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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    QuoteWerks

    Score9.8 out of 10
    N/AQuoteWerks 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

    Shopify

    Score8.7 out of 10
    N/AShopify is a commerce platform designed for both online stores and retail locations. Shopify offers a professional online storefront, a payment solution to accept credit cards, and the Shopify POS application to power retail sales.

    $39

    per month

    Pricing
    QuoteWerksShopify
    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
    Basic Shopify
    $39
    per month
    Grow
    $105
    per month
    Advanced
    $399
    per month
    Shopify Plus
    2,000
    per month
    Shopify Plus
    2,300
    per month
    Offerings
    Pricing Offerings
    QuoteWerksShopify
    Free Trial
    YesYes
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    YesNo
    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.A 25% discount is offered for annual billing.
    More Pricing Information
    Community Pulse
    QuoteWerksShopify
    Considered Both Products
    Aspire Technologies, Inc.
    No answer on this topic
    Shopify
    No answer on this topic
    Key User Insights
    Would buy again
    100%
    Would buy again
    13 Answers
    98%
    Would buy again
    80 Answers
    Delivers good value for the price
    100%
    Delivers good value for the price
    12 Answers
    97%
    Delivers good value for the price
    77 Answers
    Happy with the feature set
    100%
    Happy with the feature set
    13 Answers
    93%
    Happy with the feature set
    76 Answers
    Lived up to sales and marketing promises
    100%
    Lived up to sales and marketing promises
    6 Answers
    93%
    Lived up to sales and marketing promises
    68 Answers
    Implementation went as expected
    100%
    Implementation went as expected
    6 Answers
    95%
    Implementation went as expected
    69 Answers
    Features
    QuoteWerksShopify
    CPQ
    Comparison of CPQ features of QuoteWerks and Shopify
    Feature
    QuoteWerks
    9.1
    33 Ratings
    4% above category average
    Shopify
    -
    Ratings
    Quote sharing/sending8.033 Ratings00 Ratings
    Product configuration10.032 Ratings00 Ratings
    Configuration options10.033 Ratings00 Ratings
    Pricing rules9.026 Ratings00 Ratings
    Price adjustment9.532 Ratings00 Ratings
    Purchase history and open contracts10.028 Ratings00 Ratings
    Guided selling/Sales portal9.021 Ratings00 Ratings
    CPQ reporting & analytics8.521 Ratings00 Ratings
    CPQ-CRM integration8.627 Ratings00 Ratings
    Attachments to quotes9.031 Ratings00 Ratings
    Order capturing9.013 Ratings00 Ratings
    Online Storefront
    Comparison of Online Storefront features of QuoteWerks and Shopify
    Feature
    QuoteWerks
    -
    Ratings
    Shopify
    8.4
    149 Ratings
    7% above category average
    Product catalog & listings00 Ratings8.7149 Ratings
    Product management00 Ratings8.2147 Ratings
    Bulk product upload00 Ratings8.3125 Ratings
    Branding00 Ratings8.6146 Ratings
    Mobile storefront00 Ratings9.1142 Ratings
    Product variations00 Ratings7.9139 Ratings
    Website integration00 Ratings8.7140 Ratings
    Visual customization00 Ratings8.7146 Ratings
    CMS00 Ratings7.6118 Ratings
    Online Shopping Cart
    Comparison of Online Shopping Cart features of QuoteWerks and Shopify
    Feature
    QuoteWerks
    -
    Ratings
    Shopify
    8.5
    141 Ratings
    10% above category average
    Abandoned cart recovery00 Ratings8.2131 Ratings
    Checkout user experience00 Ratings8.8139 Ratings
    Online Payment System
    Comparison of Online Payment System features of QuoteWerks and Shopify
    Feature
    QuoteWerks
    -
    Ratings
    Shopify
    9.4
    143 Ratings
    12% above category average
    eCommerce security00 Ratings9.4143 Ratings
    eCommerce Marketing
    Comparison of eCommerce Marketing features of QuoteWerks and Shopify
    Feature
    QuoteWerks
    -
    Ratings
    Shopify
    8.3
    146 Ratings
    8% above category average
    Promotions & discounts00 Ratings8.4140 Ratings
    Personalized recommendations00 Ratings8.432 Ratings
    SEO00 Ratings8.1135 Ratings
    eCommerce Business Management
    Comparison of eCommerce Business Management features of QuoteWerks and Shopify
    Feature
    QuoteWerks
    -
    Ratings
    Shopify
    8.1
    147 Ratings
    1% above category average
    Multi-site management00 Ratings6.719 Ratings
    Order processing00 Ratings9.0144 Ratings
    Inventory management00 Ratings7.6143 Ratings
    Shipping00 Ratings8.4135 Ratings
    Custom functionality00 Ratings8.7136 Ratings
    Best Alternatives
    QuoteWerksShopify
    Small Businesses
    ConnectWise CPQ
    Score9.1 out of 10
    Ecwid by Lightspeed
    Score10 out of 10
    Medium-sized Companies
    Conga Advantage CPQ
    Score8.9 out of 10
    Shopify Plus
    Score8.9 out of 10
    Enterprises
    Agentforce Revenue Management
    Score8.6 out of 10
