QuoteWerks is a turn-key sales quoting and proposal solution that enables users to draft professional-looking quotes, proposals, and other business documentation. Its key features include interactive quotes, document audit trail, quote labor, and more. In this article, we cover QuoteWerks reviews and pricing. Ready to get started? Get a free trial.
QuoteWerks pricing is based on three annual licensing options: Standard ($140 to $199/license), Professional ($179 to $269/license), and Corporate ($309 to $399/license). The main differences between the plans include the number of active users allowed as well as access to premium features such as opportunities dashboard, quote synchronization, scripting, and more.
Customers will receive volume discounts for additional users based on their total number of licenses: Standard (50+), Professional (100+), and Corporate (100+) editions.
Customers can also subscribe to other QuoteWerks modules such as the QuoteValet, the online quote delivery and acceptance tool for $29 per user, per month, or QuoteWeb for $10 per user, per month. Interested users may contact the company’s sales team to know more about other add-on services.
Ready to get started with QuoteWerks? Get a free trial.
Summary of Positive QuoteWerks Reviews
Users who gave positive QuoteWerks reviews said that it is user-friendly. Many liked its robust set of features and third-party integration options. Others commended its prompt and reliable customer support team.
One user who gave a positive QuoteWerks review on G2 said that it has a straightforward and intuitive user interface (UI) that is very easy to customize. He particularly liked its configurator as well as its customer relationship management (CRM) and accounting integrations. He also commended the quality and reliability of its support services.
Summary of Negative QuoteWerks Reviews
Users who gave negative QuoteWerks reviews wished for more design options. Some noted that updates do not come out often. Others mentioned that its web version has limited scalability.
One user who gave a negative QuoteWerks review on G2 suggested updates in its templates and some features. He also wished for an improvement in its web version and for a lower price for QuoteValet.
Business Proposal Templates From Fit Small Business
Free Business Proposal Templates That Win Deals: Business proposals are documents outlining the terms of a sale for potential buyers. In this guide, we’ll walk you through the entire proposal process, including must-have proposal features and tips for following up with your potential clients.
Check out the list below of some of QuoteWerks’ features:
- Interactive quotes
- Client portal
- Document audit trail
- Quote labor
- Discount management
- Pricing management
- Electronic signature
- And more
What are some of the support resources that QuoteWerks provides?
QuoteWerks maintains a blog as well as videos, webinars, and downloads to help users navigate and fully maximize the software.
What industries does QuoteWerks mainly cater to?
QuoteWerks mainly serves IT solution providers, managed service providers, custom integrators, manufacturers, AV and security integrators, and more.
Here is a list of some of QuoteWerks’ popular integrations:
Have you read these QuoteWerks reviews and are still not sure if it’s the right fit for you? Read our reviews of all top office software providers or check out one of these three QuoteWerks competitors.