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QuoteWerks vs OneStream 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

OneStream is a unified corporate performance management (CPM) solution which enables businesses to manage their financial...

  • 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

$

100000

  • 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

4.9

5

4

3

2

1

46

6

1

0

0

  • Value for money
  • Ease of use
  • Features
  • Customer support
100%
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

And this extends to the user community as well -- it was amazing the number of times I heard "welcome to the family!" during the user-conference, but I definitely felt that way.

RG

Rob G.

The software is easy to use and is basically capable of anything you need it to be. The Customer support is very responsive to requests for help, as well as ideas for functionality.

AM

Alyssa M.

What I like most is the ability to build the software to our specifications and unique situations.

JD

Jonathan D.

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

This is a tough question because there is not anything I can think of that the software is unable to do or does not do well.

BC

Brian C.

The only downside to OneStream XF that I've encountered is with scheduling - reports, integrations, etc.

KC

Kathryn C.

There is not any one thing that I don't like about the software. There are a lot of features and it just takes time to implement them.

JD

Jonathan D.

  • Vendor responds to reviews
  • Last review6 months ago
  • Vendor responds to reviews
  • Last review2 months ago

Key features

  • Total features67
  • "What If" Scenarios
  • API
  • Access Controls/Permissions
  • Account Reconciliation
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Ad hoc Analysis
  • Ad hoc Reporting
  • Alerts/Notifications
  • Approval Process Control
  • Approval Workflow
  • Asset Lifecycle Management
  • Audit Management
  • Audit Trail
  • Automated Quoting
  • Bank Reconciliation
  • Billing & Invoicing
  • Bills of Material
  • Budgeting/Forecasting
  • CRM
  • Cash Flow Management
  • Cash Management
  • Cataloging/Categorization
  • Client Portal
  • Collaboration Tools
  • Configurable Workflow
  • Consolidation/Roll-Up
  • Contact Database
  • Contact Management
  • Content Library
  • Content Management
  • Contract/License Management
  • Customer History
  • Customizable Branding
  • Customizable Dashboard
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • Data Connectors
  • Data Import/Export
  • Data Visualization
  • Digital Signature
  • Discount Management
  • Document Automation
  • Document Management
  • Document Review
  • Document Templates
  • Drag & Drop
  • Electronic Payments
  • Electronic Signature
  • Email Management
  • Estimating
  • Financial Analysis
  • Financial Management
  • Financial Reporting
  • Forecasting
  • Income & Balance Sheet
  • Inventory Management
  • Invoice Management
  • Key Performance Indicators
  • Knowledge Base Management
  • Marketing Reports
  • Multi-Company
  • Multi-Currency
  • Multi-Department/Project
  • OLAP
  • Order Management
  • Performance Management
  • Performance Metrics
  • Pipeline Management
  • Planning Tools
  • Predictive Analytics
  • Price and Cost Calculations
  • Pricing Management
  • Product Catalog
  • Product Configurator
  • Profit/Loss Statement
  • Projections
  • Proposal Generation
  • Purchase Order Management
  • Qualitative Analysis
  • Quantitative Analysis
  • Quotes/Estimates
  • Real Time Data
  • Real Time Notifications
  • Real Time Reporting
  • Reminders
  • Renewal Management
  • Reporting & Statistics
  • Reporting/Analytics
  • Sales Automation
  • Sales Orders
  • Sales Reports
  • Scenario Planning
  • Scheduled / Automated Reports
  • Scorecards
  • Search/Filter
  • Self-Service Reporting
  • Strategic Planning
  • Template Management
  • Templates
  • Third Party Integrations
  • Version Control
  • Workflow Management
  • eCommerce Management
  • Total features54
  • "What If" Scenarios
  • API
  • Access Controls/Permissions
  • Account Reconciliation
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Ad hoc Analysis
  • Ad hoc Reporting
  • Alerts/Notifications
  • Approval Process Control
  • Approval Workflow
  • Asset Lifecycle Management
  • Audit Management
  • Audit Trail
  • Automated Quoting
  • Bank Reconciliation
  • Billing & Invoicing
  • Bills of Material
  • Budgeting/Forecasting
  • CRM
  • Cash Flow Management
  • Cash Management
  • Cataloging/Categorization
  • Client Portal
  • Collaboration Tools
  • Configurable Workflow
  • Consolidation/Roll-Up
  • Contact Database
  • Contact Management
  • Content Library
  • Content Management
  • Contract/License Management
  • Customer History
  • Customizable Branding
  • Customizable Dashboard
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • Data Connectors
  • Data Import/Export
  • Data Visualization
  • Digital Signature
  • Discount Management
  • Document Automation
  • Document Management
  • Document Review
  • Document Templates
  • Drag & Drop
  • Electronic Payments
  • Electronic Signature
  • Email Management
  • Estimating
  • Financial Analysis
  • Financial Management
  • Financial Reporting
  • Forecasting
  • Income & Balance Sheet
  • Inventory Management
  • Invoice Management
  • Key Performance Indicators
  • Knowledge Base Management
  • Marketing Reports
  • Multi-Company
  • Multi-Currency
  • Multi-Department/Project
  • OLAP
  • Order Management
  • Performance Management
  • Performance Metrics
  • Pipeline Management
  • Planning Tools
  • Predictive Analytics
  • Price and Cost Calculations
  • Pricing Management
  • Product Catalog
  • Product Configurator
  • Profit/Loss Statement
  • Projections
  • Proposal Generation
  • Purchase Order Management
  • Qualitative Analysis
  • Quantitative Analysis
  • Quotes/Estimates
  • Real Time Data
  • Real Time Notifications
  • Real Time Reporting
  • Reminders
  • Renewal Management
  • Reporting & Statistics
  • Reporting/Analytics
  • Sales Automation
  • Sales Orders
  • Sales Reports
  • Scenario Planning
  • Scheduled / Automated Reports
  • Scorecards
  • Search/Filter
  • Self-Service Reporting
  • Strategic Planning
  • 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 integrations4
  • 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