QuoteWerks CPQ Reviews | Read Customer Reviews of quotewerks.com

QuoteWerks CPQReviews of quotewerks.com

4.333 reviews
Sales & Marketing
7680 Universal Blvd Suite 360, Orlando, Florida

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QuoteWerks CPQ

About QuoteWerks CPQ

Create professional quotes & proposals in minutes with QuoteWerks® - the Market Leading quoting software solution (CPQ) that integrates with your CRM and Accounting to create a seamless sales process. QuoteWerks is specialized (CPQ) software used in every industry for creating sales quotes and proposals. Rather than using Microsoft® Word® or Excel® to create your quotes and proposals, you can benefit from a tool that is specialized for the task of creating quotes and proposals.QuoteWerks fits into your existing software environment. It works with the software that you store your customer information in like ACT!, ACT! for Web, Autotask, ConnectWise, GoldMine, Google Contacts, Maximizer, MS Dynamics CRM, Outlook, Outlook BCM, salesforce.com, SalesLogix, and SugarCRM eliminating the need to re-type customer information. QuoteWerks also has its own built-in contact database.You can easily import your product information into QuoteWerks. QuoteWerks can link to product database sources like external databases, Excel spreadsheets, or text files. You can also just type product information directly into the quote. If you use QuickBooks or Peachtree, QuoteWerks can even quote products that you have stored in QuickBooks or Sage 50 - US Edition / Peachtree.Our IT Industry Solution provides an integration with Tech Data, Ingram Micro, SYNNEX, D&H and more. You can get real-time pricing and warehouse availability from your vendors and using our QuoteWerks Product Content Subscription (powered by Etilize), customer friendly product descriptions, product images, and marketing descriptions. With QuoteWerks you can also submit orders electronically to your vendors and receive order status with shipping tracking numbers, serial numbers and more.With our QuoteValet® Add-on, you know when your customer views your quote and your customer sign electronically - no more signing and faxing, and can collect credit card payment including deposits.It integrates with your Accounting software li

QuoteWerks CPQ (quotewerks.com) has 33 customer reviews on Five Star Index, with an average rating of 4.3 out of 5.

Also known as: quotewerks.com
Website: quotewerks.com
Category: Sales & Marketing
Location: Orlando, Florida
Listed on Five Star Index: 2026

About these reviews

Replies: The company replied to 27% of reviews.
Latest: Most recent review: May 2024.
Edits: Reviews are shown as their authors wrote them. The company can reply, but cannot edit them.
Score: This company cannot pay to remove reviews or change its score.

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QuoteWerks CPQ reviews

33 approved reviews, newest moderated first

John A.
Jul 25, 2018
Flexible solution with great support…
Flexible solution with great support staff.
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Garry R.
Jul 25, 2018
Very flexible and support has been…
Very flexible and support has been great in onboarding our company.
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Mark C.
Jul 25, 2018
First-class CPQ
Quite simply the best CPQ on the market, whether used stand-alone or in integration with other systems.
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Alfredo
Jul 22, 2018
Sone upgrades have been detrimental.
Sone upgrades have been detrimental.
Response from QuoteWerks CPQJul 24, 2018
Alfredo, I am sorry that you had difficulties with an update(s). I did not see any support call/ticket notes in the past year regarding updates except for a quick question. Please send an email to [email protected] with "Attn: Vice President" along with the issue(s) that you have encountered. We are known for how good our support team is. If there are issues, we would like to know to ensure we keep our reputation in the industry.
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Cary S.
Jul 20, 2018
Make more money and get promoted!
Buy it yourself if your company will allow you to use it...you will make more $ or get promotions! As a salesman and now manager, I've found that my career has benefitted greatly using Quotewerks and ACT! in combination. Most company software designs are for managerial reports and invoicing. Quotewerks is designed to make YOUR job easier and faster. If you only receive 20% of what you quote...you loose 80% of valuable info in most company software.
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Martin at Impress P.
Jul 20, 2018
Fantastic product
Fantastic product. We have used it to streamline our sales order process since 2005 and it immediately simplified but controlled everything. thoroughly recommend.
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Dustin L.
Jul 19, 2018
Cannot sync live
Cannot sync live, products and prices. Inventory sync with Quick Books cannot get to work. Tech support poor. Looking for other programs....
Response from QuoteWerks CPQJul 24, 2018
Dustin, I see someone else from your company was working with our technical support regarding your infrastructure and remote users 3 months ago. Nothing specifically about QuickBooks. We have videos on our website about the QuickBooks link: https://www.quotewerks.com/QuickBooksOnline.asp We also have documentation on the integration: https://www.quotewerks.com/helpfile/qwhelp.htm?chapter27quickbooksaccountinglink.htm Please send an email to [email protected] with "Attn: Vice President" along with the issue(s) that you have encountered. We are known for how good our support team is. If there are issues, we would like to know to ensure we keep our reputation in the industry.
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Charlie W.
Jul 19, 2018
Inconsistent Double-Click
I wish a double-click would only select an item. Sometimes it opens a dialog box. Inconsistent with itself and the Windows GUI.
Response from QuoteWerks CPQJul 19, 2018
QuoteWerks is used by a number of different users, industries, and locales. There are settings available at both the site and user level to customize the look and feel of QuoteWerks (including the double-click behavior). There are several user options that enable you to control what happens with a double-click (available from Tools|My Preferences - Misc Tab within QuoteWerks). The documentation is located here: https://www.quotewerks.com/helpfile/qwhelp.htm?settingpersonalizedpreferences.htm If you have questions, please feel free to give QuoteWerks Technical Support a call at 407-248-1481.
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