What users are saying about
44 Ratings
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Top Rated
52 Ratings
44 Ratings
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Score 6.8 out of 101

QuoteWerks

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Top Rated
52 Ratings
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Score 8.4 out of 101

Likelihood to Recommend

Apttus

I would not recommend this product to anyone. This product is hard to manage, requires development in house which becomes expensive. The tool itself is extremely expensive for the features it delivers. And ultimately, the sales "bait and Switch" will occur on you, which will require you to buy more licenses or add-ins that were not planned on to get the desired feature set.
No photo available

QuoteWerks

QuoteWerks really shines in its flexibility and powerful integrations with multiple CRM/account systems. It is well suited for technical users but isn't as streamlined as some of the more vertical integrations like the ones that exist between ConnectWise Sell and Manage. Their commitment to offering reasonable pricing without moving to a per user/month model also makes it attractive for companies trying to save money on recurring monthly spend.
Nathaniel Bannister profile photo

Feature Rating Comparison

CPQ

Apttus
5.6
QuoteWerks
8.3
Quote sharing/sending
Apttus
6.1
QuoteWerks
9.4
Product configuration
Apttus
5.3
QuoteWerks
8.6
Configuration options
Apttus
6.1
QuoteWerks
8.3
Pricing rules
Apttus
6.1
QuoteWerks
8.4
Price adjustment
Apttus
5.4
QuoteWerks
8.8
Purchase history and open contracts
Apttus
6.0
QuoteWerks
8.2
Guided selling/Sales portal
Apttus
4.4
QuoteWerks
6.8
CPQ reporting & analytics
Apttus
4.6
QuoteWerks
6.9
CPQ-CRM integration
Apttus
7.5
QuoteWerks
6.7
Attachments to quotes
Apttus
4.7
QuoteWerks
9.0
Order capturing
Apttus
QuoteWerks
10.0

Pros

Apttus

  • Apttus CPQ handles complex pricing rules with ease. We have tiered pricing, user based pricing, and quantity pricing discounts. Apttus CPQ allows us to easily provide correct pricing based on attributes of the sales rep, the customer and the product.
  • Apttus CPQ administration is easy compared to similar products. As a product available on the Force.com platform, we were able to cross train our Salesforce administrators and take on the additional administrative overhead without significantly increasing our sales operations team size.
  • Apttus CPQ is flexible. We are able to rapidly test and deploy new pricing models and offers using the Apttus model.
Jack Borland profile photo

QuoteWerks

  • QuoteWerks integrates well with our ERP, Connectwise and pulls the information back and forth well between the two.
  • QuoteWerks integrates with our Distributors, Ingram Micro and Tech Data and pulls current pricing into the quote, which saves time having to go back and forth between applications.
  • QuoteWerks provides professional looking quotes that we can submit to our customers.
Sue Scott profile photo

Cons

Apttus

  • As a SAAS solution with a large amount of R&D being invested, there is functionality that is becoming standard in the platform that previously would have required some customer customization. The incorporation of the standard functionality will require regression testing and migration off of custom code. In the long term this is a positive, but in the short term does create some overhead with testing.
No photo available

QuoteWerks

  • There is much room for improvement in setting up new users and transferring QW from one computer to another. You have to call QW and get a seed number which can at times be a hassel for a California based business because QW support works 9 to 5 Eastern Standard - A little extra time in the afternoon would be much appreciated
  • The pricing for Quote valet combined with the cost for annual update maintenance puts it in the price range of web based subscription programs
  • The program needs to run on a users computer and therefore when there is a computer problem the rep can't quote - As noted above it is a hassle to set up new users or transfer the program. This shortcoming is a serious one and made us consider a web based quoting solution. However, as of this date none of them offer the functionality of QW. However, the technology is moving fast and I will continue to look for the day when I am not dependent on an individual machine.
Douglas Borses profile photo

Likelihood to Renew

Apttus

Apttus 9.9
Based on 9 answers
It is critical to our sales process. We are not satisfied with all aspects of the product and have gone through many tough experiences with their PS, support, and PD teams -- but we're not unhappy enough to re-build what we're already built
Stryder Thompkins profile photo

QuoteWerks

QuoteWerks 8.0
Based on 20 answers
Although I have been using QuoteWerks for 15 years, there are still many features in the current version I have not fully explored. It's just *that* feature-rich! Still, there are other features and online delivery methods currently awaiting, plus new features I am very excited to engage. The price of QuoteWerks is also quite reasonable, keeping our data exactly as we want it - on premise and affordable!
Paul Marentette profile photo

Usability

Apttus

Apttus 8.0
Based on 1 answer
I cannot rate as I am not an end user.
No photo available

QuoteWerks

QuoteWerks 9.0
Based on 9 answers
In my experience, QuoteWerks is incredibly easy to get started with and very intuitive to putting together your first quote. It also has a depth of features that has not only allowed us to enhance our own internal quote / order / invoice production, but also implemented into other businesses has increased their quote production significantly.
Stephen Siggs profile photo

Reliability and Availability

Apttus

Apttus 10.0
Based on 2 answers
As a native Salesforce.com app, it's up as long as Salesforce.com is running.
No photo available

QuoteWerks

QuoteWerks 6.0
Based on 5 answers
QuoteWerks is a very stable, robust solution. In my experience: bugs in the software are rare; any crashes or system failures are usually due to other infrastructure issues rather than the software itself, i.e. a problem with the network or server, an issue with a.n.other piece of software on the User's workstation that has a knock-on effect on QuoteWerks.
Stephen Siggs profile photo

Performance

Apttus

Apttus 10.0
Based on 2 answers
No answer on this topic is available.

