--- title: QuoteWerks Reviews meta_title: 'QuoteWerks Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 206 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: 206 scale: '5' date_modified: '2026-08-13' 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:** 206 ## 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. Makes quotes easier, especially when juggling multiple vendors **Rating:** 4.5/5.0 stars **Reviewed by:** Rowena H. | Operations / Admin Coordinator / CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** November 25, 2025 **What do you like best about QuoteWerks?** It's an awesome tool for quoting and overall bookkeeping. I like that it keeps my vendor pricing in one place every time my team or I prepare a quote. Since we can copy older quotes and adjust them, it basically becomes our brand template, so it cuts time for both us and the customer to pay for the product we sell, since we are working with networks, we sell many VOIP phones, and we have our most sold models, so with QuoteWerks it's came to a point that even my kids knew how to do a quote. **What do you dislike about QuoteWerks?** Interface feels really old compared to some other apps. I am old school, so It doesn't bother me at all, mostly my employees **What problems is QuoteWerks solving and how is that benefiting you?** With this service quoting becomes consistent, it removes a lot of mistakes that we did manually before. Now I don't check 3 places to confirm pricing, and the quote history stays in place. Really it turned our check out process into a fast and easy thing. ### 2. Effortless Organization and Flexibility with Powerful Integrations **Rating:** 4.5/5.0 stars **Reviewed by:** Julian R. | Technical Consulting, Enterprise (> 1000 emp.) **Reviewed Date:** December 02, 2025 **What do you like best about QuoteWerks?** It has helped me maintain organized processes, reduce errors, professionalize client presentations, and facilitate follow-up. It also helps manage multiple suppliers/distributors more effectively because its easy implementation simplifies everything. Its integration capabilities are a major advantage because they are both easy and comprehensive. When I start generating a quote with QuoteWerks Web, I can do it directly from the browser without installing anything, giving me freedom and flexibility when working from different locations. Furthermore, all data, quotes, and histories are stored in a secure, centralized database. **What do you dislike about QuoteWerks?** It does have its imperfections, especially in template design; it's not the best, but it's not the worst either—it's simply not what I expected. **What problems is QuoteWerks solving and how is that benefiting you?** I can access previous quotes, duplicate them, track them, and quickly review margins or the history of each client, which improves the overall organization of the sales process and, in general, the development of the work towards a common goal for the entire team. ### 3. Dramatic Time Savings and Professional Quotes, Minor Learning Curve **Rating:** 5.0/5.0 stars **Reviewed by:** Sylvie P. | Consultant in Organisation & Change Management, Consulting, Small-Business (50 or fewer emp.) **Reviewed Date:** November 03, 2025 **What do you like best about QuoteWerks?** The biggest impact that QuoteWerks has had on our team is the speed of response, sometimes taking more than an hour to square prices, and this tool reduced the quote time from 1 hour to 10 minutes or less, discounts and easy and professional templates. It is a very good tool for any company that seeks to improve almost immediately. **What do you dislike about QuoteWerks?** Interface a little difficult to understand at first stay, but then it becomes a piece fo cake, it could be improved. **What problems is QuoteWerks solving and how is that benefiting you?** I have for low cost a poweful quotes engine that gives me speed and professionalism, it is a tool for companies that like to stand out from the market, keep their accounts organized and clean. ### 4. Streamlines Quoting Process with Reliable Integrations **Rating:** 4.5/5.0 stars **Reviewed by:** Sagar P. **Reviewed Date:** October 23, 2025 **What do you like best about QuoteWerks?