15 anos ajudando empresas brasileiras
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Conheça QuoteWerks

O QuoteWerks é uma solução acessível de cotação e proposta pronta para uso, com mais de 86 mil usuários em 101 países. O que diferencia o QuoteWerks são suas mais de 55 integrações com CRM (como ACT!, Autotask, ConnectWise, salesforce, MS CRM, Outlook e mais), contabilidade (QuickBooks e Sage 50), distribuidores (Ingram Micro, Tech Data, Synnex e mais), FedEx/UPS, leasing, imposto sobre vendas, Dell, Cisco, HP, CDW e muito mais.

Quem usa QuoteWerks?

O QuoteWerks é usado por empresas de todos os tamanhos que buscam otimizar o processo atual de cotação de vendas para fornecer aos clientes cotações e propostas de vendas detalhadas e profissionais.

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As barras de classificação verdes mostram o produto vencedor com base na nota média e no número de avaliações.

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Avaliações do QuoteWerks

Pontuação média

Geral
4,6
Praticidade
4,5
Atendimento ao cliente
4,6
Recursos
4,6
Relação qualidade/preço
4,6

Avaliações por tamanho de empresa (funcionários)

  • <50
  • 51-200
  • 201-1.000
  • >1.001

Encontre avaliações segundo pontuações

5
68%
4
26%
3
4%
2
2%
Ruth
Ruth
Budget Analyst, EUA
Usuário do LinkedIn Verificado
Automotivo, 10.000+ funcionários
Usou o software para: Mais de um ano
Fonte da avaliação

QuoteWerks Works Magic When It Comes to Pricing and Quoting

5,0 há 7 meses

Comentários: Nothing can hinder me from using QuoteWerks because it has been giving us incredible experiences.

Vantagens:

QuoteWerks facilitates effective quoting and pricing. I like QuoteWerks because I can easily understand all its features.

Desvantagens:

It doesn't take any skills to understand all the features of QuoteWerks. I find them so effective.

Collins
Sales Associate, Quênia
Hotelaria, 51–200 funcionários
Usou o software para: 6 a 12 meses
Fonte da avaliação

Quotewerks works like wow!

5,0 há 7 meses

Comentários: In my line of work am constantly looking to pitch and close deals, so i use it a lot in creating quotes and proposals. It werks perfectly for me in terms of business development.

Vantagens:

For starters, it is easy to deploy, it integrates with many relevant platforms, comes with exceptional phone support. It has a built-in contact base that makes prospects access super easy. Most importantly, its specially built for creating quotes and proposals!

Desvantagens:

Subscription is a bit costly, but hey, sometimes one uas got to pay for superior service. For me, the overall advantages it brings far outweigh cost implications.

Norm
Business Development, EUA
Construção, 11–50 funcionários
Usou o software para: Mais de dois anos
Fonte da avaliação

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

2,0 há 6 anos

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

Vantagens:

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.

Desvantagens:

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.

Resposta do Aspire Technologies

há 2 anos

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!

Mark
Renewable Energy Projects Manager, Quênia
Energias renováveis e meio ambiente, 11–50 funcionários
Usou o software para: Mais de um ano
Fonte da avaliação

Quotewerks has been Empowering Business Works!

4,0 há 7 meses

Comentários: Its made quoting and pitching for business a breeze thanks to its easy implementation and use. Its actually an empowering tool in the sense that it gives you the ammunition to hunt for business and development

Vantagens:

Has lots going for it. Easy implementation, outstanding phone support, dynamic integration range. I like how it's able to project real-time pricing. Does well in creating quotes and proposals in a manner that's straightforward and easy to understand.

Desvantagens:

I feel it should improve on quality of end user training. Subscription costs as well. But that's about it.

Kelsey
Creative Lead - Digital Marketing, EUA
Seguros, 11–50 funcionários
Usou o software para: Mais de dois anos
Fonte da avaliação

QuoteWerks: Sales Quoting Program

5,0 há 10 meses

Comentários: It has improved the entire process of sales pipeline by making it easy and rapid to create and track customer interactions.

Vantagens:

I give double thumbs up to the fact that QuoteWerks automates the entire process of Quote-to-Cash and sales CPQ.

Desvantagens:

It demands a lot of integration mainly with accounting and CRM programs, which is a bit time consuming and tedious.

Resposta do Aspire Technologies

há 10 meses

Thank you for taking the time to provide the review!