Compare Proposeful vs KiteDesk vs QuoteWerks

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Proposeful screenshot view 3 more KiteDesk screenshot view 5 more QuoteWerks screenshot view 4 more

Software Description:

Proposeful is the most versatile online proposal creation tool in the world.

Our intuitive editor lets users customize our proposal templates or create their own. Content is 100% customizable, from the colors and fonts to adding images, videos and even HTML sections and embedded content. Proposals can be saved as .PDF exactly as they are seen, or accessed online for better follow-up options.

Proposeful also lets companies easily manage their open negotiations and measure how effective their teams are with a clear overview of proposal success.

Software Description:

KiteDesk provides smarter sales prospecting software, overcoming the #1 challenge salespeople face -- a lack of qualified leads. Picture, with KiteDesk FIND, an all-in-one Lead Generation Platform with up-to-date contact and account data, where you can quickly create Lead Lists on-demand.

Then, with KiteDesk FLOW, your sales team will reach out to the right people at the right time with the right message--all prioritized by our intelligent and auto-adjusting ToDo queue. Lead Management has never been this easy-- or this effective. Its lead generation at scale, where the hardest part of sales is made more powerful than ever before.

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:

  • Multi-User
  • Notifications
  • Lead Management
  • Multi-Currency
  • Conversion Tracking

Features:

  • Data Import
  • Audience Targeting
  • Contact Management
  • Data Export
  • Contact Sharing
  • External Integrations
  • Data Visualization
  • Email Integration
  • Lead Scoring
  • Referral Tracking
  • Social-Media Integration
  • Third-Party Plugins/Add-Ons
  • Multi-User
  • Notifications
  • Lead Management
  • Google Apps Integration
  • Customer Management
  • Dashboard
  • Calendar Management
  • Scheduling

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:

  • Online business proposals that can be signed by email.

  • 100% customizable proposal templates

Summary:

  • SMARTER SALES PROSPECTING

  • 300 Leads Per Month Included

  • Account-Based Sales Prospecting

  • Ideal Customer Profile Builder

  • On-Demand Data Marketplace

  • Multiple Data Providers

  • Upload & Enrich

  • Chrome Extension

  • Easy Data Export

  • Email Guessing

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

Pricing:

  • Starting from: $75.00/month
  • Credit card required: N/A
  • All plans billed annually

KiteDesk FIND

$75.00
user(s) / month
Included in plan:
  • Bulk Lead Assignment
  • Sync to CRM
  • 1-Click Import
  • Email Guessing
  • Easy Data Export
  • Chrome Extension
  • Upload & Enrich
  • Multiple Data Providers
  • On-Demand Data Marketplace
  • Ideal Customer Profile Builder
  • Account-Based Sales Prospecting
  • 300 Leads Per Month Included
  • SMARTER SALES PROSPECTING

KiteDesk FIND + FLOW

$125.00
user(s) / month
Included in plan:
  • Conversion Rate Optimization (Sales)
  • Configurable Recipes
  • Controlled ToDo’s
  • Communications Sequencing
  • Coordinated FLOWs
  • Mapper – Lead Routing, Rules, Triggers
  • Calendar – Scheduler
  • Metrics Dashboard
  • Phone / Dialer
  • Email Suite
  • Prospect Lists
  • Consolidated View Includes:
  • All-in-One Lead Gen Platform
  • COMPREHENSIVE SALES DEVELOPMENT SOFTWARE

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:

    Does this service offer multi-user capability (e.g. teams)?
  • Most of Proposeful plans allow for unlimited users and private folders per user.

  • What are some applications this service is commonly used in tandem with?
  • Proposeful works very well when paired with a good CRM, allowing companies to have a solid control of both their pipelines and proposal efficiency. Digital contract softwares are also useful when included in a Proposeful document, allowing customers to close deals quickly.

  • What is this service generally used for?
  • For increasing sales and proposal conversion. Most clients report an increase in proposal close rate after switching to Proposeful.

  • Does this service offer guides, tutorials and or customer support?
  • Proposeful offers great support both by online chat and email to all customers.

  • Who are the main user groups of this service?
  • Proposeful is used by service companies of all sizes, from solopreneurs and freelancers to large digital agencies and service providers.

  • Does this service integrate with any other apps?
  • Proposeful integrates with some CRMs, digital contract services, messaging apps and other tools.

  • Does this service offer an API?
  • Not yet.

  • What platforms does this service support?
  • Proposeful is available on all devices as a web application. Proposals can be downloaded for offline access.

FAQs:

    Does this service offer multi-user capability (e.g. teams)?
  • Yes; Lead assignment, routing, triggers. Management Dashboard, Analytics. Email Templates, Phone Script sharing.

  • Who are the main user groups of this service?
  • Sales Teams who want to increase revenue.

  • What are some applications this service is commonly used in tandem with?
  • Salesforce
    Google Apps
    Microsoft Office
    Linkedin
    Twitter
    Facebook
    G+

  • Does this service offer an API?
  • Not public.

  • What platforms does this service support?
  • SaaS software; Runs in any web browser. Chrome Extension available.

  • Does this service offer guides, tutorials and or customer support?
  • Yes-- Trained Customer Support available via Chat, Phone, Online Meeting.

  • Does this service integrate with any other apps?
  • Salesforce
    Google Apps
    Microsoft Office
    Twilio
    InsideView
    ZoomInfo
    NetProspex
    Toofr

  • What is this service generally used for?
  • By combining a Sales Intelligence solution (KiteDesk FIND) with an All-in-One Sales Development platform (KiteDesk FLOW), the company enables sales teams to find and engage intelligently with the right prospects at the right time.

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.

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Other:

Who uses Proposeful
  • Freelance
  • Startups
  • SMEs
  • Agencies
Desktop Platforms:
  • Web App
Languages:
Portuguese, English
Regional Restrictions:
No restrictions.

Other:

Who uses KiteDesk
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Languages:
English
Regional Restrictions:
Works in English-speaking countries.

Other:

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