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QuoteWerks vs Proposify 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...

Proposify helps SMB sales teams upgrade their proposal workflows. With Proposify, teams create, send, track, and e-sign winning...

  • 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

/user

One-time payment

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

Starting from

49

/user

Per month

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

User reviews

4.4

83

5

4

3

2

1

43

30

7

3

0

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

4.5

259

5

4

3

2

1

174

57

15

5

8

  • Value for money
  • Ease of use
  • Features
  • Customer support
89%
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

I loved that it made proposals look more professional. The templates were a great start and the collaboration aspect was very useful.

KM

Kristina M.

The best feature are the templates for various industry. I use this soft and I recommended to many of my clients as it helps create great looking proposals, keeps track of your sales funnels.

JD

Julia D.

It's great to see a SaaS product backed up by brilliant and quick customer support. This is so rare these days.

AR

Anonymous Reviewer

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

Hard to customize and make design changes. Inability to combine projects.

DK

Dayne K.

Deleting the final page in a section for example is not allowed, so you have to add a new page and then delete. Additionally, some of the button labels can be confusing at first.
AvatarImg

Will G.

The tone of the guys is just awful. Max 5 active proposals at any one time.

LH

Lawry H.

  • Vendor responds to reviews
  • Last review18 days ago
  • Vendor responds to reviews
  • Last reviewa month ago

Key features

  • Total features62
  • API
  • Access Controls/Permissions
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Approval Process Control
  • Approval Workflow
  • Audit Management
  • Audit Trail
  • Automated Quoting
  • Automatic Formatting
  • Billing & Invoicing
  • Bills of Material
  • CRM
  • Cataloging/Categorization
  • Chat/Messaging
  • Client Portal
  • Collaboration Tools
  • Configurable Workflow
  • 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 Storage
  • Document Templates
  • Drag & Drop
  • Electronic Payments
  • Electronic Signature
  • Email Management
  • Estimating
  • For Sales Teams/Organizations
  • Forecasting
  • Knowledge Base Management
  • Multi-Currency
  • Order Management
  • Pipeline Management
  • Pre-built Templates
  • Price and Cost Calculations
  • Pricing Management
  • Process/Workflow Automation
  • Product Catalog
  • Product Configurator
  • Progress Tracking
  • Proposal Generation
  • Quotes/Estimates
  • RFP Creation
  • Real Time Data
  • Real Time Notifications
  • Reminders
  • Renewal Management
  • Reporting & Statistics
  • Reporting/Analytics
  • Sales Automation
  • Sales Orders
  • Sales Reports
  • Search/Filter
  • Specialty Contracts
  • Status Tracking
  • Team Collaboration
  • Template Management
  • Templates
  • Third Party Integrations
  • Version Control
  • Workflow Management
  • eCommerce Management
  • Total features57
  • API
  • Access Controls/Permissions
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Approval Process Control
  • Approval Workflow
  • Audit Management
  • Audit Trail
  • Automated Quoting
  • Automatic Formatting
  • Billing & Invoicing
  • Bills of Material
  • CRM
  • Cataloging/Categorization
  • Chat/Messaging
  • Client Portal
  • Collaboration Tools
  • Configurable Workflow
  • 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 Storage
  • Document Templates
  • Drag & Drop
  • Electronic Payments
  • Electronic Signature
  • Email Management
  • Estimating
  • For Sales Teams/Organizations
  • Forecasting
  • Knowledge Base Management
  • Multi-Currency
  • Order Management
  • Pipeline Management
  • Pre-built Templates
  • Price and Cost Calculations
  • Pricing Management
  • Process/Workflow Automation
  • Product Catalog
  • Product Configurator
  • Progress Tracking
  • Proposal Generation
  • Quotes/Estimates
  • RFP Creation
  • Real Time Data
  • Real Time Notifications
  • Reminders
  • Renewal Management
  • Reporting & Statistics
  • Reporting/Analytics
  • Sales Automation
  • Sales Orders
  • Sales Reports
  • Search/Filter
  • Specialty Contracts
  • Status Tracking
  • Team Collaboration
  • Template Management
  • Templates
  • Third Party Integrations
  • Version Control
  • Workflow Management
  • eCommerce Management

Integrations

  • Total integrations32
  • Gmail
  • HubSpot CRM
  • HubSpot Marketing Hub
  • Insightly
  • Mailchimp
  • Marketo Engage
  • Microsoft 365
  • Microsoft Outlook
  • Pipedrive
  • QuickBooks Online Advanced
  • Quickbooks Online
  • Salesforce Platform
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • SugarCRM
  • Xero
  • Zapier
  • Zoho CRM
  • Total integrations39
  • Gmail
  • HubSpot CRM
  • HubSpot Marketing Hub
  • Insightly
  • Mailchimp
  • Marketo Engage
  • Microsoft 365
  • Microsoft Outlook
  • Pipedrive
  • QuickBooks Online Advanced
  • Quickbooks Online
  • Salesforce Platform
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • SugarCRM
  • Xero
  • Zapier
  • Zoho CRM