Compare HelloSign vs QuoteWerks vs Shortlist

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Crozscore:

88%
what is this?
86%
46%
no significant changes

Crozscore:

84%
what is this?
81%
39%
interest falling

Crozscore:

77%
what is this?
36%
interest rising
HelloSign screenshot view 5 more QuoteWerks screenshot view 4 more Shortlist screenshot

Software Description:

HelloSign enables its users to sign agreements and all kinds of documents with a legally required electronic signature. They just need to email a document to the other side and request signing. People receiving the documents with signature requests don't need to pay and don't need a HelloSign account.

Documents for signing can also be shared via Dropbox, Google Drive, Box.com, Evernote, or SkyDrive. This software helps individuals and businesses complete their paperwork promptly and with no risk.

HelloSign offers numerous features, like automatic email reminders, flexible signing workflow, team management tools, bank-level security, templates, numerous integrations, and more. There are aslo mobile apps, so documents can be signed from Android and iOS devices as well.

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.

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.

Features:

  • Notifications
  • Electronic Signature
  • Multi-User
  • File Transfer
  • File Sharing
  • Data Import
  • 2-Factor Authentication
  • External Integrations
  • API
  • Data Export

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

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

Summary:

  • Team Management Tools

  • Templates

  • Branding

  • API

  • Flexible Workflows

  • In-Person Signing

  • Phone and Email Support

  • In the Cloud

  • Bank Level Security

  • Google Integrations

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

Summary:

    No key features associated with this application.

Free

Free
Included in plan:
  • 3 Documents per Month
  • 1 Sender
  • 0 Templates
  • Integrated with Google Drive
  • Status Notifications
  • Audit Trail

Pro

$13.00
1 user(s) / month
Included in plan:
  • 1 Template
  • Unlimited Documents per Month
  • Data Validation

Business

$40.00
1 user(s) / month
Included in plan:
  • 5 Templates
  • 5 Senders Included
  • Branding
  • In-person Signing
  • Signer Access Code
  • Team Transaction Overview

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)

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

FAQs:

    What platforms does this service support?
  • This is a web-based software with mobile apps for Android and iOS.

  • What are some applications this service is commonly used in tandem with?
  • HelloSign is commonly used in tandem with G Suite and various business applications, like Box, Dropbox and Evernote.

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes.

  • Who are the main user groups of this service?
  • Main users of this service are small and medum-sized enterprises.

  • Does this service offer guides, tutorials and or customer support?
  • HelloSign offers Phone Support, Knowledge Base, Help Center, Community.

  • Does this service integrate with any other apps?
  • Integrations: TAM, HubSpot, Gatekeeper, Dropbox, Workbooks CRM, Bitium, G Suite, Google Drive, Gmail, Google Docs, Box, Evernote, OneDrive, Zapbook, Zapier, Microsoft OneDrive, Oracle, Slack, Hubspot, SalesForce, Eventbrite.

  • What is this service generally used for?
  • HelloSign is used for signing documents with legally binding e-signatures.

  • Does this service offer an API?
  • Yes, it offers API.

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.

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.

Publisher:

Founded:
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Based in:
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Employees:
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Likes:
Followers:

Publisher:

Founded:
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Based in:
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Employees:
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Likes:
Followers:

Publisher:

Founded:
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Based in:
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Employees:
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Likes:
875
Followers:
6.07k

Other:

Who uses HelloSign
  • SMEs
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
  • Android
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.

Other:

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