QuoteWerks vs Experlogix

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

QuoteWerks Software Tool
Experlogix Software Tool

Product Basics

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.
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Experlogix is an integrated solution for product configuration and automating the quote-to-order fulfillment process. Users can streamline operations and simplify order processes by implementing approval workflows and creating pricing rules.

It allows users to complete complex configurations and visualize modifications without programming. Implementation can be on-premises or cloud-based. It integrates with ERP and CRM platforms, including Microsoft Dynamics, Salesforce and NetSuite.
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$13.75/User, Monthly
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Tailored to your specific needs
$20,000 Monthly
Get a free price quote
Tailored to your specific needs
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Windows
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Chromebook
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Product Assistance

Documentation
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Live Online
Videos
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Videos
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Email
Phone
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FAQ
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Knowledge Base
24/7 Live Support
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24/7 Live Support

Product Insights

  • 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. 
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  • Save Time: Create personalized quotes quicker with complex configurations. Generate instant BOM and other documentation with product modifications. 
  • Maximize Profit: Enable sales representatives to manage rules and formulas for pricing and discounts without programming. Calculate prices with the best possible profit margin using tables and formulas, accounting for complex scenarios and other factors. 
  • Reduce Errors: Minimize mistakes made with manual quote and order processing. Use automated logic-based rules to catch errors and prevent unapproved discounting. 
  • Increase Sales: Add up-sell and cross-sell messages to proposals based on recommendations. Implement additional requirements on the app to send personalized services and products to customers. 
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  • 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. 

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  • Quote Creation: Build a quote from existing components, ready-to-ship inventory or from questionnaire responses. Verify the compatibility of each choice made and spot incompatibilities with color-coded highlights. 
  • Automated Workflows: Implement automated workflow approval requests. Streamline communication and collaboration between sales and engineering. 
  • Price Configuration: Define and manage logic-based pricing and discounting configuration rules without coding. Use prices from external systems with Excel and API integration. 
  • Product Visualizations: View complex configurations in real time using image compositing. Apply different colors and textures and create modifications with layers and effects. 
  • Sales Recommendations: Generate pop-up messages with upsell and cross-sell recommendations. Use configurations to acquire application-specific information to recommend personalized products for clients. 
  • Workbench: Create and manage logic-based rules and formulas for pricing and discounting configuration. Define component relationships to create specific combinations of parts and materials. 
  • E-Commerce Integrations: Streamline order-to-fulfillment processes by integrating with e-commerce systems like Sana, Dynamic Web and more. Use CRM and ERP integration to turn opportunities into quotes. 
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Product Ranking

#9

among all
CPQ Software

#18

among all
CPQ Software

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Analyst Rating Summary

65
60
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41
9
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Analyst Ratings for Functional Requirements Customize This Data Customize This Data

QuoteWerks
Experlogix
+ 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 9 40 0 83 80 84 73 0 25 50 75 100
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64%
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67%
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65%
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26%
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Analyst Ratings for Technical Requirements Customize This Data Customize This Data

64%
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36%
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36%

User Sentiment Summary

Great User Sentiment 423 reviews
Great User Sentiment 27 reviews
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.

85%
of users recommend this product

Experlogix has a 'great' User Satisfaction Rating of 85% when considering 27 user reviews from 3 recognized software review sites.

4.3 (174)
n/a
4.47 (114)
4.5 (6)
4.0 (78)
4.5 (6)
3.5 (2)
n/a
4.4 (55)
4.05 (15)

Synopsis of User Ratings and Reviews

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.
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Guided Selling: Users appreciate the guided selling feature, which helps sales reps ask the right questions to identify customer needs and recommend the best products.
Pricing Accuracy: Experlogix is known for its accurate pricing calculations, ensuring that quotes and proposals are always correct and up-to-date.
Ease of Use: Many users find Experlogix to be user-friendly, with an intuitive interface that makes it easy to create and manage complex configurations.
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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.
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Complex Setup: Users have reported that configuring Experlogix to meet their specific business requirements can be quite complicated and time-consuming, often requiring extensive customization and scripting.
Limited Integrations: While Experlogix does offer some integrations, users have expressed that it lacks seamless integration with certain popular CRM and ERP systems, leading to data silos and manual workarounds.
Steep Learning Curve: The platform's user interface and functionality can be challenging to grasp for new users, requiring significant time and effort to become proficient. This has been a common frustration among users who need to quickly onboard and utilize the CPQ system.
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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.

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Are you trying to figure out if Experlogix is the real deal or just another flash in the pan? User reviews from the last year suggest that Experlogix is a powerful CPQ solution that's particularly well-suited for businesses with complex product configurations. Users rave about its robust rules engine, which allows for very granular control over pricing and discounting, ensuring accurate quotes every time. This is especially important for businesses with configurable products, where even small errors can significantly impact profitability. They also appreciate the visual configuration tools, which make it easy for sales reps to create quotes that are both accurate and visually appealing. However, some users have pointed out that Experlogix can be complex to implement and requires a significant investment of time and resources to get up and running. This is a common criticism of enterprise-grade software, but it's something to keep in mind if you're a smaller business with limited IT resources. Additionally, some users have expressed frustration with the user interface, finding it less intuitive than some competing products like Salesforce CPQ. Despite these drawbacks, many users feel that Experlogix's strengths outweigh its weaknesses, particularly if you need a CPQ solution that can handle complex product configurations and sophisticated pricing rules. In a nutshell, Experlogix is a good fit for businesses that need a powerful and flexible CPQ solution, but are willing to invest the time and resources required to implement it properly. It's particularly well-suited for manufacturers, distributors, and other businesses with complex product catalogs and sophisticated pricing needs. If you're a smaller business with simpler requirements, you might find that a more lightweight CPQ solution is a better fit.

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