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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

    Startdeliver

    Score10 out of 10
    N/AN/A

    $445

    per month

    Pricing
    QuoteWerksStartdeliver
    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
    $445
    per month
    Offerings
    Pricing Offerings
    QuoteWerksStartdeliver
    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.—
    More Pricing Information
    Community Pulse
    QuoteWerksStartdeliver
    Considered Both Products
    Aspire Technologies, Inc.
    No answer on this topic
    Startdeliver
    No answer on this topic
    Key User Insights
    Would buy again
    100%
    Would buy again
    13 Answers
    No answers on this topic
    Delivers good value for the price
    100%
    Delivers good value for the price
    12 Answers
    No answers on this topic
    Happy with the feature set
    100%
    Happy with the feature set
    13 Answers
    No answers on this topic
    Lived up to sales and marketing promises
    100%
    Lived up to sales and marketing promises
    6 Answers
    No answers on this topic
    Implementation went as expected
    100%
    Implementation went as expected
    6 Answers
    No answers on this topic
    Features
    QuoteWerksStartdeliver
    CPQ
    Comparison of CPQ features of QuoteWerks and Startdeliver
    Feature
    QuoteWerks
    9.1
    33 Ratings
    4% above category average
    Startdeliver
    -
    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
    Security
    Comparison of Security features of QuoteWerks and Startdeliver
    Feature
    QuoteWerks
    -
    Ratings
    Startdeliver
    10.0
    1 Ratings
    16% above category average
    Role-based user permissions00 Ratings10.01 Ratings
    Platform & Infrastructure
    Comparison of Platform & Infrastructure features of QuoteWerks and Startdeliver
    Feature
    QuoteWerks
    -
    Ratings
    Startdeliver
    10.0
    1 Ratings
    14% above category average
    API00 Ratings10.01 Ratings
    Integration with Salesforce.com00 Ratings10.01 Ratings
    Customer Data Extraction / Integration
    Comparison of Customer Data Extraction / Integration features of QuoteWerks and Startdeliver
    Feature
    QuoteWerks
    -
    Ratings
    Startdeliver
    9.5
    1 Ratings
    8% above category average
    Product usage00 Ratings10.01 Ratings
    Help desk / support tickets00 Ratings9.01 Ratings
    Customer Success Management
    Comparison of Customer Success Management features of QuoteWerks and Startdeliver
    Feature
    QuoteWerks
    -
    Ratings
    Startdeliver
    9.4
    1 Ratings
    9% above category average
    NPS surveys00 Ratings9.01 Ratings
    Sponsor tracking00 Ratings9.01 Ratings
    Customer profiles00 Ratings10.01 Ratings
    Automated workflow00 Ratings10.01 Ratings
    Internal collaboration00 Ratings10.01 Ratings
    Customer health scoring00 Ratings9.01 Ratings
    Customer segmentation00 Ratings9.01 Ratings
    CSM Reporting & Analytics
    Comparison of CSM Reporting & Analytics features of QuoteWerks and Startdeliver
    Feature
    QuoteWerks
    -
    Ratings
    Startdeliver
    9.8
    1 Ratings
    16% above category average
    Customer health trends00 Ratings10.01 Ratings
    Engagement analytics00 Ratings10.01 Ratings
    Revenue forecasting00 Ratings9.01 Ratings
    Dashboards00 Ratings10.01 Ratings
    Best Alternatives
    QuoteWerksStartdeliver
    Small Businesses
    ConnectWise CPQ
    Score9.1 out of 10
    ClientSuccess
    Score6 out of 10
    Medium-sized Companies
    Conga Advantage CPQ
    Score8.9 out of 10
    ChurnZero
    Score7.9 out of 10
    Enterprises
    Agentforce Revenue Management
    Score8.6 out of 10
    Gainsight CS
    Score8.8 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    QuoteWerksStartdeliver
    Likelihood to Recommend
    10.0
    (49 ratings)
    10.0
    (1 ratings)
    Likelihood to Renew
    10.0
    (21 ratings)
    -
    (0 ratings)
    Usability
    9.0
    (10 ratings)
    10.0
    (1 ratings)
    Availability
    6.0
    (5 ratings)
    -
    (0 ratings)
    Performance
    6.0
    (5 ratings)
    -
    (0 ratings)
    Support Rating
    8.9
    (9 ratings)
    -
    (0 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
    QuoteWerksStartdeliver
    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
    Startdeliver
    with Startdeliver, we could instantly know what are clients are doing in our platform, even our salesteam testing out prospects. this is such an invaluable insight to have. And by also adding an integration to a CRM, this is just a cheat code done so simply, that competitors can only look in awe.
    Incentivized
    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
    Startdeliver
    • Track the features your clients are using
    • Churn prevention
    • Shared spaces for collaboration
    • Integration
    Incentivized
    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
    Startdeliver
    • Not necessarily a bad thing, but being so simple, it could contain even more advanced features for "customer success", but however, the reason you really use Startdeliver is for its simplicity
    • could be slightly more distinct separation between customers and internal user (you confuse what is what sometimes)
    • I don't fully understand the naming and logic about their new packages, but this is subjective opinion
    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
    Startdeliver
    No answers on this topic
    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
    Startdeliver
    from its incredible UI/X, to its easy to use features, to its native integrations, and to its overall approach to easily keep track of your customer success function as such - if you are not using Startdeliver as a CS team - you must be doing something wrong, so don't hesitate.
    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
    Startdeliver
    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
    Startdeliver
    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
    Startdeliver
    No answers on this topic
    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
    Startdeliver
    No answers on this topic
    Online Training
    Aspire Technologies, Inc.
    Originally it was weak, but they have really stepped up.
    Incentivized
    Read full review
    Startdeliver
    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
    Startdeliver
    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.
    Incentivized
    Read full review
    Startdeliver
    Planhat might be a unicorn headed platform with incredible functions and features as well, but in reality, who will really use all of those features? Most CS teams just wants simplicity, not for things to become rocket science. Stay simple and go for a platform that will keep you grounded to the hardcore basics, and let your CS team do the rest.
    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
    Startdeliver
    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
    Startdeliver
    • saves atleast 30% time per customer
    • Prevents churn thanks to great healthscoring and customer details function
    • becomes an integrated source of truth
    Incentivized
    Read full review
    ScreenShots

    QuoteWerks Screenshots

    Screenshot of An example of a QuoteWerks Proposal