Compare QuoteWerks vs Quote Roller vs JobNimbus

QuoteWerks

 252 ratings Sales Quoting

JobNimbus

 40 ratings CRM
View Listing View Listing View Listing

Crozscore

86%
what is this?
interest falling

Crozscore

86%
what is this?
interest rising

Crozscore

92%
what is this?
interest rising
QuoteWerks screenshot view 4 more Quote Roller screenshot view 1 more JobNimbus screenshot view 2 more

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.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.

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 JobNimbus

JobNimbus offers a fully mobile sales and production management software with features including interactive boards, customizable workflows, and photo uploads. Enter new leads and move them through the sales pipeline.

Everything in JobNimbus is organized into job folders, including notes, emails, tasks, contracts, photos, estimates, and more. The entire pipeline can be viewed and interacted with in a digital whiteboard to see where everything is and what's up next. With a mobile app (iOS, Android), JobNimbus provides tools in the field to capture lead information, take and upload pictures to a job folder, and create estimates on the spot.

The app works in offline mode to provide uninterrupted productivity anywhere. Featuring integrations for canvassing, QuickBooks, and EagleView, JobNimbus is a one-stop solution for managing any solar company from the field or in the office.

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

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
  • Contact Sharing
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Email Integration
  • External Integrations
  • File Sharing
  • File Transfer
  • Google Apps Integration
  • Lead Management
  • Lead Scoring
  • Marketing Automation
  • Multi-User
  • Notifications
  • Scheduling
  • Social-Media Integration
  • Task Scheduling/Tracking
  • Third-Party Plugins/Add-Ons
  • Call Tracking
  • Click-to-Dial
  • Sales Automation

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

  • Built in workflow management

  • Discount and margin calculations

  • Automatic tags

  • Centralized product catalog

Summary

    No key features associated with this application.

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)

Pricing

JobNimbus

$25.00
1 user(s) / month
Included in plan:
  • Unlimited contacts, jobs, and tasks.
  • All features & integrations.
  • Free Express training and support.

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

    No FAQs associated with this application.

FAQs

    What is this service generally used for?
  • JobNimbus is used to track new leads and move them through the sales pipeline, then taking sold jobs through production and into completion.

    With advanced tools like interactive boards, an industry-leading mobile app, and integrations with powerful apps, JobNimbus is a one-stop solution for managing your business.

  • Who are the main user groups of this service?
  • Contractors, Roofing, Remodeling, Solar, Restoration, Construction, etc.

  • What are some applications this service is commonly used in tandem with?
  • Zapier, WePay, Canvassing apps (SalesRabbit, Spotio), Xactimate, naturalForms, DynoForms, QuickBooks, Accurence, EagleView, and more.

  • Does this service offer an API?
  • The JobNimbus API is not open at the moment, but services can request access to the API for integration purposes. Any and all integrations are welcome.

  • Does this service offer multi-user capability (e.g. teams)?
  • Add your team members to collaborate, mention them in notes and they'll be notified, assign them work and receive assignments, see your team in terms of Groups and assign group managers, filter your view to just see your team's stuff.

  • Does this service offer guides, tutorials and or customer support?
  • Pro subscribers get full access to a complete video-based Setup Guide & Training Portal, along with documentation and full phone, email, and social media support.

  • What platforms does this service support?
  • Full support for iOS (iPhone, iPad, iPod Touch) and Android along with offline mode for both. The app is fully functional offline including adding and editing contacts, taking and saving photos, creating estimates, getting signatures, and more. Everything gets synced to the server the next time you get reconnected.

  • Does this service integrate with any other apps?
  • WePay, Zapier, QuickBooks (Desktop & Online), EagleView, naturalForms, Accurence, Google Calendar, Sales Rabbit, Spotio, DynoForms, etc.

Vendor Information

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

Vendor Information

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

Vendor Information

Founded:
-
Based in:
American Fork
Employees:
2-10
Likes:
Followers:

Other

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

Other

Regional Restrictions:
No restrictions.

Other

Who uses JobNimbus
  • Freelance
  • Startups
  • SMEs
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
  • Android
Languages:
English
Regional Restrictions:
No restrictions.
Back to top