Pros vs QuoteWerks

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Our analysts compared Pros vs QuoteWerks based on data from our 400+ point analysis of CPQ Software, user reviews and our own crowdsourced data from our free software selection platform.

QuoteWerks Software Tool

Product Basics

PROS is an integrated solution that offers intelligence for commerce. It provides robust product catalogs, performance quote management, sales insights, market segmentation and customer-specific price optimization. Product and service configurations, streamlined agreements, omnichannel price management and real-time price delivery are some of its notable offerings. Users can engage with customers and sell personalized offerings using AI-powered technology. It provides a dedicated mix of CRM, eCommerce and an API for operational improvement.

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QuoteWerks is a web-based platform that streamlines quotes and proposal generation for companies of all sizes and industries. To enhance efficiency, it integrates with many CRM, accounting, shipping, vendor, distributor, payment gateway and leasing platforms. It offers real-time pricing, warehouse availability, product descriptions and images, electronic order submissions and more.
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$60/User, Monthly
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$13.75/User, Monthly
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Windows
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Chromebook
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Cloud
On-Premise
Mobile
Cloud
On-Premise
Mobile

Product Assistance

Documentation
In Person
Live Online
Videos
Webinars
Documentation
In Person
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Videos
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Email
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FAQ
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Knowledge Base
24/7 Live Support
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24/7 Live Support

