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QuoteWerks vs FileTrac Comparison

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Overview

QuoteWerks is a web-based configure price quote (CPQ) software solution which enables companies of all sizes to create, edit...

FileTrac is a cloud-based claims management system for independent adjusters of all sizes, from small businesses to large,...

  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials
  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials

Video & Screenshots

Pricing

Starting from
$

15

  • Free trial available
  • No credit card required
  • Free account
  • Subscription based
Starting from
$

175

/momonth
  • Free trial available
  • No credit card required
  • Free account
  • Subscription based

User reviews

4.4

5

4

3

2

1

42

29

5

3

0

  • Value for money
  • Ease of use
  • Features
  • Customer support
92%
would recommend this app

5.0

5

4

3

2

1

26

1

0

0

0

  • Value for money
  • Ease of use
  • Features
  • Customer support
100%
would recommend this app

Pros

The software makes it very easy to copy and paste information as well as edit where appropriate. An easy to understand gauge of cost/sales price and profit% allows for simple cost and profit tracking.

AR

Anonymous Reviewer

A great tool for up selling and cross selling to clients. This is a very robust and reliable Quoting package and sits perfectly between Autotask (our CRM package) and Sage (our accounting package).

BR

Balraj R.

While QuoteValet (web-based) appears more modern, the desktop app feels a bit "Windows XP. Overall, fantastic software, extremely affordable, and highly recommended to anyone in the IT industry.

JL

Jory L.

Pros

GREAT PRICING -- Pricing is based on claim counts, making the great product available to ever firm large and small. GREAT SUPPORT - If you have questions, they will respond immediately.

JG

Jason G.

The ability to bulk dispatch using the mapping system and the ability to create your own reports based on our specific need. I am a big fan of their Customer Support Team.

Patrick P.

Our firm has been able to function seamlessly thanks in large part to FileTrac. We have been using FileTrac for over 10 years and is still one of our best business decisions.

JR

Joseph R.

Cons

I tried to contact several times but each time I am having problem connecting. It may be my machine problem but I am a little disappointed.

TR

Tushar R.

Knowledge base sometimes can be though to find information and they send out several updates through out the year, this can be a bit of a problem when trying to stay current.

AR

Anonymous Reviewer

The item numbers are limited to a certain number of characters which causes the sync to QuickBooks to fail if your part is too long.

AR

Anonymous Reviewer

Cons

I struggle to identify a negative to this CMS.

Patrick P.

The adjuster payout & commission module virtually eliminates errors in adjuster payments and charge backs.

JG

Jason G.

  • Vendor responds to reviews
  • Last review4 months ago
  • Vendor responds to reviews
  • Last reviewa year ago

Key features

  • Total features67
  • API
  • Access Controls/Permissions
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Adjustor Management
  • Alerts/Notifications
  • Approval Process Control
  • Approval Workflow
  • Audit Management
  • Audit Trail
  • Automated Quoting
  • Billing & Invoicing
  • Bills of Material
  • CRM
  • Case Management
  • Cataloging/Categorization
  • Claims Management
  • Claims Tracking
  • Client Portal
  • Co-Pay & Deductible Tracking
  • Collaboration Tools
  • Contact Database
  • Contact Management
  • Content Library
  • Content Management
  • Contract/License Management
  • Customer Database
  • Customer History
  • Customer Management
  • Customizable Branding
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Digital Signature
  • Discount Management
  • Document Automation
  • Document Management
  • Document Review
  • Document Storage
  • Document Templates
  • Electronic Claims
  • Electronic Payments
  • Electronic Signature
  • Email Management
  • Estimating
  • Forecasting
  • Forms Management
  • Historical Reporting
  • Inventory Management
  • Invoice Management
  • Knowledge Base Management
  • Multi-Currency
  • Multi-Location
  • Order Management
  • Performance Management
  • Pipeline Management
  • Price and Cost Calculations
  • Pricing Management
  • Product Catalog
  • Product Configurator
  • Proposal Generation
  • Purchase Order Management
  • Quotes/Estimates
  • Real Time Analytics
  • Real Time Data
  • Real Time Notifications
  • Real Time Reporting
  • Reminders
  • Renewal Management
  • Reporting & Statistics
  • Sales Automation
  • Sales Orders
  • Sales Reports
  • Status Tracking
  • Task Scheduling
  • Template Management
  • Templates
  • Third Party Integrations
  • Version Control
  • Workflow Management
  • eCommerce Management
  • Total features34
  • API
  • Access Controls/Permissions
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Adjustor Management
  • Alerts/Notifications
  • Approval Process Control
  • Approval Workflow
  • Audit Management
  • Audit Trail
  • Automated Quoting
  • Billing & Invoicing
  • Bills of Material
  • CRM
  • Case Management
  • Cataloging/Categorization
  • Claims Management
  • Claims Tracking
  • Client Portal
  • Co-Pay & Deductible Tracking
  • Collaboration Tools
  • Contact Database
  • Contact Management
  • Content Library
  • Content Management
  • Contract/License Management
  • Customer Database
  • Customer History
  • Customer Management
  • Customizable Branding
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Digital Signature
  • Discount Management
  • Document Automation
  • Document Management
  • Document Review
  • Document Storage
  • Document Templates
  • Electronic Claims
  • Electronic Payments
  • Electronic Signature
  • Email Management
  • Estimating
  • Forecasting
  • Forms Management
  • Historical Reporting
  • Inventory Management
  • Invoice Management
  • Knowledge Base Management
  • Multi-Currency
  • Multi-Location
  • Order Management
  • Performance Management
  • Pipeline Management
  • Price and Cost Calculations
  • Pricing Management
  • Product Catalog
  • Product Configurator
  • Proposal Generation
  • Purchase Order Management
  • Quotes/Estimates
  • Real Time Analytics
  • Real Time Data
  • Real Time Notifications
  • Real Time Reporting
  • Reminders
  • Renewal Management
  • Reporting & Statistics
  • Sales Automation
  • Sales Orders
  • Sales Reports
  • Status Tracking
  • Task Scheduling
  • Template Management
  • Templates
  • Third Party Integrations
  • Version Control
  • Workflow Management
  • eCommerce Management

Integrations

  • Total integrations29
  • Gmail
  • HubSpot CRM
  • HubSpot Marketing Hub
  • Insightly
  • Mailchimp
  • Marketo Engage
  • Microsoft 365
  • Microsoft Outlook
  • Pipedrive
  • QuickBooks Online
  • QuickBooks Online Advanced
  • Salesforce App Cloud
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • SugarCRM
  • Xero
  • Zapier
  • Zoho CRM
  • Total integrations3
  • Gmail
  • HubSpot CRM
  • HubSpot Marketing Hub
  • Insightly
  • Mailchimp
  • Marketo Engage
  • Microsoft 365
  • Microsoft Outlook
  • Pipedrive
  • QuickBooks Online
  • QuickBooks Online Advanced
  • Salesforce App Cloud
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • SugarCRM
  • Xero
  • Zapier
  • Zoho CRM