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QuoteWerks VS SmartDocuments

Compare QuoteWerks VS SmartDocuments and see what are their differences

QuoteWerks logo QuoteWerks

Create professional quotes & proposals in minutes with QuoteWerks® - the Market Leading quoting software solution (CPQ) that integrates with your CRM and Accounting to create a seamless sales process.

SmartDocuments logo SmartDocuments

Document creation & automation solution
  • QuoteWerks Landing page
    Landing page //
    2023-06-13
  • SmartDocuments Homepage
    Homepage //
    2024-07-31
  • SmartDocuments Questionnaire screen document generation
    Questionnaire screen document generation //
    2024-07-31
  • SmartDocuments Smart Template Builder
    Smart Template Builder //
    2024-07-31

SmartControl gives you access to the created templates in one single management environment. In this environment, rights are granted to authorized employees and regulating who has access to which document is easy. With SmartControl, you create various integrations and stay in control of the creation and quality of all your outgoing documents.

In the SmartEditor, your template managers create the document templates. This environment also determines which data can be entered via the Q&A screen later. Think of an address, the (current) date, a salutation, or even whole paragraphs. You create the questions in the editor and drag and drop them into the document template, meaning no technical knowledge is required. The SmartEditor also applies your corporate identity, which can only be changed by assigned administrators.

QuoteWerks features and specs

  • Customization
    QuoteWerks allows users to create professional and customized quotes with flexibility in design and content, meeting the specific needs of different businesses.
  • Integrations
    The software offers robust integration with CRM systems like Salesforce, ACT!, and Microsoft Dynamics, as well as accounting software such as QuickBooks and Sage.
  • Cost Control
    QuoteWerks helps businesses track and manage the cost of products and services, ensuring accurate pricing and preventing underquoting.
  • Automation
    The platform supports automation of workflow processes, saving time by reducing manual data entry and repetitive tasks.
  • Support and Training
    Comprehensive support and training resources are available, including tutorials, webinars, and a dedicated support team.

Possible disadvantages of QuoteWerks

  • Learning Curve
    New users may find the software's extensive features overwhelming, requiring time and effort to become proficient.
  • Cost
    The pricing structure can be expensive for small businesses or startups, especially when considering additional modules and integration costs.
  • User Interface
    Some users feel that the user interface is outdated compared to more modern software, which can affect user experience.
  • Integration Limitations
    While integration is a strength, it may not support all software systems out-of-the-box, leading to additional customization or third-party solutions.
  • Performance
    In certain situations, the software can experience performance slowdowns, particularly with large databases or complex quotes.

SmartDocuments features and specs

  • High Volume
    Massive batch document creation in short time
  • Building blocks
    With a building block, you can easily reuse recurring information in other templates
  • Alternatives
    Option to place different pieces of text in different places in the document based on one choice.
  • Version management
    Remembers all template versions, including comments about the changes. Previous versions can easily be reinstated
  • Active Directory
    Synchronize accounts from your AD with SmartDocuments. Simplifying user administration by doing it from one location.
  • Rights
    Easily assign user rights to both users and administrators.
  • Languages
    The SmartWizard is available in the following languages: NL, DE, SE, EN, ES, FR, HU, and CZ.
  • Preview
    A real-time example of the document during drafting.
  • Email plugin
    Quickly send emails based on templates.
  • Co-authoring
    Does a document need to be checked or signed by colleagues? The co-authoring functionality can facilitate this.
  • Concept storage
    Did something come up during the creation of a document? Temporarily store it to continue later safely.
  • Accessible WCAG compliant documents
    Perceivable | Operable | Understandable | Robust
  • Redact
    Redact personal data in documents

Analysis of QuoteWerks

Overall verdict

  • Overall, QuoteWerks is considered a good solution for businesses looking to improve their sales quoting efficiency. However, like any software, its effectiveness can vary based on specific business needs and existing workflows.

