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QuoteWerks: Reviews, Testimonials and Expert Opinions
(5046)QuoteWerks: Sales Quoting Software and Proposal Solution | CPQ
Top 35 QuoteWerks Alternatives
Powertrak CPQ
Configure Price Quote (CPQ) Software | Axonom
Powertrak CPQ suite is a bunch of solutions built for enhancing Sales Performance by automating the sales quoting, pricing, ordering and product configuration processes. It is cloud-based and mobile friendly and can be used in high tech, manufacturing and health-care industries. ...
Powertrak CPQ tools enable automation and creation of the quotes, pricing and services from one location ensuring speed and accuracy in the processes. Deal cycles are reduced by supporting sales reps with automated suggestions on products and pricing and for up-sell, cross-sell opportunities.
Powertrak also includes tools that support dealer networks, in addition to secure access for omni-channel selling. It integrates with the leading ERP/CRM systems such as Microsoft Dynamics, Salesforce, Netsuite and more.
The Powertrak CPQ suite includes Visual Product configurators 2D and 3D,Guided Selling, Virtual Reality Configurator, Quoting and Pricing management, and Recurring Revenue management and portals.
ConnectWise Sell
Quoting and Proposal Software | ConnectWise Sell
ConnectWise Sell is a cloud-based quote and proposal automation software for IT solution providers. The platform streamlines the quote-to-cash processes to enable sales teams to quickly create accurate quotes and proposals on any device (desktop or mobile). It provides solutions for IT solution providers, including managed service providers, AV professionals, value-added resellers, and more. ...
The primary features include quote and proposal, product sourcing, workflow automation and sales reporting. It allows users to create proposal presentations from pre-built templates, in which they can enter product information, pricing, agreements and more details.
With ConnectWise, Sell users can attach supporting documents, store credit card information, capture e-signatures, update their customer relationship management (CRM) system and create interactive video proposals. ConnectWise Sell also provides a portal that users can use to contact their clients. The business intelligence feature provides sales analytics with supplier, product line, revenue and other reports. Users can customize their reporting dashboard.
SAP CPQ
Solution to Maximize every sales opportunity with intelligent selling
SAP CPQ is a Configure Price Quote software which can provide quotes for complex product configurations and offer optimized pricing solutions. It can be deployed on the cloud and is also accessible through any channel on any platform. ...
SAP CPQ is AI driven enabling automated, error free quotes helping sales reps to access through channels of their choice, enabling speed in generating large and complex proposals and supporting customer and channel specific pricing. It also enables cross and up-selling while protecting margins.
SAP CPQ key benefits include speed in complex quote generation, business insights without requiring technical expertise through embedded AI recommendations, self-learning sales price optimization processes, and streamlining of business processes with unified quote-to-cash functionality.
Oracle CPQ Cloud
Oracle CPQ Cloud
Oracle CPQ Cloud Services is designed to improve the efficiency of sales processes and improving the customer experience by fully automating the sales order process. It is built to serve businesses in the finance, development, HCM/HR, IT, marketing, sales, supply chain, and the service sectors. ...
Oracle CPQ Cloud includes a configurator that allows users to configure complex or simple solutions containing multi-products and services. It automatically applies consistent pricing and discounting rules and keeps pace with changing pricing strategies. Oracle CPQ cloud empowers sales reps and channel partners to quickly generate accurate and professional proposals statements of work and legal contracts. It enables them to easily create and manage dynamic templates, content and terms and conditions libraries. It allows collaboration across sales, services and engineering teams on quotes and scope of work documents. Oracle CPQ cloud order management module allows users to convert quotes into orders with a single click and prevents errors by validating order date with business rules. It optimizes the sales process, reducing cycle times while increasing overall margins.
The solution allows us to generate branded quotes and proposals based on defined pricing models and business rules. Sales teams can sell anywhere and from any device using Oracle CPQ. It allows users to customize professional-looking and accurate documents to match customers' needs. The e-signature eliminates the problem of paper-based quoting, scanning, and faxing. It enables customers to sign quotes online and helps to close deals faster.
