I like the integration with Autotask as well as Connectwise and its ability to push data to Quickbooks.

Dashboard notification options are very limited to just two integration programs and not for overall quoted work. No Service Operations Automation or Order management.

When we had questions, Quotewerks support was always there to help guide us.

My biggest gripe is that I still can't import my Dell proposals it really makes it difficult to have to cut and paste each quote I get from Dell.

Integration with other software and ease of use.

The ease of use and various integrations are some of it's strongest features.

We are all able to see and have access to each others quotes, which is helpful when someone is out of the office.

The ability to change the templates and the customer service is outstanding.

I can one-click fulfill multiple orders so getting the stuff to my clients is a snap too. That's all great, but the BEST part about QW is their support.

The user interface is so flexible with such great customizable templates which are different too. There are live updates to prices from vendors.

We have been using QW for many years because of its ease of use. Aspire never stops making this product better and their support team is fantastic.

I also like the fact that the quotes are securely delivered and can be accepted and paid through the email. It integrates with our merchant services so we can take deposits upon acceptance.

Lots of areas to get lost, many sub menus. Might take some time to get up to speed if you haven't used it before.

I don't think I've even begun to scratch the surface of what this software can do. It's definitely worth the time to get it up and running.

The software makes it very easy to copy and paste information as well as edit where appropriate. An easy to understand gauge of cost/sales price and profit% allows for simple cost and profit tracking.

Its integration with PSA tools is top notch. Its ease of online quoting and ordering make this a great product to use.

QW saves up time and money. The ability to change template designs to meet each customer is terrific.

It's really a great quoting tool. It works well with ConnectWise, and its ability to export to Excel is great.

Quotewerks is a great tool, and will soon integrate with our new CRM, making it very useful.

Easy to stay on top of my opportunities. Also the support is excellent.

QuoteWerks makes the ability to quickly send a prospect/customer a quote in a matter of minutes as well as the ability to track the quote with QuoteValet.

You are free to create and use the quoting software in the way you would like and works best for your company. I've been using this since 2012, and it's been getting better and better.

We also export .xml files and import them into warehouse management system via edi. Ease of use was also very important to our purchase decision.

The QW tech support people are top knotch professionals.

The tool is a little outdated in look and it does crash at times.

Thought QuoteWerks was very unstable and lacked many features that a quoting program should include.

Easy to use and interfaces well with other programs.

The application is very easy to navigate through and has a very nice and reliable customer support. I like how it helps me to quickly create quotes, proposals and send them instantly to customers.

I like how it helps create and track quotes without any complications. There customer support has been very helpful and supportive any time i hit a roadblock.

Their support has been very helpful and responsive anytime I've hit a roadblock.

QW was also recommended to us by our ACT consultant who was familiar with our business. The online QW demo and videos were great at showing the ease of use of the product too.

The software is easy enough to use. Great for quoting projects.

Inability to synch said data with our business system (BusinessVision) and CRM (Zoho).

Customer Service was horrible. You could not talk to someone when you wanted to.

It was simple enough, even for a novice user like myself. The fact I could integrate it with my bank account and automatically enter expenses and raise invoices with my own branding etc. was great.

The single most annoying thing about it is the support.

The FreshBooks/Xero integration stopped working around 2017 (I don't know why; each company blames the other).

We were currently using Quickbooks, which had, at the time, very limited cloub-based capability. Xero looked great, was easy to use, and made it possible for our virtual team to work together.

I love how easy it is to sync bank feeds and reconcile transactions. I love the rule feature that allows me to set my routine transactions to the correct COA.

There is more information in the project tabs than what you can obtain in the report which is disappointing.

I believe Xero have captured a very nice niche of the industry with it's very business orientated user interface and simplisitic feel. It makes accounting somewhat fun for the business owner.

Ve not used the full power of Xero yet but so far it’s been great in helping me keep track of real time spending etc. It’s certainly an asset to the business and I’m learning more as I use it.

