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QuoteWerks vs Quoter 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...

Quoter is a modern, cloud-based quoting platform that helps technology service providers sell more and get paid faster.

  • 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
$

99

/momonth
  • 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

4.6

5

4

3

2

1

29

6

0

3

0

  • Value for money
  • Ease of use
  • Features
  • Customer support
93%
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 is very easy to use and easy to import product price books. We are very happy with it and the pricing is awesome for what it can do.
Socket makes beautiful quotes in minuets. It has a unique ability to give good clear easy to use cost breakdowns between recurring services and transactionable items on a single quote.
I cannot say enough great things about the team at Socket - excellent, forward-thinking product along with excellent customer service.

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

Overall experience has been average, the product is let down by the terrible support.
Socket has no customization at all. The biggest challenge we found is that each line item would not display its discount.
Be it Quickbooks, Freshbooks, Mailchimp, Paypal, Zoho, Salesforce, and so many more, it is "set and forget.
  • Vendor responds to reviews
  • Last review2 months ago
  • Vendor responds to reviews
  • Last review2 months ago

Key features

  • Total features77
  • API
  • Access Controls/Permissions
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Administrative Reporting
  • Alerts/Notifications
  • Approval Process Control
  • Approval Workflow
  • Audit Management
  • Audit Trail
  • Automated Quoting
  • Billing & Invoicing
  • Bills of Material
  • CRM
  • Cataloging/Categorization
  • Client Portal
  • Collaboration Tools
  • 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
  • Electronic Payments
  • Electronic Signature
  • Email Management
  • Email Tracking
  • Estimating
  • Forecasting
  • Inventory Management
  • Invoice Management
  • Knowledge Base Management
  • Lead Management
  • Multi-Currency
  • Opportunity Management
  • Order Management
  • 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 Management
  • Template Management
  • Templates
  • Third Party Integrations
  • User Management
  • Version Control
  • Video Management
  • Workflow Management
  • eCommerce Management
  • Total features26
  • API
  • Access Controls/Permissions
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Administrative Reporting
  • Alerts/Notifications
  • Approval Process Control
  • Approval Workflow
  • Audit Management
  • Audit Trail
  • Automated Quoting
  • Billing & Invoicing
  • Bills of Material
  • CRM
  • Cataloging/Categorization
  • Client Portal
  • Collaboration Tools
  • 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
  • Electronic Payments
  • Electronic Signature
  • Email Management
  • Email Tracking
  • Estimating
  • Forecasting
  • Inventory Management
  • Invoice Management
  • Knowledge Base Management
  • Lead Management
  • Multi-Currency
  • Opportunity Management
  • Order Management
  • 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 Management
  • 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
  • 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 integrations23
  • 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

User reviews that mention these apps

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend5/10

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QuoteWerks

Works well - does what it is supposed to do

Reviewed 4 years ago

Comprehensive quoting tool to give our customers accurate quotes.

Pros

Provides a quoting tool to use for our customers. Manually need to update several different databases on a daily/weekly basis.

Cons

Does not integrate with other products we use. Some issues with Windows updates/database - now causes crashes when loading.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend2/10

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QuoteWerks

Quotewerks does exactly what the name describes... makes quotes.

Reviewed 3 years ago

It makes quotes and sends quotes to customers. Offers the ability to make revisions to quotes and keep the originals.

Pros

Easy to set up and easy to use. Minimal "bells and whistles" keeps you on task and making quotes. Great for the first step of the sales process only and sending out for invoicing to another product.

Cons

Great software for the first step of the sales process only however... 1) Not all info is searchable. 2) Does not integrate with many programs and not all fields integrate. 3) "Tickle" or reminder functions minimal and only in quote valet. 4) reports are clunky and minimal without paying to customize. 5) No workflow automation. 6) Minimal notifications as to quote progresses or when approved to client...

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend6/10

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QuoteWerks

Intuitive Quote Management, Updates Can be Tricky

Reviewed 2 months ago

Overall, QuoteWerks is a positive product to use, but my not be for less technical companies du to upgrade concerns.

Pros

QuoteWerks allows for easy quote management. The product helps create and track quotes with few frustrations.

Cons

Updates to the product can be tricky. Make sure that you have a SQL Egineer available to help with upgrade issues.

Vendor response

Eli, Thank you for the review. I understand your concern with self-hosted SQL installations. This is one of several reasons why we now offer a cloud hosting option where we manage your SQL data for QuoteWerks. This also helps when using QuoteWerks Web (QuoteWerks in a browser as opposed to Desktop). More information about the QuoteWerks Database Hosting Subscription can be found here: https://www.quotewerks.com/pricelist.asp#QuoteWerksDBHosting Thank you again, The QuoteWerks Team

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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QuoteWerks

Happily wed to QuoteWerks for 17 years

Reviewed 3 years ago

It's the lifeblood of our operation.

