Asana vs QuoteWerks

• Task Management - Being able to assign resources and time lines to specific activities
• Project Management - Being able to plan, execute and track project process using this tool
• Customizability - Being able to customize a solution that meets your needs or activity.

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• 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.

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• I think there could be improved clarity around the different levels of Asana. For example, the resources available to paid accounts are not visible from the more basic accounts, so you're not aware that there are expanded options until you look in their knowledge base and see that they have additional features.
• Exporting projects - you can export a project into a csv, but it isn't pretty. This can be challenging if you'd like to have an archived project folder for open records requests.

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• 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.

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• Asana helps improve productivity in the workspace by ensuring all team members know what projects/tasks they need to get done and by when.
• Asana helps team members stay focused on what needs to get done and allows cross collaboration between departments which greatly increases overall company productivity by not having to wait around for email responses.
• Asana is a good tool for project management and is easy to use, making it accessible for the whole company to use.

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• 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.

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