Pros from reviewers

• Improved quoting process: Quotewerks offers visibility of quotes and online sync resources that greatly enhance the quoting process, making it an essential tool for sales operations

• Real-time tracking: One standout feature is its ability to track when a customer views a quote, providing valuable insights into customer engagement

• Streamlined sales pipeline: Quotewerks streamlines the sales pipeline by generating, delivering, and monitoring customer interactions in real-time, making it user-friendly for pricing and discounting products

• Efficient calculations: Quotewerks enables quick and detailed calculations, making it an effective tool for online product quoting and adjusting various factors on job sheets

• Effective margin management: Quotewerks simplifies pricing, cost calculations, and service configuration, making it incredibly helpful in managing margins for products and services.

Cons from reviewers

• Outdated user interface: Several users have noted that the user interface of QuoteWerks is somewhat outdated and occasionally difficult to comprehend, which can hinder the overall user experience

• Challenges in designing print/pdf layout: Designing your own print/pdf layout in QuoteWerks can be a bit challenging, which can be a drawback for users who want to customize their quotes

• Lack of intuitiveness and customization: The interface of QuoteWerks often lacks intuitiveness, and certain screens, field sizes, and templates aren't easily customizable. This can be a hindrance for users who want to tailor the software to their specific needs.

• Limited development with ACT! CRM: Some users have expressed concerns about the limited development of QuoteWerks with ACT! CRM, which is only contact-oriented and has data link limitations

• Limited flexibility in item selection: For some lines of work, the current template's predetermined selection in QuoteWerks does not meet the diverse demands of the job, requiring more flexibility in item selection