Proposify vs. Quotewerks

Proposify vs. Quotewerks

The main difference between Proposify and QuoteWerks is its key functions. In a nutshell, Proposify focuses primarily on the creation and management of proposals. Meanwhile, QuoteWerks was primarily designed for creating quotes and estimates. 

Read more about these differences below.

Proposify vs. QuoteWerks Comparison

 ComplianceBulk SigningMobile AccessVersion Control
ProposifyGDPRYesYes but limited to viewingYes
QuoteWerksHIPAA, UETANot availableYes, can create new documentsNo

Compliance

When comparing the two platforms, you must assess what compliance standard you need most. This is because the two options are not fully compliant with all regulations. 

Proposify is only GDPR compliant, meaning your personal data is kept secure. Meanwhile, QuoteWerks is compliant with both HIPAA and UETA. For this reason, QuoteWerks is a good Proposify alternative if you plan on using a platform for a health-related industry. 

Otherwise, you can use Proposify to help you ensure that your data is always secure. 

Electronic Signature Integration 

One of the advantages of Proposify over QuoteWerks is that the former offers eSignature integration. Through this, you can streamline the signature process. You no longer have to wait for your recipient to affix his signature manually. 

Unfortunately, QuoteWerks does not support eSignature integration. But it does have its own eSignature tool called QuoteValet. The good thing about this tool is that it supports the ESIGN Act, which means your documents are legally binding

Contract Repository

Having a contract repository is one of the features that make Proposify a suitable alternative to QuoteWerks. This is because Proposify’s contract repository features offer more than what QuoteWerks has in place. 

Through Proposify, you can organize your proposals based on what your company needs. This way, you can separate documents by industry, type, or client. You also have access to a content library where you can store images, fees, snippets, and other useful information. This content library gives you access to useful information that you can consistently use across documents.   

There’s also a host of templates you can use and customize, depending on the type of document you need to submit. 

On the other hand, QuoteWerks has a centralized quote storage feature where all your documents can be stored in one location. Through this feature, you can easily search for existing documents and use the different filters.

Workflow Automation

Proposify’s document builder interface simplifies things a whole lot. You can use the tool to customize or create different types of documents. Once you’re done creating your document, you can easily invite your team to collaborate with you. 

This QuoteWerks alternative also gives access to engagement tracking and effectiveness reporting tools. As a result, you can gain an insight into how efficient your proposal process is. With this information on hand, you can improve your processes.  

Meanwhile, QuoteWerks offers a tool called Blueprints and Workflow Diagrams. Through this tool, you get insights into your overall sales using QuoteWerks’ processes. If you use this tool, you have a way to create, deliver, and track interactions with your customers. This allows you to reduce errors and misquotes. 

Proposify vs. Quotewerks

Audit Trails and Logs

Here’s a no-brainer in this QuoteWerks vs. Proposify comparison: audit trails and logs. Proposify has an audit trail and log feature that gives you a comprehensive record of all activities within the document. You get the most out of your document management process, ensuring transparency and accountability. 

When you use Proposify, the platform itself authenticates each signatory. It then creates a detailed audit trail associated with the document and every signature. 

QuoteWerks does not offer an audit trail and log feature by default. You must activate this feature by going to the Security tab and activating the Audit Trail Transaction Record Macros option. Once this is activated, the tool creates a .dta backup file for audit trail logging. 

Mobile and Other Device Access

When comparing Proposify and QuoteWerks’ support for mobile and other devices, the latter wins. This is because it has a mobile quoting solution called QuoteValet Mobile that is compatible with tablets and laptops. 

This tool lets you create a quote onsite and email customers directly from your mobile device. There’s also a web-based tool called QuoteWerks Web, which gives you the option to access existing quotes or create a new one. 

On the other hand, Proposify has a mobile app that works on both iOS and Android devices. The app is mainly designed to complement the web version of the tool. This means you can easily access and view your proposals wherever you are. 

But unlike QuoteWerks, Proposify’s app does not allow you to create a new document. 

Proposify vs. Quotewerks

Fill: Another Option to Consider 

Here’s another alternative to Proposify and QuoteWerks that you should consider: Fill

If you’re looking for a fully compliant option, Fill does the job. It is fully compliant with HIPAA, GDPR, and UETA. This alone is already a bonus if you’re looking for this specific feature in a tool you’re using. 

Another feature that Fill offers is a built-in eSignature tool. You don’t need to integrate a third-party tool with Fill since this is already available within its platform. 

Fill also offers team collaboration, which allows you to make the process more streamlined. You don’t have to worry about getting your documents signed by the right people. After you send a document for signature, you will receive a notification of its current status. 

If these are the features that you are looking for in contract management software, you should give Fill a try. Create an account today to start working on your documents with ease. 

Andria Pacina

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