--- title: QuoteWerks Reviews meta_title: 'QuoteWerks Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 205 reviews by the users' company size, role or industry to find out how QuoteWerks works for a business like yours. aggregate_rating: rating_value: 4.4 review_count: 205 scale: '5' date_modified: '2026-07-30' parent_category: name: Quote Management url: https://www.g2.com/categories/quote-management --- # QuoteWerks Reviews **Vendor:** Aspire Technologies **Category:** [CPQ Software](https://www.g2.com/categories/cpq) **Average Rating:** 4.4/5.0 **Total Reviews:** 205 ## About QuoteWerks Integration | Price | Support | Features QuoteWerks is a market-leading Configure, Price, Quote (CPQ) solution that helps businesses streamline their sales quoting and proposal process. Trusted by over 35,000 users in 100+ countries, QuoteWerks integrates with over 115 CRMs, PSAs, and accounting systems — including HubSpot, Salesforce, ConnectWise, Autotask, and QuickBooks — eliminating double entry and ensuring data accuracy across your tech stack. With QuoteWerks, sales teams can quickly create professional quotes and proposals, automate approvals and purchasing, and track customer engagement through QuoteValet. Customers choose QuoteWerks for its reliability, affordability, and legendary support — delivering enterprise-grade CPQ capabilities without enterprise-level complexity or cost. ## QuoteWerks Pros & Cons **What users like:** - Users appreciate the **ease of use** of QuoteWerks, which significantly enhances efficiency and streamlines processes across the board. (15 reviews) - Users value the **efficiency** of QuoteWerks for seamless quoting, project management, and contract processes. (10 reviews) - Users love the **professional-quality templates** of QuoteWerks, enhancing branding and improving client presentations effectively. (9 reviews) - Users commend QuoteWerks for its **efficiency improvement** , effortlessly streamlining quotes to contract management throughout the entire process. (8 reviews) - Users value the **easy and comprehensive integration** of QuoteWerks, enhancing workflow and streamlining the entire sales process. (8 reviews) - Users value the **time-saving efficiency** of QuoteWerks, streamlining quoting and invoicing processes for smoother operations. (8 reviews) - Process Efficiency (7 reviews) - Users find the **quoting process** of QuoteWerks easy and efficient for creating sales quotations and proposals. (7 reviews) - Capabilities (5 reviews) - CRM Integration (5 reviews) **What users dislike:** - Users find the **interface design outdated** , affecting navigation and overall user experience compared to modern applications. (4 reviews) - Users find the **complex setup** time-consuming, especially with numerous products and integration, affecting overall efficiency. (3 reviews) - Users find the **interface dated** , hindering navigation and setup, and desire a more modern design for better usability. (2 reviews) - Users feel that QuoteWerks is **somewhat expensive** and the deployment process takes longer than anticipated. (2 reviews) - Users often face **billing issues** , finding the pricing less competitive and deployment longer than anticipated. (1 reviews) - Users find the **complex automation** features lacking, leading to inefficient processes and a less intuitive experience. (1 reviews) - Complexity (1 reviews) - Contact Management (1 reviews) - Difficult Learning (1 reviews) - Implementation Difficulties (1 reviews) ## QuoteWerks Reviews ### 1. Reviewing for QuoteWerks **Rating:** 5.0/5.0 stars **Reviewed by:** John S. | BP employee , Small-Business (50 or fewer emp.) **Reviewed Date:** April 04, 2019 **What do you like best about QuoteWerks?** It’s just super helpful for everyday stuff **What do you dislike about QuoteWerks?** Doesn’t have all the dimensions fully formed **What problems is QuoteWerks solving and how is that benefiting you?** It’s made work easier making me want to work! ### 2. The most adequate tool for quoting I've used thus far. **Rating:** 5.0/5.0 stars **Reviewed by:** Gabrielle M. | Small-Business (50 or fewer emp.) **Reviewed Date:** July 31, 2018 **What do you like best about QuoteWerks?** I love the ability of QuoteWerks to filter out and target exactly who might be in the market of insurance. It finds potential customers in the area and provides a large database that is easily accessible. **What do you dislike about QuoteWerks?** The only thing I don't like is that because it is new, it sometimes freezes our computer system. We have been in contact with customer service and they have been immensely patient and helpful. **Recommendations to others considering QuoteWerks:** Definitely one of the most useful tools out there. You should certainly try to implement QuoteWerks into your business sales. **What problems is QuoteWerks solving and how is that benefiting you?** We are navigating the murky waters of figuring out how to weed out leads that have been in our system but don't come to fruition. QuoteWerks has allowed us to accomplish this which has been a big benefit to our business. ### 3. quotewerks - Moderate **Rating:** 4.0/5.0 stars **Reviewed by:** Shelby D. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 22, 2018 **What do you like best about QuoteWerks?** I like the ease of use and how the product ties into our other softwares and helps to manage our configurations for renewals. We use connectwise so it integrates well with it. It also pull all information from the vendors that we have linked through it. The product makes delivery quotes, proposals, scopes of work, renewals, and other sales packets easy. **What do you dislike about QuoteWerks?** I diislike how slow the application is. We have upgraded many times, but no matter what the speed of the application lags. the appearance of the application is outdated and can use a facelift (new image). **Recommendations to others considering QuoteWerks:** Use the product to its full capabilities. It does have the ability to only quote from, but the most impact you will get from the product is to use it as it is intended. Dont manually type everything in. It is best to upload all your company data and take the time to make sure it is all correct. In the long run it will save time and make putting documents together to send it out a lot easier. **What problems is QuoteWerks solving and how is that benefiting you?