Compare PerfectQuote and Tableau 
At a Glance
Market Segments
Small-Business (54.5% of reviews)
Enterprise (42.2% of reviews)
Entry-Level Pricing
No pricing available
$75.00 1 User Per Month
PerfectQuote
Star Rating
(11)3.5 out of 5
Market Segments
Small-Business (54.5% of reviews)
Pros & Cons
Entry-Level Pricing
No pricing available
Learn more about PerfectQuoteTableau
Star Rating
(3,546)4.4 out of 5
Market Segments
Enterprise (42.2% of reviews)
Pros & Cons
Entry-Level Pricing
$75.00 1 User Per Month
Free Trial is available
Browse all 3 pricing plansSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- G2 reviewers report that Tableau excels in user satisfaction, with many praising its drag-and-drop feature for creating visualizations. Users appreciate how easy it is to build graphs and dashboards, making data analysis more intuitive and efficient.
- Users say that PerfectQuote simplifies the renewal process, with one reviewer noting they managed to load 90% of their renewals in a weekend. This efficiency is particularly beneficial during busy periods, such as the fourth quarter, highlighting its effectiveness for small group quoting.
- According to verified reviews, Tableau's overall quality is reflected in its high G2 Score, which indicates strong performance across various metrics. Reviewers frequently mention the tool's robust ETL capabilities, which enhance its functionality for data manipulation and reporting.
- Reviewers mention that while PerfectQuote offers a user-friendly experience, it may require some initial learning. However, once users become familiar with the system, they find it significantly streamlines their quoting process, especially for small groups.
- Users highlight that Tableau's support quality is commendable, with many noting the helpfulness of the customer service team. In contrast, PerfectQuote's support is rated higher, but some users feel that it could be more responsive during peak times.
- G2 reviewers indicate that Tableau's implementation process is quick and straightforward, which is a significant advantage for organizations looking to adopt a powerful analytics tool. PerfectQuote, while effective, may not match this level of ease in setup, as some users report a steeper learning curve initially.
Pricing
Entry-Level Pricing
PerfectQuote
No pricing availableTableau
Tableau Standard
$75.00
1 User Per Month
A comprehensive edition to help you explore and understand your data.
- Each additional license starts as low as $15 / user / month
Free Trial
PerfectQuote
No trial information availableTableau
Free Trial is available
Ratings
Meets Requirements
7.1
7
8.7
2,472
Ease of Use
8.1
7
8.3
2,864
Ease of Setup
8.3
6
8.3
1,528
Ease of Admin
6.3
5
8.2
798
Quality of Support
9.0
7
8.3
2,119
Has the product been a good partner in doing business?
5.7
5
8.5
777
Product Direction (% positive)
8.1
6
8.8
2,444
Features by Category
Reports
Not enough data
8.7
1757
|
Verified
Not enough data
8.2
1591
|
Verified
Not enough data
9.1
1803
|
Verified
Not enough data
8.6
1372
Not enough data
9.1
1791
|
Verified
Self Service
Not enough data
8.5
1693
|
Verified
Not enough data
8.7
1713
|
Verified
Not enough data
8.5
1639
|
Verified
Not enough data
8.2
1424
Not enough data
8.2
1519
|
Verified
Not enough data
7.9
1326
|
Verified
Advanced Analytics
Not enough data
7.8
1283
Not enough data
9.2
1775
|
Verified
Not enough data
8.1
1302
Building Reports
Not enough data
8.3
1003
|
Verified
Not enough data
8.2
964
|
Verified
Not enough data
8.3
835
|
Verified
Not enough data
8.1
841
|
Verified
Platform
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Reports
Not enough data
8.7
1757
|
Verified
Not enough data
8.2
1591
|
Verified
Not enough data
9.1
1803
|
Verified
Not enough data
8.6
1372
Not enough data
9.1
1791
|
Verified
Data Preparation
Not enough data
8.6
874
|
Verified
Not enough data
8.4
850
|
Verified
Data Modeling and Blending
Not enough data
8.5
889
|
Verified
Not enough data
8.8
912
|
Verified
Not enough data
8.5
884
|
Verified
Generative AI
Not enough data
7.4
429
Not enough data
7.5
453
Agentic AI - Analytics Platforms
Not enough data
7.5
133
Not enough data
7.5
136
Not enough data
7.8
138
Not enough data
7.6
132
Not enough data
7.7
129
Not enough data
7.4
129
Not enough data
7.9
135
Self Service
Not enough data
8.5
1693
|
Verified
Not enough data
8.7
1713
|
Verified
Not enough data
8.5
1639
|
Verified
Not enough data
8.2
1424
Not enough data
8.2
1519
|
Verified
Not enough data
7.9
1326
|
Verified
Deployment & Integration - Analytics Platforms
Not enough data
8.4
139
Not enough data
8.3
114
Not enough data
8.1
110
Not enough data
8.5
131
Advanced Analytics
Not enough data
7.8
1283
Not enough data
9.2
1775
|
Verified
Not enough data
8.1
1302
Performance & Scalability - Analytics Platforms
Not enough data
7.6
143
Not enough data
8.2
111
Advanced Analytics & Modeling - Analytics Platforms
