QuoteWerks vs Configure One

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Our analysts compared QuoteWerks vs Configure One based on data from our 400+ point analysis of CPQ Software, user reviews and our own crowdsourced data from our free software selection platform.

QuoteWerks Software Tool
Configure One Software Tool

Product Basics

QuoteWerks is a web-based platform that streamlines quotes and proposal generation for companies of all sizes and industries. To enhance efficiency, it integrates with many CRM, accounting, shipping, vendor, distributor, payment gateway and leasing platforms. It offers real-time pricing, warehouse availability, product descriptions and images, electronic order submissions and more.
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Configure One is a web-based price quoting software designed to simplify and speed up the sales configuring process. It uses visualization and CAD functions to display prospective product configurations to customers. Users can integrate data with CRM and ERP systems. It also features a comprehensive data overview and rules-based programming for management.
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$13.75/User, Monthly
Get a free price quote
Tailored to your specific needs
$150/User, Monthly
Get a free price quote
Tailored to your specific needs
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Product Assistance

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Live Online
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24/7 Live Support
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24/7 Live Support

Product Insights

  • End-to-End Quote Management: Streamline sales processes and increase conversion rates. Sales reps can create and generate quotes with drag-and-drop functionality. Managers can generate interactive quotes, meet compliance requirements, track margins and minimize errors and training time. 
  • Reduced Mistakes: Reduce errors by requesting peer feedback and approving quotes before sending them to customers. Activate approval requirements, define conditions and specify the authorized personnel. 
  • Access to Product Details: Increase cross-selling chances by downloading and importing product files. Access pictures, accessories and spec sheets, user-friendly descriptions, and detailed feature summaries through Product Content Subscription, powered by Etilize. Compare prices from Amazon, Dell, CDW and other major pricing platforms. 
  • Evolved Sales Processes: Sell faster and ensure customer satisfaction using branded and professional quotes and proposals. Create consistent, customizable and interactive quotes that include terms and conditions, SOWs, spec sheets and contracts. 
  • Easy Payment: QuoteValet ensures a smooth and easy payment process by supporting more than 80 credit cards and ACH payment gateway integrations, including ConnectBooster and PayPal. Maintain progress payments and balances, export payments, and collect deposits. 
  • Accurate Sales Tax Information: Save time and effort by leveraging easy and instant access to current tax rate information through Tax Rate Lookup. Find the correct sales tax for a particular city and zip code. 
  • Reduced Training Costs: Greatly reduce training expenses with webinar sessions, detailed product guides and lists for sales reps. 
  • Centralized Quote Storage: Find documents easily by storing and managing them in a central, searchable location. Filter documents by date, company, sales rep and other criteria. 
  • Standardize Pricing and Workflows: Standardize product and service offerings using an efficient workflow for document creation. Create item lists, templates and bundles. 
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  • Save Time: Automate the quote-to-production process to increase turnaround times. Minimize time spent creating estimates and increase time dedicated to customer interaction and product modification. 
  • Minimize Errors: Reduce reworks and human errors by setting pre-defined configuration rules. Automate BOM creation to avoid errors. 
  • Increased Flexibility: Generate configurations, quotes and orders in multiple languages and currencies. Streamline working with multiple parties using instant dynamic billing. 
  • Easy Accessibility: Control configuration rules with easy-to-use administrative screens. Integrate with any ERP to enable secure purchasing in-app via credit card. Access data universally via any browser-based system. 
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  • CPQ: Improve customer experience and sell more. Streamline quoting processes, extend functionalities and close sales cycles faster by accepting online payments, knowing when to follow up and providing e-signature capabilities. 
  • Quote-to-Cash: Helps improve communication with CRM and email integration tools. Customize quotes according to customer needs and streamline accounting, quoting and CRM processes. 
  • Procurement: Electronically submit purchase orders in Amazon Business, Dell QuickBooks, Autotask, Sage 50 US Edition, ConnectWise and other manual purchase orders. Track line item shipping status, estimated ship date, warehouse locations, shipping numbers and product serial numbers in real time for orders placed through D&H, SYNNEX, Ingram Micro and Tech Data. Also, import purchase orders, receive individual items at different times and track purchase order status. 
  • QuoteWerks Web: Access existing documents, layouts, products, services and more through the desktop version. Create and edit documents, search for and retrieve contact information, search, display and use products, and customize labels and columns. It offers full support with QuoteValet and Etilize 
  • Distributor and Vendors Association: Quote items from distributors with real-time pricing from more than 15 supported vendors. These include Amazon Business, Cisco, Dell, HP, D&H, iQuote, Ingram Micro and more. Capabilities range from quote search, creation and import to order requisitions shipment and serial number tracking. 
  • Integrations: 
    • CRM and PSA: Integrates with Microsoft Outlook, Salesforce, Zoho CRM, SugarCRM, Infor CRM, ConnectWise and GoldMine. Transfer important sales data for forecasting and reporting, share estimates and proposals with prospects, and create orders. Combine sales quotes with business development opportunities and gain visibility into revenue streams. 
    • Accounting: Eliminate or minimize re-typing errors, duplicate entries and costly mistakes through integration with QuickBooks, Reckon, Sage 50 and other third-party add-ons. It helps create invoices when quotes become orders. 
    • Shipping: Obtain real-time shipping quotes through integration with FedEx and UPS. Calculate, mark up and pass through shipping costs, choose from a grid of available services and pricing, and provide customers with shipping choices. 
    • Leasing: Integrates with Ingram Micro Lease-IT and GreatAmerica Financial Services, offering built-in lease payment calculation support, multiple lease choices, and an option to purchase or lease quotes. It also automates credit application submission, shows available lease options and helps create, edit and maintain lease rate cards. 
  • QuoteValet: Streamlines the quote delivery and acceptance process by tracking received, viewed, reviewed and accepted quotes. Accept payment through credit cards, activate electronic signing, set auto-reminders, share files, collaborate with customers and attach single or multiple videos to documents. It provides branded and specialized quote delivery web pages. 
  • Shopping Cart: Create online order forms to automate customer re-orders, receive paid orders from promotional email blasts and offer discounts on specific items for a limited time. 
  • QuoteValet Mobile: Create, share, accept and make payments for quotes through mobile devices, most suitable for quick and small orders. 
  • Dashboard: 
    • Summary: Managers gain insights into the top-selling products, quote stages, quarterly progress and the total number of current and historical quotes and orders. It highlights milestones, notifications for quote requests, expiring quotes and monthly sales quotas. 
    • Opportunities: Check forecasts, analyze performance and gain quarterly and YTD summaries. The dashboard shows the top five won, open and lost quotes, along with the top five products by quantity and value. 
    • Reporting: Filter pending quotes, keep track of details and see new opportunities. The color-coded document activity history helps distinguish between customer and sales rep activities. 
    • Payment: Easily view all sorts of payment levels, including partial and complete as well as payment methods such as credit card and PayPal. Track document change histories, seeing who changed it and when through the Audit Trail. 

