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QuoteWerks

A sales quoting and proposal solution whose integration to ConnectWise Manage allows you to leverage Contacts and Products, create and update Opportunities, and more.

QuoteWerks integrates with ConnectWise Manage, retrieves real-time product content and prices from your distributors, places online orders, retrieves order status including tracking and serial numbers, and integrates with your accounting software to facilitate a seamless sales process from start to finish. Our QuoteValet subscription, extends this capability to the cloud enabling you to approve quotes on your mobile devices, know every time your customer views the quote, selects options, has questions, and when they electronically sign and make payment. It even sends you a text message alerting you when high value quotes close.

Features and Benefits:

The QuoteWerks ConnectWise Manage integration includes:

  • Leveraging your ConnectWise Manage Contacts and Products in QuoteWerks
  • Creating/Updating Sales Opportunities in ConnectWise Manage
  • You can attach multiple quotes to the same ConnectWise Manage opportunity. Really critical for phased jobs.
  • Include product/service line item detail in the ConnectWise Manage Opportunity
  • Recurring revenue flows seamlessly from QuoteWerks into the ConnectWise Manage Opportunity
  • QuoteWerks Creates/Updates Completed Opportunity Forecasts in ConnectWise Manage.
  • Creating Attachments in ConnectWise Manage, including proposal PDFs.
  • Create one-off service tickets related to the quote for doing site surveys, pricing research, etc, and then when converting to an order, have options to create a separate service ticket for each hardware item, or labor item.
  • QuoteValet Mobile offering included with QuoteValet quote delivery and acceptance vehicle - no extra fees. Also over 80 payment gateways supported including QuickBooks Merchant Services, Google Checkout and PayPal.
  • Create online order forms in minutes with the QuoteValet Shopping Cart. Use them to automate customer re-orders or receive paid orders from a promotional email blast.
  • Procurement Tracking. Our complete Distributor Integration retrieves your pricing & availability, places electronic orders and tracks your shipments, serial numbers, & receiving.

Currently this vendor is not Certified under ConnectWise Invent.  Please reach out directly to the vendor for integration implementation and/or support.  

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Existing reviews
Jeff Ghaffari, EPOSSIBLE
Sales and Post Sales process has been very professional and great people to work with. Individualized attention and genuine care.

Features are great. Wish I had bought it a few years ago. Makes life a lot easier.
Date: 12/12/2016 12:38 PM
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Brian Gregory, Network Innovations, Inc.
I've been using QuoteWerks for several years and can't imagine living without it.  Quotevalet makes life easy!
Date: 9/24/2015 3:48 PM
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Rochelle Coulombe, Blueshift Computer Technology Inc.
QuoteWerks has helped our company sell product and make money in countless ways.  It is so easy to use and the Quotes look great. They always come so professional and even with photos for the clients.
Date: 8/18/2015 3:04 PM
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Nathan Archer, A & H Technology Group
I love QuoteWerks and now that I have it integrated within ConnectWise,  I love it even more. Now I feel like a foutune 1000 company providing a great experience for my potential customers and client.

The integration was easy and user friendly. I love my combined power that the combined solution has afforded me.
Date: 8/17/2015 2:46 PM
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Ash Batman, Halo Managed Technology Solutions
We have just recently switched to Quotewerks from Quosal. The difference is night and day. Comparing ease of use, easy to setup, and being much more cost effective i don't think there is a comparison. The biggest plus is the support. Quosal support is awful at best and the software itself is extremely buggy and takes a long time to load any action you make. The speed and excellent compatibility with Connectwise really makes Quotewerks stand out and the rich beautiful quote templates top it off. Its also much easier to make quote templates in Quotewerks. I can't wait to learn more features and even more efficient ways to  get the job done!
Date: 8/14/2015 11:35 AM
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Doug Miller, Treysta LLC
QuoteWerks is very easy to use with outstanding results. Support for the product is second to none. Seamless integration with Connectwise.
Date: 8/14/2015 7:19 AM
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Sean Harris, Sean Harris, A Leap Ahead IT
Fantastic product and the price cant be beat. We looked very closely at a couple similar products and for our company this seems to be the best. Setup and implementation was quick and easy and we are now using this daily with automatic feeds from our distributor and leasing company
Date: 8/13/2015 6:00 PM
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Juan Trevino, Techs In Suits
Simply put, Quotewerks helps us make money.

