Zuora Billing vs QuoteWerks

Last Updated:

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

Zuora Billing Software Tool
QuoteWerks Software Tool

Product Basics

Zuora Billing is a comprehensive software solution designed to manage complex billing tasks, including Configure, Price, Quote (CPQ) processes. It is particularly well-suited for subscription-based businesses that require flexible billing cycles, automated invoicing, and detailed revenue recognition. The software excels in handling recurring payments, usage-based billing, and one-time charges, making it ideal for companies with diverse pricing models.

Key benefits of Zuora Billing include streamlined billing operations, enhanced financial accuracy, and improved customer satisfaction through timely and precise invoicing. Popular features encompass automated billing, revenue recognition, and robust reporting capabilities. Users appreciate its intuitive interface and the ability to integrate seamlessly with other enterprise systems.

Compared to similar products, Zuora Billing is often praised for its scalability and adaptability to various business needs. Pricing details are typically customized based on specific requirements, so it is advisable to contact SelectHub for a tailored quote.

read more...
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...
Undisclosed
Get a free price quote
Tailored to your specific needs
$13.75/User, Monthly
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

  • Improved Revenue Recognition: Zuora Billing automates revenue recognition processes, ensuring compliance with accounting standards like ASC 606 and IFRS 15, which reduces manual errors and accelerates financial close cycles.
  • Enhanced Customer Experience: The platform supports a variety of billing models, including subscription, usage-based, and one-time charges, allowing businesses to offer flexible pricing plans that meet diverse customer needs.
  • Scalability: Zuora Billing can handle complex billing scenarios and high transaction volumes, making it suitable for growing businesses that need to scale their operations without overhauling their billing systems.
  • Operational Efficiency: By automating recurring billing, invoicing, and payment collection, Zuora Billing reduces the administrative burden on finance teams, freeing them to focus on strategic initiatives.
  • Real-Time Analytics: The software provides real-time insights into key metrics such as Monthly Recurring Revenue (MRR) and customer churn, enabling data-driven decision-making and proactive business management.
  • Seamless Integration: Zuora Billing integrates with a wide range of CRM, ERP, and other enterprise systems, ensuring a cohesive ecosystem that enhances data accuracy and operational efficiency.
  • Global Compliance: The platform supports multi-currency and multi-taxation requirements, helping businesses comply with international billing regulations and expand into new markets with ease.
  • Customizable Workflows: Users can tailor billing workflows to match their unique business processes, ensuring that the system adapts to their needs rather than forcing them to conform to a rigid structure.
  • Reduced Time to Market: With its flexible architecture, Zuora Billing allows businesses to quickly launch new products and pricing models, giving them a competitive edge in rapidly changing markets.
  • Enhanced Security: The platform adheres to stringent security standards, including PCI DSS compliance, ensuring that sensitive customer data is protected against breaches and fraud.
read more...
  • 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...
  • Subscription Management: Efficiently handle complex subscription models, including upgrades, downgrades, and renewals.
  • Usage-Based Billing: Accurately bill customers based on their actual usage, supporting various metrics and thresholds.
  • Automated Invoicing: Generate and send invoices automatically, reducing manual effort and minimizing errors.
  • Revenue Recognition: Comply with accounting standards by automating revenue recognition processes, ensuring accurate financial reporting.
  • Multi-Currency Support: Manage billing in multiple currencies, facilitating global business operations and customer satisfaction.
  • Taxation Management: Automatically calculate and apply taxes based on regional regulations, simplifying compliance.
  • Customizable Pricing Models: Create tailored pricing plans, including tiered, volume, and flat-rate pricing, to meet diverse customer needs.
  • Payment Gateway Integration: Seamlessly integrate with various payment gateways, offering customers multiple payment options.
  • Real-Time Analytics: Access detailed billing and subscription analytics to make informed business decisions.
  • Customer Self-Service Portal: Provide customers with a portal to manage their subscriptions, view invoices, and make payments.
  • Flexible Billing Cycles: Support various billing cycles, such as monthly, quarterly, or annually, to align with customer preferences.
  • Discount and Promotion Management: Easily create and apply discounts and promotions to attract and retain customers.
  • Integration with CRM Systems: Integrate with popular CRM systems like Salesforce to streamline customer data management.
  • Audit Trail: Maintain a comprehensive audit trail of all billing activities for transparency and compliance purposes.
  • API Access: Utilize robust APIs to integrate Zuora Billing with other business systems, enhancing overall functionality.
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...