** As of right now we do not currently use quotewerks to its full ability. it does tend to become confusing without the proper training from the vendor. It is hard for us to understand the greatness of quotewerks since we only use the basics for it. If you do get this product, i recommend using all aspects of it so it makes the functionality of it more impactful **Official Response from Brian Laufer:** > Shelby, Thank you for taking the time to review QuoteWerks. I am sorry that you are running into a speed issue. Have you spoken with our Technical Support (https://www.quotewerks.com/support.asp) about what you are experiencing? We have experienced technicians that will help determine possible causes (environment, database maintenance, upgrading Database, etc). As far as the interface is concerned, we released version 5.3 of QuoteWerks that has an updated interface and also recently announced QuoteWerks Web (https://www.quotewerks.com/quotewerksweb.asp). QuoteWerks Web has a new interface that we have received numerous positive comments about. Shelby, thank you again for your review and I hope you reach out to our team to diagnose the issue. Through G2 Crowd, I cannot determine your contact information, otherwise, I would have a technician reach out to you. ### 4. Quoteworks review **Rating:** 4.0/5.0 stars **Reviewed by:** Rakesh P. | Account Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** February 07, 2019 **What do you like best about QuoteWerks?** Multiple sign on authentication to log in **What do you dislike about QuoteWerks?** Many. Templates can’t be saved. Old quotes with pre populated data is cumbersome **Recommendations to others considering QuoteWerks:** Na **What problems is QuoteWerks solving and how is that benefiting you?** Quotes to be generated for clients ### 5. Good Tool for Good Price **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** June 26, 2018 **What do you like best about QuoteWerks?** Quotewerks is great because it's a functional tool that integrates with our CRM, allows us to collect payments at the time of sale (QuoteValet), and the price is reasonable. **What do you dislike about QuoteWerks?** Extremely old design. Requires server version to get use out of it. Hard to grasp if you're a new user. **Recommendations to others considering QuoteWerks:** Make sure you have a resource dedicated to learning the software before rolling it out to your team. There are so many places to update information, and you want to ensure someone knows exactly how to use it and can provide support to your team if needed. **What problems is QuoteWerks solving and how is that benefiting you?** Problems solved: ease of quoting clients and collecting downpayments at point of sale. Greatest benefit is being able to move on something without waiting for a check to be mailed and deposited, we can get started as soon as they make payment. ### 6. QuoteWerks should be a requirement! **Rating:** 5.0/5.0 stars **Reviewed by:** Jonathan H. | Partner, Information Technology and Services, Small-Business (50 or fewer emp.) **Reviewed Date:** March 16, 2018 **What do you like best about QuoteWerks?** The integrations between our vendors and accounting package make the process of generating a professional quote through placing an order extremely easy. In the past what would take our company days to do can all be done within minutes - no exaggerating! The output is consistent and professional. The details are accurate. Overall it is a wonderful time saver. if you are in the business of IT sales this should be a requirement for your toolkit. **What do you dislike about QuoteWerks?** There isn't much to not like about QuoteWerks. In my scenario it requires my accounting package (QuickBooks) to be open for its integration to work correctly. This means that each QuoteWerks user needs a QuickBooks license also. I understand why it has to be done so I am not complaining all that much. I am just noting that if there was a different way to do it I could save on some QuickBooks licensing. **Recommendations to others considering QuoteWerks:** The integrations to vendors and accounting software are the key. It takes all the searching out of the sales process . **What problems is QuoteWerks solving and how is that benefiting you?** Before QuoteWerks our process was cumbersome and tedious. My entire team hated to respond to sales requests! now with QuoteWerks I can generate an accurate, professional, standardized quote in minutes. We are all now invoicing approved quotes in as little as an hour! Its made a direct improvement to our revenue. ### 7. Quotewerks just "werks" **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Retail | Small-Business (50 or fewer emp.) **Reviewed Date:** March 19, 2019 **What do you like best about QuoteWerks?** Lets me create quotes and proposals in minutes! **What do you dislike about QuoteWerks?** The website is a but hard to follow if you are not a heavy computer user. Sinplify it. Organize it. **What problems is QuoteWerks solving and how is that benefiting you?** Make sure i have less errors in sales. Quotes and proposals are the main ### 8. Really enjoy this software **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Education Management | Mid-Market (51-1000 emp.) **Reviewed Date:** March 15, 2019 **What do you like best about QuoteWerks?** I truly enjoy using this software. I’m able to get details to clients quickly and accurately. **What do you dislike about QuoteWerks?** There is actually nothing that I dislike about this software! **What problems is QuoteWerks solving and how is that benefiting you?** We are all moving much faster and facing fewer client call backs in search of quotes. ### 9. Quotewerks review **Rating:** 5.0/5.0 stars **Reviewed by:** M. A. | Account Analyst, Machinery, Enterprise (> 1000 emp.) **Reviewed Date:** August 30, 2018 **What do you like best about QuoteWerks?** Quotewerks has the ability to see when customers view your quote which is a great trigger for sales manager to follow up on their proposal. The ability for the software to integrate with CRM and outlook is also helpful since we receive customer inquiries via CRM. The software is easy to use and set up. **What do you dislike about QuoteWerks?** The reporting function is not the best and to use remotely we must use a VPN to access it. The Quote Valet add-on is helpful for viewing existing quotes but not necessarily for creating new quotes. **What problems is QuoteWerks solving and how is that benefiting you?