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Quoting Software Solutions - Alternatives and Competitors

There are many options when evaluating Quoting Software. If you do a quick Google search for "Quoting Software", a hundred different results will be displayed including Review Sites and advertisements posing as Blog posts. If you visit a reviews site like Capterra, Software Advice, or G2Crowd, it is hard to determine how the rankings are displayed (like is it based on the review or paid advertising). We know it is difficult to determine which Quoting Software will be right for your organization.

In this article, you will learn more about some Quoting Software options to consider when evaluating a new CPQ solution.

Quoting Software Alternatives:

QuoteWerks is the Marketing Leading Sales Quoting Solution/CPQ. QuoteWerks beats the competitors on features and support like ConnectWise Sell

QuoteWerks - Sales Quoting Solution

QuoteWerks provides the tools necessary to efficiently and accurately prepare, manage, and deliver interactive sales quotes to your customers. With QuoteWerks you can create quotes and proposals in minutes and streamline your sales quoting process by integrating with CRM/PSA and accounting solutions like QuickBooks and Sage 50 – US Edition.

You can even deliver quotes through the cloud, which enables your customers to electronically sign and accept your quote, as well as make payment. Best of all, you know every time your customer views the quote.

  • QuoteWerks integrates with Accounting Solutions QuickBooks or Sage 50.
  • QuoteWerks integrates with PSA Solutions like ConnectWise Manage or Autotask.
  • QuoteWerks integrates with over 15 CRM Solutions like ACT!, GoldMine, and Maximizer.
  • QuoteWerks can import CSV files for product list.
  • QuoteWerks has real-time pricing and availability with vendors / distributors.
  • QuoteWerks supports over 80 Gateways for accepting Credit Cards or ACH payments.

Hear from QuoteWerks Customers

QuoteWerks has the ability to see if and when your customer sees your quote. When we were looking into the product, we had received a quote from our QuoteWerks sales rep and it had been ignored and was expired. We opened the quote a few weeks later to take a quick look at it and 15 minutes later we got a phone call from our sales rep. "I see you opened this expired quote. I wanted to answer any questions for you and get an updated quote if you are still interested." That sealed the deal for us. Then we found out all of the other amazing things it could do and have loved it every day. It has easily paid for itself many times over.
        Read the Full Review on Capterra
QuoteWerks is really a great asset to our team. What we like best is that the flow of the software exactly mirrors our thought process during quote creation, so it makes pulling quotes together fast and easy.
        Read the Full Review on the ConnectWise Marketplace

QuoteWerks Reviews

Quoting Software: QuoteWerks Reviews

ConnectWise Sell (formerly Quosal)

When speaking to people evaluating ConnectWise Sell (Quosal) as a Quoting Software, one of the biggest misconceptions we hear is that "Sell has a more tightly integrated integration with Manage." This is factually untrue. ConnectWise Sell uses the same public APIs that other developers use to integrate with ConnectWise Manage. What is important to evaluate is the experience the company has with the integration. QuoteWerks has integrated with ConnectWise (Manage) for over a decade and continually updates and reqrites the ConnectWise Manage integration as Manage evolves.

When evaluating ConnectWise Sell, it is important to recoginise that they are part of the ConnectWise Suite of Products. This isn't a bad thing unless of course you do not already use a ConnectWise product. If you use a competing CRM/PSA to ConnectWise Manage, you should expect to get calls from your sales rep trying to get you to switch to "their" solution.

  • ConnectWise Sell does not integrate with Accounting Solutions QuickBooks or Sage 50.
  • ConnectWise Sell does integrate with PSA Solutions like ConnectWise Manage or Autotask.
  • ConnectWise Sell does not integrate with CRM Solutions like ACT!, GoldMine, or Maximizer.
  • ConnectWise Sell has a limited number of Gateways supported for accepting Credit Cards or ACH payments.
  • ConnectWise Sell can import CSV files for product list.
  • ConnectWise Sell does have real-time pricing and availability with vendors / distributors.

Hear from ConnectWise Sell Customers

[ConnectWise Sell] Support is poor and if you want to do anything outside the box their professional services are slow (we have a project currently which has been running for 11 months)
        Read the Full Review on G2Crowd
[ConnectWise Sell] Tech support after the training is horrible, seconds to get a auto response and days to get a human being to talk to you. Every time i did get someone to talk to me they acted like they were doing me a favor, then after a few calls i was told i needed to purchase more training to help me with me product needs which were VERY basic. Im still using Quosal and doubt ill be able to get any money back but the whole operation in my opinion is sloppy, my credit card processing has not worked in months and there is NO PHONE NUMBER to call these people for support. You must open a ticket up and talk them into calling you which is a huge pain. If im paying 200+ a month for something i should be able to pick up the phone and get some support. I feel ripped off and would highly recommend avoiding this company due to bad service after the sale.
        Read the Full Review on Capterra

Comparisons of ConnectWise Sell and QuoteWerks

G2Crowd: QuoteWerks vs ConnectWise Sell

GetApp: QuoteWerks vs ConnectWise Sell

PandaDoc

PandaDoc is a digital document platform built to support sales, marketing, and administrative teams.

PandaDoc competes more with Google Drive, DocuSign, and HelloSign rather than traditional CPQ competition because of the platform it is based on.

  • PanadaDoc does not integrate with Accounting Solutions QuickBooks or Sage 50.
  • PanadaDoc does not integrate with PSA Solutions like ConnectWise Manage or Autotask.
  • PanadaDoc does not integrate with CRM Solutions like ACT!, GoldMine, or Maximizer.
  • PanadaDoc can import CSV files for product list.
  • PanadaDoc does not have real-time pricing and availability with vendors / distributors.
  • PanadaDoc does not have a Product Configurator.
  • PanadaDoc has a limited number of Gateways supported for accepting Credit Cards or ACH payments.

Hear from PandaDoc Customers

Even though you can modify documents/proposals [with PandaDoc], I still found the process to be a bit clunky and time-consuming when I'd have a new proposal to create.It was hard to copy/cut and paste from other docs (Word/PDF etc) into PandaDoc - The design/layouts seemed limited.
        Read the Full Review on TrustRadius

Comparisons of PandaDoc and QuoteWerks

Gartner: QuoteWerks vs PandaDoc




Disclaimer Parties other than Aspire Technologies, Inc. (QuoteWerks) may provide products, services, recommendations, or views on QuoteWerks' site ("Third Party Materials"). Aspire Technologies, Inc. is not responsible for examining or evaluating such Third Party Materials, and does not provide any warranties relating to the Third Party Materials. Links to such Third Party Materials are for your convenience and does not constitute an endorsement of such Third Party Materials. QuoteWerks is a registered trademark of Aspire Technologies, Inc. Third Party Materials may not be associated with Aspire Technologies, Inc. in any way and their trademarks are only used here for comparative purposes.