Browse
CRMDatabase ManagementProject ManagementERPExpense ManagementMarketing AutomationAccountingCustomer ServiceBusiness IntelligenceMarketing Resource ManagementContent ManagementSales ManagementInventory managementEmail MarketingPayment ProcessingE-Signature SoftwareContract Management SoftwareCybersecurity SoftwareCMMSLead ManagementBusiness Process ManagementCorporate Performance ManagementCustomer Engagement SoftwareEnterprise Architecture SoftwareBrand Management SoftwareChange Management SoftwareLead Generation SoftwareVideo SharingWorkforce ManagementDocument Management SoftwareReporting SoftwareBilling And Invoicing SoftwareEnterprise Asset ManagementNetwork Security SoftwareData Analytics SoftwareQuality Management SoftwareWeb Conferencing SoftwareWeb Design SoftwareSEO SoftwareData Quality SoftwareRisk Management SoftwareFacility Management SoftwareHelp Desk SoftwareSocial Media Management SoftwareSales Performance ManagementSales Forecasting SoftwareDigital Asset Management SoftwareSupply Chain ManagementFile Sharing SoftwareCPQ SoftwarePartner Management SoftwareEmail Signature SoftwareMarketing Attribution SoftwareCustomer Experience SoftwareBudgeting SoftwareAudit SoftwareHR SoftwareEHS SoftwareKnowledge Management SoftwarePresentation SoftwareVPNWebsite Monitoring SoftwarePR SoftwareMarketing Analytics SoftwareProposal SoftwarePayroll SoftwareIdentity And Access ManagementTask Management SoftwareWeb Analytics SoftwareBusiness Plan softwareArtificial Intelligence SoftwarePhoto EditingVideo EditingVideo Hosting WebsitesDocument Creation SoftwareData Virtualization SoftwareRequirements Management SoftwareVector Graphics SoftwareAfter Effects SoftwareBoard Management SoftwareBusiness Activity Monitoring SoftwarePolicy Management SoftwareOperational Risk Management SoftwareEquipment Maintenance SoftwareProject Portfolio ManagementBusiness Management SoftwareCorporate LMSInternal Communications SoftwareBenefits Administration SoftwareTime Tracking SoftwareTalent Management SoftwareEmployee Scheduling SoftwareEmployee Performance ManagementEmployee Engagement SoftwareVideo Interviewing SoftwareApplicant Tracking SoftwareContact Management SoftwareEmployee Recognition SoftwareEmployee Feedback SoftwareOnboarding SoftwareEmployee Training SoftwareBackground Check SoftwareRecruiting Software360 Degree Feedback SoftwareAttendance Tracking SoftwareEmployee Monitoring SoftwareHR Analytics SoftwareReference CheckWhistleblowing SoftwareSubscription Management SoftwareFraud Detection SoftwareData Loss PreventionInfluencer MarketingReferral MarketingCompensation Management SoftwareProcurement SoftwareDecision Making SoftwareMind Mapping SoftwareComplaint Management SoftwareEnterprise Feedback ManagementEmployee Management SoftwareHCM SoftwareAbsence ManagementMeeting Management SoftwareProduct Lifecycle Management SoftwareEnterprise Search SoftwareData Visualization SoftwareMulti-level MarketingRFP SoftwareIncident Management SoftwareDevOps SoftwareDatabase Security SoftwareExit Interview Management SoftwareInterview SchedulingPEO SoftwareSocial Media Monitoring SoftwareChatbots SoftwareRecruiting Automation SoftwareStaffing SoftwareWorkload AutomationFinancial ManagementBusiness Continuity ManagementSocial Media AnalyticsEndpoint Security SoftwareEnterprise Content ManagementCustomer Communication ManagementProduct Management SoftwareHR Case ManagementNetwork ManagementMaster Data ManagementRemote Support SoftwareClient Portal SoftwareHR Service Delivery SoftwareElectronic Data InterchangePerformance Appraisal SoftwareReference ManagementScreen Sharing SoftwareContract Lifecycle ManagementQuote ManagementDirect Mail Automation SoftwareBudgeting and Forecasting SoftwareDevOps SoftwareBackup SoftwareEvent Stream Processing SoftwareBid Management SoftwareBig Data Processing and Distribution SoftwareRestaurant POS SystemField Service Management SoftwareEndpoint Detection & Response SoftwareRobotic Process Automation SoftwareFleet Management SoftwareCustomer Data Platform SoftwareServicesAccounting ServicesSocial Media AdvertisingData SecurityEmail SecurityBookkeepingInbound MarketingLegal ServicesBusiness Travel ManagementInternational PEORevenue OperationsVirtual ReceptionistWin-Loss AnalysisApplication SecurityEndpoint SecurityIncident ResponseIoT SecurityHR Services ProvidersInternet Service ProvidersManaged Print ServicesManagement Consulting ProvidersNonprofit Consulting ProvidersOutsourced Sales ProvidersSales Consulting ProvidersSales Training ProvidersCloud ServicesIaaS ProvidersCloud HostingCloud MigrationThreat IntelligencePayroll ServicesBackground CheckManagement ConsultingHR ServicesIT Compliance ServicesMerchant ServicesOnline PaymentCloud ComputingIdentity Theft ProtectionQuality AssuranceMaster Data ServicesThreat HuntingTax ServicesAuditing ServicesCredit MonitoringNetwork SecurityEmail Marketing ServicesVPN ServicesRemote DesktopDomain RegistrationCloud StorageHR OutsourcingRide SharingCarpoolingFood DeliveryGrocery DeliveryDog Food DeliveryDog WalkingPet TransportAirlines ServicesKeto Meal DeliveryVegan Meal DeliveryDigital MarketingMusic StreamingDomestic US AirlinesSocial NetworkingDomestic Dubai AirlinesPlant DeliveryMeat DeliveryMeal Kit DeliveryCheapest Meal DeliveryBaby Food DeliveryPet GroomingPet SittingSports StreamingGame StreamingWeb HostingOnline TutoringPhoto PrintingBabySittingCommercial CleaningWeb Design ServicesDirect Mail ServicesConference CallWine DeliveryAnime StreamingEmail EncryptioneCommerce FulfillmentCoffee SubscriptionCredit RepairFrozen Meal DeliveryHealthy Meal DeliveryGluten Free Meal DeliveryPet AdoptionWebsite Monitoring ServicesInstagram GrowthInternational Money TransferTranscription ServicesContent WritingTelemarketingWordpress MaintenanceVirtual OfficeTranslation ServicesMarket ResearchContent EditingMarketing AnalyticsSchool Lunch DeliveryOutsourced Customer SupportLong Distance MovingJunk RemovalOnline Flower DeliveryCloud BackupPhoto BookOnline FaxSocial Media MarketingPacking ServicesAudioBookPhoto ScanningFile HostingMedical BillingPress Release DistributionPlant Delivery ServicesAnswering ServicesDissertation WritingText Message MarketingAlcohol DeliveryResume WritingPush Notification ServicesAward BookingWebsite SecurityContent MarketingFile Sharing ServicesHotel BookingVirtual AssistantCloud GamingProxy ServicesBook PromotionLaundry DeliveryCybersecurity ServicesOnline Interior DesignPlant Based Meal DeliveryMilk DeliveryPest ControlProduce DeliveryVitamin SubscriptionPersonal FinanceLead GenerationData EntryWeb ScrapingTransactional EmailMusic DistributionBack Office OutsourcingPhoto RetouchingCredit Card ProcessingBusiness VPNCloud Log ManagementBirthday Cake DeliveryOn-Hold MessagingEmail VerificationLawn CareHome CareData RecoveryNanny-PayrollTax PreparationTenant ScreeningCar SubscriptionSaaS

