# ConnectWise CPQ vs QuoteWerks Comparison

| | ConnectWise CPQ | QuoteWerks | 
|---|---|---|
| **Star Rating** | 4.0 out of 5 | 4.4 out of 5 | 
| **Total Reviews** | 142 | 196 | 
| **Largest Market Segment** | Small-Business (54.5% of reviews) | Small-Business (74.9% of reviews) | 
| **Entry Level Price** | No pricing available | $50.00 1 Concurrent User Per Month | 

---
## Top Pros & Cons

### ConnectWise CPQ

Pros:
- Customization (3 reviews)
- Customer Support (2 reviews)

Cons:
- Difficult Editing (2 reviews)
- Bug Issues (1 reviews)

### QuoteWerks

Pros:
- Ease of Use (15 reviews)
- Efficiency (10 reviews)

Cons:
- Poor Interface Design (4 reviews)
- Complex Setup (3 reviews)

---
## Ratings Comparison
| Rating | ConnectWise CPQ | QuoteWerks | 
|---|---|---|
  | **Meets Requirements** | 8.2 (119 reviews) | 8.8 (172 reviews) | 
  | **Ease of Use** | 7.8 (119 reviews) | 8.3 (171 reviews) | 
  | **Ease of Setup** | 7.1 (65 reviews) | 8.0 (86 reviews) | 
  | **Ease of Admin** | 7.6 (65 reviews) | 8.3 (78 reviews) | 
  | **Quality of Support** | 7.6 (113 reviews) | 8.6 (162 reviews) | 
  | **Has the product been a good partner in doing business?** | 8.4 (66 reviews) | 9.1 (77 reviews) | 
  | **Product Direction (% positive)** | 7.4 (119 reviews) | 8.4 (170 reviews) | 

---
## Pricing

### ConnectWise CPQ

#### Entry-Level Pricing

No pricing available

#### Free Trial

No information available

### QuoteWerks

#### Entry-Level Pricing

Plan: ESSENTIAL

Price: $50.00 1 Concurrent User Per Month

Description: For Teams & Startups
Ideal for businesses that need a powerful, fundamental quoting solution to streamline their sales process.

Key Features:
- Unlimited Quotes
- Unlimited Named Users 
- Bundles and Configurator

[Browse all 3 editions](https://www.g2.com/products/quotewerks/pricing)

#### Free Trial

Yes

---
## Features Comparison By Category

### E-Signature

| Product | Score | Reviews |
|---|---|---|
| **ConnectWise CPQ** | N/A | N/A |
| **QuoteWerks** | N/A | N/A |

#### Signature Process

| Feature | ConnectWise CPQ | QuoteWerks | 
|---|---|---|
| **Document Signing** | Not enough data | Not enough data | 
| **Reminders and Expirations** | Not enough data | Not enough data | 
| **Sign-In Process** | Not enough data | Not enough data | 
| **Mobile Signatures** | Not enough data | Not enough data | 
| **Signature Workflow** | Not enough data | Not enough data | 
| **Bulk Digital Signatures ** | Not enough data | Not enough data | 
| **Reporting** | Not enough data | Not enough data | 
| **Signature Document Creation** | Not enough data | Not enough data | 

#### Agentic AI - E-Signature

| Feature | ConnectWise CPQ | QuoteWerks | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 
| **Cross-system Integration** | Not enough data | Not enough data | 
| **Adaptive Learning** | Not enough data | Not enough data | 
| **Natural Language Interaction** | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | 
| **Decision Making** | Not enough data | Not enough data | 

#### Security and Scalability

| Feature | ConnectWise CPQ | QuoteWerks | 
|---|---|---|
| **Regulatory Compliance** | Not enough data | Not enough data | 
| **Signature History and Audit** | Not enough data | Not enough data | 
| **Enterprise Scalability** | Not enough data | Not enough data | 