There are other products that do similar things, and to be honest, there is a lot of overlap of features. To that end, most will accomplish the task of getting a quote out to the customer.

Cost is another factor, but compared to the overall cost of labor, it is not that much different.

To us, the key is support. If we have a problem or not sure how to do something, being able to get someone on the phone right away is very important to us and Quotewerks delivers on their support service.

Date: 8/13/2015 3:16 PM
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Gary Meszaros, Global On-Line Computers, Inc.
QuoteWerks is the best thing since sliced bread.  We have been using QuoteWerks since 2006 and just love it.  we have tried some others in the meantime just to see how they compare and we can’t find any other software that can do what QuoteWerks does.  The features are rich, the support is fantastic and product is rock solid.  Its one of the few products I will actually write a comment about, it’s that good.
Date: 8/13/2015 2:55 PM
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Stuart Bryan, I-M Technology, LLC
QuoteWerks integrates into the tools we use, ConnectWise and Connectbooster, as well as enables us to easily get vendor pricing and quotes into the proposals we write. This integration makes the process of preparing proposals significantly easier. Clients like the format of the proposals, the online access through QuoteValet and the ease of payment.
Their tech support is excellent and responsive.
Can't recommend them highly enough.
Date: 8/13/2015 2:41 PM
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Joseph Aiello, Advanced Network Solutions Inc
We have worked with the QuoteWerks team since 1998 and they revolutionized the IT Integrator market back then with a quick, easy to use solution unlike any other available at the time.

Today, they continue that tradition with frequent updates and improvements to the system enabling us to price things faster, better and get our customers to sign off quicker.

The program performs well and support is outstanding and quick.  

Bottom line, this is the kind of long-term relationships we look for in Partners.
Date: 8/13/2015 2:22 PM
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Samantha Zolnosky, Network Guys
I have been using QuoteWerks for about a year now and I have had the best experience! I have been able to use QuoteWerks to help with my company's order and quoting processes and well as our efficiency and profitability. This tool has been great for our company and its overall productivity. I have also been very impressed with QuoteWerks customer service! They have very fast response times and their representatives really know their stuff! Whenever I have a problem or question, it has always been answered or solved the same day! I could not ask for better response time than that! :)
Date: 8/13/2015 2:02 PM
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Joe Brachle, CSi Networks
We have used QuotWerks since 2000. We tried many things prior. We STILL love QuoteWerks. We had the opportunity to try other along the way, and have, but QW still outshines the competition.

I recommend them to anyone who sells, has to keep track of sales and thinks accurate, quick and profitable sales are an important part of business!

Add QuoteValet, and speed up your sales cycle even more!

Oh yeah, their people are fabulous to work with.

Joe Brachle
CSi Networks
Sarasota, FL
Date: 8/13/2015 1:48 PM
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Chris Davis, Polarverse
Quotewerks gives us a very professional look and automates and integrates very well with our systems.  The quote valet tool has been a Godsend to processing orders and receiving payments with the least amount of work/effort!
Date: 8/13/2015 1:46 PM
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EDWARD GUTMAN, GOLDEN OAK TECHNOLOGIES
Quotewerks has really cut the time I spend wrting and following up on quotes.  The live data feeds from my distributors and ability to search my ConnectWise products have reduced the amount of work involved in putting a quote together.  Once the quote has been accepted, the items flow into the sales order or service ticket and my invoicing is easier too.  Highly recommend this addition.
Date: 8/13/2015 1:43 PM
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Joe Brachle, CSi Networks
We have used QuotWerks since 2000. We tried many things prior. We STILL love QuoteWerks. We had the opportunity to try other along the way, and have, but QW still outshines the competition.

I recommend them to anyone who sells, has to keep track of sales and thinks accurate, quick and profitable sales are an important part of business!

