This is your compare tray

Apps you want to compare will be listed here. Launch a head to head comparison at any time.

All categories

QuoteWerks vs Proposify Comparison

search
Add to Compare
Recommended for you
Salesforce CPQ & Billing
PandaDoc
DealHub
Quoter
Better Proposals
RFPIO

Good recommendations?

Overview

QuoteWerks is a web-based configure price quote (CPQ) software solution which enables companies of all sizes to create, edit...

Category Leaders

Proposify helps modern sales teams create, send, track, and e-sign winning proposals, contracts, and agreements.

  • 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

29

5

3

0

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

5

4

3

2

1

174

56

13

5

8

  • Value for money
  • Ease of use
  • Features
  • Customer support
90%
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

It's great to see a SaaS product backed up by brilliant and quick customer support. This is so rare these days.
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.
I loved that it made proposals look more professional. The templates were a great start and the collaboration aspect was very useful.

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

Hard to customize and make design changes. Inability to combine projects.
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.
The tone of the guys is just awful. Max 5 active proposals at any one time.
  • Vendor responds to reviews
  • Last review9 days ago
  • Vendor responds to reviews
  • Last review5 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
  • Automatic Formatting
  • Billing & Invoicing
  • Bills of Material
  • CRM
  • Cataloging/Categorization
  • Chat/Messaging
  • Client Portal
  • Collaboration Tools
  • Configurable Workflow
  • 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 Storage
  • Document Templates
  • Drag & Drop
  • Electronic Payments
  • Electronic Signature
  • Email Management
  • Estimating
  • Forecasting
  • Inventory Management
  • Invoice Management
  • Knowledge Base Management
  • Multi-Currency
  • Opportunity Management
  • Order Management
  • Pipeline Management
  • Pre-built Templates
  • Preview Functionality
  • Price and Cost Calculations
  • Pricing Management
  • Product Catalog
  • Product Configurator
  • Product Data Management
  • Progress Tracking
  • Proposal Generation
  • Purchase Order Management
  • Purchasing & Receiving
  • Quotes/Estimates
  • RFP Creation
  • Real Time Data
  • Real Time Notifications
  • Real Time Reporting
  • Reminders
  • Renewal Management
  • Reporting & Statistics
  • Reporting/Analytics
  • Sales Automation
  • Sales Orders
  • Sales Reports
  • Search/Filter
  • Shipping Management
  • Specialty Contracts
  • Status Tracking
  • Team Collaboration
  • Template Management
  • Templates
  • Third Party Integrations
  • User Management
  • Version Control
  • Video Management
  • Workflow Management
  • eCommerce Management
  • Total features53
  • 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 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 Storage
  • Document Templates
  • Drag & Drop
  • Electronic Payments
  • Electronic Signature
  • Email Management
  • Estimating
  • Forecasting
  • Inventory Management
  • Invoice Management
  • Knowledge Base Management
  • Multi-Currency
  • Opportunity Management
  • Order Management
  • Pipeline Management
  • Pre-built Templates
  • Preview Functionality
  • Price and Cost Calculations
  • Pricing Management
  • Product Catalog
  • Product Configurator
  • Product Data Management
  • Progress Tracking
  • Proposal Generation
  • Purchase Order Management
  • Purchasing & Receiving
  • Quotes/Estimates
  • RFP Creation
  • Real Time Data
  • Real Time Notifications
  • Real Time Reporting
  • Reminders
  • Renewal Management
  • Reporting & Statistics
  • Reporting/Analytics
  • Sales Automation
  • Sales Orders
  • Sales Reports
  • Search/Filter
  • Shipping Management
  • Specialty Contracts
  • Status Tracking
  • Team Collaboration
  • Template Management
  • Templates
  • Third Party Integrations
  • User Management
  • Version Control
  • Video Management
  • Workflow Management
  • eCommerce Management

Integrations

  • Total integrations27
  • 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 integrations34
  • 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. Proposify

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