Onshape vs Rootstock

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

Rootstock Software Tool

Product Basics

Onshape is a cloud solution that integrates CAD, data management, real-time collaboration and KPI management. It connects stakeholders, business executives, product designers and other key players in one centralized location to share updates seamlessly. It stores designs and tracks every change made.

It includes data management, workflow, parts, analytics and reporting. It establishes email and alert triggers. It offers concurrent BOM creating, managing and editing.
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Rootstock Manufacturing ERP is a cloud-based platform that combines finances, supply chain, distribution, production and customer relationship management into one centralized platform built on Salesforce. Through this connectivity, it can automate tasks, improve productivity and reduce human error. It’s highly configurable and allows users to gain insights based on unique business requirements.

Notable features include capabilities for engineer-to-order (ETO), configure-to-order (CTO) and project-based manufacturing to manage complex projects and outsourced production. The 360-degree customer data view improves collaboration between sales and operations teams for a smoother quote-to-cash process.

It’s mobile-friendly and available for deployment in the cloud, making it highly accessible to a range of users. It’s suitable for businesses of varying sizes and industries.

To learn more about Rootstock, visit their company profile.

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Product Insights

  • Expedites Market Times: Experiment with design substitutes as a group or individually to allocate and deliberate on feedback. When approved, share designs with manufacturers and suppliers quickly to meet production and deadlines, boosting productivity and customer satisfaction. 
  • Enhances File Protection: Upkeep design version histories and activate role-based authorization controls to protect creations. All associated designers, engineers, contractors and suppliers gain specific permissions and rights. 
  • Keeps Everyone on the Same Page: Any team member around the world can make the most minor design change. Everyone involved in the project will know about changes in real time, reducing communication silos and pricey mistakes. 
  • Simplifies Data: Obtain straightforward tables and charts to evaluate design actions, file admissions and project and resource management. Pinpoint and fix bottlenecks, track work hours and distribute resources more efficiently. 
  • Specializes Filters: Examine CAD drawings with part, surface, assembly or sketch views on one or several sheets. Annotate designs with ANSI and ISO drawing regulations to ensure plans are up to par. 
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  • Adjust and Scale: Configure the system as business needs change or grow. Add new modules, alter dashboards to show relevant insights and define elements such as warranties to meet company goals.
  • Connect Business Workflows: Connect various business workflows in a centralized location. Improve forecasting accuracy, order processing and inventory levels across networks with connected workflows and integrated supply chain apps.
  • Access Data From Anywhere: Monitor workflows and dashboards from any location and device with cloud access.
  • Work Smarter and Faster: Use advanced analytics and artificial intelligence to uncover patterns, bottlenecks and business trends. Get best practices and courses of action recommendations.
  • Improve Operational Agility: Streamline workflows and automate management tools to improve operational agility and adapt to dynamic customer needs and business challenges. Uncover new opportunities and markets and deliver products faster.
  • Stay Connected: Strengthen supplier relationships, minimize stockouts and ensure consistent materials flow with access to centralized databases. Enable uninterrupted production by letting users stay connected with people across departments.
  • Gain a 360-Degree View: Gain complete visibility of end-to-end business processes and customer interactions. Empower informed decisions with access to customer, inventory, production and financial data in a single platform. Ensure transparent communication between vendors’ suppliers, manufacturers, distributors and customers. View real-time inventory metrics based on location, serial number and lot number.
  • Focus on Manufacturers: Use features specifically designed for unique manufacturing needs. Simplify complex workflows, from engineer-to-order processes to supply chains and inventory levels.
  • Customize Dashboards: Create personalized dashboards for any role within the organization, from CEO to salesperson. Let users identify trends, opportunities and potential threats at a glance. Drill down and analyze specific KPIs with a single click to make more effective decisions.
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  • Data Management
    • Release Management and Approval Workflows: Unleash locations, validations and archives of multiple design files in minutes rather than hours. Reference contents for any specific release for any timeframe.