Quoter
Quoting Softwar
Quoter a CPQ Software is a cloud-based sales quoting platform that helps technology service providers deliver more quotes, eliminate bottlenecks, and get paid faster. It helps to enhance customer relationships and increase sales and revenue. ...
Quoter helps to easily standardize the product, pricing, and quotation details, allowing to create and send comprehensive proposals with just a few clicks. Its seamless integrations help reduce data entry and streamline the quote-to-order process.
Some of its features create beautiful, professional sales proposals in seconds, automate pricing with configurable products and services, minimize data entry with smart, reusable templates, Close deals faster with electronic quote acceptance and payments, and many more.
Conga CPQ
CPQ tools to empower sales, partners, and customers to configure complex products
Conga CPQ (Configure Price Quote) is the multi-channel sales tool designed to help companies configure, price and quote deals accurately, quickly, and easily. This process helps customers increase sales, save time and increase revenue yield. ...
AConga CPQ uses artificial intelligence (AI) and machine learning to measure the actions of the sales reps across the entire sales organization. With Apttus CPQ, sales reps quote complex products and services faster and more accurately, ultimately closing bigger deals at a higher win rate and impacting companies’ revenue growth rates.
Conga CPQ provides ability to add hundreds of line items without adding to quote complexity and user controlled split of large quotes. It supports synchronized processes for complex pricing, guided selling wizards for complex products. It provides product visibility and availability rules based on location, channel and user. It supports extending product catalog to to e-commerce users, partners and direct sales channels. It comes with CPQ intelligence with predictive CPQ. It can provide separate quotes for product and service combinations. It provides intelligent and collaborative solution built on single data model that helps in end-to-end quote to cash process.
Tacton CPQ software
Tacton intelligent CPQ software for sales productivity in ...
Tacton CPQ Software for Manufacturers is a cloud based multi-channel software and integrates seamlessly with Salesforce, Microsoft Dynamics or any of the CRM ERP software in use. Tacton CPQ enables ...
Tacton CPQ features include automated generation of proposals along with the supporting documentation, thus quickening the quotation process. Tacton is available on iOS.
Experlogix CPQ
Experlogix CPQ - Enterprise CPQ, Powerfully Simple
Experlogix is an Enterprise CPQ platform which can be deployed in industries such as Hardware & Software, Telecom, Manufacturing, Heavy Equipment and so on. It can be integrated seamlessly with ERP and CRM solutions such as Microsoft Dynamics, Netsuite and Salesforce. ...
Experlogix for CRM, ERP users integrates seamlessly with those applications and provides a similar looking user interface eliminating the need for user training. Experlogix’s Rules Engine enables engineering and pricing guidance for sales teams enabling validating of options and providing real-time feedback for optimising on choices.
Experlogix’s rules engine for pricing and discounting assists in complex calculations to arrive at the pricing and margins ensuring accuracy and speed and wherever needed, enabling integrations into external systems for working out the price. Experlogix features also include advanced manufacturing capabilities and automated workflows.
Dealhub
A complete end-to-end Deal Acceleration Platform managing every sales engagement touchpoint.
Dealhub is a sales proposals and contract management platform for sales teams to close deals faster and increase revenue. Dealhub helps teams to streamline quoting process by building and ...
Dealhub comes with intuitive and configurable wizard that walks
teams step-by-step through each customer engagement and content generation activity. It provides tools which helps in automating the workflows that streamline workflows and business processes, it comes with prebuilt templates, dynamic content and CRM integrated data for automating document creation process.
DigiFabster
Quote Automation Solution for Job Shop Manufacturers
DigiFabster is a SaaS company providing tools for RFQ for the Manufacturing industry. DigiFabster provides tools online for managing quotes, orders and customers online on the same platform. It ...
