What users are saying about
15 Ratings
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Top Rated
78 Ratings
15 Ratings
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Score 9.2 out of 100

QuoteWerks

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Top Rated
78 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener'>trScore algorithm: Learn more.</a>
Score 8.8 out of 100

Feature Set Ratings

  • IBM CPQ ranks higher in 1 feature set: CPQ

CPQ

10.0

IBM CPQ

100%
8.7

QuoteWerks

87%
IBM CPQ ranks higher in 11/11 features

Quote sharing/sending

10.0
100%
10 Ratings
9.1
91%
31 Ratings

Product configuration

10.0
100%
10 Ratings
8.7
87%
31 Ratings

Configuration options

10.0
100%
10 Ratings
8.5
85%
30 Ratings

Pricing rules

10.0
100%
10 Ratings
8.5
85%
25 Ratings

Price adjustment

10.0
100%
10 Ratings
8.5
85%
31 Ratings

Purchase history and open contracts

10.0
100%
10 Ratings
8.6
86%
26 Ratings

Guided selling/Sales portal

10.0
100%
10 Ratings
8.4
84%
20 Ratings

CPQ reporting & analytics

10.0
100%
10 Ratings
8.3
83%
20 Ratings

CPQ-CRM integration

10.0
100%
10 Ratings
9.3
93%
26 Ratings

Attachments to quotes

10.0
100%
10 Ratings
8.9
89%
28 Ratings

Order capturing

10.0
100%
10 Ratings
9.2
92%
11 Ratings

Attribute Ratings

  • IBM CPQ is rated higher in 2 areas: Likelihood to Recommend, Support Rating

Likelihood to Recommend

9.6

IBM CPQ

96%
10 Ratings
9.0

QuoteWerks

90%
47 Ratings

Likelihood to Renew

IBM CPQ

N/A
0 Ratings
8.0

QuoteWerks

80%
20 Ratings

Usability

IBM CPQ

N/A
0 Ratings
9.0

QuoteWerks

90%
9 Ratings

Availability

IBM CPQ

N/A
0 Ratings
6.0

QuoteWerks

60%
10 Ratings

Performance

IBM CPQ

N/A
0 Ratings
6.0

QuoteWerks

60%
10 Ratings

Support Rating

10.0

IBM CPQ

100%
2 Ratings
8.9

QuoteWerks

89%
18 Ratings

In-Person Training

IBM CPQ

N/A
0 Ratings
5.0

QuoteWerks

50%
1 Rating

Online Training

IBM CPQ

N/A
0 Ratings
6.0

QuoteWerks

60%
1 Rating

Implementation Rating

IBM CPQ

N/A
0 Ratings
9.0

QuoteWerks

90%
12 Ratings

Configurability

IBM CPQ

N/A
0 Ratings
9.7

QuoteWerks

97%
2 Ratings

Ease of integration

IBM CPQ

N/A
0 Ratings
9.8

QuoteWerks

98%
2 Ratings

Product Scalability

IBM CPQ

N/A
0 Ratings
9.0

QuoteWerks

90%
3 Ratings

Vendor post-sale

IBM CPQ

N/A
0 Ratings
9.9

QuoteWerks

99%
2 Ratings

Vendor pre-sale

IBM CPQ

N/A
0 Ratings
9.9

QuoteWerks

99%
2 Ratings

Likelihood to Recommend

IBM

Were it not for the fact that IBM CPQ lacks mobile and tablet applications, I would have recommended it 100%. However, I still have that 99% recommendation rate since this solution has saved us a lot by allowing us to close more sales within a short period by creating a channel where we collaborate with customers by offering coupons, sending price lists and orders.
Read full review

Aspire Technologies, Inc.

If you are always handling a lot of quotes and different proposals then you will find the perfect solution in the features offered by QuoteWerks. It is great for automating most of the sales process. If you are looking to collaborate with your team members using this software then unfortunately you won't be able to.
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Pros

IBM

  • Firstly, IBM CPQ makes it easy for customers to make rapid products purchases through configuration, pricing and ordering processes.
  • Centralizing selling procedure in one platform by communicating products pricing to clients.
  • Improving ROI by attracting customers when discounts are introduced on products as well as offering coupons.
Read full review

Aspire Technologies, Inc.

