What users are saying about
Top Rated
57 Ratings
Top Rated
57 Ratings
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Score 8.3 out of 100
1 Rating
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Score 10 out of 100

Likelihood to Recommend

QuoteWerks

QuoteWerks really shines in its flexibility and powerful integrations with multiple CRM/account systems. It is well suited for technical users but isn't as streamlined as some of the more vertical integrations like the ones that exist between ConnectWise Sell and Manage. Their commitment to offering reasonable pricing without moving to a per user/month model also makes it attractive for companies trying to save money on recurring monthly spend.
Nathaniel Bannister | TrustRadius Reviewer

VisibleThread Docs

VT is fabulous to proposal writing as it created for that. It can also be used for ANY type of persuasive or technical writing. If you can write it, VT can help to make the writing better. BUT!!! if you are writing news articles or descriptive writing, this is NOT the software for you. VT works to eliminate fluff, ambiguous words, exaggerations, run-on sentences, improper grammar, misspelled words, sentence fragments, etc. VT also works to eliminate passive writing. As with any software, use it for what it was created - and find something else for the rest.
Anonymous | TrustRadius Reviewer

Feature Rating Comparison

CPQ

QuoteWerks
8.3
VisibleThread Docs
Quote sharing/sending
QuoteWerks
9.6
VisibleThread Docs
Product configuration
QuoteWerks
8.6
VisibleThread Docs
Configuration options
QuoteWerks
8.5
VisibleThread Docs
Pricing rules
QuoteWerks
8.7
VisibleThread Docs
Price adjustment
QuoteWerks
8.8
VisibleThread Docs
Purchase history and open contracts
QuoteWerks
6.9
VisibleThread Docs
Guided selling/Sales portal
QuoteWerks
7.4
VisibleThread Docs
CPQ reporting & analytics
QuoteWerks
6.9
VisibleThread Docs
CPQ-CRM integration
QuoteWerks
6.6
VisibleThread Docs
Attachments to quotes
QuoteWerks
9.4
VisibleThread Docs
Order capturing
QuoteWerks
10.0
VisibleThread Docs

Pros

QuoteWerks

  • QuoteWerks integrates well with our ERP, Connectwise and pulls the information back and forth well between the two.
  • QuoteWerks integrates with our Distributors, Ingram Micro and Tech Data and pulls current pricing into the quote, which saves time having to go back and forth between applications.
  • QuoteWerks provides professional looking quotes that we can submit to our customers.
Sue Scott | TrustRadius Reviewer

VisibleThread Docs

  • Acronym finder - the best acronym finder I have used! This creates an Excel spreadsheet with the acronyms and their definitions in an alphabetically sorted worksheet ... AND this worksheet includes actual sentences from the document showing how and where the acronym was used.
  • Compare documents - WOW! what a wonderful update! You get an Excel worksheet with the 2 compared documents side-by-side showing differences in red and statements with no changes in blue.
  • Starter compliance matrix (SCM) - again, one of the best SCM-creators I have used. This choice is quick, concise, and the resulting Excel worksheet is easy to manipulate and change.
Anonymous | TrustRadius Reviewer

Cons

QuoteWerks

  • There is much room for improvement in setting up new users and transferring QW from one computer to another. You have to call QW and get a seed number which can at times be a hassel for a California based business because QW support works 9 to 5 Eastern Standard - A little extra time in the afternoon would be much appreciated
  • The pricing for Quote valet combined with the cost for annual update maintenance puts it in the price range of web based subscription programs
  • The program needs to run on a users computer and therefore when there is a computer problem the rep can't quote - As noted above it is a hassle to set up new users or transfer the program. This shortcoming is a serious one and made us consider a web based quoting solution. However, as of this date none of them offer the functionality of QW. However, the technology is moving fast and I will continue to look for the day when I am not dependent on an individual machine.
Douglas Borses | TrustRadius Reviewer

VisibleThread Docs

  • Dictionaries - I would like to see more "canned" dictionaries. We create our own, but I know that VT has more that they can supply, giving us more quick turnaround changes (versus always having to start from scratch).
Anonymous | TrustRadius Reviewer

Likelihood to Renew

QuoteWerks

QuoteWerks 8.0
Based on 20 answers
Although I have been using QuoteWerks for 15 years, there are still many features in the current version I have not fully explored. It's just *that* feature-rich! Still, there are other features and online delivery methods currently awaiting, plus new features I am very excited to engage. The price of QuoteWerks is also quite reasonable, keeping our data exactly as we want it - on premise and affordable!
Paul Marentette | TrustRadius Reviewer

VisibleThread Docs

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

VisibleThread Docs

No score
No answers yet
No answers on this topic

Reliability and Availability

QuoteWerks

QuoteWerks 6.0
Based on 6 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

VisibleThread Docs

No score
No answers yet
No answers on this topic

Performance

QuoteWerks

QuoteWerks 6.0
Based on 6 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

VisibleThread Docs

No score
No answers yet
No answers on this topic

Support Rating

QuoteWerks

QuoteWerks 8.9
Based on 9 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

VisibleThread Docs

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

VisibleThread Docs

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

VisibleThread Docs

No score
No answers yet
No answers on this topic

Implementation Rating

QuoteWerks

QuoteWerks 9.0
Based on 6 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

VisibleThread Docs

No score
No answers yet
No answers on this topic

Alternatives Considered

QuoteWerks

At the time that we selected QuoteWerks there was not quoting software "married" to ConnectWise. We viewed both products and since the products were very similar we chose the product that more closely fit our budget. QuoteWerks fit the bill.
Anonymous | TrustRadius Reviewer

VisibleThread Docs

We reviewed many other products but found all of them did not have the extent of tasks that VT had. These searches were over 5 years ago and many of the products reviewed are no longer available. In addition, some software still in existence have merit, just not to the extent we need. I do not want to give anyone a bad rating just because we did not choose them. Again, choose the right software for the right job!
Anonymous | TrustRadius Reviewer

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

VisibleThread Docs

No score
No answers yet
No answers on this topic

Return on Investment

QuoteWerks

  • Positive: organized, consistent quotes
  • Positive: reduced time to generate/modify quotes
  • Negative: has sometimes given our customers the false impression that we are providing an exact quote, not a cost estimate. We have been trying several different ways of expressing this on the quote.
Anonymous | TrustRadius Reviewer

VisibleThread Docs

  • We reduced proposal writing time and output. By reducing time, we gained time for work in other areas of proposal handling. I used to need 3-5 DAYS to create an acronym list. Now, with VT, I do the same work in 1-2 hours!
  • VT is for proposal WRITING and not for proposal HANDLING. Our proposal managers and coordinators do the handling part.
Anonymous | TrustRadius Reviewer

Screenshots

Pricing Details

QuoteWerks

General

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

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.

VisibleThread Docs

General

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

VisibleThread Docs Editions & Modules

Additional Pricing Details

Rating Summary

Likelihood to Recommend

QuoteWerks
7.9
VisibleThread Docs
10.0

Likelihood to Renew

QuoteWerks
8.0
VisibleThread Docs

Usability

QuoteWerks
9.0
VisibleThread Docs

Reliability and Availability

QuoteWerks
6.0
VisibleThread Docs

Performance

QuoteWerks
6.0
VisibleThread Docs

Support Rating

QuoteWerks
8.9
VisibleThread Docs

In-Person Training

QuoteWerks
5.0
VisibleThread Docs

Online Training

QuoteWerks
6.0
VisibleThread Docs

Implementation Rating

QuoteWerks
9.0
VisibleThread Docs

Scalability

QuoteWerks
9.0
VisibleThread Docs

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