Learn why QuoteWerks is the Market Leader
Overwhelmed with choices?
We understand. There's so many options for quoting and proposal tools that it's hard to know which one is right for you. We're here to make that decision easier.
QuoteWerks has been developed and refined for over 26 years and is used by over 86,000 users worldwide.
Companies initially consider QuoteWerks based on our reputation, affordability, turn key implementation, our detailed and flexible output, and our 55+ integrations including CRM/PSA integrations, Accounting integrations, and real-time/product content functionality.
Customers continue to love us because of the accessibility of our staff, legendary phone support, the high levels of customizations that they can create, the resources we provide them with, and the level of support they receive.
QuoteWerks is used by companies in almost every industry and by companies of all sizes.
Do the math, many apps express pricing as monthly but charge you for 12 months at a time. We offer monthly (cancel at any time) pricing. We don't require commitments, some quoting tools require you to commit to a 2 or 3 year monthly contract. We also have options for the upfront one-time purchase of our product so you do not have to pay us forever to use our software.
Real, genuine, helpful people you can speak with on the phone. Customers love us because the accessibility of our staff.
Many quoting/proposal tools don't even list a phone number on their website to contact them for anything. When you're in the middle of your day and encounter some kind of problem, it is just unacceptable to have to send an email for support and just wait indefinitely for help that may never come. If you like to learn on your own, we have a detailed help file and over 144 videos.
Advanced Printing - Quote/Proposal Output
Creating Purchase Orders and receiving against them
A Ferrari and a VW Bug are both cars. They can both claim to be cars and they both have the basic elements required to be a car, however the robustness of their elements are wildly different. The same concept applies to quoting and proposal software. You can create basic quotes in Excel and QuickBooks, but they are very basic. Many quoting tools are basic and do little more than what Excel or QuickBooks already does. QuoteWerks is the market leader because it provides many advanced solutions in a turn-key package.
Web vs Desktop
Both have their merits, and the best choice for you depends on your needs and priorities. Some features and integrations simply are not available in quoting/proposing tools that ONLY have a web based product. QuoteWerks has both a web based and desktop based product.
It really comes down to your needs, if you use a desktop based CRM or Accounting Solution, then a web based quoting app is not an option.
Still not sure if QuoteWerks is right for you? Visit our reviews page to see what others are saying about QuoteWerks or give us a call at 407-248-1481 ext. 2 to speak with one of our product specialists.
Tips for selecting quoting/proposal/cpq software
If you search the web for "best quoting software", "proposal software", or "CPQ software" you will see many results, and at first, it looks like all the solutions are similar, but there are some key areas where they are very different.
The fact that these companies advertise their products as "quoting software" and "proposal software" makes the whole process of a selecting the right software for your company very difficult. Below we've listed some core capabilities that separate the various solutions, so that you can use them as a basic to choose the right solution for your company.
Is it really quoting/proposal/cpq software?
Make sure that you can customize the format of your quotes/proposals)
Some quoting software has pre-defined quote templates that you cannot customize at all. Others allow you the limited ability to modify some of the aspects of the quote format like changing your company logo. Some proposal solutions require that you pay them to make changes to the look of your proposal template. Some solutions have a really complicated form designer that requires that you know a programming language just to make small changes. Some quoting software allows you complete and comprehensive control over the look of the quote using a simple designer, including the ability to create formulas that calculating things like monthly leasing figures, and more.
Does it integrate with the contact management system you use?
Closely examine the advertised contact management integration features to make sure that they meet your needs. For some quoting software packages, the extent of their integration may only be to retrieve the contact name and address information from a contact record in the contact management software. While other quoting software will do more like writing back forecasted sales/sales opportunities, schedule follow up calls, etc in your contact management software.
Does it integrate with any accounting software?
If your quoting software does not integrate with your accounting software, you will have to print out these orders, and then have the accounting department re-type the orders into the accounting software which is time consuming and error prone.
How important are products to you? Do you need bundle and configurator capabilities?
For example, if you select a 19 inch car tire rim, the next step in the Configurator would only show you 19 tires that would fit on the 19 rim that you selected. Configurators are extremely useful for making sure that all the correct items are included in a quote, and they make your sales force highly efficient and reduce sales rep errors. Only a few solutions include a Configurator.
Can you import your products or retrieve real-time prices from your vendors?
It is very important to have access to real-time pricing and availability information so that you have all the tools you need to get product to your customer fast and as low priced as possible. Having access to real-time pricing gives you the ability to deliver last minute price savings to your customer. Having access to real-time availability gives you the company the ability to know if the product will ship today, or if it will be backordered. Since a backordered product cannot be shipped to a customer, knowing that a product is backordered before placing an order will give you the tools you need to make a good purchasing decision.
Would Peer Review and Approvals be a benefit to your company?
Do you need security features?
You may also want to limit who can view, modify, or delete each users' quotes. You may want to limit who can modify products in your product lists, who can modify your quote format, etc. Make sure to find out if the quoting software has any security features, and find out exactly how those security features work. Some quoting software packages have no security features at all, some have limited security features, and some have a comprehensive suite of security features.
Do you need reporting capabilities?
Since you will be using the quoting software to store all your product information, and all of your quoting and ordering information, you need to be able to retrieve useful reports using all this information.
Some quoting software does not include any ability to create or run management reports. The inclusion of reporting features is an indicator of a mature and complete quoting software package. Some quoting software has pre-defined report templates that you cannot customize at all.
Some quoting software requires a third party solution to run reports. Some quoting software allows you complete and comprehensive control so that you can create reports to filter on whatever information you would like, and you can also customize the look of the report including the ability to create formulas that calculating things like monthly leasing figures, and more.
You are looking for a proposal solution, you might be interested in automating the ordering too
Ok, you think you've found the solution for you. Can you get a trial?
Last step: pricing, setup costs, and requirements?
Technical support (usually an after thought, but is really important)
Many quoting/proposal solutions don't even list a phone number on their website to contact them for anything. When you're in the middle of your work day and encounter some kind of show stopper problem, it is just unacceptable to have to send an email for support and just wait indefinitely for help that may never come. Some solutions list a support phone number, but purposely never answer, so you always have to leave a voice mail with the recording that they will call you back in 24 hours.
Phone support for technical issues, especially for complicated issues, is so important because often an issue requires a real-time back and forth conversation to quickly resolve an issue. Sending an email, waiting hours, just to get an email back with questions for you...the cycle just goes on an one. It is a real drain on your time and is very frustrating. If phone support is important to you, this is something you should ask about.
If phone support is not available, find out what their stated support methods are, like email support, or ticket support. Find out what their guaranteed response time is. Is it 24 hours later?