Top QuoteWerks Alternatives & Competitors For 2024

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Looking for alternatives to QuoteWerks? Many users crave user-friendly and feature-rich solutions for tasks like Platform Capabilities and Security, Price Management, and Quote Management. Leveraging crowdsourced data from over 1,000 real CPQ Software selection projects based on 400+ capabilities, we present a comparison of QuoteWerks to leading industry alternatives like Oracle CPQ, Experlogix, Salesforce CPQ, and SAP CPQ.

QuoteWerks Software Tool
Experlogix 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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Oracle CPQ is a cloud-based software solution aimed at streamlining the quote-to-cash process for businesses selling complex products or services with various configurations and pricing options. It assists salespeople in quickly and accurately generating professional quotes by guiding them through product selection, configuration, pricing, and approval workflows. This can lead to faster sales cycles, reduced errors, and improved customer satisfaction. Oracle CPQ is most suitable for companies with complex sales processes, intricate product offerings, and a need for accurate and consistent pricing. Key benefits include increased efficiency, improved accuracy, enhanced customer experience, and better sales performance. Popular features include guided selling, product configuration rules, dynamic pricing, and integration with leading CRM and ERP systems. User reviews highlight the ease of use, intuitive interface, and robust functionality. However, some users report occasional performance issues and limited customization options compared to competitors. Pricing varies depending on the specific configuration and number of users. It typically follows a subscription model with annual or monthly fees based on the chosen plan.

Pros
  • Fast and responsive UI
  • Easy to learn and use
  • Handles complex products
  • Streamlines sales process
  • Improves accuracy and efficiency
Cons
  • Limited customization options
  • Can be expensive
  • Occasional performance issues
  • Steep learning curve for complex configurations
  • Limited analytics capabilities
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    Experlogix is an integrated solution for product configuration and automating the quote-to-order fulfillment process. Users can streamline operations and simplify order processes by implementing approval workflows and creating pricing rules.

    It allows users to complete complex configurations and visualize modifications without programming. Implementation can be on-premises or cloud-based. It integrates with ERP and CRM platforms, including Microsoft Dynamics, Salesforce and NetSuite.
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    Salesforce CPQ is a cloud-based software designed to streamline the sales process for businesses, particularly those dealing with complex products or services that require a high degree of customization. By automating tasks such as configuring products, generating quotes, and managing pricing, Salesforce CPQ can significantly improve sales efficiency and customer satisfaction while reducing costs. Key features include product catalog management, quote creation, and pricing automation, all of which contribute to a more efficient sales cycle.

    User experiences suggest that Salesforce CPQ excels in its ability to handle intricate product configurations and pricing rules, making it a valuable tool for businesses with complex sales processes. While pricing details may vary based on specific requirements and contract terms, it's important to note that Salesforce CPQ typically involves subscription-based fees. When considering similar products, it's recommended to carefully evaluate features, pricing structures, and user reviews to determine the best fit for your business needs. Keep in mind that pricing and feature information can change over time, so it's always a good idea to check the latest resources for the most current details.

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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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    Product Assistance

    Documentation
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    Product Ranking

    #9

    among all
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    #29

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    #18

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    #7

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    Find out who the leaders are

    Analyst Rating Summary

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    Dashboard and Reporting
    Platform Capabilities and Security
    Price Management
    Contract Management
    Dashboard and Reporting
    Price Management
    Platform Capabilities and Security
    Quote Management
    Platform Capabilities and Security
    Quote Management
    Product Configurator and Catalog Management

    Analyst Ratings for Functional Requirements Customize This Data Customize This Data

    QuoteWerks
    Oracle CPQ
    Experlogix
    Salesforce CPQ
    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 67 95 100 38 100 100 76 84 0 9 40 0 83 80 84 73 37 82 100 63 97 100 81 95 50 82 60 35 100 81 96 97 0 25 50 75 100
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    Analyst Ratings for Technical Requirements Customize This Data Customize This Data

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    User Sentiment Summary

    Great User Sentiment 423 reviews
    Great User Sentiment 327 reviews
    Great User Sentiment 27 reviews
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    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.

    81%
    of users recommend this product

    Oracle CPQ has a 'great' User Satisfaction Rating of 81% when considering 327 user reviews from 3 recognized software review sites.

