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.

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.

QuoteWerks – Details

Aspire Technologies

1993 gegründet

QuoteWerks – Details

Aspire Technologies

1993 gegründet

QuoteWerks – Videos und Bilder

Videos zu QuoteWerks
QuoteWerks Software - 1 - Vorschau
QuoteWerks Software - 2 - Vorschau
QuoteWerks Software - 3 - Vorschau
QuoteWerks Software - 4 - Vorschau
QuoteWerks Software - 5 - Vorschau

Kosten ähnlicher Produkte wie QuoteWerks vergleichen

Startpreis

15,00 $/einmalig
19,00 $/Monat
30,00 $/Monat
20,00 $/Monat

Kostenlose Version

Kostenlose Version Nein
Kostenlose Version Ja
Kostenlose Version Nein
Kostenlose Version Ja

Gratis Testen

Gratis Testen Ja
Gratis Testen Ja
Gratis Testen Ja
Gratis Testen Ja

QuoteWerks – Bereitstellung und Support

Kundenbetreuung

  • E-Mail/Helpdesk
  • FAQ/Forum
  • Wissensdatenbank
  • Telefon-Support
  • Chat

Einsatz

  • Cloud, SaaS, webbasiert
  • Windows (Desktop)
  • Windows (On-Premise)
  • Linux (On-Premise)

Training

  • Persönlich
  • Live Online
  • Webinare
  • Dokumentation
  • Videos

Funktionen von QuoteWerks

  • API
  • Abrechnung & Rechnungsstellung
  • Aktivitäts-Dashboard
  • Aktivitäts-Verfolgung
  • Angebote / Schätzungen
  • Angebotserstellung
  • Anpassbare Berichte
  • Anpassbare Felder
  • Anpassbare Vorlagen
  • Audit Trail
  • Aufgabenmanagement
  • Auftragsmanagement
  • Automatisierte Angebotserstellung
  • Berichterstattung und Statistik
  • Bestell-Management
  • CRM
  • Digitale Unterschrift
  • Dokumentenmanagement
  • Dokumentenspeicher
  • Dokumentvorlagen
  • Drag-and-Drop
  • Drittanbieter-Integration
  • E-Mail-Management
  • Echtzeit-Berichterstattung
  • Echtzeit-Daten
  • Elektronische Unterschrift
  • Elektronische Zahlungen
  • Erinnerungen
  • Integration in die Buchhaltung
  • Inventarverwaltung
  • Kalenderverwaltung
  • Katalogisierung / Kategorisierung
  • Kontakt-Datenbank
  • Kontaktmanagement
  • Kontrolle des Genehmigungsprozesses
  • Kundenhistorie
  • Kundenportal
  • Kundenspezifisches Branding
  • Preis- / Margen-Management
  • Preismanagement
  • Produktkatalog
  • Produktkonfigurator
  • Prognosen
  • Rabattmanagement
  • Rechnungsmanagement
  • Schätzung
  • Vertrags-/Lizenz-Management
  • Vorlagen-Management
  • Workflow-Management
  • Zugriffskontrollen / Berechtigungen

Siehe die vollständige Angebotserstellung Software Liste

  • API
  • Aktivitäts-Dashboard
  • Aktivitäts-Verfolgung
  • Alarmfunktion / Benachrichtigungen
  • Angebote / Schätzungen
  • Angebotserstellung
  • Anpassbare Berichte
  • Anpassbare Vorlagen
  • Audit Trail
  • Aufgabenmanagement
  • Automatische Formatierung
  • Berichterstattung und Statistik
  • CRM
  • Content-Management
  • Daten-Import / -Export
  • Digitale Unterschrift
  • Document Automation
  • Dokumentenmanagement
  • Dokumentenprüfung
  • Dokumentenspeicher
  • Dokumentvorlagen
  • Drag-and-Drop
  • Drittanbieter-Integration
  • Echtzeit-Benachrichtigungen
  • Elektronische Unterschrift
  • Erinnerungen
  • Fortschrittsverfolgung
  • Inhalt-Bibliothek
  • Konfigurierbarer Workflow
  • Kontaktmanagement
  • Kontrolle des Genehmigungsprozesses
  • Kundenportal
  • Kundenspezifisches Branding
  • Pipeline-Management
  • Produktkatalog
  • Prognosen
  • Projektmanagement
  • RFP-Erstellung
  • RFP-Management
  • Rabattmanagement
  • Umsatzentwicklung-Analyse
  • Versionskontrolle
  • Vertrags-/Lizenz-Management
  • Vorlagen
  • Vorlagen-Management
  • Werkzeuge zur Zusammenarbeit
  • Wirtschaftsprüfung-Management
  • Wissensbasis-Management
  • Workflow-Management
  • Zugriffskontrollen / Berechtigungen