** Providing sales quotes to customers and following up on proposals. ### 10. Quotewerks Review **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Networking | Small-Business (50 or fewer emp.) **Reviewed Date:** December 26, 2018 **What do you like best about QuoteWerks?** I love how basic QW is and how easy it is to navigate through the program. **What do you dislike about QuoteWerks?** I get kicked out of my Quotewerks program every day by an error message. I have to shut down the program and re open it to use again. **Recommendations to others considering QuoteWerks:** I would recommend this program to all small businesses like Hi-Tech. This program is very easy to use and learn even being a beginner. **What problems is QuoteWerks solving and how is that benefiting you?** We do all of our quoting through quotewerks, very awesome. ### 11. Perfect for business **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** October 25, 2018 **What do you like best about QuoteWerks?** I love that I can handle my clients request for quotes and give them perfect business needs **What do you dislike about QuoteWerks?** There is really nothing that I dislike about this product! It has helped my every day business prosper **Recommendations to others considering QuoteWerks:** Must use if you want your sales quotes to be organized **What problems is QuoteWerks solving and how is that benefiting you?** Keeps every quote I need organized and I am able to give this to other businesses as they need to buy things for their business ### 12. Quoting tool **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** March 08, 2019 **What do you like best about QuoteWerks?** The options to create features by user and be able to edit line items. **What do you dislike about QuoteWerks?** No mobile app option available within this product **Recommendations to others considering QuoteWerks:** Compare to Quosal/CW Sell. Both have pros and cons to their tool. **What problems is QuoteWerks solving and how is that benefiting you?** Replaced with SELL **Official Response from Brian Laufer:** > Thank you for taking the time to write a review. QuoteWerks does have both a desktop and a web version. QuoteWerks Web: https://www.quotewerks.com/quotewerksweb.asp If you decide that SELL does not work out for you and your organization, I invite you to take another look at QuoteWerks Web and our enhancements. We release over 150 new features each year. ### 13. Different kind of proposal solution **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Hospitality | Small-Business (50 or fewer emp.) **Reviewed Date:** July 05, 2018 **What do you like best about QuoteWerks?** This one is a different kind of cookie. It's not the usual kind of CRM, which means I had to use a different mindset to get around this. (Hey, some things are a habit.) It might be hard for the average CSR user to let go of a few biases, but once we get around that... This one works. 1. It's affordable. 2. It does offer a turn-key solution to help us evolve our sales, faster. 3. It's easy to set-up and use. 4. I could see why this would be awesome for first-time users or new business owners. **What do you dislike about QuoteWerks?** There are, unfortunately, more than a few cons about this software. This is even after we change our mindsets about how to use it. 1. There are limited bells and whistles. (Other CRMs offer more and are more easily customizable.) 2. I had a harder time using its search features. I didn't get the information I wanted it the way I wanted it. 3. The Dashboard is, at best, barely meh. 4. These guys REALLY need to get some apps ready so it's more easily integrated. **Recommendations to others considering QuoteWerks:** This isn't the full CRM you might be wanting. What makes it worthwhile is that it's easy to set-up, easy to use, and easy to get others trained on this system. In terms of writing quotes (and only writing quotes), it's pretty efficient. If you need this to work with apps, especially for those out in the field, you'll be disappointed. **What problems is QuoteWerks solving and how is that benefiting you?** I could train people fairly easily on this, which would make it excellent for the new business owners. It does make writing/modifying proposals/quotes very easy. ### 14. Great Proposal Software **Rating:** 4.5/5.0 stars **Reviewed by:** Caitlyn C. | Small-Business (50 or fewer emp.) **Reviewed Date:** July 10, 2018 **What do you like best about QuoteWerks?** The software was very easy to use and gave relatively accurate numbers for our quotes. Super easy to use and better quality than microsoft excel **What do you dislike about QuoteWerks?** There is not much that I dislike. Wish you could connect more CRM applications and sales information **Recommendations to others considering QuoteWerks:** Great product for businesses of all types! Pricing is great and customer service is pretty good. Allows you to combine all the important information about your business and have it in one place. I would definitely recommend this and I will continue to use in my business! **What problems is QuoteWerks solving and how is that benefiting you?** Easy to set goals for my business and helps include customer information into our practice. ### 15. Affordable software **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** December 19, 2018 **What do you like best about QuoteWerks?** I'm really satisfied with the customer support when it comes to getting any type of help **What do you dislike about QuoteWerks?** I have Viet run into an issue with this company I'm very satisfied **Recommendations to others considering QuoteWerks:** A affordable company and easy to quote your customer **What problems is QuoteWerks solving and how is that benefiting you?** I use it to give quotes to my customer for auto insurance ### 16. Exceptional **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Telecommunications | Enterprise (> 1000 emp.) **Reviewed Date:** December 12, 2018 **What do you like best about QuoteWerks?** It’s a great program and offers a lot of tools that are easy to use. Helps speed the process and standardize costs, sales, and margins. Very easy to copy and paste. **What do you dislike about QuoteWerks?** There really wasn’t anything wrong with this program. **Recommendations to others considering QuoteWerks:** Easy **What problems is QuoteWerks solving and how is that benefiting you?