What users are saying about
13 Ratings
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Top Rated
76 Ratings
13 Ratings
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Score 9.1 out of 100

QuoteWerks

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Top Rated
76 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

    Proposal Creation & Organization

    8.6

    Loopio

    86%

    QuoteWerks

    Feature Set Not Supported
    N/A
    Loopio ranks higher in 5/5 features

    Proposal branding

    8.4
    84%
    6 Ratings
    N/A
    0 Ratings

    Proposal templates

    8.1
    81%
    6 Ratings
    N/A
    0 Ratings

    Proposal content library updates

    9.0
    90%
    6 Ratings
    N/A
    0 Ratings

    Guided proposal creation

    8.4
    84%
    5 Ratings
    N/A
    0 Ratings

    Searchable proposal database

    9.1
    91%
    6 Ratings
    N/A
    0 Ratings

    Proposal Collaboration & Workflow

    8.3

    Loopio

    83%

    QuoteWerks

    Feature Set Not Supported
    N/A
    Loopio ranks higher in 5/5 features

    RFP management & response

    9.1
    91%
    6 Ratings
    N/A
    0 Ratings

    Proposal collaboration & approval

    8.4
    84%
    6 Ratings
    N/A
    0 Ratings

    User permissions/proposal editing controls

    8.8
    88%
    6 Ratings
    N/A
    0 Ratings

    Sales proposal workflow

    6.9
    69%
    5 Ratings
    N/A
    0 Ratings

    Proposal automation user interface

    8.4
    84%
    5 Ratings
    N/A
    0 Ratings

    Proposal Delivery

    7.4

    Loopio

    74%

    QuoteWerks

    Feature Set Not Supported
    N/A
    Loopio ranks higher in 3/3 features

    Proposal distribution

    8.0
    80%
    4 Ratings
    N/A
    0 Ratings

    Interactive proposals

    7.3
    73%
    4 Ratings
    N/A
    0 Ratings

    Proposal content tracking

    7.0
    70%
    4 Ratings
    N/A
    0 Ratings

    CPQ

    Loopio

    Feature Set Not Supported
    N/A
    8.8

    QuoteWerks

    88%
    QuoteWerks ranks higher in 11/11 features

    Quote sharing/sending

    N/A
    0 Ratings
    9.2
    92%
    32 Ratings

    Product configuration

    N/A
    0 Ratings
    8.8
    88%
    32 Ratings

    Configuration options

    N/A
    0 Ratings
    8.6
    86%
    31 Ratings

    Pricing rules

    N/A
    0 Ratings
    8.6
    86%
    26 Ratings

    Price adjustment

    N/A
    0 Ratings
    8.5
    85%
    32 Ratings

    Purchase history and open contracts

    N/A
    0 Ratings
    8.6
    86%
    27 Ratings

    Guided selling/Sales portal

    N/A
    0 Ratings
    8.6
    86%
    21 Ratings

    CPQ reporting & analytics

    N/A
    0 Ratings
    8.5
    85%
    21 Ratings

    CPQ-CRM integration

    N/A
    0 Ratings
    9.4
    94%
    27 Ratings

    Attachments to quotes

    N/A
    0 Ratings
    9.0
    90%
    29 Ratings

    Order capturing

    N/A
    0 Ratings
    9.3
    93%
    12 Ratings

    Attribute Ratings

    • Loopio is rated higher in 1 area: Likelihood to Recommend
    • QuoteWerks is rated higher in 2 areas: Usability, Support Rating

    Likelihood to Recommend

    9.2

    Loopio

    92%
    7 Ratings
    9.0

    QuoteWerks

    90%
    48 Ratings

    Likelihood to Renew

    Loopio

    N/A
    0 Ratings
    8.0

    QuoteWerks

    80%
    20 Ratings

    Usability

    8.1

    Loopio

    81%
    2 Ratings
    9.0

    QuoteWerks

    90%
    9 Ratings

    Availability

    Loopio

    N/A
    0 Ratings
    6.0

    QuoteWerks

    60%
    10 Ratings

    Performance

    Loopio

    N/A
    0 Ratings
    6.0

    QuoteWerks

    60%
    10 Ratings

    Support Rating

    8.4

    Loopio

    84%
    2 Ratings
    8.9

    QuoteWerks

    89%
    18 Ratings

    In-Person Training

    Loopio

    N/A
    0 Ratings
    5.0

    QuoteWerks

    50%
    1 Rating

    Online Training

    Loopio

    N/A
    0 Ratings
    6.0

    QuoteWerks

    60%
    1 Rating

    Implementation Rating

    Loopio

    N/A
    0 Ratings
    9.0

    QuoteWerks

    90%
    12 Ratings

    Product Scalability

    Loopio

    N/A
    0 Ratings
    9.0

    QuoteWerks

    90%
    3 Ratings

    Likelihood to Recommend

    Loopio

    I use Loopio specifically for RFP's mostly. I think it is a great and adequate tool for this and much of what I think that needs to improve are not large needle movers for me since the software as a whole is fantastic. It is very easy to upload an RFP into Loopio and begin answering those questions or pulling from previously answered questions. I also will use Loopio for large client proposals and I often use the "search functionality within Loopio to see if I can find answers to clients questions. I like that I can also pull images from Loopio as well and often use those visualizations in my proposals.
    Anonymous | TrustRadius Reviewer

