Fantastic tool for building and managing your sales opportunities and quotes.

Kommentare: The quote visibility and access to online sync resources is super helpful in our quoting process.
Our sales team couldn't operate without Quotewerks any longer. It has become integral to our processes.

Vorteile:

Quotewerks has the ability to see if and when your customer sees your quote. When we were looking into the product, we had received a quote from our Quotewerks sales rep and it had been ignored and was expired. We opened the quote a few weeks later to take a quick look at it and 15 minutes later we got a phone call from our sales rep. "I see you opened this expired quote. I wanted to answer any questions for you and get an updated quote if you are still interested." That sealed the deal for us. Then we found out all of the other amazing things it could do and have loved it every day. It has easily paid for itself many times over.

Nachteile:

Quotewerks must run locally. There is a web version in development, but it is still pretty green. If you need to use it remotely you will need either Terminal Services or VPN to access it. The Quote Valet add-on gives it some web connectivity features which are helpful for viewing existing quotes and responding to customers, but not necessarily for building new quotes. Once they get the web version finished, that should help with this a lot. The product can also be a little bit kludgy to learn at first. It's been around for a long time so some of the interface is a bit antiquated.

We ♥ QW!

Kommentare: We use QW for all sales quotes that are generated in our office. Prior to QW, quote writing was done in MS Office. The implementation dramatically reduced time writing quotes and errors. The ACT/Sage/edi integration completely eliminated duplicate data entry. The software is very easy to keep up to date, which was also kind of a 'sketchy' set of tasks prior to QW. The QW tech support people are top knotch professionals. During our implementation they were EXTREMELY supportive and wanted to ensure that we were self sufficient. After 2 years, we don't call them much (I am sure they miss us), but when they do that are terrific.

Vorteile:

Integration with our CRM (ACT) and our accounting S/W (Sage) was a major selling point. We also export .xml files and import them into warehouse management system via edi. Ease of use was also very important to our purchase decision. QW was also recommended to us by our ACT consultant who was familiar with our business. The online QW demo and videos were great at showing the ease of use of the product too.

Nachteile:

The reporting function is not great. We invested in MasterMine for QW. Since we made the MasterMine investment, we are able use the data out in QW to a much fuller extent for business planning and decision making. .

Quote and Proposals

Vorteile:

Quotewerks has very much dictated our business and workflow for the past 8 years or so. As a quoting tool, it is very powerful. There is a small learning curve and we admittedly do not use all the available features, mainly due to the slightly outdated user interface. The Quote layout designer is very powerful especially if you have a developer that knows how to build out the templates.

Nachteile:

The overall user experience and interface could be improved as it is not overly friendly. Better support documentation would also help improve the knowledge of the software and what it can do.

Quotewerks Helped Our Company Grow!

Kommentare: Our business model focuses on providing an outsourced procurement staff. I can honestly say we would not be as successful as we are without the use of Quotewerks. The efficiency of getting quotes assembled and distributed allows us to run a lean staff and maximizes our resources. The distributor integrations also reduced our RMAs significantly by allowing us to place the orders directly through Quotewerks instead of manual entry where mistakes can occur. Overall we couldn't be more pleased at how Quotewerks has helped our business grow.

Vorteile:

The ease of use and various integrations are some of it's strongest features. We had no issues getting it plugged into our CRM and Accounting software packages. When we had questions, Quotewerks support was always there to help guide us.

Nachteile:

Any issues we have with Quotewerks is purely minor issues like adding other shipping companies to the list in the procurement tracking model. There are workarounds to still provide tracking for LTL and regional freight couriers, but it would be nice to be able to have the ability to track all of the couriers.

We are a manufacturer's rep firm and this quote-generation software simplified our system.

Kommentare: Saved time; provided a professional appearance to our out-bound quotes; easily integrated with our accounting software; allowed us to better work together as a team to complete sales; easily integrated with our CRM software.

Vorteile:

We find QuoteWerks to be fairly priced. It is customizable to suit our particular needs. Whenever we have had any technical trouble, the tech support team has always been quick and very knowledgeable. We have the professional edition tied into our Quickbooks accounting software, which has resulted in a large time savings!

Nachteile:

The GUI isn't the prettiest or most modern, but it is functional and mostly intuitive. There have been frustrations with technical issues from time to time, but they are usually pretty quickly resolved with help from tech support or in an future software update. Updates are frequent and fix bugs often.