** Creating sales quotes and proposals. Fast and easy. ### 17. Intuitive **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** November 21, 2018 **What do you like best about QuoteWerks?** Quote works is easy to navigate without any training. The interface is laid out well and ease of movement between fields makes it intuitive. **What do you dislike about QuoteWerks?** Improvements could be done by being able to copy and paste multiple lines from a spreadsheet over into quoteworkd instead of line by line. **What problems is QuoteWerks solving and how is that benefiting you?** Generating quotes for customers, being able to calculate marginmanually. . ### 18. Great product! **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Mechanical or Industrial Engineering | Small-Business (50 or fewer emp.) **Reviewed Date:** October 23, 2018 **What do you like best about QuoteWerks?** We use QuoteWerks to manage quotes for new prospects and existing clients. QuoteWerks has a great search capability so I never lose sight of recently created quotes. QuoteWerks makes it very easy to generate more than one quote per account so the customer has documents they can use to compare options side by side. **What do you dislike about QuoteWerks?** No dislikes! It's a great program self explanatory! **What problems is QuoteWerks solving and how is that benefiting you?** Not as complicated as other programs. ### 19. Love this program. Very Helpful! **Rating:** 5.0/5.0 stars **Reviewed by:** BJ J. | Small-Business (50 or fewer emp.) **Reviewed Date:** July 06, 2018 **What do you like best about QuoteWerks?** With QuoteWerks I can create quotes and proposals. Many options available for my customers to choose from. It help us out allot! I know when my customers view their quotes. It integrates with my other programs as well. **What do you dislike about QuoteWerks?** There is not much at all to dislike about this program. It makes everyday projects so much easier! **Recommendations to others considering QuoteWerks:** Get it! We love it and it makes everything so much earier! **What problems is QuoteWerks solving and how is that benefiting you?** My sales team is not bombarded by any accounting stuff and vice versa! ### 20. Wonderful for work **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** December 11, 2018 **What do you like best about QuoteWerks?** I really like everything nothing to complain about. Very easy to use **What do you dislike about QuoteWerks?** There is absolutely nothing I dislike about this **Recommendations to others considering QuoteWerks:** I very much recommend **What problems is QuoteWerks solving and how is that benefiting you?** Saving money and getting the best quotes around ### 21. Great Quoting and Purchase Order Generating and Submitting Product **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** November 17, 2018 **What do you like best about QuoteWerks?** everything is integrated with our other software **What do you dislike about QuoteWerks?** there can be some glitches and time outs especially when submitting electronically orders **What problems is QuoteWerks solving and how is that benefiting you?** easily integrated with our other software, easy to track orders and save serial numbers/ tracking no for reference ### 22. Easy to generate quotes **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** December 01, 2018 **What do you like best about QuoteWerks?** You can have many quotes and easier to find quotes from the past as well **What do you dislike about QuoteWerks?** Its not user friendly, not too interactive as its not easy to search up **Recommendations to others considering QuoteWerks:** Yes **What problems is QuoteWerks solving and how is that benefiting you?** Saves quotes ### 23. Professional leads in no time! **Rating:** 4.5/5.0 stars **Reviewed by:** Mary Thomas P. | Marketing Communications Coordinator, Accounting, Mid-Market (51-1000 emp.) **Reviewed Date:** January 12, 2018 **What do you like best about QuoteWerks?** Our time also uses ConnectWise so using this program helps save time with data entry. Works well with ConnectWise and drastically speeds up our sales process. QuoteWerks makes it easy to customize our forms. Also, being able to do recurring item quotes has made a huge difference for us! **What do you dislike about QuoteWerks?** We've encountered a few program crashing issues and sometimes takes frequent reloads to get it to cooperate. This is the only flaw I can think of, however. **Recommendations to others considering QuoteWerks:** Several sales executives as well as the adminstrative assistants use QuoteWerks. Our administrators have the ability to set permissions so the assistants can view the quotes without making changes to them. You should take note, however, that whenever a sales person is out of the office, they do not have the same easy access as the would like to. **What problems is QuoteWerks solving and how is that benefiting you?** Being able to access real-time pricing and availability has been our biggest benefit of using QuoteWerks. ### 24. Will help with quoting for customers **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.) **Reviewed Date:** August 16, 2018 **What do you like best about QuoteWerks?** Great user interface with a vast verity of options. the use of this software aided in getting quotes to customers. produces professional looking quotes for clients. **What do you dislike about QuoteWerks?** it was difficult to put in all of the inventory we have but once it is there its easy to edit. **What problems is QuoteWerks solving and how is that benefiting you?** Getting quotes to customers sooner allows for better business/customer relationship and they are more likely to go with our business because of the quality of work we are able to produce. ### 25. I love this product **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.) **Reviewed Date:** November 08, 2018 **What do you like best about QuoteWerks?** It's takes allllllll of the work out of handling customer quotes **What do you dislike about QuoteWerks?** That it's missing add in features that an old software I used to use had **What problems is QuoteWerks solving and how is that benefiting you?** Quicker quotes going out to customers and quicker response time ### 26. QW Use **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** July 30, 2018 **What do you like best about QuoteWerks?