Compare ConnectWise CPQ and QuoteWerks 
At a Glance
Market Segments
Small-Business (54.6% of reviews)
Small-Business (75.0% of reviews)
Entry-Level Pricing
No pricing available
$28.00
ConnectWise CPQ
Star Rating
(139)4.0 out of 5
Market Segments
Small-Business (54.6% of reviews)
Entry-Level Pricing
No pricing available
Learn more about ConnectWise CPQQuoteWerks
Star Rating
(182)4.3 out of 5
Market Segments
Small-Business (75.0% of reviews)
Entry-Level Pricing
$28.00
Browse all 4 pricing plansSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- Users report that ConnectWise CPQ excels in its PDF Creation feature, scoring 9.0, which allows for high-quality document outputs, while QuoteWerks offers a slightly higher score of 9.3, indicating a marginally better experience in this area.
- Reviewers mention that QuoteWerks shines in Custom Branding, with a score of 9.0 compared to ConnectWise CPQ's 8.8, suggesting that QuoteWerks provides more flexibility for businesses looking to maintain brand consistency in their documents.
- G2 users highlight that ConnectWise CPQ's Guided Selling feature, scoring 6.9, may not be as intuitive as QuoteWerks' 7.9, which could impact the user experience for those needing assistance during the quoting process.
- Users on G2 report that QuoteWerks has a superior Quality of Support rating of 8.5 compared to ConnectWise CPQ's 7.6, indicating that QuoteWerks may provide more effective customer service and support resources.
- Reviewers mention that ConnectWise CPQ's Configuration Rules score of 7.3 is lower than QuoteWerks' 8.0, suggesting that QuoteWerks may offer more robust options for setting up pricing and product configurations.
- Users say that QuoteWerks' Workflow Management feature, with a score of 8.1, is more user-friendly compared to ConnectWise CPQ's 7.5, which could lead to a more efficient quoting process for teams using QuoteWerks.
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Pricing
Entry-Level Pricing
ConnectWise CPQ
No pricing availableQuoteWerks
QuoteValet Subscription
$28.00
QuoteValet is the online quote delivery and acceptance vehicle for QuoteWerks. QuoteValet is a more robust way to deliver quotes to your customers and prospects. QuoteValet Mobile and QuoteValet Web are included free with your QuoteValet Subscription. This subscription can be used with all editions of QuoteWerks.
- e-Signature
- Collaboration
- Engagement tracking
Free Trial
ConnectWise CPQ
No trial information availableQuoteWerks
Free Trial is available
Ratings
Meets Requirements
8.2
117
8.7
161
Ease of Use
7.8
117
8.2
160
Ease of Setup
7.0
64
7.9
75
Ease of Admin
7.6
64
8.2
76
Quality of Support
7.6
111
8.5
151
Has the product been a good partner in doing business?
8.3
65
9.1
75
Product Direction (% positive)
7.3
117
8.3
160
Features by Category
Signature Process
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
Not enough data
Not enough data
Security and Scalability
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
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
Configuration - cpq
7.6
39
|
Verified
8.4
82
|
Verified
6.9
28
|
Verified
7.9
54
|
Verified
7.3
34
|
Verified
8.0
67
|
Verified
8.0
38
|
Verified
8.4
75
|
Verified
7.3
34
|
Verified
8.1
67
|
Verified
Pricing
7.9
43
|
Verified
8.7
81
|
Verified
7.6
41
|
Verified
8.7
85
|
Verified
7.5
31
|
Verified
8.5
61
7.9
38
|
Verified
8.6
71
8.0
44
|
Verified
8.4
59
|
Verified
8.1
35
|
Verified
8.4
58
|
Verified
Quoting
7.9
37
8.7
80
|
Verified
8.1
41
|
Verified
8.5
72
|
Verified
8.6
44
|
Verified
8.8
83
|
Verified
8.2
37
|
Verified
8.6
64
|
Verified
7.9
35
|
Verified
8.6
54
|
Verified
Admin
7.7
28
|
Verified
8.2
44
|
Verified
7.7
27
|
Verified
8.3
41
|
Verified
7.5
25
|
Verified
8.1
32
|
Verified
7.9
25
|
Verified
8.4
37
|
Verified
Channels
6.7
27
|
Verified
7.1
42
|
Verified
7.1
29
|
Verified
8.3
54
|
Verified
Feature Not Available
8.2
43
|
Verified
Platform
8.3
26
|
Verified
9.0
41
|
Verified
7.9
19
|
Verified
8.8
26
|
Verified
7.4
12
8.4
17
|
Verified
8.1
26
|
Verified
9.0
41
|
Verified
6.9
26
|
Verified
8.5
33
|
Verified
Not enough data
Not enough data
Generative AI - cpq
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Document Creation
7.8
73
|
Verified
8.5
111
|
Verified
7.4
75
|
Verified
8.3
112
|
Verified
8.1
64
|
Verified
7.9
92
|
Verified
8.4
72
|
