Compare QuoteWerks vs Legalesign vs bpm'online sales

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Crozscore:

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

Crozscore:

72%
what is this?
31%
no significant changes

Crozscore:

84%
what is this?
100%
43%
interest falling
QuoteWerks screenshot view 4 more Legalesign screenshot view 3 more bpm'online sales screenshot view 1 more

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:

Legalesign is an online e-signature and contract management platform that offers an end-to-end online document signing experience. Your customers complete and sign your documents immediately online from anywhere and on any device, and the platform handles workflows that range from simple signing to complex transactions. Sophisticated tracking features enable you to monitor (and follow-up) each stage of the process, and you can adapt your settings to reflect your internal processes and workflows as well as customise the signer-interface with your text and branding.

Whether you need a form embedded in your website, a seamless e-signature API integration, and/or if you want to track your contracts through their multi-signer journey, Legalesign is the preferred solution for IT professionals and businesses seeking a strong e-signature partner that will deliver value now and in the longer term.

Save money, save time and improve the signing experience. Learn more from Legalesign's peerless customer service, and let them get you set up with the best electronic signature solution for your business.

Legalesign offers the EU Advanced Electronic Signature as set out by EU eIDAS regulation 910/2014.

Software Description:

Bpm'online sales is a cloud CRM system for comprehensive sales force automation from lead management to large enterprise sales. Employ out-of-the-box reference processes to manage the entire sales cycle! Bpm'online recognized in Gartner 2016 Magic Quadrant for the CRM Customer Engagement Center, as well listed in Five Categories of The Gartner CRM Vendor Guide 2016 (SFA, Partner Relationship Management, Inside Sales and Customer Service Software).
There are three editions available: team, commerce and enterprise. Prices start from $25 per user / month.

Product Features

  • 360° customer view
  • Opportunity management
  • Orders and invoices
  • Sales forecasting
  • Products and services
  • Collaboration tools
  • Quote management
  • Contract management
  • Document flow automation
  • Project management
  • Field sales

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:

  • Data Export
  • API
  • 2-Factor Authentication
  • External Integrations
  • Calendar Management
  • Multi-User
  • Notifications
  • Contact Management
  • File Sharing
  • File Transfer
  • Dashboard
  • Scheduling
  • Timesheets
  • Data Import
  • Employee Onboarding
  • Data Visualization
  • Third-Party Plugins/Add-Ons
  • Project Management
  • Customer Management
  • Supplier Management
  • Lead Management
  • Password & Access Management

Features:

  • Referral Tracking
  • Batch Permissions & Access
  • Password & Access Management
  • Social-Media Integration
  • Contact Sharing
  • Expense Tracking
  • Multi-Currency
  • Dashboard
  • Third-Party Plugins/Add-Ons
  • External Integrations
  • Supplier Management
  • Lead Scoring
  • Project Management
  • Inventory Tracking
  • File Sharing
  • Data Import
  • Data Visualization
  • Data Export
  • Multi-User
  • API
  • Audience Targeting
  • Budgeting
  • Contact Management
  • Customer Management
  • Calendar Management
  • Scheduling
  • Marketing Automation
  • Google Apps Integration
  • Notifications
  • Lead Management
  • Email Integration
  • Forecasting

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:

  • Feature rich and user friendly, Legalesign is a versatile electronic signature platform.

  • Documents can be signed online via email, via an embedded page on a customers website or via an API integraton

  • API documentation is comprehensive and support is exceptional.

  • Real time tracking allows user to know in real time who is signing which document.

  • Document management allows auto reminders to be scheduled to chase unsigned docs.

  • All events in connection with a document are logged and timestamped.

Summary:

    No key features associated with this application.