Product Insights

  • Accelerate Quoting Processes: Quickly deliver personalized quotes to buyers. Increase deal sizes using AI-based cross-sell recommendations and guided selling. Tailor the offer according to each buyer with price recommendations. 
  • Optimize Contract Management: Streamline the agreement process throughout its lifecycle. Ensure accurate cost data based on fluctuating commodity prices and automatically recalculate prices at the time of renewal. View real-time changes in contracts during amendments. Store all agreements along with terms and conditions in a centralized repository.  
  • Error-free Configurations: Eliminate common errors and accurately configure complex products with visualization tools like 2D, 3D, AR and VR.  
  • Personalized Recommendations: Analyze buying patterns and deliver tailored product recommendations by leveraging AI. 
  • Flexible Catalog: Create a responsive, searchable digital product catalog equipped with cross-selling and upselling recommendations. Incorporate rich media content and region-specific currency. 
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  • End-to-End Quote Management: Streamline sales processes and increase conversion rates. Sales reps can create and generate quotes with drag-and-drop functionality. Managers can generate interactive quotes, meet compliance requirements, track margins and minimize errors and training time. 
  • Reduced Mistakes: Reduce errors by requesting peer feedback and approving quotes before sending them to customers. Activate approval requirements, define conditions and specify the authorized personnel. 
  • Access to Product Details: Increase cross-selling chances by downloading and importing product files. Access pictures, accessories and spec sheets, user-friendly descriptions, and detailed feature summaries through Product Content Subscription, powered by Etilize. Compare prices from Amazon, Dell, CDW and other major pricing platforms. 
  • Evolved Sales Processes: Sell faster and ensure customer satisfaction using branded and professional quotes and proposals. Create consistent, customizable and interactive quotes that include terms and conditions, SOWs, spec sheets and contracts. 
  • Easy Payment: QuoteValet ensures a smooth and easy payment process by supporting more than 80 credit cards and ACH payment gateway integrations, including ConnectBooster and PayPal. Maintain progress payments and balances, export payments, and collect deposits. 
  • Accurate Sales Tax Information: Save time and effort by leveraging easy and instant access to current tax rate information through Tax Rate Lookup. Find the correct sales tax for a particular city and zip code. 
  • Reduced Training Costs: Greatly reduce training expenses with webinar sessions, detailed product guides and lists for sales reps. 
  • Centralized Quote Storage: Find documents easily by storing and managing them in a central, searchable location. Filter documents by date, company, sales rep and other criteria. 
  • Standardize Pricing and Workflows: Standardize product and service offerings using an efficient workflow for document creation. Create item lists, templates and bundles. 
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  • Price Optimization: Increase revenue and margin growth through AI-based pricing and segmentation strategies. 
    •  Maintain strategies by building and modifying guided formulas. 
    •  Deliver optimized and personalized pricing based on dynamic demands and market segments. 
    •  Coordinate prices across contracts and clients with a master price list. 
    •  Receive alerts for extreme pricing changes. 
    •  Gain a comprehensive view of pricing data to identify revenue and margin leakages. 
    •  Create, analyze and modify multiple rebate variations and add accrual rules. 
    •  Equip sales reps with customized negotiation price guidance. 
    •  Maintain competitive pricing based on industry standards with real-time data inputs. 
    •  Include dynamic variables in pricing strategies. 
    •  Create scalable and updated pricing lists with a real-time pricing engine add-on. 
    •  Receive price recommendations according to price-volume relationships. 
    •  Expand to e-commerce platforms and incorporate cross-sell recommendations. 
  • Guided Selling: Streamline quote-to-cash processes with sales acceleration modules. Shorten sales cycles and reduce dependency on manual labor through automated sales tasks like lead generation and quoting. 
  • Opportunity Detection: Identify new opportunities, uncover behavior patterns and analyze transactions. Automatically add opportunities to existing CRM systems with supportive insights for every suggestion. Use the forecasting algorithm to detect diminishing buying patterns, taking into account seasonal dips. 
  • Integrations: Connect existing tech infrastructures to CRMs, ERPs, PLMs and ecommerce platforms. Integrates with Salesforce, Adobe, Magento and more. 
  • CPQ: Create accurate, customized and feature-based product configurations. Sales teams can find the right product, manage approvals, calculate prices and generate proposals within the organization’s CRM. 
    • Real-Time Collaboration: Coordinate simultaneously with sales reps and internal pricing crew members. 
    • Self-Service: Clients can configure products on ecommerce platforms based on their requirements. 
    • Performance Analysis: Gain insights into deals and profits with integrated performance tools and waterfall charts. 
    • Visualizations: Incorporate 2D and 3D drawings and augmented reality technologies into quotes. 
    • Documentations: Create tailored sales agreements, proposals, bids, RFPs and terms and conditions. 
  • Security: Ensure data protection with GPR, SOC 2 Type 2, ISO 27001 and Cloud Security Alliance’s Cloud Control Matrix compliance. Provides product, platform and physical security through Final Security Review, stack monitoring, threat protection programs and disaster recovery. 
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  • CPQ: Improve customer experience and sell more. Streamline quoting processes, extend functionalities and close sales cycles faster by accepting online payments, knowing when to follow up and providing e-signature capabilities. 
  • Quote-to-Cash: Helps improve communication with CRM and email integration tools. Customize quotes according to customer needs and streamline accounting, quoting and CRM processes. 
  • Procurement: Electronically submit purchase orders in Amazon Business, Dell QuickBooks, Autotask, Sage 50 US Edition, ConnectWise and other manual purchase orders. Track line item shipping status, estimated ship date, warehouse locations, shipping numbers and product serial numbers in real time for orders placed through D&H, SYNNEX, Ingram Micro and Tech Data. Also, import purchase orders, receive individual items at different times and track purchase order status. 
  • QuoteWerks Web: Access existing documents, layouts, products, services and more through the desktop version. Create and edit documents, search for and retrieve contact information, search, display and use products, and customize labels and columns. It offers full support with QuoteValet and Etilize 
  • Distributor and Vendors Association: Quote items from distributors with real-time pricing from more than 15 supported vendors. These include Amazon Business, Cisco, Dell, HP, D&H, iQuote, Ingram Micro and more. Capabilities range from quote search, creation and import to order requisitions shipment and serial number tracking. 
  • Integrations: 
    • CRM and PSA: Integrates with Microsoft Outlook, Salesforce, Zoho CRM, SugarCRM, Infor CRM, ConnectWise and GoldMine. Transfer important sales data for forecasting and reporting, share estimates and proposals with prospects, and create orders. Combine sales quotes with business development opportunities and gain visibility into revenue streams. 
    • Accounting: Eliminate or minimize re-typing errors, duplicate entries and costly mistakes through integration with QuickBooks, Reckon, Sage 50 and other third-party add-ons. It helps create invoices when quotes become orders. 
    • Shipping: Obtain real-time shipping quotes through integration with FedEx and UPS. Calculate, mark up and pass through shipping costs, choose from a grid of available services and pricing, and provide customers with shipping choices. 
    • Leasing: Integrates with Ingram Micro Lease-IT and GreatAmerica Financial Services, offering built-in lease payment calculation support, multiple lease choices, and an option to purchase or lease quotes. It also automates credit application submission, shows available lease options and helps create, edit and maintain lease rate cards. 
  • QuoteValet: Streamlines the quote delivery and acceptance process by tracking received, viewed, reviewed and accepted quotes. Accept payment through credit cards, activate electronic signing, set auto-reminders, share files, collaborate with customers and attach single or multiple videos to documents. It provides branded and specialized quote delivery web pages. 
  • Shopping Cart: Create online order forms to automate customer re-orders, receive paid orders from promotional email blasts and offer discounts on specific items for a limited time. 
  • QuoteValet Mobile: Create, share, accept and make payments for quotes through mobile devices, most suitable for quick and small orders. 
  • Dashboard: 
    • Summary: Managers gain insights into the top-selling products, quote stages, quarterly progress and the total number of current and historical quotes and orders. It highlights milestones, notifications for quote requests, expiring quotes and monthly sales quotas. 
    • Opportunities: Check forecasts, analyze performance and gain quarterly and YTD summaries. The dashboard shows the top five won, open and lost quotes, along with the top five products by quantity and value. 
    • Reporting: Filter pending quotes, keep track of details and see new opportunities. The color-coded document activity history helps distinguish between customer and sales rep activities. 
    • Payment: Easily view all sorts of payment levels, including partial and complete as well as payment methods such as credit card and PayPal. Track document change histories, seeing who changed it and when through the Audit Trail. 

