--- 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: '2026-07-07' 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 value the **ease of use** of QuoteWerks, appreciating its efficient quote creation and organized workflow management. (15 reviews) - Users love the **efficiency** of QuoteWerks, quickly transforming quotes into orders and enhancing workflow seamlessly. (10 reviews) - Users appreciate the **customizable templates** of QuoteWerks for creating professional quotes quickly and efficiently. (9 reviews) - Users appreciate the **efficiency improvement** of QuoteWerks, enhancing workflow and speeding up the quoting process substantially. (8 reviews) - Users value the **seamless integrations** of QuoteWerks, enhancing workflow with CRM and accounting tools for efficiency. (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** , making navigation and setup more challenging than in modern applications. (4 reviews) - Users find the **complex setup** of QuoteWerks time-consuming, especially with a large number of products and services. (3 reviews) - Users find the **interface dated** , impacting navigation and setup, especially for younger employees seeking a modern design. (2 reviews) - Users feel that QuoteWerks is **expensive** , especially considering the time-consuming initial deployment and integration process. (2 reviews) - Users experience **billing issues** and find the deployment process more time-consuming than anticipated during integration. (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. Efficient Quote Management but Needs Collaboration Improvement **Rating:** 3.5/5.0 stars **Reviewed by:** Simon B. | Chief Revenue Officer (CRO) at Intelligent Visibility, Information Technology and Services, Small-Business (50 or fewer emp.) **Reviewed Date:** July 01, 2026 **What do you like best about QuoteWerks?** I find QuoteWerks relatively easy to use, and it's straightforward to train new people to use it. It's also cost-effective, which I appreciate. **What do you dislike about QuoteWerks?** The biggest challenge is that only a single person can access a quote at a given time, which constantly means we're running into sharing errors and having to message people to log out or close out their access to a quote. The other thing is there's not a lot of flexibility with cutting and pasting, finding, and replacing in certain fields as you're building a quote, which makes it much less efficient than it should be for doing things like large renewal proposals. **What problems is QuoteWerks solving and how is that benefiting you?** I find QuoteWerks effective for managing quotes from multiple technology partners, standardizing them for customers, and integrating with QuickBooks and our revenue ops tool chain. **Official Response from Brian Laufer:** > Thank you for the thoughtful review. We’re glad to hear that QuoteWerks has been easy to use, cost-effective, straightforward to train new users on, and helpful in managing quotes across multiple technology partners while integrating with QuickBooks and your revenue operations workflow. We also appreciate the candid feedback around quote access and editing efficiency. The single-user quote access model helps protect quote data integrity, but we understand it can create friction when multiple team members are working around the same quote. On the editing side, there may be some existing functionality that can help with the copy/paste, find-and-replace, and larger renewal proposal workflows you mentioned, including Edit | Apply Multi Line Changes, Paste Special, and other tools. If you have not already, we’d encourage you to reach out to our support team so we can better understand the specific workflow and help identify the best options. Thank you again for being a QuoteWerks customer and for sharing practical feedback we can use as we continue improving the product. ### 2. QuoteWerks Streamlines Quotes with Fast, Accurate Proposals and Strong Integrations **Rating:** 4.5/5.0 stars **Reviewed by:** Yolanda J. | Accounting Assistant, Enterprise (> 1000 emp.) **Reviewed Date:** April 06, 2026 **What do you like best about QuoteWerks?** I have found QuoteWerks to be an indispensable tool for my daily work. Since I began using it, my management of quotes and proposals has become much more efficient. The platform allows me to create accurate and detailed quotes in a matter of minutes, saving me time and minimizing errors. What I value most is its integration with other financial and accounting systems we use within the company. I can easily link quotes to our CRM and billing system, ensuring that all information remains synchronized and available for reviews or audits. Furthermore, the interface is intuitive and flexible, allowing me to customize documents to suit the specific needs of each client or project. The ability to generate clear reports and export them greatly facilitates our sales analysis and financial planning. **What do you dislike about QuoteWerks?** One of the less positive aspects I have noticed is that the platform can be somewhat complex at first, especially if you need to configure integrations with other accounting systems or CRMs. It takes time to master all the advanced features and ensure that data flows correctly between platforms. If not configured carefully, there is a risk of inconsistencies in client or pricing information, which could complicate reporting or audits. **What problems is QuoteWerks solving and how is that benefiting you?