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QuoteWerks vs FinancialForce PSA 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...

Manage projects and gain complete visibility into projects, resources and pipeline all in Salesforce - with FinancialForce PSA

  • 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

No info

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

User reviews

4.4

5

4

3

2

1

44

29

5

3

0

  • Value for money
  • Ease of use
  • Features
  • Customer support
93%
would recommend this app

4.2

5

4

3

2

1

20

25

5

2

0

  • Value for money
  • Ease of use
  • Features
  • Customer support
93%
would recommend this app

Pros

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.

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.

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

Pros

If you have employees and you want to increase performance, this solution is complete. HR departments will thank you, you will save time and headaches.

WM

William M.

It's very easy to learn - with clean interface and powerful tools, you can quickly start utilizing FinancialForce in just a couple of days.

YE

Yoana E.

Excellent analysis tools and integration with Excel supports our multiple reporting and wider organisational needs.

JH

John H.

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

The Project Task Gantt view is the fibrillating heart of the tool and is so annoying I find it hard to get the words out.

SC

Simon C.

Getting to all of that however has been an incredibly complex and frustrating journey and one we are still on.

AR

Anonymous Reviewer

The historic tax burden is not represented correctly. It only reflects the latest tax rate for your stub.

AR

Anonymous Reviewer

  • Vendor responds to reviews
  • Last review24 days ago
  • Vendor responds to reviews
  • Last review5 months ago

Key features

  • Total features67
  • API
  • Access Controls/Permissions
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Approval Process Control
  • Approval Workflow
  • Audit Management
  • Audit Trail
  • Automated Quoting
  • Billing & Invoicing
  • Bills of Material
  • Budget Management
  • CRM
  • Cataloging/Categorization
  • Client Portal
  • Collaboration Tools
  • Contact Database
  • Contact Management
  • Content Library
  • Content Management
  • Contract/License Management
  • Customer History
  • Customizable Branding
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Digital Signature
  • Discount Management
  • Document Automation
  • Document Management
  • Document Review
  • Document Templates
  • Electronic Payments
  • Electronic Signature
  • Email Management
  • Estimating
  • Expense Tracking
  • Forecasting
  • Gantt/Timeline View
  • Inventory Management
  • Invoice Management
  • Knowledge Base Management
  • Milestone Tracking
  • Multi-Currency
  • Multiple Projects
  • Order Management
  • Percent-Complete Tracking
  • Pipeline Management
  • Portfolio Management
  • Price and Cost Calculations
  • Pricing Management
  • Product Catalog
  • Product Configurator
  • Project Management
  • Project Planning/Scheduling
  • Projections
  • Proposal Generation
  • Purchase Order Management
  • Quotes/Estimates
  • Real Time Data
  • Real Time Notifications
  • Real Time Reporting
  • Reminders
  • Renewal Management
  • Reporting & Statistics
  • Reporting/Project Tracking
  • Resource Management
  • Sales Automation
  • Sales Orders
  • Sales Reports
  • Task Management
  • Template Management
  • Templates
  • Third Party Integrations
  • Time & Expense Tracking
  • Time Tracking
  • Version Control
  • Workflow Management
  • eCommerce Management
  • Total features20
  • API
  • Access Controls/Permissions
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Approval Process Control
  • Approval Workflow
  • Audit Management
  • Audit Trail
  • Automated Quoting
  • Billing & Invoicing
  • Bills of Material
  • Budget Management
  • CRM
  • Cataloging/Categorization
  • Client Portal
  • Collaboration Tools
  • Contact Database
  • Contact Management
  • Content Library
  • Content Management
  • Contract/License Management
  • Customer History
  • Customizable Branding
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Digital Signature
  • Discount Management
  • Document Automation
  • Document Management
  • Document Review
  • Document Templates
  • Electronic Payments
  • Electronic Signature
  • Email Management
  • Estimating
  • Expense Tracking
  • Forecasting
  • Gantt/Timeline View
  • Inventory Management
  • Invoice Management
  • Knowledge Base Management
  • Milestone Tracking
  • Multi-Currency
  • Multiple Projects
  • Order Management
  • Percent-Complete Tracking
  • Pipeline Management
  • Portfolio Management
  • Price and Cost Calculations
  • Pricing Management
  • Product Catalog
  • Product Configurator
  • Project Management
  • Project Planning/Scheduling
  • Projections
  • Proposal Generation
  • Purchase Order Management
  • Quotes/Estimates
  • Real Time Data
  • Real Time Notifications
  • Real Time Reporting
  • Reminders
  • Renewal Management
  • Reporting & Statistics
  • Reporting/Project Tracking
  • Resource Management
  • Sales Automation
  • Sales Orders
  • Sales Reports
  • Task Management
  • Template Management
  • Templates
  • Third Party Integrations
  • Time & Expense Tracking
  • Time Tracking
  • 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 integrations10
  • 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