7680 Universal Blvd Suite 360, 32819, Orlando, US
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 like QuickBooks, Sage 50 US Edition / Peachtree, or others through 3rd party Accounting add-ons so when those quotes become orders you don't have to re-enter your orders, and those orders can be submitted electronically to your vendors! All of this eliminates costly mistakes. QuoteWerks has been empowering businesses for over 25 years - increasing their productivity and closing more sales by simplifying and speeding up their price quoting/proposal processes in the office and on the road.
Solid product and the customization is plentiful. It's suited us well for years.
It took us a few years before we decided to purchase QuoteWerks and I wish we has purchased their product sooner. Very easy to use, has the additional option of letting your clients receive their quote online and QuoteWerks are constantly updating and adding new features to their product. Would highly recommend QuoteWerks to anyone looking to improve the way they sent quotes to their clients.
This program has a seldom-found flexibility to adapt according to a specific need. It is more difficult to find a product that is suitable for a manufacturer's representative firm. After extensive searching and trying several products, I have selected QuoteWerks and am most happy with the results.
Wonderful Customer service
Does everything we were looking for. Easy implementation and rapid adoption by our users.
Excellent product, highly recommended.
This product has potential, but I've used Quotewerks for at least 5 - 6 years and the one problem I experience the most is an outdated form editor. It's wonderful that the company feels a need to often tout many updates to the software and over the years not one update has been anything I use. I need a decent form editor so I don't have to regularly spend hours adjusting my forms. When I first started with Quotewerks I paid for a template to match my companies quote form and since I have had to adjust the form for almost every quote. The fields for some reason change position and require tweaking regularly. There is no way to zoom in on the form and select the proper field as they are jumbled together and what is visible in the editor is not what it looks like when looking at the actual form. I don't need the Amazon bundled features. I do general quoting, P.O.'s and invoicing. Fix the horrible editor!
There are many things you need to work on, like the template on quote valet. I work in a field that needs to be more flexible when it comes to item selection. The template sets a predetermined selection that I personally can not use for the demand of verity in the demands of my job's purpose is too significant.
We could not run our business without QuoteWerks. It has become an essential part of our sales workflow.
QuoteWerks is a good stable software package. It helps me in preparing quotes quickly and enables me to choose from various customized quoting formats. The profit margin on each item and on the full quote is also always visible.
Love this app. Great tool for quoting.
Great Product. Seems they have a great product that works as they said it would. We are a construction company using this for the platform, which gives us a great amount of control and the ability to set product databases up the way we specifically need them.
QuoteWerks is a flexible tool able to be adapted to any need due to its own scalability and high customizable interface.