** it works fine for what we do. Formal quoting of ERP systems, consulting, and HW. **What do you dislike about QuoteWerks?** Not incredibly flexible. In some ways that is good. We don't want too much ad-lib for quotes. **What problems is QuoteWerks solving and how is that benefiting you?** standardized quoting of proposals. ### 27. Solid tool that gets the job done. **Rating:** 3.5/5.0 stars **Reviewed by:** Nikkii K. | Front Line Account Manager, Computer Software, Mid-Market (51-1000 emp.) **Reviewed Date:** March 04, 2018 **What do you like best about QuoteWerks?** This is a great tool that does what it’s supposed to do. It’s easy to make changes and adjustments, easier to write in specific discounts, and I like the ability to email my quotes out directly from the system. **What do you dislike about QuoteWerks?** It could be easier to learn... took a long time to get comfortable in the system. **Recommendations to others considering QuoteWerks:** This is a great tool! It’s not the best fit for someone who is not technical, but if you are comfortable learning how to use new software then you will do fine with Quotewerks. **What problems is QuoteWerks solving and how is that benefiting you?** Used to send out quotes to prospects and clients. ### 28. Great quoting tool **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** January 29, 2018 **What do you like best about QuoteWerks?** Easy installation, lisensing model is easy to you and they updated the program at least 3-4 time an year. **What do you dislike about QuoteWerks?** It does not work with my accounting software, sage, however it does work with others. **Recommendations to others considering QuoteWerks:** I believe this is a very powerful tool, it has several integrations available that makes your life easier and makes you look good to your customers. I don’t think it’s too expensive, however they do have addons that can make life easier but will bring the bill higher. **What problems is QuoteWerks solving and how is that benefiting you?** It makes easier for my sales team to create, edit it and send quotes, no need to use excel and it works with out vendors for easy pricing and part catalogs as well. ### 29. An absolutely amazing product **Rating:** 5.0/5.0 stars **Reviewed by:** Gabrielle M. | Third Level Administrator, Financial Services, Enterprise (> 1000 emp.) **Reviewed Date:** July 01, 2018 **What do you like best about QuoteWerks?** It encompasses everything needed to thrive **What do you dislike about QuoteWerks?** It is sometimes slow operating which also may just be a computer issue on my end. **What problems is QuoteWerks solving and how is that benefiting you?** Being able to accurately quote products for my clients. Easy fill ins and less hassle. ### 30. not bad **Rating:** 3.5/5.0 stars **Reviewed by:** Keith B. | Student Intern, Financial Services, Mid-Market (51-1000 emp.) **Reviewed Date:** July 20, 2018 **What do you like best about QuoteWerks?** the organization of the program and navigation **What do you dislike about QuoteWerks?** it is not the fastest the program we could be using **What problems is QuoteWerks solving and how is that benefiting you?** Benefits are the organization ### 31. Great but old **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** August 23, 2018 **What do you like best about QuoteWerks?** I like Professional quote presentation the best. Preparing good looking quotes is easy **What do you dislike about QuoteWerks?** The ui and slowness. Tasks like coordinating with Autotask are slow **What problems is QuoteWerks solving and how is that benefiting you?** None at the moment ### 32. Review from an administrator, after 6 years **Rating:** 4.5/5.0 stars **Reviewed by:** John K. | Global SugarCRM Manager, Mechanical or Industrial Engineering, Mid-Market (51-1000 emp.) **Reviewed Date:** April 29, 2015 **What do you like best about QuoteWerks?** The fact that we have an international presence requires us to be able to provide quotations in multilingual formats. QuoteWerks allows us to fully customize the layouts. **What do you dislike about QuoteWerks?** The integration to our CRM could have been stronger. While we can migrate to Opportunities in SugarCRM and create new records and even schedule follow up calls in CRM, the process circumvents our CRMs data requirements, rendering the final record incomplete. There are also certain reports that could be a little more "robust". **Recommendations to others considering QuoteWerks:** Review your sales model and understand the applications that need to communicate with one another - notably, CRM. CRM and QuoteWerks should work hand-in-hand, as both will drive sales. **What problems is QuoteWerks solving and how is that benefiting you?** Greatly assists our pipeline management, allow us to report on capture ratios. We can also quickly review historic data for line items while quoting in a Cost+, List- or static/contract price structure. ### 33. A solid program with a few quirks **Rating:** 4.5/5.0 stars **Reviewed by:** Catherine F. | Inside Sales, Business Supplies and Equipment, Small-Business (50 or fewer emp.) **Reviewed Date:** September 26, 2017 **What do you like best about QuoteWerks?** Overall it is pretty easy to get used to working in QuoteWerks for the standard user. The admin isn't hard once you learn the nuance of how it works. I think the document form management could be easier but it isn't anything that makes it not worth dealing with. **What do you dislike about QuoteWerks?** The general template scheme. The document themselves aren't hard but there is a bit of an oddness to it, the email templates seem to be hit or miss, even the spellcheck doesn't work well as spell check keeps trying to check the spelling the HTML not just the email **Recommendations to others considering QuoteWerks:** Make sure you have someone a little geeky on your staff for best results, it isn't normal user manageable. **What problems is QuoteWerks solving and how is that benefiting you?** We get professional looking quotes that out rank other businesses in our field. Consistent usage has given us better results in our invoicing ( connected with quick books) and better history with our customer relationship manager. ### 34. Easy and powerful quoting and tracking software **Rating:** 5.0/5.0 stars **Reviewed by:** Alec M. | Director Of Technology, Small-Business (50 or fewer emp.) **Reviewed Date:** October 31, 2017 **What do you like best about QuoteWerks?