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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

    WordPress

    Score8.7 out of 10
    N/AWordpress is an open-source publishing platform popular with bloggers, and a content management system, known for its simplicity and modifiability. Websites may host their own blogging communities, controlling and moderating content from a single dashboard.

    $3

    per month 6 GB storage

    Pricing
    QuoteWerksWordPress
    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
    Personal
    $4
    per month 6 GB storage
    Premium
    $8
    per month 13 GB storage
    Business
    $25
    per month 50 GB storage
    Commerce
    $45
    per month 50 GB storage
    Enterprise
    Contact for pricing
    Offerings
    Pricing Offerings
    QuoteWerksWordPress
    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.Pricing for Business and Commerce plans vary on number of GB.
    More Pricing Information
    Community Pulse
    QuoteWerksWordPress
    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
    95%
    Would buy again
    108 Answers
    Delivers good value for the price
    100%
    Delivers good value for the price
    12 Answers
    98%
    Delivers good value for the price
    109 Answers
    Happy with the feature set
    100%
    Happy with the feature set
    13 Answers
    96%
    Happy with the feature set
    109 Answers
    Lived up to sales and marketing promises
    100%
    Lived up to sales and marketing promises
    6 Answers
    96%
    Lived up to sales and marketing promises
    95 Answers
    Implementation went as expected
    100%
    Implementation went as expected
    6 Answers
    95%
    Implementation went as expected
    100 Answers
    Features
    QuoteWerksWordPress
    CPQ
    Comparison of CPQ features of QuoteWerks and WordPress
    Feature
    QuoteWerks
    9.1
    33 Ratings
    4% above category average
    WordPress
    -
    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 WordPress
    Feature
    QuoteWerks
    -
    Ratings
    WordPress
    8.1
    159 Ratings
    2% below category average
    Role-based user permissions00 Ratings8.1159 Ratings
    Platform & Infrastructure
    Comparison of Platform & Infrastructure features of QuoteWerks and WordPress
    Feature
    QuoteWerks
    -
    Ratings
    WordPress
    7.9
    134 Ratings
    1% above category average
    API00 Ratings7.9124 Ratings
    Internationalization / multi-language00 Ratings7.8103 Ratings
    Web Content Creation
    Comparison of Web Content Creation features of QuoteWerks and WordPress
    Feature
    QuoteWerks
    -
    Ratings
    WordPress
    8.1
    166 Ratings
    3% above category average
    WYSIWYG editor00 Ratings7.8151 Ratings
    Code quality / cleanliness00 Ratings7.3152 Ratings
    Admin section00 Ratings8.3164 Ratings
    Page templates00 Ratings8.7160 Ratings
    Library of website themes00 Ratings8.7162 Ratings
    Mobile optimization / responsive design00 Ratings8.5161 Ratings
    Publishing workflow00 Ratings8.1154 Ratings
    Form generator00 Ratings7.1131 Ratings
    Web Content Management
    Comparison of Web Content Management features of QuoteWerks and WordPress
    Feature
    QuoteWerks
    -
    Ratings
    WordPress
    8.2
    164 Ratings
    9% above category average
    Content taxonomy00 Ratings8.1142 Ratings
    SEO support00 Ratings7.9148 Ratings
    Bulk management00 Ratings7.5125 Ratings
    Availability / breadth of extensions00 Ratings9.2152 Ratings
    Community / comment management00 Ratings8.2152 Ratings
    Best Alternatives
    QuoteWerksWordPress
    Small Businesses
    ConnectWise CPQ
    Score9.1 out of 10
    Umbraco CMS
    Score7 out of 10
    Medium-sized Companies
    Conga Advantage CPQ
    Score8.9 out of 10
    Square Online
    Score7.7 out of 10
    Enterprises
    Agentforce Revenue Management
    Score8.6 out of 10
    RWS Tridion Sites
    Score9 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    QuoteWerksWordPress
    Likelihood to Recommend
    10.0
    (49 ratings)
    8.6
    (203 ratings)
    Likelihood to Renew
    10.0
    (21 ratings)
    3.7
    (38 ratings)
    Usability
    9.0
    (10 ratings)
    8.1
    (50 ratings)
    Availability
    6.0
    (5 ratings)
    9.5
    (3 ratings)
    Performance
    6.0
    (5 ratings)
    8.6
    (2 ratings)
    Support Rating
    8.9
    (9 ratings)
    10.0
    (11 ratings)
    In-Person Training
    5.0
    (1 ratings)
    7.0
    (1 ratings)
    Online Training
    6.0
    (1 ratings)
    10.0
    (1 ratings)
    Implementation Rating
    9.0
    (6 ratings)
    9.0
    (10 ratings)
    Configurability
    9.7
    (2 ratings)
    10.0
    (1 ratings)
    Ease of integration
    9.8
    (2 ratings)
    8.0
    (1 ratings)
    Product Scalability
    9.0
    (3 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
    QuoteWerksWordPress
    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
    Wordpress is a great solution for a website of nearly any type. It may not be as suitable if a fully custom solution or app is needed, and it does have some limitations when it comes to connecting it to external products (especially if the product doesn't have any support from a native system), and it does require a lot of testing. Multiple plugins in one install are common but also increase the risk of conflicts, and when those do occur, it can be exceptionally time-consuming and tedious to identify what is causing the issue. As third parties create many plugins, you're also at risk with each potential security breach, which needs to be kept in mind. I would be cautious to use WordPress to store any sort of sensitive PPI. That said, it's a wonderful, easily customizable solution for many, many different types of websites and can allow even inexperienced client users with low-tech knowledge to update basics.
    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
    • Easy to use User Interface
    • Coding / Plugin Implementation is awesome
    • There's always a solution available for the platform
    • Security is easy to use and robust
    • Implementation with 3rd party platforms, such as Google's variety of tools
    • Can download and host on your own server or use their hosted servers
    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
    • WordPress breaks often so you need to have someone who understands how to troubleshoot, which can take time and money.
