Compare DocuSign vs Shortlist vs QuoteWerks

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Crozscore:

95%
what is this?
98%
34%
interest rising

Crozscore:

77%
what is this?
36%
interest rising

Crozscore:

84%
what is this?
81%
39%
interest falling
DocuSign screenshot view 1 more Shortlist screenshot QuoteWerks screenshot view 4 more

Software Description:

Easy to use, Docusign is secure and global, with more than 50 million users in 188 countries around the world. It also offers simple and intuitive user experience, accessible from anywhere on any device.

Software Description:

The workforce of tomorrow is already here today! Gartner predicts that by 2020, more than 50% of the workforce will be comprised of external workers including freelancers, contractors and vendors. This means more companies will rely on external partners, contractors and vendors to be successful.

Shortlist is a SaaS offering for the Gig Economy. Shortlist helps companies find and manage their complete external workforce (freelancers, contractors and vendors) by providing a single platform to source, on-board, manage, review/rate and pay them.

Software Description:

QuoteWerks is a non-industry specific quoting and proposal application enabling companies of all sizes to quickly and efficiently create detailed, professional quotes and proposals.

Our seamless integrations to the most popular CRMs (such as ACT!, Autotask, ConnectWise, salesforce.com, MS CRM, Outlook and more), complete integrations to QuickBooks and Sage 50, and our IT Distributor links (including Tech Data, Ingram Micro, Synnex, D&H, Comstor, Scansource and more) provides our users with a stable and dynamic solution to streamline their sales process.

Features:

  • Data Export
  • Scheduling
  • API
  • Google Apps Integration
  • CRM Integration
  • Email Integration
  • External Integrations
  • Electronic Signature
  • Notifications
  • Multi-User
  • File Transfer
  • File Sharing
  • 2-Factor Authentication
  • Contact Management
  • Document Comparison

Features:

  • File Transfer
  • Electronic Signature
  • Tax Management
  • Contact Management
  • Billing/Invoicing
  • Dashboard
  • Onboarding
  • External Integrations
  • Employee Onboarding
  • Data Import
  • Expense Tracking
  • Employee Database
  • Application Tracking

Features:

  • Electronic Signature
  • Dashboard
  • Third-Party Plugins/Add-Ons
  • Forecasting
  • Supplier Management
  • Multi-User
  • Notifications
  • Google Apps Integration
  • External Integrations
  • Multi-Currency
  • Contact Sharing
  • API
  • Data Import
  • Email Integration
  • Contact Management
  • Data Export
  • Conversion Tracking

Summary:

  • Global

  • Secure

  • Intuitive

  • Easy to Use

Summary:

    No key features associated with this application.

Summary:

  • Create professional sales quotes and proposals in minutes

  • Integrate with current systems to ensure accurate forecasts

  • Streamline your sales process

  • Track customer interactions on each sales document

  • Review progress through dashboard

  • Order directly through IT Distributors

  • Affordable solution for any size business in any industry

Personal

$10.00
1 user(s) / month
Included in plan:
  • Single user only
  • Send documents for signature: 5/month
  • Basic fields
  • Mobile app
  • Reusable templates
  • Basic workflows
  • Real-time audit trail
  • Integrates with Dropbox, Google Drive, and more.
  • Multiple languages

Standard

$25.00
1 user(s) / month
Included in plan:
  • Send documents for signature
  • Basic fields
  • Mobile app
  • Reusable templates
  • Basic workflows
  • Real-time audit trail
  • Integrates with Dropbox, Google Drive, and more.
  • Multiple languages
  • Reminders & notifications
  • Personalized branding

Business Pro

$40.00
1 user(s) / month
Included in plan:
  • Send documents for signature
  • Basic fields
  • Mobile app
  • Reusable templates
  • Basic workflows
  • Real-time audit trail
  • Integrates with Dropbox, Google Drive, and more.
  • Multiple languages
  • Reminders & notifications
  • Personalized branding
  • Advanced fields
  • Signer attachments
  • Bulk Send
  • PowerForms
  • Collaborative fields
  • In-person signatures
  • Advanced authentication$