QuoteWerks

QuoteWerks 6.0
Based on 5 answers
Once set up and running, and particularly when running the more reliable, faster Corporate edition rehosted to SQL Server, then QuoteWerks performs very well. The only reason for the slight mark down here is that QuoteWerks is very sensetive to having a database connection. If there is an issue whereby the connection to the server is lost (network glitch for example) then whereas Outlook (or a.n.other piece of software) might just wait and poll in 30 seconds time, QuoteWerks will crash and potentially a User lose all changes to the document(s) that they were working on.
Stephen Siggs profile photo

Support

Apttus

Apttus 8.0
Based on 2 answers
Tier1/tier 2 support can only handle native functionality. Customizations have to be escalated to developers which aren’t included in the support program.

I go ahead and copy the people I directly worked with on implementation for assistance. I would rate them an 8 for support assistance.
No photo available

QuoteWerks

QuoteWerks 8.7
Based on 9 answers
Quotewerks Support and the UK Distributor here have always been responsive to our requests and in particular helped us out when we need some new functionality which then got added in the next build...this really impressed me and showed that where case was made, they readily embraced it and the new build was completed within 60 days.
Gary Perkins profile photo

In-Person Training

Apttus

No score
No answers yet
No answers on this topic

QuoteWerks

QuoteWerks 5.0
Based on 1 answer
There is in-person training offered in Orlando, but our company did not want to spend the money.
David C. Noe profile photo

Online Training

Apttus

Apttus 7.0
Based on 1 answer
We attended 5 hours worth of webinars early on.

We had to understand how objects worked to figure out how to structure our data.

I would have liked more in-depth training but it would have been an additional cost
No photo available

QuoteWerks

QuoteWerks 6.0
Based on 1 answer
Originally it was weak, but they have really stepped up.
David C. Noe profile photo

Implementation

Apttus

Apttus 1.0
Based on 3 answers
Be iterative. Take the opportunity to build a catalog based on how Apttus works well. Learn the tool yourself or use an SI. Take the time to build a configuration / pricing migration tool with X-Author for Excel or roll your own. Stick with OOTB Apttus as any customization will cost you every time a new version is released
Stryder Thompkins profile photo

QuoteWerks

QuoteWerks 9.0
Based on 6 answers
I do not have any key insights on the implementation so I cannot provide any valuable information here. I do know, however, that the process went well when we switched from a old platform to a new hyperconverged solution to host Quotewerks. It seemed to be a quick process and our engineer was able to do so almost seamlessly.
Sue Scott profile photo

Alternatives Considered

Apttus

At the time of selection, we assessed other configuration tools to include Selectica and Big Machine. We decided on Apttus because of it configuration flexibility and the fact that it was built on the Salesforce.com platform. That allowed us to configure and customize for our specific use case. It also gave us other capabilities such as integration to the CRM and ability to generate reports and dashboards
King Ou profile photo

QuoteWerks

At the time that we selected QuoteWerks there was not quoting software "married" to ConnectWise. We viewed both products and since the products were very similar we chose the product that more closely fit our budget. QuoteWerks fit the bill.
No photo available

Scalability

Apttus

No score
No answers yet
No answers on this topic

QuoteWerks

QuoteWerks 9.0
Based on 3 answers
We've implemented QuoteWerks in both micro ("one man band") businesses as well as much larger organisations. With QuoteWerks Corporate editions option to host the backend database on SQL Server (a very powerful and scaleable database platform) it's possible to work effectively with QuoteWerks in an organisation with many 100 Users. The flexibility of the product also lends itself very well to evolving with a growing business and having various individual user configurations to help them work best with the software in their individual role in the organisation.
Stephen Siggs profile photo

Return on Investment

Apttus

  • I cannot speak to lead conversion because we used it solely for the CRM component. I did like the reporting functionality, which was very customizable, so if I wanted to know how many customers agreements were terminating 3 months out, I could run a report for that. This made our lives much better.
No photo available

QuoteWerks

  • Positive: organized, consistent quotes
  • Positive: reduced time to generate/modify quotes
  • Negative: has sometimes given our customers the false impression that we are providing an exact quote, not a cost estimate. We have been trying several different ways of expressing this on the quote.
No photo available

Pricing Details

Apttus

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

Apttus Editions & Modules

Additional Pricing Details

QuoteWerks

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Optional

QuoteWerks Editions & Modules

Edition
QuoteWerks Standard Edition$151
QuoteWerks Professional Edition$201
QuoteWerks Corporate Edition$291
  1. per concurrent User / month
Additional Pricing Details
The QuoteWerks license count is based on concurrent usage so while you may have 5 users using it, you may only need to purchase 2 licenses. The QuoteValet license count is based on daily maximum number of unique users. In addition to monthly and annual subscriptions, one-time, up-front purchasing options for edition and realtime licenses are available which include volume pricing discounts. Invest up-front and pay minor maintenance fees annually. Please contact QuoteWerks Sales at sales@quotewerks.com or 407-248-1481 to answer any questions or to obtain a personalized quote.

Rating Summary

Likelihood to Recommend

Apttus
6.2
QuoteWerks
8.4

Likelihood to Renew

Apttus
9.9
QuoteWerks
8.0

Usability

Apttus
8.0
QuoteWerks
9.0

Reliability and Availability

Apttus
10.0
QuoteWerks
6.0

Performance

Apttus
10.0
QuoteWerks
6.0

Support

Apttus
8.0
QuoteWerks
8.7

In-Person Training

Apttus
QuoteWerks
5.0

Online Training

Apttus
7.0
QuoteWerks
6.0

Implementation

Apttus
1.0
QuoteWerks
9.0

Scalability

Apttus
QuoteWerks
9.0

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