Overall Satisfaction with QuoteWerks
Pros
- Create quotes.
- Have multiple templates for quotes/proposals - this is good as you may want to include different information depending on product lines quoted, but at the same time make sure the same information is included everytime you quote the same thing.
- Enforcing rules on who can edit quotes so you don't have to worry about people making changes to someone else's quotes.
Cons
- For the last year everytime ConnectWise updates we have issues with the saving/link between ConnectWise and quotewerks.
- Error messages while saving & tech support takes a while to fix.
- It eliminated the need to re-enter the same information in multiple systems that we had before we had QuoteWerks and ConnectWise.
QuoteWerks Feature Ratings
Using QuoteWerks
- quotes for sales
- proposals for projects
- contracts for certain services
- contract paperwork - to keep formating consistent
- customer ordering
Evaluating QuoteWerks and Competitors
- Price
- Product Features
- Product Usability
- Existing Relationship with the Vendor
Comments
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