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QuoteWerks vs Workato 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...

Enterprise-grade cloud integration platform that helps you automate your business. Easily create powerful workflows across...

  • 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

44

29

5

3

0

  • Value for money
  • Ease of use
  • Features
  • Customer support
93%
would recommend this app

4.7

5

4

3

2

1

21

10

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

Price is awesome for us non-profit. I shared with them some improvements, and there was some adjustments at the beginning but overall it is totally worth it.

AR

Anonymous Reviewer

Workato also supports most of the popular apps like sheets, slack, smartsheet, jira, etc. It is great for us that have a developer background as we can make changes to the code to update recipes.

Paul M.

Great support (the customer success team has been very helpful). Easy to initiate help requests through the chat window.

Peter 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

The biggest challenge I have had working with Workato has been trying to figure out why an error has occurred.

RH

Russell H.

Some of the integrations are seemingly still be tested by Workato. This can result in an inability to build certain integrations.

KC

Kevin C.

If you aren't using a pre-built recipe the learning curve can be a bit steep. If you have a failure find the error can be a bit complicated.

Greg C.

  • Vendor responds to reviews
  • Last review15 days ago
  • Vendor responds to reviews
  • Last reviewa year ago

Key features

  • Total features67
  • AI/Machine Learning
  • API
  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Ad hoc Reporting
  • Alerts/Notifications
  • Application Management
  • Approval Process Control
  • Approval Workflow
  • Audit Management
  • Audit Trail
  • Automated Quoting
  • Automatic Backup
  • Billing & Invoicing
  • Bills of Material
  • Business Process Automation
  • Business Process Control
  • CRM
  • Calendar Management
  • Cataloging/Categorization
  • Client Portal
  • Cloud Data Integration
  • Collaboration Tools
  • Contact Database
  • Contact Management
  • Content Library
  • Content Management
  • Contract/License Management
  • Credit Card Processing
  • Customer History
  • Customizable Branding
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • Data Aggregation and Publishing
  • Data Connectors
  • Data Extraction
  • Data Import/Export
  • Data Management
  • Data Mapping
  • Data Recovery
  • Data Security
  • Data Synchronization
  • Data Verification
  • Data Visualization
  • Data Warehouse
  • Database Support
  • Digital Signature
  • Discount Management
  • Document Automation
  • Document Management
  • Document Review
  • Document Templates
  • Drag & Drop
  • ERP
  • ETL
  • Electronic Payments
  • Electronic Signature
  • Email Management
  • Estimating
  • Event Tracking
  • Forecasting
  • Help Desk Management
  • Integration Management
  • Integrations Management
  • Inventory Management
  • Invoice Management
  • Knowledge Base Management
  • Mobile Access
  • Monitoring
  • Multi-Currency
  • Multiple Data Sources
  • No-Code
  • Order Management
  • Payroll Management
  • Pipeline Management
  • Point of Sale (POS)
  • Pre-built Connectors
  • Price and Cost Calculations
  • Pricing Management
  • Process Change Tracking
  • Process Modeling & Designing
  • Product Catalog
  • Product Configurator
  • Proposal Generation
  • Purchase Order Management
  • QuickBooks Integration
  • Quotes/Estimates
  • Real Time Data
  • Real Time Notifications
  • Real Time Reporting
  • Real-time Updates
  • Reminders
  • Renewal Management
  • Reporting & Statistics
  • Reporting/Analytics
  • SMS Messaging
  • SSL Security
  • Sales Automation
  • Sales Management
  • Sales Orders
  • Sales Reports
  • Secure Data Storage
  • Social Media Integration
  • Template Management
  • Templates
  • Third Party Integrations
  • Version Control
  • Visual Workflow Management
  • Web Services
  • Website Integration
  • Workflow Management
  • eCommerce Management
  • Total features68
  • AI/Machine Learning
  • API
  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Ad hoc Reporting
  • Alerts/Notifications
  • Application Management
  • Approval Process Control
  • Approval Workflow
  • Audit Management
  • Audit Trail
  • Automated Quoting
  • Automatic Backup
  • Billing & Invoicing
  • Bills of Material
  • Business Process Automation
  • Business Process Control
  • CRM
  • Calendar Management
  • Cataloging/Categorization
  • Client Portal
  • Cloud Data Integration
  • Collaboration Tools
  • Contact Database
  • Contact Management
  • Content Library
  • Content Management
  • Contract/License Management
  • Credit Card Processing
  • Customer History
  • Customizable Branding
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • Data Aggregation and Publishing
  • Data Connectors
  • Data Extraction
  • Data Import/Export
  • Data Management
  • Data Mapping
  • Data Recovery
  • Data Security
  • Data Synchronization
  • Data Verification
  • Data Visualization
  • Data Warehouse
  • Database Support
  • Digital Signature
  • Discount Management
  • Document Automation
  • Document Management
  • Document Review
  • Document Templates
  • Drag & Drop
  • ERP
  • ETL
  • Electronic Payments
  • Electronic Signature
  • Email Management
  • Estimating
  • Event Tracking
  • Forecasting
  • Help Desk Management
  • Integration Management
  • Integrations Management
  • Inventory Management
  • Invoice Management
  • Knowledge Base Management
  • Mobile Access
  • Monitoring
  • Multi-Currency
  • Multiple Data Sources
  • No-Code
  • Order Management
  • Payroll Management
  • Pipeline Management
  • Point of Sale (POS)
  • Pre-built Connectors
  • Price and Cost Calculations
  • Pricing Management
  • Process Change Tracking
  • Process Modeling & Designing
  • Product Catalog
  • Product Configurator
  • Proposal Generation
  • Purchase Order Management
  • QuickBooks Integration
  • Quotes/Estimates
  • Real Time Data
  • Real Time Notifications
  • Real Time Reporting
  • Real-time Updates
  • Reminders
  • Renewal Management
  • Reporting & Statistics
  • Reporting/Analytics
  • SMS Messaging
  • SSL Security
  • Sales Automation
  • Sales Management
  • Sales Orders
  • Sales Reports
  • Secure Data Storage
  • Social Media Integration
  • Template Management
  • Templates
  • Third Party Integrations
  • Version Control
  • Visual Workflow Management
  • Web Services
  • Website Integration
  • 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 integrations274
  • 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