** I love using this software! It is easy to create a quote and deliver to our clients. I can then track the status of the quote, when and who it was approved by, and view profits created by them. **What do you dislike about QuoteWerks?** The products section takes a lot of time to create. Etilize helps to find products that we can purchase from other vendors but to get our services and products set up took some time. **Recommendations to others considering QuoteWerks:** Just get the software! Setting up the software can be a pain but once everything is how you want it there is no going back! **What problems is QuoteWerks solving and how is that benefiting you?** We needed a software that would streamline our quotes and provide our clients with something that is easy to ready, accept, and pay for if they decide to move on with our recomendations. ### 35. decent product for quoting **Rating:** 2.5/5.0 stars **Reviewed by:** JET T. | Partner/Owner, Information Technology and Services, Small-Business (50 or fewer emp.) **Reviewed Date:** February 19, 2018 **What do you like best about QuoteWerks?** the financials, and looking up quotes. It is easy to build the quotes and work with the right margin **What do you dislike about QuoteWerks?** Setting up the customized forms. This was not easy and difficult at times. **What problems is QuoteWerks solving and how is that benefiting you?** its connection to our distributor ### 36. Quotes in seconds **Rating:** 3.5/5.0 stars **Reviewed by:** anthony p. | Small-Business (50 or fewer emp.) **Reviewed Date:** January 26, 2018 **What do you like best about QuoteWerks?** The integration with our distributors has been great. It allows us to quickly generate invoices with real-time pricing. We can easily use this to track profitability for our sales team. **What do you dislike about QuoteWerks?** Takes a bit of time to train a new sales person but it's well worth the effort. **Recommendations to others considering QuoteWerks:** continue to provide top notch support **What problems is QuoteWerks solving and how is that benefiting you?** We have been able to stay on top of getting quotes out in a timely manner and realized true profitability with each quote. ### 37. Great for basic quoting **Rating:** 3.5/5.0 stars **Reviewed by:** Maury K. | Inside Sales Manager, Information Technology and Services, Mid-Market (51-1000 emp.) **Reviewed Date:** December 28, 2017 **What do you like best about QuoteWerks?** I like the ease of adding optional items to a quote and moving the quote through to an order and out to GreatPlains. I also like the connectivity to ConnectWise so that I don’t have to double/triple input information in different programs. **What do you dislike about QuoteWerks?** The templates are very difficult to customize. They require lots of time and effort to make even a small change. **What problems is QuoteWerks solving and how is that benefiting you?** Quoting and ordering. We are able to more efficiently work with a quote between multiple people and programs. ### 38. Quote works **Rating:** 4.5/5.0 stars **Reviewed by:** Jeff M. | Operations Manager, Construction, Small-Business (50 or fewer emp.) **Reviewed Date:** April 28, 2018 **What do you like best about QuoteWerks?** Ease of use mostly...................................................... **What do you dislike about QuoteWerks?** Im pleased with everything......................................... **What problems is QuoteWerks solving and how is that benefiting you?** Excellent sales potential ### 39. Not a fan **Rating:** 1.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** October 19, 2017 **What do you like best about QuoteWerks?** It's hard for me to find something that I like about QW. I mean, it does the job and it presents our proposals in contracts in an organized fashion. But we can't use the Quote Valet feature or any of the other stuff. **What do you dislike about QuoteWerks?** Like I mentioned, we can't use most of the features. Also, the communication between QW and CRM is awful. If we close something in QW (won or lost) it almost never closes it in CRM. We have to go back in and manually close the opportunity in our CRM. Also, the projected revenue is practically a made up number. It never matches. We've checked the links and everything -- still wrong. If we turn something over and then make a change, we can't resubmit. In our industry, it's pretty imperative that we can make changes to existing orders. **Recommendations to others considering QuoteWerks:** Update and make communication more seamless **What problems is QuoteWerks solving and how is that benefiting you?** Organized and professional quotes and contracts. ### 40. Quotewerks does everything we need it to for quoting **Rating:** 4.5/5.0 stars **Reviewed by:** Sue S. | Account Executive, Information Technology and Services, Small-Business (50 or fewer emp.) **Reviewed Date:** October 30, 2017 **What do you like best about QuoteWerks?** It's nice to be able to create a quote and then when I go to sell the same product be able to cut and paste the options into a new quote.It also integrates very well into ConnectWise. **What do you dislike about QuoteWerks?** At times, Quotewerks can be a little clunky. It could use a few more bells and whistles. **Recommendations to others considering QuoteWerks:** Quotewerks is a relatively low cost quoting tool and integrates very well with ConnectWise and I believe other CRMs. **What problems is QuoteWerks solving and how is that benefiting you?** We can create bundles in Quotewerks, which is not a feature we were using before. It's quite helpful. ### 41. Not the prettiest and bulky, but gets the job done. **Rating:** 3.0/5.0 stars **Reviewed by:** Bret H. | Sales Engineer, Design, Small-Business (50 or fewer emp.) **Reviewed Date:** January 22, 2018 **What do you like best about QuoteWerks?** It's fairly quick and easy. Can customize each line item with ease. **What do you dislike about QuoteWerks?** User interface could be updated. Looks like it is ten years old. **What problems is QuoteWerks solving and how is that benefiting you?** Providing quotes to customers. We have not had any need for diving much further into it. Only a means of creating and following quotes. ### 42. Awesome product **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** May 03, 2018 **What do you like best about QuoteWerks?