Nintex DocGen for Salesforce vs. QuoteWerks

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Nintex DocGen for Salesforce
Score 7.8 out of 10
N/A
Nintex DocGen for Salesforce (formerly Drawloop) helps users generate, download and send company-approved documents to customers to ensure documents are on brand and accurate.
$2,400
per year for 10 users
QuoteWerks
Score 9.2 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
Nintex DocGen for SalesforceQuoteWerks
Editions & Modules
User-based Premium
starting at $2400
per year 10 users ($20 per user, per month)
Consumption based pricing
Custom
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
Nintex DocGen for SalesforceQuoteWerks
Free Trial
YesYes
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
YesYes
Entry-level Setup FeeOptionalOptional
Additional DetailsThe 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.
More Pricing Information
Community Pulse
Nintex DocGen for SalesforceQuoteWerks
Top Pros
Top Cons
Features
Nintex DocGen for SalesforceQuoteWerks
CPQ
Comparison of CPQ features of Product A and Product B
Nintex DocGen for Salesforce
-
Ratings
QuoteWerks
9.2
32 Ratings
7% above category average
Quote sharing/sending00 Ratings9.132 Ratings
Product configuration00 Ratings9.832 Ratings
Configuration options00 Ratings9.332 Ratings
Pricing rules00 Ratings8.926 Ratings
Price adjustment00 Ratings9.432 Ratings
Purchase history and open contracts00 Ratings9.827 Ratings
Guided selling/Sales portal00 Ratings8.921 Ratings
CPQ reporting & analytics00 Ratings8.421 Ratings
CPQ-CRM integration00 Ratings8.727 Ratings
Attachments to quotes00 Ratings9.430 Ratings
Order capturing00 Ratings9.912 Ratings
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User Ratings
Nintex DocGen for SalesforceQuoteWerks
Likelihood to Recommend
9.0
(3 ratings)
9.5
(48 ratings)
Likelihood to Renew
-
(0 ratings)
10.0
(21 ratings)
Usability
-
(0 ratings)
9.0
(9 ratings)
Availability
-
(0 ratings)
6.0
(5 ratings)
Performance
-
(0 ratings)
6.0
(5 ratings)
Support Rating
-
(0 ratings)
8.9
(9 ratings)
In-Person Training
-
(0 ratings)
5.0
(1 ratings)
Online Training
-
(0 ratings)
6.0
(1 ratings)
Implementation Rating
-
(0 ratings)
9.0
(6 ratings)
Configurability
-
(0 ratings)
9.7
(2 ratings)
Ease of integration
-
(0 ratings)
9.8
(2 ratings)
Product Scalability
-
(0 ratings)
9.0
(3 ratings)
Vendor post-sale
-
(0 ratings)
9.9
(2 ratings)
Vendor pre-sale
-
(0 ratings)
9.9
(2 ratings)
User Testimonials
Nintex DocGen for SalesforceQuoteWerks
Likelihood to Recommend
Nintex
It is best suited for scenarios that apply to generating documents based on information gathered in your Salesforce. By using the field inserter and uploading a template for generation, you are able to take that Salesforce information and create a digestible document for your intended audience. You are able to generate multiple documents by creating different templates for use.
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Aspire Technologies, Inc.
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.
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Pros
Nintex
  • Building documentation is super easy
  • Sending out that documentation after it is built is most of the time seamless
  • Customer service at Nintex is awesome if we ever need anything
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
Nintex
  • Easier set up.
  • Easier field mappings.
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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Likelihood to Renew
Nintex
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
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Usability
Nintex
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.
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Reliability and Availability
Nintex
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.
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Performance
Nintex
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.
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Support Rating
Nintex
No answers on this topic
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.
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In-Person Training
Nintex
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
Nintex
No answers on this topic
Aspire Technologies, Inc.
Originally it was weak, but they have really stepped up.
Read full review
Implementation Rating
Nintex
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.
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Alternatives Considered
Nintex
I believe that Conga is a great tool that is very similar to Nintex. However, I do believe Nintex is constantly updating its features. I also like the fact that their knowledge base on the website is wonderful and not convoluted. In addition to that, the customer service is amazing. I don't think I remember having any issues with Nintex, but I do remember one instance where they got back to me within 2 hours, and I appreciated that.
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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.
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Scalability
Nintex
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.
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Return on Investment
Nintex
  • A LOT of saved time on workflow automation
  • Provides an easier solution for our clients to sign documents
  • Customer Experience overall is great using this tool
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

QuoteWerks Screenshots

Screenshot of An example of a QuoteWerks Proposal