    85%
    of users recommend this product

    Experlogix has a 'great' User Satisfaction Rating of 85% when considering 27 user reviews from 3 recognized software review sites.

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    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)
    3.9 (223)
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    4.47 (114)
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    Awards

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    Contract Management Award
    Dashboard and Reporting Award
    Platform Capabilities and Security Award
    Price Management Award
    we're gathering data
    Dashboard and Reporting Award
    Price Management Award
    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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    Streamlined Sales Process: Oracle CPQ automates many manual tasks, such as product configuration and quote generation, leading to faster sales cycles and improved efficiency. This allows sales teams to focus on building relationships and closing deals.
    Increased Accuracy: The platform's guided selling tools and built-in intelligence help prevent errors in product configuration, ensuring accurate quotes and orders. This eliminates the risk of costly errors and improves customer satisfaction.
    Improved Customer Experience: Customers can access product information, configure quotes, and place orders independently through self-service portals. This provides a more convenient and satisfying experience, leading to increased customer loyalty.
    Enhanced Revenue Management: Oracle CPQ provides tools for managing subscription lifecycles, recurring billing, and pricing strategies. This helps businesses optimize revenue generation and maximize profitability.
    Scalability and Flexibility: The platform can be easily scaled to accommodate business growth and adapted to meet specific needs through customization and integrations. This ensures that Oracle CPQ can grow with your business and meet your evolving needs.
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    Guided Selling: Users appreciate the guided selling feature, which helps sales reps ask the right questions to identify customer needs and recommend the best products.
    Pricing Accuracy: Experlogix is known for its accurate pricing calculations, ensuring that quotes and proposals are always correct and up-to-date.
    Ease of Use: Many users find Experlogix to be user-friendly, with an intuitive interface that makes it easy to create and manage complex configurations.
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    Guided Selling: Salesforce CPQ provides a guided selling experience that helps sales reps to configure products and generate quotes quickly and accurately, even for complex products with many options and dependencies. This can help to reduce errors and improve sales efficiency.
    Streamlined Quote-to-Cash: Salesforce CPQ helps to streamline the quote-to-cash process by automating many of the manual tasks involved in generating quotes, contracts, and invoices. This can help to reduce cycle times and improve cash flow.
    Improved Accuracy: Salesforce CPQ helps to improve the accuracy of quotes by ensuring that all products and services are priced correctly and that all discounts and promotions are applied consistently. This can help to reduce billing errors and improve customer satisfaction.
    Increased Sales: Salesforce CPQ can help to increase sales by making it easier for sales reps to sell complex products and services. It can also help to improve customer satisfaction by providing a more streamlined and efficient sales experience.
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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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    Steep Learning Curve: New users may find the interface and configuration process complex, requiring significant training and adoption efforts.
    Limited Customization Options: While configurable, the platform may not offer the level of customization desired by some businesses, potentially hindering workflow integration.
    Limited Reporting Capabilities: Pre-built reports may not meet specific needs, requiring custom development or third-party solutions, increasing costs and complexity.
    Integration Challenges: Seamless integration with existing systems can be complex, requiring additional development work and potentially delaying deployment.
    Costly Implementation: Initial setup and ongoing subscription fees can be significant, especially for larger organizations, making it less accessible for smaller businesses.
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    Complex Setup: Users have reported that configuring Experlogix to meet their specific business requirements can be quite complicated and time-consuming, often requiring extensive customization and scripting.
    Limited Integrations: While Experlogix does offer some integrations, users have expressed that it lacks seamless integration with certain popular CRM and ERP systems, leading to data silos and manual workarounds.
    Steep Learning Curve: The platform's user interface and functionality can be challenging to grasp for new users, requiring significant time and effort to become proficient. This has been a common frustration among users who need to quickly onboard and utilize the CPQ system.
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    Steep Learning Curve: Salesforce CPQ has a reputation for being complex and challenging to learn, especially for users without prior experience with Salesforce products or CPQ software. The abundance of features and customization options can be overwhelming for new users, often requiring extensive training and support to get up to speed.
    Implementation Challenges: Implementing Salesforce CPQ can be a time-consuming and resource-intensive process, often requiring the involvement of experienced consultants or developers. Integrating CPQ with existing Salesforce instances or other business systems can pose additional challenges, potentially leading to delays and budget overruns.
    Cost: Salesforce CPQ is a premium product with a price tag to match. The subscription fees, implementation costs, and ongoing maintenance expenses can be significant, especially for small and medium-sized businesses. The pricing structure can also be complex, with different tiers and add-on features that can quickly increase the overall cost.
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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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    Reviews of Oracle CPQ offer a mixed perspective, highlighting both its strengths and weaknesses. Many users praise its ability to streamline the sales process and automate tasks, particularly compared to manual methods or simpler CPQ tools. One user noted, "Oracle CPQ saved us an immense amount of time on product configuration and quoting, allowing us to close deals faster." Others commended its accuracy and reduced error rates, citing the platform's guided selling tools and built-in intelligence. A reviewer stated, "With Oracle CPQ, we can be confident that our quotes and orders are accurate, eliminating costly mistakes." However, some users expressed concerns about the platform's complexity and steep learning curve, especially for less tech-savvy teams. One user commented, "The interface can be daunting for new users, and the initial training process is quite intensive." Additionally, some reviewers felt that the customization options were limited compared to competitors like Salesforce CPQ, potentially hindering integration with existing workflows. A reviewer noted, "While Oracle CPQ offers some customization, it's not as flexible as some other solutions, which can make it difficult to adapt to specific business needs." Despite these drawbacks, users ultimately seem to appreciate the value that Oracle CPQ brings to their businesses. Many acknowledge that its strengths, such as automation, accuracy, and scalability, outweigh the weaknesses, especially for large organizations with complex product configurations and high sales volume. One user summarized their experience by saying, "Oracle CPQ is a powerful tool that can help businesses streamline their sales operations and improve efficiency. While it has its learning curve and limitations, the benefits far outweigh the drawbacks, especially for larger companies." Overall, user reviews suggest that Oracle CPQ is a strong CPQ solution with significant potential, but its suitability depends on individual business needs and resources.