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)

Pro

$25.00
1 user(s) / month
Included in plan:
  • Branding
  • Send 25 Documents per month
  • 10 templates

Essential

$15.00
1 user(s) / month
Included in plan:
  • Send 10 Documents per month
  • 2 templates

Business

$40.00
1 user(s) / month
Included in plan:
  • Send Unlimited documents (fair usage)
  • Unlimited Templates
  • Branding
  • Real time tracking

Custom


Priced on a per Document basis

Team

$25.00
1 user(s) / month
Included in plan:
  • 360° customer view
  • Collaboration tools
  • Business process management
  • Lead management
  • Document flow automation
  • Knowledge management
  • Mobile app
  • Analytics
  • Synchronization and integration
  • Customization and administrative tools
  • Customization and administrative tools
  • Out-of-the-box process for large sales
  • Products and services

Commerce

$30.00
1 user(s) / month
Included in plan:
  • 360° customer view
  • Collaboration tools
  • Business process management
  • Lead management
  • Document flow automation
  • Knowledge management
  • Mobile app
  • Analytics
  • Synchronization and integration
  • Customization and administrative tools
  • Orders and invoices
  • Products and services
  • Product catalogue management

Enterprise

$50.00
1 user(s) / month
Included in plan:
  • 360° customer view
  • Collaboration tools
  • Business process management
  • Lead management
  • Document flow automation
  • Knowledge management
  • Mobile app
  • Analytics
  • Synchronization and integration
  • Customization and administrative tools
  • Opportunity management
  • Out-of-the-box process for large sales
  • Orders and invoices
  • Sales forecasting
  • Contract management
  • Products and services
  • Product catalogue management
  • Project management

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 platforms does this service support?
    1. No download necessary.
    2. Mobile friendly.
    3. Works across platforms.
  • Does this service offer an API?
  • Yes. API integration has been made as easy as possible and comprehensive documentation is available. Tech support is available to assist.

  • Does this service integrate with any other apps?
  • Yes.
    API integrations possible with very comprehensive documentation available.
    Or use our Zapier integration to plug in our e signatures.

  • Who are the main user groups of this service?
  • Companies of all sizes and sectors.

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes. Multiple users and teams are supported. This allows separate and discrete user groups across a corporation on the same account and is also useful for staged roll out in larger firms.

  • What are some applications this service is commonly used in tandem with?
  • Customer Onboarding.
    CRM software.
    Fintech.
    Compliance Signing.
    Legal Drafting.
    Account signing.
    Event Registration.

  • Does this service offer guides, tutorials and or customer support?
  • Yes. Customer support is live and immediate with our team always at the end of the phone. 1 to 1 Webinars to assist document set up and walk trough the site are available.
    How to tutorials and videos are available.

  • What is this service generally used for?
    1. Contracts to be signed online.
    2. Waivers to be signed online.
    3. Accounts to be signed online.
    4. Timesheets to be signed online.
    5. Internal compliance to be signed online.

FAQs:

    Who are the main user groups of this service?
    • Enterprises
    • Mid-size companies
    • Startups
    • Small companies
  • Does this service offer guides, tutorials and or customer support?
  • Support:

    • Phone support
    • Knowledge base
    • Customer success management
    • Academy
    • Community
    • ITIL/ITSM
  • What is this service generally used for?
    • Account and contact management
    • Intelligent data enrichment
    • Data enrichment through social media
    • Profile completeness
    • Customer segmentation
    • Interactions and communication history
    • Search and merge duplicates
    • Customer database analytics
  • What are some applications this service is commonly used in tandem with?
    • Twitter,
    • Facebook,
    • Google Contacts and Calendars,
    • LDAP,
    • IMAP,
    • MS Exchange,
    • Google Maps,
    • OpenStreetMap,
    • MailChimp / Mandrill
  • Does this service offer an API?
  • Bpm'online provides open configuration and extensive API to allow any customizations and integrations required for your business.

  • What platforms does this service support?
  • Platforms: Android, iOS, Mac, Windows, Web-based.

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

Publisher:

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

Publisher:

Founded:
-
Based in:
Cambridge
Employees:
11-50
Likes:
Followers:

Publisher:

Founded:
-
Based in:
-
Employees:
-
Likes:
14.3k
Followers:
2.89k

Other:

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

Other:

Who uses Legalesign
  • Personal
  • Freelance
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Mobile Platforms:
  • iOS
  • Android
  • WinPhone
Languages:
English
Regional Restrictions:
USA and EU

Other:

Who uses bpm'online sales
  • SMEs
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Mobile Platforms:
  • iOS
  • Android
Languages:
Hebrew, French, Polish, English, Spanish, Portuguese, Turkish, Italian, Arabic, German, Russian
Regional Restrictions:
No restrictions.
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