Pros

1. Easily quote custom-configurable products 2. Great start to finish application from quote to order to invoice 3. Exceptional customer service

Cons

1. Won't store its own customer database - requires external CRM 2. Reports contain multiple results for same document - requires massaging data in Excel

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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QuoteWerks

Completely changed the way we deliver quotes!

Reviewed 3 years ago

Simplified quoting and approval process.

Pros

The software - especially when combined with QuoteValet, has changed the way we deliver quotes. It makes it SO much easier to deliver professional quotes.

Cons

It can be a little tricky to take advantage of the product database. I still feel like I'm massaging our product list even after 5 years. It just takes time to get it right.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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QuoteWerks

Software is easy to use

Reviewed 3 years ago

Its our quoting/invoicing software

Pros

I like the reporting function. As a Director of Operations, these reports are valuable to me to stay on track

Cons

never ending updates. We crash more than I would like When I work remotely it fails far more easily (crashes) Would likle way to have USD to CAD daily rates

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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QuoteWerks

Love this Product

Reviewed 3 years ago

Ease of sending quotes and invoices.

Pros

I love the ease of creating and sending quotes to our customers. I also love being able to turn the quote into an invoice

Cons

There is nothing I have a problem with using QuoteWerks. I have never had any issues as it always works great with no issues.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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QuoteWerks

Quick and Easy

Reviewed 3 years ago

We used to create quotes in Word, and that was cumbersome. QuoteWerks has saved us time and makes our quotes look more professional.

Pros

Creating quotes is very easy with QuoteWerks. I especially like the templates, it allows me to have most of my quotes created, and all I have to do is make some minor tweaks. It also integrates with our Contact Management software, and that saves me time when it comes to scheduling calls and forecasting sales

Cons

There is not any glaring issues that I have with the system that are worth mentioning.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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QuoteWerks

QuoteWerks User Review.

Reviewed 3 years ago

Our quotes look much more profession!

Pros

QuoteWerks has turned our quotes from mediocre at best interaction with our customers, to a very professional looking and branding document.

Cons

The template interface should be easier. Especially with pictures.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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QuoteWerks

Fairly solid for the most part

Reviewed 3 years ago
Pros

QuoteWerks does provide a number of strong features that I'm looking for in a quoting tool. It enables me to customize a number of things so that I can fine tune my quotes and has some very needed pricing tools in place to make quoting easier.

Cons

QuoteWerks doesn't seem to integrate too well with my Sage programs. It does an "okay" job but there should be a stronger focus on integrating.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend3/10

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QuoteWerks

QuoteWerks

Reviewed 2 years ago

QuoteWerks software does create professional looking quotes.

Pros

Software was relatively easy to use but it was also very unstable. We used this program for 10+ years and it was good enough to get us through day to day operations.

Cons

Thought QuoteWerks was very unstable and lacked many features that a quoting program should include.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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QuoteWerks

QuoteWerks makes things much easier!

Reviewed 3 years ago

QuoteWerks over as a company is wonderful. I attended the workshop in Orlando and just loved it!

Pros

QuoteWerks makes the ability to quickly send a prospect/customer a quote in a matter of minutes as well as the ability to track the quote with QuoteValet!

Cons

Most of the cons have been fixed in the latest releases

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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QuoteWerks

Review

Reviewed 7 years ago

As with every quoting tool there are challenges. By and large it has been a much better way to get quotes out than we have ever had

Pros

No pros were added to this review

Cons

No cons were added to this review

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend2/10

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QuoteWerks

Not so good for Bosnia...

Reviewed 5 years ago

Our experience with QW is disappointing. We were expecting to solve few issues within our quoting process but unfortunately we will be looking for another solution.

Pros

Only pro is that it is cheap.

Cons

Lots of it. If you are solution provider doing a bit more complex projects where customers demanding several different quotes to see where they stand, can't support different character set like we are working in English only world (this created really unprofessional looking quotes), can't handle VAT in way it is according to the law or it can't create options on quotes where different VAT calculations are included. I won't even mention issues with proposals which are more complex then quotes.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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QuoteWerks

I have been using for over 10 years, Love it!

Reviewed 3 years ago

Quick, easy, and efficient quote to order to invoice process. All of the accounting/crm programs have some type of quoting module but none of them come close to QuoteWerks.

Pros

I love the flexibility of being able to format the quotes the way I want them to look to the customer. The product listing and pricing options are very easy to use, and I can adjust on the fly very easily. Being able to sync with Quick Books Online ia great plus also.

Cons

Needs to be able to send appointments to Google Calendar. They work with Google Contacts and Gmail, why not Calendar?? Some of the features require moving to a higher level package and I am so comfortable with what I have, I have decided to do without. Just what works for me.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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QuoteWerks

We use Quotewerks daily to quote services and product sales.

Reviewed 3 years ago

helps our sales team to quote, track, and win projects!