    • Real-Time Analytics: Employ the activity overview dashboard to gain a simplified review of employee or external vendor information. Make better thought-out decisions when issuing resources. 
    • Edit History: Govern infinite undo and redo options during any phase of the editing process. Gain a thorough list of performed actions made to the drawing document and return to an earlier version as necessary. 
    • Compare: See design modifications in written and visual forms and compare two versions side by side. 
  • Collaboration
    • Branching and Merging: Discover variant designs with branches from the core blueprint. Combine the ideal traits of various plans into one drawing. 
    • Live Comments/Assigning Tasks: Share comments within the design document seamlessly. Delegate tasks to specific employees or a team rapidly. 
    • Markups: Mark up designs and parts in one place easily without clarification emails. 
  • Workflow
    • Automatic Part Number Creation: Utilize sequential part numbering automatically. When a new object is released, the following part number appears. Replicated numbers are blocked. 
    • Automation: Use automatic workflows to supervise all approval and revision control part phases. Automate assemblies, blueprints and imported documents and develop tailored workflows explicitly linked to business processes. 
    • Non-Blocking Releases: Develop and release candidates for verification without blocking projects from further editing. 
  • Part Studio
    • FeatureScript: Execute intricate rules based on recurring design assignments to expedite designing operations. Write and share custom features with other teammates. 
    • Import Data: Upload multiple CAD files, including STEP, Parasolid, SOLIDWORKS, JT, CATIA, NX, Creo and Inventor. 
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  • Core Financials: Control all financial operations with fully supported out-of-the-box features like bank account reconciliation, general ledger management, invoicing, budget creation, project accounting and financial audit management.
  • Procurement Management: Rely on a vendor master record for quick access to vendor details and track billing with three-way matching. Create and submit purchase requests and RFQs, and track them with filters like user requests, due dates, status and more. View discrepancies and choose to override, write off and process approvals using standard approval flows.
  • Manufacturing: Manage vital functions like creating and revising single and multi-level bills of materials (BOM). Create and route jobs manually or automatically with the required information. Create, store and retrieve dispatch lists detailing each job, priority, location, order number and job status.
  • Inventory Management: Access a master inventory list for all inventory-related settings. Review and adjust transactions to either increase or decrease the existing inventory of an item in a specific stock location ID/number. Manage stock reservation and replenishment with ease. Build and disassemble kits for sale and work orders.
  • Warehouse Management: Enable multi-warehouse, multi-location planning and fulfillment with the distribution requirements planning (DRP) module. Receive advanced shipping notices (ASN) for outbound EDI 856 transactions. Enable labor planning and scheduling based on labor standards, work center resources and calendars. Determine resource availability and identify overload conditions.
  • Order Management: Create purchase orders for dropshipping by including and adjusting the ship-to addresses. Get automatic estimates and convert quotes from Salesforce into the system to create orders for stock items, kits, configured products and non-physical items. Access sales order history and allow users to split order invoices into two batches.
  • Project Management: Define various projects with the project workbench tool. Capture active projects as revenues or costs, and get real-time snapshots of project data. Use project charge codes to label various ad hoc activities and job codes for pre-defined actions.
  • Analytics and Reporting: Leverage the Salesforce Data Loader to export data into CSV files. Create standard reports on account payables and receivables, cycle counts and more with multiple reporting formats. Access dashboards to review financial and operational metrics.
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Product Ranking

#26

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Manufacturing Software

#42

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Manufacturing Software

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User Sentiment Summary

Excellent User Sentiment 595 reviews
Great User Sentiment 63 reviews
90%
of users recommend this product

Onshape has a 'excellent' User Satisfaction Rating of 90% when considering 595 user reviews from 2 recognized software review sites.

81%
of users recommend this product

Rootstock has a 'great' User Satisfaction Rating of 81% when considering 63 user reviews from 3 recognized software review sites.

