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QuoteWerks vs Viventium Software 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...

Flexible software and expert guidance so you can be sure your payroll and HR is done right.

  • 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

4.7

5

4

3

2

1

31

6

2

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

The customer service and the overall ease of use are wonderful. Viventium is a great addition to our growing company.

LH

Leat H.

You can run your own custom reports. The costumer support is wonderful, a pleasure to work with.

SS

Sarah S.

The software is very robust and they will work with you to try to have it work around what you need and not what they want to tell you it has to be like.

PF

Pinny F.

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

They were tired of paperwork and having to write the same info on every form. Now, I tell them they'll have an email from us by the time they get home and they can log in and do everything on line.

EC

Eli C.

We do have individuals that e to use. Macbook laptops that have trouble utilizing this software.

TB

Tony B.

The software is a bit hard to navigate. Any time I need to do something a bit different, I need to call customer service to figure it out.

MH

Malky H.

  • Vendor responds to reviews
  • Last review6 months ago
  • Vendor responds to reviews
  • Last review6 months ago

Key features

  • Total features67
  • API
  • Access Controls/Permissions
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Applicant Tracking
  • Approval Process Control
  • Approval Workflow
  • Attendance Tracking
  • Audit Management
  • Audit Trail
  • Automated Quoting
  • Benefits Management
  • Billing & Invoicing
  • Bills of Material
  • CRM
  • Calendar Management
  • Cataloging/Categorization
  • Check Printing
  • Client Portal
  • Collaboration Tools
  • Compensation Management
  • Configurable Workflow
  • Contact Database
  • Contact Management
  • Content Library
  • Content Management
  • Contract/License Management
  • Customer History
  • Customizable Branding
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Digital Signature
  • Direct Deposit
  • Discount Management
  • Document Automation
  • Document Management
  • Document Review
  • Document Storage
  • Document Templates
  • Electronic Payments
  • Electronic Signature
  • Email Management
  • Employee Database
  • Employee Management
  • Employee Onboarding
  • Employee Portal
  • Employee Profiles
  • Employee Time Tracking
  • Estimating
  • Forecasting
  • HR Management
  • Inventory Management
  • Invoice Management
  • Job Application Management
  • Knowledge Base Management
  • Leave Tracking
  • Multi-Currency
  • Multi-State
  • Onboarding
  • Order Management
  • Payroll Management
  • Payroll Outsourcing
  • Payroll Reporting
  • Performance Appraisal
  • Performance 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
  • Recruitment Management
  • Reminders
  • Renewal Management
  • Reporting & Statistics
  • Reporting/Analytics
  • Role-Based Permissions
  • Sales Automation
  • Sales Orders
  • Sales Reports
  • Self Service Portal
  • Sick Leave Tracking
  • Tax Compliance
  • Template Management
  • Templates
  • Third Party Integrations
  • Time Off Management
  • Time Off Requests
  • Time Tracking
  • Vacation/Leave Tracking
  • Version Control
  • W-2 Preparation
  • Wage Garnishment
  • Workflow Management
  • eCommerce Management
  • Total features52
  • API
  • Access Controls/Permissions
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Applicant Tracking
  • Approval Process Control
  • Approval Workflow
  • Attendance Tracking
  • Audit Management
  • Audit Trail
  • Automated Quoting
  • Benefits Management
  • Billing & Invoicing
  • Bills of Material
  • CRM
  • Calendar Management
  • Cataloging/Categorization
  • Check Printing
  • Client Portal
  • Collaboration Tools
  • Compensation Management
  • Configurable Workflow
  • Contact Database
  • Contact Management
  • Content Library
  • Content Management
  • Contract/License Management
  • Customer History
  • Customizable Branding
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Digital Signature
  • Direct Deposit
  • Discount Management
  • Document Automation
  • Document Management
  • Document Review
  • Document Storage
  • Document Templates
  • Electronic Payments
  • Electronic Signature
  • Email Management
  • Employee Database
  • Employee Management
  • Employee Onboarding
  • Employee Portal
  • Employee Profiles
  • Employee Time Tracking
  • Estimating
  • Forecasting
  • HR Management
  • Inventory Management
  • Invoice Management
  • Job Application Management
  • Knowledge Base Management
  • Leave Tracking
  • Multi-Currency
  • Multi-State
  • Onboarding
  • Order Management
  • Payroll Management
  • Payroll Outsourcing
  • Payroll Reporting
  • Performance Appraisal
  • Performance 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
  • Recruitment Management
  • Reminders
  • Renewal Management
  • Reporting & Statistics
  • Reporting/Analytics
  • Role-Based Permissions
  • Sales Automation
  • Sales Orders
  • Sales Reports
  • Self Service Portal
  • Sick Leave Tracking
  • Tax Compliance
  • Template Management
  • Templates
  • Third Party Integrations
  • Time Off Management
  • Time Off Requests
  • Time Tracking
  • Vacation/Leave Tracking
  • Version Control
  • W-2 Preparation
  • Wage Garnishment
  • 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 integrations11
  • 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