  • It offers a robust API Integration with Connectwise Manage as well as several other CRM and accounting packages.
  • It offers a robust templating system that has allowed us to remove large amounts of manual labor from our quoting system.
  • It allows you to integrate rate sheets from your leasing partners for easy leasing options.
Read full review

Cons

IBM

  • Unfortunately, IBM CPQ does not have on-premises applications to use while not connected to the internet. This is no more a challenge since we have a robust WIFI connection in our organization premises.
Read full review

Aspire Technologies, Inc.

  • QuoteWerks can be a little clunky at times, but overall is easy to use.
  • QuoteWerks could be a little more visibly attractive, but it gets the job completed.
  • QuoteWerks Has added a couple of features that I would rather not see there - a view of all of the open quotes for a customer just muddies up the screen and it asks you if you want to save a quote at the most inopportune times.
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Pricing Details

IBM CPQ

Starting Price

Editions & Modules

IBM CPQ editions and modules pricing
EditionModules

Footnotes

    Offerings

    Free Trial
    Free/Freemium Version
    Premium Consulting/Integration Services

    Entry-level set up fee?

    No setup fee

    Additional Details

    QuoteWerks

    Starting Price

    $15 per user/per month

    Editions & Modules

    QuoteWerks editions and modules pricing
    EditionModules
    QuoteWerks Standard Edition151
    QuoteWerks Professional Edition202
    QuoteWerks Corporate Edition293

    Footnotes

    1. per user/per month
    2. per user/per month
    3. per user/per month

    Offerings

    Free Trial
    Free/Freemium Version
    Premium Consulting/Integration Services

    Entry-level set up fee?

    Optional

    Additional 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.

    Likelihood to Renew

    IBM

    No answers on this topic

    Aspire Technologies, Inc.

    We will renew because QuoteWerks has all the capabilities we require for our business processes and our reps like it. The support is top notch and the pricing model saves us considerable money over SaaS models. I also feel confident that Aspire Technologies will continue to improve and add features
    Read full review

    Usability

    IBM

    No answers on this topic

    Aspire Technologies, Inc.

    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.
    Read full review

    Reliability and Availability

    IBM

    No answers on this topic

    Aspire Technologies, Inc.

    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.
    Read full review

    Performance

    IBM

    No answers on this topic

    Aspire Technologies, Inc.

    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.
    Read full review

    Support Rating

    IBM

    Timely and courteous response time from IBM Support any time there was a request that needed to be made.
    Read full review

    Aspire Technologies, Inc.

    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.
    Read full review

    In-Person Training

    IBM

    No answers on this topic

    Aspire Technologies, Inc.

    There is in-person training offered in Orlando, but our company did not want to spend the money.
    Read full review

    Online Training

    IBM

    No answers on this topic

    Aspire Technologies, Inc.

    Originally it was weak, but they have really stepped up.
    Read full review

    Implementation Rating

    IBM

    No answers on this topic

    Aspire Technologies, Inc.

    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.
    Read full review

    Alternatives Considered

    IBM

    There are tons of Configure, Price and Quote software, but I have not used a lot of them. However, unlike IBM CPQ, HubSpot Sales Hub isn’t operated in compliance with any ISO standards and secured in a data center making it easy to leak customer sensitive data such as payment details.
    Read full review

    Aspire Technologies, Inc.

    Both this software were similar in what they do and pricing, however, the QuoteWork software in my opinion does a better job recording and tracking communications between personnel and clients. QuoteWerks also gives a lot of data that might seem like overkill, but having too much information is better than too little.
    Read full review

    Scalability

    IBM

    No answers on this topic

    Aspire Technologies, Inc.

    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.
    Read full review

    Return on Investment

    IBM

    • IBM CPQ-Salesforce integration makes it easy, effective, and cost-effective to create quotes for customers.
    • Since no hectic selling procedure is undertaken, then our organization is able to generate high revenue by developing, managing, and negotiating quotes with clients.
    • Centralizing selling process makes it rapid and effective to communicate any amendment on pricing of our banking services.
    • Automating selling process helps guide clients through selection, configuration, quoting, and ordering procedures of products and services.
    Read full review

    Aspire Technologies, Inc.

    • QuoteWerks definitely allows us to be more responsive to our clients purchasing and planning requirements.
    • QuoteWerks ease of use and more structured sales quoting process makes it easier to bring new staff on-board and maintain better consistency to our sales quoting approach.
    Read full review

    Screenshots

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