Compare Quote Roller vs CobbleStone Contract Insight vs QuoteWerks

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QuoteWerks

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Quote Roller screenshot view 1 more CobbleStone Contract Insight screenshot view 2 more QuoteWerks screenshot view 4 more

About Quote Roller

Quote Roller makes you save time and money. It allows you to create sales documents, employ dynamic quoting, get electronic signatures, and automate your workflow

with great ease of access there is no need to switch between word processors, CPQ tools, esigning apps, and your inbox.

About CobbleStone Contract Insight

CobbleStone Software has been a leader in contract management software since the mid-1990s and has helped thousands of contract management professionals from a variety of industries in the public and private sectors. CobbleStone’s trusted contract management software - Contract Insight® - is built on powerful contract intelligence that supports full contract lifecycle management. CobbleStone’s user-friendly, scalable, low-friction, and feature-rich contract management solution is an intelligent platform that can be accessed from most devices. CobbleStone’s Contract Insight offers many future-minded features, including:
Easy Searching & Reporting

  • Proactive Key Date & Task Alerts
  • Dynamic Templates & Clauses
  • Vendor Registration & Vendor Management
  • Intelligent Automated Workflow
  • Online Negotiations & E-Signatures
  • Artificial Intelligence & Machine Learning
  • And /Much More...

Contract Insight is built upon the latest web-enabled technologies – offering a quickly deployable and easily supported software solution for cost-effective ownership and increased ROI.
Contract Insight offers flexible deployment options. Contract Insight Enterprise can be deployed (installed and hosted on your organization’s server) with a perpetual one-time software license, or it can be hosted by CobbleStone Software as a web-enabled (SaaS) solution with an annual hosting subscription.

About QuoteWerks

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, 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

  • API
  • Audience Targeting
  • Budgeting
  • Calendar Management
  • Contact Management
  • Contact Sharing
  • CRM Integration
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Email Integration
  • Expense Tracking
  • External Integrations
  • Forecasting
  • Google Apps Integration
  • Inventory Tracking
  • Lead Management
  • Lead Scoring
  • Marketing Automation
  • Multi-Currency
  • Multi-User
  • Notifications
  • Project Management
  • Referral Tracking
  • Scheduling
  • Supplier Management
  • Third-Party Plugins/Add-Ons
  • Travel Management
  • Call Tracking
  • Call Disposition
  • Softphone
  • Sales Motivator

Features

  • 2-Factor Authentication
  • API
  • Calendar Management
  • Contact Management
  • Dashboard
  • Document Comparison
  • External Integrations
  • File Sharing
  • File Transfer
  • Multi-User
  • Notifications
  • Scheduling
  • Third-Party Plugins/Add-Ons

Features

  • API
  • Audience Targeting
  • Contact Management
  • Contact Sharing
  • Conversion Tracking
  • Customer Management
  • Data Export
  • Data Import
  • Email Integration
  • Expense Tracking
  • External Integrations
  • Google Apps Integration
  • Inventory Tracking
  • Lead Management
  • Lead Scoring
  • Marketing Automation
  • Multi-Currency
  • Multi-User
  • Notifications
  • Supplier Management
  • Pricing
  • Sales Motivator
  • Order management

Summary

  • Built in workflow management

  • Discount and margin calculations

  • Automatic tags

  • Centralized product catalog

Summary

  • Contract licefycle management.

  • Contract compliance.

  • Online negotiation and electronic signature.

  • User-friendly setup and implementation.

  • Easy to use interface.

  • Create contracts from templates and clause library.

  • Receive contract key date email alerts and calendar notifications.

  • Affordable with free trial for 30 days.

  • Software available as SaaS/Cloud or Installed/Deployed.

  • Starting at $59 per user per month.

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: $59.00/month
  • Credit card required: No
  • CobbleStone's contract management software is available as SaaS or installed/deployed with Concurrent User or Named User licensing options. Contact us for custom pricing quote.

Contract Insight Express

$59.00
1 user(s) / month
Included in plan:
  • Unlimited contract management
  • Unlimited contract storage
  • Unlimited contract alerts
  • Contract templates

Pricing

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 are some applications this service is commonly used in tandem with?
  • Salesforce, MS Dynamics, Oracle, SharePoint, QuickBooks Online, SAP, PeopleSoft, ReqLogic, JD Edwards, MS Office, AdobeSign, Docusign, Workato

  • Does this service integrate with any other apps?
  • CobbleStone's Contract Insight integrates with many leading applications. Contract Insight Enterprise includes web services API for firewall-friendly integration and can be integrated at the MS SQL Database level; system is built on principles that allow us to extend the functionality of the system to any 3rd party software. The system is built upon open standards to allow integration with other systems via data direct, ODBC, web services, APIs, and custom scripting. Contract Insight is built upon MS SQL Server database and offers open database connectivity to allow third party reporting tools to query and report off of the system. CobbleStone also offers a Database Integration Manager for user-friendly integration setup and management (add-on module priced separately).

  • Does this service offer an API?
  • Contract Insight offers an open API backend, allowing it to be integrated with any other similarly built systems.

  • Does this service offer multi-user capability (e.g. teams)?
  • Contract Insight Enterprise Edition supports unlimited users per system, and user licenses may be added without interruption. Contract Insight Enterprise Edition has been benchmarked to support thousands of users with simultaneous access to the system. To date, CobbleStone Systems’ largest client is the State of Colorado with 116 Agencies and Sub-agencies operating their Contract Insight system with thousands of users. Employee access is only constrained by the client’s purchased license volume (concurrent user licenses or named user licenses).

  • What is this service generally used for?
  • CobbleStone Software designs, develops and markets Contract Insight™ Contract - Procurement Management Software to help manage legal, sales, and procurement contracts. CobbleStone is used by hundreds of organizations spanning the globe. Tens of thousands of legal, sales, and procurement professionals use & trust CobbleStone Software for their contract, sales, and procurement needs.

  • Does this service offer guides, tutorials and or customer support?
  • The support and maintenance is included in our SaaS (CobbleStone-hosted) system as a part of the monthly fee. For the client installed version, unlimited annual support and maintenance is part of the annual maintenance and support plan.

  • Who are the main user groups of this service?
  • Contract Insight Enterprise can be either installed on your company's servers or hosted by CobbleStone Systems (SaaS).

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.

Vendor Information

Founded:
-
Based in:
South San Francisco
Employees:
-
Likes:
Followers:

Vendor Information

Founded:
-
Based in:
Princeton
Employees:
51-200
Likes:
Followers:

Vendor Information

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

Other

Regional Restrictions:
No restrictions.

Other

Who uses CobbleStone Contract Insight
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Mobile Platforms:
  • iOS
  • Android
  • WinPhone
  • Blackberry
Languages:
Afrikaans, Arabic, English, Spanish, German, French, Chinese
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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