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QuoteWerks vs Venmo 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...

Category Leaders

Venmo is a digital wallet and payment gateway that allows customers to send money and make purchases via mobile device, and...

  • 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

Free

  • 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

5,494

1,007

184

47

30

  • Value for money
  • Ease of use
  • Features
  • Customer support
98%
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 love how quick and easy it is to use, I love that it has profile pictures to help users know they are sending to the correct person. The scan feature is also really helpful.

JB

Julianne B.

I like how easy it is to use not only among friends but any other vendors who have the software or app. I am always happy when a vendor uses Venmo because I know it's going to be an easy transaction.

AS

Aracely S.

Makes for easy transfers in or out of my bank account and customer service is AMAZING. Customer Service is also available through chat, and I LOVE that.

KK

Karen K.

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

There is a potential of 'abuse' in that the transactions are irreversible. Also, the default setting is 'public.

VL

Vaidas L.

If you are really desperate for the money immediately, then you have to pay a small percentage.

DT

Derek T.

I understand from security reasons, but it is annoying. Apparently it is possible now, but has been a pain to figure out.

AR

Anonymous Reviewer

  • Vendor responds to reviews
  • Last review3 months ago
  • Vendor responds to reviews
  • Last reviewa day ago

Key features

  • Total features77
  • ACH Payment Processing
  • API
  • Access Controls/Permissions
  • Account Reconciliation
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Approval Process Control
  • Approval Workflow
  • Audit Management
  • Audit Trail
  • Authentication
  • Automated Quoting
  • Billing & Invoicing
  • Bills of Material
  • CRM
  • Cataloging/Categorization
  • Client Portal
  • Collaboration Tools
  • Commenting/Notes
  • Contact Database
  • Contact Management
  • Content Library
  • Content Management
  • Contract/License Management
  • Credit Card Management
  • Customer Engagement
  • Customer History
  • Customizable Branding
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Data Security
  • Data Storage Management
  • Data Synchronization
  • Data Transformation
  • Debit/Credit Card Processing
  • Digital Signature
  • Discount Management
  • Document Automation
  • Document Management
  • Document Review
  • Document Templates
  • Electronic Payments
  • Electronic Signature
  • Email Management
  • Estimating
  • Forecasting
  • In-Person Payments
  • Inventory Management
  • Invoice Management
  • Knowledge Base Management
  • Mobile Access
  • Mobile Payments
  • Multi-Currency
  • Online Payments
  • Opportunity Management
  • Order Management
  • Partial Payments
  • Pipeline Management
  • Point of Sale (POS)
  • Preview Functionality
  • Price and Cost Calculations
  • Pricing Management
  • Product Catalog
  • Product Configurator
  • Product Data Management
  • Promotions Management
  • Proposal Generation
  • Purchase Order Management
  • Purchasing & Receiving
  • Quotes/Estimates
  • Real Time Data
  • Real Time Notifications
  • Real Time Reporting
  • Reminders
  • Renewal Management
  • Reporting & Statistics
  • Reporting/Analytics
  • Request Assignment
  • SSL Security
  • Sales Automation
  • Sales Orders
  • Sales Reports
  • Search/Filter
  • Secure Data Storage
  • Shipping Management
  • Template Management
  • Templates
  • Third Party Integrations
  • Transaction History
  • User Management
  • Version Control
  • Video Management
  • Workflow Management
  • eCommerce Management
  • Total features22
  • ACH Payment Processing
  • API
  • Access Controls/Permissions
  • Account Reconciliation
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Approval Process Control
  • Approval Workflow
  • Audit Management
  • Audit Trail
  • Authentication
  • Automated Quoting
  • Billing & Invoicing
  • Bills of Material
  • CRM
  • Cataloging/Categorization
  • Client Portal
  • Collaboration Tools
  • Commenting/Notes
  • Contact Database
  • Contact Management
  • Content Library
  • Content Management
  • Contract/License Management
  • Credit Card Management
  • Customer Engagement
  • Customer History
  • Customizable Branding
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Data Security
  • Data Storage Management
  • Data Synchronization
  • Data Transformation
  • Debit/Credit Card Processing
  • Digital Signature
  • Discount Management
  • Document Automation
  • Document Management
  • Document Review
  • Document Templates
  • Electronic Payments
  • Electronic Signature
  • Email Management
  • Estimating
  • Forecasting
  • In-Person Payments
  • Inventory Management
  • Invoice Management
  • Knowledge Base Management
  • Mobile Access
  • Mobile Payments
  • Multi-Currency
  • Online Payments
  • Opportunity Management
  • Order Management
  • Partial Payments
  • Pipeline Management
  • Point of Sale (POS)
  • Preview Functionality
  • Price and Cost Calculations
  • Pricing Management
  • Product Catalog
  • Product Configurator
  • Product Data Management
  • Promotions Management
  • Proposal Generation
  • Purchase Order Management
  • Purchasing & Receiving
  • Quotes/Estimates
  • Real Time Data
  • Real Time Notifications
  • Real Time Reporting
  • Reminders
  • Renewal Management
  • Reporting & Statistics
  • Reporting/Analytics
  • Request Assignment
  • SSL Security
  • Sales Automation
  • Sales Orders
  • Sales Reports
  • Search/Filter
  • Secure Data Storage
  • Shipping Management
  • Template Management
  • Templates
  • Third Party Integrations
  • Transaction History
  • User Management
  • Version Control
  • Video Management
  • 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 integrations6
  • 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