    IBM Digital Commerce
    Score9 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    QuoteWerksShopify
    Likelihood to Recommend
    10.0
    (49 ratings)
    8.4
    (162 ratings)
    Likelihood to Renew
    10.0
    (21 ratings)
    10.0
    (16 ratings)
    Usability
    9.0
    (10 ratings)
    8.3
    (16 ratings)
    Availability
    6.0
    (5 ratings)
    10.0
    (2 ratings)
    Performance
    6.0
    (5 ratings)
    10.0
    (1 ratings)
    Support Rating
    8.9
    (9 ratings)
    10.0
    (3 ratings)
    In-Person Training
    5.0
    (1 ratings)
    -
    (0 ratings)
    Online Training
    6.0
    (1 ratings)
    10.0
    (1 ratings)
    Implementation Rating
    9.0
    (6 ratings)
    10.0
    (2 ratings)
    Configurability
    9.7
    (2 ratings)
    -
    (0 ratings)
    Contract Terms and Pricing Model
    -
    (0 ratings)
    10.0
    (1 ratings)
    Ease of integration
    9.8
    (2 ratings)
    10.0
    (1 ratings)
    Product Scalability
    9.0
    (3 ratings)
    10.0
    (1 ratings)
    Vendor post-sale
    9.9
    (2 ratings)
    10.0
    (1 ratings)
    Vendor pre-sale
    9.9
    (2 ratings)
    10.0
    (1 ratings)
    User Testimonials
    QuoteWerksShopify
    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.
    Incentivized
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    Shopify
    Shopify allowed us to handle matrix items and combined listings. Both of which we could not do on our previous platform. There was some customization involved but overall, it did what we needed it to. The one downside was that if we want to change anything we would have to reload the entire set of matrix items manually.
    Incentivized
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    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.
    Incentivized
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    Shopify
    • It's base security and integration with trusted security partners (such as NoFraud) is a game-changer when it comes to reliability and a "hands off approach" for our IT department. The up-time is also very good.
    • It offers a wide range of verified plugins that are (for the most part) easy to install and use for any specific scenario you're looking for.
    • It's Analytics area in the admin is actually nice and offers a wide variety of reports that you can run.
    Incentivized
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    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.
    Incentivized
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    Shopify
    • I would love it if Shopify built an in house app which helped us post UGCs and social proof from platforms such as Instagram, Youtube etc. more seamlessly on our website. Right now, we are able to do it through third party apps but the look and feel is just okay.
    Incentivized
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    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
    Incentivized
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    Shopify
    Nothing we have used in the past or have seen thus far even comes close to offering what we get with Shopify Plus, especially for the price. You cannot even come close to getting what we are getting at the price we pay. We are beyond thrilled and Shopify Plus meets and exceeds all of our needs and expectations. We love it!
    Incentivized
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    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.
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    Shopify
    It is fairly easy to use Shopify regardless of what task you are attempting to perform. Most things are customizable to a degree without requiring coding ability. I have very limited coding experience and have still been able to navigate my way around changing features of the website that require edits to the code with the use of AI and trial-and-error. This previously wasn't possible with the WooCommerce platform.
    Incentivized
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    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
    Shopify
    Shopify support is always available when you need them.
    Incentivized
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    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
    Shopify
    Shopify website speed is quite impressive. Even if we integrate couple apps, it does not hamper the site speed.
    Incentivized
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    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
    Shopify
    In terms of support I give Shopify a 9 out of 10 because they're always very friendly and thorough, and they personally can't solve my problem for me they always point me in the proper direction with the proper information I need to move forward
    Incentivized
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    In-Person Training
    Aspire Technologies, Inc.
    There is in-person training offered in Orlando, but our company did not want to spend the money.
    Incentivized
