¿Quién utiliza este 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.

Valoración media

69 reseñas
  • En general 4.5 / 5
  • Facilidad de uso 4 / 5
  • Atención al cliente 4.5 / 5
  • Características 4 / 5
  • Relación calidad-precio 4.5 / 5

Detalles del producto

  • Precio de partida $199/una vez
  • Versión gratuita No
  • Prueba gratis Sí, consigue una prueba gratuita
  • Implementación En la nube, SaaS, web
    Instalado: Windows
  • Formación En directo en línea
    Seminarios web
    Documentación
  • Asistencia Horas laborables
    En línea

Datos del proveedor

  • Aspire Technologies
  • http://www.quotewerks.com
  • Fundada en 1993

Sobre nosotros QuoteWerks

QuoteWerks is an affordable turn-key quoting and proposal solution with over 82,000 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.

Funciones de QuoteWerks

  • Automated Quoting
  • Configurador de productos
  • Creación de marca personalizable
  • Gestión de catálogos
  • Gestión de contactos
  • Gestión de descuentos
  • Gestión de precios
  • Portal de clientes
  • Acceso remoto
  • Asistencia técnica
  • CRM
  • Chat en vivo
  • Facturación
  • Gestión de copias de seguridad
  • Gestión de parches
  • Gestión de problemas
  • Gestión de proyectos
  • Panel de comunicaciones
  • Programación
  • Supervisión de sistemas remotos
  • Comercio electrónico
  • Configurador de productos
  • Dibujo 2D
  • Flujo de trabajo de aprobación
  • Generación de propuestas
  • Gestión de renovaciones
  • Modelado 3D
  • Portal de autoservicio
  • Presupuestos y estimaciones
  • Venta guiada
  • Biblioteca de conocimientos
  • Colaboración
  • Control de versiones
  • Firma electrónica
  • Formateado automático
  • Gestión RFP
  • Gestión de calendarios
  • Gestión de contactos
  • Gestión de documentos
  • Gestión de requisitos
  • Gestión de revisiones
  • Gestión de tareas
  • Gestión del pipeline
  • Modelos
  • Repositorio de contenidos

Las reseñas más útiles sobre QuoteWerks

Quotewerks does exactly what the name describes... makes quotes.

Traducir con Google Revisado el 8/3/2018
Norm B.
Business Development
Construcción, 13-50 empleados
Ha utilizado el software durante: Más de dos años
Fuente del revisor 
Fuente asdf
2/5
En general
4 / 5
Facilidad de uso
1 / 5
Características y funcionalidad
3 / 5
Asistencia al cliente
2 / 5
Relación calidad-precio
Probabilidad de recomendar el producto:
Poco probable Muy probablemente

Comentarios: It makes quotes and sends quotes to customers. Offers the ability to make revisions to quotes and keep the originals.

Puntos a favor: 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.

Puntos en contra: 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.

Fantastic tool for building and managing your sales opportunities and quotes.

Traducir con Google Revisado el 5/12/2017
Garry A.
Vice President
13-50 empleados
Ha utilizado el software durante: Más de dos años
Fuente del revisor 
Fuente asdf
5/5
En general
4 / 5
Facilidad de uso
4 / 5
Características y funcionalidad
5 / 5
Asistencia al cliente
5 / 5
Relación calidad-precio
Probabilidad de recomendar el producto:
Poco probable Muy probablemente

Comentarios: 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.

Puntos a favor: 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.

Puntos en contra: 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.

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