Premium


Contact Us For a Quote
Included in plan:
  • Everything in Free+
  • Custom Reporting
  • Classification Risk Reports
  • Background Checks
  • Custom User Roles
  • Account Management
  • Vendor Management
  • Custom Integrations
  • Custom Branding
  • RFP/RFI/RFx

Start for Free

Free
Included in plan:
  • Documents and Contracts
  • Payments and Tax Forms
  • Invoices
  • Add Skills and Notes
  • Groups and Categories
  • Onboarding Templates
  • Recruitment Tools
  • Vendor/Talent Portal
  • Bulk Management
  • Projects and Assignments
  • Public Tenders
  • Tasks and Assignments
  • Add Skills, Ranks and Notes
  • Groups and Categories
  • Freelancer/Vendor Management
  • Rating and Reviews
  • Up to 1,000 Freelancers

Standard Edition

$20.00
1 user(s) / month
Included in plan:
  • Base package
  • Includes most links to CRMs

Professional Edition

$27.00
1 user(s) / month
Included in plan:
  • Includes features of Standard Edition and also Accounting Integrations
  • Includes Dashboard

Corporate Edition

$40.00
1 user(s) / month
Included in plan:
  • Includes all features of Standard and Professional
  • Includes advanced integrations (Autotask, ConnectWise, MS Dynamics)

FAQs:

    No FAQs associated with this application.

FAQs:

    What is this service generally used for?
  • Onboarding and documentation
    External talent profiles and groups
    RFX, RFP, RFI
    Payments
    Insights and Analytics
    Invoices
    Recruitment tools
    Task & Assignments
    Bulk Management
    And much more..

  • What platforms does this service support?
  • Web platform

  • Does this service offer guides, tutorials and or customer support?
  • Yes.

  • Does this service offer an API?
  • Yes.

  • Does this service integrate with any other apps?
  • Yes.

  • Who are the main user groups of this service?
  • Enterprises, Agencies, Businesses - any business who work or want to work with freelancers, vendors, contractors, gig workers.

FAQs:

    Does this service integrate with any other apps?
  • Yes, QuoteWerks integrates with over 12 different CRM and PSA applications (such as salesforce.com, Autotask, ConnectWise, MS Dynamics, Outlook, Google Contacts, SugarCRM, ACT!) as well as QuickBooks and Sage 50.

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes, QuoteWerks is available for single or multiple users.

  • Does this service offer an API?
  • Yes, the API is offered free of charge.

  • Who are the main user groups of this service?
  • Any company or individual looking to create line-item based professional quotes or proposals.

  • What are some applications this service is commonly used in tandem with?
  • QuoteWerks is commonly used in conjunction with the most powerful CRM and PSA systems including salesforce.com, Autotask, ConnectWise, ACT!, Outlook, Google Contacts, QuickBooks, Sage 50 and much more.

  • What is this service generally used for?
  • QuoteWerks is used to automate the creation and delivery of sales quotes and proposals to clients.

  • What platforms does this service support?
  • This program operates on a Windows platform.

  • Does this service offer guides, tutorials and or customer support?
  • Yes, QuoteWerks includes a free help file, videos, support forum, and phone and email support are also available.

Publisher:

Founded:
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Based in:
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Employees:
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Likes:
206k
Followers:

Publisher:

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:

Publisher:

Founded:
-
Based in:
-
Employees:
-
Likes:
1.52k
Followers:
1.2k

Other:

Regional Restrictions:
No restrictions.

Other:

Who uses Shortlist
  • Startups
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Languages:
English
Regional Restrictions:
No restrictions.

Other:

Who uses QuoteWerks
  • Freelance
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
Languages:
English
Regional Restrictions:
No restrictions.
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