DigiFabster’s Quoting tool enables routing of customers all the way from quote to checkout, using automated triggers. It provides data science powered tools for analysing the CAD files and assessing and providing instant feedback on manufacturability. The platform also provides generation of invoices, purchase orders and packing lists and enables online payment.
DigiFabster’s CRM tool enables customer and project management and communication with clients and keeps them updated all through the quote to order and delivery process.
KBMax
VISUAL CPQ & PRODUCT CONFIGURATOR SOFTWARE
KBMax is a Visual CPQ and Product Configuration software. It can be used in Manufacturing, B2B eCommerce, BioTech Sales and Design Automation. It supports Complex product configuration, and CAD automation and rules-driven visualization for Sales CPQ. ...
KBMax provides tools for rules based product configuration and integration with other business processes enabling manufacturing teams with consistency and control over the business systems. Automated proposals feature enables control over the look-and-feel of the quote document with facility to include product images and logos and other information.
KBMax can also be implemented on the Cloud enabling scaling. It can be deployed on the Cloud without any additional hardware requirements, and is provided with the Security features for enabling safety of Intellectual property.
Salesforce Revenue Cloud
Revenue management solution to streamline revenue lifecycle
Salesforce Revenue Cloud and QuoteWerks both belong to the CPQ (Configure, Price, Quote) category, enhancing efficiency by streamlining sales processes. While Salesforce Revenue Cloud excels in enterprise-level integrations and compliance, with significant enterprise and mid-market adoption, QuoteWerks focuses primarily on document management and is favored in large enterprises, particularly within IT and network security. Both products support 24/7 assistance, yet QuoteWerks appears more specialized for technology industries, whereas Salesforce offers broader appeal across varied sectors, including manufacturing. ...
ConnectWise Sell
Quoting and Proposal Software | ConnectWise Sell
QuoteWerks and ConnectWise Sell are two notable CPQ solutions that cater to diverse user needs. QuoteWerks emphasizes integration and data management features, aligning well with IT services and large enterprise sectors. ConnectWise Sell, meanwhile, offers robust customer acquisition capabilities with strong industry penetration in IT services and security sectors. Both provide extensive support options, but each has unique strengths that appeal to different business objectives and operational scales. ...
Dealhub
A complete end-to-end Deal Acceleration Platform managing every sales engagement touchpoint.
Dealhub and QuoteWerks both shine in the CPQ landscape, each bringing a unique set of strengths to the table. Dealhub is notable for its sales document management and proposal & quote management capabilities, appealing primarily to enterprises in IT and marketing sectors. It supports sales growth through AI-powered features, analytics, and robust integration options with seamless vendor support. QuoteWerks, on the other hand, excels with extensive proposal & quote management and products & pricelist management, primarily serving large enterprises in IT and computer security. Its standout features include comprehensive integration and custom reports, with strong vendor support channels. Both have specific strengths making them appealing to the right audiences. ...
Oracle CPQ Cloud
Oracle CPQ Cloud
QuoteWerks excels in sales document management and proposal & quote management, mainly catering to large enterprises in Information Technology. Its strength lies in robust integration and custom reporting capabilities. Oracle CPQ Cloud also focuses on sales management but serves a diverse range of sectors, including manufacturing. It leverages analytics and AI, appealing to mid-market and small businesses. Both offer comprehensive support, but QuoteWerks leads in 24/7 support availability. ...
Experlogix CPQ
Experlogix CPQ - Enterprise CPQ, Powerfully Simple
QuoteWerks excels in proposal and quote management, while Experlogix CPQ stands out for customer feedback management and forecasting. QuoteWerks supports large enterprises mostly within IT, focusing on integration and robust vendor support. Experlogix CPQ caters to enterprise clients, emphasizing ROI improvement and offering AI-powered features, appealing to fields like mechanical engineering and construction. ...
