Likelihood to Recommend ProjectPlace has formats that ensure every project is handled in a friendly manner and that results attained are optimal. Besides, ProjectPlace has an excellent time locating system, where every action is well planned and resources channeled to meet the needs. Further, ProjectPlace has the conventional way of demand planning by learning the market.
Read full review 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.
Read full review Pros As a cloud based solution, Projectplace is one of the few true multiple location, multi person project management tools available for large teams. The reliability for large projects (with teams of anywhere between 50-200+ people) was a huge selling point for this and I witnessed this first hand. The Windows and Mac applications for Projectplace are well designed and work impressively well for a project management tool. I found most of the teams had either application installed on their machine and did not have any complaints about it. Features like AI and project management viewing styles like Kanban, Ganntt and others make the experience customizable for each user and made them adapt it to their preferred project management style. 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 Under the time tracking, it would be nice to have a set template that would load each week and not have to click a button to load the previous week's template. Somehow making it more intuitive. Having to add in each service line and each detail that I cover for every service line each week is a bit ridiculous. 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. Read full review Likelihood to Renew We're committed now & have >50 users on Projectplace. All our projects are now tracked in the tool. We this investment of time & training, the cost of maintaining Projectplace is relatively low for the benefit. So we will renew, even if there are some idiosyncrasies in the tool & there are opportunities for improvement.
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
Read full review Usability Planview ProjectPlace is consistent in delivering the promised performance, which is a functional part that brings clarity. Further, Planview ProjectPlace increases the value of every transaction, where recording and documentation are well enhanced to bring a concrete way of business coordination. Finally, Planview ProjectPlace has an orderly way of bringing substantial communications.
Read full review 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.
Read full review Reliability and Availability No downtime-issues since the implementation. It has been very stable
Read full review 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.
Read full review Performance 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.
Read full review Support Rating Planview ProjectPlace is quite complex, but it demands better engagement with various stakeholders to initiate a useful work environment. There are credible ways of establishing more live engagement, from direct chats and audio engagements. More so, Planview ProjectPlace is more formal, and this limits some users from outlining their demands or desires in matters of program performance.
Read full review 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.
Read full review In-Person Training 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 Aspire Technologies, Inc.
Originally it was weak, but they have really stepped up.
Read full review Implementation Rating create an extensive change management process to help folks embrace the change
Read full review 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.
Read full review Alternatives Considered It offers a simpler alternative that's easier to manage by the less tech-savvy people. I also think that Planview Projectplace has managed to keep the product updated compared to other project management tools.
Miro is perhaps the one that comes to mind, but while evaluating, we saw fewer issues with Planview Projectplace. Overall, the decision came down to the project manager, that had previous experience and recommended the product. For me, using a product from a smaller company is better because I know that there will be a focus on improving it, unlike, for example, Microsoft products that can be discontinued at any moment.
Read full review 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.
Read full review Scalability It is a bit more difficult to fluently use in large scale implementations
Read full review 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.
Read full review Return on Investment [We have the] ability to support remote work through projects that scale across multiple groups We have large-scale quarterly projects, so the ability to save and duplicate project templates are helpful for us to keep track of tasks down to the specific card 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 Planview ProjectPlace Screenshots