#### Platform

| Feature | ConnectWise CPQ | QuoteWerks | 
|---|---|---|
| **Custom Branding** | Not enough data | Not enough data | 
| **User, Role, and Access Management** | Not enough data | Not enough data | 
| **Internationalization** | Not enough data | Not enough data | 
| **Performance and Reliability** | Not enough data | Not enough data | 
| **Integration APIs** | Not enough data | Not enough data | 

### CPQ

| Product | Score | Reviews |
|---|---|---|
| **ConnectWise CPQ** | 7.6/10 | 57 |
| **QuoteWerks** | 8.7/10 | 110 |

#### Configuration - cpq

| Feature | ConnectWise CPQ | QuoteWerks | 
|---|---|---|
| **Product Catalog** | 7.6 (40 reviews) | 8.5 (91 reviews) ✓ Verified | 
| **Guided Selling** | 6.7 (29 reviews) ✓ Verified | 8.1 (63 reviews) ✓ Verified | 
| **Configuration Rules** | 7.2 (35 reviews) ✓ Verified | 8.2 (76 reviews) ✓ Verified | 
| **Price Configuration** | 8.1 (39 reviews) ✓ Verified | 8.5 (85 reviews) ✓ Verified | 
| **Visual Configuration** | 7.3 (35 reviews) ✓ Verified | 8.3 (76 reviews) ✓ Verified | 

#### Pricing

| Feature | ConnectWise CPQ | QuoteWerks | 
|---|---|---|
| **Pricing Flexibility** | 7.9 (44 reviews) ✓ Verified | 8.8 (90 reviews) ✓ Verified | 
| **Discounting** | 7.7 (42 reviews) ✓ Verified | 8.8 (94 reviews) ✓ Verified | 
| **Commerical Rules** | 7.6 (32 reviews) ✓ Verified | 8.7 (70 reviews) | 
| **Terms and Conditions** | 7.9 (39 reviews) ✓ Verified | 8.7 (80 reviews) | 
| **Approval Workflow** | 8.0 (45 reviews) ✓ Verified | 8.6 (68 reviews) ✓ Verified | 
| **Renewals** | 8.1 (36 reviews) ✓ Verified | 8.6 (67 reviews) ✓ Verified | 

#### Quoting

| Feature | ConnectWise CPQ | QuoteWerks | 
|---|---|---|
| **Grouping** | 7.9 (38 reviews) | 8.8 (89 reviews) ✓ Verified | 
| **Version Control** | 8.1 (42 reviews) ✓ Verified | 8.6 (81 reviews) ✓ Verified | 
| **Quote Document Generation** | 8.6 (45 reviews) ✓ Verified | 8.9 (93 reviews) ✓ Verified | 
| **Ordering** | 8.2 (38 reviews) ✓ Verified | 8.8 (73 reviews) ✓ Verified | 
| **Contracts** | 7.9 (36 reviews) ✓ Verified | 8.7 (63 reviews) ✓ Verified | 

#### Admin

| Feature | ConnectWise CPQ | QuoteWerks | 
|---|---|---|
| **Configuration Ease of Admin** | 7.6 (29 reviews) ✓ Verified | 8.4 (50 reviews) ✓ Verified | 
| **Pricing Administration** | 7.6 (28 reviews) ✓ Verified | 8.5 (47 reviews) ✓ Verified | 
| **Workflow Management** | 7.5 (26 reviews) ✓ Verified | 8.4 (38 reviews) ✓ Verified | 
| **Document Management** | 7.8 (26 reviews) ✓ Verified | 8.6 (44 reviews) ✓ Verified | 

#### Channels

| Feature | ConnectWise CPQ | QuoteWerks | 
|---|---|---|
| **Mobile User Support** | 6.7 (28 reviews) ✓ Verified | 7.4 (51 reviews) ✓ Verified | 
| **Channel Partner Support** | 7.1 (30 reviews) ✓ Verified | 8.4 (63 reviews) ✓ Verified | 
| **eCommerce** | Feature Not Available | 8.5 (52 reviews) ✓ Verified | 