DigiFabster
Quote Automation Solution for Job Shop Manufacturers
QuoteWerks and DigiFabster offer robust CPQ solutions with distinct strengths. QuoteWerks excels in large-scale enterprises with features like advanced integration and security, ideal for IT sectors. DigiFabster supports diverse goals and efficient features, favoring small to mid-market segments and consumer goods. Both programs facilitate efficient proposal management, catering to a range of industry needs and user preferences. ...
Configure One
A CPQ SOLUTION BUILT WITH MANUFACTURERS IN MIND
Configure One is a CPQ Software. Configure One, simplifies the process of selling complex products. It is an easy-to-implement configure price quote solution used by small and large manufacturing companies to efficiently sell and process orders for their configurable, multi-option, and customizable products and services. ...
Configure One covers from sale to production process. It guides the user through the configuration process and its visualization options allow the customer to see what their configuration looks like in real-time as each option is selected. Configure One provides seamless CPQ integration for Salesforce. Its integration ties directly into the Salesforce interface for opportunities and Salesforce customer data is sent to Configure One to automatically populate quote data. Configure One’s document creator also includes configured specification sheets and order invoices. Configure One provides all of the tools needed to move the entire sales process into a single application.
Configure One CPQ integrates seamlessly with the other business systems, preventing data synchronization issues, and eliminating double-entry and other manual processes.
Atlatl Visual
Visual configuration allows you to show interested prospects what even the most complex products and systems would look like in real, physical space to inspire confidence and make the sale.
Atlatl Visual and QuoteWerks both serve the CPQ market but cater to different user profiles. Atlatl Visual focuses on workflow and engagement management for large enterprises, particularly in sectors like Oil & Energy, while QuoteWerks excels in proposal and sales document management, appealing to the IT and computer security industries. Atlatl might appeal to businesses emphasizing sales communication, while QuoteWerks supports comprehensive document handling and targets a wider range of enterprise sizes. ...
Yagna iQ
Revenue Acceleration and channel CPQ platform
Yagna iQ is an Install Base Driven Sales Acceleration and configure price quote platform that allows users to generate quotes and proposals. It also provides a lead generation platform that uses historical sales transactions data for lead generation of new cross-sell and upsell leads. It helps product manufacturers (vendors), distributors, channel partners, and service providers to generate new sales opportunities through contract management and renewal automation, and also reduce their time-to-proposal, which increases revenue and profitability. ...
With Yagna’s Smart Renewals and Smart XSUS products, tap into huge recurring and incremental revenue from existing customers’ installed base. Yagna identifies these renewal opportunities and sends automatic quotes to the customers with the payment links. Yana Chatbot leverages chat mediums from various social messaging platforms like Facebook and Slack to receive and respond to messages. With Yagna’s unique Predictive Site Survey predicts the actual number of Access Points, location and expected heatmap in customer’s location.
Some of its features include identifying new cross-sell/ upsell opportunities, multi vendor support, identifying dormant customer accounts, zero touch renewal, renewal aided by machine learning and AI, quick and cost effective solution, deal registration with vendors, and more.
Quoter
Quoting Softwar
QuoteWerks stands out with its robust offerings in sales document, proposal, and quote management, appealing primarily to the IT sector and large enterprises. Quoter, on the other hand, attracts manufacturing and emerging enterprises with streamlined proposal and quote solutions complemented by digital signatures. Both cater to increasing sales and acquiring customers, but QuoteWerks emphasizes integration features, while Quoter provides a more focused approach for broader operational scales. ...
CloudSense
Industry omnichannel commerce software
QuoteWerks and CloudSense both provide CPQ solutions, catering to distinct business needs. QuoteWerks offers extensive sales document and proposal management, making it popular among large enterprises, especially in tech sectors. CloudSense excels in order management and digital signatures, attracting smaller enterprises and industries like education and financial services. QuoteWerks is favored for its comprehensive vendor support and diverse channel options. In contrast, CloudSense emphasizes a streamlined support system with a cloud-based, mobile-accessible framework, catering to dynamic business environments. ...
