Compare QuoteWerks vs Quote Roller vs Vivantio

QuoteWerks

 252 ratings Sales Quoting
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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 Vivantio

Vivantio offers leading, flexible service management software that meets the demands of any service teams across an entire organization without being cost- or growth-restrictive. Our platform is ideal for mid-size companies and smaller business with a growth trajectory across a multitude of industries.

By centralizing service management operations, companies can reduce licensing costs, improve inter-departmental efficiencies, share knowledge and centralize management reporting, allowing business owners and department heads to focus on the true cost of service delivery and measure service excellence.

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
  • Anti-Virus
  • API
  • Batch Permissions & Access
  • Contact Management
  • Customer Management
  • Data Export
  • Data Import
  • Email Integration
  • External Integrations
  • Google Apps Integration
  • Multi-User
  • Notifications
  • Password & Access Management
  • Project Management
  • Organization Management
  • Malware Protection
  • SAP Integration
  • Bug Tracking

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

  • 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.

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

  • 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

    No FAQs associated with this application.

FAQs

    No FAQs associated with this application.

Vendor Information

Founded:
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Based in:
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Employees:
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Vendor Information

Founded:
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Based in:
South San Francisco
Employees:
-
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

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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