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  • Real-Time 3D Visualization: Use integrated CAD automation to generate 3D models for production and sales. Customize visualizations that update instantly to reflect modifications chosen by clients. 
  • Dynamic Billing: Generate automatic BOMs for any product configuration. Change bill formats to suit different groups, including customers, sales representatives or manufacturers. 
  • Web Configurator: Add items to carts for quotes with the e-catalog. Submit orders and allow customers to create personalized configurations. Review orders using detailed reports and ordering queues before final approval. 
  • Rule-Based Interface: Ensure detailed configurations without using complex code to program selections. Simplify the process based on design requirements and set pre-defined rules for compatible configurations. 
  • E-Commerce Sales: Implement a credit card interface for secure in-app customer purchases. Calculate sales tax and access validation services with Avalara integration. 
  • Task Visibility: Monitor changes made throughout a quote’s history. Track the user and time-stamp of changes made. Access past versions of quote documents on demand. 
  • Salesforce Integration: Use opportunities in Salesforce to create quotes and price product configurations. Sync data added for quotes with the subsequent opportunity and automatically import customer data from the Salesforce CRM. 
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Product Ranking

#9

among all
CPQ Software

#26

among all
CPQ Software

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Analyst Rating Summary

65
46
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41
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80
20
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Analyst Ratings for Functional Requirements Customize This Data Customize This Data

QuoteWerks
Configure One
+ Add Product + Add Product
AI-Based Capabilities Contract Management Dashboard And Reporting Mobile Capabilities Platform Capabilities And Security Price Management Product Configurator And Catalog Management Quote Management 0 41 80 38 83 72 70 79 0 0 20 38 50 55 64 68 0 25 50 75 100
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Analyst Ratings for Technical Requirements Customize This Data Customize This Data

64%
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User Sentiment Summary

Great User Sentiment 423 reviews
Great User Sentiment 104 reviews
86%
of users recommend this product

QuoteWerks has a 'great' User Satisfaction Rating of 86% when considering 423 user reviews from 5 recognized software review sites.

88%
of users recommend this product

Configure One has a 'great' User Satisfaction Rating of 88% when considering 104 user reviews from 3 recognized software review sites.