Siehe die vollständige Angebotsmanagement Software Liste

  • 2D-Zeichnung
  • 3D-Imaging
  • API
  • Aktivitäts-Dashboard
  • Aktivitäts-Verfolgung
  • Angebote / Schätzungen
  • Angebotserstellung
  • Anpassbare Vorlagen
  • Audit Trail
  • Auftragsmanagement
  • Berichterstattung und Statistik
  • CRM
  • Dokumentenmanagement
  • Dokumentenspeicher
  • Dokumentvorlagen
  • Drag-and-Drop
  • Drittanbieter-Integration
  • E-Commerce-Management
  • ERP
  • Echtzeit-Daten
  • Elektronische Unterschrift
  • Erneuerungs-Management
  • Geführter Verkauf
  • Genehmigungs-Workflow
  • Katalogisierung / Kategorisierung
  • Konfigurationsmanagement
  • Konfigurierbarer Workflow
  • Kontaktmanagement
  • Kontrolle des Genehmigungsprozesses
  • Kundenaufträge
  • Kundenportal
  • Kundenspezifisches Branding
  • Material-Rechnung
  • Mehrere Währungen
  • Pipeline-Management
  • Preis- / Margen-Management
  • Preis- und Kostenkalkulationen
  • Produktkonfigurator
  • Prognose
  • Rabattmanagement
  • Sales Automation
  • Self-Service Portal
  • Umsatzentwicklung-Analyse
  • Verkaufsberichte
  • Versionskontrolle
  • Vertrags-/Lizenz-Management
  • Vorlagen-Management
  • Werkzeuge zur Zusammenarbeit
  • Workflow-Management
  • Zugriffskontrollen / Berechtigungen

Siehe die vollständige CPQ Software Liste

Alternativen für QuoteWerks

Mehr Alternativen zu QuoteWerks

Erfahrungen mit QuoteWerks

Alle 81 Nutzerbewertungen lesen

Durchschnittliche Bewertung

Gesamt
4,4
Benutzerfreundlichkeit
4,3
Kundenservice
4,5
Funktionen
4,3
Preis-Leistungs-Verhältnis
4,4

Nutzerbewertungen nach Bewertung

5
44
4
29
3
5
2
3

Nutzerbewertungen nach Unternehmensgröße (Angestellte)

  • <50
  • 51-200
  • 201-1.000
  • >1.001
Garry A.
Garry A.
Vice President in USA
Verifizierter Nutzer auf LinkedIn
11-50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

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

5 vor 4 Jahren

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.

Cheryl M.
Cheryl M.
Co-Founder and CEO in USA
Verifizierter Nutzer auf LinkedIn
Gesundheit, Wellness & Fitness, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

We ♥ QW!

5 vor 3 Jahren

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. .

Sandra M.
Technical Lead in Indien
Informationstechnologie & -dienste, 201-500 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

Quoting Tool That Makes Your Tasks Easy

5 vor 2 Wochen Neu

Vorteile:

Really very great tool for quoting.We can create customised quotes according to the requirement.It offers spell check feature that auto correct the spelling very easily. It is very good tool for all organisations.It is far better than making spreadsheets. Also customer support is very good.We can integrates with ERP system. Also it is offers very affordable price. Thanks QuoteWorks.

Nachteile:

Desktop UI is not as good as modern UI. Except this Really a great tool for Quoting that makes your quotes easy to understand and attractive. Thanks QuoteWorks.

Antwort von Aspire Technologies

letzte Woche

Thank you for the review, Sandra! Our Technical Support is something that we pride ourselves on. As for a more modern UI, you may want to check out QuoteWerks Web which can run along with QuoteWerks Desktop: https://www.quotewerks.com/quotewerksweb.asp

Norm B.
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 vor 4 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.

Wayne S.
Wayne S.
Vice President of Operations in USA
Verifizierter Nutzer auf LinkedIn
Computer-Hardware, 11-50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Quotewerks Helped Our Company Grow!

5 vor 3 Jahren

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.