Compare QuoteWerks vs Shuttle vs Vivantio

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84%
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81%
39%
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55%
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77%
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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:

Shuttle provides real-time client onboarding for many sectors including P2P lenders, challenger banks, lawyers, accountants, business incubators, insurance companies and advertising agencies.

When you onboard clients it is the first time they touch your service. It is an opportunity to create a great impression and increase advocacy. Many companies fall short due to manual processes to process identity documentation, customer agreements and checklists. Shuttle solves this problem - we’ve made onboarding a smooth process all the way from sale to account opening, saving our clients time, money and effort.

Software Description:

From simple incident management to full-enterprise ITSM, Vivantio empowers you to deliver service excellence to your entire organization.

Build your ideal service management environment in just a few simple steps with Vivantio:

  • Elect a delivery method: SaaS or on-premise. We support both.
  • Choose a licensing option: Named, concurrent or a mix of both. Our flexible licensing model allows you to give technicians the right level of access without blowing your budget out of the water.
  • Pick a product: Browse the many available feature modules and deploy only those that make sense for your organization’s service needs.

Take a modular approach to building your service management vision – the right combination with Vivantio brings your ideal strategy to life.

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
  • Password & Access Management
  • Electronic Signature
  • Notifications
  • Multi-User
  • History/Version Control
  • Dashboard
  • Chat

Features:

  • API
  • Data Export
  • Data Import
  • Contact Sharing
  • Email Integration
  • External Integrations
  • Scheduling
  • Task Scheduling/Tracking
  • Project Management
  • Notifications
  • Multi-User
  • History/Version Control
  • Gantt Charts
  • Forecasting
  • Batch Permissions & Access
  • Calendar Management
  • Contact Management
  • Document Comparison
  • 2-Factor Authentication
  • Customer Management
  • Dashboard
  • Data Visualization
  • File Sharing
  • Inventory Tracking
  • Firewall
  • File Transfer
  • Anti-Virus
  • Third-Party Plugins/Add-Ons

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:

    No key features associated with this application.

Summary:

  • Flexible, reliable, trusted IT Service Management Software

  • Built with ITIL standards at its core.

  • Automation captures service data, tracks milestones and triggers meaningful action.

  • Webhooks and APIs integrate Vivantio with core ITSM tools.

  • Customizable self-help portals empower your customers and improve your service.

  • Report on your true service team effort to highlight success and target areas of improvement.

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)

Standard

Free
Included in plan:
  • Upto 20 applications a month
  • Real-time document collection
  • Electronic document signing
  • Version control
  • Security
  • White Label
  • Admin rights options
  • Online Training
  • Email Support

Professional

$124.00
for 21-100 applications per month
Included in plan:
  • 21-100 applications a month
  • Real-time document collection
  • Electronic document signing
  • Version control
  • Security
  • White Label
  • Admin Control Options
  • Dedicated Customer Success Manager
  • Email support

Pricing:

  • Starting from: $40.00/month
  • Credit card required: N/A
  • Vivantio's pricing model is an annual subscription based on total number of users, types of licenses and functionality activated in the Platform. A free trial is available for a test-drive, upon request.

    Vivantio offers both named and concurrent licenses, and all customers may select to purchase any combination of both. A named license is allocated to a particular agent and cannot be shared. Concurrent licenses sit in a shared pool. Each time an agent logs in, they temporarily use up one license and when they log out, the license is returned to the pool for someone else to use.

    Your customers and end users don’t need licenses to use your self-service web portal.

    • Pricing starts at $40 per user, per month at the Essentials level, suited for small and medium-size service desk operations looking to increase efficiency.
    • Licenses at the Pro level start at $60 per user, per month and are designed to unify service operations with powerful core service management features.
    • Feature-rich Vivantio ITSM licenses start at $90 USD and are built to scale and meet the complex business needs of larger, multi-site organizations.

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:

    Does this service offer guides, tutorials and or customer support?
  • Online training module for all packages
    Dedicated Customer Success Manager for Professional Package
    Email and chat support for all

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes multi-user capable.
    Different administrator options

  • Who are the main user groups of this service?
  • Challenger Banks, P2P Lenders, Finance Brokers, Advertising Agencies, Lawyers, Accountants, Incubators, Investment Clubs.

  • What platforms does this service support?
  • All Web apps

  • What is this service generally used for?
  • When you’ve just secured a new client, it’s vital to establish trust. You want to make a great first impression, and showcase the quality, efficiency and professionalism of your service.

    Opening a new account is often complex and time consuming, but it doesn’t have to be that way. We’ve made client onboarding a smooth process all the way from sale to account opening, saving you time, money and effort.

    The Shuttle platform is used to collect documentation and contract signatures that you require before you can start doing business with a SME or business client.

FAQs:

    No FAQs associated with this application.

Publisher:

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

Publisher:

Founded:
-
Based in:
Croydon
Employees:
2-10
Likes:
Followers:
117

Publisher:

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:
81

Other:

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

Other:

Who uses Shuttle
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Mobile Platforms:
  • WinPhone
Languages:
English
Regional Restrictions:
No restrictions.

Other:

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