#### Platform

| Feature | ConnectWise CPQ | QuoteWerks | 
|---|---|---|
| **CRM Integration** | 8.3 (27 reviews) ✓ Verified | 9.0 (48 reviews) ✓ Verified | 
| **Integration API** | 7.8 (20 reviews) ✓ Verified | 8.9 (33 reviews) ✓ Verified | 
| **Internationalization** | 7.3 (13 reviews) | 8.7 (23 reviews) ✓ Verified | 
| **Scalability** | 8.0 (27 reviews) ✓ Verified | 9.0 (47 reviews) ✓ Verified | 
| **Reporting and Dashboards** | 6.7 (27 reviews) ✓ Verified | 8.8 (40 reviews) ✓ Verified | 
| **ERP Integration** | Not enough data | 9.2 (6 reviews) | 

#### Generative AI - cpq

| Feature | ConnectWise CPQ | QuoteWerks | 
|---|---|---|
| **Dynamic Quoting** | Not enough data | 9.8 (7 reviews) | 
| **Dynamic Pricing** | Not enough data | 9.8 (7 reviews) | 
| **Personalized Sale Recommendations** | Not enough data | 9.5 (7 reviews) | 

### Proposal

| Product | Score | Reviews |
|---|---|---|
| **ConnectWise CPQ** | 8.0/10 | 95 |
| **QuoteWerks** | 8.6/10 | 133 |

#### Document Creation

| Feature | ConnectWise CPQ | QuoteWerks | 
|---|---|---|
| **Customizability: Variables and Fields** | 7.8 (74 reviews) ✓ Verified | 8.6 (118 reviews) ✓ Verified | 
| **Template Creation and Flexibility** | 7.4 (76 reviews) ✓ Verified | 8.4 (120 reviews) ✓ Verified | 
| **Rich Media** | 8.0 (65 reviews) ✓ Verified | 8.0 (99 reviews) ✓ Verified | 
| **Online Document Creation** | 8.4 (73 reviews) ✓ Verified | 8.8 (90 reviews) ✓ Verified | 
| **PDF Creation** | 8.9 (76 reviews) ✓ Verified | 9.3 (116 reviews) ✓ Verified | 
| **Custom Branding** | 8.8 (74 reviews) ✓ Verified | 9.1 (113 reviews) ✓ Verified | 

#### Workflow

| Feature | ConnectWise CPQ | QuoteWerks | 
|---|---|---|
| **Document Builder Interface** | 7.4 (70 reviews) ✓ Verified | 8.2 (103 reviews) ✓ Verified | 
| **Collaborative Creation** | 7.6 (65 reviews) ✓ Verified | 8.2 (82 reviews) ✓ Verified | 
| **Assembly and Approval Workflows** | 7.6 (70 reviews) ✓ Verified | 8.4 (83 reviews) ✓ Verified | 

#### Analytics

| Feature | ConnectWise CPQ | QuoteWerks | 
|---|---|---|
| **Engagement Tracking** | Feature Not Available | 8.7 (79 reviews) ✓ Verified | 
| **Proposal Effectiveness Reporting** | 7.5 (61 reviews) ✓ Verified | 8.6 (76 reviews) ✓ Verified | 
| **Reporting and Dashboards** | 7.4 (67 reviews) ✓ Verified | 8.3 (88 reviews) ✓ Verified | 

#### Administration and Platform

| Feature | ConnectWise CPQ | QuoteWerks | 
|---|---|---|
| **User, Role, and Access Management** | 8.4 (68 reviews) ✓ Verified | 8.6 (104 reviews) ✓ Verified | 
| **Alerts and Notifications** | 7.8 (68 reviews) ✓ Verified | 8.5 (91 reviews) ✓ Verified | 
| **CRM Integration** | 8.4 (69 reviews) ✓ Verified | 8.8 (99 reviews) ✓ Verified | 
| **E-Signature Integration** | 8.7 (69 reviews) ✓ Verified | 8.9 (74 reviews) ✓ Verified | 
| **CPQ Integration** | 8.1 (54 reviews) ✓ Verified | 8.7 (72 reviews) ✓ Verified | 
| **API / Integrations** | 8.1 (57 reviews) ✓ Verified | 8.8 (84 reviews) ✓ Verified | 

