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QuoteWerks vs SearchExpress 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...

Eliminate paper and automate processes with a digital office to save let your employees work smarter. Workflow and share...

  • 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

4.9

5

4

3

2

1

10

1

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

Jim Geer of SearchExpress offers a tremendous product that he continually improves. His support is in my experience, outstanding.

DM

Don M.

My office is now 100% paperless and the staff are delighted with ease of use of the product. I usually do not endorse a product but SearchExpress has earned my respect.

TG

Tomas G.

The ability to create databases unique to the item(s) scanned is helpful. Users are very proactive in developing new databases.

KH

K H.

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

Have to pay attention when selecting vendors because sometimes it will jump to the next vendor on the list.

LH

Laura H.

Others scan filed/stored documents because the software allows the user instant access and users can avoid searching through boxes for documentation that has been physically archived.

KH

Karen H.

Others scan filed/stored documents because the software allows the user instant access and users can avoid searching through boxes for documentation that has been physically archived.

KH

K H.

  • Vendor responds to reviews
  • Last review4 months ago
  • Vendor responds to reviews
  • Last review3 years ago

Key features

  • Total features67
  • API
  • Access Controls/Permissions
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Approval Process Control
  • Approval Workflow
  • Archiving & Retention
  • Assignment Management
  • Audit Management
  • Audit Trail
  • Automated Quoting
  • Batch Processing
  • Billing & Invoicing
  • Bills of Material
  • Business Process Automation
  • CRM
  • Cataloging/Categorization
  • Client Portal
  • Collaboration Tools
  • Compliance Tracking
  • Contact Database
  • Contact Management
  • Content Library
  • Content Management
  • Contract/License Management
  • Customer History
  • Customizable Branding
  • Customizable Dashboard
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Data Capture and Transfer
  • Data Extraction
  • Data Import/Export
  • Data Synchronization
  • Data Verification
  • Digital Signature
  • Discount Management
  • Distributed Capture
  • Document Automation
  • Document Capture
  • Document Classification
  • Document Extraction
  • Document Imaging
  • Document Management
  • Document Review
  • Document Storage
  • Document Templates
  • Drag & Drop
  • Electronic Payments
  • Electronic Signature
  • Email Management
  • Estimating
  • File Conversion
  • File Recovery
  • File Sharing
  • Forecasting
  • Forms Management
  • Full Text Search
  • Indexing
  • Inventory Management
  • Invoice Management
  • Invoice Processing
  • Knowledge Base Management
  • Knowledge Management
  • Mobile Access
  • Multi-Currency
  • Multi-Language
  • No-Code
  • Offline Access
  • Optical Character Recognition
  • Order Management
  • Pipeline Management
  • Price and Cost Calculations
  • Pricing Management
  • Product Catalog
  • Product Configurator
  • Proposal Generation
  • Purchase Order Management
  • Quotes/Estimates
  • Real Time Data
  • Real Time Notifications
  • Real Time Reporting
  • Reminders
  • Remote Access/Control
  • Remote Data Capture
  • Renewal Management
  • Reporting & Statistics
  • Reporting/Analytics
  • Sales Automation
  • Sales Orders
  • Sales Reports
  • Search/Filter
  • Task Management
  • Template Management
  • Templates
  • Third Party Integrations
  • Version Control
  • Workflow Configuration
  • Workflow Management
  • eCommerce Management
  • Total features48
  • API
  • Access Controls/Permissions
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Approval Process Control
  • Approval Workflow
  • Archiving & Retention
  • Assignment Management
  • Audit Management
  • Audit Trail
  • Automated Quoting
  • Batch Processing
  • Billing & Invoicing
  • Bills of Material
  • Business Process Automation
  • CRM
  • Cataloging/Categorization
  • Client Portal
  • Collaboration Tools
  • Compliance Tracking
  • Contact Database
  • Contact Management
  • Content Library
  • Content Management
  • Contract/License Management
  • Customer History
  • Customizable Branding
  • Customizable Dashboard
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Data Capture and Transfer
  • Data Extraction
  • Data Import/Export
  • Data Synchronization
  • Data Verification
  • Digital Signature
  • Discount Management
  • Distributed Capture
  • Document Automation
  • Document Capture
  • Document Classification
  • Document Extraction
  • Document Imaging
  • Document Management
  • Document Review
  • Document Storage
  • Document Templates
  • Drag & Drop
  • Electronic Payments
  • Electronic Signature
  • Email Management
  • Estimating
  • File Conversion
  • File Recovery
  • File Sharing
  • Forecasting
  • Forms Management
  • Full Text Search
  • Indexing
  • Inventory Management
  • Invoice Management
  • Invoice Processing
  • Knowledge Base Management
  • Knowledge Management
  • Mobile Access
  • Multi-Currency
  • Multi-Language
  • No-Code
  • Offline Access
  • Optical Character Recognition
  • Order Management
  • Pipeline Management
  • Price and Cost Calculations
  • Pricing Management
  • Product Catalog
  • Product Configurator
  • Proposal Generation
  • Purchase Order Management
  • Quotes/Estimates
  • Real Time Data
  • Real Time Notifications
  • Real Time Reporting
  • Reminders
  • Remote Access/Control
  • Remote Data Capture
  • Renewal Management
  • Reporting & Statistics
  • Reporting/Analytics
  • Sales Automation
  • Sales Orders
  • Sales Reports
  • Search/Filter
  • Task Management
  • Template Management
  • Templates
  • Third Party Integrations
  • Version Control
  • Workflow Configuration
  • 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 integrations1
  • 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