Considering a Switch: Quoter vs. QuoteWerks for Your Quoting Needs

In the world of sales and quoting software, businesses are often faced with the challenge of finding the right tool to fit their evolving needs. As companies grow and their processes become more complex, it’s not uncommon to revisit the tools they rely on—sometimes leading to a switch from one platform to another. Two names that frequently come up in these conversations are Quoter (from ScalePad) and QuoteWerks.

Evolving Business Needs

Every quoting solution has its strengths, and what works for a small team might not be the best fit for a larger organization with more intricate requirements. As businesses expand, they may find themselves needing more advanced features, deeper integrations, or greater control over their quoting workflows. This is often when the question arises: is it time to consider a different platform?

Integration and Customization

One of the key factors in choosing a quoting tool is how well it integrates with the rest of your business systems. If basic quoting functionality is all that's required, Quoter could be considered—especially if simplicity and ease of use are top priorities. However, as integration needs become more complex, some organizations look for platforms that offer a broader range of connections and customization options. QuoteWerks, for example, is known for its ability to connect with a variety of CRM, accounting, and distributor systems (including procurement), which can be a significant advantage for businesses with diverse software ecosystems.

Longevity and Stability

In the software world, longevity often speaks to a company's reliability and understanding of its market. QuoteWerks, with its history spanning over 30 years, has demonstrated a long-term commitment to serving its customers and adapting to the evolving needs of the sales and quoting landscape. This established presence can provide a sense of security and trust for businesses seeking a stable, proven solution.

Development Philosophy and Community

The development philosophy behind a software solution can also be a key differentiator. Quoter, being VC-backed and part of a larger entity (ScalePad), may have its development roadmap influenced by investors and broader corporate strategies. On the other hand, QuoteWerks operates without external debt or VC influence, allowing it to prioritize community feedback and direct user input when developing new features and integrations. This can result in a more user-centric approach, where the needs of the customer base directly shape the evolution of the product, rather than being driven by external financial interests or board directives.

Workflow and Automation

Another consideration is workflow automation. As quoting processes become more sophisticated, the ability to automate tasks—such as approvals, follow-ups, and order processing—can save time and reduce errors. Platforms that offer more granular control over these workflows may appeal to businesses looking to streamline their operations and ensure consistency across teams.

Reporting and Insights

Data-driven decision-making is increasingly important in today’s competitive landscape. Some quoting tools provide more advanced reporting and analytics features, allowing businesses to track performance, identify trends, and make informed adjustments to their sales strategies. For organizations that rely heavily on data, this can be a compelling reason to explore alternative solutions.

Planning for Growth

Finally, scalability is a crucial factor. As your business grows, your quoting solution should be able to keep pace—whether that means handling a higher volume of quotes, supporting more users, or accommodating more complex pricing structures. Evaluating how well your current tool can scale with your business is an important part of the decision-making process.

Learn More About QuoteWerks

If you're interested in exploring how QuoteWerks can address your specific quoting needs, you can request a demo, explore their features, and learn more about their community-driven approach.

Final Thoughts and Considerations

Switching quoting platforms is not a decision to be taken lightly. It involves careful consideration of your current and future needs, as well as the strengths and limitations of each solution. Whether you’re using Quoter, QuoteWerks, or another tool entirely, the most important thing is to choose a platform that aligns with your business goals and supports your team’s success.