QuoteWerks

QuoteWerks

von Aspire Technologies

Wer verwendet QuoteWerks?

QuoteWerks wird von Unternehmen aller Größen eingesetzt, die ihren aktuellen Verkaufsangebotsprozess rationalisieren möchten, um ihren Kund*innen detaillierte und professionelle Verkaufsangebote und Kostenvoranschläge bieten zu können.

Was ist QuoteWerks?

QuoteWerks ist eine erschwingliche, sofort einsatzbereite Lösung für Angebote und Kostenvoranschläge mit über 86.000 Nutzer*innen in 101 Ländern. Das Besondere an QuoteWerks sind die über 55 Integrationen in Lösungen für CRM (z. B: ACT!, Autotask, ConnectWise, Salesforce, MS CRM, Outlook und andere), Buchhaltung (QuickBooks und Sage 50), Großhändler*innen (Ingram Micro, Tech Data, Synnex und andere), FedEx/UPS, Leasing, Umsatzsteuer, Dell, Cisco, HP, CDW und andere.

QuoteWerks – Details

Aspire Technologies

http://www.quotewerks.com

Gegründet 1993

QuoteWerks – Preisübersicht

QuoteWerks ist verfügbar ab 15,00 $/Monat. QuoteWerks bietet keine Gratisversion, aber eine kostenlose Testversion. Weitere Preisinformationen für QuoteWerks findest du unten.

Startpreis

15,00 $/Monat

Kostenlose Version

Nein

Gratis Testen

Ja

Einsatz

Cloud, SaaS, Web

Installiert - Windows

Training

Persönlich

Live Online

Webinare

Dokumentation

Kundenbetreuung

Support während der Geschäftszeiten

Online

QuoteWerks Funktionen

Angebotserstellung Software
Automatisierte Angebotserstellung
Katalogmanagement
Kontaktmanagement
Kundenportal
Kundenspezifisches Branding
Preismanagement
Produktkonfigurator
Rabattmanagement
Audit Trail
Dokumentenmanagement
Elektronische Unterschrift
Inhalt-Bibliothek
Kollaboration
Kontaktmanagement
Pipeline-Management
RFP-Management
Versionskontrolle
Vorlagen
Wissensbasis-Management
Workflow-Management
2D-Zeichnung
3D-Modellierung
Angebote
Elektronischer Handel
Erneuerungs-Management
Geführter Verkauf
Genehmigungs-Workflow
Preis- und Kostenkalkulationen
Produktkonfigurator
Self-Service Portal

QuoteWerks – Nutzerbewertungen

Zeigt 5 von 78 Nutzerbewertungen

Gesamt
4.4/5
Benutzerfreundlichkeit
4.3/5
Kundenservice
4.5/5
Funktionen
4.2/5
Preis-Leistungs-Verhältnis
4.4/5
Garry A.
Vice President
13-50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
  • Gesamtbewertung
    5/5
  • Benutzerfreundlichkeit
    4/5
  • Eigenschaften & Funktionalitäten
    4/5
  • Kundenbetreuung
    5/5
  • Preis-Leistungs-Verhältnis
    5/5
  • Wahrscheinlichkeit der Weiterempfehlung
    10/10
  • Quelle des Nutzers 
  • Bewertet am 5.12.2017

"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.

  • Quelle des Nutzers 
  • Bewertet am 5.12.2017
Cheryl M.
Co-Founder and CEO
Gesundheit, Wellness & Fitness, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
  • Gesamtbewertung
    5/5
  • Benutzerfreundlichkeit
    5/5
  • Eigenschaften & Funktionalitäten
    4/5
  • Kundenbetreuung
    5/5
  • Preis-Leistungs-Verhältnis
    5/5
  • Wahrscheinlichkeit der Weiterempfehlung
    10/10
  • Quelle des Nutzers 
  • Bewertet am 24.8.2018

"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. .

  • Quelle des Nutzers 
  • Bewertet am 24.8.2018
Jeff C.
Bid Coordinator
Bau, 2-10 Mitarbeiter
Verwendete die Software für: 1-5 Monate
  • Gesamtbewertung
    5/5
  • Benutzerfreundlichkeit
    5/5
  • Eigenschaften & Funktionalitäten
    5/5
  • Kundenbetreuung
    5/5
  • Preis-Leistungs-Verhältnis
    5/5
  • Wahrscheinlichkeit der Weiterempfehlung
    10/10
  • Quelle des Nutzers 
  • Bewertet am 11.2.2020

"Best I've found"

Kommentare: I used to have super-complex spreadsheets with material pricing, labor pricing, assemblies, etc. QuoteWerks has enabled me to finally step away from those. Other quoting solutions I tried just wasn't built for complex situations such as assemblies with multiple components. I don't think I've even begun to scratch the surface of what this software can do. It's definitely worth the time to get it up and running. Their support has been very helpful and responsive anytime I've hit a roadblock.

Vorteile: Ability to choose which line items are displayed on final printout. Ability to have assemblies or "groups" with one unit price. Ease of tweaking these factors.

Nachteile: Wish you could drag a whole group by the group heading and rearrange your quote. Also a Mac version would be nice down the line--I'm the only PC user in this office.

  • Quelle des Nutzers 
  • Bewertet am 11.2.2020
Norm B.
Business Development
Bau, 13-50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
  • Gesamtbewertung
    2/5
  • Benutzerfreundlichkeit
    4/5
  • Eigenschaften & Funktionalitäten
    1/5
  • Kundenbetreuung
    3/5
  • Preis-Leistungs-Verhältnis
    2/5
  • Wahrscheinlichkeit der Weiterempfehlung
    2/10
  • Quelle des Nutzers 
  • Bewertet am 8.3.2018

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

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.

  • Quelle des Nutzers 
  • Bewertet am 8.3.2018
Wayne S.
Vice President of Operations
Computer-Hardware, 13-50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
  • Gesamtbewertung
    5/5
  • Benutzerfreundlichkeit
    5/5
  • Eigenschaften & Funktionalitäten
    5/5
  • Kundenbetreuung
    5/5
  • Preis-Leistungs-Verhältnis
    5/5
  • Wahrscheinlichkeit der Weiterempfehlung
    10/10
  • Quelle des Nutzers 
  • Bewertet am 24.8.2018

"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.

  • Quelle des Nutzers 
  • Bewertet am 24.8.2018