** Helped generate accurate quotes for my business models produced on a daily basis. **What do you dislike about QuoteWerks?** Not as user friendly as I would have liked it to be. **What problems is QuoteWerks solving and how is that benefiting you?** Solving the gap between results needed and results produced. ### 43. Slow but easy to navigate **Rating:** 1.5/5.0 stars **Reviewed by:** Gregory F. | Sr. Account Manager / New Client Development, Information Technology and Services, Small-Business (50 or fewer emp.) **Reviewed Date:** October 19, 2017 **What do you like best about QuoteWerks?** Simple to learn and utilize. Can load logo and send quotes, invoices and process orders from software easily **What do you dislike about QuoteWerks?** Super slow. Doesn't use SQL database. Does not allow for full customization with pricing. Can't open more than 5 quotes at a time. **What problems is QuoteWerks solving and how is that benefiting you?** It worked great for 6 years and then it started crashing constantly and greatly slowed performance. ### 44. Happy to be on board with Quote Werks! **Rating:** 5.0/5.0 stars **Reviewed by:** Kelly D. | General Manager, Design, Small-Business (50 or fewer emp.) **Reviewed Date:** March 08, 2017 **What do you like best about QuoteWerks?** We've been impressed with the quality of the organization when it comes to their working processes and implementation team. Every employee has been very courteous and most helpful in answering questions or providing additional information needed to move forward with the Quote Werks product What we are going to like best is having all of our product catalogs in one place and uploaded with the appropriate margins placed on them. This should improve many things for us as a company and expedite the proposal and ordering process as well as eliminate errors or forgotten items that can now be bundled together when sold. **What do you dislike about QuoteWerks?** As with any new system the time it takes to set up the back end of the software so that it performs as you intend it to do. There are some permissions for our users that we will have to play by ear and make adjustments to the longer and more we use the software. **What problems is QuoteWerks solving and how is that benefiting you?** Quote Werks should make the proposal process, pricing of products and packages for our customers so much easier as well as more professional looking. Currently we do this in an excel spreadsheet. We sell products for the home and our customers appreciate the visual aspect of seeing the items when giving their final sign off and prior to purchasing. I think Quote Valet will expedite the closing process for our sales team too. We are very new to the product but so far we are very happy with the implementation and the Quote Werks Sales Team. ### 45. Fantastic tool for building and managing sales opportunities and quotes **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Wholesale | Small-Business (50 or fewer emp.) **Reviewed Date:** December 28, 2017 **What do you like best about QuoteWerks?** I have the ability to see when my customer opens and views the quote I’ve sent to them. **What do you dislike about QuoteWerks?** That quotewerks must be ran locally. I’d love to be able to stay updated from home but cannot. Also it’s a bit frustrating that I can’t integrate it with other software I use. But overall that’s not a big deal. **What problems is QuoteWerks solving and how is that benefiting you?** Being able to generate a customized quote quickly for each customer, then knowing when they view it and following up in a timely manner has gotten us numerous sales. ### 46. Before QuoteWerks **Rating:** 4.0/5.0 stars **Reviewed by:** Jennifer S. | Office Manager, Information Technology and Services, Small-Business (50 or fewer emp.) **Reviewed Date:** March 08, 2017 **What do you like best about QuoteWerks?** What I like best about QuoteWerks it is customizable. You can customize the quotes and other documents, you can also import customized products lists. This is a big plus. Customizing the quotes and other documents was very limited with our previous vendor. Now, if we don't like the way something looks, it is very easy to change. We can also create certain style quotes for a specific customer and name them individually. **What do you dislike about QuoteWerks?** The one thing I dislike about QuoteWerks is you cannot search by what is in stock. This is the only drawback that I see. **Recommendations to others considering QuoteWerks:** Take advantage of the trial and see if it will fit your needs. If it does, then you can just purchase the license. **What problems is QuoteWerks solving and how is that benefiting you?** We are able to have multiple users logged in at the same time and share quotes easily. We are also able to easily integrate with AutoTask to link with our database of customers. ### 47. Simple to use **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Automotive | Mid-Market (51-1000 emp.) **Reviewed Date:** February 16, 2018 **What do you like best about QuoteWerks?** I like that It is easy to use. It also is affordable **What do you dislike about QuoteWerks?** It might be to “basic” I know that’s not a real “dislike” **Recommendations to others considering QuoteWerks:** Simple to use and affordable **What problems is QuoteWerks solving and how is that benefiting you?** It allows the sales team to put out a uniform quote. All of our quotes now look the same. ### 48. Great Software **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Enterprise (> 1000 emp.) **Reviewed Date:** January 26, 2018 **What do you like best about QuoteWerks?** It's user-friendly and very efficient, I love the ease of this program. **What do you dislike about QuoteWerks?** There's nothing I dislike about Quotewerks. **What problems is QuoteWerks solving and how is that benefiting you?** Product information and pricing. It's shown me a lot about the products that I wouldn't have been able to see otherwise. ### 49. Integrates well with Connectwise PSA **Rating:** 4.5/5.0 stars **Reviewed by:** Nathaniel B. | Director of IT Services, Telecommunications, Small-Business (50 or fewer emp.) **Reviewed Date:** March 08, 2017 **What do you like best about QuoteWerks?