QuoteWerks vs SAP CPQ

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Our analysts compared QuoteWerks vs SAP 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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SAP CPQ is a cloud-based solution designed to streamline quote fulfillment and eliminate pricing errors. Users can configure products by using step-by-step selection and defining product rules. It enables customers to view product modifications and place orders.

Sales representatives can generate and update quotes using any internet-accessible device. Ideal for omnichannel selling, the AI-powered tech automates and generates upsell and cross-sell options. It integrates with various CRM and ERP systems and is available in multiple languages and currencies.
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$13.75/User, Monthly
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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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  • Increase Efficiency: Minimize time spent generating quotes with logic-based sales processes. Generate proposals utilizing templates and get quotes signed with e-signature integration. 
  • Boost Sales: Add upselling and cross-selling options to quotes using AI and customer information. Integrate with CRM and ERP systems to turn opportunities into quotes. 
  • Streamline Processes: Establish automated approval and exception workflows. Access additional connectivity to sell through multiple channels and platforms. 
  • Minimize Errors: Eliminate order errors caused by manual order processing. View relevant discounts and margins to ensure accurate quotes are submitted. 
  • Improve Customer Engagement: Enable customers to create inquiries and place orders. Send personalized, content-rich proposals to enhance the customer experience. 
  • Protect Profit Margins: Define eligibility rules and manage guardrails to protect profit margins and speed up the approval process. 
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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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  • Proposal Generation: Create customized quotes and proposals with built-in templates and pricing rules. Include relevant content files to add value to proposals. Send proposals digitally and get verification using e-signature collection. 
  • Quote Management: Search and configure products before adding to quotes. Edit and copy quotes and change workflow status. 
  • Online Catalog: Divide products into categories and subcategories. Navigate to view available products and subcategories. Select and view product comparisons within the catalog. 
  • Real-Time Visualizations: Configure complex products using step-by-step selection and product rules. Visualize modifications and workflows in real time. 
  • AI Selling: Add cross-selling and upselling options to quotes based on customer information. Use AI-powered predictive analysis and guided selling. 
  • CRM and ERP Integration: Generate and modify opportunities, accounts and contacts. Search for contacts or accounts to use in-quotes, or create quotes from opportunities in either system. 
  • Automated Workflows: Set up approval and exception workflows to speed up the sales cycle and skip complex validation checks. 
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Product Ranking

#9

among all
CPQ Software

#21

among all
CPQ Software

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Analyst Rating Summary

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Analyst Ratings for Functional Requirements Customize This Data Customize This Data

QuoteWerks
SAP 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 50 82 60 35 100 81 96 97 0 25 50 75 100
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83%
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Analyst Ratings for Technical Requirements Customize This Data Customize This Data

64%
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36%
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55%

User Sentiment Summary

Great User Sentiment 423 reviews
Great User Sentiment 13 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.

87%
of users recommend this product

SAP CPQ has a 'great' User Satisfaction Rating of 87% when considering 13 user reviews from 1 recognized software review sites.

4.3 (174)
n/a
4.47 (114)
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4.0 (78)
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3.5 (2)
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4.4 (55)
4.35 (13)

Awards

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SelectHub research analysts have evaluated SAP CPQ and concluded it earns best-in-class honors for Platform Capabilities and Security, Product Configurator and Catalog Management and Quote Management.

Platform Capabilities and Security Award
Product Configurator and Catalog Management Award
Quote Management 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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Guided Selling: Users appreciate the guided selling functionality, which simplifies product configuration and ensures accurate quotes by dynamically adjusting options based on customer responses.
Streamlined Quote-to-Cash: The platform accelerates the quote-to-cash process, reducing errors and delays by automating tasks such as quote generation, approvals, and order processing.
Integration with SAP Ecosystem: Seamless integration with other SAP solutions, such as ERP and CRM systems, provides a unified view of customer data and streamlines business processes.
Customization and Scalability: SAP CPQ offers extensive customization options to tailor the platform to specific business needs and can scale to accommodate growth.
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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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Usability Challenges: Users with limited technical expertise may find the interface and configuration process complex and time-consuming, requiring significant training and support.
Customization Limitations: Adapting the solution to specific business requirements can be challenging due to limited flexibility in certain areas, potentially requiring workarounds or compromises.
Integration Complexities: Integrating SAP CPQ with existing IT infrastructure and other enterprise systems can be a complex undertaking, demanding careful planning and execution to ensure seamless data flow and process alignment.
Cost Considerations: The licensing and implementation costs associated with SAP CPQ can be substantial, particularly for larger organizations or those with complex quoting requirements, making it crucial to carefully evaluate the return on investment.
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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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SAP CPQ has garnered positive feedback for its ability to streamline the sales process, particularly for businesses with complex product configurations and pricing structures. Users appreciate the software's intuitive interface and robust features, which allow for efficient quote generation and order management. The ability to create and manage product variants, options, and pricing rules is a significant advantage, ensuring accuracy and consistency in quotes. Additionally, SAP CPQ's integration capabilities with other SAP and third-party solutions, such as CRM and ERP systems, further enhance its value by providing a seamless flow of data across different platforms. While SAP CPQ offers numerous benefits, some users have noted that the initial setup and configuration can be complex, requiring careful planning and potentially involving additional costs for implementation and training. Additionally, while the software provides a comprehensive set of features, its flexibility may come at the expense of ease of use for simpler sales processes. Compared to competitors like Salesforce CPQ and PandaDoc CPQ, SAP CPQ stands out with its deep integration with other SAP solutions, making it a preferred choice for businesses already invested in the SAP ecosystem. However, for organizations seeking a more standalone CPQ solution with a focus on ease of use and affordability, alternatives like PandaDoc CPQ might be more suitable. In conclusion, SAP CPQ is best suited for medium to large enterprises with complex product offerings and a need for seamless integration with existing SAP systems. Its ability to handle intricate configurations, pricing rules, and approvals makes it a valuable tool for streamlining sales processes and improving efficiency. However, businesses with simpler sales requirements or those not already using SAP solutions may find other CPQ options more cost-effective and user-friendly.

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