Add QuoteValet, and speed up your sales cycle even more!

Oh yeah, their people are fabulous to work with.

Joe Brachle
CSi Networks
Sarasota, FL
Date: 8/13/2015 1:41 PM
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Joe Brachle, CSi Networks
We have used QuotWerks since 2000. We tried many things prior. We STILL love QuoteWerks. We had the opportunity to try other along the way, and have, but QW still outshines the competition.

I recommend them to anyone who sells, has to keep track of sales and thinks accurate, quick and profitable sales are an important part of business!

Add QuoteValet, and speed up your sales cycle even more!

Oh yeah, their people are fabulous to work with.

Joe Brachle
CSi Networks
Sarasota, FL
Date: 8/13/2015 1:40 PM
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Greg Hall, Keystone Management Systems, Inc.
I have used many tools over the years in my business.  One of the most useful is QuoteWerks.  An interesting sidebar, is that I have not even logged into Excel in over a year now, which is one tool I used for over 20 years.
I do not fully use all of QW features but the integration with ConnectWise is something I  use everyday.  I would and have recommend this software to any ConnectWise users out there.
Date: 8/13/2015 1:38 PM
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Troy Rhodebeck, Revolution Group, Inc.
I've been using Quotewerks now for 2 years.  The product is easy to use and very customizable.  I rarely have to use the support team, but when needed, they are easily reached and helpful.
Great job Quotewerks!
Date: 8/13/2015 1:38 PM
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Bryan Morris, Proven Technology Group, Inc
We recently purchased Quotewerks based largely on the recommendations of peers in the industry and the competitive pricing. Because it hasn't yet been fully implemented, I cannot yet fully review the product. I do want to at least call out the surprisingly prompt & competent technical support that has been offered thus far. Thank you Quotewerks for making the sales process & installation so smooth!
Date: 8/13/2015 1:36 PM
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Eric Olmsted, On Line Support, Inc.
We have been using QuoteWerks for about three years and longer than we have been using ConnectWise.  The integration between QuoteWerks and ConnectWise is why we selected ConnectWise when changing out PSA software.  QuoteWerks is easy to use and very customizable.  We are able to get real time pricing from all of our distributors and some of the big box competitors.  QuoteWerks support is very responsive when we need help.  Quote Valet has been instrumental in shortening the time it takes for a customer to approve a quote and it has increased our communication so that when a quote is accepted the billing department knows and can bill the customer instantly.  We depend on QuoteWerks for all of our Quotes and love using it.
Date: 8/13/2015 1:32 PM
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Michael Lovasco, Integrated IT Solutions
QuoteWerks has helped our company sell product and make money in countless ways.  We've done everything from line-item quotes to full project plans and statements of work in QuoteWerks and have had nothing but success.  Highly recommended product!
Date: 8/13/2015 1:32 PM
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Chad Osmond, Compfitness
Quotewerks has been amazing! I actually enjoy quoting now.
We can now search products from Etilize, quote them, and convert to an order.
All products are then created in CW's Products page, and items are added to the ticket.

Purchasing is simple in QW, and automatically creates PO's and even submits to our suppliers.

This directly saves me hours of work. Our clients love the great looking reports, and our staff know where to see the quotes when preforming the work.

QW With Etlize and Connectwise makes the ultimate tool for IT/MSP businesses. Just add your accounting package andyou dont need anything else.
Date: 8/13/2015 1:27 PM
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Alyssa Moore, Triton Technologies
I enjoy using QuoteWerks, but it would great if it would integrate with ConnectWise :)
Date: 8/13/2015 1:26 PM
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Chayney Baltero, Adept Solutions
QuoteWerks has really helped our company unify our Sales quotes.  It has also provided the flexibility to make quotes and proposals our own.  Having the integration into ConnectWise makes sure the quote and invoice match and help minimize errors.  Their support has been very responsive and helpful.  It has also been a great tool for our ordering as well and make sure things are getting ordered and received as they should be.
Date: 8/13/2015 1:24 PM
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Brandi Daloyan, Federico Consulting

