Ignition vs. QuoteWerks

PI is we suited for CPAs or attorneys who use value pricing and who want to completely eliminate A/R from their books.

Incentivized

The sales department is satisfied with QuoteWerks and this generates satisfaction throughout the company. The main recommendation is to use the free trial first in order to know what the goals of each company are according to their size and futuristic vision. QuoteWerks opening easy and robust integration with our CRMs, this also improves workflow. It works as an electronic signature that has improved working time and in general the relationship with our clients because we no longer have to ask the client to print the document and then sign it.

Incentivized

• Proposal process. PI makes it easy to create and send proposals to new and existing clients, collect their payment info, and get signature on the engagement letter.
• Easily identify engagements that will be expiring, so we can begin to assemble a renewal.
• Communication to and from the client during the proposal process, which keeps everything associated with the proposal together in one place.

Incentivized

• Organize product data, costing, pricing and images in one central location
• Quickly prepare and disseminate quotes
• Time saved is redirected to other business management activities
• Interface with Act! CRM keeps quotes organized by customer
• Tech support is excellent for the few times I have had to contact them

Incentivized

• I would love to see it really support other industries better, like Marketing. There are workarounds for invoicing and set up, but it could be easier.
• I would love the option to be able to send the client a single proposal with different options and allow them to select which one they want to move forward with. Right now we have to send a proposal for each option.
• I would love for there to be user permissions where certain users can log in to see the proposals they are associated with without seeing everything.

Incentivized

• The data structure that is required to set up the "price books" behind the scenes is a little cumbersome until you learn how to do it and practice.
• The sync function for the data is sometimes a little slow in the Standard and Professional editions because of the Access back-end. The Corporate edition uses a MS SQL back-end and is better.

Incentivized

We will renew because QuoteWerks has all the capabilities we require for our business processes and our reps like it. The support is top notch and the pricing model saves us considerable money over SaaS models. I also feel confident that Aspire Technologies will continue to improve and add features

Incentivized

Our company's experience with Quotewerks has been position and we have continued to look at other solutions to make sure we are not missing something, however for the pricing structure for what we use, makes it the right solution for our business.

Incentivized

QuoteWerks is a very stable, robust solution. In my experience: bugs in the software are rare; any crashes or system failures are usually due to other infrastructure issues rather than the software itself, i.e. a problem with the network or server, an issue with a.n.other piece of software on the User's workstation that has a knock-on effect on QuoteWerks.

Once set up and running, and particularly when running the more reliable, faster Corporate edition rehosted to SQL Server, then QuoteWerks performs very well. The only reason for the slight mark down here is that QuoteWerks is very sensetive to having a database connection. If there is an issue whereby the connection to the server is lost (network glitch for example) then whereas Outlook (or a.n.other piece of software) might just wait and poll in 30 seconds time, QuoteWerks will crash and potentially a User lose all changes to the document(s) that they were working on.

Quotewerks Support and the UK Distributor here have always been responsive to our requests and in particular helped us out when we need some new functionality which then got added in the next build...this really impressed me and showed that where case was made, they readily embraced it and the new build was completed within 60 days.

There is in-person training offered in Orlando, but our company did not want to spend the money.

Incentivized

Originally it was weak, but they have really stepped up.

Incentivized

I do not have any key insights on the implementation so I cannot provide any valuable information here. I do know, however, that the process went well when we switched from a old platform to a new hyperconverged solution to host Quotewerks. It seemed to be a quick process and our engineer was able to do so almost seamlessly.

Incentivized

You aren't able to customize the design of the proposal, but it surpases everything we have ever tried. It's easy to use and quick to learn.

Incentivized

Both this software were similar in what they do and pricing, however, the QuoteWork software in my opinion does a better job recording and tracking communications between personnel and clients. QuoteWerks also gives a lot of data that might seem like overkill, but having too much information is better than too little.

Incentivized

We've implemented QuoteWerks in both micro ("one man band") businesses as well as much larger organisations. With QuoteWerks Corporate editions option to host the backend database on SQL Server (a very powerful and scaleable database platform) it's possible to work effectively with QuoteWerks in an organisation with many 100 Users. The flexibility of the product also lends itself very well to evolving with a growing business and having various individual user configurations to help them work best with the software in their individual role in the organisation.

• It has made our workflow 100% faster. We can send out a proposal within hours of receiving the lead. This is all because of the saved service libraries.
• We don't really have to worry about collections from clients. We can set proposals for auto payment and require payment on signature.

Incentivized

• Quotewerks has allowed us to improve the accuracy and speed in which we are able to generate and deliver a quote.
• Quotewerks has improved the overall consistency and appearance of our quotes.
• Quotewerks has allowed us to prevent costly pricing mistakes based on stale data or price lists.

Incentivized