monday.com Work OS is an open platform designed so that anyone can create the tools they need to run all aspects of their work. It includes ready-made templates or the ability to customize any work solution ranging from sales pipelines to marketing campaigns, CRMs, and project tracking.
$36
per month (3 seats)
QuoteWerks
Score9.8 out of 10
N/A
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
monday.com
QuoteWerks
Editions & Modules
Basic
$12
per month per user
Standard
$14
per month per user
Pro
$24
per month per user
Enterprise
Contact Sales
Contact us
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
monday.com
QuoteWerks
Free Trial
Yes
Yes
Free/Freemium Version
Yes
No
Premium Consulting/Integration Services
Yes
Yes
Entry-level Setup Fee
Optional
Optional
Additional Details
An 18% discount is available for annual billing.
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.
Another feature I love in the free plan is the “Sort” feature, which enables me to sort all my clients by name alphabetically. Or sort by date, status, progress notes, etc. I make extensive use of the text column, where I can keep ongoing, detailed notes on the progress of a particular client's work and the information I am still waiting on. I have it open automatically every day, and my tasks are listed there for me to follow through on.
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
Intuitive board functionality with a variety of column types and customizations to address different use-cases, such as templates for user lifecycle management, checklists for onboarding.
Extensive automation capabilities to reduce tedium in more complex boards, such as our company's computer asset inventory board, to ensure devices are kept organized within the board for quicker reference.
The ability to connect boards and mirror info across them allowed us to build out a cross-functional, quasi-ticketing system enabling more efficient processing of requests that involved action items from different departments and/or teams.
We could use both the many board functions in tandem with the WorkForm feature to create an IT ticketing system that could be replicated and tailored for other teams needs.
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
The management of holdable items, continuously drops in incorrect places or doesn't show the 'correct way' to handle in the wished place, it happens with the dragable items on dashboards
The 'favorites' menu on desktop is now with 'Use my IA feature' everywhere and has removed the Fav section of for the boards in the sidebar. It was so useful when there were hundreds of Tables and only work on or update 3 - 4 of them (it is still visible on the mobile version, by the way)
The errors after using for a while, like 90 minutes, I am writing something and unexpectedly the app says something is wrong and I need to reload the page, and the thing I was doing doesn't still local storage as in other use cases
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
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
Teams involved in content creation, such as marketing or editorial teams, could use monday.com to manage the entire content lifecycle. Boards might track content ideas, assignments, drafts, reviews, approvals, and publication schedules, helping teams collaborate and keep content production on track.
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 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
monday.com was pretty easy to use from the get-go. Their automation templates are really easy to get things set up. A few of my monday.com boards are essentially upgraded spreadsheets that are much easier to digest and automatically send out reminder email to myself and my team.
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
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.
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
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.
Everything performs fairly well. Every now and then there are user errors where an employee will not click "ok" on a note they've created and simply exit out (I do wish that something was in place to prevent this, such as a pop "are you finished?")
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
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.
I personally haven't found their customer success managers to be proactive or useful as the primary user of our monday.com account. This is different from a few years ago, when I had a contact that I reached out to as-needed (we are an enterprise account). I don't get a lot of touchpoints with anyone from monday.com and rarely submit tickets.
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
To have someone walk you thru the features and capabilities of Monday.com is priceless. Someone also coming along later in the contract to see if you are maximizing the program to suit your company needs is beyond helpful. The staff that have provided this training are fun, creative and very patient.
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
We signed up for the accounts. Created the accounts. Ran the trial version and tested it live while we were running multiple projects and found that it was fitting our needs perfectly. When the trial ended and we were asked to purchase the full version, we did. We have found other ways to use it and it's a breeze.
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 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
monday.com gives us the most flexibility when it comes to its features -- to create templates and quickly modify or customize. While limited in its overall functionality, it is secure and does what it is supposed to do well. An ability to interpret documents given to it -- not just its own assets -- would take monday.com to the next level.
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
For it to work across multiple departments and sites, I would like to see improvements made with integrations and automation. For this question, I am acknowledging not only the addition of internal triggers/automation, but also an expansion on external ones.
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'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.
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.
