Proposify vs. QuoteWerks

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Proposify
Score 7.3 out of 10
N/A
Proposify is an online proposal software designed to give users control and visibility into the most important stage of a sales process: the close. From deal design to sign-off, the vendor states users get the confidence and flexibility to dominate deals, and further states users will: Create impressive sales documents that stay consistent and error-free. Receive the insights to scale a process, make timely engagements, and accurately…
$0
per month
QuoteWerks
Score 9.1 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
ProposifyQuoteWerks
Editions & Modules
No answers on this topic
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
ProposifyQuoteWerks
Free Trial
YesYes
Free/Freemium Version
YesNo
Premium Consulting/Integration Services
YesYes
Entry-level Setup FeeOptionalOptional
Additional DetailsGet a free trial version of our Team Plan for 14 days. You're welcome to switch to our Free plan if you need more time with the product. No credit card required. No contracts. Pick the plan that meets your needs when you're ready.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.
More Pricing Information
Community Pulse
ProposifyQuoteWerks
Considered Both Products
Proposify

No answer on this topic

QuoteWerks
Chose QuoteWerks
QuoteWerks is extremely robust. Its CPQ is what attracted me to it, especially since it can read MS Access and MS SQL Server databases. We connected it with Infinity so we could quote our inventory in real-time.
Top Pros
Top Cons
Features
ProposifyQuoteWerks
Proposal Creation & Organization
Comparison of Proposal Creation & Organization features of Product A and Product B
Proposify
6.1
23 Ratings
28% below category average
QuoteWerks
-
Ratings
Proposal branding7.923 Ratings00 Ratings
Proposal templates7.623 Ratings00 Ratings
Proposal content library updates6.119 Ratings00 Ratings
Guided proposal creation2.92 Ratings00 Ratings
Searchable proposal database6.123 Ratings00 Ratings
Proposal Collaboration & Workflow
Comparison of Proposal Collaboration & Workflow features of Product A and Product B
Proposify
4.4
22 Ratings
60% below category average
QuoteWerks
-
Ratings
Proposal collaboration & approval6.321 Ratings00 Ratings
User permissions/proposal editing controls3.619 Ratings00 Ratings
Sales proposal workflow4.919 Ratings00 Ratings
Proposal automation user interface2.92 Ratings00 Ratings
Proposal Delivery
Comparison of Proposal Delivery features of Product A and Product B
Proposify
6.1
23 Ratings
28% below category average
QuoteWerks
-
Ratings
Proposal distribution7.621 Ratings00 Ratings
Interactive proposals4.221 Ratings00 Ratings
Proposal content tracking6.522 Ratings00 Ratings
CPQ
Comparison of CPQ features of Product A and Product B
Proposify
-
Ratings
QuoteWerks
9.2
32 Ratings
7% above category average
Quote sharing/sending00 Ratings9.132 Ratings
Product configuration00 Ratings9.732 Ratings
Configuration options00 Ratings9.332 Ratings
Pricing rules00 Ratings8.926 Ratings
Price adjustment00 Ratings9.332 Ratings
Purchase history and open contracts00 Ratings9.727 Ratings
Guided selling/Sales portal00 Ratings8.921 Ratings
CPQ reporting & analytics00 Ratings8.421 Ratings
CPQ-CRM integration00 Ratings8.827 Ratings
Attachments to quotes00 Ratings9.430 Ratings
Order capturing00 Ratings9.812 Ratings
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ProposifyQuoteWerks
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QuoteWerks
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Score 9.1 out of 10
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Score 8.9 out of 10
Medium-sized Companies
QuoteWerks
QuoteWerks
Score 9.1 out of 10
PandaDoc
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Score 8.9 out of 10
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Responsive
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Score 6.4 out of 10
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Score 8.2 out of 10
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User Ratings
ProposifyQuoteWerks
Likelihood to Recommend
7.3
(23 ratings)
9.4
(48 ratings)
Likelihood to Renew
1.0
(2 ratings)
10.0
(21 ratings)
Usability
8.3
(3 ratings)
9.0
(9 ratings)
Availability
-
(0 ratings)
6.0
(5 ratings)
Performance
-
(0 ratings)
6.0
(5 ratings)
Support Rating
7.7
(5 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
ProposifyQuoteWerks
Likelihood to Recommend
Proposify
It is costly to properly set up Proposify and retain its use ongoing. If you have a plan to implement your proposals you can get some good cost-saving use from it. I cannot stress enough to have your assets, graphics, and snippets ready before you start. I also recommend that you fully understand templates and asset library or you will quickly be overwriting templates and themes with client-specific verbiage.
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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
Proposify
  • TEMPLATES: The ability to work from customizable yet standardized templates allow for a consistent end-user experience for our clients, and elevates the perceived professionalism of our sales team.
  • ANALYTICS: Unlike merely sending estimates or proposals via email, the tracking analytics available within Proposify's dashboard not only enables our project managers to more strategically engage with clients, but also gives our upper management an objective way to track the effectiveness of our sales team.
  • EASE-OF-USE: Overall, Proposify's platform is easy to use and the UX is intuitive enough that the learning curve to use it is minimal.
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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.
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Cons
Proposify
  • Export into Word would be useful
  • SFDC integration sometimes doesn’t seem to search/find contacts/opps perfectly
  • Some of controls (editing proposals and templates) could be more clear/intuitive
  • Difficult for businesses where redlined contracts/proposals may find this software does not support client/vendor collaboration
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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
Proposify
We require a fair amount of back and forth of editing so this tool while helpful is not ideal for us
Read full review
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
Proposify
Overall it's great. There's definitely a learning curve, and I wish that some things were easier to use. For example, changing images isn't the easiest thing to do in it, but I'd love to be able to quickly add and change header images in my proposals. So far I've figured it out, but each time I do it I forget how it's done since it's not intuitive.
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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
Proposify
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
Proposify
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
Proposify
I've actually never used Proposify support, so I'm unable to speak about it. I suppose that's a good thing. If I did need to use it, I would hope that they'd be responsive and intelligent, but, again, since everything has worked smoothly I don't really know how the support functions or how good it is.
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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
Proposify
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
Proposify
No answers on this topic
Aspire Technologies, Inc.
Originally it was weak, but they have really stepped up.
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Implementation Rating
Proposify
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
Proposify
It was highly recommended by an associate and we have been on the receiving end of Proposify proposals and impressed by it. I don't recall if we looked at others but if we did they paled in comparison. There was no question as to using Proposify. It met all the needs, was easy to use, looks great and was exactly what we wanted and needed.
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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
Proposify
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
Proposify
  • The detailed proposal has saved me time explaining a game plan to potential clients.
  • They have customizable tables where the client can choose how many of a certain item they desire. For instance, if they want to buy graphics from you, they can choose how many. This allows for increasing profits by putting the choice in the customer's hand.
  • When you send a contract you are alerted when a customer views the proposal. This has saved me time and money trying to go back and forth with my customers.
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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.
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ScreenShots

Proposify Screenshots

Screenshot of Business Proposal MetricsScreenshot of Proposal EditorScreenshot of Pipeline Viewer

QuoteWerks Screenshots

Screenshot of An example of a QuoteWerks Proposal