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QuoteWerks vs WorkOtter 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

[9 User Min] "#1 PPM for PMOs - PERIOD" Gartner SoftwareAdvice 2020. WorkOtter is an Easy SaaS resource, project and portfolio...

  • 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

5

4

3

2

1

154

7

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

It is a user-friendly software to work with. I would like to mention that the dashboards integrations are great and the way how you can monitor and track resources is great.

GB

Greivin B.

WorkOtter staff are very friendly and helpful. They are good communicators and easy to work with.

Zachary V.

I would highly recommend this to other project managers. The cost of the product is amazing for everything you get with this program.

AP

Alecia P.

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

I have not yet found anything so far that I dislike about the software.

AR

Anonymous Reviewer

I am from Brazil and they support English only. I already mailed them with this suggestion but no ETA yet.

WK

Whately K.

There is no way to track time inside of the application via timer.

DM

Deana M.

  • Vendor responds to reviews
  • Last review6 months ago
  • Vendor responds to reviews
  • Last review15 days ago

Key features

  • Total features67
  • API
  • Access Controls/Permissions
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Agile Methodologies
  • Alerts/Notifications
  • Approval Process Control
  • Approval Workflow
  • Audit Management
  • Audit Trail
  • Automated Quoting
  • Bar Chart
  • Billing & Invoicing
  • Bills of Material
  • Budget Management
  • Budgeting/Forecasting
  • CRM
  • Calendar Management
  • Capacity Management
  • Cataloging/Categorization
  • Change Management
  • Client Portal
  • Collaboration Tools
  • Color Codes/Icons
  • Contact Database
  • Contact Management
  • Content Library
  • Content Management
  • Contract/License Management
  • Cost-to-Completion Tracking
  • Customer History
  • Customizable Branding
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • Data Import/Export
  • Digital Signature
  • Discount Management
  • Document Automation
  • Document Management
  • Document Review
  • Document Templates
  • Drag & Drop
  • Electronic Payments
  • Electronic Signature
  • Email Management
  • Estimating
  • File Sharing
  • For IT Project Management
  • For Nonprofits
  • Forecasting
  • Gantt/Timeline View
  • Idea Management
  • Inventory Management
  • Invoice Management
  • Issue Management
  • Kanban Board
  • Knowledge Base Management
  • Milestone Tracking
  • Mobile Access
  • Multi-Currency
  • Order Management
  • Percent-Complete Tracking
  • Pipeline Management
  • Planning Tools
  • Portfolio Management
  • Price and Cost Calculations
  • Pricing Management
  • Prioritization
  • Product Catalog
  • Product Configurator
  • Product Roadmapping
  • Project Management
  • Project Planning
  • Project Planning/Scheduling
  • Project Scheduling
  • Projections
  • Proposal Generation
  • Purchase Order Management
  • Quotes/Estimates
  • Real Time Data
  • Real Time Notifications
  • Real Time Reporting
  • Reminders
  • Renewal Management
  • Reporting & Statistics
  • Reporting/Analytics
  • Reporting/Project Tracking
  • Requirements Management
  • Resource Allocation & Planning
  • Resource Management
  • Resource Request
  • Resource Scheduling
  • Risk Management
  • Sales Automation
  • Sales Orders
  • Sales Reports
  • Search/Filter
  • Skills Tracking
  • Status Tracking
  • Supports Agile
  • Supports Scrum
  • Task Management
  • Task Progress Tracking
  • Template Management
  • Templates
  • Third Party Integrations
  • Time & Expense Tracking
  • Timesheet Management
  • Traditional Methodologies
  • Utilization Reporting
  • Version Control
  • Visualization
  • Workflow Management
  • eCommerce Management
  • Total features61
  • API
  • Access Controls/Permissions
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Agile Methodologies
  • Alerts/Notifications
  • Approval Process Control
  • Approval Workflow
  • Audit Management
  • Audit Trail
  • Automated Quoting
  • Bar Chart
  • Billing & Invoicing
  • Bills of Material
  • Budget Management
  • Budgeting/Forecasting
  • CRM
  • Calendar Management
  • Capacity Management
  • Cataloging/Categorization
  • Change Management
  • Client Portal
  • Collaboration Tools
  • Color Codes/Icons
  • Contact Database
  • Contact Management
  • Content Library
  • Content Management
  • Contract/License Management
  • Cost-to-Completion Tracking
  • Customer History
  • Customizable Branding
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • Data Import/Export
  • Digital Signature
  • Discount Management
  • Document Automation
  • Document Management
  • Document Review
  • Document Templates
  • Drag & Drop
  • Electronic Payments
  • Electronic Signature
  • Email Management
  • Estimating
  • File Sharing
  • For IT Project Management
  • For Nonprofits
  • Forecasting
  • Gantt/Timeline View
  • Idea Management
  • Inventory Management
  • Invoice Management
  • Issue Management
  • Kanban Board
  • Knowledge Base Management
  • Milestone Tracking
  • Mobile Access
  • Multi-Currency
  • Order Management
  • Percent-Complete Tracking
  • Pipeline Management
  • Planning Tools
  • Portfolio Management
  • Price and Cost Calculations
  • Pricing Management
  • Prioritization
  • Product Catalog
  • Product Configurator
  • Product Roadmapping
  • Project Management
  • Project Planning
  • Project Planning/Scheduling
  • Project Scheduling
  • Projections
  • Proposal Generation
  • Purchase Order Management
  • Quotes/Estimates
  • Real Time Data
  • Real Time Notifications
  • Real Time Reporting
  • Reminders
  • Renewal Management
  • Reporting & Statistics
  • Reporting/Analytics
  • Reporting/Project Tracking
  • Requirements Management
  • Resource Allocation & Planning
  • Resource Management
  • Resource Request
  • Resource Scheduling
  • Risk Management
  • Sales Automation
  • Sales Orders
  • Sales Reports
  • Search/Filter
  • Skills Tracking
  • Status Tracking
  • Supports Agile
  • Supports Scrum
  • Task Management
  • Task Progress Tracking
  • Template Management
  • Templates
  • Third Party Integrations
  • Time & Expense Tracking
  • Timesheet Management
  • Traditional Methodologies
  • Utilization Reporting
  • Version Control
  • Visualization
  • 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