Pros

QuoteWerks can be customized to suit the needs of your business. Products are stored in the database to easily select for future quotes. It integrates with Quickbooks sending the quote over to be invoiced. Emails are sent to the addresses you specify alerting that a project has been won.

Cons

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.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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QuoteWerks

Fantastic tool for building and managing your sales opportunities and quotes.

Reviewed 4 years ago

The quote visibility and access to online sync resources is super helpful in our quoting process. Our sales team couldn't operate without Quotewerks any longer. It has become integral to our processes.

Pros

Quotewerks has the ability to see if and when your customer sees your quote. When we were looking into the product, we had received a quote from our Quotewerks sales rep and it had been ignored and was expired. We opened the quote a few weeks later to take a quick look at it and 15 minutes later we got a phone call from our sales rep. "I see you opened this expired quote. I wanted to answer any questions for you and get an updated quote if you are still interested." That sealed the deal for us. Then we found out all of the other amazing things it could do and have loved it every day. It has easily paid for itself many times over.

Cons

Quotewerks must run locally. There is a web version in development, but it is still pretty green. If you need to use it remotely you will need either Terminal Services or VPN to access it. The Quote Valet add-on gives it some web connectivity features which are helpful for viewing existing quotes and responding to customers, but not necessarily for building new quotes. Once they get the web version finished, that should help with this a lot. The product can also be a little bit kludgy to learn at first. It's been around for a long time so some of the interface is a bit antiquated.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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QuoteWerks

Very helpfull

Reviewed 3 years ago
Pros

The software is easy enough to use. Great for quoting projects

Cons

The number of characters we are allowed to use on the text fields.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend6/10

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QuoteWerks

Good Tool - a little dated

Reviewed 3 years ago

Our end to end sales process is managed in QW, it’s a clear and easy to use tool!

Pros

The tool allows us to manage our quoting, ordering and invoicing easily, we have been able to customise our PDF quotes. We are able to use product line codes to help with our financial reporting.

Cons

The tool is a little outdated in look and it does crash at times.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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QuoteWerks

We have been using QuoteWerks for about 13 years. Every revision gets better results.

Reviewed 3 years ago

Gave us a valuable quoting systems to go along with ACT.

Pros

I was able to try it before buying it. I used the results to prove to upper management that it was a good solution to our quoting.

Cons

No real problems to complain about at this time. I would like to see more characters (beyond 256) for some of the CustomText fields.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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QuoteWerks

Improved greatly recently

Reviewed 7 years ago

After going along for quite a while with little or n new features being added, QuoteWerks has upped its game. More features are being added making it a much more productive programme Plus points Quote Valet. Online quotes with which you can produce really interesting content. Our customers find it easier to understand and accept quotes Complete quoting, purchase order and invoicing package. No need for a separate invoicing package Excellent tools available from third parties to enhance it even further. Capable of handling recurring revenus Cons Still no batch invoicing!!!

Pros

No pros were added to this review

Cons

No cons were added to this review

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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QuoteWerks

Quotewerks

Reviewed 2 years ago
Pros

Many quoting option formats. I like the integration with 3rd party distributors for pricing.

Cons

The limit of 5 quotes open at a time has always been a real pain. I also wish there was a way to visually split the one time purchases from the recurring options.

Vendor response

Thank you for taking the time to leave a review! We really appreciate it. We wanted to let you know that you can change the setting to have up to 10 quotes open at a time and we do have a few different ways to visually split one-time vs. recurring payments using Section Headers, Headings lines, comments, and other options. If you'd like more information, please contact our support team and they can provide that information to you.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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QuoteWerks

Perfect solution for quoting software!

Reviewed 3 years ago

Before Quotewerks, our office was using Microsoft Word to create quotes, and save them in a random folder. Quotewerks has enabled us to all utilize one system, keep everything organized, track our sales history, and streamline all of our sales processes! I highly recommend it for anyone looking for quoting software!

Pros

Ease of use, ability to customize generated reports, centralized storage for multiple sales persons quotes.

Cons

Fixed field positioning for tabs in software.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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QuoteWerks

Needs a UI overhaul

Reviewed 3 years ago
Pros

This program is better than quickbooks for quoting project and it interfaces with quickbooks desktop

Cons

The user interface does not follow the normal standards in many cases of the Windows platform for focusing on input areas or utilize drop down lists/lookups to make the program more utilitarian. If they would spend as much time on the user interface as they do updating functionality with databases it would be awesome. Adding a more automated method of building output formats would be welcomed since a person could make a full time job of learning the macro formats.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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QuoteWerks

My favorite quoting tool

Reviewed 3 years ago
Pros

It works amazingly with AutoTask. Easy to track clients approvals Can quote and order products quickly.

Cons

There is a lot of functions that I'm sure I am not using. I am looking forward to the conference to explore everything this product offers.