QuoteWerks vs. RFP360

The sales department is satisfied with QuoteWerks and this generates satisfaction throughout the company. The main recommendation is to use the free trial first in order to know what the goals of each company are according to their size and futuristic vision. QuoteWerks opening easy and robust integration with our CRMs, this also improves workflow. It works as an electronic signature that has improved working time and in general the relationship with our clients because we no longer have to ask the client to print the document and then sign it.

Incentivized

Massive RFP workload- juggling several at a time, filling out answers that are similar. This works incredibly if you have past RFPs to load into the answer bank. It cuts out the time required for completing new ones, while keeping things organized and at forefront. RFP360 streamlines the entire process, giving you at a glance what you need to do when. The Google Chrome add on extension works very well, as well as the microsoft word and excel plugins. The tools given in RFP360 allow one to fill things out at a much quicker pace while having all past answers available, making it easy to update new ones.

Incentivized

• Organize product data, costing, pricing and images in one central location
• Quickly prepare and disseminate quotes
• Time saved is redirected to other business management activities
• Interface with Act! CRM keeps quotes organized by customer
• Tech support is excellent for the few times I have had to contact them

Incentivized

• Organization
• Knowledge base
• Team collaboration

Incentivized

• The data structure that is required to set up the "price books" behind the scenes is a little cumbersome until you learn how to do it and practice.
• The sync function for the data is sometimes a little slow in the Standard and Professional editions because of the Access back-end. The Corporate edition uses a MS SQL back-end and is better.

Incentivized

• Analysis Tools: although what is provided is quite good, there is definitely room for improvement. For instance it would be nice if it were easier/quicker for each evaluator to record their notes/comments when scoring, and to be able to search through those notes/comments later. Also, it would be really helpful to be able to annotate/mark-up the actual responses (highlight, underline, circle, call-out notes, etc.), with such mark-up tracked by evaluator, and with the option to hide/show mark-up.
• Results Analysis, Reporting, and Presentation: in my opinion, this is the only area of weakness in RFP360. There are very limited options, after scoring/evaluation of responses is completed, for generating reports, graphs, charts, etc. to be used in evaluating results and presenting to the end client. I've always had to export the scores and use Excel to create the necessary visuals for final analysis and presentation.
• Complex Questions: RFP360's ability to handle complex RFP questions (e.g. involving tables, charts, multi-part answers, graphics, etc.) is limited, and existing capabilities in this area are fairly cumbersome to navigate and use.

Incentivized

We will renew because QuoteWerks has all the capabilities we require for our business processes and our reps like it. The support is top notch and the pricing model saves us considerable money over SaaS models. I also feel confident that Aspire Technologies will continue to improve and add features

Incentivized

This tool has been fantastic as we have revamped our RFP process. We are much faster and far more efficient.Our win rate is up, but I am not 100% sure this is the cause, but I love to see it. The customer support and training are also fantastic. Thumbs up!

Incentivized

Our company's experience with Quotewerks has been position and we have continued to look at other solutions to make sure we are not missing something, however for the pricing structure for what we use, makes it the right solution for our business.

Incentivized

Very easy to navigate and use. Very intuitive user interface

Incentivized

QuoteWerks is a very stable, robust solution. In my experience: bugs in the software are rare; any crashes or system failures are usually due to other infrastructure issues rather than the software itself, i.e. a problem with the network or server, an issue with a.n.other piece of software on the User's workstation that has a knock-on effect on QuoteWerks.

Once set up and running, and particularly when running the more reliable, faster Corporate edition rehosted to SQL Server, then QuoteWerks performs very well. The only reason for the slight mark down here is that QuoteWerks is very sensetive to having a database connection. If there is an issue whereby the connection to the server is lost (network glitch for example) then whereas Outlook (or a.n.other piece of software) might just wait and poll in 30 seconds time, QuoteWerks will crash and potentially a User lose all changes to the document(s) that they were working on.

Quotewerks Support and the UK Distributor here have always been responsive to our requests and in particular helped us out when we need some new functionality which then got added in the next build...this really impressed me and showed that where case was made, they readily embraced it and the new build was completed within 60 days.

Excellent support during the training process. Since we were onboarded, we have not had too many questions, but when we did, they were answered promptly and thoroughly. We have been very satisfied.

Incentivized

There is in-person training offered in Orlando, but our company did not want to spend the money.

Incentivized

Originally it was weak, but they have really stepped up.

Incentivized

I do not have any key insights on the implementation so I cannot provide any valuable information here. I do know, however, that the process went well when we switched from a old platform to a new hyperconverged solution to host Quotewerks. It seemed to be a quick process and our engineer was able to do so almost seamlessly.

Incentivized

onboarding and training were great

Incentivized

Both this software were similar in what they do and pricing, however, the QuoteWork software in my opinion does a better job recording and tracking communications between personnel and clients. QuoteWerks also gives a lot of data that might seem like overkill, but having too much information is better than too little.

Incentivized

I was not involved in the process of selecting RFP360 for our firm, so I am largely unfamiliar with competitors. I am, however, quite pleased with RFP360 as a user, and am confident that my colleagues who were responsible for making the decision were thorough and discerning.

Incentivized

We've implemented QuoteWerks in both micro ("one man band") businesses as well as much larger organisations. With QuoteWerks Corporate editions option to host the backend database on SQL Server (a very powerful and scaleable database platform) it's possible to work effectively with QuoteWerks in an organisation with many 100 Users. The flexibility of the product also lends itself very well to evolving with a growing business and having various individual user configurations to help them work best with the software in their individual role in the organisation.

• Quotewerks has allowed us to improve the accuracy and speed in which we are able to generate and deliver a quote.
• Quotewerks has improved the overall consistency and appearance of our quotes.
• Quotewerks has allowed us to prevent costly pricing mistakes based on stale data or price lists.

Incentivized

• Quicker RFP turnaround time leads to money saved.
• Better RFP responses lead to more closed business.
• Better team alignment lead leads to high efficiency.

Incentivized