QuoteWerks vs. servicePath CPQ+

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
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
servicePath CPQ+
Score 9.1 out of 10
Mid-Size Companies (51-1,000 employees)
Who are servicePath?: Leading Configure Price Quote (CPQ) platform for technology vendors, Managed Services Providers, software companies, SI's and VARs. The vendor states their CPQ+ thrives with changing market dynamics, complex configuration & sales, resulting in enhanced quote velocity/governance and revenues. They present the solution as ideal for fast and growing markets, as well as highly acquisitive or PE-backed firms with a broad set of products and services that need to…
$75
USD/user/month*(billed annually)
Pricing
QuoteWerksservicePath CPQ+
Editions & Modules
QuoteWerks Standard Edition
$15
per user/per month
QuoteWerks Professional Edition
$20
per user/per month
QuoteWerks Corporate Edition
$29
per user/per month
servicePath CPQ+ Professional Edition
$75
USD/user/month*(billed annually)
servicePath CPQ+ Enterprise Edition
$125
USD/user/month*(billed annually)
Offerings
Pricing Offerings
QuoteWerksservicePath CPQ+
Free Trial
YesYes
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
YesYes
Entry-level Setup FeeOptionalNo setup fee
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.Pricing information for servicePath CPQ is supplied by the software provider or retrieved from publicly accessible pricing materials. Final cost negotiations to purchase servicePath CPQ must be conducted with the vendor.
More Pricing Information
Community Pulse
QuoteWerksservicePath CPQ+
Top Pros
Top Cons
Features
QuoteWerksservicePath CPQ+
CPQ
Comparison of CPQ features of Product A and Product B
QuoteWerks
9.2
32 Ratings
7% above category average
servicePath CPQ+
8.2
1 Ratings
4% below category average
Quote sharing/sending9.132 Ratings7.31 Ratings
Product configuration9.732 Ratings9.11 Ratings
Configuration options9.332 Ratings9.11 Ratings
Pricing rules8.926 Ratings9.11 Ratings
Price adjustment9.332 Ratings9.11 Ratings
Purchase history and open contracts9.727 Ratings7.31 Ratings
Guided selling/Sales portal8.921 Ratings8.21 Ratings
CPQ reporting & analytics8.421 Ratings7.31 Ratings
CPQ-CRM integration8.827 Ratings9.11 Ratings
Attachments to quotes9.430 Ratings7.31 Ratings
Order capturing9.812 Ratings7.31 Ratings
Best Alternatives
QuoteWerksservicePath CPQ+
Small Businesses
PandaDoc
PandaDoc
Score 8.9 out of 10
QuoteWerks
QuoteWerks
Score 9.1 out of 10
Medium-sized Companies
PandaDoc
PandaDoc
Score 8.9 out of 10
QuoteWerks
QuoteWerks
Score 9.1 out of 10
Enterprises
SAP Sales Cloud
SAP Sales Cloud
Score 8.2 out of 10
SAP Sales Cloud
SAP Sales Cloud
Score 8.2 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
QuoteWerksservicePath CPQ+
Likelihood to Recommend
9.4
(48 ratings)
9.1
(1 ratings)
Likelihood to Renew
10.0
(21 ratings)
9.1
(1 ratings)
Usability
9.0
(9 ratings)
8.2
(1 ratings)
Availability
6.0
(5 ratings)
-
(0 ratings)
Performance
6.0
(5 ratings)
-
(0 ratings)
Support Rating
8.9
(9 ratings)
9.1
(1 ratings)
In-Person Training
5.0
(1 ratings)
-
(0 ratings)
Online Training
6.0
(1 ratings)
-
(0 ratings)
Implementation Rating
9.0
(6 ratings)
-
(0 ratings)
Configurability
9.7
(2 ratings)
-
(0 ratings)
Ease of integration
9.8
(2 ratings)
-
(0 ratings)
Product Scalability
9.0
(3 ratings)
-
(0 ratings)
Vendor post-sale
9.9
(2 ratings)
-
(0 ratings)
Vendor pre-sale
9.9
(2 ratings)
-
(0 ratings)
User Testimonials
QuoteWerksservicePath CPQ+
Likelihood to Recommend
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
servicePath
Very well suited to technology and technology service provider businesses. Very much best in its class for those focused on more than just vendor product resale.
Read full review
Pros
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
servicePath
  • Complex configured products and guided selling.
  • Ease of use and setup.
  • Simplification of the complex.
  • Integrations that enable technology companies to sell effectively.
Read full review
Cons
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
servicePath
  • Seamless e-signature for order processing and records closure.
  • Support for evergreen contracts.
  • Offer for SME businesses.
Read full review
Likelihood to Renew
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
servicePath
Quality solution built for our needs.
Read full review
Usability
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
servicePath
Very good usability just needs more documentation for new features.
Read full review
Reliability and Availability
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
servicePath
No answers on this topic
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
servicePath
No answers on this topic
Support Rating
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
servicePath
A quality team who know their product and the industry they operate in.
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
servicePath
No answers on this topic
Online Training
Aspire Technologies, Inc.
Originally it was weak, but they have really stepped up.
Read full review
servicePath
No answers on this topic
Implementation Rating
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
servicePath
No answers on this topic
Alternatives Considered
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
servicePath
ServicePath stood out from the rest due to: a) Product management including cost modeling, through CPQ, and client lifecycle management capability. b) Easy of use and simplification of complex scenarios. c) Easy to use, very capable, no code configured, and guided products.
Read full review
Scalability
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
servicePath
No answers on this topic
Return on Investment
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
servicePath
  • Positive impact on ROI: previous spreadsheet system was at a dead end.
  • Enabled new starters to be more productive early on.
  • Opened up the solution to improved commercial client lifecycle management.
  • Reduced errors and omissions.
Read full review
ScreenShots

QuoteWerks Screenshots

Screenshot of An example of a QuoteWerks Proposal

servicePath CPQ+ Screenshots

Screenshot of Screenshot of Screenshot of Screenshot of Screenshot of