Tacton CPQ software
Tacton intelligent CPQ software for sales productivity in ...
QuoteWerks and Tacton CPQ software both excel in the CPQ domain, yet cater to different enterprise needs. QuoteWerks is favored by larger enterprises with a strong focus on proposal management and compliance, offering extensive integration and 24/7 support. Tacton excels in analytical capabilities for smaller enterprises across diverse industries, emphasizing training and omnichannel engagement. Each product serves distinct user environments and operational goals based on its unique features and support framework. ...
Powertrak CPQ
Configure Price Quote (CPQ) Software | Axonom
QuoteWerks dominates in large enterprise and IT services, excelling in proposal management and customer acquisition, with robust support and integration features. Powertrak CPQ thrives in niche markets such as medical devices, focusing on channel marketing and product launches, suited for smaller enterprises with its straightforward capabilities and unique offline support. ...
Conga CPQ
CPQ tools to empower sales, partners, and customers to configure complex products
Conga CPQ and QuoteWerks offer distinct approaches within the CPQ landscape. Conga CPQ excels in smaller scale activities with a strong focus on forecasting, collaboration, and security features. QuoteWerks, however, supports comprehensive sales management solutions with more extensive features for enterprise-level engagement and customer acquisition. While Conga CPQ caters more to the medical and IT sectors, QuoteWerks sees broad use in technology and security industries. Both solutions offer robust support, yet QuoteWerks leads in 24/7 customer service availability. ...
SAP CPQ
Solution to Maximize every sales opportunity with intelligent selling
Both SAP CPQ and QuoteWerks excel in the CPQ software category, offering robust features for proposal and quote management. SAP CPQ is well-suited for mid-market and enterprise clients across sectors like software and telecommunications. Its key strengths include analytics and integration capabilities, supported by comprehensive 24/7 assistance. QuoteWerks, popular in IT and large enterprises, stands out with extensive integration and data handling features, making it ideal for organizations seeking advanced document management and support options. ...
Netformx Sales Xpert
SalesXpert - Netformx
"Netformx provides easy access to data and insights that I couldn’t get before. Netformx tools enabled me to focus on the customer and their business outcomes instead of researching deal and program details.
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SyCom
KBMax
VISUAL CPQ & PRODUCT CONFIGURATOR SOFTWARE
QuoteWerks is ideal for large enterprises needing robust sales and document management features, with extensive phone and email support. KBMax is suited for diverse industries including engineering and construction, offering strong integration and custom reporting capabilities, along with training and onboarding support. ...
Verenia CPQ
Verenia | CRM, CPQ, and Ecommerce Sales Acceleration Software
Verenia CPQ is a full-featured, cloud-based integrated eCommerce, CPQ, and self-service solution designed to help companies in multiple industries boost their revenue by enhancing the efficiency of their sales process. ...
Verenia CPQ is designed to handle simple to highly complex product and pricing configurations across all sales channels. With its robust rules engine, it provides guided selling and helps sellers cross-sell and up-sell different products and services to increase sales and improve customer relations. Managing product margins, discounts and quote prices for different products and services, across all channels is effortless with Verenia.
Verenia CPQ interface is designed in such a way that the product team can view sales activities, enter price quotes, send sales proposals, and confirm product orders using any device. The interface allows product managers to edit product data and make changes to the pricing details. Verenia CPQ has user access controls that allow role-based access to product designs and pricing details. The tool provides a drag and drop configuration designing tool for eCommerce players that allows customers to personalize the product as per their requirements.
Zuora CPQ
The only solution purpose built for subscription business
Zuora CPQ is a configure price quote solution built specifically for enterprises which are on a subscription based business model. It can be deployed in industries such as Healthcare, Education, Communication, B2C organizations, Media and other industries. ...