Why this product is good

  • QuoteWerks is widely recognized for its capabilities in streamlining the sales quoting process. It integrates well with various CRM and business tools, offers a high degree of customization, and provides features like pricing and configuration management, quote creation, and electronic signature support. Users often praise its ability to save time and reduce errors in the quoting process.

Recommended for

    QuoteWerks is recommended for small to medium-sized businesses that require a robust quoting tool and work in industries such as IT, manufacturing, or any other sector that relies on generating detailed sales quotes. It's particularly beneficial for businesses that appreciate integration with other CRM and business systems.

QuoteWerks videos

QuoteWerks Year in Review for 2019

More videos:

  • Review - QuoteWerks Year in Review for 2018!
  • Review - QuoteWerks Product Overview Video

SmartDocuments videos

SmartDocuments | Document Automation Software Solution

More videos:

  • Review - SmartDocuments introduction

Category Popularity

0-100% (relative to QuoteWerks and SmartDocuments)
Document Automation
87 87%
13% 13
Electronic Signature
100 100%
0% 0
Document Management
83 83%
17% 17
PDF Tools
0 0%
100% 100

Questions and Answers

As answered by people managing QuoteWerks and SmartDocuments.

What makes your product unique?

SmartDocuments's answer:

30+ years helping large organizations have brought us a wealth of knowledge and expertise we bring towards every project we do. Our software has been updated with this knowledge, being able to handle complex document templates but also high volumes in short time. Stability of software is one core pillars as hundreds of thousand people rely on our software on a daily basis.

Why should a person choose your product over its competitors?

SmartDocuments's answer:

We bring Experience how to efficiently create documents from large organsations from over the globe with high security standards and high demands. We have sharpened our tool and reimagined how to build documents more efficiently.

What's the story behind your product?

SmartDocuments's answer:

“Why make things more difficult than they need to be?” It was with this attitude that Marco Drost started SmartDocuments in 1994. Convinced that document automation results in greater efficiency, he worked hard to build smart software solutions. Our goal is to provide organizations with simple and flexible software that enables them to create documents and manage templates with minimal effort, using trusted programs, working smarter, faster, and completely compliant with their corporate identity.

Who are some of the biggest customers of your product?

SmartDocuments's answer:

  • Wolters Kluwer
  • Philips

How would you describe your primary audience?

SmartDocuments's answer:

Working for large organizations that are document heavy users

User comments

Share your experience with using QuoteWerks and SmartDocuments. For example, how are they different and which one is better?
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Social recommendations and mentions

Based on our record, QuoteWerks seems to be more popular. It has been mentiond 1 time since March 2021. We are tracking product recommendations and mentions on various public social media platforms and blogs. They can help you identify which product is more popular and what people think of it.

QuoteWerks mentions (1)

  • Anyone Using Quoter!!!
    If you still have questions on this, please send an email to support [at] quotewerks.com with "Reddit ConnectBooster Conversation Attn: Brian" in the Subject. This will start a ticket and I will be able to work with you further on this. Source: almost 4 years ago

SmartDocuments mentions (0)

We have not tracked any mentions of SmartDocuments yet. Tracking of SmartDocuments recommendations started around Mar 2021.

What are some alternatives?

When comparing QuoteWerks and SmartDocuments, you can also consider the following products

PandaDoc - Boost your revenue with PandaDoc. A document automation tool that delivers higher close rates and shorter sales cycles. We've helped over 30,000+ companies.

Docupilot - Document Generation, Document Automation software

Qwilr - Turn your quotes, proposals and presentations into interactive and mobile-friendly webpages that...

Plumsail Documents - Document automation software that integrates with your favorite apps to generate documents seamlessly.

Proposify - A simpler way to deliver winning proposals to clients.

PDFCrowd - Pdfcrowd is a Web/HTML to PDF online service. Convert HTML to PDF online in the browser or in your PHP, Python, Ruby, .NET, Java apps via the REST API.