QuoteWerks vs Xero

QuickBooks Enterprise

QuickBooks Online

PandaDoc

MYOB Business

Proposable

Quoter

Compare QuoteWerks and Xero based on features, pricing, verified reviews, integrations & more on GetApp. Find out which software is best for your business in 2026.

PandaDoc is a cloud-based document management solution that streamlines the creation, approval, tracking, and electronic signing of business documents. The platform offers document generation capabilities that allow users to create custom agreements and proposals using a drag-and-drop editor and pre-built templates. Its Configure Price Quote (CPQ) feature enables the generation of error-free, personalized quotes tailored to each buyer's needs.

Quoter is a modern, cloud-based quoting platform that helps technology service providers sell more and get paid faster.

Powerful proposal software for teams. Streamline the way your team creates, delivers and tracks all your sales proposals.

QuoteWerks is a web-based configure price quote (CPQ) software solution which enables companies of all sizes to create, edit & view quotes and proposals online

Access Controls/Permissions

Accounting Integration

Activity Dashboard

Alerts/Notifications

Approval Process Control

Approval Workflow

Audit Trail

Automated Quoting

Automatic Formatting

Billing & Invoicing

Bills of Material

Catalog Management

Client Portal

Collaboration Tools

Contact Management

Content Library

Contract/License Management

Customer History

Customizable Branding

Customizable Fields

Customizable Reports

Customizable Templates

Data Import/Export

Discount Management

Document Automation

Document Management

Document Review

Document Storage

Document Templates

Drag & Drop

Electronic Payments

Electronic Signature

Email Management

Estimating

Forecasting

Guided Selling

Knowledge Base Management

Multi-Currency

Order Management

Price and Cost Calculations

Price/Margin Management

Pricing and Cost Calculations

Pricing Management

Product Configurator

Proposal Generation

Quotes/Estimates

Real-Time Data

Reminders

Renewal Management

Reporting & Statistics

RFP Management

Sales Automation

Self Service Portal

Template Management

Templates

Third-Party Integrations

Version Control

Workflow Management

QuoteWerks

Web-based

Windows

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.

Vice President of Sales and Marketing

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.

Sales 

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).

President

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.

Owner

Quoteworks is great for sending my customers quotes via email, regular mail, or just on site. They are very flexible, integrates with other programs, and the support is great.

IT Administrator

The ability to change the templates and the customer service is outstanding.

We have been using QW for many years because of its ease of use. Aspire never stops making this product better and their support team is fantastic.

Senior Account Executive

It's a good quoting tool, clear to read, and you have the option of connecting data w/distribution. Overall, it's been reliable.

Vice President

Fantastic tool for building and managing your sales opportunities and quotes.

System Administrator

Over all this is a great program, very easy to deploy and use, it is comparable with a lot CRMs and account software, and they provide some cool options for extra cost as well.

Director of IT

Quotewerks is a great tool, and will soon integrate with our new CRM, making it very useful.

VP, Sales

They also listen to suggestions and will quickly implement improvements if you've got a (legitimate) good idea. QuoteWerks is a top 5 app in my business.

Office Manager

Very easy to use and very practical. Perfect for 1 page proposals as well as very complex proposals.

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.

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.

Inside Sales Manager

Some field labels I've created are too long and won't fit, so most of the label info is lost on the screen.

Bid Coordinator

I don't think I've even begun to scratch the surface of what this software can do. It's definitely worth the time to get it up and running.

Purchasing

Software was relatively easy to use but it was also very unstable. We used this program for 10+ years and it was good enough to get us through day to day operations.

QuoteWerks screenshot: Create, edit, and view quotes from anywhere using a web browser

QuoteWerks screenshot: Use Etilize Search to locate distributor products

QuoteWerks screenshot: Find a ConnectWise contact by searching the company name

QuoteWerks screenshot: View document information including document number, status, and type

QuoteWerks screenshot: Preview, print, email or upload quotes to QuoteValet

QuoteWerks screenshot: Deliver quotes via email

QuoteWerks screenshot: Search products by manufacturer, description or keyword

Freelancers

Large Enterprises

Mid Size Business

Small Business

MYOB Business is accounting software designed to help businesses of any size across Australia and New Zealand take care of GST, invoices, reporting, expenses & payroll (including Single Touch Payroll). Designed to save time, increase productivity, and stay up to date with ATO obligations.

QuickBooks Desktop Enterprise is an accounting software for small businesses which provides users with real-time access to customer, employee, and vendor information. The software includes tools for managing inventory, shipping, sales orders, pricing, tasks, invoicing, reporting, and more.

QuickBooks Online is an all-in-one online business software designed to help manage business finances. The platform is built to scale businesses, unlocking insights and providing the functionality of a larger team, all on one integrated platform.

Xero is an award-winning online accounting software designed for small business owners and accountants, available on any computer or mobile device with an internet connection. Simplify business admin and get a range of financial insights to help you make better decisions for your business.

"What If" Scenarios

401(k) Tracking

Accounting

Accounts Payable

Accounts Receivable

Accrual Accounting

ACH Payment Processing

Activity Tracking

Ad hoc Reporting

Asset Accounting

Asset Tracking

Automatic Backup

Automatic Billing

Bank Reconciliation

Benefits Management

Billing Portal

Budgeting/Forecasting

Calendar Management

Case Management

Cash Flow Management

Cash Management

Check Printing

Check Processing

Check Writing

Client Management

Compliance Management

Consolidation/Roll-Up

Construction Breakdowns

Contact Database

Contingency Billing

Cost Tracking

CPA Firms

Credit Card Processing

Cross Ledger Posting

Currency Conversion

Customer Database

Customer Statements

Customizable Invoices

Data Visualization

Delivery Management

Direct Deposit

Due Date Tracking

Dunning Management

Duplicate Payment Alert

Expense Claims

Expense Management

Expense Tracking

Fee Calculation & Posting

Financial Analysis

Financial Management

Financial Reporting

Fixed Asset Management

For Accountants

For AEC Industry

For CPA Firms

For Legal Professionals

For Real Estate

For Religious Organizations

For Schools

For Small Businesses

Fraud Detection

Fund Accounting

Fund Management

General Ledger

Hourly Billing

Income & Balance Sheet

Inventory Control

Inventory Management

Inventory Optimization

Inventory Tracking

Invoice Creation

Invoice History

Invoice Management

Invoice Processing

Xero

Android

iPad

iPhone

Pres

I have been with Xero for many years. I love the sense of community and i LOVE that I am not being asked to upgrade or upcharge the way some other companies do.

Manager 

I love the app and gives me accounting on the go. Helps me track invoices and profits with ease.

QuoteWerks vs Xero Comparison (2026)

QuoteWerks vs Xero Comparison (2026)

QuoteWerks

Xero

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives