Compare Quote Roller vs Salesforce vs QuoteWerks

Salesforce

CRM
 (294)
More Information More Information More Information

Crozscore:

86%
what is this?
83%
41%
interest rising

Crozscore:

85%
what is this?
77%
68%
interest falling

Crozscore:

84%
what is this?
81%
39%
interest rising
Quote Roller screenshot view 1 more Salesforce screenshot view 1 more 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:

Salesforce is the Customer Success Platform. Our social and mobile cloud technologies - including our flagship sales and CRM applications - help companies connect with customers, partners, and employees in entirely new ways.

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:

  • Google Apps Integration
  • File Transfer
  • A/B Testing
  • File Sharing
  • Conversion Tracking
  • Custom Data Forms
  • Third-Party Plugins/Add-Ons
  • Supplier Management
  • Referral Tracking
  • Project Management
  • Customer Management
  • Scheduling
  • Task Scheduling/Tracking
  • Calendar Management
  • Audience Targeting
  • Batch Permissions & Access
  • 2-Factor Authentication
  • Expense Tracking
  • Marketing Automation
  • Lead Scoring
  • Data Export
  • Data Import
  • Click-to-Dial
  • Notifications
  • Multi-Currency
  • Multi-User
  • External Integrations
  • Dashboard
  • Data Visualization
  • API
  • Contact Management
  • Contact Sharing
  • Lead Management
  • Email Integration
  • Forecasting

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:

  • Find more high-quality leads, more quickly, and grow your pipeline.

  • Sales force automation allows you to streamline your sales processes so you can spend more time selling.

  • Model your business in Salesforce and make smarter decisions with powerful analytics.

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

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:
1999
Based in:
San Francisco
Employees:
10001+
Likes:
Followers:
444k

Publisher:

Founded:
-
Based in:
-
Employees:
-
Likes:
1.52k
Followers:
1.19k

Other:

Regional Restrictions:
No restrictions.

Other:

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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