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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

    Slack

    Score9 out of 10
    N/ASlack is a group messaging or team collaboration app that aims to simplify communication for businesses. Features include open discussions, private groups, and direct messaging, as well as deep contextual search and message archiving, and file sharing. Slack integrates with a number of other tools, such as MailChimp, Dropbox, and Google Drive. Slack was acquired by Salesforce in December 2020. The product is free to use, and also has paid plans with more features and greater controls. The…

    $8.75

    per month per user

    Pricing
    QuoteWerksSlack
    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
    Free
    $0
    Pro
    $7.25*
    per month per user
    Business+
    $12.50*
    per month per user
    Enterprise
    Contact Sales
    Offerings
    Pricing Offerings
    QuoteWerksSlack
    Free Trial
    YesYes
    Free/Freemium Version
    NoYes
    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.*Per active user, per month, when paying once a year. Pro is $8.75 USD per active user when paying month to month. Business+ is $15.00 USD per active user when paying month to month.
    More Pricing Information
    Community Pulse
    QuoteWerksSlack
    Considered Both Products
    Aspire Technologies, Inc.
    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, …
    Incentivized
    Salesforce
    No answer on this topic
    Key User Insights
    Would buy again
    100%
    Would buy again
    13 Answers
    97%
    Would buy again
    503 Answers
    Delivers good value for the price
    100%
    Delivers good value for the price
    12 Answers
    99%
    Delivers good value for the price
    426 Answers
    Happy with the feature set
    100%
    Happy with the feature set
    13 Answers
    98%
    Happy with the feature set
    510 Answers
    Lived up to sales and marketing promises
    100%
    Lived up to sales and marketing promises
    6 Answers
    98%
    Lived up to sales and marketing promises
    295 Answers
    Implementation went as expected
    100%
    Implementation went as expected
    6 Answers
    99%
    Implementation went as expected
    330 Answers
    Features
    QuoteWerksSlack
    CPQ
    Comparison of CPQ features of QuoteWerks and Slack
    Feature
    QuoteWerks
    9.1
    33 Ratings
    4% above category average
    Slack
    -
    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
    Project Management
    Comparison of Project Management features of QuoteWerks and Slack
    Feature
    QuoteWerks
    -
    Ratings
    Slack
    7.9
    628 Ratings
    2% above category average
    Task Management00 Ratings7.6430 Ratings
    Gantt Charts00 Ratings6.961 Ratings
    Scheduling00 Ratings7.8363 Ratings
    Workflow Automation00 Ratings8.0396 Ratings
    Mobile Access00 Ratings9.4601 Ratings
    Search00 Ratings8.2608 Ratings
    Visual planning tools00 Ratings7.3275 Ratings
    Communication
    Comparison of Communication features of QuoteWerks and Slack
    Feature
    QuoteWerks
    -
    Ratings
    Slack
    8.7
    636 Ratings
    9% above category average
    Chat00 Ratings9.6635 Ratings
    Notifications00 Ratings8.7632 Ratings
    Discussions00 Ratings9.2620 Ratings
    Surveys00 Ratings8.1413 Ratings
    Internal knowledgebase00 Ratings7.8412 Ratings
    Integrates with GoToMeeting00 Ratings8.9110 Ratings
    Integrates with Gmail and Google Hangouts00 Ratings8.7182 Ratings
    Integrates with Outlook00 Ratings8.9120 Ratings
    File Sharing & Management
    Comparison of File Sharing & Management features of QuoteWerks and Slack
    Feature
    QuoteWerks
    -
    Ratings
    Slack
    8.4
    603 Ratings
    4% above category average
    Versioning00 Ratings8.2326 Ratings
    Video files00 Ratings8.2541 Ratings
    Audio files00 Ratings8.4527 Ratings
    Document collaboration00 Ratings7.9429 Ratings
    Access control00 Ratings8.3411 Ratings
    Advanced security features00 Ratings8.3362 Ratings
    Integrates with Google Drive00 Ratings9.0211 Ratings
    Device sync00 Ratings9.0455 Ratings
    Best Alternatives
    QuoteWerksSlack
    Small Businesses
    ConnectWise CPQ
    Score9.1 out of 10
    Flock
    Score9.5 out of 10
    Medium-sized Companies
    Conga Advantage CPQ
    Score8.9 out of 10
    Troop Messenger
    Score9.8 out of 10
    Enterprises
    Agentforce Revenue Management
    Score8.6 out of 10
    Cisco Business Edition 7000 (discontinued)
    Score9 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    QuoteWerksSlack
    Likelihood to Recommend
    10.0
    (49 ratings)
    9.1
    (639 ratings)
    Likelihood to Renew
    10.0
    (21 ratings)
    10.0
    (25 ratings)
    Usability
    9.0
    (10 ratings)
    9.0
    (255 ratings)
    Availability
    6.0
    (5 ratings)
    10.0
    (2 ratings)
    Performance
    6.0
    (5 ratings)
    10.0
    (2 ratings)
    Support Rating
    8.9
    (9 ratings)
    10.0
    (68 ratings)
    In-Person Training
    5.0
    (1 ratings)
    -
    (0 ratings)
    Online Training
    6.0
    (1 ratings)
    -
    (0 ratings)
    Implementation Rating
    9.0
    (6 ratings)
    8.9
    (5 ratings)
    Configurability
    9.7
    (2 ratings)
    10.0
    (2 ratings)
    Contract Terms and Pricing Model
    -
    (0 ratings)
    10.0
    (1 ratings)
    Ease of integration
    9.8
    (2 ratings)
    9.7
    (2 ratings)
    Product Scalability
    9.0
