QuoteWerks vs servicePath

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Our analysts compared QuoteWerks vs servicePath 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

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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ServicePath is a sophisticated software solution designed to streamline complex tasks such as Configure, Price, Quote (CPQ) management. It is particularly well-suited for enterprises that deal with intricate sales processes and require a robust tool to enhance efficiency and accuracy. The platform's ability to handle detailed configurations and pricing scenarios makes it invaluable for businesses aiming to optimize their sales operations.

Key benefits of using servicePath include improved quote accuracy, faster turnaround times, and enhanced sales productivity. Popular features encompass dynamic pricing models, customizable templates, and seamless integration with existing CRM systems. Users often highlight the intuitive interface and the significant reduction in manual errors as standout advantages.

Compared to similar products, servicePath is frequently praised for its user-friendly design and comprehensive functionality. Pricing typically falls within a mid-to-high range, often based on the number of users or volume of transactions, with options for monthly or annual payments. This flexibility allows businesses to choose a plan that aligns with their specific needs and budget.

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$13.75/User, Monthly
Get a free price quote
Tailored to your specific needs
$75 Monthly
Get a free price quote
Tailored to your specific needs
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Product Assistance

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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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  • Increased Sales Efficiency: Automates complex pricing and quoting processes, reducing the time sales teams spend on administrative tasks.
  • Enhanced Accuracy: Minimizes errors in quotes and configurations by using predefined rules and logic, ensuring consistency and reliability.
  • Improved Customer Experience: Provides quick and accurate quotes, enhancing customer satisfaction and trust in your sales process.
  • Scalability: Easily adapts to growing business needs, allowing you to handle an increasing volume of quotes and configurations without additional strain.
  • Data-Driven Insights: Offers analytics and reporting tools that help identify trends, optimize pricing strategies, and make informed business decisions.
  • Seamless Integration: Integrates with existing CRM and ERP systems, ensuring a smooth flow of information across your business operations.
  • Customization: Allows for tailored configurations to meet specific business requirements, providing flexibility and adaptability.
  • Reduced Training Time: Intuitive interface and guided workflows shorten the learning curve for new users, enabling quicker onboarding and productivity.
  • Regulatory Compliance: Ensures that all quotes and configurations adhere to industry standards and regulations, reducing the risk of non-compliance.
  • Cost Savings: Reduces the need for manual intervention and rework, leading to significant savings in operational costs.
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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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  • Custom Guide: Implement the requirement wizard to guide customers through a unique quoting process to ensure ease of use for customers and businesses. 
  • Quote Processing: Calculate price quotes and facilitate processes seamlessly with automated workflows and a powerful quote engine. 
  • Visibility: View details of deals and configurations on a comprehensive dashboard to see margins, unit costs and discounts. 
  • Diverse Toolset: Create quotes for multiple portfolio options and clone quotes. Generate order forms using templates, document repositories and automated workflows. 
  • Simple Interface: Keep pricing and cost models all in one place without using complicated spreadsheets or coding. Streamline data history into one functional model. 
  • Sales Overview: Review sales efficiencies and view high-level sales reports in real time. Track dashboards to see detailed reports and complete financial overviews for each sale. 
  • Administration: Manage the program with code-free organizational menus and intuitive screen setups. Use assigned roles and permissions to keep information secure. 
  • Integrations: Transfer quote data seamlessly to Salesforce to save time and strengthen data usefulness. 
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Product Ranking

#9

among all
CPQ Software

#20

among all
CPQ Software

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Analyst Rating Summary

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Analyst Ratings for Functional Requirements Customize This Data Customize This Data

QuoteWerks
servicePath
+ 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 55 80 19 67 57 38 62 0 25 50 75 100
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Analyst Ratings for Technical Requirements Customize This Data Customize This Data

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User Sentiment Summary

Great User Sentiment 423 reviews
Excellent User Sentiment 9 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.

97%
of users recommend this product

servicePath has a 'excellent' User Satisfaction Rating of 97% when considering 9 user reviews from 2 recognized software review sites.

4.3 (174)
n/a
4.47 (114)
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4.0 (78)
4.9 (8)
3.5 (2)
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4.4 (55)
4.55 (1)

Awards

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servicePath stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.

User Favorite Award

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 found that servicePath's guided selling feature helps sales teams quote complex products, ensuring they don't miss crucial components or make configuration errors. This leads to faster quote generation and a smoother sales process.
Streamlined Approval Processes: servicePath's automated approval workflows expedite the quote approval process, eliminating bottlenecks and reducing the time it takes to get quotes finalized and out the door.
Improved Accuracy: Users appreciate that servicePath minimizes errors in quotes and orders, leading to improved customer satisfaction and reduced costs associated with fixing mistakes.
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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 Configuration: Users have reported that setting up and configuring servicePath can be a complicated process, especially for complex product and service catalogs.
Limited Customization: Some users have expressed frustration with the limited customization options available within servicePath, making it difficult to tailor the platform to their specific business needs.
Integration Challenges: Integrating servicePath with existing CRM or ERP systems has proven to be challenging for some users, leading to data silos and workflow inefficiencies.
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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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Is servicePath the right path for your business? Recent user reviews suggest that servicePath is a strong contender in the CPQ market, particularly for businesses with complex quoting needs. Users praise its intuitive interface and robust functionality, highlighting its ability to handle intricate product configurations and automate approval workflows. For example, one user noted that servicePath enabled their sales team to generate accurate quotes for highly customized products in minutes, a process that previously took days. This time savings, users report, translates to faster sales cycles and improved customer satisfaction. However, some users have pointed out limitations with servicePath's customization options and occasional performance issues. While the software excels at managing complex quotes, tailoring it to specific business processes can be challenging. Additionally, a few users have reported occasional slowdowns, particularly when dealing with large datasets. Despite these drawbacks, users generally agree that servicePath's strengths outweigh its weaknesses, making it a valuable tool for businesses looking to streamline their sales processes and improve quoting accuracy. Its suitability is particularly pronounced for companies with complex product offerings and a need for efficient quote generation, as its automation capabilities significantly reduce time-to-quote and minimize errors.

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