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    Shopify
    No answers on this topic
    Online Training
    Aspire Technologies, Inc.
    Originally it was weak, but they have really stepped up.
    Incentivized
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    Shopify
    Shopify offered us several trainings to setup a Shopify store, how to build a brand, SEO, product photography etc. All this content have been super helpful in our journey.
    Incentivized
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    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.
    Incentivized
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    Shopify
    Just start now and make the switch, the sooner the better. You will love it and it is really a simple process
    Incentivized
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    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.
    Incentivized
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    Shopify
    Big Commerce and SAP Hybris are two other platforms we've investigated and Shopify is by far easiest to use and customize. While it doesn't do everything out of the box, the apps do fill in many gaps. The cost however, is probably the biggest selling point against these other two options.
    Incentivized
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    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.
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    Shopify
    Shopify has basic to high-end plans. The plans grow with the brand`s growth and I love that about Shopify.
    Incentivized
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    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
    Shopify
    • It got the store up quickly so the client could start selling. She was previously selling products on Etsy and Facebook and wanted to consolidate everything onto one website, so the main thing Shopify solved was to reduce the store owner's time in managing all her products on multiple sites. Also, we had previously built a website on Wix with all the custom functionality and branding she needed - a truly great, high-end website - but it performed so slowly that it was unusable. So the speed at which Shopify can be set up and then works on the page is appreciable.
    • The website was manageable by the client - she could figure the system out herself after a while so she saved money on costs for hiring developers. She did have to hire developers to customize some of the plug-ins but costs are all relative; it wasn't a high investment compared to building a full e-commerce website. With the complexity and size of her product base and the functionality and branding she wanted to have in a website, and the potential of her business, she would have needed to invest well over $10,000 to get to where she really needs to be. In the end she kept the budget under $5000.00.
    • Costs kept climbing with plug-ins having to be added with everything. My client became more involved in building the website and began to try multiple plugins, and she did not have the skill base to evaluate the plugins functionalities so she chose plugins that did not do everything she needed, and then ended up paying the plugin developers to customize the plugins. So on one hand, it's pretty amazing to be able to bring up an e-commerce website as quickly as a week or so, but on the other hand if you need anything customized or deeper functionality in regards to product searching and filtering on the web page, and management on the backend, it quickly goes beyond the skills of the average person to manage, and above their expected budget as well. In the end my client really did not get anything close to the functionality for the website we had originally envisioned.
    • Shopify was the easiest way we could find to bring the client's products to a global market. We evaluated several other platforms and the functionality simple did not seem to be adequate, so Shopify seemed like the only solution that could do enough of what we needed and still stay within this client's budget. Really the problem in this project was not platform per se but that the budget wasn't large enough. Shopify managed to provide a solution for an ecommerce store with thousands of products on a tiny budget, so in the sense of pure functionality it provided the best value of all the platforms we evaluated. The solution still isn't big enough for this client's business though so, without having insights into this client's post-build sales results, my guess is that because her new website did not make her products easier to sort through, and she likely didn't have much more budget left to invest in SEO and other marketing of the website, her sales probably didn't increase substantially as a result of having built the website. So I think this project all in all did not likely have a high ROI.
    Incentivized
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    ScreenShots

    QuoteWerks Screenshots

    Screenshot of An example of a QuoteWerks Proposal