QuoteWerks vs Tacton

Last Updated:

Our analysts compared QuoteWerks vs Tacton 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
Tacton 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.
read more...
Tacton is an automated solution that boosts and accelerates sales with quick quote generation, extensive brand-centric proposals and streamlined operational tasks. It configures offerings for sales reps and customers according to specific requirements, reducing sales cycles and ensuring high win rates. Design automation minimizes errors and reduces time spent on repetitive modeling when generating documents, drawings and 3D CAD models. Users can leverage integrations with CRMs and ERPs for smoother workflows.
read more...
$13.75/User, Monthly
Get a free price quote
Tailored to your specific needs
Undisclosed
Get a free price quote
Tailored to your specific needs
Small 
i
Medium 
i
Large 
i
Small 
i
Medium 
i
Large 
i
Windows
Mac
Linux
Android
Chromebook
Windows
Mac
Linux
Android
Chromebook
Cloud
On-Premise
Mobile
Cloud
On-Premise
Mobile

Product Assistance

Documentation
In Person
Live Online
Videos
Webinars
Documentation
In Person
Live Online
Videos
Webinars
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support
Email
Phone
Chat
FAQ
Forum
Knowledge Base
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. 
read more...
  • Reduced Errors: Rules-based product configuration ensures accuracy and consistency, minimizing costly errors in orders, manufacturing, and delivery.
  • Faster Sales Cycles: Automated configuration and quoting processes accelerate sales cycles, enabling businesses to respond to customer inquiries and generate quotes quickly.
  • Improved Customer Experience: Customers benefit from a streamlined and efficient sales process, receiving accurate quotes and product configurations that meet their specific needs.
  • Increased Sales: By simplifying the sales process and providing accurate product information, Tacton helps businesses increase sales and revenue.
  • Enhanced Efficiency: Automating complex configuration tasks frees up valuable time for sales and engineering teams, allowing them to focus on other important activities.
  • Reduced Costs: Tacton helps businesses reduce costs associated with errors, rework, and inefficient processes.
  • Improved Collaboration: The software facilitates collaboration between sales, engineering, and manufacturing teams, ensuring everyone is working with the same information.
  • Greater Agility: Tacton enables businesses to respond quickly to changing market conditions and customer demands.
  • Data-Driven Insights: The software provides valuable data and insights that can be used to improve product offerings, sales processes, and overall business performance.
read more...
  • 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. 

read more...
  • Pricing Support: Set advanced pricing models with price lists and multiple currencies. Provides time-based service subscriptions. 
  • Quoting: Create proposals, offers, product sheets and user guides in Word, Excel and PDF. 
  • CAD Automation: Auto-generate 2D and 3D CAD drawings for customized product variants. 
    •  Automatically update 3D CAD models after every change. 
    •  Preview multiple results in the CPQ-front end. 
    •  Create CAD documents with a single click. 
    •  Supports formats like STEP, PDF, JPEG and Engineering BOM. 
    •  Provides add-in for Product Model connection with CAD assembly within the system. 
    •  Offers add-ins for Autodesk inventor, PTC Creo and SolidWorks. 
    •  Map drawing without macros, tables or coding. 
    •  Test individual mappings or entire configurations. 
    •  Manage and store CAD documents in the cloud. 
  • Product Configuration: Delivers error-free, constraint-based configurations for complex items and high user loads. 
  • Visual Configuration: Showcase product portfolios through visual configuration and augmented reality. 
    •  Customers can create personalized products or collaborate with sales reps. 
    •  Configure layouts through the drag-and-drop module. 
    •  Facilitates bi-directional communication in real time. 
    •  Configure parametrically by using spatial rules. 
    •  Enables 3D visualizations according to linear and HDR pipeline, dynamic lights, shadow effects and Physical Based Rendering. 
    •  Supports live linking to vendor CPQ sessions via mobile app for iOS. 
    •  Navigate faster through viewpoints. 
    •  Integrate images in quotes. 
    •  Include post-effects like SSAO, Bloom and temporal anti-aliasing. 
    •  Supports browser plug-ins with WebGL. 
    •  Provides a specialized C and M environment complying with exchange file formats like FBX, OBJ, JPG, HDR, PNG. 
  • Integrations: Use open API to integrate with Salesforce, SAP CRM and ECC, Microsoft Dynamics, Enovia PLM, and e-commerce platforms. 
  • Analytics: Uncover product, business and margin insights through the integrated analytical module. Gain an overview of bill of materials information, client needs, quote versions and sales cycles. Design region-, customer- and market-specific configurations, and reduce portfolio junk. 
  • Omnichannel Sales: Deliver a uniform, personalized buying experience across direct, reseller and online channels. Provides guided selling, online configurations, customer self-service and multi-lingual support options. 
  • Design Automation: Automatically generate configuration-specific 2D and 3D models within the CAD module through integrated design automation. Customize and update products with customer-centric add ons and intuitive rules. Available for Solidworks, AutoDesk, PTC Creo and Inventor.  
read more...

