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QuoteWerks vs PackageX Mailroom 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...

PackageX Mailroom is the digital mailroom software built for smart teams. We are trusted by WeWork in 100+ cities worldwide...

  • 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

42

29

5

3

0

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

4.3

5

4

3

2

1

13

11

1

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

Very good 'close the loop' case. It feels great to know that, as a customer, I am being heard by you all.

RD

Rodrigo D.

The scanning feature is very nice and smooth to use. The UI also to find pre-scanned names is very comfortable.

PM

Puneet M.

Icons are helpful of packages allocated per member, info included on home screen is great for each individual.

BS

Brittany S.

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

Sometimes notifications have been sent to the wrong person accidentally.

Alex L.

The inability to delete or cancel packages on the mobile app and the incongruencies from the website to the app.

AL

Alexander L.

Sometimes if automatically signs out and its a little difficult to sign back in.

PM

Puneet M.

  • Vendor responds to reviews
  • Last review3 months ago
  • Vendor responds to reviews
  • Last review16 days ago

Key features

  • Total features77
  • API
  • Access Controls/Permissions
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Approval Process Control
  • Approval Workflow
  • Audit Management
  • Audit Trail
  • Automated Quoting
  • Barcode / Ticket Scanning
  • Barcode Recognition
  • Billing & Invoicing
  • Bills of Material
  • CRM
  • Cataloging/Categorization
  • Chat/Messaging
  • Client Portal
  • Collaboration Tools
  • Communication Management
  • Contact Database
  • Contact Management
  • Content Library
  • Content Management
  • Contract/License Management
  • Credit Card Management
  • Customer History
  • Customizable Branding
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Data Transformation
  • Digital Signature
  • Discount Management
  • Document Automation
  • Document Management
  • Document Review
  • Document Templates
  • Duplicate Management
  • Electronic Payments
  • Electronic Signature
  • Email Management
  • Estimating
  • Forecasting
  • Intelligent Mail Support
  • Inventory Management
  • Invoice Management
  • Job Management
  • Knowledge Base Management
  • Labeling
  • Live Chat
  • Location Tracking
  • Mobile Signature Capture
  • Multi-Currency
  • Opportunity Management
  • Order Management
  • Package Tracking
  • Pipeline Management
  • Preview Functionality
  • Price and Cost Calculations
  • Pricing Management
  • Product Catalog
  • Product Configurator
  • Product Data Management
  • Proposal Generation
  • Purchase Order Management
  • Purchasing & Receiving
  • Quotes/Estimates
  • Real Time Data
  • Real Time Notifications
  • Real Time Reporting
  • Reminders
  • Renewal Management
  • Reporting & Statistics
  • Sales Automation
  • Sales Orders
  • Sales Reports
  • Search/Filter
  • Self Service Portal
  • Shipping Labels
  • Shipping Management
  • Signature Capture
  • Status Tracking
  • Template Management
  • Templates
  • Third Party Integrations
  • User Management
  • Version Control
  • Video Management
  • Workflow Management
  • eCommerce Management
  • Total features29
  • API
  • Access Controls/Permissions
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Approval Process Control
  • Approval Workflow
  • Audit Management
  • Audit Trail
  • Automated Quoting
  • Barcode / Ticket Scanning
  • Barcode Recognition
  • Billing & Invoicing
  • Bills of Material
  • CRM
  • Cataloging/Categorization
  • Chat/Messaging
  • Client Portal
  • Collaboration Tools
  • Communication Management
  • Contact Database
  • Contact Management
  • Content Library
  • Content Management
  • Contract/License Management
  • Credit Card Management
  • Customer History
  • Customizable Branding
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Data Transformation
  • Digital Signature
  • Discount Management
  • Document Automation
  • Document Management
  • Document Review
  • Document Templates
  • Duplicate Management
  • Electronic Payments
  • Electronic Signature
  • Email Management
  • Estimating
  • Forecasting
  • Intelligent Mail Support
  • Inventory Management
  • Invoice Management
  • Job Management
  • Knowledge Base Management
  • Labeling
  • Live Chat
  • Location Tracking
  • Mobile Signature Capture
  • Multi-Currency
  • Opportunity Management
  • Order Management
  • Package Tracking
  • Pipeline Management
  • Preview Functionality
  • Price and Cost Calculations
  • Pricing Management
  • Product Catalog
  • Product Configurator
  • Product Data Management
  • Proposal Generation
  • Purchase Order Management
  • Purchasing & Receiving
  • Quotes/Estimates
  • Real Time Data
  • Real Time Notifications
  • Real Time Reporting
  • Reminders
  • Renewal Management
  • Reporting & Statistics
  • Sales Automation
  • Sales Orders
  • Sales Reports
  • Search/Filter
  • Self Service Portal
  • Shipping Labels
  • Shipping Management
  • Signature Capture
  • Status Tracking
  • Template Management
  • Templates
  • Third Party Integrations
  • User Management
  • Version Control
  • Video 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 integrationsN/A
  • 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