von Aspire Technologies
Wer nutzt diese Software?
QuoteWerks is used by companies of all sizes looking to streamline their current sales quoting process in order to provide their customers with detailed and professional sales quotes and proposals.
Durchschnittliche Bewertung74 Bewertungen
- Gesamt 4.5 / 5
- Benutzerfreundlichkeit 4.5 / 5
- Kundenservice 4.5 / 5
- Funktionen 4.5 / 5
- Preis-Leistungs-Verhältnis 4.5 / 5
- Kostenlose Version Nein
- Kostenlose Testversion Ja, Kostenlose Testversion
Cloud, SaaS, Web
Installiert - Windows
Support währen der Geschäftszeiten
Angaben zum Hersteller
- Aspire Technologies
- Gegründet 1993
QuoteWerks is an affordable turn-key quoting and proposal solution with over 84,000 Users in 101 countries. What sets QuoteWerks apart is its 55+ integrations with CRM (such as ACT!, Autotask, ConnectWise, salesforce, MS CRM, Outlook and more), Accounting (QuickBooks and Sage 50), Distributors (Ingram Micro, Tech Data, Synnex, and more), FedEx/UPS, Leasing, Sales Tax, Dell, Cisco, HP, CDW, and more.
- Automatisierte Angebotserstellung
- Kundenspezifisches Branding
- Automatische Formatierung
- Elektronische Unterschrift
- Angebote / Schätzungen
- Elektronischer Handel
- Geführter Verkauf
- Self-Service Portal
- Abrechnung & Rechnungsstellung
- Überwachung ferngesteuerter Systeme
Die hilfreichsten Reviews für QuoteWerks
Bewertet am 5.12.2017
Fantastic tool for building and managing your sales opportunities and quotes.
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.
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.
Bewertet am 24.8.2018
We ♥ QW!
Kommentare: We use QW for all sales quotes that are generated in our office. Prior to QW, quote writing was done in MS Office. The implementation dramatically reduced time writing quotes and errors. The ACT/Sage/edi integration completely eliminated duplicate data entry. The software is very easy to keep up to date, which was also kind of a 'sketchy' set of tasks prior to QW. The QW tech support people are top knotch professionals. During our implementation they were EXTREMELY supportive and wanted to ensure that we were self sufficient. After 2 years, we don't call them much (I am sure they miss us), but when they do that are terrific.
Vorteile: Integration with our CRM (ACT) and our accounting S/W (Sage) was a major selling point. We also export .xml files and import them into warehouse management system via edi. Ease of use was also very important to our purchase decision. QW was also recommended to us by our ACT consultant who was familiar with our business. The online QW demo and videos were great at showing the ease of use of the product too.
Nachteile: The reporting function is not great. We invested in MasterMine for QW. Since we made the MasterMine investment, we are able use the data out in QW to a much fuller extent for business planning and decision making. .