Not enough data
8.2
112
Not enough data
8.0
107
Not enough data
7.8
110
Agentic AI Capabilities - Analytics Platforms
Not enough data
7.6
107
Not enough data
7.7
105
Not enough data
7.8
108
Not enough data
7.6
107
Personalized Intelligence - Analytics Platforms
Not enough data
7.7
107
Not enough data
7.9
113
Not enough data
7.8
107
Building Reports
Not enough data
8.3
1003
|
Verified
Not enough data
8.2
964
|
Verified
Not enough data
8.3
835
|
Verified
Not enough data
8.1
841
|
Verified
Reports
Not enough data
8.7
1757
|
Verified
Not enough data
8.2
1591
|
Verified
Not enough data
9.1
1803
|
Verified
Not enough data
8.6
1372
Not enough data
9.1
1791
|
Verified
Self Service
Not enough data
8.5
1693
|
Verified
Not enough data
8.7
1713
|
Verified
Not enough data
8.5
1639
|
Verified
Not enough data
8.2
1424
Not enough data
8.2
1519
|
Verified
Not enough data
7.9
1326
|
Verified
Building Reports
Not enough data
8.3
1003
|
Verified
Not enough data
8.2
964
|
Verified
Not enough data
8.3
835
|
Verified
Not enough data
8.1
841
|
Verified
Cartography
Not enough data
9.4
26
Not enough data
9.2
26
Not enough data
9.6
28
Not enough data
9.4
27
Analysis
Not enough data
9.0
28
Not enough data
9.2
27
Not enough data
9.3
27
Not enough data
9.0
27
Reporting
Not enough data
9.3
27
Not enough data
9.2
26
Not enough data
9.1
26
Data Source Access
Not enough data
8.7
234
Not enough data
8.8
236
Not enough data
8.3
229
Data Interaction
Not enough data
8.2
227
Not enough data
8.1
231
Not enough data
8.3
229
Not enough data
8.5
233
Not enough data
8.3
230
Not enough data
8.3
227
Not enough data
8.4
229
Not enough data
8.3
227
Data Exporting
Not enough data
8.5
223
Not enough data
8.4
226
Not enough data
8.4
223
Generative AI
Not enough data
7.4
219
Additional Functionality
Not enough data
8.9
61
7.3
5
9.3
62
Basics
6.3
5
9.2
62
Content
7.7
5
8.9
59
Data
Not enough data
9.3
61
Interoperability
Not enough data
8.9
59
Performance
Not enough data
9.2
62
Deployment & Integration - Semantic Layer Tools
Not enough data
Not enough data
Not enough data
Not enough data
Data Connectivity & Federation - Semantic Layer Tools
Not enough data
Not enough data
Not enough data
Not enough data
Data Modeling & Metrics - Semantic Layer Tools
Not enough data
Not enough data
Not enough data
Not enough data
Performance Optimization - Semantic Layer Tools
Not enough data
Not enough data
Not enough data
Not enough data
Governance - Semantic Layer Tools
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Advanced Intelligence - Semantic Layer Tools
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI Enablement - Semantic Layer Tools
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Data Connectivity and Prep - Agentic Analytics
Not enough data
Not enough data
Not enough data
Not enough data
Autonomous Insight Generation - Agentic Analytics
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Interaction and Workflow - Agentic Analytics
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
AI Agent Management - Agentic Analytics
Not enough data
Not enough data
Not enough data
Not enough data
Statistical Tool
Not enough data
8.4
251
Not enough data
8.4
254
Not enough data
8.4
244
Data Analysis
Not enough data
9.0
275
Not enough data
8.9
268
Decision Making
Not enough data
8.7
259
Not enough data
9.4
272
Not enough data
9.1
267
Not enough data
8.7
263
Generative AI
Not enough data
8.0
177
Not enough data
8.0
176
Categories
Categories
Shared Categories
PerfectQuote and Tableau are categorized as Insurance Analytics
Unique Categories
PerfectQuote has no unique categories
Tableau is categorized as Semantic Layer Tools, Data Preparation, Location Intelligence, Embedded Business Intelligence, Analytics Platforms, Predictive Analytics, and Agentic Analytics
Reviews
Reviewers' Company Size
PerfectQuote
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Tableau
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Insurance
81.8%
Consumer Services
9.1%
Automotive
9.1%
‐
‐
Other
0.0%
Information Technology and Services
11.6%
Computer Software
7.3%
Financial Services
7.1%
Hospital & Health Care
4.5%
Marketing and Advertising
4.3%
Other
65.1%
Discussions
PerfectQuote has no discussions with answers
why did saleforce by tableau? IS SFDC reporting going to change now?
2 Comments
TR
Perfect answer by Derrick. I totally agree.Read more
What does Tableau Desktop do?
2 Comments
NA
Tableau Desktop help create interactive Dashboards offline and publish it to the wider audience through Tableau public. Tableau Desktop is one of the version...Read more
Do I need Tableau Desktop if I have Tableau Server?
2 Comments
LT
Anyway, whether you need Tableau Desktop depends on your specific use case and requirements. If you're unsure, you can consider the following
Evaluate...Read more
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