QuoteWerks vs. XaitPorter

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

XaitPorter is ideal when a large document, containing many (preferably independent) sections is being created by more than five writers across different office locations and is subject to review by multiple reviewers and requires formal approval. It is particularly suited for external documents which are to be delivered as a non-editable PDF file.

Incentivized

• Organize product data, costing, pricing and images in one central location
• Quickly prepare and disseminate quotes
• Time saved is redirected to other business management activities
• Interface with Act! CRM keeps quotes organized by customer
• Tech support is excellent for the few times I have had to contact them

Incentivized

• Enables several writers to write in the same document at the same time, which means that it is always possible to get the latest version printed and see the current state.
• Because we are limited in the template to a few styles we don't use a lot of time after completion checking up on which style the writers has been using. This saves us a lot of editing.
• Before we got XaitPorter the drawing team didn't get the figures to quality control until the final stages of the process, but now the figures are received as soon as the writer uploads them. This also saves a lot of overtime, because the drawing team is involved earlier on.

Incentivized

• The data structure that is required to set up the "price books" behind the scenes is a little cumbersome until you learn how to do it and practice.
• The sync function for the data is sometimes a little slow in the Standard and Professional editions because of the Access back-end. The Corporate edition uses a MS SQL back-end and is better.

Incentivized

• The dashboard is complex and not easily understood. Since we only worked on a few documents at a time, we went straight into the document and never spent time on the dashboard.
• Being cloud based, the time taken to move from one section of the document to another becomes painful.
• The word import function could be improved.
• There are some functionalities in Word that are not available in XaitPorter. For example you can insert pictures within a table in Word but you cant do that in XaitPorter.

Incentivized

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

It's very basic. More features would be better.

Once you learn how to use the features that benefit you the most, it is an easy program to use. There are daily tips that help to increase your knowledge of what Quotewerks can do and how to utilize these features. This helps users learn and grow with the program.

Incentivized

We find it to be intuitive to use with a simple menu and right-click based functionality in place.

Incentivized

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.

XaitPorter is always there even though we have issues with outages (suddenly the network does not work, but that is internal issue)

Incentivized

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.

Our reports/Tenders complete in a reasonable time frame, actually faster than Word. We have not integrated with other systems or softwares.

Incentivized

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.

They have a clear method for reporting any issues and work hard to get a resolution, keeping me informed of progress.

Incentivized

There is in-person training offered in Orlando, but our company did not want to spend the money.

Incentivized

He was really good. He came from Xait and trained us for several days. He got all involved and answered the questions asked. He was a professional trainee

Incentivized

Originally it was weak, but they have really stepped up.

Incentivized

The online training was really good. They know the way of getting people involved and they answered all questions asked. They were there for us.

Incentivized

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

I was really satisfied with the implementation

Incentivized

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

We looked at every major product and some newer ones. We liked Xait's general robustness and handling of images (despite the issue about the internal library), as well as the output quality in PDF. Also, we're a Mac shop so we could not be chained to a Windows editor.

Incentivized

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.

I just love the system

Incentivized

• Quotewerks has allowed us to improve the accuracy and speed in which we are able to generate and deliver a quote.
• Quotewerks has improved the overall consistency and appearance of our quotes.
• Quotewerks has allowed us to prevent costly pricing mistakes based on stale data or price lists.

Incentivized

• We have seen reduced overtime costs for tender support staff who used to spend a lot of time managing and dealing with version control issues, formatting issues, layout issues and printing issues
• We have experienced that Porter has allowed us to handle more work without increasing our staffing.
• The quality of our submissions has improved both by the switch to Porter, and further by the increased proficiency of both our administrators and writers.

Incentivized