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    Are you trying to figure out if Experlogix is the real deal or just another flash in the pan? User reviews from the last year suggest that Experlogix is a powerful CPQ solution that's particularly well-suited for businesses with complex product configurations. Users rave about its robust rules engine, which allows for very granular control over pricing and discounting, ensuring accurate quotes every time. This is especially important for businesses with configurable products, where even small errors can significantly impact profitability. They also appreciate the visual configuration tools, which make it easy for sales reps to create quotes that are both accurate and visually appealing. However, some users have pointed out that Experlogix can be complex to implement and requires a significant investment of time and resources to get up and running. This is a common criticism of enterprise-grade software, but it's something to keep in mind if you're a smaller business with limited IT resources. Additionally, some users have expressed frustration with the user interface, finding it less intuitive than some competing products like Salesforce CPQ. Despite these drawbacks, many users feel that Experlogix's strengths outweigh its weaknesses, particularly if you need a CPQ solution that can handle complex product configurations and sophisticated pricing rules. In a nutshell, Experlogix is a good fit for businesses that need a powerful and flexible CPQ solution, but are willing to invest the time and resources required to implement it properly. It's particularly well-suited for manufacturers, distributors, and other businesses with complex product catalogs and sophisticated pricing needs. If you're a smaller business with simpler requirements, you might find that a more lightweight CPQ solution is a better fit.

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    Salesforce CPQ has garnered significant praise for its user-friendly interface, enabling sales teams to swiftly generate accurate quotes and streamline the sales process. Users highlight the software's intuitive design and guided selling capabilities, which empower representatives to configure products, determine pricing, and create professional quotes with ease. This efficiency translates into faster sales cycles and improved customer satisfaction. Salesforce CPQ's integration with Salesforce CRM further enhances its value proposition by providing a unified platform for managing customer interactions, sales processes, and order fulfillment. However, some users note that Salesforce CPQ's robust features come at a cost, as the software can be relatively expensive compared to some competitors. Additionally, the platform's extensive customization options, while offering flexibility, can also introduce complexity for new users. Despite these drawbacks, many users consider Salesforce CPQ a worthwhile investment due to its ability to drive revenue growth and enhance sales productivity. The software's strengths in automation, accuracy, and integration make it particularly well-suited for businesses with complex sales processes, diverse product offerings, and a need for scalability. Salesforce CPQ empowers these organizations to optimize their sales operations and achieve sustainable growth.

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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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