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QuoteWerks vs ERPNext 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...

Category Leaders

ERPNext is a fully open-source ERP system for companies of different sizes (SMBs to Enterprises) across multiple verticals...

  • 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
$

25

/yryear
  • 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

4.7

5

4

3

2

1

58

17

2

2

0

  • Value for money
  • Ease of use
  • Features
  • Customer support
96%
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

Ease of use, Simple Interface, Customizable, Awesome Community, APIs available. Overall this is best value for money for sure.

FA

Faraz A.

Good support for mobile devices. Latest version has nice user interface, and good functionality.

Fred B.

Documentation is more complete and can be supplemented through forums where people are more responsive because they feel like they are a part of a community.

VR

Varun 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

But having all the ERP world suck at UX does not mean that this is an unsolvable problem. Also the documentation of ERPNext is not job or use case driven and very technical at times.

MS

Martin S.

The platform out of the box is very inflexible and at the time of testing many touted features simply were not present or did not behave as advertised.

AR

Anonymous Reviewer

But still I fear about fewer service providers.

KA

KVE ANAND A.

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

Key features

  • Total features67
  • API
  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Approval Process Control
  • Approval Workflow
  • Audit Management
  • Audit Trail
  • Automated Quoting
  • Bank Reconciliation
  • Barcode / Ticket Scanning
  • Billing & Invoicing
  • Bills of Material
  • CRM
  • Cataloging/Categorization
  • Client Portal
  • Collaboration Tools
  • Contact Database
  • Contact Management
  • Content Library
  • Content Management
  • Contract/License Management
  • Customer Database
  • Customer History
  • Customizable Branding
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Digital Signature
  • Discount Management
  • Distribution Management
  • Document Automation
  • Document Management
  • Document Review
  • Document Templates
  • Electronic Payments
  • Electronic Signature
  • Email Management
  • Enterprise Asset Management
  • Estimating
  • Financial Management
  • Forecasting
  • HR Management
  • Inventory Management
  • Inventory Tracking
  • Invoice Management
  • Invoice Processing
  • Knowledge Base Management
  • Manufacturing Planning
  • Multi-Currency
  • Order Management
  • Payroll Management
  • Pipeline Management
  • Price and Cost Calculations
  • Pricing Management
  • Product Catalog
  • Product Configurator
  • Project Management
  • Proposal Generation
  • Purchase Order Management
  • Quotes/Estimates
  • Real Time Data
  • Real Time Notifications
  • Real Time Reporting
  • Reminders
  • Renewal Management
  • Reporting & Statistics
  • Reporting/Analytics
  • Sales Automation
  • Sales Orders
  • Sales Reports
  • Task Management
  • Template Management
  • Templates
  • Third Party Integrations
  • Time & Expense Tracking
  • Version Control
  • Warehouse Management
  • Workflow Management
  • eCommerce Management
  • Total features35
  • API
  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Approval Process Control
  • Approval Workflow
  • Audit Management
  • Audit Trail
  • Automated Quoting
  • Bank Reconciliation
  • Barcode / Ticket Scanning
  • Billing & Invoicing
  • Bills of Material
  • CRM
  • Cataloging/Categorization
  • Client Portal
  • Collaboration Tools
  • Contact Database
  • Contact Management
  • Content Library
  • Content Management
  • Contract/License Management
  • Customer Database
  • Customer History
  • Customizable Branding
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Digital Signature
  • Discount Management
  • Distribution Management
  • Document Automation
  • Document Management
  • Document Review
  • Document Templates
  • Electronic Payments
  • Electronic Signature
  • Email Management
  • Enterprise Asset Management
  • Estimating
  • Financial Management
  • Forecasting
  • HR Management
  • Inventory Management
  • Inventory Tracking
  • Invoice Management
  • Invoice Processing
  • Knowledge Base Management
  • Manufacturing Planning
  • Multi-Currency
  • Order Management
  • Payroll Management
  • Pipeline Management
  • Price and Cost Calculations
  • Pricing Management
  • Product Catalog
  • Product Configurator
  • Project Management
  • Proposal Generation
  • Purchase Order Management
  • Quotes/Estimates
  • Real Time Data
  • Real Time Notifications
  • Real Time Reporting
  • Reminders
  • Renewal Management
  • Reporting & Statistics
  • Reporting/Analytics
  • Sales Automation
  • Sales Orders
  • Sales Reports
  • Task Management
  • Template Management
  • Templates
  • Third Party Integrations
  • Time & Expense Tracking
  • Version Control
  • Warehouse Management
  • 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 integrations18
  • 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