We have been using QuoteWerks since 2004 and absolutely love it! The features that you talk about below have been a tremendous asset to us. The integration between QuoteWerks and ConnectWise is flawless, I use the convert to order option on a daily basis as well as the service ticket creation option. These features have really allowed me to free-up some of my time to focus on more important tasks. Also, having everything flow automatically in to ConnectWise has greatly improved our time-to-invoice. The parts are already a part of the service ticket, there’s no second guessing or manual adjusting that has to come later. I just wanted to share my experience with you, thank you for developing such an awesome product!
Date: 5/20/2014 4:34 PM
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Angel Rojas, Datacorps Technology Solutions, Inc.
QuoteWerks was a fantastic addition to our tool set.  After reviewing other tools and looking at implementation process and time to market, QuoteWerks offered the most value for the price.

Their implementation support was fantastic and the product is so intuitive that it can be set up and running within a few hours!
Date: 5/16/2014 8:27 AM
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Joe Oberman, Florida Healthcare IT
Quotewerks has been great for us. The affordable pricing allowed us to get onboard with a professional quoting solution. We really enjoy how quickly we can provide quotes to our clients.
Date: 3/11/2014 5:00 PM
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Jill Menhart, VC3
We had an one hour Proficiency Booster today.  We have been using QuoteWerks for a while, and recently started using ConnectWise.  Our QuoteWerks Tech Support person, Shawn, was great.  He was able to quickly and effectively see how these systems works together and the benefits we will have from using them together.  He was great to work with and the use of these two systems will make us much more efficient.
Date: 3/6/2014 4:05 PM
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Harish Sundaram, OnlyLink
Quotewerks is a professional software with which we can create quotes easily and effectively.We have multiple options like group items in the quotewerks and we have online quote storage named quotevalet.Using quotewerks, we can prepare quote, product details,updating ship to and sold to information.update sales tax. Quotewerkscan be integrated with MS-CRM, quick books, connectwise, etc. Improved vendor management is another key benefit.When meeting with our vendors, we can have a much more meaningful discussion on issues.“We can also review activities each salesperson has for that particular vendor along with open opportunities and lost quotes.Quotewerks helps us build new business when they use more of the system’s marketing functionality.
Quotes can be built using products and services selected from external product data source databases such as D&H, Ingram Micro, SYNNES, Tech Data, Sage, Peachtree, QuickBooks, ConnectWise and salesforce.com.
QuoteWerks allows users to see cost and availability of products from multiple vendors and select the items accordingly.
QuoteWerks approval requirements feature allows sales reps to obtain quote approval before they can print, email the customer or upload to QuoteValet.
This can be used to ensure such things as that sales are not accepted below agreed profit margins. It assists in reducing the possibility of errors within quotes by allowing senior members to review and authorise before it is in the customer’s hands.
Date: 3/4/2014 11:57 AM
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Chad Kempt, Fast Computers
QuoteWerks is one of those products that has no competition.  Over and over again we win bids because of the speed and efficiency QuoteWerks and the integration with ConnectWise provide.
Date: 2/28/2014 5:09 PM
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Kevin Nincehelser, Premier One Data Systems
After thoroughly testing both Quosal and Quotewerks, we chose Quotewerks. The licensing policy is excellent, the program is extremely user-friendly, and QuoteValet brings our quotes to the next level. Definitely the right decision.
Date: 2/28/2014 7:12 AM
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Roy Pacitto, R.Pacitto, Bryley Systems Inc
QuoteWerks has helped us streamline our quoting process while enhancing our professional image.  We've received many compliments on our proposals since starting to use QuoteWerks.  The technical support has been great and is very responsive.  It does what it is supposed to do, and does it well!
Date: 2/27/2014 7:55 AM
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Tony Richards, Computer Strategies
We installed Quotewerks soon after we installed Connectwise several years ago. It is a pleasure to use and has had very few errors. The minor ones we have found have been resolved incredibly quickly. Good looking quotes, produced very quickly has significantly increased our productivity. We have been using Etilize for over a year and that too has increased the professionalism and our effectiveness. Quotewerks are a fine company to work with.
Date: 2/19/2014 3:54 AM
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James Martino, iProv
I love QW. It has helped me cut my estimation time in HALF!
Date: 2/18/2014 11:42 PM
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Aldan Berrie, Superior Solutions
Quotewerks has delivered on all of our needs for proposal and quote delivery. We have been able to cut the time involved from prospect quoting to client and sales by more than two thirds leaving more time to address other challenges.
Date: 2/18/2014 5:35 PM
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Andrew Schwarz, Cabling Solutions, Inc.
I have be very please with the decision to integrate QuoteWerks into our business.  Using Quotewerks in conjunction with Connectwise has increased the ease of quoting and speed up the quoting to job delivery process dramatically.  I would highly recommend QuoteWerks.

