What users are saying about

NiftyQuoter vs QuoteWerks

NiftyQuoter
5 Ratings
QuoteWerks
Top Rated
55 Ratings

NiftyQuoter

5 Ratings
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Score 8.4 out of 100

Based on 5 reviews and ratings

QuoteWerks

Top Rated
55 Ratings
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Score 8.7 out of 100

Based on 55 reviews and ratings

Likelihood to Recommend

NiftyQuoter

We use NiftyQuoter with both small companies as well as large corporations. However, it wouldn't be that useful for transactional-like sales because it takes time to create each proposal.

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Pablo Povarchik | TrustRadius Reviewer
Pablo Povarchik
View all 1 answers on this topic

QuoteWerks

QuoteWerks really shines in its flexibility and powerful integrations with multiple CRM/account systems. It is well suited for technical users but isn't as streamlined as some of the more vertical integrations like the ones that exist between ConnectWise Sell and Manage. Their commitment to offering reasonable pricing without moving to a per user/month model also makes it attractive for companies trying to save money on recurring monthly spend.

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Nathaniel Bannister | TrustRadius Reviewer
Nathaniel Bannister
View all 37 answers on this topic

Feature Rating Comparison

Proposal Creation & Organization

NiftyQuoter
7.5
QuoteWerks
—
Proposal branding
NiftyQuoter
3.0
QuoteWerks
—
Proposal templates
NiftyQuoter
9.0
QuoteWerks
—
Proposal content library updates
NiftyQuoter
9.0
QuoteWerks
—
Searchable proposal database
NiftyQuoter
9.0
QuoteWerks
—

Proposal Collaboration & Workflow

NiftyQuoter
7.0
QuoteWerks
—
Proposal collaboration & approval
NiftyQuoter
5.0
QuoteWerks
—
User permissions/proposal editing controls
NiftyQuoter
8.0
QuoteWerks
—
Proposal automation user interface
NiftyQuoter
8.0
QuoteWerks
—

Proposal Delivery

NiftyQuoter
9.0
QuoteWerks
—
Proposal distribution
NiftyQuoter
9.0
QuoteWerks
—
Interactive proposals
NiftyQuoter
9.0
QuoteWerks
—

CPQ

NiftyQuoter
—
QuoteWerks
8.2
Quote sharing/sending
NiftyQuoter
—
QuoteWerks
9.4
Product configuration
NiftyQuoter
—
QuoteWerks
8.5
Configuration options
NiftyQuoter
—
QuoteWerks
8.2
Pricing rules
NiftyQuoter
—
QuoteWerks
8.4
Price adjustment
NiftyQuoter
—
QuoteWerks
8.7
Purchase history and open contracts
NiftyQuoter
—
QuoteWerks
7.7
Guided selling/Sales portal
NiftyQuoter
—
QuoteWerks
6.9
CPQ reporting & analytics
NiftyQuoter
—
QuoteWerks
6.9
CPQ-CRM integration
NiftyQuoter
—
QuoteWerks
6.4
Attachments to quotes
NiftyQuoter
—
QuoteWerks
9.0
Order capturing
NiftyQuoter
—
QuoteWerks
10.0

Pros

NiftyQuoter

  • Is easy to create new proposals with templates, themes & modules based approach.
  • It provides us data about what is happening on the client's side. When they reviewed our proposal, how many times, and who they shared it with.
  • Provides good integration with many other apps, which help us save time.

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Pablo Povarchik | TrustRadius Reviewer
Pablo Povarchik
View all 1 answers on this topic

QuoteWerks

  • 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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Sue Scott | TrustRadius Reviewer
Sue Scott
View all 37 answers on this topic

Cons

NiftyQuoter

  • Designing new templates is somehow difficult.
  • The user interface could be more intuitive and visually appealing.
  • Lacks a way to organize (grouping for example) sent proposals.

