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QuoteWerks vs VirtualPBX 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...

Power your business communications using Voice, Video, and SMS by VirtualPBX***** VirtualPBX is a award-winning business...

  • 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

$

14.99

/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

4.8

5

4

3

2

1

19

3

0

0

0

  • Value for money
  • Ease of use
  • Features
  • Customer support
100%
would recommend this app

Pros

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.

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.

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

Pros

Tech support has been very responsive. Received an email from customer service/support to arrange a tutorial if I needed help setting up the system - very helpful to make sure I set it up correctly.

CM

Christi M.

Probably my favorite thing about Virtual PBX is the ability to place and receive calls from "the office" from just about anywhere. Their "follow me" features are very convenient.

Dany H.

Set up is quick and easy; Call quality is excellent.

James R.

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

She tagged the problem, hunted down the right solution and now i get no more calls from one of the biggest scammers in US and no more robo calls.i can actually sleep at night.

JS

Jeff S.

Only problem I had was the switch over from old software to new software, I had a problem with calls no longer being forwarded but it was quickly resolved.

JO

Jason O.

I'm finding it difficult to identify something I don't like about the software.

Joshua M.

  • Vendor responds to reviews
  • Last review6 months ago
  • Vendor responds to reviews
  • Last review2 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
  • Audio / Video Conferencing
  • Audit Management
  • Audit Trail
  • Auto-Dialer
  • Automated Quoting
  • Automatic Call Distribution
  • Billing & Invoicing
  • Bills of Material
  • CRM
  • Call Center Integration
  • Call Center Management
  • Call Conferencing
  • Call List Management
  • Call Logging
  • Call Monitoring
  • Call Queues
  • Call Recording
  • Call Reporting
  • Call Routing
  • Call Screening
  • Call Tracking
  • Call Transfer
  • Caller ID
  • Caller Profiles
  • Cataloging/Categorization
  • Chat/Messaging
  • Client Portal
  • Collaboration Tools
  • Communication Management
  • Computer Telephony Integration
  • Conferencing
  • Contact Database
  • Contact Management
  • Content Library
  • Content Management
  • Contract/License Management
  • Customer History
  • Customizable Branding
  • Customizable Caller ID
  • 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
  • Employee Directory
  • Estimating
  • Event Triggered Actions
  • Fax Management
  • File Sharing
  • File Transfer
  • Forecasting
  • Hotkeys
  • Interaction Tracking
  • Inventory Management
  • Invoice Management
  • Knowledge Base Management
  • Mobile Access
  • Monitoring
  • Multi-Currency
  • Multi-User Collaboration
  • Multiple Parties
  • On-Demand Recording
  • Online Voice Transmission
  • Order Management
  • Pipeline Management
  • Price and Cost Calculations
  • Pricing Management
  • Product Catalog
  • Product Configurator
  • Proposal Generation
  • Purchase Order Management
  • Quotes/Estimates
  • Real Time Analytics
  • Real Time Data
  • Real Time Monitoring
  • Real Time Notifications
  • Real Time Reporting
  • Recording
  • Reminders
  • Remote Access/Control
  • Renewal Management
  • Reporting & Statistics
  • Reporting/Analytics
  • Ring Groups
  • SIP Trunking
  • SMS Messaging
  • Sales Automation
  • Sales Orders
  • Sales Reports
  • Scheduled Recording
  • Softphone
  • Template Management
  • Templates
  • Third Party Integrations
  • Unified Communications
  • Version Control
  • Video Chat
  • Video Conferencing
  • Virtual Call Center
  • Virtual Extensions
  • VoIP
  • VoIP Connection
  • Voice Mail
  • Voicemail Transcription
  • Workflow Management
  • eCommerce Management
  • Total features66
  • API
  • Access Controls/Permissions
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Approval Process Control
  • Approval Workflow
  • Archiving & Retention
  • Audio / Video Conferencing
  • Audit Management
  • Audit Trail
  • Auto-Dialer
  • Automated Quoting
  • Automatic Call Distribution
  • Billing & Invoicing
  • Bills of Material
  • CRM
  • Call Center Integration
  • Call Center Management
  • Call Conferencing
  • Call List Management
  • Call Logging
  • Call Monitoring
  • Call Queues
  • Call Recording
  • Call Reporting
  • Call Routing
  • Call Screening
  • Call Tracking
  • Call Transfer
  • Caller ID
  • Caller Profiles
  • Cataloging/Categorization
  • Chat/Messaging
  • Client Portal
  • Collaboration Tools
  • Communication Management
  • Computer Telephony Integration
  • Conferencing
  • Contact Database
  • Contact Management
  • Content Library
  • Content Management
  • Contract/License Management
  • Customer History
  • Customizable Branding
  • Customizable Caller ID
  • 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
  • Employee Directory
  • Estimating
  • Event Triggered Actions
  • Fax Management
  • File Sharing
  • File Transfer
  • Forecasting
  • Hotkeys
  • Interaction Tracking
  • Inventory Management
  • Invoice Management
  • Knowledge Base Management
  • Mobile Access
  • Monitoring
  • Multi-Currency
  • Multi-User Collaboration
  • Multiple Parties
  • On-Demand Recording
  • Online Voice Transmission
  • Order Management
  • Pipeline Management
  • Price and Cost Calculations
  • Pricing Management
  • Product Catalog
  • Product Configurator
  • Proposal Generation
  • Purchase Order Management
  • Quotes/Estimates
  • Real Time Analytics
  • Real Time Data
  • Real Time Monitoring
  • Real Time Notifications
  • Real Time Reporting
  • Recording
  • Reminders
  • Remote Access/Control
  • Renewal Management
  • Reporting & Statistics
  • Reporting/Analytics
  • Ring Groups
  • SIP Trunking
  • SMS Messaging
  • Sales Automation
  • Sales Orders
  • Sales Reports
  • Scheduled Recording
  • Softphone
  • Template Management
  • Templates
  • Third Party Integrations
  • Unified Communications
  • Version Control
  • Video Chat
  • Video Conferencing
  • Virtual Call Center
  • Virtual Extensions
  • VoIP
  • VoIP Connection
  • Voice Mail
  • Voicemail Transcription
  • 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 integrations12
  • 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