** I have been using QuoteWerks for 3 years primarily for CRM and accounting purposes, and I appreciate how it helps me create accurate and professional quotes quickly without the need to juggle multiple spreadsheets or emails. I love how it keeps pricing, products, and client information organized, streamlining my sales process by saving time, reducing errors, and making everything flow smoothly and professionally. The product and pricing database is incredibly useful as it centralizes all product details, SKUs, and pricing. It automatically handles discounts and bundles, which keeps consistency across quotes and speeds up the quoting process. I find the customizable quote templates extremely beneficial for aligning with our branding, and the ability to generate professional quotes and proposals quickly is a massive time-saver. I also enjoy the reporting tools, which make tracking sales and follow-ups much easier. QuoteWerks integrates well with our CRM and accounting software, ensuring that client info, pricing, and invoices flow smoothly between systems without duplicate data entries. It enhances my workflow by ensuring that client data and contact info automatically sync and that quotes move directly into the accounting software for invoicing, reducing errors and speeding up the billing process. Overall, it efficiently streamlines the entire sales-to-payment process, making it much smoother. **What do you dislike about QuoteWerks?** I find the user interface feels a bit dated, which affects the ease of navigation and setup. A more modern, intuitive design would enhance the experience significantly. Additionally, I see the need for more automation options, such as automatically generating and sending recurring quotes on a set schedule or performing bulk updates for pricing, discounts, or product info across multiple quotes, which would be incredibly beneficial for efficiency. **What problems is QuoteWerks solving and how is that benefiting you?** I use QuoteWerks to generate accurate, professional quotes efficiently, which reduces my reliance on multiple spreadsheets and emails. It organizes pricing, products, and client information, saving time, minimizing errors, and enhancing the professionalism of my sales process. ## 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?filters%5Bsentiment_snippet%5D=2323255&qs=pros-and-cons§ion=pricing&secure%5Bexpires_at%5D=2026-08-14+23%3A25%3A29+-0500&secure%5Bsession_id%5D=0ffb9b8c-e039-431b-be7a-e157eb8da917&secure%5Btoken%5D=5a622658a0773dc853dd70ee4f649c509f3bb787abc099fd4200602f1e6ee25f&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) - 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Calendar Management - Catalog Management - Client Portal - Discount Management - Real-Time Data - Proposal Generation - Billing & Invoicing - Generative AI - Customizable Branding - Template Management - Document Management - Estimating - Email Management - Third-Party Integrations - Reporting & Statistics - Access Controls/Permissions - Customizable Fields - CRM - Pricing Management - API - Accounting Integration - Activity Dashboard - Contract/License Management - Electronic Payments - Audit Trail - Quotes/Estimates **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 - Approval Process Control **Analytics** - Engagement Tracking - Proposal Effectiveness Reporting - Reporting and Dashboards **Revenue** - Invoicing - Matching - Recognition **Admin** - Configuration Ease of Admin - Pricing Administration - Workflow Management - Document Management - Contact Management - Discount Management - Catalog Management - Contract/License Management - Renewal Management - Price/Margin Management - Order Management **Administration and Platform** - User, Role, and Access Management - Alerts and Notifications - CRM Integration - Electronic Signature - CPQ Integration - API / Integrations - Contract/License Management - Knowledge Base Management - Contact Management - RFP Management - Workflow Management - Document Management - Task Management - API **Channels** - Mobile User Support - Channel Partner Support - eCommerce **Generative AI** - AI Text Generation - Generative AI - Proposal Generation **Additional Functionality** - Templates - Collaboration Tools - AI Copilot - CRM - Automatic Formatting - Client Portal - Access Controls/Permissions - Quotes/Estimates - Customizable Reports - Content Library - Data Import/Export - Document Review - Document Automation - Reminders - Audit Trail - Reporting & Statistics - Approval Process Control - Version Control **Platform** - CRM Integration - Integration API - Internationalization - Scalability - Reporting and Dashboards - ERP Integration - Activity Dashboard - Third-Party Integrations **Generative AI - cpq** - Dynamic Quoting - Dynamic Pricing - Personalized Sale Recommendations **Additional Functionality** - Price and Cost Calculations - Data Visualization - Rules Engine - Real-Time Data - Quotes/Estimates - Audit Trail - Drag & Drop - Access Controls/Permissions - Sales Automation - Document Storage - AI Copilot - CRM - Customizable Templates - Product Configurator - Self Service Portal - Forecasting - Bills of Material - Multi-Currency - Generative AI - Customizable Branding - Electronic Signature - Document Templates - Reporting & Statistics ## 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)