** Quotewerks provides an incredibly versatile suite of tools and integrates nearly seamlessly with our PSA of choice (Connectwise). It allowed us to remove a lot of frequent mistakes and oversights in our quoting process and has helped us streamline our sales workflow.. **What do you dislike about QuoteWerks?** The UI of the application is a bit kludgy at times and could use an update to feel more at home one Windows 10. The application is incapable of failing gracefully when encountering API issues with Connectwise which while uncommon do happen. **What problems is QuoteWerks solving and how is that benefiting you?** We were disappointed with the built-in quoting functionality of Connectwise and could not believe how much they expected us to pay for Quosal when the functionality should have been built into the system from the beginning. ### 50. This is Lifesaving! **Rating:** 4.5/5.0 stars **Reviewed by:** Jeremy H. | Sales Operations Analyst, Information Technology and Services, Small-Business (50 or fewer emp.) **Reviewed Date:** March 08, 2017 **What do you like best about QuoteWerks?** I love the automation of everything and having it all on one screen! **What do you dislike about QuoteWerks?** There could be easier automation and ability to link multiple systems together for small offices. We only have a couple people so it's not always beneficial to put it on the network (yet). **Recommendations to others considering QuoteWerks:** Think about making linking systems together easier. SOme companies are like mine and may not have benefits to have it on the network for a short time period. We have had issues linking 2 computers together to make information viewable. **What problems is QuoteWerks solving and how is that benefiting you?** Optimization and automation has been a big problem for my company early on. With the software, we have automated our process and potentially saved thousands of dollars in operations cost. ## QuoteWerks Discussions - [I'm overwhelmed with all of the CPQ and Proposal solutions. Where do I start?](https://www.g2.com/discussions/2466-i-m-overwhelmed-with-all-of-the-cpq-and-proposal-solutions-where-do-i-start) - 1 comment, 1 upvote - [Does QuoteWerks offer support?](https://www.g2.com/discussions/2465-does-quotewerks-offer-support) - 1 comment, 1 upvote - [View QuoteWerks pricing details and edition comparison](https://www.g2.com/products/quotewerks/reviews?page=2§ion=pricing&secure%5Bexpires_at%5D=2026-07-31+19%3A14%3A01+-0500&secure%5Bsession_id%5D=fdbcfd17-7bdc-4225-a158-035314fa9445&secure%5Btoken%5D=fddc4814db464384f63b1e19a82ea33b66d0d5f19ca2836963bffacd2036c761&format=llm_user) ## QuoteWerks Integrations - [Act!](https://www.g2.com/products/act/reviews) - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - [Authorize.net](https://www.g2.com/products/authorize-net/reviews) - [Autotask](https://www.g2.com/products/autotask/reviews) - [ConnectBooster](https://www.g2.com/products/connectbooster/reviews) - [ConnectWise PSA](https://www.g2.com/products/connectwise-psa/reviews) - [Dell Premier](https://www.g2.com/products/dell-premier/reviews) - [FedEx Ship Manager](https://www.g2.com/products/fedex-ship-manager/reviews) - [GreatAmerica](https://www.g2.com/products/greatamerica/reviews) - [HaloPSA](https://www.g2.com/products/halopsa/reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - [Ingram Micro](https://www.g2.com/products/ingram-micro/reviews) - [Kaseya BMS](https://www.g2.com/products/kaseya-bms/reviews) - [Microsoft Dynamics 365 Business Central](https://www.g2.com/products/microsoft-microsoft-dynamics-365-business-central/reviews) - [Pax8](https://www.g2.com/products/pax8/reviews) - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) - [QuickBooks Desktop Enterprise](https://www.g2.com/products/quickbooks-desktop-enterprise/reviews) - [QuickBooks Desktop Pro](https://www.g2.com/products/quickbooks-desktop-pro/reviews) - [QuickBooks Online](https://www.g2.com/products/quickbooks-online/reviews) - [Salesforce Headless 360 Platform (formerly Salesforce Platform)](https://www.g2.com/products/agentforce-360-platform-formerly-salesforce-platform/reviews) - [ScanSource](https://www.g2.com/products/scansource/reviews) - [Stripe Billing](https://www.g2.com/products/stripe-billing/reviews) - [SugarCRM](https://www.g2.com/products/sugarcrm-sugarcrm/reviews) - [TD SYNNEX](https://www.g2.com/products/synnex-td-synnex/reviews) - [TD SYNNEX](https://www.g2.com/products/td-synnex/reviews) - [Xero](https://www.g2.com/products/xero/reviews) - [Zapier](https://www.g2.com/products/zapier/reviews) - [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) ## QuoteWerks Features **Configuration - cpq** - Product Catalog - Guided Selling - Configuration Rules - Price Configuration - Visual Configuration **Document Creation** - Customizability: Variables and Fields - Template Creation and Flexibility - Rich Media - Online Document Creation - PDF Creation - Custom Branding **Customer Requirements** - Quoting - Configuration - Pricing **Pricing** - Pricing Flexibility - Discounting - Commerical Rules - Terms and Conditions - Approval Workflow - Renewals **Workflow** - Document Builder Interface - Collaborative Creation - Assembly and Approval Workflows **Contracts** - Creation - Negotiation - Execution **Quoting** - Grouping - Version Control - Quote Document Generation - Ordering - Contracts **Analytics** - Engagement Tracking - Proposal Effectiveness Reporting - Reporting and Dashboards **Revenue** - Invoicing - Matching - Recognition **Admin** - Configuration Ease of Admin - Pricing Administration - Workflow Management - Document Management **Administration and Platform** - User, Role, and Access Management - Alerts and Notifications - CRM Integration - E-Signature Integration - CPQ Integration - API / Integrations **Channels** - Mobile User Support - Channel Partner Support - eCommerce **Generative AI** - AI Text Generation **Platform** - CRM Integration - Integration API - Internationalization - Scalability - Reporting and Dashboards - ERP Integration **Generative AI - cpq** - Dynamic Quoting - Dynamic Pricing - Personalized Sale Recommendations ## Top QuoteWerks Alternatives - [ConnectWise CPQ](https://www.g2.com/products/connectwise-cpq/reviews) - 4.0/5.0 (122 reviews) - [Vendavo](https://www.g2.com/products/vendavo-vendavo/reviews) - 4.3/5.0 (66 reviews) - [Agentforce Revenue Management (formerly Salesforce Revenue Cloud)](https://www.g2.com/products/agentforce-revenue-management-formerly-salesforce-revenue-cloud/reviews) - 4.2/5.0 (1,408 reviews)