Andrew Schwarz
VP.
Date: 2/18/2014 3:59 PM
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Ed McIver, Carroll Computer Connection
I have found Quotewerks to to be a very well supported and easy to use software package. It connected easily with our vendors and Connectwise.

We send out professional looking quotes in minutes. The quotes are recorded in CW and we always have a complete record of what was quoted and when. It is an essential piece of software and I strongly recommend it to anyone
Date: 2/18/2014 3:50 PM
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Mitch Weller, Info Advantage, Inc.
Absolutely love QuoteWerks, fantastic product from the get go, and when ever we have needed support, we have found it exceptional and beyond the norm in response time and personalization.  Can't say enough good things about QW.
Date: 2/18/2014 3:39 PM
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Dan (Clay) Archer, DentalPC
We have been using QuoteWerks since we converted to Connectwise 4 years ago.  We looked at the competition and we thought that CW was doing a better job of development at a lower cost.  Our decision has proven to be the right one.  In my peer group (HTG) our members constantly talk about how expensive the alternative quoting system is and how little they get for what they are paying.  When we add salespeople to QW it is a fair licensing price and our monthly fee does not change.  Additionally the development of Quoteoworks Web, Quote Valet and Etlize have really streamlined our quoting system.  Every IT Nation Arnie talks about the competition and I look at both to see what is going on.  QW still stands tall as the best quoting system for CW available, and it is much, much less expensive.
Date: 2/18/2014 3:25 PM
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Mike Shackelford, Nomad Technology Group
We used Quosal for over a year and never got it to work properly. We spent Over $5000 for consultation with them and still did not get it to work. We started using Quote Werks and in a week everyone was trained and we were up and going. And most importantly it works, but when we have questions we can talk to a real live person!
Date: 2/18/2014 3:22 PM
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Tony Underwood, Cambium Data Inc.
We have been using Quotewerks for over three years and couldn't be happier.
They offer great support and are always adding new features.  Then when you throw in the price point there really is no reason to look anywhere else.
Date: 2/18/2014 3:19 PM
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Marc Hiller, Lincoln Computer Services
We have been using QuoteWerks for several years now and the seamless integration with ConnectWise allows our sales team to create opportunities flawlessly, timely and accurately. The support is really excellent, every time I call I speak with a support engineer and I have never hung up without my issue being resolved.
Date: 2/12/2014 10:36 AM
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Nick Harris, Diversified Technical Solution
We just started using QuoteWerks so I have not even begun to use QuoteWerks to it's potential But it is already making my life easier by saving me time and making the quoting process so much more organized. The support has been great! I truly enjoy doing business with a company that puts customer service first.
Date: 2/4/2014 2:24 PM
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Eric Williams, Northstar Technology Services LLC
Quoteworks is probably the best add on to CW hands down.  At least it is the one that directly generates profits.  The Etilize service is fantastic as well.  Highly recommend.
Date: 2/3/2014 9:33 AM
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Rob Lloyd, TechNet Computing LLC
This is a great product for quoting. Make it so easy to present a great proposal to a customer.
It saves me many hours looking up parts/pricing/availability amongst distributors. That alone made the purchase price worth it.

