QuoteWerks CPQReviews of quotewerks.com

Response from QuoteWerks CPQJul 27, 2018

Gustave, Thank you for providing the review and utilizing QuoteWerks in your organization. We have a long history integrating with ACT!. In fact, ACT! was one of the first Contact Managers that we integrated with. With all of our CRM Integrations, we attempt to integrate bring Contact-centric rather than Company-centric. When you email a quote to someone (or hand-deliver), you are delivering the quote to a person and not a generic entity ([email protected] instead of [email protected]). As far as the datalink is concerned, we add functionality based on the feedback from the community (the number of requests for the same functionality is helpful). The best way to request functionality is to post it to our forum (https://tickets.quotewerks.com/support/discussions/9000008646). Then, have others that you know that are interested in the functionality to also comment on the feature request. Keep in mind - QuoteWerks has over 84,000 users and each user has 1 or 2 features that they would like to see added to QuoteWerks.

Response from QuoteWerks CPQJul 26, 2018

Agustin, Thank you for taking the time to review QuoteWerks. UI -- We take input from our customers as to the UI and have made some changes based on their feedback (others we have tried in a test environment - users found it less intuitive, so we did not make the changes permanent). If you have specific suggestions, please let us know! Start from Opportunity in CRM -- We do have this functionality for some CRMs that QuoteWerks integrates with. Have you submitted this as a feature request for your CRM -- https://tickets.quotewerks.com/support/discussions/9000008646 ? QuoteWerks Development listens to the needs of our customers and prioritizes them based on the feedback we receive from the community. Payment Options Wording -- There are several options available for the different payment options and wording. For QuoteValet, the instructions are here (https://www.quotewerks.com/helpfile/qwhelp.htm?paymentprocessingtab.htm). For the basic macro text (https://www.quotewerks.com/helpfile/qwhelp.htm?payment.htm). QuoteWerks Technical Support can provide assistance with this as well ([email protected]). Thank you for using QuoteWerks to help automate the Quote creation process for your company.

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.

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.

Response from QuoteWerks CPQJul 19, 2018

Thank you for the review. Our Help Information is located here: https://www.quotewerks.com/helpfile/qwhelp.htm?quotewerksmainhelp.htm Could you please email [email protected] with clarification on what you are searching, what you are receiving as results, and what you would expect to see. We also have a number of helpful videos on our website as well: https://www.quotewerks.com/video.asp QuoteWerks Support Information: https://www.quotewerks.com/support.asp If you ever have questions, you can can call QuoteWerks Technical Support at 407-248-1481 or open a ticket by emailing [email protected].

Response from QuoteWerks CPQJul 18, 2018

Hector, Thank you for subscribing to QuoteValet - The online quote delivery and acceptance vehicle for QuoteWerks (https://www.quotewerks.com/quotevalet.asp). The templates for QuoteValet are completely customizable, but do require some CSS/HTML knowledge. We have several samples available and offer Professional Services and Partners that can perform customizations as well. If you have any questions or would like additional information about Professional Services (https://www.quotewerks.com/pricelist.asp#Professional), please let us know. Thank you again for using both QuoteWerks and QuoteValet!