QuoteWerks
By QuoteWerks
- Create Quotes
- Orders
- Invoices
- Purchase Orders (Simple)
- Unlimited Product Databases
- Bundles and Configurator
- Reporting
- Peer Review and Approval Process
- Built-in Contact Database and Outlook Integration
- Create Quotes
- Orders
- Invoices
- Purchase Orders (Simple)
- Unlimited Product Databases
- Bundles and Configurator
- Reporting
- Peer Review and Approval Process
- Built-in Contact Database and Outlook Integration
- Includes the features of Standard plan
- plus
- QuickBooks Desktop Integration
- Sage 50 US / Peachtree Integration
- Opportunities Dashboard
- Link to External Product Databases
- Quote Synchronization
- Standard CRM Integrations (Act!
- GoldMine
- Google Contacts
- Maximizer Desktop
- salesforce.com
- SugarCRM
- Zoho CRM)
- Includes the features of Standard plan
- plus
- QuickBooks Desktop Integration
- Sage 50 US / Peachtree Integration
- Opportunities Dashboard
- Link to External Product Databases
- Quote Synchronization
- S
- Includes the features of Professional plan
- plus
- MS SQL Backend Capable
- PSA Integrations (Autotask
- ConnectWise
- and Kaseya BMS)
- Advanced CRM Integrations ( ACT! for Web
- MS Dynamics CRM )
- Product Database Synchronization*
- Purchase Orders and Procurement
- Scripting
- Includes the features of Professional plan
- plus
- MS SQL Backend Capable
- PSA Integrations (Autotask
- ConnectWise
- and Kaseya BMS)
- Advanced CRM Integrations ( ACT! for Web
- MS Dynamics CRM )
- Product Database Synchronization*
- Purchase Ord
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has potential, but I've used Quotewerks for at least 5 - 6 years and the one problem I experience the most is an outdated form editor.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 no...
Cannot sync live, products and prices. Inventory sync with Quick Books cannot get to work. Tech support poor. Looking for other programs....
There are many things you need to work on, like the template on quote valet. I work in a field that needs to be more flexible when it comes to item selection. The template sets a predetermined selection that I personally can not use for the demand of verity...
Programme good and versatile but the "Help" information is appallingly bad. One enters simple queries and it produces completely random and irrelevant answers.
I wish a double-click would only select an item. Sometimes it opens a dialog box. Inconsistent with itself and the Windows GUI.
QuoteWerks offers 3 pricing plan(s):
- Standard Edition — USD15.00 /User/Month
- Professional Edition — USD20.00 /User/Month
- Corporate Edition — USD29.00 /User/Month
QuoteWerks does not currently offer a free trial.
QuoteWerks provides Online (Ticket) support.
QuoteWerks is Cloud Hosted software.
QuoteWerks provides Help Guides,Video Guides,Blogs for training.