Once a quote is approved you can order right through QuoteWerks and get serial numbers, tracking info etc once it's shipped.

Well worth the cost and very low yearly pricing.
It's great to see instantly what the profits will be on any quote.
Date: 2/3/2014 9:26 AM
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Chuck Brown, Infinity, Inc.
We've been QuoteWerks users for seven years.  We've found the company to be very responsive to any issues we have.  It's not perfect, no product is, but it's served us well during that time.  We have looked at the popular alternatives out there, even purchased thinking that something officially supported by ConnectWise would be better.  We were wrong.  Our productivity with QW is head and shoulders above the competition.  We sell a good bit of product, and have a very high conversion rate for quotes, and nothing we've seen beats QuoteWerks!
Date: 2/3/2014 9:12 AM
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Juan Mack, Matrix Integration
We have been using QuoteWerks for many years now, even before ConnectWise. We love the easy to use interface and features like QuoteValet and the Etilize integration. Their support is outstanding.
Date: 12/13/2013 12:34 PM
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Lee Baxter, Modern Networks
Great tool for quoting allowing to pull products straight down from the suppliers without having to enter them in manually.  Custom in house product set-up and then the ability to post to online portal for review and see if the customer has read it and how many times they have read it.  Integrates well with Connectwise updating the opportunities and sending out notifications at every step.  Good product all round, Does not even need a server to run, if you have SQL server already and a file share then that's all that is needed!
Date: 12/12/2013 2:42 AM
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Mike Klapheke, Cedar Path Solutions Group
I find QuoteWerks a bit difficult to setup and maintain, but overall I'm happy with it.  You really have to dedicate a lot of time to set it up properly, which is difficult for a small business like mine.  However, it integrates well with ConnectWise and I like having each sales member product consistent results.
Date: 12/6/2013 1:17 PM
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Mike Klapheke, Cedar Path Solutions Group
I find QuoteWerks a bit difficult to setup and maintain, but overall I'm happy with it.  You really have to dedicate a lot of time to set it up properly, which is difficult for a small business like mine.  However, it integrates well with ConnectWise and I like having each sales member product consistent results.
Date: 12/6/2013 1:16 PM
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Michelle Moreno, Zumasys Inc
Our team loves working with QuoteWerks! We went from using excel to QuoteWerks, a tool that allows our sales team to be more agile when it comes to quoting our customers.
The integration with Connecwise was a key component for us to choosing QW. We love the fact we are streamlining orders to opportunities to projects. This is such a great function.
Another great reason we went with QW is the support team, they are great to work with and always answer the phone.
Love this product  and their team!
Date: 7/17/2013 6:04 PM
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Chuck Adams, Capstone Works, Inc
Quote Werks has singlehandedly made selling non-recurring revenue easy and VERY profitable. It has paid for itself 1000 times over (not an exageration, but an increase in actual dollars of gross margin on non-recurring product sales since implementing QuoteWerks a year ago)

Quick, Repeatable, Integrated, Process Driven and Profitable - what more do you need - oh yeah - Very Affordable too!

Run don't walk.  You need the extra profit!
Date: 6/19/2013 2:36 PM
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Simon Hedger, Nubix Limited
We've been using Quotewerks for just over a year now and its been invaluable. It has made the delivery of Quotes to our customers a much quicker and much less arduous process. Customers have  clear concise quote that they can accept online. The ability to add or remove optional items often saves us having to do three or four revisions of the same quote. Service is great someone always gets back to us when we have any issues, and Quotewerks seems to have real-world features added regularly. The pricing is reasonable and the product delivers what it promises. Overall its been the best value software product we've ever purchased.
Date: 6/19/2013 2:21 PM
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Chuck Adams, Capstone Works, Inc
Quote Werks has singlehandedly made selling non-recurring revenue easy and VERY profitable. It has paid for itself 1000 times over (not an exageration, but an increase in actual dollars of gross margin on non-recurring product sales since implementing QuoteWerks a year ago)

Quick, Repeatable, Integrated, Process Driven and Profitable - what more do you need - oh yeah - Very Affordable too!

