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10+ QuoteWerks Quote Management Alternatives and Competitors

QuoteWerks Quote Management

4.7 User Rating
$5.2 M Revenue
50+ No of Employees
1993 Founded
SaaS Industry
Quote Management Category
Frank Holland CEO
Overview

QuoteWerks is a well-known brand in the quote management software market. QuoteWerks's developers aim to make quote management an easy and smooth-sailing task for businesses. They embedded QuoteWerks with innovative tools that eliminate quote management silos and make the process more streamlined. Thanks to their efforts, QuoteWerks is the go-to quote management app by more than 87,000 customers across 101 countries.

Alternatives

Logo Name Rating CEO Pricing Founded Revenue Employees Location Reviews Customers
Zoho Quote Management 4.7 Sridhar Vembu $5.28 1996 $500 M 9100+ Chennai 2000+ Reviews 13000000+
Qwilr Quote Management 4.5 Dylan Baskind $75 2014 $9.5 M 38+ Australia 3400+ Reviews N/A
DealHub Quote Management 4.6 Eyal Elbahary Custom 2014 $15.7 M 60+ California 4500+ Reviews N/A
SugarCRM Quote Management 4.5 Craig Charlton $80 2004 $106.9 M 450+ Cupertino 400+ Reviews 20000+
QuickQuote 4.4 Tim Bain $12 1995 $3 M 100+ Reno 2000+ Reviews N/A
Oneserve 4.5 Chris Proctor Custom 2010 $3 M 25+ Clyst Honiton 4800+ Reviews N/A
Quoter 4.5 Mike Walsh $129 2011 N/A 25+ Vancouver 3700+ Reviews N/A
Salesflare 4.3 Jeroen Corthout $30 2014 $3 M 10+ Antwerp 3890+ Reviews N/A
GetJobber 4.4 Sam Pillar $29 2011 $5 M 200+ Edmonton 5800+ Reviews N/A
iQuoteXpress 4.3 Arthur Fuss $39 2009 $3.5 M 50+ California 3490+ 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

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 ”

4.25/5 (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 ”

4.75/5 (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 ”

4.5/5 (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

Does QuoteWerks have a free trial?

Yes, QuoteWerks has a free trial. You can get it right now on QuoteWerks’s official website. Getting it won’t require your credit card details. Just sign up for a QuoteWerks free account and you can get the free trial. It grants you full access to QuoteWerks’s main features.

What accounting applications can I integrate with QuoteWerks?

Creating and managing quotes is part of the accounting process. Because of that, QuoteWerks has integrations with three of the best accounting apps in the SaaS market. These accounting apps are:

  • QuickBooks
  • Reckon Accounts
  • Sage 50

You can also integrate other third-party accounting apps. Just consult QuoteWerks’s experts or sales team.

What CRM and PSA apps can I integrate with QuoteWerks?

QuoteWerks’s developers understand that silos hinder smooth business operations. So, they’ve partnered with several CRM and PSA software companies to integrate their platform with QuoteWerks. These are the CRM and PSA app integrations of QuoteWerks:

  • ACT!
  • Datto Autotask
  • ConnectWise Manage
  • GoldMine
  • Google Contacts
  • HubSpot CRM
  • Kaseya BMS
  • Maximizer
  • Microsoft Dynamics
  • Outlook
  • Salesforce
  • Infor
  • SugarCRM
  • Zoho

Does QuoteWerks's monthly billing option have a contract?

No, QuoteWerks’s monthly billing option doesn’t bind you with a contract. So, if you opt to be billed monthly, you can cancel your QuoteWerks subscription at any time. Only the annual billing option binds you with an annual contract.

Alternatives

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