Verified
8.7
83
|
Verified
9.0
75
|
Verified
9.3
109
|
Verified
8.8
73
|
Verified
9.0
106
|
Verified
Workflow
7.4
69
|
Verified
8.0
95
|
Verified
7.6
64
|
Verified
8.0
75
|
Verified
7.6
69
|
Verified
8.2
75
|
Verified
Analytics
Feature Not Available
8.6
71
|
Verified
7.5
60
|
Verified
8.5
69
|
Verified
7.4
66
|
Verified
8.2
81
|
Verified
Administration and Platform
8.4
67
|
Verified
8.6
97
|
Verified
7.8
67
|
Verified
8.4
84
|
Verified
8.3
68
|
Verified
8.7
91
|
Verified
8.7
68
|
Verified
8.8
67
|
Verified
8.1
53
|
Verified
8.7
65
|
Verified
8.0
56
|
Verified
8.7
76
|
Verified
Generative AI
Feature Not Available
Feature Not Available
Customer Requirements
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Contracts
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Revenue
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Categories
Categories
Shared Categories
ConnectWise CPQ and QuoteWerks are categorized as CPQ, Proposal, and Quote-to-Cash
Reviews
Reviewers' Company Size
ConnectWise CPQ
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
QuoteWerks
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
Information Technology and Services
54.2%
Computer & Network Security
7.5%
Computer Networking
6.7%
Telecommunications
3.3%
Computer Software
3.3%
Other
25.0%
Information Technology and Services
39.3%
Computer Networking
7.1%
Computer Software
4.8%
Retail
4.2%
Telecommunications
3.6%
Other
41.1%
Most Helpful Reviews
ConnectWise CPQ
Most Helpful Favorable Review
Verified User in Information Technology and Services
Very easy to install and integrate into salesforce.com. Can quickly and easily produce canned quotes. Many out the box templates to choose from. Perfect for a business that sells "stuff" with a price and quantity.
Most Helpful Critical Review
Verified User in Information Technology and Services
Clunky, resource hog. Clunky, making changes requires to much coding. Not intuitive. Lack of involvement from vendor, no one ever reaches about training to me.
QuoteWerks
Most Helpful Favorable Review
Pat D.
Verified User in Information Technology and Services
Low cost entry Straightforward install and setup Extensive help and support system
Most Helpful Critical Review
Verified User in Information Technology and Services
The user interface is still not great. Some of the features are well hid. The update process on Terminal Server is cumbersome.
Verified User in Information Technology and Services
Very easy to install and integrate into salesforce.com. Can quickly and easily produce canned quotes. Many out the box templates to choose from. Perfect for a business that sells "stuff" with a price and quantity.
Pat D.
Verified User in Information Technology and Services
Low cost entry Straightforward install and setup Extensive help and support system
Verified User in Information Technology and Services
Clunky, resource hog. Clunky, making changes requires to much coding. Not intuitive. Lack of involvement from vendor, no one ever reaches about training to me.
Verified User in Information Technology and Services
The user interface is still not great. Some of the features are well hid. The update process on Terminal Server is cumbersome.
Alternatives
Discussions
How does “named user” licensing work?
1 comment
KS
It gives exact number of registered users the right to use a resourceRead more
Do my salespeople need a license if we have one admin that prepares quotes for all of them?
1 comment
DL
No - as long as you don't care that the quotes come from that persons nameRead more
I have 3 PC’s I need to run Quosal on. Must I purchase a copy for each PC?
1 comment
DL
You need a license for all Named users generating quotes under their namesRead more
Does QuoteWerks offer support?
1 comment
Official Response from QuoteWerks
Customers love us because the accessibility of our staff.
Many quoting/proposal tools don't even list a phone number on their website to contact them for...Read more
I'm overwhelmed with all of the CPQ and Proposal solutions. Where do I start?
1 comment
Official Response from QuoteWerks
We're here to make that decision easier.
QuoteWerks has been developed and refined for over 25 years and is used by over 83,000 users worldwide....Read more
QuoteWerks has no more discussions with answers
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