** QuoteWerks has transformed the way I handle quotes and proposals, optimizing my productivity and ensuring greater accuracy in all accounting processes related to sales and clients. It is an investment that truly pays off in terms of the accounting department's efficiency and organization. ### 3. QuoteWerks Makes Professional, Accurate Quotes Fast **Rating:** 5.0/5.0 stars **Reviewed by:** Rachel N. | Account Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** April 21, 2026 **What do you like best about QuoteWerks?** QuoteWerks makes it incredibly easy to generate professional, accurate quotes in a short amount of time. When I previously worked for and IT company, it allowed me to get up and running quickly and I was able to generate quotes for customers effortlessly. I especially appreciated how easy it was to customize quotes and pull together detailed pricing for customers. **What do you dislike about QuoteWerks?** The interface can feel a bit outdated, and some features require a little digging to fully utilize and look up proruct numbers but once you become familiar with the system, it becomes much easier to navigate. **What problems is QuoteWerks solving and how is that benefiting you?** It solved the challenge of slow and inconsistent quote creation by centralizing pricing and simplifying the process, allowing us to create and send quotes quickly and accurately. **Official Response from Brian Laufer:** > Rachel, thank you for sharing your feedback. We’re glad to hear that QuoteWerks helped you quickly create professional, accurate quotes and made it easier to customize quotes and pull together detailed pricing for customers. We also appreciate your comments about the interface and learning curve. QuoteWerks has a lot of depth, and we understand that some features can take a little time to discover. That feedback is one of the reasons we have continued investing heavily in QuoteWerks Web, which provides a more modern, browser-based quoting experience while still supporting the flexibility and functionality customers rely on. It is great to hear that QuoteWerks helped centralize pricing, reduce slow and inconsistent quote creation, and make the quoting process faster and more accurate. Thank you again for being a QuoteWerks customer and for taking the time to share your experience. ### 4. Useful Quoting Tool, But Slow and Buggy with Web vs Local Inconsistencies **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** July 01, 2026 **What do you like best about QuoteWerks?** Its our quoting software, so I have to use it. It really has some limitations though. **What do you dislike about QuoteWerks?** I have been using the web version, and it works so different than the local version. Quoteworks is slow and buggy. My quotes look completly different in the web vs local version even though its literally the same quote. The software is incredibly buggy and will freeze or crash. **What problems is QuoteWerks solving and how is that benefiting you?** We need a quoting platform for our business. I didn't pick quotewerks. It seems to integrate will into connectwise manage (PSA) **Official Response from Brian Laufer:** > Thank you for sharing this feedback. We’re sorry to hear that your experience with QuoteWerks Web and QuoteWerks Desktop has been frustrating. Since this review is anonymous, we are not able to look up your account or review your specific environment, but we would strongly encourage you to contact our support team so we can investigate the slowness, freezing, crashing, and layout differences you described. For customers using QuoteWerks in a hybrid Web and Desktop environment, performance and behavior can depend on several factors, including whether your QuoteWerks database is hosted in your own SQL environment or in the QuoteWerks cloud. Release version is also very important. In a standalone QuoteWerks Web environment, QuoteWerks Web is automatically updated. In a hybrid environment, the QuoteWerks Desktop installation determines the release of QuoteWerks Web available to your organization, so keeping QuoteWerks Desktop current is important. We have made significant updates to QuoteWerks Web in recent releases, including improvements to functionality, performance, and overall look and feel. If your Desktop installation has not been updated recently, you may not be seeing the latest QuoteWerks Web improvements. Regarding quote layouts, QuoteWerks Web and Desktop can use the same shared layouts so quotes can look consistent between both environments. In some cases, differences may be related to which layout/template is being used or how the layout has been configured by your administrator. We’re glad to hear that QuoteWerks is supporting your quoting process and ConnectWise Manage / PSA integration. Please reach out to our support team so we can better understand your setup and help resolve the specific issues you are running into. ### 5. High Flexibility in Configuring Product Pricing Models to Ensure Standardized Deal Governance **Rating:** 5.0/5.0 stars **Reviewed by:** Sarah C. | Marketing Director, Mid-Market (51-1000 emp.) **Reviewed Date:** June 09, 2026 **What do you like best about QuoteWerks?