QuoteWerks vs Infor CPQ

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Our analysts compared QuoteWerks vs Infor CPQ 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

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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Infor CPQ is a rules-based cloud configuration software that optimizes complex sales cycles with visualization, collaboration and integration. An intuitive configuration engine and knowledge base of predefined rules help users generate a single-integrated quote and view configuration-specific price lists.

Pricing views enable sales reps to view profits, meet margins and upsell. 2D drawings, 3D models and automated manufacturing information show products configured to customer specifications and validate visualizations. Users can also access pre-built APIs to integrate with cloud and on-site applications.

To explore other popular solutions that Infor offers, visit our Infor company page.

Pros
  • Easy to use interface
  • Strong product configurator
  • Visually appealing quotes
  • Streamlined approval process
  • Good integration options
Cons
  • Limited reporting capabilities
  • Steep learning curve for advanced features
  • Can be slow on complex configurations
  • Customization options require coding
  • High cost compared to some competitors
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$13.75/User, Monthly
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$25,000 Annually
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Product Assistance

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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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  • Simplify Product Configuration: Create new product offerings using a dynamic, visually interactive configuration engine, built-in logic and rules and 3D CAD generation. Enable customers to configure complex products with unique permutations, determine selling price and generate professional bid packages. 
  • Increase Upselling: Add high-margin accessories and features to quotes using intuitive suggestions. View projected profit margins so sales reps can identify add-ons to meet profit objectives and customer needs. 
  • Streamline Sales Cycles: Decrease interdepartmental dependence by making it easy for users to quote add-ons, products and services. Automate quote and order generation, manufacturing instructions and CAD drawings to optimize quote-to-order fulfillment. Utilize in-built pricing and engineering approval workflows. 
  • Automate CAD Generation: Improve client visualization by creating 2D and 3D CAD drawings, interactive 3D models and an augmented reality experience using an intuitive engine. Define built-in logic and rules allowing customers to generate custom visualizations. 
  • Enhance Integrations and Extensibility: Access out-of-the-box integrations with PaaS and API access for Infor, Salesforce and Microsoft Dynamics and service-level integration with dozens of other applications. Export and import data in PDF, CSV or Excel formats. Customize processes and interfaces with coding and optional development tools. 
  • Improve Manufacturing Execution Processes: Create manufacturing instructions like bills of materials and routings automatically from orders. Store these instructions along with the fulfillment process with ERP integration. Avoid mistakes on the shop floor by generating clear 2D drawings and 3D models of final products. 
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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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  • 2D and 3D Visualization: Create interactive 2D CAD drawings, 3D models and augmented reality experiences for complex products. Display product options and finished product models for potential customers. 
  • Integration: Use API access and service-level integrations to optimize key sales points, order documentation and configuration processes. Sync the program to Oracle, Salesforce and Microsoft Dynamics for support in every process phase. 
  • Price Management: Price configured products using an engine powered by in-built rules, models and logic. Define and maintain multiple price lists and pricing models. Add discounts, view margins and mark-ups and calculate tax rates for quotes or order summaries. 
  • Quote Management: Streamline quote creation using customizable templates, auto-population and “favorite” quote lists. Consolidate input from multiple users with merged changes using the quote collaboration feature. Email quotes from the system, make quote line level price adjustments and view quote status. 
  • Dashboards and Reporting: Create custom reports from scratch or modify pre-defined sample reports. Enhance data readability by visualizing custom, interactive charts. Access information and view KPIs easily from a customizable dashboard with multiple standard views and drill-down capabilities for every view. 
  • Order Generation: Save time by converting price quotes to orders and using orders to automate manufacturing information like dynamic bills of materials and kitted packing instructions. 
  • Collaboration Tools:  Send price quotes through selling channels to invite collaboration. Ensure projects stay on track with automated internal workflows for pricing and engineering. 
  • AI Insights: Make better decisions with assistance from Infor Coleman AI on product configuration suggestions, pricing recommendations, discount guidance, automated cross-selling and quote performance analysis. 