Product Ranking

#5

among all
CPQ Software

#9

among all
CPQ Software

Find out who the leaders are

Analyst Rating Summary

we're gathering data
65
we're gathering data
0
we're gathering data
41
we're gathering data
80
Show More Show More

Analyst Ratings for Functional Requirements Customize This Data Customize This Data

Zuora Billing
QuoteWerks
+ 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 25 50 75 100
we're gathering data
N/A
we're gathering data
N/A
we're gathering data
N/A
0%
0%
100%
we're gathering data
N/A
we're gathering data
N/A
we're gathering data
N/A
36%
0%
64%
we're gathering data
N/A
we're gathering data
N/A
we're gathering data
N/A
80%
0%
20%
we're gathering data
N/A
we're gathering data
N/A
we're gathering data
N/A
33%
0%
67%
we're gathering data
N/A
we're gathering data
N/A
we're gathering data
N/A
83%
0%
17%
we're gathering data
N/A
we're gathering data
N/A
we're gathering data
N/A
69%
0%
31%
we're gathering data
N/A
we're gathering data
N/A
we're gathering data
N/A
65%
0%
35%
we're gathering data
N/A
we're gathering data
N/A
we're gathering data
N/A
74%
0%
26%

Analyst Ratings for Technical Requirements Customize This Data Customize This Data

we're gathering data
N/A
we're gathering data
N/A
we're gathering data
N/A
64%
0%
36%

User Sentiment Summary

Great User Sentiment 49 reviews
Great User Sentiment 423 reviews
81%
of users recommend this product

Zuora Billing has a 'great' User Satisfaction Rating of 81% when considering 49 user reviews from 2 recognized software review sites.

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.

5.0 (6)
n/a
n/a
4.3 (174)
3.89 (43)
4.47 (114)
n/a
4.0 (78)
n/a
3.5 (2)
n/a
4.4 (55)

Synopsis of User Ratings and Reviews

Flexible Pricing and Customization: Zuora Billing empowers businesses to tailor pricing and discounts to align with their specific requirements.
Seamless Salesforce Integration: The integration with Salesforce streamlines sales operations, enabling sales representatives to generate product quotes with adaptable rate plans and gain visibility into subscriptions and financial data within Salesforce.
Responsive Customer Support: Users benefit from prompt response times and valuable assistance, contributing to a positive customer experience.
Automation: Zuora Billing offers automation capabilities for numerous features and functions, saving time by eliminating manual and repetitive tasks.
Subscription Management: The platform provides diverse options for managing subscriptions, including evergreen and termed subscriptions, with straightforward amendment processes.
Show more
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
Usability Issues: Zuora can be difficult to use, requiring extensive training and many steps for simple tasks.
Revenue Recognition Challenges: It doesn't comply with GAAP ASC606, necessitating additional software like RevPro.
Reporting Deficiencies: Reporting, particularly for churn analysis, needs improvement and often requires manual manipulation in Excel.
Inflexibility in Complex Situations: Zuora struggles with unusual or complex scenarios, slowing down sales teams who need to create quotes.
Cost and Support Concerns: Some users find Zuora expensive and experience inconsistent support quality, with issues sometimes requiring escalation.
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

User reviews from the past year paint a mixed picture of this comprehensive billing platform. While Zuora Billing garners praise for its robust features and seamless Salesforce integration, users also point out notable drawbacks. A standout strength is Zuora Billing's flexibility in handling pricing and customization. Users highlight the ease with which they can tailor pricing models and discounts to align with specific business needs, such as offering tiered pricing for different user segments. The platform's API-centric approach is another key differentiator, empowering businesses to build custom integrations and automate workflows. For instance, companies have leveraged the API to connect Zuora Billing with their CRM systems, automating invoice generation and payment processing. However, this strength is counterbalanced by a significant weakness: complexity. Users report a steep learning curve and a cumbersome interface that necessitates extensive training and numerous steps to complete even basic tasks. While Zuora Billing excels in some areas, it stumbles in others, particularly reporting and revenue recognition. Users express frustration with the platform's limited reporting capabilities, especially when it comes to tracking crucial metrics like churn. Moreover, Zuora Billing's revenue recognition model falls short of GAAP ASC606 compliance, compelling businesses to rely on third-party software like RevPro for accurate financial reporting. This limitation poses a significant challenge for companies operating in regulated industries or those requiring strict financial compliance. In essence, Zuora Billing is best suited for large enterprises with complex billing needs and dedicated IT resources to navigate its intricacies. Smaller businesses or those seeking a more user-friendly solution might find Zuora Billing overwhelming and may be better served by alternative platforms.

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

Screenshots

Top Alternatives in CPQ Software


Configure One

Conga CPQ

Experlogix

IBM Sterling CPQ

Infor CPQ

Oracle CPQ

Powertrak

Pros

QuoteWerks

Salesforce CPQ

SAP CPQ

servicePath

Tacton

Vendavo

Verenia

Related Categories

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