** It has delivered clear value in standardizing and simplifying product quoting for our organization and this has improved our ability to quickly share quotes when working with multiple buyers on the same deal. **What do you dislike about QuoteWerks?** The platform offers so many great quote management features and super helpful support team that I lack anything to list as a dislike. **What problems is QuoteWerks solving and how is that benefiting you?** The platform supports easy handling of various pricing models and contracting options enabling us to easily manage complex deal scenarios such as renewals and multi-year deals which helps move deals from proposal to completed contract more quickly. **Official Response from Brian Laufer:** > Sarah, thank you for the thoughtful review. We’re glad to hear that QuoteWerks is helping your organization standardize and simplify the quoting process while making it easier to share quotes quickly with multiple buyers. It is also great to hear that the flexibility around pricing models, contracting options, renewals, and multi-year deals is helping your team manage more complex deal scenarios efficiently. We appreciate your comments about both the platform and our support team. Thank you again for being a QuoteWerks customer and for sharing how QuoteWerks is helping move deals from proposal to completed contract more quickly. ### 6. 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. ### 7. Allows Very Customizable Playbooks for Custom Deal Structures Improving our Quoting Accuracy **Rating:** 5.0/5.0 stars **Reviewed by:** Nicholas S. | Marketing and Communications Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** June 14, 2026 **What do you like best about QuoteWerks?** Powerful and easy to use quote and proposal creation tool with centralized deal room for buyer engagement and provides a great support team that is always there to answer, guide us, and take suggestions on future solution improvements. **What do you dislike about QuoteWerks?** The tool is very efficient to work with and doesn’t present any problems while using it so the whole quote management process has been amazing. **What problems is QuoteWerks solving and how is that benefiting you?** It helps handle our client’s most complex pricing scenarios smoothly which helps close deals faster and generate more sales opportunities while protecting profit margins. **Official Response from Brian Laufer:** > Nicholas, thank you for the thoughtful review. We’re glad to hear that QuoteWerks has been powerful, easy to use, and helpful in supporting your quote and proposal creation process. We especially appreciate your comments about our support team. We work hard to be responsive, helpful, and open to customer feedback as we continue improving QuoteWerks. We’re also glad QuoteWerks is helping your team manage complex pricing scenarios, improve quoting accuracy, close deals faster, and protect profit margins. Thank you again for being a QuoteWerks customer and for sharing your experience. ### 8. Good Quoting toll for clean and accurate Accounting **Rating:** 4.0/5.0 stars **Reviewed by:** Chris M. | Founder, Chief Strategist & vCIO, Small-Business (50 or fewer emp.) **Reviewed Date:** November 25, 2025 **What do you like best about QuoteWerks?** I LOVE how structured everything is. Every item we sell already has descriptions, part numbers, and costs loaded, so I'm not rewriting the same details over and over. Bundles they have is another plus, I build a full project quote by selecting one package instead of adding each piece individually. Also we integrate it with crm, which makes us not forget to follow up with customer after the package is delivered. **What do you dislike about QuoteWerks?** Oh, the initial setup really took some time, especially due to the ammount of products and services we have. But once set, we only experienced small delays it printing quotes **What problems is QuoteWerks solving and how is that benefiting you?** Keeps my business consistent across the team, I am now considering opening another location, since we can keep billing exactly the same with this tool. It runs smoothly, delivers clearer proposals, and I can track on what stage each quote is in. ### 9. Created a Reliably Connected Flow of Quoting, Approvals and Proposal Sharing for Timely Deal Closure **Rating:** 5.0/5.0 stars **Reviewed by:** Janice L. | Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** June 12, 2026 **What do you like best about QuoteWerks?** The platform provides all the necessary tools to build quotes which simplifies the configuration process enabling us to sell complex products and I appreciate the combination of a robust platform and a truly committed support team. **What do you dislike about QuoteWerks?** There isn’t much to dislike and no areas that I can point out for improvement as the platform has been consistently reliable. **What problems is QuoteWerks solving and how is that benefiting you?