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Product Ranking

#9

among all
CPQ Software

#33

among all
CPQ Software

Find out who the leaders are

Analyst Rating Summary

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Analyst Ratings for Functional Requirements Customize This Data Customize This Data

QuoteWerks
Infor CPQ
+ 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 60 51 100 100 90 82 86 87 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
Excellent User Sentiment 81 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.

94%
of users recommend this product

Infor CPQ has a 'excellent' User Satisfaction Rating of 94% when considering 81 user reviews from 4 recognized software review sites.

4.3 (174)
4.4 (12)
4.47 (114)
n/a
4.0 (78)
4.0 (4)
3.5 (2)
4.8 (62)
4.4 (55)
4.3 (3)

Awards

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SelectHub research analysts have evaluated Infor CPQ and concluded it earns best-in-class honors for Dashboard and Reporting and Mobile Capabilities. Infor CPQ stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.

User Favorite Award
Dashboard and Reporting Award
Mobile Capabilities Award

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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Increased Sales Efficiency: Streamlined quoting process with pre-configured products, pricing rules, and guided selling.
Improved Accuracy: Reduced errors with automated calculations, validations, and consistency checks.
Enhanced Collaboration: Real-time visibility and information sharing between sales, product, and finance teams.
Configurable Rules and Approvals: Flexible workflows and custom logic to meet specific business requirements.
Detailed Reporting and Analytics: Data-driven insights into quoting activity, win rates, and pricing effectiveness.
Mobile Accessibility: Access quotes and configure products on the go with mobile app (if available).
Integration with CRM and ERP Systems: Seamless data exchange with existing business software (if applicable).
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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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Clunky User Interface: Users report an outdated and complex interface that hinders navigation and slows down workflows.
Steep Learning Curve: New users struggle to grasp the software's intricacies, requiring significant training and impacting productivity.
Limited Reporting Features: Users lack in-depth reporting capabilities, making it difficult to analyze sales data and identify improvement areas.
Inconsistent Customer Support: Reviews mention instances of slow response times and unhelpful interactions with customer support.
Customization Challenges: Adapting the software to specific needs can be complex, requiring advanced technical expertise.
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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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Infor CPQ, a configure-price-quote (CPQ) software, garners mixed reviews from recent users. While some praise its powerful quoting capabilities and robust product configuration engine, others criticize its clunky interface and limited reporting features. Strengths: Users laud CPQ's ability to handle complex product configurations with ease, highlighting its vast array of options and rules. They also appreciate its tight integration with other Infor products, streamlining workflows within the Infor ecosystem. For instance, one user notes, "It's a lifesaver for complex quotes with multiple variables. It ensures accuracy and saves us tons of time compared to manual processes." Weaknesses: The primary pain point seems to be the user interface. Many reviewers describe it as outdated, cumbersome, and hindering user adoption. Additionally, the lack of robust reporting capabilities frustrates users who need to analyze sales data and track performance metrics. One user comments, "The interface feels like it's stuck in the past, making it difficult to navigate and find what I need. And the reports are just basic – I need more insights to make informed decisions." Compared to competitors: Users often draw comparisons to Salesforce CPQ, praising its user-friendly interface and comprehensive reporting suite. However, they acknowledge CPQ's edge in handling intricate product configurations. One user says, "Salesforce CPQ is definitely more user-friendly, but it can't handle our complex products as well as CPQ. We had to choose between ease of use and functionality." Why these matter: The choice between CPQ and its competitors boils down to priorities. If your products are intricate and require powerful configuration capabilities, CPQ might be worth the steeper learning curve. But if a user-friendly interface and robust reporting are crucial, other options might be more suitable. Ultimately, understanding your specific needs and carefully considering user feedback is key to selecting the right CPQ software for your business.

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