I really like the hands-on approach to this program. The ability to actually configure (pardon the pun) and customize all the features is, in my view, important, very important.

The software is hard to implement and requires programming skills. The ConfigureOne team is very knowledgeable and able to assist with the development process.

Very good, easy to customize, easy to use. It's wonderful to convey its value to customer.

The ability to configure or design your product and see the resulting image immediately is the feature most appreciated by our customers.

Very versatile and flexible but robust to handle everything we are doing now and going into the future.

Versatility and overall implementation is accessible. Customer service is really good to match the software capabilities to business needs.

The software includes lots of functionalities and this helps to fit to different industrial sectors. It can be used worldwide harmonizing processes and documents in an unique platform.

From the company perspective, we most appreciate the integration with our ERP system so product and pricing information is updated automatically.

They offer a suite of features, some more stable than others. Integrations with other software can be cumbersome, and buggy at times.

ConfigureOne - If you know what you're doing, it works great.

This also allows us to monitor the cost and profit margin for each project.

The ability to manipulate the interface to do what you need it to do. The ease of use is fantastic for the end user.

Good integration with Salesforce and a lot of customization possible if you have the skillset.

The ability to customize the interface and the power the software gives to both our users and administrators is amazing.

User interface is confusing and hard to change. You need an experienced web developer to write the CSS to modify your site.

The automatic logged out error keeps popping up now and again (regardless the use of browser and open programs).

Configure One gave us a Fantastic Return on our Investment.

Great company and easy to deal with. Great help to setup and build our configurator.

I like that it has the ability to be customized to fit our industry. We can make the program ours and create features solely for us.

The admin and user training is very thorough. The customer service during configuration and implementation is the best I've ever experienced from any software company.

Too bad the level of discount cannot be arranged in C1 in the way we need it (standard functionallity). The set-up of our 4- and 6- numbers is pretty complex and time consuming.

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).

US Dollar

Configure One CPQ is a cloud-based product configurator designed specifically for products that are configurable, customizable or have multiple options. The configurator solution is compatible with both large and small businesses. It is designed for manufacturing and can serve the needs of many different industries within the overall manufacturing umbrella.


Configure One CPQ can be used as a sales configurator and proposal generation tool, a production configurator, or both. Quotation and pricing, bill of materials (BOM) and routings, visualization, and other native components can be optionally added on to the system. In addition, the system has the capability to integrate with all major business systems to include SAP, Oracle, IFS, JD Edwards, Salesforce, NetSuite, and many others.


Configure One CPQ can handle operations for both sales and production. The system can generate BOMs, quotes, real-time three-dimensional graphic displays, and other helpful tools. Specializing in companies that offer configurable products, the system is built to reflect specific needs.



LongDescription

Document Templates

Cataloging/Categorization

Proposal Generation

Access Controls/Permissions

Data Synchronization

Real-time Product Visualizations

3D Digital Asset Management

Product Configurator

Order Management

Guided Selling

eCommerce Management

Automated Quoting

Self Service Portal

Contact Management

Pricing and Cost Calculations

Opportunity Management

Price and Cost Calculations

Bills of Material

For Customer Use

Client Portal

Pricing Management

Workflow Management

For Internal Use

Data Visualization

3D Imaging

Rule-based Configuration

Discount Management

Customizable Branding

Approval Workflow

Quotes/Estimates

Third-Party Integrations

2D Drawing

Sales Forecasting

Online Catalog

Item Management

Data Catalog

BOM Creation

Parts Management

Third-Party Integration

Single-level BOM

Multi-Currency

Price/Margin Management

Approval Process Control

Customizable Templates

Document Management

Visual Configuration

Rules Engine

Mac OS

Web browser (OS agnostic)

Windows 8

Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

Chat

11-50

51-200

201-500

501-1000

1000+

Configure One Cloud

In Person

Live Online

Webinars

Documentation

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.



Forecasting

Electronic Payments

Product Catalog

Customizable Reports

Activity Tracking

Templates

Digital Signature

Contract/License Management

Electronic Signature

Pipeline Management

Sales Orders

Customizable Fields

Collaboration Tools

Content Library

Template Management

Data Import/Export

Audit Trail

Version Control

Content Management

Sales Reports

Real Time Data

Real Time Notifications

Email Management

Activity Dashboard

Alerts/Notifications

Reporting & Statistics

Knowledge Base Management

Reminders

Sales Automation

Estimating

Billing & Invoicing

Document Review

Accounting Integration

Document Automation

Audit Management

Renewal Management

Customer History

Third Party Integrations

RFP Management

Document Storage

Automatic Formatting

Configurable Workflow

Configuration Management

Drag & Drop

RFP Creation

Windows 7

Windows XP

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.

Configure One Cloud vs QuoteWerks

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