Zuora CPQ assists sales teams in closing complex deals that involve different charge models, contract durations, billing frequencies and more. Zuora provides all the configuration details on one screen, flexibility with swapping products and allowing variations in quantity or price.
Zuora CPQ comes with a configurable rules engine that can add, modify or remove products based on business needs. It also supports bundling, such as grouping of popular features and saving it as editions. Zuora enables sales reps with the tools and information that can be used for providing the correct advice to customers and support cross-sell and up-sell opportunities. The customer behaviour data is synced up with Salesforce enabling sales reps to be aware of customer requirements in advance. Zuora also provides tools for measuring sales and cash flow dynamics, revenues - billed and unbilled, valuation of customer commitments, to enable accuracy in booking forecast and sales performance analysis.
PROS Smart CPQ
PROS: AI platform powering commerce in the digital economy
PROS is a Smart CPQ software enabling AI-powered price optimization and automation of sales processes. It can be used in industries such as Airlines & Travel, Automotive, Consumer Goods and Manufacturing, to name a few. It is also available in a cloud version under a SaaS model. ...
PROS Smart CPQ’s AI powered tool enables sales teams to customize configurations, ensure right pricing, manage approvals and generate proposals faster. Smart CPQ’s “Constraint Engine” enables sales teams to accurately customize configurations, adding specific features, in a single-click operation.
PROS Smart CPQ comes with an automated cross-sell recommendation feature. PROS Smart CPQ also enables sales teams in personalizing the buying experience by providing AI and machine learning algorithms for making customized product recommendations. PROS integrates with other CRM/ERP and PLS systems in the organization, and combines seamlessly with Salesforce and Microsoft Dynamics. It also provides analysis on deal performance and enables real-time collaboration with other teams in the organization to close deals.
servicePath
servicepath | CPQ for complex technology sales
servicePath is a configure, price and quote (CPQ) platform that is specifically designed to make complex quotes simple. ServicePath’s automated workflows ensure your customer’s needs are accurately captured and matched with appropriate solution components. ...
servicePath is a modular platform and each module addresses a specific aspect of the commercial service lifecycle: cost management, product management, sales management and solution management. It helps to deliver accurate quotes to customers faster, providing them with the tools to reach them before competition does.
ServicePath offers more than the standard CPQ solution. It tracks and manages client contracts, configurations and renewals all in one place. ServicePath’s powerful quote engine merges product information, pricing, customer requirements and other relevant content into a professional proposal document. With ServicePath, get a 360° view of financial details including revenue and margin for any quote at any time. It is managed through configuration, no developers are required.
Revalize
Software solutions to streamline and accelerate revenue processes
Revalize is a software solution that helps to connect with the markets through elevated digital experiences. It helps to create order, reduce friction, and empower manufacturers to make meaningful connections every step of the way. ...
It helps with easier connections and realizing more revenue with better buying experiences, manufacturing processes and sales cycles through a SaaS platform for PIM, CPQ, design applications, engineering simulations, tools for visualization, AR/VR, and more.
It enables better buying and faster sales, discovers all products in one place with visibility of the companies quoting activity and positioning, seamless integration with other business systems, and so on.
Revalize acquires FPX CPQ.
ResponsiBid
The selling system for service companies.
ResponsiBid is a bidding and sales tool including follow-up automation and keep the focus on making the best bidding and sales tool to maximize the profit and revenue and also acquire customers. ...
ResponsiBid provides customers quotes in person or over the phone and gives them access to accurately get a quote from the website, follow-up emails, texts, voice mail bombs, postcard mailings flawlessly, and lets the customers schedule themselves based on the availability of the best crew with the best drive times.
ResponsiBid includes features like video integration, instant online purchase options, and auto follow-up leading to a lot of the sales process that happens automatically, systematizes the quoting process to provide accurate quotes, systems and automation drive the sales where people get it and respect it, they upsell themselves, and closing just happens.
