This is your compare tray

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

QuoteWerks vs Salesvue Comparison

Search

Add to Compare

Recommended for you

PandaDoc

4.5

ConnectWise Sell

4.1

Bitrix24

4.0

Salesforce CPQ & Billing

4.2

iQuoteXpress

4.9

Odoo

4.2

Good recommendations?

Overview

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

Salesvue is a sales management software and sales tracking software designed to integrate with Salesforce, which in turn...

  • 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
$

5000

/yryear
  • 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

4.7

5

4

3

2

1

12

5

0

0

0

  • Value for money
  • Ease of use
  • Features
  • Customer support
100%
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 positive overall, it is a good tool made by a good company. Has helped our org ensure that sales reps follow up on the leads marketing and sales managers want out reps to.

NK

Nick K.

Everything with Salesvue as a daily user has been great. We enjoy the program and I'm happy we made the transition to take advantage of this software.

KM

Kelsey M.

Salesvue has the BEST customer service. They are responsive, quick to remediate and are always willing to help.

VP

Vanessa P.

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

We had some trouble with one of our other software and Salesvue communicating.

RB

Rob B.

There can be lag time between adding a contact/account to a plan and that contact/account showing up in the Tasks page.

EK

Ellie K.

Many times if a follow up has been set with a customer, and I am deep into completing lists of calls, I will forget about a follow up call.

RN

Robert N.

  • Vendor responds to reviews
  • Last review4 months ago
  • Vendor responds to reviews
  • Last reviewa year ago

Key features

  • Total features67
  • API
  • Access Controls/Permissions
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Approval Process Control
  • Approval Workflow
  • Audit Management
  • Audit Trail
  • Auto-Dialer
  • Automated Quoting
  • Billing & Invoicing
  • Bills of Material
  • Business Process Automation
  • CRM
  • Calendar Management
  • Call Management
  • Campaign Management
  • Cataloging/Categorization
  • Client Portal
  • Collaboration Tools
  • Communication Management
  • Contact Database
  • Contact Management
  • Content Library
  • Content Management
  • Contract/License Management
  • Customer Database
  • Customer History
  • Customizable Branding
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Digital Signature
  • Discount Management
  • Document Automation
  • Document Management
  • Document Review
  • Document Templates
  • Electronic Payments
  • Electronic Signature
  • Email Management
  • Email Marketing
  • Estimating
  • Field Sales Management
  • For Sales Teams/Organizations
  • Forecasting
  • Goal Management
  • Inventory Management
  • Invoice Management
  • Knowledge Base Management
  • Lead Generation
  • Lead Management
  • Meeting Management
  • Multi-Currency
  • Opportunity Management
  • Order Management
  • Performance Management
  • Performance Metrics
  • Pipeline Management
  • Price and Cost Calculations
  • Pricing Management
  • Product Catalog
  • Product Configurator
  • Proposal Generation
  • Prospecting Tools
  • Purchase Order Management
  • Quotes/Estimates
  • Real Time Data
  • Real Time Notifications
  • Real Time Reporting
  • Reminders
  • Renewal Management
  • Reporting & Statistics
  • Reporting/Analytics
  • Sales Activity Management
  • Sales Automation
  • Sales Onboarding & Training
  • Sales Orders
  • Sales Pipeline Management
  • Sales Reports
  • Strategic Planning
  • Template Management
  • Templates
  • Territory Management
  • Third Party Integrations
  • Version Control
  • Workflow Management
  • eCommerce Management
  • Total features31
  • API
  • Access Controls/Permissions
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Approval Process Control
  • Approval Workflow
  • Audit Management
  • Audit Trail
  • Auto-Dialer
  • Automated Quoting
  • Billing & Invoicing
  • Bills of Material
  • Business Process Automation
  • CRM
  • Calendar Management
  • Call Management
  • Campaign Management
  • Cataloging/Categorization
  • Client Portal
  • Collaboration Tools
  • Communication Management
  • Contact Database
  • Contact Management
  • Content Library
  • Content Management
  • Contract/License Management
  • Customer Database
  • Customer History
  • Customizable Branding
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Digital Signature
  • Discount Management
  • Document Automation
  • Document Management
  • Document Review
  • Document Templates
  • Electronic Payments
  • Electronic Signature
  • Email Management
  • Email Marketing
  • Estimating
  • Field Sales Management
  • For Sales Teams/Organizations
  • Forecasting
  • Goal Management
  • Inventory Management
  • Invoice Management
  • Knowledge Base Management
  • Lead Generation
  • Lead Management
  • Meeting Management
  • Multi-Currency
  • Opportunity Management
  • Order Management
  • Performance Management
  • Performance Metrics
  • Pipeline Management
  • Price and Cost Calculations
  • Pricing Management
  • Product Catalog
  • Product Configurator
  • Proposal Generation
  • Prospecting Tools
  • Purchase Order Management
  • Quotes/Estimates
  • Real Time Data
  • Real Time Notifications
  • Real Time Reporting
  • Reminders
  • Renewal Management
  • Reporting & Statistics
  • Reporting/Analytics
  • Sales Activity Management
  • Sales Automation
  • Sales Onboarding & Training
  • Sales Orders
  • Sales Pipeline Management
  • Sales Reports
  • Strategic Planning
  • Template Management
  • Templates
  • Territory Management
  • 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