Quote Roller vs QuoteWerks

Struggling to choose between Quote Roller and QuoteWerks? Both products offer unique advantages, making it a tough decision.

Quote Roller is a Business & Commerce solution with tags like quotes, invoices, small-business.

It boasts features such as Create professional quotes and invoices, Customize templates, Accept online payments, Generate reports, Automate recurring invoices, Integrate with CRM and accounting software and pros including Easy to use interface, Flexible customization, Mobile app available, Helps streamline billing process.

On the other hand, QuoteWerks is a Business & Commerce product tagged with quoting, proposals, automation, customization, integration.

Its standout features include Create professional quotes and proposals, Customize templates and branding, Generate quotes from opportunities in CRM, Build a product catalog and pricing database, Automate proposal generation and delivery, Integrate with accounting and ERP systems, Track quote status and conversion rates, Manage sales pipelines and forecasts, and it shines with pros like Saves time with automation and templates, Provides professional and customized quotes, Integrates with other business systems, Helps track and manage the sales process, Good for companies selling configurable/custom products, Can scale from small to large businesses.

To help you make an informed decision, we've compiled a comprehensive comparison of these two products, delving into their features, pros, cons, pricing, and more. Get ready to explore the nuances that set them apart and determine which one is the perfect fit for your requirements.

Quote Roller

Quote Roller

Quote Roller is a quoting and invoicing software for small businesses. It allows users to create, customize and send professional quotes and invoices to clients quickly.

Categories:
quotes invoices small-business

Quote Roller Features

  1. Create professional quotes and invoices
  2. Customize templates
  3. Accept online payments
  4. Generate reports
  5. Automate recurring invoices
  6. Integrate with CRM and accounting software

Pricing

  • Freemium
  • Subscription-Based

Pros

Easy to use interface

Flexible customization

Mobile app available

Helps streamline billing process

Cons

Limited templates compared to competitors

Lacks some advanced invoice features

Mobile app lacks some functionality


QuoteWerks

QuoteWerks

QuoteWerks is a sales quoting and proposal software designed for IT and manufacturing businesses. It helps streamline the quote-to-cash process by providing customization, automation, and integration capabilities out-of-the-box.

Categories:
quoting proposals automation customization integration

QuoteWerks Features

  1. Create professional quotes and proposals
  2. Customize templates and branding
  3. Generate quotes from opportunities in CRM
  4. Build a product catalog and pricing database
  5. Automate proposal generation and delivery
  6. Integrate with accounting and ERP systems
  7. Track quote status and conversion rates
  8. Manage sales pipelines and forecasts

Pricing

  • Subscription-Based
  • Pay-As-You-Go
  • Custom Pricing

Pros

Saves time with automation and templates

Provides professional and customized quotes

Integrates with other business systems

Helps track and manage the sales process

Good for companies selling configurable/custom products

Can scale from small to large businesses

Cons

Can be complex for simple quoting needs

Initial setup and customization takes time

Must learn how to use many features

May require IT involvement for setup and integration

Not ideal for companies with simple, fixed pricing