Run don't walk.  You need the extra profit!
Date: 6/19/2013 1:44 PM
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John Jacobson, Gold Rush Technology Pty Ltd
When I went looking for a CRM solution, it had to be one that integrated with QuoteWerks. I went from being a QuoteWerks user and occasional reseller until now QuoteWerks is the biggest part of my business. I love working with the team at Aspire Technologies who are continually improving their product. They listen to their clients and partners and the support is excellent. Highly recommended, and would love to sell it to you too! (Doesn't matter where you are based).
Date: 6/4/2013 11:57 PM
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Matthew Bookspan, Blacktip IT Services LLC
QuoteWerks has become an invaluable part of our business. Our clients love the experience of QuoteValet and how easy it is for them to review the proposal.

We highly recommend the product and the company offers excellent sales and support.
Date: 5/30/2013 10:27 AM
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Larry Schwartz, Midnight Blue Technology Services
We have been using QuoteWerks for about 2 years now.   It is a great product.   We use it for standard quotes and proposal generation.   Very easy to use system and the support if great when we have questions.   We can generate quotes faster than ever and we utilize the QuoteValet system to get clients to accept the quotes faster - more sales with less work sounds like a great deal to me.
Date: 4/18/2013 12:17 PM
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Michael Weyant, Weyant Enterprises
I used to hate doing quotes.  I considered it a chore and was missing out on oppertunities because I couldn't produce a quote in a timely fashion.  After purchasing QuoteWerks with the ConnectWise Integration and QuoteValet, I'm landing larger deals and it no longer feels like a chore.  I use the templates and the investment for QuoteWerks paid for itself in less than two months.

I also wanted to praise Michael in the Support department.  I installed QuoteWerks on the Terminal Server without first putting it into global mode.  i called support, asked a few simple questions and got a few simple answers.  I was able to install right over the existing QuoteWerks and go from a single user environment to a multiuser environment in a snap.
Date: 3/14/2013 3:42 PM
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Mitch Weller, Info Advantage, Inc.
We have been a QuoteWerks user for at least 10 years, prior to Connectwise and we absolutely love this application.  When we decided to move to CW, QW support was a must.  Every year this application get better and better, and the support has excelled at every instance.  They truly are a partner and they definitely value that relationship, as do we.
Date: 3/13/2013 3:55 PM
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Ed Van Buskirk, We Are IT
The more I learn about QuoteWerks the more impressed I am with it and see how it can save us a lot of time and help make our quotes much more accurate and profession.

I have also been very impressed with the support staff. They have consistently been quick, professional and knowledgeable.
Date: 3/8/2013 4:13 PM
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Thad Gerber, Velocity Network Solutions, Inc.
Recently we switched to Quotewerks from one of their competitors. We struggled with the previous product's poor tech support and clunky interface. With the previous product, most of the times we engaged support, we were told we had to buy professoinal services.

Switching to Quotewerks was one of the best decisions we could of made. Everything about Quotewerks is rock solid and the product is fast and intuitive. The tech support is top notch and I cannot say enough good things about them and the product.
Date: 3/6/2013 1:47 PM
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Tony Mee, Yello Communications
We have used QuoteWerks for a number of years and always found it a great tool. It is simple to set up and use. The enhancements over the years have made Quuotewerks a very powerful tool.
Date: 2/27/2013 3:48 AM
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Ian Watkins, Oxbridge Technology Ltd
We've been using QuoteWerks longer than we've been using ConnectWise and it massively simplifies getting accurate quotes together and getting them out to clients. We have just implemented QuoteValet and we are already seeing value in that.

We have found the integration between QuoteWerks and ConnectWise invaluable in that we are able to create a Quote in QuoteWerks which updates the opportunity in ConnectWise. When the Opportunity is won then we can create the sales order and ticket with the parts on it and then when the work is complete send it straight through to invoicing knowing that the prices on the invoice are the same as that were on the quote. It saves us hours of time a week.