#### Generative AI

| Feature | ConnectWise CPQ | QuoteWerks | 
|---|---|---|
| **AI Text Generation** | Not enough data | 8.6 (6 reviews) | 

### Quote-to-Cash

| Product | Score | Reviews |
|---|---|---|
| **ConnectWise CPQ** | N/A | N/A |
| **QuoteWerks** | 9.5/10 | 13 |

#### Customer Requirements

| Feature | ConnectWise CPQ | QuoteWerks | 
|---|---|---|
| **Quoting** | Not enough data | 9.7 (11 reviews) | 
| **Configuration** | Not enough data | 9.7 (10 reviews) | 
| **Pricing** | Not enough data | 9.5 (10 reviews) | 

#### Contracts

| Feature | ConnectWise CPQ | QuoteWerks | 
|---|---|---|
| **Creation** | Not enough data | 9.3 (10 reviews) | 
| **Negotiation** | Not enough data | 9.0 (10 reviews) | 
| **Execution** | Not enough data | 9.1 (9 reviews) | 

#### Revenue

| Feature | ConnectWise CPQ | QuoteWerks | 
|---|---|---|
| **Invoicing** | Not enough data | 9.5 (10 reviews) | 
| **Matching** | Not enough data | 9.8 (10 reviews) | 
| **Recognition** | Not enough data | 9.7 (10 reviews) | 

---
## Categories
**Shared Categories (3):** [CPQ Software](https://www.g2.com/categories/cpq), [Proposal Software](https://www.g2.com/categories/proposal), [Quote-to-Cash Software](https://www.g2.com/categories/quote-to-cash)

**Unique to ConnectWise CPQ (1):** [E-Signature Software](https://www.g2.com/categories/e-signature)



---
## Reviewer Demographics

### By Company Size

| Segment | ConnectWise CPQ | QuoteWerks | 
|---|---|---|
| **Small-Business** | 54.5% | 74.9% | 
| **Mid-Market** | 41.3% | 16.8% | 
| **Enterprise** | 4.1% | 8.4% | 

### By Industry

#### ConnectWise CPQ

- **Information Technology and Services:** 54.9%
- **Computer & Network Security:** 7.4%
- **Computer Networking:** 6.6%
- **Telecommunications:** 3.3%
- **Broadcast Media:** 3.3%
- **Computer Software:** 3.3%
- **Health, Wellness and Fitness:** 2.5%
- **Accounting:** 1.6%
- **Computer Hardware:** 1.6%
- **Banking:** 0.8%
- **Other:** 14.8%

#### QuoteWerks

- **Information Technology and Services:** 38.0%
- **Computer Networking:** 6.7%
- **Computer Software:** 4.5%
- **Retail:** 4.5%
- **Telecommunications:** 3.9%
- **Computer & Network Security:** 2.8%
- **Marketing and Advertising:** 2.8%
- **Insurance:** 1.7%
- **Electrical/Electronic Manufacturing:** 1.7%
- **Machinery:** 1.7%
- **Other:** 31.8%