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Product Ranking

#3

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CPQ Software

#9

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CPQ Software

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Analyst Rating Summary

77
65
67
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95
41
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80
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Analyst Ratings for Functional Requirements Customize This Data Customize This Data

Pros
QuoteWerks
+ Add Product + Add Product
AI-Based Capabilities Contract Management Dashboard And Reporting Mobile Capabilities Platform Capabilities And Security Price Management Product Configurator And Catalog Management Quote Management 67 95 60 19 67 93 85 73 0 41 80 38 83 72 70 79 0 25 50 75 100
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17%
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83%
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67%
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82%
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Analyst Ratings for Technical Requirements Customize This Data Customize This Data

82%
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18%
64%
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36%

User Sentiment Summary

Great User Sentiment 128 reviews
Great User Sentiment 423 reviews
82%
of users recommend this product

Pros has a 'great' User Satisfaction Rating of 82% when considering 128 user reviews from 4 recognized software review sites.

86%
of users recommend this product

QuoteWerks has a 'great' User Satisfaction Rating of 86% when considering 423 user reviews from 5 recognized software review sites.

4.1 (84)
4.3 (174)
4.5 (2)
4.47 (114)
4.5 (2)
4.0 (78)
4.0 (40)
3.5 (2)
n/a
4.4 (55)

Awards

SelectHub research analysts have evaluated Pros and concluded it earns best-in-class honors for Contract Management.