    QuoteWerks

    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.
    Emelda Daka | TrustRadius Reviewer

    Pros

    Loopio

    • Ease of use - a few minutes' tutorial is enough for a newcomer to start using the tool.
    • Handy options - i.e. support in searching for the right answer
    • Often meaningful & useful releases
    Anonymous | TrustRadius Reviewer

    QuoteWerks

    • 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.
    Nathaniel Bannister | TrustRadius Reviewer

    Cons

    Loopio

    • Adding new answers to the library was easier and better with the "close the loop" functionality. Now, it seems like it is easier to miss questions to add to the library.
    Anonymous | TrustRadius Reviewer

    QuoteWerks

    • 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.
    Sue Scott | TrustRadius Reviewer

    Pricing Details

    Loopio

    General

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

    Starting Price

    Loopio Editions & Modules

    Additional Pricing Details

    QuoteWerks

    General

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

    Starting Price

    $15 per user/per month

    QuoteWerks Editions & Modules

    Edition
    QuoteWerks Standard Edition$151
    QuoteWerks Professional Edition$201
    QuoteWerks Corporate Edition$291
    1. per user/per 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.

    Likelihood to Renew

    Loopio

    No score
    No answers yet
    No answers on this topic

    QuoteWerks

    QuoteWerks 8.0
    Based on 20 answers
    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
    Douglas Borses | TrustRadius Reviewer

    Usability

    Loopio

    Loopio 8.1
    Based on 2 answers
    Usability is good but falls short of excellent. The interface is clean and well organized. They clearly spent some time working on the UI and took some feedback from focus groups to help keep it tidy. On a few occasions, we have experienced a little bit of lag while updating the question database. I'd like to see just a little faster response time on a consistent basis.
    Anonymous | TrustRadius Reviewer

    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 | TrustRadius Reviewer

    Reliability and Availability

    Loopio

    No score
    No answers yet
    No answers on this topic

    QuoteWerks

    QuoteWerks 6.0
    Based on 10 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 | TrustRadius Reviewer

    Performance

    Loopio

    No score
    No answers yet
    No answers on this topic

    QuoteWerks

    QuoteWerks 6.0
    Based on 10 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 | TrustRadius Reviewer

    Support Rating

    Loopio

    Loopio 8.4
    Based on 2 answers
    They're very supportive and reply in a timely manner. Whenever I contacted the support I received a helpful reply that actually solved my issue. Quite often when my team suggested an improvement that would simplify and speed up our work it happened not long after which is perfect for us.
    Anonymous | TrustRadius Reviewer

    QuoteWerks

    QuoteWerks 8.9
    Based on 18 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 | TrustRadius Reviewer

    In-Person Training

    Loopio

    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 | TrustRadius Reviewer

    Online Training

    Loopio

    No score
    No answers yet
    No answers on this topic

    QuoteWerks

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

    Implementation Rating

    Loopio

    No score
    No answers yet
    No answers on this topic

    QuoteWerks

    QuoteWerks 9.0
    Based on 12 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 | TrustRadius Reviewer

    Alternatives Considered

    Loopio

    • User friendly--very simple
    • Reviews of libraries can be assigned
    • Non-named user licenses can be used by various people
    • Close Loop--changes can be added to library with just a few clicks
    • View text in library and can copy content
    • Reporting on reviews and usage and projects
    • Help center and assigned representative
    • Library duplicates functionality
    Sandrine Bastian | TrustRadius Reviewer

    QuoteWerks

    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.
    Justin Gipp | TrustRadius Reviewer

    Scalability

    Loopio

    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 | TrustRadius Reviewer

    Return on Investment

    Loopio

    • I have saved hundreds of hours working in Loopio instead of answering RFP's on my own. This has allowed me to spend other hours elsewhere. Having an RFP management tool has been an incredible timesaver
    • The creation and management of questions has also saved me hours of time in searching out tough questions to answer and has also saved my colleagues time as well since we don't need to collaborate to find answers.
    • Have had some issues with downloading the proposal in a readable format for clients to view. I've sometimes had to go back and figure out what went wrong when exporting which can be frustrating- especially when dealing with very tight deadlines.
    Anonymous | TrustRadius Reviewer

    QuoteWerks

    • 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.
    Paul Marentette | TrustRadius Reviewer

    Screenshots

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