Finances are easier to keep up to date and more frequently, the software updates are seamless, the reports are great, the integrations are outstanding, and the service is super.

Every feature I need is an extra add on charge. The remember me at login does not work and I have to waste time with 2 step login every time I leave the computer for 5 minutes.

Xero has been a great experience for me. If you want software that can automatically allocate transactions when and where you need them to go, save yourself time and check out Xero.

Great software, price is affordable for small businesses.

Xero is easy to use (with a little direction perhaps) and it's been great for invoicing, payroll, and tracking our finances.

Easy to share with accountants. A thoughtful social enterprise discount given too.

And there are odd glitches in the reporting (cannot recall all the details now, I only have one client left using this app) that I had to watch out for.

Appalling Software - Avoid at all Costs in My Opinion.

US Dollar

QuoteWerks is a configure, price, quote (CPQ) solution that can be used in any industry for creating sales quotes and proposals.


QuoteWerks integrates with customer management solutions like ACT!, ACT! for Web, Autotask, ConnectWise, GoldMine, Google Contacts, Maximizer, MS Dynamics CRM, Outlook, Zoho, HubSpot, salesforce.com, and SugarCRM. QuoteWerks also has its own built-in contact database.


Users can import product information by linking QuoteWerks to product database sources like external databases, Excel spreadsheets or text files, or product information can be typed directly into the quote. QuoteWerks can even quote products that are stored in QuickBooks, Sage 50 or Peachtree.


Users can get real-time pricing and warehouse availability from vendors as well as product descriptions, product images and marketing descriptions. Users can also submit orders electronically to vendors and receive order status with shipping tracking numbers, serial numbers and more.



LongDescription

Document Templates

Cataloging/Categorization

Forecasting

Electronic Payments

Product Catalog

Customizable Reports

Proposal Generation

Access Controls/Permissions

Activity Tracking

Templates

Digital Signature

Contract/License Management

Electronic Signature

Product Configurator

Order Management

Approval Process Control

Pipeline Management

Sales Orders

Customizable Fields

Collaboration Tools

Content Library

eCommerce Management

Automated Quoting

Template Management

Data Import/Export

Contact Management

Audit Trail

Version Control

Content Management

Price and Cost Calculations

Bills of Material

Multi-Currency

Sales Reports

Real Time Data

Client Portal

Real Time Notifications

Pricing Management

Workflow Management

Email Management

Activity Dashboard

Alerts/Notifications

Reporting & Statistics

Knowledge Base Management

Reminders

Sales Automation

Estimating

Customizable Templates

Billing & Invoicing

Document Review

Accounting Integration

Document Automation

Audit Management

Discount Management

Renewal Management

Customizable Branding

Approval Workflow

Quotes/Estimates

Customer History

Third Party Integrations

Document Management

RFP Management

Pricing and Cost Calculations

Price/Margin Management

Document Storage

Guided Selling

Automatic Formatting

Self Service Portal

Configurable Workflow

Configuration Management

Drag & Drop

RFP Creation

Windows 7

Windows XP

Web browser (OS agnostic)

Windows 8

Windows 10

The QuoteWerks Web license is an add-on license to the QuoteWerks Desktop product that grants users access to QuoteWerks through a web browser.

If users have purchased real-time licenses, Etilize subscriptions, and/or QuoteValet subscriptions for QuoteWerks Desktop, these features will be accessible in QuoteWerks Web.
The QuoteWerks Web access license is $10/month per concurrent user.

Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

Chat

Self-Employed

2-10

11-50

51-200

201-500

501-1000

1000+

QuoteWerks

In Person

Live Online

Webinars

Documentation

Videos

Xero is a global small business platform with 3.95 million subscribers which includes core accounting, payroll, workforce management, expenses and projects. Xero also has an extensive ecosystem of connected apps and connections to banks and other financial institutions, helping small businesses access a range of solutions from within its open platform to help them run their business and manage their finances. Xero is a FIFA Women’s Football partner.

