Ion is an enterprise-grade content experience platform that empowers modern marketers and designers to create no-code interactive content experiences integrated with their CRM or marketing automation tools.
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QuoteWerks
Score9.8 out of 10
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QuoteWerks is specialized Configuration Pricing Quoting (CPQ) software that can be used in every industry to create sales quotes and proposals. The vendor’s value proposition is that rather than relying on Microsoft Word or Excel to create quotes, users can benefit from a tool that is specialized for the task of creating quotes and proposals.
QuoteWerks integrates with the user's existing CRM software and distributors. With QuoteWerks users can also submit orders…
$15
per user/per month
Pricing
Ion Interactive
QuoteWerks
Editions & Modules
Managed Services + SaaS
Custom
per year
QuoteWerks Standard Edition
$15
per user/per month
QuoteWerks Professional Edition
$20
per user/per month
QuoteWerks Corporate Edition
$29
per user/per month
Offerings
Pricing Offerings
Ion Interactive
QuoteWerks
Free Trial
No
Yes
Free/Freemium Version
No
No
Premium Consulting/Integration Services
Yes
Yes
Entry-level Setup Fee
$5,500 per customer
Optional
Additional Details
ion’s Build Anything SaaS platform provides organizations with an entirely new and agile interactive content marketing capability. It enables non-technical marketers and designers to create, test and measure an unlimited number of all types of interactive content marketing experiences. It includes unlimited seats, experiences, tests, customization, phone and email support, analytics and more.
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.
If you want to choose a quick start template and fill in the fields with your content, Ion will be fantastic for you. We've done this with whitepapers and quizzes and it's been great and extremely easy to use. If you have an exact idea of what you want, and a background in web development, you may get frustrated. Ion has some quirks that make it tricky to fully customize - everyone once in a while I really just want to go into the HTML and make some changes, but can't. If you are looking to reuse a piece of content for specific targeting (industry or account-specific), Ion is great. The dynamic substitutions are great and very helpful.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
The sales department is satisfied with QuoteWerks and this generates satisfaction throughout the company. The main recommendation is to use the free trial first in order to know what the goals of each company are according to their size and futuristic vision. QuoteWerks opening easy and robust integration with our CRMs, this also improves workflow. It works as an electronic signature that has improved working time and in general the relationship with our clients because we no longer have to ask the client to print the document and then sign it.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Ion University, while stacked with a wealth of information, is difficult to navigate from a troubleshooting perspective. The tutorial videos are all very helpful, but they are also very long. Sometimes I would want to search for how to address a particular issue I was struggling with and it would be a two-minute segment buried in a 45-minute video.
Again, getting back the self-guidance side of things. I think a lot of the tutorials are set up in a way that makes sense to Ion, but not as much to the end user.
I think the controls admins use when creating new users could be a bit more straightforward.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
We use it for every landing page and we plan on only doing more dynamic content creation. We dont see that option coming in-house any time ever in the future. ION has a very robust platform for us to work with that really allows us to do more for our customers in regards to having the one-to-one conversation.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
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
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Usability is straightforward, with extensive documentation and tutorials provided to ensure landing pages are built to specifications and can be optimized for performance. Built-in platform funnels give insight into customer dropoff, success/failures, and conversions (at a glance). Setting up a landing page can be done quickly and easily, with numerous integrations (CRMs like SalesForce, for instance) supported
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
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.
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.
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.
The ION support team is amazing. There has not been a single issue they they could not solve for me. If there is a feature or request that they do not have, they have even, on occasion, created custom scripts for our team. *Update 6/5/17 - ION has continued to delight on multiple occasions. I appreciate their attention to detail and ability to solve whatever issue I have. After 3+ years of use and support, ION still has my full endorsement.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
They offer a great amount of online training, videos, articles, etc. There is usually an answer available if you run into an issue. I would recommend taking advantage of the online training they offer. I wish I would have done it sooner.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
There were a lot of things we learned about the tool once we really got in and got our hands dirty. Being hands-on was essential for our team to be able to utilize ION in the most effective manner.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
I was not the decision maker to choose this over Uberflip, but the UI is much more appealing to me. It's incredibly easy to use, clean, and from a backend standpoint, it requires little to no tech savvy'ness. Our team has really enjoyed using it and has required no training what-so-ever.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Separate client portfolios enable scalability, however, some elements are still grouped for all accounts so it's difficult to scale for an ad agency with multiple clients. Would prefer totally separate sections of the platform for all clients with each element housed separately.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
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.
Though we have not had the service long enough to see any measurable outcomes, we've been able to create interactive web content faster than ever before
The speed with which we can build interactive pages and re-use assets has been critical as projects we've done with Ion have made their way around and more and more internal clients have said "me too" for their own projects
It is very pricey at $28K for the base annual subscription (dropping to $24k after the first year), so depending on your budgetary situation, that may make no sense for your team--but we had contract money set aside for a company to build us a microsite for around the amount, so we just used it for Ion instead and will now be building the microsite ourselves using it
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
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.
