QuoteSoft vs. Sage 300

Quotesoft again is very well suited to any estimating department. I recommend a large screen monitor, but it's far more convenient than the old quick pen table or other methods. It's been great for jobs post mortem as well, we'll go back over as builds and make sure we captured and adjust estimates or change orders. It's also great for illustrating changes, and having all be very accurate.

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Sage 300cloud is a great option when it comes to cloud accounting/tracking software. In comparison to Sage's other products, Sage 300cloud is the only cloud/web based option with modern UI's and more intuitive interfaces. Additionally, Sage 300cloud offers an entire system of customer integrations that become available dependent on subscription level. Sage 300cloud also offers integrations between other Sage products (AP, CRM, etc) that allows for better automation and efficiency

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• Once you're over the learning curve, it's fantastic at getting accurate material takeoff. Because one is working off the real PDF prints of the project, it's very easy to get a good material list and takeoff.
• Excellent for giving options of transitions and allowing the user to account for the actual 3rd dimension of the project by being able to click and add the sections needed to transition between floors.
• The speed in which the user is able to takeoff is so much faster than traditional methods, and more accurate and easier to use than the other options on the market. Prints out great reports showing materials and hours, and lets you color code the systems while estimating so you know you aren't duplicating efforts.
• Very flexible as far as how it adjusts for your desired estimate. You can identify per floor, side of the building, system, etc.
• Allows for fast on the fly adjustments of sizes, materials and types of transitions with ductwork.

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• Overall ease of use and intuitive navigation - minimal training has been required to use the system efficiently and effectively
• Customer Inquiry - quickly see outstanding documents and drill down on any item (open or paid) to find the information you need
• Most reports are easy to export into a workable Excel format using the Excel - data only or csv file format.

• I'd prefer an 'all in one' as opposed to modules. I believe it's offered in that fashion but it was a touch more expensive. I was able to negotiate a footage takeoff tool for piping, to make it easier and more economical to our specific use, which is 95% dry side hvac estimating.
• Would be great if it could be preloaded with Smacna or MCA factors for labor, and also would be great if there was a faster way to update material costs. You do need to stay on top of your material factors and make adjustments per the price of steel and other consumables. The industry has been stable lately, but if for some reason you were lax in updating labor and material factors, you could be off on the estimate. That's true of ANY software or even standard old school estimating approach.
• It does require a dongle and a per seat license. The one drawback I don't care for, in a small company with tight cash flow, I do have estimators sharing the seat and scheduling takeoff around each other. Pretty standard though.

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• Little things, like changing the company name - are more difficult than we would like (We used to be MSDSSAB but legally shortened it to MSDSB).
• A management financial reporting tool with live access - to premade reports - without paying an arm and a leg would be appreciated.
• More training opportunities in local areas - or nearby - would be appreciated...

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It is a solid stable product with a large user community and large ISV community. Support and Training are easy to access and obtain and there is larger reseller channel to ensure the firm you work with is honest. It is scalable and there are multiple deployment and payment options.

Sage 300cloud is intuitive and user friendly after some training. It does require implementation and training but once that's done, this software is easy to use and navigate. Support for Sage 300cloud is spot on and offers assistance over the simplest to [the] most complex of tasks. Finding information or learning new tasks within Sage 300cloud is relatively easy and educational.

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Turnover is high in the Sage Support department so sometimes it is difficult to get a rep who knows the issue well. Reps are good and getting assistance when they need it. Sometimes support is more interested in closing issue than actually solving problem. It can be difficult at times to have issues escalated but overall the support is good.

We were looking at this, as well as quick pen, and other industry standard programs like Wendes. QuoteSoft was far more versatile, user friendly and has proven to be the right choice. No specific equipment outside of a bigger monitor, ease of use, and tech support as well as the online training aspect was fantastic. Felt well supported while we rolled it out.

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Sage 300 cloud is much more detailed than the other. About the same in being user friendly A better layout Saves time for doing the schedules for Audits Mobile Access Sage 300cloud can manage all different industries

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• First positive impact is time saved. We're able with our small team to estimate..ACCURATELY far more projects, thus winning more projects.
• Accuracy once we had our factors programmed is fantastic. It's tightened up our material and labor hours and made us more competitive
• Definitely has had a great return on investment. Helping to land more projects out of the sheer amount of available time to bid more, as well as being more confident in material costs.

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• It allows our company to efficiently and effectively maintain and track our job cost.
• Its reliable performance allows us to function continually.
• It also provides our division managers with reports that they can use to determine where we are experiencing problems.

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