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QuoteWerks vs iQuoteXpress 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...

Automate your sales proposal process with iQuoteXpress (IQX) and save as much as 70% on the time and costs tied to building,...

  • 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

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

42

28

5

3

0

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

4.9

5

4

3

2

1

12

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.
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).
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.

Pros

Not enoughreviews yet

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.
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.
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.

Cons

Not enoughreviews yet

  • Vendor responds to reviews
  • Last reviewa year ago
  • Vendor responds to reviews
  • Last reviewN/A

Key features

  • Total features58
  • API
  • Access Controls/Permissions
  • Accounting Integration
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Approval Process Control
  • Approval Workflow
  • Audit Management
  • Audit Trail
  • Automated Quoting
  • Automatic Formatting
  • Billing & Invoicing
  • Bills of Material
  • CRM
  • Calendar Management
  • Cataloging/Categorization
  • Client Portal
  • Collaboration Tools
  • Commenting/Notes
  • Contact Database
  • Contact Management
  • Content Library
  • Contract/License Management
  • Credit Card Management
  • Customizable Branding
  • Customizable Templates
  • Data Import/Export
  • Data Transformation
  • Database Support
  • Digital Signature
  • Discount Management
  • Document Management
  • Document Review
  • Document Templates
  • ERP
  • Electronic Signature
  • Email Management
  • Estimating
  • Forecasting
  • Knowledge Base Management
  • Lead Management
  • Monitoring
  • Multi-Location
  • Online Catalog
  • Opportunity Management
  • Pipeline Management
  • Preview Functionality
  • Price and Cost Calculations
  • Pricing Management
  • Product Catalog
  • Product Configurator
  • Product Data Management
  • Progress Reports
  • Proposal Generation
  • Purchasing & Receiving
  • Quotes/Estimates
  • Real Time Data
  • Real Time Reporting
  • Reminders
  • Renewal Management
  • Reporting & Statistics
  • Requirements Management
  • Revision History
  • Sales Automation
  • Sales Forecasting
  • Sales Reports
  • Search/Filter
  • Self Service Portal
  • Shipping Management
  • Status Tracking
  • Summary Reports
  • Template Management
  • Templates
  • Third Party Integrations
  • User Management
  • Version Control
  • Video Management
  • Workflow Management
  • eCommerce Management
  • Total features49
  • API
  • Access Controls/Permissions
  • Accounting Integration
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Approval Process Control
  • Approval Workflow
  • Audit Management
  • Audit Trail
  • Automated Quoting
  • Automatic Formatting
  • Billing & Invoicing
  • Bills of Material
  • CRM
  • Calendar Management
  • Cataloging/Categorization
  • Client Portal
  • Collaboration Tools
  • Commenting/Notes
  • Contact Database
  • Contact Management
  • Content Library
  • Contract/License Management
  • Credit Card Management
  • Customizable Branding
  • Customizable Templates
  • Data Import/Export
  • Data Transformation
  • Database Support
  • Digital Signature
  • Discount Management
  • Document Management
  • Document Review
  • Document Templates
  • ERP
  • Electronic Signature
  • Email Management
  • Estimating
  • Forecasting
  • Knowledge Base Management
  • Lead Management
  • Monitoring
  • Multi-Location
  • Online Catalog
  • Opportunity Management
  • Pipeline Management
  • Preview Functionality
  • Price and Cost Calculations
  • Pricing Management
  • Product Catalog
  • Product Configurator
  • Product Data Management
  • Progress Reports
  • Proposal Generation
  • Purchasing & Receiving
  • Quotes/Estimates
  • Real Time Data
  • Real Time Reporting
  • Reminders
  • Renewal Management
  • Reporting & Statistics
  • Requirements Management
  • Revision History
  • Sales Automation
  • Sales Forecasting
  • Sales Reports
  • Search/Filter
  • Self Service Portal
  • Shipping Management
  • Status Tracking
  • Summary Reports
  • Template Management
  • Templates
  • Third Party Integrations
  • User Management
  • Version Control
  • Video Management
  • Workflow Management
  • eCommerce Management

Integrations

  • Total integrations22
  • Gmail
  • HubSpot CRM
  • HubSpot Marketing Hub
  • Insightly
  • LinkedIn
  • Mailchimp
  • Marketo Engage
  • Microsoft 365
  • Microsoft Outlook
  • Pipedrive
  • QuickBooks Online
  • QuickBooks Online Advanced
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • SugarCRM
  • Xero
  • Zapier
  • Zoho CRM
  • Total integrations5
  • Gmail
  • HubSpot CRM
  • HubSpot Marketing Hub
  • Insightly
  • LinkedIn
  • Mailchimp
  • Marketo Engage
  • Microsoft 365
  • Microsoft Outlook
  • Pipedrive
  • QuickBooks Online
  • QuickBooks Online Advanced
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • SugarCRM
  • Xero
  • Zapier
  • Zoho CRM

Security

  • Encryption of sensitive data at rest
  • HTTPS for all pages (web-based apps)
  • Reports/alerts for security breaches
  • Multifactor authentication options
  • Customer data removed upon service cancellation
  • Encryption of sensitive data at rest
  • HTTPS for all pages (web-based apps)
  • Reports/alerts for security breaches
  • Multifactor authentication options
  • Customer data removed upon service cancellation

QuoteWerks vs. iQuoteXpress

See how QuoteWerks and iQuoteXpress stack up against each other by comparing features, pricing, ratings, integrations, security & more.