QuoteWerks Overview
This is a summary of the comprehensive capabilities and benefits of QuoteWerks based on over 5046 insights from peer reviews, customer testimonials, and expert opinions. We included citations from these sources so you can read the full content at the original source if you wish.
QuoteWerks, Powertrak CPQ, ConnectWise Sell, SAP CPQ, Oracle CPQ Cloud, etc., all belong to a category of solutions that help CPQ. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.
Do you need to check if QuoteWerks is right for your needs? Our Cuspera AI engine can evaluate how QuoteWerks fits your specific business needs, industry, and context. Get your personalized assessment report today.
QuoteWerks supports business activities such as:
- Proposal & Quote Management
- Products & Pricelist Management
- Engagement Management
- Contract Management
- Contact List Management
QuoteWerks can help you with many business goals, such as Increase Sales & Revenue, Acquire Customers, Enhance Customer Relationships, Scale Best Practices, Improve Efficiency, etc. It can help manage these activities if you use Phone Calls and E-Mail for these needs. As a solution, QuoteWerks's capabilities include Templates, Dashboard, Calculator, etc.
QuoteWerks Information Technology and Services Vertical is its biggest customer base.
Reviews
"...Quoteworks is great for sending my customers quotes via email, regular mail, or just on site...." Peer review by Perry G., Owner, Computer Software
Cuspera Reviews
11 buyers and buying teams have used Cuspera to assess how well QuoteWerks solved their CPQ needs. Cuspera uses 5046 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific CPQ needs.
Business Priorities
Increase Sales & Revenue and Acquire Customers are the most popular business priorities peers achieved using QuoteWerks.
Use Cases
Peers recommend Proposal & Quote Management , Products & Pricelist Management , Engagement Management , as the business use cases that they have been most satisfied while using QuoteWerks.
Read Peer Reviews and Expert Experience for Business Use Cases
| BUSINESS USE CASES | RATINGS | CUSTOMER AND EXPERT EXPERIENCES |
|---|---|---|
| Proposal & Quote Management |
4.52/5 ★ |
"...Quoteworks is great for sending my customers quotes via email, regular mail, or just on site...." Peer review by Perry G., Owner, Computer Software |
| Products & Pricelist Management |
4.83/5 ★ |
"...QuoteWerks is well suited for any business in need of quick professional quote creation that can benefit from automated product description and pricing population...." Peer review by Eric Wakkuri, Vice President, DS Tech |
| Engagement Management with Phone Calls and E-Mail |
4.48/5 ★ |
"...It links with GoldMine to aid in tracking quotes and creating follow-up reminders. ...." Peer review by Barbara K., Client Services, Research |
| engaging and following up |
4.45/5 ★ |
"...Because QW integrates with our CRM (ACT! 2016), we are able to better track our opportunities and follow up on open leads...." Peer review by David C. Noe, Territory Manager, Wattco |
| PEER EXPERIENCES | |
|---|---|
| Proposal & Quote Management |
4.52/5 ★ |
"...Quoteworks is great for sending my customers quotes via email, regular mail, or just on site...." Peer review by Perry G., Owner, Computer Software |
|
| Products & Pricelist Management |
4.83/5 ★ |
"...QuoteWerks is well suited for any business in need of quick professional quote creation that can benefit from automated product description and pricing population...." Peer review by Eric Wakkuri, Vice President, DS Tech |
|
| Engagement Management with Phone Calls and E-Mail |
4.48/5 ★ |
"...It links with GoldMine to aid in tracking quotes and creating follow-up reminders. ...." Peer review by Barbara K., Client Services, Research |
|
| engaging and following up |
4.48/5 ★ |
42+ more Business Use Cases
Our AI advisor, Wyz, harnessed 5046 insights from peers and experts to help you assess how these QuoteWerks use cases fit your CPQ needs.
Frequently Asked Questions(FAQ)
for QuoteWerks
What is QuoteWerks?
What is QuoteWerks used for?
What are the top features of QuoteWerks?
Who uses QuoteWerks?
What are QuoteWerks alternatives?
Popular Business Setting
for QuoteWerks
Top Industries
- Information Technology and Services
- Computer Software
- Computer & Network Security
Popular in
- Small Business
- Mid Market
- Enterprise
Peers used QuoteWerks to Increase sales & revenue and Acquire customers
QuoteWerks Alternatives
Peer and Expert Opinion on Features
for QuoteWerks
- Low
- Medium
- High
| FEATURES | RATINGS AND REVIEWS |
|---|---|
| Templates | Read Reviews (158) |
| Dashboard | Read Reviews (39) |
| Calculator | Read Reviews (29) |
| Alerts: popups & Notifications | Read Reviews (27) |
| Personalization | Read Reviews (25) |
| FEATURES | RATINGS AND REVIEWS |
|---|---|
| Templates | Read Reviews (158) |
| Dashboard | Read Reviews (39) |
| Calculator | Read Reviews (29) |
| Alerts: popups & Notifications | Read Reviews (27) |
| Personalization | Read Reviews (25) |
IT and Other Capabilities
for QuoteWerks
- Low
- Medium
- High
| CAPABILITIES (DATA) | RATINGS AND REVIEWS |
|---|---|
| Data Import | Read Reviews (406) |
| Data Export | Read Reviews (274) |
| CAPABILITIES (DATA) | RATINGS AND REVIEWS |
|---|---|
| Data Import | Read Reviews (406) |
| Data Export | Read Reviews (274) |
| CAPABILITIES (SUPPORT) | RATINGS AND REVIEWS |
|---|---|
| Phone Support | Read Reviews (44) |
| Email Support | Read Reviews (42) |
| Chat Support | Read Reviews (26) |
| 24/7 Support | Read Reviews (375) |
| CAPABILITIES (SUPPORT) | RATINGS AND REVIEWS |
|---|---|
| Phone Support | Read Reviews (44) |
| Email Support | Read Reviews (42) |
| Chat Support | Read Reviews (26) |
| 24/7 Support | Read Reviews (375) |
| CAPABILITIES (OTHER) | RATINGS AND REVIEWS |
|---|---|
| Analytics | Read Reviews (48) |
| Custom Reports | Read Reviews (370) |
| CAPABILITIES (OTHER) | RATINGS AND REVIEWS |
|---|---|
| Analytics | Read Reviews (48) |
| Custom Reports | Read Reviews (370) |
Software Failure Risk Guidance
?for QuoteWerks
Overall Risk Meter
Top Failure Risks for QuoteWerks
Vendor Profile Details
Company Name
QuoteWerks
Company Website
https://www.quotewerks.com/HQ Location
Employees
11-50
Social
Financials
PRIVATE
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