Just The Facts for New MSPs Feb 8, 2019

When evaluating any solution, it is helpful to have key facts that differentiate each option versus the competition. I was recently asked to fill out a basic questionnaire about QuoteWerks for an MSP Industry magazine writing a comparison article about different Quote Management solutions that wanted to hightlight QuoteWerks. In doing so, I thought that the questions they were asking were questions that any MSP/VAR evaluating quoting software solutions would have (for that matter anyone evaluating quoting / CPQ software). This is a good starting point to read about the QuoteWerks highlights and ask representatives of other solutions when looking for the best solution for your organization.


Cloud, desktop, both?

Both – QuoteWerks offers a Desktop option and a Hybrid Cloud Solution


List of PSA and CRM integrations

QuoteWerks integrates with many PSA and CRM solutions including: ACT!, ACT! For Web, Autotask, ConnectWise Manage, GoldMine, Google Contacts, Maximizer Desktop, Maximizer CRM Live, Microsoft Dynamics CRM, Microsoft Outlook, SalesLogix / Infor CRM, SugarCRM, and Zoho (coming Spring / Summer 2019). We also have 3rd party integrations to additional CRM / PSA solutions that take advantage of the QuoteWerks API.

List of invoicing/accounting software integrations

QuoteWerks Accounting Integrations: QuickBooks Desktop, QuickBooks Online, Reckon Accounts Desktop, and Sage 50. We also have 3rd party integrations to additional Accounting and ERP Solutions that take advantage of the QuoteWerks API.

What other key integrations do you have that make your quote management software unique/powerful?

Do you have integrations that deliver distributor pricing and availability? If so, please list.

QuoteWerks integrates with distributors around the globe including: Accutech, Arbitech, ASI, Blue Star, Comstor / Westcon, D&H, Dell, Dexxon Digital Sotrage, Dicker Data, Digitek, EET, Ingram Micro, Jenne, Northamber, Printer Essentials, Scansource, Supplies Network, Synergy Micro, SYNNEX, Tech Data, Westcoast.

QuoteWerks is able to place Online Orders with the Bold distributors.


Describe your pricing structure as specifically as possible

Based on Concurrent Users and Edition Needed. Most MSPs will need either the Professional or Corporate Edition of QuoteWerks. You can use our pricing configurator to learn more.

What is the minimum commitment for a partner?

Starting at $269 one-time. Find out more using the QuoteWerks complete price list as a reference.


What tools exist that automate upselling? Is there an additional cost for these features?

QuoteWerks has a Built-in Configurator, Required Items, and Optional Items. These are built-in to QuoteWerks and are setup by the QuoteWerks Admin within the Organization. We also have a Product Content Subscription which is an add-on to QuoteWerks which enables the user to automatically see Upsell/Cross Sell Items, Add-ons and More. This is Powered by Etilize and our PartLocator.

What leasing features are included in the software?

QuoteWerks has a native leasing integration with Great America and the ability to create/import Rate Cards from any Leasing Partner

What features exist to track customer activity of viewing, approving the quote? Is there an additional cost for these features?

QuoteWerks has QuoteValet (monthly Subscription) which enables QuoteWerks customers to be notified the first time and each additional time their customers view a quote or select options on their interactive quote. There is a built-in Collaboration feature which enables communication between the sales rep and customer on the quote. QuoteValet also facilitates quote acceptance / signing, and even accepting payments (down payment, progress payments, full amount).

What features exist that address shipping costs and calculations? Is there an additional cost for these features?

QuoteWerks has the ability to calculate FedEx and UPS shipping rates. This functionality is included in the QuoteWerks Real-time Module.

What reporting features are included and how can they help a VAR/MSP?

QuoteWerks has a built-in reporting tool that enables customers to generate their own Reports. There are sample reports that provide the basics that most customers need. QuoteWerks Customers have used Microsoft BI and other Dashboard / Reporting tools on our open database.

What features are included that can help increase recurring revenue? Is there an additional cost for these features?

Recurring Items can be setup in the QuoteWerks Product Databases or retrieved from PSA solutions like ConnectWise Manage and Autotask. No additional Fees

Describe the template you include and the ability to edit them or create custom templates. Is there an additional cost for these features?

QuoteWerks comes with Several Templates. These enable the user to easily add their logo and start quoting. The default logos include an MSP Quote, MSP Proposal, and more. The templates are easily modifiable by the customer or we can customize them based on the customer specs via paid professional services (not required).


Overall, what do you feel are the competitive advantages of your software vs others?

The four main pillars of QuoteWerks are: Integrations, Price, Support, and Robust Features.

QuoteWerks is a time-tested, integrated, affordable solution. QuoteWerks integrates with more solutions than any other quoting tool on the market. We also provide flexible deployment and onboarding options. With QuoteWerks, you will see an ROI with your investment.

What are the newest features of this product and when were they added?

In QuoteWerks version 5.4, we added a bi-directional datalink enabling more information to be exchanged between the CRM/PSA and QuoteWerks. We also added the ability toad surcharges and discounts based on the payment option selected at the time of quote acceptance. Overall, QuoteWerks v5.4 added over 65 new Features. The latest update for Version 5.4 was released in January 2019.

Is there anything else about your product, including new features coming out in the near future you’d like to share for this comparison?

QuoteWerks Development averages over 150 new features released each year. We will be making some big announcements in March at our QuoteWerks User Summit.

If an MSP is new, what features do you have in place, or training do you offer, to help them get the most out of their quote management tool?

QuoteWerks offers both self-paced training and affordable Professional Services to onboard a new user. If the new user wants to setup everything on their own, they can use our documentation and videos. If they want more assistance, they have options like, Implementation Services, Sales Rep Training, Admin Training, and additional Professional Services.


About the Author:
Brian Laufer
Vice President


comments powered by Disqus


The views and opinions expressed on this page are those of the original authors and other contributors. These views and opinions do not necessarily represent those of Aspire Technologies, Inc. QuoteWerks is a registered trademark of Aspire Technologies, Inc. Other trademarks referenced are the property of their respective owners.