QuoteWerks CPQReviews of quotewerks.com

7680 Universal Blvd Suite 360, Orlando, Florida

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The Fair Hearing score

4.3/ 5

Great

33 reviews

QuoteWerks CPQ4.3Great

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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 The Fair Hearing, 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 The Fair Hearing: 2026

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Jul 18, 2018

This product has potential

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!

By Ron W.

Response from QuoteWerks CPQ· Jul 18, 2018

Ron, Thank you for utilizing QuoteWerks in your business. The layout designer is a flexible tool. It is not a graphic design tool like Abobe Photoshop or InDesign which enables all of our customers with little training to customize and edit their layouts (https://www.quotewerks.com/layouts.asp). For those that prefer Microsoft Word (https://www.quotewerks.com/WordMerging.asp), QuoteWerks has the ability to create quotes and proposals by merging a Word Document. In the editor, there are options to align a field with another field based on top, Bottom, Left, and Right Edge and also on a Center line (both Horizontal and Vertical) - https://www.quotewerks.com/helpfile/qwhelp.htm?layoutdesignermenucommands.htm. The other issue that novice layout designers run into is when a field is configured to grow / allow for multiple lines. When this is set and the value of the field has multiple lines, it will push the fields down that are below it. In these cases, it is important that the fields are aligned correctly. Additional Tips and Tricks: https://www.quotewerks.com/helpfile/qwhelp.htm?layouttipsandtricks.htm I see that you have contacted QuoteWerks Technical Support. If you have specific questions, we are available to assist.