QuoteWerks versus PandaDoc
|Data merge from CRM|
|Electronic quote delivery|
|Custom content library|
|Drag and drop editor|
|Engagement analytics||Requires add-on|
|Simple per-user pricing|
A streamlined interface
PandaDoc prides itself on being pioneers in the quoting and proposal software industry. So when it comes to user experience and design, you want a tool that is up-to-date, not something that looks like it is stuck in the early 2000s. Therefore the PandaDoc user interface is designed for the 21st century to be functional and requires little training.
QuoteWerks emphasizes that it is a non-subscription based one-time purchase product. However, many essential features are not included in the basic package and require an additional monthly subscription. For example, adding QuoteValet, a tool for tracking proposals’ lifecycle, doubles the price of the standard plan.
Better document creation
PandaDoc has an intuitive drag and drop editor that lets you place text, content blocks, pricing tables, custom fields, and media inside your quotes and proposals, tailoring your documents to your customers. With QuoteWerks, you cannot edit documents online and insert videos unless you purchase an add-on.
Comparing QuoteWerks (quotewerks.com) with PandaDoc
No downloading and installing
Phone support at no extra charge
Dozens of integrations
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