We have been working with Matt Rose (@mattquintadena) from Quintadena to help us get more out of QuoteWerks and his help has been invaluable. Recommended.
Date: 12/14/2012 11:39 AM
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Chris Pallett, Bespoke Computing Ltd
Email the customer with link to a quote on QuoteValet at 14:44, email back 5 minutes later with a purchase order.

Easy.
Date: 12/11/2012 9:50 AM
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Robert Burdett, Globalnet IT Innovations Ltd.
Good Support, and not overlly expensive but does the job very very well. Many of my clients have commeted on the quality of the online quotes and that they look very professional!
Date: 11/30/2012 1:13 PM
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Guest, Paradigm Computer Consulting, Inc.
QuoteWerks has been helping Paradigm increase our bottom line AND increase our efficiency for several years now. This is a great product with lots of flexibility, and best of all it just WORKS! For years I struggled with delegating purchasing due to issue with tracking inventory and insuring that product was accounted for. With QuoteWerks ConnectWise and QuickBooks integration I have been able to create a purchasing and billing process that makes sense, and that is easy to reconcile so that I can make sure that product is billed properly and accounted for. And best of all, the process can finally be handed off to other staff members. I could go on about the product, but that is not the best part of QuoteWerks, the best part is the people! The QuoteWerks team is the most responsive vendor I have worked with in almost 20 years of business. You can't go wrong with this product!
Date: 11/26/2012 8:04 AM
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Matthew Rose, Quintadena Ltd
Simply being able to pick up the phone and speak to someone that is knowledgeable sets the product apart. How many products can you do that with these days?
Date: 11/24/2012 10:45 AM
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Guest, Alvarez Technology Group, Inc.
We started using QuoteWerks and ConnectWise almost at the same time years ago and it's been a long and fun journey.  Right from the get-go, we had a quoting tool that gave us a professional look and feel and when the integration with CW was perfected, it was icing on the cake.  Over the years, I've watched the steady and constant improvement that has resulted in improved business operations within our company, something unique in a software tool. With the recent addition of Quotevalet and Etilize, quoting has become even better, with fewer mistakes made by the sales follks and happier clients. I couldn't recommend Quotewerks more strongly!
Date: 11/24/2012 10:00 AM
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Guest, Baroan Technologies
We have been a Quotewerks user for close to 7 years. Prior to that, we created our quotes within Quickbooks. It took forever. Everytime we had to add a new product it had to be manually added to the items list before we could quote it. Talk about time consuming. When we found Quotewerks and then saw their capability to bring into the quotes, the items based on the MFG# from a database created by Ingram Micro and Tech Data, that alone was worth what ever the cost was. Then we found other great features that it had and immediately, it made an impact on our business. Aspire keeps adding features that make the program better with every release. I am so happy that we found this application and have not even considered anything else. It does everything we need it to and then some. They keep surprising us with more features and functionality to make our life easy. If you have not been using this software, you are wasting time. Get it! I have been recommending Quotewerks to everyone I know, its that good.
Date: 11/23/2012 2:17 PM
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Guest, Jenaly Technology Group
QuoteWerks has driven direct profits to our bottom line since we integrated this fantastic solution.  It's now a snap to enforce minimum margins across our sales activities, which insures that we actually make money, no lose money, on our product sales.  We've seen our margin become more healthy and most importantly, stabilize, making our hardware and software sales a profitable line of business again.  QuoteWerks has dramatically improved our proposal turnaround time and our clients love QuoteValet.  QuoteValet has dramatically shortened our sales cycle.  Quotes are accepted almost instantly now, across the board.  If a quote is not accepted quickly, it's easy to track how many times the client has viewed the quote, if it's been forward along to others, etc.  It makes managing the close much more efficient, which means more time to generate more proposals and close more business.  We looked at all the solutions out there and actually tested them and QuoteWerks is, without question, the best in class.  Just as important, they are backed by a fantastic team.  John, Brian and the entire team could not be more responsive or helpful in making sure we are leveraging QuoteWerks for our best possible results.  QuoteWerks is a great partner to work with.
Date: 11/16/2012 8:14 AM
Was this review helpful? Yes No (4/0)
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