Compare QuoteWerks vs Socket vs RFPIO

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84%
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81%
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77%
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QuoteWerks screenshot view 4 more Socket screenshot view 1 more RFPIO screenshot

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:

Socket is a modern, cloud-based quoting platform that helps MSPs, VARs, and ISVs save time, eliminate mistakes, and get paid faster. Our simple template-based system automates the Configure, Price, Quote (CPQ) process so your reps can fire off beautiful quotes in seconds. Seamlessly integrates with PSAs, CRMs, Distributors, and Accounting Tools.

Software Description:

RFPIO delivers revolutionary proposal management software that enhances collaboration and fosters a truly efficient response process. Bi-directional integrations with many popular solutions, along with an open API, allow teams to connect their favorite technologies while providing instant access to content. Built by a team that knows RFP response, RFPIO allows teams to thrive.

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:

  • Sales Motivator
  • Conversion Tracking
  • Notifications
  • Multi-User
  • Customer Management
  • External Integrations
  • Order management
  • Pricing
  • Contact Management
  • Data Import
  • Multi-Currency

Features:

  • Calendar Management
  • Scheduling
  • Customer Management
  • API
  • Data Export
  • Multi-User
  • Data Import
  • Notifications
  • External Integrations
  • Third-Party Plugins/Add-Ons
  • Dashboard
  • Project 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:

  • Online Quoting Software for Sales Teams

Summary:

  • CRM integration with Salesforce

  • Collaboration integration with Slack

  • Cloud storage integration with Google Drive, Dropbox, and Box

  • Proprietary import and export technology

  • Intelligent and adaptive knowledge base

  • Workflow management

  • Custom integrations and customization available

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)

Generator

$29.00
/user/month Billed annually, or $36/user/month billed monthly
Included in plan:
  • 2+ Users
  • 30 Quotes/User/Month
  • Online Payments
  • Electronic Acceptance
  • 3rd Party Integration
  • Email Support

Tower

$34.00
/user/month Billed annually, or $42/user/month billed monthly
Included in plan:
  • 3+ Users
  • 50 Quotes/User/Month
  • Online Payments
  • Electronic Acceptance
  • Electronic Signatures
  • 3rd Party Integration
  • Cost and Margins
  • Email and Phone Support

Grid

$39.00
/user/month Billed annually, or $47/user/month billed monthly
Included in plan:
  • 4+ Users
  • Unlimited Quotes
  • Online Payments
  • Electronic Acceptance
  • Electronic Signatures
  • 3rd Party Integration
  • Cost and Margins
  • Dedicated Account Manager
  • Premium Integrations
  • Resellers
  • Reporting

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 integrate with any other apps?
  • PSA:
    Autotask
    ConnectWise
    Kaseya BMS

    Distributors:
    Ingram Micro
    TechData
    Synnex
    D&H

    CRM:
    Salesforce
    HubSpot CRM
    Agile CRM
    Base CRM
    Highrise CRM
    Infusionsoft Classic
    Infusionsoft New
    Insidesales.com
    Nutshell CRM
    OnePage CRM
    Pipedrive
    Zoho CRM

    Account & Invoicing:
    QuickBooks Online
    Xero
    Freshbooks Classic

    Email Marketing:
    MailChimp
    Constant Contact

    WebHooks:
    Custom Webhooks
    Zapier

  • Does this service offer guides, tutorials and or customer support?
  • We have an extensive Online Knowledge Base in addition to offering phone and email support.

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

  • Who are the main user groups of this service?
  • Small to Medium Business, Large Enterprises, and Freelancers

FAQs:

    Does this service offer multi-user capability (e.g. teams)?
  • Yes. RFPIO strongly encourages team collaboration and is built to streamline the RFP response process.

  • Does this service integrate with any other apps?
  • RFPIO integrates with Salesforce, Slack, and cloud storage solutions (Google Drive, Dropbox, and Box).

  • Does this service offer guides, tutorials and or customer support?
  • RFPIO offers onboarding, tutorials, and customer support. The RFPIO platform also integrates with a comprehensive feedback form that all users can access. The submitted feedback is public to the entire RFPIO user community.

  • What are some applications this service is commonly used in tandem with?
  • RFPIO integrates with Salesforce, Slack, and cloud storage solutions (Google Drive, Dropbox, and Box).

  • What is this service generally used for?
  • RFPIO delivers ROI to organizations of all sizes and industries that respond to RFPs. See instant ROI through a no-nonsense setup, simple and intuitive user interface, and robust integrations.

  • Who are the main user groups of this service?
  • RFPIO serves organizations of all sizes and industries that have more than one person responsible for any portion of RFP response. RFPIO's SaaS solution streamlines the entire RFP response process.

Publisher:

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Employees:
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Likes:
1.52k
Followers:

Publisher:

Founded:
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127
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Publisher:

Founded:
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Other:

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

Other:

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

Other:

Who uses RFPIO
  • Enterprises
Desktop Platforms:
  • Web App
Languages:
Korean, Japanese, German, French, Spanish, Chinese, English, Portuguese
Regional Restrictions:
No restrictions.
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