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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    QuoteWerks

    Score9.7 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

    WooCommerce Subscriptions

    Score8.7 out of 10
    N/AWooCommerce Subscriptions is a premium extension for WooCommerce which supports recurring payments and subscription-based services and products.N/A
    Pricing
    QuoteWerksWooCommerce Subscriptions
    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
    No answers on this topic
    Offerings
    Pricing Offerings
    QuoteWerksWooCommerce Subscriptions
    Free Trial
    YesNo
    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
    QuoteWerksWooCommerce Subscriptions
    Considered Both Products
    Aspire Technologies, Inc.
    No answer on this topic
    Automattic
    No answer on this topic
    Key User Insights
    Would buy again
    100%
    Would buy again
    13 Answers
    100%
    Would buy again
    9 Answers
    Delivers good value for the price
    100%
    Delivers good value for the price
    12 Answers
    100%
    Delivers good value for the price
    9 Answers
    Happy with the feature set
    100%
    Happy with the feature set
    13 Answers
    100%
    Happy with the feature set
    9 Answers
    Lived up to sales and marketing promises
    100%
    Lived up to sales and marketing promises
    6 Answers
    100%
    Lived up to sales and marketing promises
    9 Answers
    Implementation went as expected
    100%
    Implementation went as expected
    6 Answers
    100%
    Implementation went as expected
    9 Answers
    Features
    QuoteWerksWooCommerce Subscriptions
    CPQ
    Comparison of CPQ features of QuoteWerks and WooCommerce Subscriptions
    Feature
    QuoteWerks
    9.1
    33 Ratings
    4% above category average
    WooCommerce Subscriptions
    -
    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
    Best Alternatives
    QuoteWerksWooCommerce Subscriptions
    Small Businesses
    ConnectWise CPQ
    Score9.1 out of 10
    2Checkout from Verifone
    Score8.6 out of 10
    Medium-sized Companies
    Conga Advantage CPQ
    Score8.9 out of 10
    Chargebee
    Score8.5 out of 10
    Enterprises
    Agentforce Revenue Management
    Score8.6 out of 10
    Zuora
    Score8.5 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    QuoteWerksWooCommerce Subscriptions
    Likelihood to Recommend
    10.0
    (49 ratings)
    8.9
    (8 ratings)
    Likelihood to Renew
    10.0
    (21 ratings)
    10.0
    (1 ratings)
    Usability
    9.0
    (10 ratings)
    8.1
    (4 ratings)
    Availability
    6.0
    (5 ratings)
    -
    (0 ratings)
    Performance
    6.0
    (5 ratings)
    -
    (0 ratings)
    Support Rating
    8.9
    (9 ratings)
    9.0
    (3 ratings)
    In-Person Training
    5.0
    (1 ratings)
    -
    (0 ratings)
    Online Training
    6.0
    (1 ratings)
    -
    (0 ratings)
    Implementation Rating
    9.0
    (6 ratings)
    9.0
    (1 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
    QuoteWerksWooCommerce Subscriptions
    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
    Automattic
    WooCommerce Subscriptions is a solid option for WordPress based eCommerce sites, particularly if you are already using WooCommerce as your eCommerce platform. It works for simple subscriptions, allows for customization in terms of email notifications, pricing, coupons, etc. It obviously would not be a good fit for non-WordPress websites, and it may be too much if all you need are very simple subscription plans.
    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
    Automattic
    • Recurring payments
    • Dunning / retrying of payments if it fails the first time
    • Automatically removing access if payments fail
    • Keeping records of who is on which subscription
    • Users can manage their own subscription
    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
    Automattic
    • Better syncing to ActiveCampaign for renewal reminders
    • Make it easier for clients to update their credit cards and have it automatically apply to all subscriptions
    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
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    Automattic
    We are very likely to renew our Woo Commerce subscriptions add on. We are dedicated to WordPress and plan to grow our business significantly. Woo Commerce subscriptions enables us to manage and extend our subscription revenue easily. We did not have this a few years ago and we have seen the uplift in revenue from using it!
    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
    Automattic
    I like almost everything about WooCommerce Subscriptions EXCEPT one of the main reasons we started using it has never worked out. When we started this subscription box company, I discovered that it was difficult to track how many of each unique product we needed to order to fulfill subscriptions. In my naivete, I thought it was a simple task . 4 years later, I have recently developed my own custom solution (after learning 5 different programming languages) and I now use the WooCommerce and WooCommerce Subscriptions API to get the data I need from the store en masse. Basically, I offer multiple selections that customers can make as part of their subscriptions. WooCommerce does not offer totals or reports for anything up that is not tracked using a 'variation ID' which you have to manually generate. My products have 80 or so variations per product sometimes and the WooCommerce system was actually a little buggy when I tried setting them all up at once so I gave up. Now I know that without that info, the selections in orders are treated as metadata and handled almost as if they are not relevant to the order
    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
    Automattic
    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
    Automattic
    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
    Automattic
    The ticketing system of WooCommerce and WooCommerce Subscriptions is not state of the art. I wish it were an intercom type of support, But I honestly very rarely need support so it's partially a non-issue. Documentation is also very good so it preemptively addresses things that you might typically need support on. One thing I hate about WooCommerce plugins' support MO is that you're always asked to reset to the standard WP theme and deactivate all plugins, which is near impossible to do in a production environment. So their preliminary steps for offering support are highly onerous.
    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
    Automattic
    No answers on this topic
    Online Training
    Aspire Technologies, Inc.
    Originally it was weak, but they have really stepped up.
    Incentivized
    Read full review
    Automattic
    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
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    Automattic
    It was a smooth and easy implementation for us. Downloaded the add-on and made a few integrations to salesforce and shipstation and we were up and running within a day
    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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    Automattic
    We liked that WooCommerce Subscriptions was easier to implement, use, and (slightly) modify over Shopify's subscription model. We can implement and grow Wordpress and WooCommerce (with subscriptions) on our micro-sites fairly quickly and without much long term hassle. The UI is pretty easy to navigate, and the code is a bit simpler than Shopify's (from what we reviewed).
    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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    Automattic
    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
    Automattic
    • Increased recurring monthly/yearly revenue
    • Decreased time spent managing billing and subscriptions manually
    • Eliminated manual onboarding time, creating accounts by hand, etc.
    Incentivized
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    ScreenShots

    QuoteWerks Screenshots

    Screenshot of An example of a QuoteWerks Proposal