QuoteWerks
Was ist QuoteWerks?
QuoteWerks ist eine erschwingliche, sofort einsatzbereite Lösung für Angebote und Kostenvoranschläge mit über 86.000 Nutzer*innen in 101 Ländern. Das Besondere an QuoteWerks sind die über 55 Integrationen in Lösungen für CRM (z. B: ACT!, Autotask, ConnectWise, Salesforce, MS CRM, Outlook und andere), Buchhaltung (QuickBooks und Sage 50), Großhändler*innen (Ingram Micro, Tech Data, Synnex und andere), FedEx/UPS, Leasing, Umsatzsteuer, Dell, Cisco, HP, CDW und andere.
Wer verwendet QuoteWerks?
QuoteWerks wird von Unternehmen aller Größen eingesetzt, die ihren aktuellen Verkaufsangebotsprozess rationalisieren möchten, um ihren Kund*innen detaillierte und professionelle Verkaufsangebote und Kostenvoranschläge bieten zu können.
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Bewertungen über QuoteWerks
Garry
Fantastic tool for building and managing your sales opportunities and quotes.
Kommentare:
The quote visibility and access to online sync resources is super helpful in our quoting process.
Our sales team couldn't operate without Quotewerks any longer. It has become integral to our processes.
Vorteile:
Quotewerks has the ability to see if and when your customer sees your quote. When we were looking into the product, we had received a quote from our Quotewerks sales rep and it had been ignored and was expired. We opened the quote a few weeks later to take a quick look at it and 15 minutes later we got a phone call from our sales rep. "I see you opened this expired quote. I wanted to answer any questions for you and get an updated quote if you are still interested." That sealed the deal for us. Then we found out all of the other amazing things it could do and have loved it every day. It has easily paid for itself many times over.
Nachteile:
Quotewerks must run locally. There is a web version in development, but it is still pretty green. If you need to use it remotely you will need either Terminal Services or VPN to access it. The Quote Valet add-on gives it some web connectivity features which are helpful for viewing existing quotes and responding to customers, but not necessarily for building new quotes. Once they get the web version finished, that should help with this a lot. The product can also be a little bit kludgy to learn at first. It's been around for a long time so some of the interface is a bit antiquated.
Daniel
La mejor opción si no quieres asumir los costes que suponen otras herramientas similares
Kommentare: It enabled us to make faster calculations and with a very detailed data.
Vorteile:
It is the best way to quote a product online because this software allows us to have many factors adjusted in the job sheet. It can create quotes very rapidly.
Nachteile:
The UI is from my point of view a bit updated and sometimes it is difficult to understand how to proceed.
Dennis
We LOVE QuoteWerks
Kommentare: We have been using QuoteWerks since 2004 and we LOVE QuoteWerks. We use it in conjunction to ACT. QuoteWerks makes it easy for us to prepare quotes and keep moving the ball down the field helping folks solve their needs in our business to manage / search / find / archive and share digital media assets. Find out more about what we do at [sensitive content hidden]All the best.
Vorteile:
Ease of use. We love QuoteWerks and use it every day.
Nachteile:
We do not have any complaints about QuoteWerks
Norm
Quotewerks does exactly what the name describes... makes quotes.
Kommentare: It makes quotes and sends quotes to customers. Offers the ability to make revisions to quotes and keep the originals.
Vorteile:
Easy to set up and easy to use. Minimal "bells and whistles" keeps you on task and making quotes. Great for the first step of the sales process only and sending out for invoicing to another product.
Nachteile:
Great software for the first step of the sales process only however... 1) Not all info is searchable. 2) Does not integrate with many programs and not all fields integrate. 3) "Tickle" or reminder functions minimal and only in quote valet. 4) reports are clunky and minimal without paying to customize. 5) No workflow automation. 6) Minimal notifications as to quote progresses or when approved to client or inter-company personnel. 7) Interface looks the same as it did in 2012 when we started. 8) Not enough logging of estimates as they change or are updated. 7) No scheduling functions. 9) No "app" for smart phones. 8) Minimal Export functions. 9) Dashboard notification options are very limited to just two integration programs and not for overall quoted work. 10) No Service Operations Automation or Order management. 11) Does not allow for Teams or intercompany groups to be part of an estimate. 12) No intercompany communication short of a new added dynamic notes field which seems to be built with 1995 technology. 13) No auto follow up emails for estimates unless in Quote valet and they are somewhat generic. 14) Does not export "ship to" field to MOST integrated software packages. 15) No ability to auto CC office staff when creating an email template.
Antwort von Aspire Technologies
vor 8 Monaten
Norm, I am sorry that you are not finding QuoteWerks to fit all of your needs. 1. What fields are you trying to search on? We have dynamic search fields on the File|Open window and also in reporting. 2. QuoteWerks integrates with over 55 solutions. What are you having difficulty integrating with? 3. QuoteValet can be used for automatic reminders, but the integration with your CRM/PSA enables additional reminders at the activity and opportunity level. 4. We have made quite a few changes to the reporting functionality in QuoteWerks. They are quite powerful. If you would prefer, you can link QuoteWerks with outside tools like Power BI as well. I am running out of space to reply to all of your concerns, but please feel free to reach out to our team. We would be happy to help!
Samson
An efficient tool for Quoting Solution for Small Businesses
Kommentare: Quotewerks offers a range of features to help small businesses streamline their quoting process. Its ease of use, integration capabilities, and flexibility make it a solid choice for businesses that want to save time and increase efficiency.
Vorteile:
Quotewerk is intuitive and easy to navigate, even for users who are not tech-savvy. The interface is clean and uncluttered, which makes it easy to find the features you need.
Nachteile:
Quotewerks can be a bit expensive compared to other quoting software solutions
