Compare QuoteWerks vs Legalesign vs Proposeful

QuoteWerks

 252 ratings Sales Quoting
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86%
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91%
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79%
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QuoteWerks screenshot view 4 more Legalesign screenshot view 3 more Proposeful screenshot view 3 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 Legalesign

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.

About Proposeful

Proposeful is the most versatile online proposal creation tool in the world.

Our intuitive editor lets users customize our proposal templates or create their own. Content is 100% customizable, from the colors and fonts to adding images, videos and even HTML sections and embedded content. Proposals can be saved as .PDF exactly as they are seen, or accessed online for better follow-up options.

Proposeful also lets companies easily manage their open negotiations and measure how effective their teams are with a clear overview of proposal success.

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

  • 2-Factor Authentication
  • API
  • Calendar Management
  • Contact Management
  • Data Export
  • Data Import
  • Document Comparison
  • External Integrations
  • File Sharing
  • File Transfer
  • Multi-User
  • Notifications
  • Scheduling
  • Electronic Signature
  • Sales Motivator

Features

  • API
  • Audience Targeting
  • Contact Management
  • Contact Sharing
  • Conversion Tracking
  • Customer Management
  • Data Export
  • Data Import
  • Email Integration
  • Expense Tracking
  • External Integrations
  • Inventory Tracking
  • Lead Management
  • Lead Scoring
  • Multi-Currency
  • Multi-User
  • Notifications
  • Project Management
  • Supplier Management

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

  • Online business proposals that can be signed by email.

  • 100% customizable proposal 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)

Pricing

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

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

    Does this service offer multi-user capability (e.g. teams)?
  • Most of Proposeful plans allow for unlimited users and private folders per user.

  • What are some applications this service is commonly used in tandem with?
  • Proposeful works very well when paired with a good CRM, allowing companies to have a solid control of both their pipelines and proposal efficiency. Digital contract softwares are also useful when included in a Proposeful document, allowing customers to close deals quickly.

  • What is this service generally used for?
  • For increasing sales and proposal conversion. Most clients report an increase in proposal close rate after switching to Proposeful.

  • Does this service offer guides, tutorials and or customer support?
  • Proposeful offers great support both by online chat and email to all customers.

  • Who are the main user groups of this service?
  • Proposeful is used by service companies of all sizes, from solopreneurs and freelancers to large digital agencies and service providers.

  • Does this service integrate with any other apps?
  • Proposeful integrates with some CRMs, digital contract services, messaging apps and other tools.

  • Does this service offer an API?
  • Not yet.

  • What platforms does this service support?
  • Proposeful is available on all devices as a web application. Proposals can be downloaded for offline access.

Vendor Information

Founded:
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Based in:
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Employees:
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Likes:
Followers:

Vendor Information

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

Vendor Information

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

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 Proposeful
  • Freelance
  • Startups
  • SMEs
  • Agencies
Desktop Platforms:
  • Web App
Languages:
English, Portuguese
Regional Restrictions:
No restrictions.
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