What users are saying about
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Top Rated
78 Ratings
This review does not include a rating.

QuoteWerks

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Top Rated
78 Ratings
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Score 8.8 out of 100
This review does not include a rating.

Feature Set Ratings

    CPQ

    8.8

    QuoteWerks

    88%

    Sofon Sales Configurator

    Feature Set Not Supported
    N/A
    QuoteWerks ranks higher in 11/11 features

    Quote sharing/sending

    9.2
    92%
    32 Ratings
    N/A
    0 Ratings

    Product configuration

    8.8
    88%
    32 Ratings
    N/A
    0 Ratings

    Configuration options

    8.6
    86%
    31 Ratings
    N/A
    0 Ratings

    Pricing rules

    8.6
    86%
    26 Ratings
    N/A
    0 Ratings

    Price adjustment

    8.5
    85%
    32 Ratings
    N/A
    0 Ratings

    Purchase history and open contracts

    8.6
    86%
    27 Ratings
    N/A
    0 Ratings

    Guided selling/Sales portal

    8.6
    86%
    21 Ratings
    N/A
    0 Ratings

    CPQ reporting & analytics

    8.5
    85%
    21 Ratings
    N/A
    0 Ratings

    CPQ-CRM integration

    9.4
    94%
    27 Ratings
    N/A
    0 Ratings

    Attachments to quotes

    9.0
    90%
    29 Ratings
    N/A
    0 Ratings

    Order capturing

    9.3
    93%
    12 Ratings
    N/A
    0 Ratings

    Attribute Ratings

      Likelihood to Recommend

      9.0

      QuoteWerks

      90%
      48 Ratings

      Sofon Sales Configurator

      N/A
      0 Ratings

      Likelihood to Renew

      8.0

      QuoteWerks

      80%
      20 Ratings

      Sofon Sales Configurator

      N/A
      0 Ratings

      Usability

      9.0

      QuoteWerks

      90%
      9 Ratings

      Sofon Sales Configurator

      N/A
      0 Ratings

      Availability

      6.0

      QuoteWerks

      60%
      10 Ratings

      Sofon Sales Configurator

      N/A
      0 Ratings

      Performance

      6.0

      QuoteWerks

      60%
      10 Ratings

      Sofon Sales Configurator

      N/A
      0 Ratings

      Support Rating

      8.9

      QuoteWerks

      89%
      18 Ratings

      Sofon Sales Configurator

      N/A
      0 Ratings

      In-Person Training

      5.0

      QuoteWerks

      50%
      1 Rating

      Sofon Sales Configurator

      N/A
      0 Ratings

      Online Training

      6.0

      QuoteWerks

      60%
      1 Rating

      Sofon Sales Configurator

      N/A
      0 Ratings

      Implementation Rating

      9.0

      QuoteWerks

      90%
      12 Ratings

      Sofon Sales Configurator

      N/A
      0 Ratings

      Product Scalability

      9.0

      QuoteWerks

      90%
      3 Ratings

      Sofon Sales Configurator

      N/A
      0 Ratings

      Likelihood to Recommend

      QuoteWerks

      If you are always handling a lot of quotes and different proposals then you will find the perfect solution in the features offered by QuoteWerks. It is great for automating most of the sales process. If you are looking to collaborate with your team members using this software then unfortunately you won't be able to.
      Emelda Daka | TrustRadius Reviewer

      Sofon Sales Configurator

      No answers on this topic

      Pros

      QuoteWerks

      • 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.
      Nathaniel Bannister | TrustRadius Reviewer

      Sofon Sales Configurator

      No answers on this topic

      Cons

      QuoteWerks

      • 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.
      Sue Scott | TrustRadius Reviewer

      Sofon Sales Configurator

      No answers on this topic

      Pricing Details

      QuoteWerks

      General

      Free Trial
      Yes
      Free/Freemium Version
      Premium Consulting/Integration Services
      Yes
      Entry-level set up fee?
      Optional

      Starting Price

      $15 per user/per month

      QuoteWerks Editions & Modules

      Edition
      QuoteWerks Standard Edition$151
      QuoteWerks Professional Edition$201
      QuoteWerks Corporate Edition$291
      1. per user/per month
      Additional Pricing 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.

      Sofon Sales Configurator

      General

      Free Trial
      Free/Freemium Version
      Premium Consulting/Integration Services
      Entry-level set up fee?
      No

      Starting Price

      Sofon Sales Configurator Editions & Modules

      Additional Pricing Details

      Likelihood to Renew

      QuoteWerks

      QuoteWerks 8.0
      Based on 20 answers
      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
      Douglas Borses | TrustRadius Reviewer

      Sofon Sales Configurator

      No score
      No answers yet
      No answers on this topic

      Usability

      QuoteWerks

      QuoteWerks 9.0
      Based on 9 answers
      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.
      Stephen Siggs | TrustRadius Reviewer

      Sofon Sales Configurator

      No score
      No answers yet
      No answers on this topic

      Reliability and Availability

      QuoteWerks

      QuoteWerks 6.0
      Based on 10 answers
      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.
      Stephen Siggs | TrustRadius Reviewer

      Sofon Sales Configurator

      No score
      No answers yet
      No answers on this topic

      Performance

      QuoteWerks

      QuoteWerks 6.0
      Based on 10 answers
      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.
      Stephen Siggs | TrustRadius Reviewer

      Sofon Sales Configurator

      No score
      No answers yet
      No answers on this topic

      Support Rating

      QuoteWerks

      QuoteWerks 8.9
      Based on 18 answers
      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.
      Gary Perkins | TrustRadius Reviewer

      Sofon Sales Configurator

      No score
      No answers yet
      No answers on this topic

      In-Person Training

      QuoteWerks

      QuoteWerks 5.0
      Based on 1 answer
      There is in-person training offered in Orlando, but our company did not want to spend the money.
      David C. Noe | TrustRadius Reviewer

      Sofon Sales Configurator

      No score
      No answers yet
      No answers on this topic

      Online Training

      QuoteWerks

      QuoteWerks 6.0
      Based on 1 answer
      Originally it was weak, but they have really stepped up.
      David C. Noe | TrustRadius Reviewer

      Sofon Sales Configurator

      No score
      No answers yet
      No answers on this topic

      Implementation Rating

      QuoteWerks

      QuoteWerks 9.0
      Based on 12 answers
      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.
      Sue Scott | TrustRadius Reviewer

      Sofon Sales Configurator

      No score
      No answers yet
      No answers on this topic

      Alternatives Considered

      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 much information is better than too little.
      Justin Gipp | TrustRadius Reviewer

      Sofon Sales Configurator

      No answers on this topic

      Scalability

      QuoteWerks

      QuoteWerks 9.0
      Based on 3 answers
      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.
      Stephen Siggs | TrustRadius Reviewer

      Sofon Sales Configurator

      No score
      No answers yet
      No answers on this topic

      Return on Investment

      QuoteWerks

      • 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.
      Paul Marentette | TrustRadius Reviewer

      Sofon Sales Configurator

      No answers on this topic

      Screenshots

      Sofon Sales Configurator

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