| Product | Rating | Most Used By | Product Summary | Starting Price |
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 QuoteWerks | Score9.9 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 |
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| Additional 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. | ||||||||||
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| Considered Both Products | Chose QuoteWerks We used to use QwikQuote back in the late 90's and early 2000's. While it was pretty easy to use, it didn't have all the bells and whistles that QuoteWerks has to offer. I don't remember why we stopped using it, but we ended up writing our own quoting software. The home grown … Independently Invited by TrustRadius 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 Chose QuoteWerks None QuoteWerks is all we use Independently Invited by TrustRadius 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 Chose QuoteWerks We used Excel for quoting before finding QuoteWerks. Excel was time-consuming and errors occurred often with bad or broken formulas and then we still had to manually transfer the quote. QuoteWerks has made quoting quick and easy. It has also made converting quotes to orders in … Independently Invited by TrustRadius 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 Chose QuoteWerks QuoteWerks just seems to make more sense for this application than the others. They are great CRM's but they can be quite limited in functionality when it comes to actual quotes, breakdowns, and totals. They leave you pretty much doing it manually, and because of that, … Independently Invited by TrustRadius 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 Chose QuoteWerks The major reason to go with the QuoteWerks was due to pricing as compared to its competitors which involves the production of the sales made easy as well as easy to use in order to work on the production and cloud migration made easy in order to go with it and resolve the … Independently Invited by TrustRadius 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 Chose QuoteWerks 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 … Independently Invited by TrustRadius 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 Chose QuoteWerks While I was not a part of the decision-making in either of these tools, I believe QuoteWerks gave us the ability to work with a broader audience than BlueSnap. Independently Invited by TrustRadius 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 Chose QuoteWerks QuoteWerks comes at a much better price. Independently Invited by TrustRadius 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 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. Independently Invited by TrustRadius 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 Chose QuoteWerks We have used several other quoting methods and none are as efficient. The fact that the software is installed locally and not a cloud only product makes quote entry much faster. Independently Invited by TrustRadius 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 Chose QuoteWerks I have been working with QuoteWerks so long the last things I used were Word and Excel for making quotes for customers and this is hands down better than either of those. Independently Invited by TrustRadius 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 Chose QuoteWerks Both software options have different strengths. I prefer QuoteWerks for how easy it is to customize a quote and add in appropriate discounts, as well as having multiple quotes per account. I prefer Drawloop because it's embedded into Salesforce. Drawloop takes much longer to … Independently Invited by TrustRadius 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 Chose QuoteWerks The price point and licensing model was better than Quosal. That was one of the main deciding factors because based on the demos/webinars many of the features were the same. Independently Invited by TrustRadius 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 Chose QuoteWerks I used Netsuite a number if years ago and it was nowhere near as good. It was slow, cumbersome, and if your Internet connection burped for a moment you lost everything - no sessions persistence + no autosave was not a good combination. There was also no usable import tool. … Independently Invited by TrustRadius 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 Chose QuoteWerks We left Quosal for QuoterWerks and now receive better support and a faster product. Independently Invited by TrustRadius 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 Chose QuoteWerks QuoteWerks is a lot less expensive and easy to customize. We chose QuoteWerks based on price and reviews. We also chose QuoteWerks based on the customer service of the sales associate. You seem to get lost in the system with CNET. Independently Invited by TrustRadius 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 Chose QuoteWerks We elected to go with QuoteWerks due to it's lower total cost. ConnectWise Sell would have been markedly more costly for us to allow our entire team to use it when it is uncommon for more than one of us to be using it at a time. Independently Invited by TrustRadius 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 Chose QuoteWerks QuoteWerks maybe a little less user-friendly than ConnectWise Sell, however, the price is much less and we felt we didn't need anything different. One of the features in ConnectWise Sell was that you could send to a customer for auto approval, but we rarely need to do that for … Independently Invited by TrustRadius 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 Chose QuoteWerks Quotewerks is like its name, it's really good at making quotes and making sure you are quoting competitively sourced IT goods. The other things like full CRM, full PSA, full accounting, will require you to buy something else in addition. so you get this functionality. It's also … Independently Invited by TrustRadius 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 |
| Key User Insights | |
| Would buy again | |
100% Would buy again 13 Answers | |
| Delivers good value for the price | |
100% Delivers good value for the price 12 Answers | |
| Happy with the feature set | |
100% Happy with the feature set 13 Answers | |
| Lived up to sales and marketing promises | |
100% Lived up to sales and marketing promises 6 Answers | |
| Implementation went as expected | |
100% Implementation went as expected 6 Answers | |
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| Small Businesses |  ConnectWise CPQ Score9.1 out of 10 |
| Medium-sized Companies |  Conga Advantage CPQ Score8.9 out of 10 |
| Enterprises |  Agentforce Revenue Management Score8.6 out of 10 |
| All Alternatives | View all alternatives |
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| Likelihood to Recommend | 10.0 |
| Likelihood to Renew | 10.0 |
| Usability | 9.0 |
| Availability | 6.0 |
| Performance | 6.0 |
| Support Rating | 8.9 |
| In-Person Training | 5.0 |
| Online Training | 6.0 |
| Implementation Rating | 9.0 |
| Configurability | 9.7 |
| Ease of integration | 9.8 |
| Product Scalability | 9.0 |
| Vendor post-sale | 9.9 |
| Vendor pre-sale | 9.9 |
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| ScreenShots | QuoteWerks Screenshots |
