407-248-1481
QuoteWerks Desktop Edition Comparison
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| Features and Benefits | Standard Edition | Professional Edition | Corporate Edition |
|---|---|---|---|
| Pricing | |||
| Starts at | $15/month or $199 | $21/month or $279 | $30/month or $419 |
| Backend Database Type | |||
| Microsoft Access | ✓ | ✓ | ✓ |
| Supports Microsoft SQL | ✗ | ✗ | ✓ |
| QuoteWerks Database Hosting | ✗ | ✗ | add-on |
| Contact Management Integrations | |||
| ACT! | ✗ | ✓ | ✓ |
| ACT! for Web | ✗ | ✗ | ✓ |
| Autotask | ✗ | ✗ | ✓ |
| ConnectWise | ✗ | ✗ | ✓ |
| GoldMine | ✗ | ✓ | ✓ |
| HaloPSA | ✗ | ✗ | ✓ |
| HubSpot CRM | ✗ | ✓ | ✓ |
| Kaseya BMS | ✗ | ✗ | ✓ |
| Maximizer Desktop | ✗ | ✓ | ✓ |
| MS Dynamics CRM | ✗ | ✗ | ✓ |
| Outlook | ✓ | ✓ | ✓ |
| salesforce.com | ✗ | ✓ | ✓ |
| SugarCRM | ✗ | ✓ | ✓ |
| Zoho CRM | ✗ | ✓ | ✓ |
| QuoteWerks Built-In Contact Database | ✓ | ✓ | ✓ |
| Accounting Integrations | |||
| Sage 50 - US Edition / Peachtree | ✗ | ✓ | ✓ |
| QuickBooks Desktop | ✗ | ✓ | ✓ |
| QuickBooks Online | ✗ | add-on | add-on |
| Open Export Module | ✗ | ✓ | ✓ |
| Purchase Orders | ✗ | ✓ | ✓ |
| Feature Sets | |||
| Quotes / Orders / Invoices | ✓ | ✓ | ✓ |
| Bundles / Kits / Groups | ✓ | ✓ | ✓ |
| Built-in Configurator | ✓ | ✓ | ✓ |
| Audit Trail | ✓ | ✓ | ✓ |
| Peer Review and Approval | ✓ | ✓ | ✓ |
| Leasing Calculator | ✓ | ✓ | ✓ |
| Recurring Revenue Support | ✓ | ✓ | ✓ |
| User Level Security | ✓ | ✓ | ✓ |
| Quote / Document Revisions | ✓ | ✓ | ✓ |
| Email Integration | ✓ | ✓ | ✓ |
| Built-in Layout Designer | ✓ | ✓ | ✓ |
| Microsoft Word Merging | ✓ | ✓ | ✓ |
| Reporting | ✓ | ✓ | ✓ |
| Opportunities Dashboard | ✗ | ✓ | ✓ |
| Link to External Product Sources | ✗ | ✓ | ✓ |
| Secondary Contacts for Vendors | ✗ | ✓ | ✓ |
| QuoteWerks Scripting | ✗ | ✗ | ✓ |
| QuoteWerks API / SDK | ✓ | ✓ | ✓ |
| Automatic US Sales Tax Rates | ✗ | add-on | add-on |
| QuoteWerks Web | ✗ | ✗ | add-on |
| Synchronization | |||
| Sync Quotes/Orders/Invoices 1 | ✗ | ✓ | ✓ |
| Sync Files/Print Layouts/Reports/Images | ✗ | ✓ | ✓ |
| Sync Products 2 | ✗ | ✗ | ✓ |
| Sync Bundles/Configurations 2 | ✗ | ✗ | ✓ |
| Sync Required/Optional Items 2 | ✗ | ✗ | ✓ |
| Sync User Logins and Rights 2 | ✗ | ✗ | ✓ |
| Miscellaneous | |||
| 600 Line Items Per Document | ✓ | ✓ | ✓ |
| 1500 Line Items Per Document 2 | ✗ | ✗ | ✓ |
Purchasing, Procurement, and Receiving
| Procurment Features | Professional Edition | Corporate Edition (no Realtime) | Corporate Edition (w/Realtime) |
|---|---|---|---|
| Purchasing Tab | ✓ | ✓ | ✓ |
| Purchase Orders Tab | ✗ | ✓ | ✓ |
| Ordered Items Tab | ✗ | ✓ | ✓ |
| Can Create Manual POs | ✗ | ✓ | ✓ |
| Can Create POs in QuickBooks | ✓ | ✓ | ✓ |
| Can Create POs in Peachtree | ✓ | ✓ | ✓ |
| Can Create POs in Autotask | ✗ | ✓ | ✓ |
| Can Create POs in ConnectWise | ✗ | ✓ | ✓ |
| Sync Item Receipts to QuickBooks | ✗ | ✓ | ✓ |
| Sync Item Receipts to Autotask | ✗ | ✓ | ✓ |
| Sync Item Receipts to ConnectWise | ✗ | ✓ | ✓ |
| Place Electronic Orders | ✗ | ✗ | ✓ |
Information about the Real-time Module can be found here.
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