407-248-1481
QuoteWerks Edition Comparison
| Features and Benefits | Standard Edition | Professional Edition | Corporate Edition |
|---|---|---|---|
Pricing |
|||
| Starts at | $15/month or $199 | $21/month or $279 | $30/month or $419 |
Backend Database Type |
|||
| Microsoft Access | |||
| Supports Microsoft SQL | - | - | |
Contact Management Integrations |
|||
| ACT! | - | ||
| ACT! for Web | - | - | |
| Autotask | - | - | |
| ConnectWise | - | - | |
| GoldMine | - | ||
| Google Contacts | - | ||
| HubSpot CRM | - | ||
| Kaseya BMS | - | - | |
| Maximizer Desktop | - | ||
| MS Dynamics CRM | - | - | |
| Outlook | |||
| salesforce.com | - | ||
| SalesLogix / Infor CRM | - | - | |
| SugarCRM | - | ||
| Zoho CRM | - | ||
| Built-in Contact Database | |||
Accounting Integrations |
|||
| Sage 50 - US Edition / Peachtree | - | ||
| QuickBooks Desktop | - | ||
| QuickBooks Online | - | add-on | add-on |
| Open Export Module | - | ||
| Purchase Orders | - | ||
Feature Sets |
|||
| Quotes / Orders / Invoices | |||
| Bundles / Kits / Groups | |||
| Built-in Configurator | |||
| Audit Trail | |||
| Peer Review and Approval | |||
| Leasing Calculator | |||
| Recurring Revenue Support | |||
| User Level Security | |||
| Quote / Document Revisions | |||
| Email Integration | |||
| Built-in Layout Designer | |||
| Microsoft Word Merging | |||
| Reporting | |||
| Opportunities Dashboard | - | ||
| Link to External Product Sources | - | ||
| QuoteWerks Scripting | - | - | |
| QuoteWerks API / SDK | |||
| Automatic US Sales Tax Rates | - | add-on | add-on |
| QuoteWerks Web | - | - | add-on |
Synchronization |
|||
| Sync Quotes/Orders/Invoices 1 | - | ||
| Sync Files/Print Layouts/Reports/Images | - | ||
| Sync Products 2 | - | - | |
| Sync Bundles/Configurations 2 | - | - | |
| Sync Required/Optional Items 2 | - | - | |
| Sync User Logins and Rights 2 | - | - | |
Miscellaneous |
|||
| 600 Line Items Per Document | |||
| 1500 Line Items Per Document 2 | - | - | |
KEY: 
= Feature Included
= Feature Included
1 bi-directional synchronization
2 when re-hosted to SQL
2 when re-hosted to SQL
Purchasing, Procurement, and Receiving
| Professional Edition
|
Corporate Edition
(no Realtime) |
Corporate Edition
(w/Realtime) |
|
|---|---|---|---|
| Purchasing Tab |
|
|
|
| Purchase Orders Tab | - |
|
|
| Ordered Items Tab | - |
|
|
| Can Create Manual POs | - |
|
|
| Can Create POs in QuickBooks |
|
|
|
| Can Create POs in Peachtree |
|
|
|
| Can Create POs in Autotask | - | |
|
| Can Create POs in ConnectWise | - | |
|
| Sync Item Receipts to QuickBooks | - |
|
|
| Sync Item Receipts to Autotask | - |
|
|
| Sync Item Receipts to ConnectWise | - |
|
|
| Place Electronic Orders | - | - |
|
Information about the Real-time
Module can be found here.
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