QuoteWerks vs Yesware

Side-by-side comparison of features, pricing, and integrations.

Quick Verdict

QuoteWerks offers fewer features (18 vs 90) and fewer integrations (8 vs 13). Starting price: QuoteWerks at Contact Sales vs Yesware at $19/mo. QuoteWerks has 18 unique features while Yesware has 90 unique features, with 0 features in common.

QuoteWerksYesware
CategorySales EngagementSales Engagement
Total Features1890
AI-Powered Features02
Starting PriceContact Sales$19/mo
Pricing Tiers04
Integrations813
Shared Features0
Shared Integrations0
Data Quality50%95%

Feature Comparison by Category

Analytics (0 vs 2)

FeatureQuoteWerksYesware
Inbox Activity Feed
Response Insights

Analytics & Reporting (1 vs 0)

FeatureQuoteWerksYesware
Dashboards & Reporting

Automation (0 vs 8)

FeatureQuoteWerksYesware
Auto-Remove Recipients
Custom Touches
Email Campaigns
Multi-Channel Campaigns
Out of Office Detection
Reminders
Save Attachments to Campaigns
Smart To-Do List

Billing (0 vs 1)

FeatureQuoteWerksYesware
Pay by Invoice

Cloud Platform (1 vs 0)

FeatureQuoteWerksYesware
QuoteWerks Web

Collaboration (0 vs 2)

FeatureQuoteWerksYesware
Shared Campaigns
Shared Templates

Configuration Management (1 vs 0)

FeatureQuoteWerksYesware
Standardized Pricing & Workflows

Content Management (1 vs 0)

FeatureQuoteWerksYesware
Product Content Subscription

Customization (0 vs 1)

FeatureQuoteWerksYesware
Hide Yesware Branding

Data Management (0 vs 1)

FeatureQuoteWerksYesware
Data Enrichment

Developer Tools (1 vs 0)

FeatureQuoteWerksYesware
API/SDK

Document Customization (1 vs 0)

FeatureQuoteWerksYesware
Beautiful Branded Templates

Document Generation (1 vs 0)

FeatureQuoteWerksYesware
Professional Quote & Proposal Creation

Document Management (1 vs 0)

FeatureQuoteWerksYesware
Centralized Quote Storage

E-Signature (2 vs 0)

FeatureQuoteWerksYesware
Electronic Signature & Acceptance
QuoteValet

Enhancement Module (1 vs 0)

FeatureQuoteWerksYesware
ClarityWerks

Integration (1 vs 32)

FeatureQuoteWerksYesware
Add Leads or Contacts to Campaigns
Add Salesforce Event Type to Yesware Calendar Sync
Block additional colleague domains from syncing to Salesforce
CRM & Accounting Integrations
Call Touches
Clari Integration
Copy to Most CRMs
DocsEnd Integration
Import List Views to Campaigns
LinkedIn Connect Requests from Sidebar
LinkedIn Sales Navigator Sidebar
LinkedIn Touches
LinkedIn inMail from Sidebar
Microsoft Teams Integration
Prefer Salesforce Contacts over Leads

Payment Processing (1 vs 0)

FeatureQuoteWerksYesware
Payment Collection

Personalization (0 vs 1)

FeatureQuoteWerksYesware
Dynamic Merge Fields

Procurement (2 vs 0)

FeatureQuoteWerksYesware
Purchasing & Procurement
VendorRFQ

Productivity (0 vs 11)

FeatureQuoteWerksYesware
Colleague Calendaring
Custom Pre-Meeting Questions
Email Templates
Meeting Scheduler
Meeting Templates
Personalized Yesware Link Buffer Times
Save Attachments to Templates
Send Later
Tasks, Activities, and Notes
Unlimited Personal Email Templates
Unlimited Personal Folders

Prospecting (0 vs 2)

FeatureQuoteWerksYesware
Contacts
Prospector

Reporting (0 vs 12)

FeatureQuoteWerksYesware
Campaign Performance Reports
Campaign by Campaign Reports
Campaign by User Reports
Link Click Engagement Report
Personal Activity Report
Presentation Reports
Recipient Engagement Reports
Salesforce Managed Package Reporting
Team Reporting
Template by Template Reports
Template by User Reports
User Reports

Sales Management (1 vs 0)

FeatureQuoteWerksYesware
Sales Pipeline Transparency

Security (0 vs 4)

FeatureQuoteWerksYesware
Legal Review
SOC 2 Type II Compliance
Security Review
Trusted IP Ranges

Support (0 vs 5)

FeatureQuoteWerksYesware
Customer Success On-Demand
Dedicated Customer Success Manager
Email Support
Phone Support
Weekly Webinar Trainings

Team Management (0 vs 3)

FeatureQuoteWerksYesware
Centralized Team Billing
Global Policies
Role-Based Permissions

Tracking (0 vs 5)

FeatureQuoteWerksYesware
Attachment Tracking
Email Open Tracking
Email Touches
Email Tracking
Link Tracking

Tracking & Analytics (1 vs 0)

FeatureQuoteWerksYesware
Quote Tracking & Notifications

Workflow Management (1 vs 0)

FeatureQuoteWerksYesware
Approval Workflows

Unique Features

Only in QuoteWerks (18)

Dashboards & Reporting
QuoteWerks Web
Standardized Pricing & Workflows
Product Content Subscription
API/SDK
Beautiful Branded Templates
Professional Quote & Proposal Creation
Centralized Quote Storage
Electronic Signature & Acceptance
QuoteValet
ClarityWerks
CRM & Accounting Integrations
Payment Collection
Purchasing & Procurement
VendorRFQ
Sales Pipeline Transparency
Quote Tracking & Notifications
Approval Workflows

Only in Yesware (90)

Inbox Activity Feed
Response Insights
Auto-Remove Recipients
Custom Touches
Email Campaigns
Multi-Channel Campaigns
Out of Office Detection
Reminders
Save Attachments to Campaigns
Smart To-Do List
Pay by Invoice
Shared Campaigns
Shared Templates
Hide Yesware Branding
Data Enrichment
Add Leads or Contacts to Campaigns
Add Salesforce Event Type to Yesware Calendar Sync
Block additional colleague domains from syncing to Salesforce
Call Touches
Clari Integration

+ 70 more unique features

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