---
## Alternatives

### Alternatives to ConnectWise CPQ

- [Agentforce Revenue Management (formerly Salesforce Revenue Cloud)](https://www.g2.com/products/agentforce-revenue-management-formerly-salesforce-revenue-cloud/reviews) — 4.2/5 stars (1502 reviews)
- [PandaDoc](https://www.g2.com/products/pandadoc/reviews) — 4.7/5 stars (3477 reviews)
- [Conga Advantage CPQ](https://www.g2.com/products/conga-advantage-cpq/reviews) — 4.2/5 stars (235 reviews)
- [Conga Composer](https://www.g2.com/products/conga-composer/reviews) — 4.4/5 stars (905 reviews)
- [Oracle CPQ](https://www.g2.com/products/oracle-cpq/reviews) — 4.0/5 stars (271 reviews)
- [Proposify](https://www.g2.com/products/proposify/reviews) — 4.6/5 stars (1134 reviews)
- [ClientPoint](https://www.g2.com/products/clientpoint/reviews) — 4.5/5 stars (198 reviews)
- [Vendavo](https://www.g2.com/products/vendavo-vendavo/reviews) — 4.3/5 stars (68 reviews)
- [DealHub](https://www.g2.com/products/dealhub/reviews) — 4.7/5 stars (847 reviews)
- [Docusign](https://www.g2.com/products/docusign/reviews) — 4.5/5 stars (2598 reviews)

### Alternatives to QuoteWerks

- [Vendavo](https://www.g2.com/products/vendavo-vendavo/reviews) — 4.3/5 stars (68 reviews)
- [Agentforce Revenue Management (formerly Salesforce Revenue Cloud)](https://www.g2.com/products/agentforce-revenue-management-formerly-salesforce-revenue-cloud/reviews) — 4.2/5 stars (1502 reviews)
- [Oracle CPQ](https://www.g2.com/products/oracle-cpq/reviews) — 4.0/5 stars (271 reviews)
- [PandaDoc](https://www.g2.com/products/pandadoc/reviews) — 4.7/5 stars (3477 reviews)
- [Conga Advantage CPQ](https://www.g2.com/products/conga-advantage-cpq/reviews) — 4.2/5 stars (235 reviews)
- [DealHub](https://www.g2.com/products/dealhub/reviews) — 4.7/5 stars (847 reviews)
- [Proposify](https://www.g2.com/products/proposify/reviews) — 4.6/5 stars (1134 reviews)
- [ClientPoint](https://www.g2.com/products/clientpoint/reviews) — 4.5/5 stars (198 reviews)
- [Qwilr](https://www.g2.com/products/qwilr/reviews) — 4.6/5 stars (895 reviews)
- [XaitCPQ](https://www.g2.com/products/xaitcpq/reviews) — 4.4/5 stars (43 reviews)

---
## Top Discussions

### ConnectWise CPQ

- Title: [I have 3 PC’s I need to run Quosal on. Must I purchase a copy for each PC?](https://www.g2.com/discussions/multiple-computers) — 1 comment, 1 upvote *(includes official response)*
  > **Top comment:** "Quosal is licensed by user, not by device. You can run the browser based version of Quosal on any number of devices without activation. You can install and..."
- Title: [Do my salespeople need a license if we have one admin that prepares quotes for all of them?](https://www.g2.com/discussions/multiple-licenses) — 1 comment, 1 upvote *(includes official response)*
  > **Top comment:** "Yes, each quote preparer AND the salespeople they are preparing quotes for require a license. If the salesperson’s name will appear on the quote, and if..."
- Title: [How does “named user” licensing work?](https://www.g2.com/discussions/named-user-licensing) — 1 comment, 1 upvote *(includes official response)*
  > **Top comment:** "“Named User” licensing means that each user that uses Quosal needs a license. Each user logs into and uses Quosal with their own login credentials. Their..."

### QuoteWerks

- Title: [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 *(includes official response)*
  > **Top comment:** "We're here to make that decision easier.

QuoteWerks has been developed and refined for over 23 years and is used by over 78,000 users worldwide...."
- Title: [Does QuoteWerks offer support?](https://www.g2.com/discussions/2465-does-quotewerks-offer-support) — 1 comment, 1 upvote *(includes official response)*
  > **Top comment:** "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..."

---
**Source:** [G2.com](https://www.g2.com) | [Comparison Page](https://www.g2.com/compare/connectwise-cpq-vs-quotewerks)