10+ QuoteWerks Alternatives and Competitors

QuoteWerks

4.3 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 Rating CEO Pricing Founded Revenue Employees Location Reviews Customers
Apttus CPQ 4.6 Frank Holland $35 2006 $5 M 1000+ California 3000+ Reviews N/A
Salesforce CPQ 4.6 Bob Stutz $75 1999 $57.2 M 49000+ San Francisco 3790+ Reviews N/A
SAP CPQ 4.6 Christian Klein Custom 1990 $2.8 B 100330+ California 1888+ Reviews 320000+
Oracle CPQ 4.5 Safra Catz $149 1977 $39.5 B 136000+ ‎Redwood City 4000+ Reviews 10000+
Configure One 4.4 Michael (Mick) McDonnell Custom 2000 $7.5 M 200+ Illinois 2000+ Reviews 2000+
KBMax 4.7 Kevin Bennett $100 2003 $5.1 M 22+ Austin 3000+ Reviews 3300+
DealHub 4.5 Eyal Elbahary Custom 2014 $15.7 M 60+ California 2900+ Reviews 4500+
PandaDoc CPQ 4.5 Mikita Mikado Custom 2011 $18.5 M 250+ San Francisco 1987+ Reviews 17000+
IBM CPQ 4.4 Kwame Awuku Custom 1983 $800 M 5000+ New York 2400+ Reviews 175+
Infor CPQ 4.6 Kevin Samuelson Custom 2002 $2.8 M 17000+ New York 1878+ Reviews 68000+

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

Image Name Designation Email ID Twitter Linkedin
Christina "Cat"​ Ward Experienced Project Implementation Manager N/A N/A https://www.linkedin.com/in/catmward
Joshua Buzzard Senior Product Specialist N/A N/A https://www.linkedin.com/in/joshuabuzzard
Michael Williams Technical Support Level N/A N/A https://www.linkedin.com/in/michael-williams-3865218

Reviews

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

5/5 (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. ”

4.8/5 (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 ”

3.8/5 (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 Integration
  • 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

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.

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.

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.

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.

How can you update QuoteWerks?

If you already have an older build of the QuoteWerks software, you need to download the update installation program. Next is to start the installation. When installing the updated version, you need to select the same directory as the old version. Then you can simply wait for it to finish updating. Plus, all previous data on the older builds are preserved, so you won’t need to worry about data loss.

Does QuoteWerks integrate with other platforms?

Yes! QuoteWerks aims to provide a flexible software for its users, which can help them increase operational efficiency. With that said, the apps that QuoteWerks integrates with include Salesforce, Gmail, Microsoft Dynamics CRM, Zoho CRM, Microsoft Outlook, SugarCRM, QuickBooks, Amazon Business, Dell Premier, Cisco, and more.

Alternatives

saas