    • Some plugins are easier to customize than others, for example, some don't require any coding knowledge while others do. This can limit your project if you are not a coder.
    • WordPress can be easily hacked, so you also need someone who can ensure your sites are secure.
    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
    Automattic
    The complications we have and the lack of support. Every plugin has a differente team of support in charge and make one plugin work with the other one always affects the website performance. It's a thousand times better to have only one provider with all functionalities included unless you are an expert web developer or have a team dedicated to 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
    Extremely easy to use and train users. It took very little time to get everyone trained and onboarded to start using WordPress. Anytime we had any issues, we were able to find an article or video to help out or we were able to contact support. The menu options are well laid out so it is easy to find what you are looking for.
    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
    Anyone can visit WordPress.org and download a fully functional copy of WordPress free of charge. Additionally, WordPress is offered to users as open-source software, which means that anyone can customize the code to create new applications and make these available to other WordPress users.
    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
    Automattic
    Mostly, any performance issues have to do with using too many plugins and these can sometimes slow down the overall performance of your site. It is very tempting to start adding lots of plugins to your WordPress site, however, as there are thousands of great plugins to choose from and so many of them help you do amazing things on your site. If you begin to notice performance issues with your WordPress site (e.g. pages being slow to load), there are ways to optimize the performance of your site, but this requires learning the process. WordPress users can learn how to optimize their WordPress sites by downloading the WPTrainMe WordPress training plugin (WPTrainMe.com) and going through the detailed step-by-step WordPress optimization tutorials.
    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.
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    Automattic
    I give this rating, which I believe to be a great rating for a community based support system that's surrounding it. Most platforms and products have their own, and as WordPress does have their own team that help here and there, a lot of it's handled by community involvement with dedicated users who are experts with the system who love to help people.
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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
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    Automattic
    Varies by the person providing training. High marks as it's incredibly easy to find experienced individuals in your community to provide training on any aspect of WordPress from content marketing, SEO, plugin development, theme design, etc. Less than 10 though as the training is community based and expectations for a session you find may fall short.
    Read full review
    Online Training
    Aspire Technologies, Inc.
    Originally it was weak, but they have really stepped up.
    Incentivized
    Read full review
    Automattic
    It is very easy to find online resources to learn how to do just about anything with WordPress.
    Read full review
    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
    WordPress is not a great solution if you have: 1) A larger site with performance / availability requirements. 2) Multiple types of content you want to share - each with its own underlying data structure. 3) Multiple sites you need to manage. For very small sites where these needs are not paramount, WordPress is a decent solution
    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
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    Automattic
    WordPress isn't as pretty or easy to use as certain competitors like Jimdo, Squarespace or HubSpot, but it makes up for it with its affordability, familiarity and the ability to find quality outside help easily. The same can't be said for certain competitors, as you might need to find an expert and it could get costly.
    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.
    Read full review
    Automattic
    WordPress is completely scalable. You can get started immediately with a very simple "out-of-the box" WordPress installation and then add whatever functionality you need as and when you need it, and continue expanding. Often we will create various WordPress sites on the same domain to handle different aspects of our strategy (e.g. one site for the sales pages, product information and/or a marketing blog, another for delivering products securely through a private membership site, and another for running an affiliate program or other application), and then ties all of these sites together using a common theme and links on each of the site's menus. Additionally, WordPress offers a multisite function that allows organizations and institutions to manage networks of sites managed by separate individual site owners, but centrally administered by the parent organization. You can also expand WordPress into a social networking or community site, forums, etc. The same scalability applies to web design. You can start with a simple design and then scale things up to display sites with amazing visual features, including animations and video effects, sliding images and animated product image galleries, elements that appear and fade from visitor browsers, etc. The scaling possibilities of WordPress are truly endless.
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    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
    • Allowed us to being all websites under a single umbrella, saving costs on similar products.
    • It's increased our website turn time and made us faster and more efficient at launching websites.
    • Edits and tweaks happen much faster as we have a customized environment.
    Incentivized
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    ScreenShots

    QuoteWerks Screenshots

    Screenshot of An example of a QuoteWerks Proposal