Contract Management Award

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Synopsis of User Ratings and Reviews

Integration: 72% of reviewers who mentioned this feature said that the platform easily integrates with CRMs, ERPs and other PROS modules.
Support: The vendor provides speedy and accurate tech support, as stated by 60% of users mentioning this element.
Ease of Use: Over 80% of the users who mentioned this aspect appreciated the ease of setting up user administration and managing pricing components.
Functionality: According to 69% of users who reviewed this feature, the solution offers robust CPQ modules like price guidance, complex configurations and workflow approvals.
User Interface: 70% of users who reviewed this element mentioned that the UI is user-friendly and loads quickly.
Configuration: The tool is highly flexible and configurable, according to 83% of reviewers talking about this aspect.
Automation: All the users who referenced this element said that the platform’s automation capabilities are a standout feature.
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Streamlined Quoting Process: QuoteWerks helps businesses create accurate and professional sales quotes quickly, saving time and effort. The software offers a range of features that automate tasks such as product selection, pricing calculations, and quote generation, allowing sales teams to focus on closing deals.
Improved Accuracy and Consistency: QuoteWerks helps eliminate errors and inconsistencies in quotes by providing a centralized platform for managing product information, pricing, and discounts. This ensures that all quotes are accurate and consistent, regardless of who creates them.
Enhanced Collaboration: QuoteWerks facilitates collaboration between sales, finance, and other departments involved in the quoting process. The software allows users to share quotes, track approvals, and communicate effectively, ensuring everyone is on the same page.
Integration with Other Systems: QuoteWerks integrates with popular CRM, accounting, and ERP systems, allowing businesses to streamline their workflows and avoid data duplication. This integration also provides valuable insights into sales performance and customer behavior.
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Implementation: The implementation process can be challenging and requires training for admins, as mentioned by 75% of users reviewing this element.
Speed and Performance: All the users who reviewed this feature mentioned that the platform has stability issues and could improve its performance.
Cost: 86% of reviews speaking of cost reported that software maintenance and subscriptions are expensive.
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Limited Customization: Users have expressed frustration with the limitations of customizing QuoteWerks to fit their specific workflows and branding requirements. For instance, tailoring documents and integrating with external systems can be challenging.
Usability Challenges: The user interface and overall user experience of QuoteWerks have been criticized for being outdated and cumbersome. Navigating through the software and finding specific features can be time-consuming and require a steep learning curve.
Reporting Limitations: Generating comprehensive and insightful reports can be difficult due to the limitations of QuoteWerks' reporting capabilities. Users often find it challenging to extract the specific data they need to analyze sales performance and make informed business decisions.
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PROS is an AI-powered solution that assists businesses with quote management, price optimization and complex product configurations. Reviewers have praised its price guidance and application versioning modules. They also liked the flexibility of the click-and-configure feature. Its analytical tool gives a detailed overview of business and price performance. Other well-liked capabilities include third-party integrations, prompt support and process automation. On the other hand, reviewers felt the platform’s speed is quite slow, particularly for workers accessing it off-premises. Some users also noted that the onboarding process is complex and requires a dedicated support team. Overall, PROS is a strong CPQ solution, with automation and analytical capabilities further adding to its functionality. It’s well-suited for SMBs looking to automate their CPQ processes.

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QuoteWerks has been around for a while, and it shows in its large user base. The software has a reputation for being easy to use, which is a big plus for businesses that need to get up and running quickly. Users appreciate the ability to create quotes quickly and efficiently, saving them time and hassle. However, some users find QuoteWerks to be a bit lacking in features compared to other CPQ software options on the market. It's important to note that QuoteWerks is not the cheapest option out there, so businesses need to weigh the cost against the benefits before making a decision. One of the things that sets QuoteWerks apart is its integration with Salesforce. This is a major advantage for businesses that already use Salesforce, as it allows them to streamline their sales process. QuoteWerks also offers a basic configurator, which can be helpful for businesses that need to create complex quotes. However, the configurator is not as powerful as some of the other options on the market. Overall, QuoteWerks is a good choice for businesses that need a simple and easy-to-use CPQ solution. It's also a good option for businesses that are already using Salesforce. However, businesses that need a more feature-rich CPQ solution may want to consider other options. Want a CPQ solution that really "werks"? Look no further than QuoteWerks.

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Screenshots

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