4.3 (174)
n/a
4.47 (114)
4.38 (48)
4.0 (78)
4.4 (48)
3.5 (2)
n/a
4.4 (55)
4.45 (8)

Synopsis of User Ratings and Reviews

Streamlined Quoting Process: QuoteWerks helps businesses create accurate and professional sales quotes quickly, saving time and effort. The software offers a range of features that automate tasks such as product selection, pricing calculations, and quote generation, allowing sales teams to focus on closing deals.
Improved Accuracy and Consistency: QuoteWerks helps eliminate errors and inconsistencies in quotes by providing a centralized platform for managing product information, pricing, and discounts. This ensures that all quotes are accurate and consistent, regardless of who creates them.
Enhanced Collaboration: QuoteWerks facilitates collaboration between sales, finance, and other departments involved in the quoting process. The software allows users to share quotes, track approvals, and communicate effectively, ensuring everyone is on the same page.
Integration with Other Systems: QuoteWerks integrates with popular CRM, accounting, and ERP systems, allowing businesses to streamline their workflows and avoid data duplication. This integration also provides valuable insights into sales performance and customer behavior.
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Guided Selling: Users appreciate the guided selling process that helps them select the right product configurations based on their needs. This feature simplifies complex product selections and ensures accurate quotes.
Streamlined Quoting: Configure One automates the quoting process, reducing errors and saving time. Users can generate professional-looking quotes quickly and efficiently.
Integration Capabilities: The platform integrates seamlessly with other business systems, such as CRM and ERP, providing a unified view of customer data and streamlining operations.
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Limited Customization: Users have expressed frustration with the limitations of customizing QuoteWerks to fit their specific workflows and branding requirements. For instance, tailoring documents and integrating with external systems can be challenging.
Usability Challenges: The user interface and overall user experience of QuoteWerks have been criticized for being outdated and cumbersome. Navigating through the software and finding specific features can be time-consuming and require a steep learning curve.
Reporting Limitations: Generating comprehensive and insightful reports can be difficult due to the limitations of QuoteWerks' reporting capabilities. Users often find it challenging to extract the specific data they need to analyze sales performance and make informed business decisions.
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Complex Configuration: Some users find the software's configuration process to be complicated and time-consuming, especially for intricate product structures.
Limited Customization: Users have expressed frustration with the platform's limited customization options, making it challenging to tailor the software to their specific branding and workflow requirements.
Reporting Limitations: Users have reported limitations with the software's reporting capabilities, finding it difficult to extract specific data points and generate comprehensive reports for analysis.
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QuoteWerks has been around for a while, and it shows in its large user base. The software has a reputation for being easy to use, which is a big plus for businesses that need to get up and running quickly. Users appreciate the ability to create quotes quickly and efficiently, saving them time and hassle. However, some users find QuoteWerks to be a bit lacking in features compared to other CPQ software options on the market. It's important to note that QuoteWerks is not the cheapest option out there, so businesses need to weigh the cost against the benefits before making a decision. One of the things that sets QuoteWerks apart is its integration with Salesforce. This is a major advantage for businesses that already use Salesforce, as it allows them to streamline their sales process. QuoteWerks also offers a basic configurator, which can be helpful for businesses that need to create complex quotes. However, the configurator is not as powerful as some of the other options on the market. Overall, QuoteWerks is a good choice for businesses that need a simple and easy-to-use CPQ solution. It's also a good option for businesses that are already using Salesforce. However, businesses that need a more feature-rich CPQ solution may want to consider other options. Want a CPQ solution that really "werks"? Look no further than QuoteWerks.

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Is Configure One the one to configure for your business? Recent user reviews suggest that Configure One is a powerful tool for managing complex product configurations, pricing, and quoting, particularly for manufacturing companies. Users praise its user-friendly interface, making it easy to create and manage even the most intricate product configurations. They also highlight the robust pricing engine, ensuring accurate quotes and streamlining the sales process. One user even stated that Configure One "has made a huge difference in our sales process," enabling them to "generate more accurate quotes and close more deals." However, some users point out that Configure One's extensive features can initially feel overwhelming, requiring a significant learning curve. While the platform offers comprehensive training and support, some users express a desire for more intuitive onboarding. Despite this, users generally agree that Configure One's strengths lie in its ability to handle complex product configurations and automate the quoting process, features not always found in competing solutions like Salesforce CPQ. This makes Configure One particularly well-suited for manufacturers dealing with highly customizable products, as it simplifies the sales process and reduces errors, ultimately leading to increased sales efficiency and revenue.

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