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3.8 (43)
4.49 (297)
4.6 (11)
4.5 (298)
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4.6 (9)

Awards

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

User Favorite Award

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Synopsis of User Ratings and Reviews

Version Control: Eliminates the need for manual file management, ensuring everyone on the team is always working with the latest design iteration. This streamlines collaboration and prevents version conflicts.
Cloud-Based: Provides access to design files from any location with an internet connection, enabling remote work and collaboration. This is particularly beneficial for teams with members in different geographic locations or those who travel frequently.
Parametric Modeling: Allows for easy modification of designs by changing parameters, such as dimensions or features. This makes it simple to explore different design options and iterate quickly.
Collaboration Tools: Offers features such as real-time co-editing and commenting, which facilitate communication and collaboration among team members. This helps to ensure that everyone is on the same page and that feedback is incorporated efficiently.
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Adaptable to Specific Needs: Rootstock Manufacturing ERP provides a high degree of configurability, allowing users to tailor the system to their specific manufacturing processes and requirements. This adaptability ensures a close fit with existing workflows and reduces the need for extensive customizations.
Real-Time Visibility: Rootstock Manufacturing ERP offers real-time visibility into inventory levels, production schedules and shop floor activities. This real-time data empowers informed decision-making, optimized production processes and quick responses to changing conditions.
Salesforce Integration: Rootstock's seamless Salesforce integration provides a unified platform for managing front and back-office operations. This integration streamlines data flow, enhances department collaboration, and provides a comprehensive view of customer interactions and manufacturing processes.
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Limited Offline Functionality: Onshape's cloud-based nature presents challenges for users with unreliable internet access or those who require offline editing capabilities, hindering productivity in certain work environments.
Learning Curve and Complexity: Onshape's extensive feature set and unique approach to parametric modeling can lead to a steep learning curve for new users accustomed to traditional CAD software, potentially requiring additional time investment for proficiency.
Performance Considerations: While Onshape generally performs well, users with complex assemblies or resource-intensive operations may experience occasional performance lags or delays, particularly when working on lower-spec systems or with limited internet bandwidth.
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Limited Functionality: Rootstock's capabilities may not be sufficient for complex manufacturing processes, especially those involving engineer-to-order or configure-to-order scenarios. The platform may require additional customization or integration with other software to meet specific needs.
Usability Challenges: The user interface can be complex and difficult to navigate, particularly for users unfamiliar with Salesforce or ERP systems. This can lead to a steep learning curve and require additional training for effective use.
Implementation Complexity: Implementing Rootstock can be a time-consuming and resource-intensive process, often requiring significant IT support and expertise. The complexity of integration with existing systems and data migration can further extend implementation timelines.
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Get ready to "shape" your perspective on product development software! Onshape has been making waves in the industry, but is it the right fit for your needs? Let's dive into what users have been saying over the past year. Onshape's cloud-based nature is a major draw, offering seamless collaboration and version control that outshines traditional desktop-based CAD software like SolidWorks. Users rave about the real-time updates and the ability to work on projects simultaneously without stepping on each other's toes. The parametric modeling tools are also a hit, allowing for easy design modifications and iterations. However, some users find the interface less intuitive than other CAD software, leading to a steeper learning curve. Additionally, Onshape's reliance on a stable internet connection can be a drawback for those working in areas with unreliable connectivity. So, who is Onshape perfect for? Teams that prioritize collaboration and real-time design updates will find Onshape to be a game-changer. Its cloud-based platform and parametric modeling capabilities make it ideal for fast-paced environments where agility and version control are crucial. However, individuals or teams who prefer a more traditional CAD experience or those with limited internet access may want to explore other options.

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Rootstock Manufacturing ERP garnered a mixed bag of user reviews over the past year. Its strengths lie in its robust functionality and seamless integration with Salesforce, making it a top choice for existing Salesforce users.Users particularly appreciate the platform's flexibility and customizability, allowing them to tailor the software to their needs and workflows. However, Rootstock's complexity can also be a double-edged sword, as some users find the interface overwhelming and the learning curve steep. Additionally, implementation can be time-consuming and require significant resources, especially for larger organizations with complex processes.Compared to similar ERP solutions like SAP and Oracle NetSuite, Rootstock Manufacturing ERP stands out with its native Salesforce integration and industry-specific focus on manufacturing. This tight integration streamlines data flow, improves visibility and eliminates the need for costly and complex middleware. While SAP and Oracle NetSuite offer broader functions, Rootstock's manufacturing-specific features are ideal for businesses in this sector.In conclusion, Rootstock Manufacturing ERP is suitable for mid-sized to large manufacturing companies already in the Salesforce ecosystem. However, businesses must prepare to invest time and resources into implementation and training to make the best of this robust platform. Smaller companies or those without Salesforce may find other ERP systems easier to use and implement.

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