Compare Quote Roller vs CobbleStone vs QuoteWerks

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Crozscore:

86%
what is this?
84%
40%
interest rising

Crozscore:

74%
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100%
33%
interest falling

Crozscore:

85%
what is this?
81%
38%
interest rising
Quote Roller screenshot view 1 more CobbleStone screenshot QuoteWerks screenshot view 4 more

Software Description:

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.

Software Description:

Contract Insight™ Enterprise Edition Software is an 'End-to-End' enterprise level, completely web-enabled, contract lifecycle management software which provides:

  • enterprise contract tracking
  • contract drafting
  • configurable custom user-defined fields
  • custom report design tools
  • e-mail alerts
  • calendar reminders
  • legal hold
  • task and checklists
  • security
  • document management
  • check-in tracking
  • workflow
  • financials
  • cost control
  • searching
  • performance tracking
  • full- text indexing
  • web platform
  • web calendaring
  • and more.

It is built upon the latest web-enabled technologies so it can be deployed faster, supported easier, thus reducing your total cost of ownership and accelerating your return on investment.

Contract Insight™ Enterprise Edition offers flexible deployment options. The Enterprise Edition may be “Locally Deployed” (installed and hosted on your organization’s server) with a perpetual one-time software license, or it may be hosted by CobbleStone Systems Corp. as a Cloud / 'Software as a Service' (SaaS) solution with an annual hosting subscription.

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:

Features:

  • API
  • 2-Factor Authentication
  • Calendar Management
  • Contact Management
  • Dashboard
  • Document Comparison
  • External Integrations
  • File Sharing
  • File Transfer
  • Multi-User
  • Notifications
  • Scheduling
  • Third-Party Plugins/Add-Ons
  • Data Export
  • Data Import
  • History/Version Control
  • Password & Access Management
  • Email Integration
  • Project Management

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:

  • 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: N/A
  • CobbleStone's contract management software is available as SaaS or installed with Concurrent User or Named User licensing options. Contact us for custom pricing quote.

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:

    No FAQs associated with this application.

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

Publisher:

Founded:
-
Based in:
Princeton
Employees:
51-200
Likes:
2.12k
Followers:
474

Publisher:

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

Other:

Regional Restrictions:
No restrictions.

Other:

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