    (3 ratings)
    10.0
    (1 ratings)
    Professional Services
    -
    (0 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
    QuoteWerksSlack
    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
    Read full review
    Salesforce
    Slack is ideal for Scrum and agile teams that need continuous communication during sprint planning, daily stand-ups, backlog refinement, testing, and retrospectives. Slack is well-suited for maintaining team knowledge through searchable conversations and dedicated channels, where experienced team members help onboard new QA analysts.
    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.
    Incentivized
    Read full review
    Salesforce
    • Customer issues: Threads feature allows us to group a particular issue in a single thread and discuss within that thread. I can use the thread link to embed in JIRA ticket for tracking progress in JIRA (which is our details engineering tracking system).
    • Ability to add folder to Slack channel helps keep important information, documents easily accessible. e.g., we use this to keep a "ramp up" folder that can be used by any new joiner.
    • Global search is effective when I forget which group a particular message was in.
    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.
    Incentivized
    Read full review
    Salesforce
    • Would love a better integration with GitHub. For example, notifications when your PR is updated, when review is requested, @-mention in comments, etc.
    • Improved "Later" tab, for example the ability to create to-do lists or making the "Later" tab into a more powerful to-do list (annotate items with notes)
    • More powerful integrations, e.g. Google Calendar could render a calendar view within Slack, rather than sending the daily schedule
    Incentivized
    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
    Incentivized
    Read full review
    Salesforce
    To be more transparent, I give 10 because Slack serves our collaboration needs. It provide us a good platform for team communication relaying important update within the company, it has even mobile app where you can install in your phone to monitor any updates within that team that needs your immediate attention and intervention.
    Incentivized
    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
    Salesforce
    Slack has good usability. Devs that are not familiar with the platform are able to jump into conversations and start sharing code and links within just minutes. Non developers are also able to understand the layout such as the Project Managers that are keeping the projects on track. We have not seen any tickets where employees are having trouble understanding Slack.
    Incentivized
    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
    Salesforce
    Yes, the app works 24/7. I don't even recall having any period that we could not use since the implementation. Even the maintenance periods are barely noticeable and our work is not impacted by it when it happens.
    Incentivized
    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
    Salesforce
    Slack is a soft app, we don't have many issues with it. I recall one or two people complaining about something during our usage period, but I didn't have a bad experience. When the app is slow, usually the problem is with my computer or my internet. The app works just fine.
    Incentivized
    Read full review
    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
    Salesforce
    Whenever I've had to troubleshoot an issue with Slack (which, to be honest, has not happened very often), their online documentation has been easy to locate, easy to understand, and effective in resolving my issue. Slack's ever-growing popularity also means that there's a large community of practice out there that can be depended upon.
    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
    Read full review
    Salesforce
    No answers on this topic
    Online Training
    Aspire Technologies, Inc.
    Originally it was weak, but they have really stepped up.
    Incentivized
    Read full review
    Salesforce
    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.
    Incentivized
    Read full review
    Salesforce
    I was not part of the implementation team, but I recall being 100% happy and excited to learn and use a new tool. I'm still am to be honest.
    Incentivized
    Read full review
    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
    Read full review
    Salesforce
    I like Slack better than ClickUp, because I would spend 30-60 minutes a day updating my ClickUp tasks. The way ClickUp was used was very micromanaging. I billed by the hour, so I was willing to put in the time to alert the boss what tasks I was working on.
    One of my jobs used Hive - I mostly just ran it in the background in case anyone messaged me. I did not use it often.
    Incentivized
    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
    Salesforce
    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
    Salesforce
    • Slack has been incredibly helpful in connecting various tech apps and ecosystems, creating a more streamlined and responsive process.
    • Slack has made it significantly easier to communicate with our team members across multiple time zones, creating a more engaging environment for our all-remote team.
    Incentivized
    Read full review
    ScreenShots

    QuoteWerks Screenshots

    Screenshot of An example of a QuoteWerks Proposal