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Pablo Povarchik | TrustRadius Reviewer
Pablo Povarchik
View all 1 answers on this topic

QuoteWerks

  • 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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Douglas Borses | TrustRadius Reviewer
Douglas Borses
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Likelihood to Renew

NiftyQuoter

No score
No answers yet
No answers on this topic

QuoteWerks

QuoteWerks 8.0
Based on 20 answers
Although I have been using QuoteWerks for 15 years, there are still many features in the current version I have not fully explored. It's just *that* feature-rich! Still, there are other features and online delivery methods currently awaiting, plus new features I am very excited to engage. The price of QuoteWerks is also quite reasonable, keeping our data exactly as we want it - on premise and affordable!

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Paul Marentette | TrustRadius Reviewer
Paul Marentette
View all 20 answers on this topic

Usability

NiftyQuoter

No score
No answers yet
No answers on this topic

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.

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Stephen Siggs | TrustRadius Reviewer
Stephen Siggs
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Reliability and Availability

NiftyQuoter

No score
No answers yet
No answers on this topic

QuoteWerks

QuoteWerks 6.0
Based on 5 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.

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Stephen Siggs | TrustRadius Reviewer
Stephen Siggs
View all 5 answers on this topic

Performance

NiftyQuoter

No score
No answers yet
No answers on this topic

QuoteWerks

QuoteWerks 6.0
Based on 5 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.

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Stephen Siggs | TrustRadius Reviewer
Stephen Siggs
View all 5 answers on this topic

Support Rating

NiftyQuoter

No score
No answers yet
No answers on this topic

QuoteWerks

QuoteWerks 8.8
Based on 9 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.

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Gary Perkins | TrustRadius Reviewer
Gary Perkins
View all 9 answers on this topic

In-Person Training

NiftyQuoter

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.

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David C. Noe | TrustRadius Reviewer
David C. Noe
View all 1 answers on this topic

Online Training

NiftyQuoter

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.

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David C. Noe | TrustRadius Reviewer
David C. Noe
View all 1 answers on this topic

Implementation Rating

NiftyQuoter

No score
No answers yet
No answers on this topic

QuoteWerks

QuoteWerks 9.0
Based on 6 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.

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Sue Scott | TrustRadius Reviewer
Sue Scott
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Alternatives Considered

NiftyQuoter

We used QuoteRoller and PandaDoc for some time before moving to NiftyQuoter. The difference in results, interface intuitiveness, and time saved was what made NiftyQuoter stick.

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Pablo Povarchik | TrustRadius Reviewer
Pablo Povarchik
View all 1 answers on this topic

QuoteWerks

At the time that we selected QuoteWerks there was not quoting software "married" to ConnectWise. We viewed both products and since the products were very similar we chose the product that more closely fit our budget. QuoteWerks fit the bill.

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Anonymous | TrustRadius Reviewer
Verified User
View all 37 answers on this topic

Scalability

NiftyQuoter

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.

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Stephen Siggs | TrustRadius Reviewer
Stephen Siggs
View all 3 answers on this topic

Return on Investment

NiftyQuoter

  • Our proposals approval ratio increased by 30% since we started using NiftyQuoter.
  • It is slightly more time-consuming than I would have expected.

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Pablo Povarchik | TrustRadius Reviewer
Pablo Povarchik
View all 1 answers on this topic

QuoteWerks

  • 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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Anonymous | TrustRadius Reviewer
Verified User
View all 37 answers on this topic

Screenshots

NiftyQuoter

—

Pricing Details

NiftyQuoter

General

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

NiftyQuoter Editions & Modules

—
Additional Pricing Details
—

QuoteWerks

General

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

QuoteWerks Editions & Modules

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

Rating Summary

Likelihood to Recommend

NiftyQuoter
9.0
QuoteWerks
8.4

Likelihood to Renew

NiftyQuoter
—
QuoteWerks
8.0

Usability

NiftyQuoter
—
QuoteWerks
9.0

Reliability and Availability

NiftyQuoter
—
QuoteWerks
6.0

Performance

NiftyQuoter
—
QuoteWerks
6.0

Support Rating

NiftyQuoter
—
QuoteWerks
8.8

In-Person Training

NiftyQuoter
—
QuoteWerks
5.0

Online Training

NiftyQuoter
—
QuoteWerks
6.0

Implementation Rating

NiftyQuoter
—
QuoteWerks
9.0

Scalability

NiftyQuoter
—
QuoteWerks
9.0

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