QuoteWerks vs Verenia

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Our analysts compared QuoteWerks vs Verenia 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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Verenia is a cloud-based module native to NetSuite that helps businesses increase sales by creating quick and accurate quotes. Designed to cater to manufacturing's specific needs, it enables users to configure complex products by providing a well-rounded, 3D view. It offers real-time updates on industry trends with the latest information to ensure guided selling and ordering.

Users can opt for built-in or external CRM and ecommerce integrations, tweak the customizable interface to fit organization requirements and leverage the built-in forecasting and follow-up inclusions to drive sales.
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$13.75/User, Monthly
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Tailored to your specific needs
$89/User, 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: Verenia streamlines the quoting process, reducing the time sales teams spend on administrative tasks and allowing them to focus on closing deals.
  • Improved Accuracy: By automating complex pricing and configuration rules, Verenia minimizes errors in quotes and orders, ensuring customers receive accurate information every time.
  • Enhanced Customer Experience: With faster response times and precise quotes, customers enjoy a smoother and more reliable purchasing process, leading to higher satisfaction and loyalty.
  • Scalability: Verenia supports businesses as they grow, handling increased volumes of quotes and orders without compromising performance or accuracy.
  • Customization: The software allows for tailored configurations to meet specific business needs, ensuring that unique product offerings and pricing models are accurately represented.
  • Integration Capabilities: Verenia seamlessly integrates with existing CRM and ERP systems, providing a unified platform that enhances data consistency and operational efficiency.
  • Data-Driven Insights: The platform offers robust analytics and reporting tools, enabling businesses to make informed decisions based on real-time data and trends.
  • Reduced Training Time: With an intuitive user interface, Verenia reduces the learning curve for new users, allowing sales teams to become productive more quickly.
  • Cost Savings: By automating manual processes and reducing errors, Verenia helps businesses save on operational costs and avoid costly mistakes.
  • Enhanced Collaboration: The software facilitates better communication and collaboration between sales, engineering, and production teams, ensuring everyone is aligned and informed.
  • Faster Time to Market: Verenia accelerates the introduction of new products and services by simplifying the configuration and pricing processes, helping businesses stay competitive.
  • Regulatory Compliance: The platform ensures that all quotes and orders comply with industry regulations and standards, reducing the risk of non-compliance penalties.
  • Increased Revenue: By optimizing the sales process and improving quote accuracy, Verenia helps businesses capture more opportunities and increase their overall revenue.
  • Customer Self-Service: Verenia offers self-service capabilities, allowing customers to configure products and generate quotes on their own, enhancing convenience and satisfaction.
  • Real-Time Updates: The software provides real-time updates on product availability and pricing, ensuring that sales teams always have the most current information at their fingertips.
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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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  • Quotes: Streamline sales processes with error-free live quotes. Convert quotes to orders through interactive emails. 
  • E-Commerce: Sell complex, customizable and configurable products in online stores. Integrate with shopping cart solutions like NetSuiteCommerce, Shopify, Magento and more. 
  • 3D Visualizations: Auto-generate comprehensive, configuration-specific 3D files, drawings, manufacturing data and models. 
    • Visual Planning: Display 3D depictions of customizable items within a virtual space. Embeddable into websites; send shareable links for collaboration. Provides an immersive experience by showcasing up-to-date, customer-specific product configurations. 
    • AR/VR: Configure products through tailor-made AR/VR environments. Provides cloud storage, dynamic updates, in-browser capabilities and scaled measurements based on product catalogs. 
    • Product Configurator: Configure customizable products in an easy-to-use interface. Collect and update product details to generate real-time 3D models and files. 
    • CAD Automation: Generate accurate, detailed and customer-specific product drawings and models. Supports multiple CAD formats such as Autodesk, Solidworks, Blender, SketchUp, Wavefront and more. 
  • Integrations: Connect existing tech infrastructures to a host of solutions like Microsoft Dynamics 365, Salesforce, NetSuite, Zoho CRM, Sage, Infor and more. 
  • Bill of Materials and Routing: Deliver auto-generated and comprehensive BOMs and routings based on its built-in logic and rules engine. 
  • CRM: Create instant quotes and orders by connecting sales reps with customers. Provides a centralized database for communications, omnichannel sales solutions, email integrations and materials forecasting. 
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Product Ranking

#9

among all
CPQ Software

#24

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
Verenia
+ 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 33 45 80 19 67 73 64 73 0 25 50 75 100
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Analyst Ratings for Technical Requirements Customize This Data Customize This Data

64%
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User Sentiment Summary

Great User Sentiment 423 reviews
Excellent User Sentiment 116 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.

91%
of users recommend this product

Verenia has a 'excellent' User Satisfaction Rating of 91% when considering 116 user reviews from 3 recognized software review sites.

4.3 (174)
4.4 (46)
4.47 (114)
n/a
4.0 (78)
4.7 (66)
3.5 (2)
4.0 (4)
4.4 (55)
n/a

Awards

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Verenia 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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Ease of Use: Users praise Verenia for its intuitive interface, making it easy to navigate and use for both technical and non-technical personnel.
Streamlined Quoting: Verenia simplifies the quoting process, allowing sales teams to generate accurate quotes quickly and efficiently, reducing time spent on manual tasks.
Improved Accuracy: By automating calculations and ensuring consistent pricing, Verenia minimizes errors and ensures quotes are accurate and reliable.
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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 difficulties navigating and setting up the software, finding it overly complicated for their quoting needs.
Limited Customization: Some users have expressed frustration with the platform's limited ability to tailor the software to their specific workflows and branding requirements.
Occasional Performance Issues: A subset of users have mentioned experiencing occasional slowdowns and glitches, impacting their productivity and ability to generate quotes efficiently.
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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 Verenia the veritable solution for your CPQ needs? Over the past year, user reviews for Verenia have painted a mixed picture. On the positive side, many users appreciate its robust customization options and seamless integration capabilities. Compared to competitors like Salesforce CPQ and Oracle CPQ, Verenia stands out for its user-friendly interface and relatively lower cost. One user noted that Verenia's intuitive design significantly reduced the learning curve for their team, allowing them to become productive quickly. However, the software is not without its drawbacks. Several users have reported occasional glitches and slow customer support response times. One review mentioned that while the software's features are comprehensive, the occasional bugs can be frustrating, especially during peak business hours. Another user pointed out that the reporting tools could be more advanced, suggesting that Verenia lags behind competitors like SAP CPQ in this area. A key differentiating factor for Verenia is its flexibility in customization, which is crucial for businesses with unique product configurations. This flexibility allows companies to tailor the software to their specific needs, a feature that many users find invaluable. For instance, one user highlighted how Verenia's customization options enabled them to streamline their sales process, resulting in a 20% increase in efficiency. Verenia is most suited for small to mid-sized businesses that require a cost-effective, customizable CPQ solution. Its ease of use and integration capabilities make it an excellent choice for companies looking to implement a CPQ system without extensive training or a steep learning curve. However, larger enterprises or those needing advanced reporting features might find more value in alternatives like Salesforce CPQ or Oracle CPQ. Overall, Verenia offers a solid, if not perfect, solution for businesses seeking a balance between functionality and affordability.

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