10+ QuoteWerks Alternatives and Competitors

QuoteWerks

8.6 User Rating
$5.2 M Revenue
50+ No of Employees
1993 Founded
SaaS Industry
CPQ Software Category
Frank Holland CEO
Overview

QuoteWerks is an all-in-one CPQ software app that is programmed to streamline businesses and organizations’ quoting processes. QuoteWerks provides high-end CPQ features that are exclusively programmed for its users, such as document editing, document creation, document locking, tax rate lookup, deposit amount management, and so much more. Also, QuoteWerks has more than 50 integrations to third-party apps, including Salesforce.com, Microsoft Dynamics, Microsoft Outlook, Sugar CRM, and Infor CRM. Branded as an all-in-one sales quoting and proposal software solution, QuoteWerks emerge to integrate efficiency in every CPQ process. QuoteWerks also centralizes CPQ data and eliminates unwanted costs. Today, with over 86,000+ users that trust QuoteWerks for CPQ processes, the platform is now branded as one of the best CPQ software today, competing against other platforms like Salesforce CPQ, Oracle CPQ, Configure One, DealHub, PandaDoc CPQ, Apttus CPQ, QuoteWerks, and Infor CPQ. On top of that, QuoteWerks also becomes one of the highest-earning CPQ providers as a company, earning more than $5 million in revenue.

Alternatives

Logo Name Sort Rating Sort CEO Pricing Sort Founded Sort Revenue Sort Employees Sort Location Sort Reviews Sort Customers Sort
Apttus CPQ Apttus CPQ 9.3 Frank Holland $35 2006 $5 M
1,000+
California 3000+ Reviews
N/A
Salesforce CPQ Salesforce CPQ 9.2 Bob Stutz $75 1999 $57.2 M
49,000+
San Francisco 3790+ Reviews
N/A
SAP CPQ SAP CPQ 9.2 Christian Klein N/A 1990 $2.8 B
100,330+
California 1888+ Reviews
320K +
KBMax KBMax 9.2 Kevin Bennett $100 2003 $5.1 M
22+
Austin 3000+ Reviews
3.3K +
Infor CPQ Infor CPQ 9.2 Kevin Samuelson N/A 2002 $2.8 M
17,000+
New York 1878+ Reviews
68K +
Oracle CPQ Oracle CPQ 9 Safra Catz $149 1977 $39.5 B
136,000+
‎Redwood City 4000+ Reviews
10K +
DealHub DealHub 9 Eyal Elbahary N/A 2014 $15.7 M
60+
California 4500+ Reviews
N/A
PandaDoc CPQ PandaDoc CPQ 9 Mikita Mikado N/A 2011 $18.5 M
250+
San Francisco 1987+ Reviews
17K +
IBM CPQ IBM CPQ 8.9 Kwame Awuku N/A 1983 $800 M
5,000+
New York 2400+ Reviews
175 +
Configure One Configure One 8.8 Michael (Mick) McDonnell N/A 2000 $7.5 M
200+
Illinois
2000+ Reviews
N/A

Pricing

Standard Edition
$15/mo/Monthly
$13.75/mo/Yearly
Create Quotes, Orders, Invoices
Purchase Orders (Simple)
Unlimited Product Databases
Reporting
Professional Edition
$20/mo/Monthly
$18.33/mo/Yearly
Create Quotes, Orders, Invoices
Purchase Orders (Simple)
Unlimited Product Databases
Reporting
Corporate Edition
$29/mo/Monthly
$26.58/mo/Yearly
Create Quotes, Orders, Invoices
Purchase Orders (Simple)
Unlimited Product Databases
Reporting

Key Employees

ImageNameDesignationLinkedin
Christina Christina "Cat"​ WardExperienced Project Implementation Managerhttps://www.linkedin.com/in/catmward
Joshua BuzzardJoshua BuzzardSenior Product Specialisthttps://www.linkedin.com/in/joshuabuzzard
Michael WilliamsMichael WilliamsTechnical Support Levelhttps://www.linkedin.com/in/michael-williams-3865218

Reviews

“ Simple Quoting Software that is integrated in our Suppliers online databases ”

10/10 (overall) - Brian R
Pros
  • Provides customized quotes. It was easy for us to create customized quotes, including necessary attachments for different types of sales. This streamlined our quoting process tremendously.
  • Connection to ConnectWise is seamless. It is very easy to follow a quote, find and review a quote, both current and past without losing a great deal of time.
Cons
  • The spell check feature is by the most annoying feature. It checks every little thing and usually you can’t even tell what it is checking.
  • Error messages while saving & tech support takes a while to fix.

“ A great partner, QuoteWerks. ”

8.5/10 (overall) - Javier R
Pros
  • Have multiple templates for quotes/proposals – this is good as you may want to include different information depending on product lines quoted, but at the same time make sure the same information is included everytime you quote the same thing.
  • Enforcing rules on who can edit quotes so you don’t have to worry about people making changes to someone else’s quotes.
Cons
  • For the last year everytime ConnectWise updates we have issues with the saving/link between ConnectWise and quotewerks.
  • App integration. It requires a 3rd party tool to integrate with Pipedrive CRM.

“ Good Quoting Software with Intergrations ”

7.5/10 (overall) - Verified reviewer
Pros
  • Formatting of quotes.
  • Vendor integrations enabling automated addition of products.
Cons
  • Web-based functionality is limited.
  • Retail financing options are limited and require complicated imports.

Features

  • Access Control
  • Analytics
  • API
  • Accounting Intergration
  • Agile Software Development
  • Application Integration
  • Assignment Management
  • Billing & Invoicing
  • Campaign Analysis
  • CRM Integration
  • Campaign Management
  • Collaboration Tools
  • Collaborative Workspace
  • Team Collaboration
  • Security

Images & Videos

Q & A

Q. What is QuoteWerks used for?

The QuoteWerks app is a CPQ software for businesses of all sizes and offers both cloud and on-premise deployment. This platform aims to help users accelerate their quoting processes by allowing them to automate their workflows. On top of that, QuoteWerks enables you to create high end branded quotes in a matter of minutes.

Q. How much does QuoteWerks cost?

If interested in using QuoteWerks for your daily operations, you should know that the platform offers three superb paid plans. These are the Standard Edition plan ($15/user/month), the Professional Edition plan ($20/user/month), and the Corporate Edition plan ($29/user/month). If you are looking for discounted prices, QuoteWerks also offers an annual billing period, which you can get one month for free. Aside from that, it also offers users a one time payment option, including volume pricing discounts. If interested, all you need to do is contact QuoteWerks’ sales team.

Q. Does QuoteWerks come with a free trial?

Good news! For potential yet reluctant customers of QuoteWerks, it offers users a free trial period which lasts for 30 days. With the free trial period, you can create quotes faster, create standardized quotes, automate purchasing processes, and much more. To get started on the free trial, all you need to do is fill out a form on QuoteWerks’ website.

Q. How can you install QuoteWerks?

If you purchased a monthly or yearly subscription of the QuoteWerks app, the first thing to do is ensure that you have administrative rights to install a software on your server or desktop. The next step is to follow the installation guidelines provided by QuoteWerks.