About Xero accounting software 

Xero provides small business owners, accountants and bookkeepers with powerful online accounting software and access to up-to-date financial data. It’s designed to make life better for small businesses, their advisors and communities around the world. It connects businesses with their bank, their advisor, accounting tools, payment services and third-party apps, so everything is securely available at any time, on any device. 
Benefits for small businesses
Xero’s beautiful, easy-to-use small business accounting software automates and streamlines many day-to-day tasks, including bank reconciliation, quoting, invoicing, making and collecting payments, tax, managing employees, expenses, projects and payroll. Businesses can view  up-to-date numbers on the Xero dashboard, in reports, and in analytics. It’s easy for businesses to see how they’re tracking, stay in control of cash flow and make informed decisions. 
Because Xero is cloud-based, businesses can work with their data easily from anywhere as well as collaborate with their accountant and bookkeeper. Many features are available on mobile, so people can run their business on the go.

Support and learning

Xero’s offers free 24/7 support, learning, and discussions at Xero Central, backed by a team of expert support staff. Customers are also invited to put forward and vote on product ideas.

Responsible data use commitments

Xero takes a defense-in-depth approach to protecting its systems and customer data. Data is protected by multiple layers of security, including encryption when it’s transferred and stored, and subject to strict privacy controls. Xero uses multi-factor authentication; software updates are free; and Xero does regular data backups.
Xero is certified as compliant with ISO/IEC 27001:2013, complies with the Payment Card Industry Data Security Standard, and produces Service Organization Control (SOC 2) reports.

Xero App Store

Xero connects with more than 1000 third-party apps designed to solve everyday business challenges, get data flowing between Xero and other apps, and provide a more complete view of how a business is performing. The Xero App Store is the place to easily find, try and connect apps that are certified by Xero and reviewed by users.

Pricing plans and free trial

Xero offers a free trial of its accounting software for 30 days, and a range of pricing plans designed to suit different needs. Subscriptions to Xero are invoiced monthly. 
 Accountants and bookkeepers get free access to Xero online accounting software and to Xero HQ when they sign up (for free) as Xero partners.
Xero for accountants and bookkeepers
Accountants and bookkeepers gain access to smart practice management software with tools for streamlined workflows, efficient compliance, and a cloud-based single accounting ledger for every client. They can collaborate within Xero with their colleagues or with clients, automate manual tasks, and access client records at any time. 
Xero’s integrated practice management software includes Xero HQ, Xero Practice Manager, Xero Workpapers and Xero Tax. 

Xero the company

Xero is a global company with offices in seven countries and over 3.95 million subscribers. It’s a leader in online accounting across New Zealand, Australia and the United Kingdom, and has won multiple awards for its software and services. Xero is listed on the Australian Stock Exchange (ASX).

Revenue Recognition

Product Identification

Case Management

Tax Management

Purchase Order Management

Invoice History

Status Tracking

Payment Processing

Multi-Channel Management

Recurring/Subscription Billing

Due Date Tracking

Time Tracking

Asset Accounting

Vacation/Leave Tracking

Nonprofits

Charting

Progress Tracking

Job Costing

General Ledger

Bank Reconciliation

Financial Analysis

Mobile Payments

Ad hoc Reporting

Retail Inventory Management

Financial Management

Project Billing

Credit Card Processing

Invoice Management

Transaction History

CPA Firms

Project Management

Customizable Invoices

Cash Flow Management

Customer Database

Calendar Management

Reorder Management

Shipping Management

Accrual Accounting

Warehouse Management

Automatic Billing

Inventory Optimization

Accounting

Email Templates

Consolidation/Roll-Up

Duplicate Payment Alert

For Government

Overrun Reporting

For CPA Firms

Hourly Billing

Mobile Access

Online Payments

Cost Tracking

Early: $5.50/month
Growing: $16/month
Established: $31/month

QuoteWerks vs Xero

User Ratings & Reviews

Pricing

Product Demo & Screenshots

Advisor Recommendations & User Awards

Additional Info

Support and Training

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