Product Ranking

#9

among all
CPQ Software

#28

among all
CPQ Software

Find out who the leaders are

Analyst Rating Summary

65
72
0
17
41
50
80
60
Show More Show More

Analyst Ratings for Functional Requirements Customize This Data Customize This Data

QuoteWerks
Tacton
+ 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 17 50 60 86 92 89 65 74 0 25 50 75 100
0%
0%
100%
17%
0%
83%
36%
0%
64%
45%
0%
55%
80%
0%
20%
60%
0%
40%
33%
0%
67%
83%
0%
17%
83%
0%
17%
92%
0%
8%
69%
0%
31%
85%
0%
15%
65%
0%
35%
59%
0%
41%
74%
0%
26%
68%
0%
32%

Analyst Ratings for Technical Requirements Customize This Data Customize This Data

64%
0%
36%
73%
0%
27%

User Sentiment Summary

Great User Sentiment 423 reviews
Great User Sentiment 72 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

Tacton has a 'great' User Satisfaction Rating of 87% when considering 72 user reviews from 4 recognized software review sites.

4.3 (174)
4.4 (37)
4.47 (114)
n/a
4.0 (78)
4.3 (12)
3.5 (2)
4.4 (21)
4.4 (55)
3.0 (2)

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.
Show more
Guided Selling: Instead of sifting through endless product options, users appreciate Tacton's ability to guide them towards the right solution by asking relevant questions and narrowing down choices based on their specific needs.
Visual Configuration: The platform's visual product configurator allows users to see their customized products come to life in real-time, providing a clear understanding of what they're getting and reducing the risk of errors or misunderstandings.
Streamlined Quoting: Generating quotes and proposals is a breeze with Tacton, as it automates calculations, ensures accuracy, and allows for easy customization to meet individual customer requirements.
Integration Capabilities: Tacton seamlessly integrates with existing CRM and ERP systems, eliminating the need for manual data entry and ensuring data consistency across platforms.
Show more
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.
Show more
Steep Learning Curve: Users report that Tacton can be challenging to learn due to its complex configuration options and extensive feature set. The initial setup and ongoing maintenance often require specialized knowledge or external consultants, which can be a barrier for smaller businesses or those with limited IT resources.
Customization Challenges: While Tacton offers a high degree of customization, some users find the process to be cumbersome and time-consuming. Adapting the platform to specific business requirements may involve intricate configurations and coding, potentially leading to delays and increased implementation costs.
Integration Complexity: Integrating Tacton with existing CRM, ERP, or other enterprise systems can pose challenges due to the platform's intricate data structures and APIs. Ensuring seamless data flow and process synchronization between different systems may require significant technical expertise and ongoing maintenance.
Show more

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.

Show more

Tacton has garnered positive feedback for its ability to handle complex product configurations and pricing rules, particularly in industries like manufacturing and engineering. Users appreciate the platform's flexibility and customization options, allowing them to tailor it to their specific needs. The ability to create and manage complex pricing models, including discounts, promotions, and bundles, is a significant advantage. Tacton's integration capabilities with other enterprise systems, such as CRM and ERP, streamline data flow and improve efficiency. Some users have noted that the initial setup and configuration process can be intricate, requiring careful planning and potentially additional support. Compared to similar products, Tacton stands out for its robust configuration engine and ability to handle intricate product structures. Its strength lies in managing complex pricing rules and calculations, making it suitable for businesses with diverse product offerings and pricing strategies. While some users find the interface less intuitive than competitors, they acknowledge the platform's power and flexibility once mastered. Tacton's focus on configuration and pricing makes it ideal for companies with complex products and pricing models, particularly in industries like manufacturing, engineering, and high-tech. Its ability to streamline sales processes, improve quote accuracy, and reduce errors makes it a valuable tool for businesses seeking to enhance sales efficiency and customer satisfaction.

Show more

Screenshots

Top Alternatives in CPQ Software


Configure One

Conga CPQ

Experlogix

IBM Sterling CPQ

Infor CPQ

Oracle CPQ

Powertrak

Pros

Salesforce CPQ

SAP CPQ

servicePath

Tacton

Vendavo

Verenia

Related Categories

Head-to-Head Comparison

WE DISTILL IT INTO REAL REQUIREMENTS, COMPARISON REPORTS, PRICE GUIDES and more...

Compare products
Comparison Report
Just drag this link to the bookmark bar.
?
Table settings