** It helps us to rapidly create accurate quotes for our customers and ensure proposals are immediately actionable which accelerates the client’s decision making process. **Official Response from Brian Laufer:** > Janice, thank you for the thoughtful review. We’re glad to hear that QuoteWerks has been reliable and helpful for building accurate quotes, simplifying the configuration process, and supporting your team as you sell more complex products. We also appreciate your comments about our support team. Our goal is to provide not only a robust quoting platform, but also the guidance and responsiveness customers need to keep their quoting and proposal workflows moving. It is great to hear that QuoteWerks is helping your team create actionable proposals quickly and accelerate customer decision-making. Thank you again for being a QuoteWerks customer and for sharing your experience. ### 10. Quickly Embed Pricing Rules Directly into The Quoting Process to Produce Robust Proposals **Rating:** 5.0/5.0 stars **Reviewed by:** Danielle L. | Marketing Director, Mid-Market (51-1000 emp.) **Reviewed Date:** June 07, 2026 **What do you like best about QuoteWerks?** It has been a strong tool for handling complex quoting requirements that gives great control over pricing configuration and offers good guided selling steps that makes building proposals a lot faster. **What do you dislike about QuoteWerks?** There are no major challenges that affect the CPQ workflow and I have no improvements to recommend currently. **What problems is QuoteWerks solving and how is that benefiting you?** The ability to build quotes and proposals efficiently has helped us win more deals and has increased our relevancy in our market which makes the whole sales cycle move faster. **Official Response from Brian Laufer:** > Danielle, thank you for the thoughtful review. We’re glad to hear that QuoteWerks has been a strong fit for handling complex quoting requirements and helping your team build quotes and proposals more efficiently. It is great to hear that the pricing configuration capabilities and guided selling workflows are helping your team move faster while maintaining control over the quoting process. We’re also glad QuoteWerks is supporting your sales cycle, helping your team win more deals, and strengthening your position in the market. Thank you again for being a QuoteWerks customer and for sharing your experience. ### 11. Very Complete Guided Playbook to Help Generate Quotes Quickly and Consistently **Rating:** 5.0/5.0 stars **Reviewed by:** Melanie F. | Marketing Specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** June 11, 2026 **What do you like best about QuoteWerks?** The streamlined interface helps easily created tailored quotes and the process visibility via the approval workflows ensures accurate monitoring and approval of all proposals sent to customers. **What do you dislike about QuoteWerks?** There aren’t any issues that need to be resolved at this time it is a tool that has made our quoting so much easier. **What problems is QuoteWerks solving and how is that benefiting you?** The tool helps provide clients with compelling proposals leading to greater speed at which clients sign-off occurs helping increase the chances of deal closure. **Official Response from Brian Laufer:** > Melanie, thank you for taking the time to share your feedback. We’re glad to hear that QuoteWerks has helped make your quoting process easier, faster, and more consistent. It is great to hear that the interface, approval workflows, and proposal visibility are helping your team create tailored quotes while keeping the review and approval process organized. We’re also glad QuoteWerks is helping your team deliver compelling proposals to clients and support faster sign-off and deal closure. Thank you again for being a QuoteWerks customer and for sharing your experience. ### 12. Truly Robust and Fast for Quote Creation Greatly Shortening Our Quote to Deal Cycle **Rating:** 5.0/5.0 stars **Reviewed by:** Jasmine K. | Marketing Operations Lead, Mid-Market (51-1000 emp.) **Reviewed Date:** June 10, 2026 **What do you like best about QuoteWerks?** I like the flexibility in handling layered product configuration and pricing rules which allows us to generate accurate quotes quickly and helps finalize deals and effectively manage renewals. **What do you dislike about QuoteWerks?** I can’t really think of anything that I dislike the tool just got the right features fit for our quote management needs. **What problems is QuoteWerks solving and how is that benefiting you?** It helps ensure consistent and accurate pricing which helps accelerate deal velocity and has made closing an opportunity very quick and efficient. **Official Response from Brian Laufer:** > Jasmine, thank you for sharing your feedback. We’re glad to hear that QuoteWerks has been a strong fit for your quote management needs and is helping your team create accurate quotes quickly. It is great to hear that the flexibility around product configuration, pricing rules, and renewals is helping your team manage more complex quoting requirements while keeping the process efficient. We’re also glad QuoteWerks is helping support consistent pricing, faster deal velocity, and quicker opportunity closure. Thank you again for being a QuoteWerks customer and for sharing your experience. ### 13. Effortless Quoting, Huge Time Savings, and Professional Results **Rating:** 5.0/5.0 stars **Reviewed by:** Timothy M. | Marketing and Advertising, Small-Business (50 or fewer emp.) **Reviewed Date:** November 03, 2025 **What do you like best about QuoteWerks?** QuoteWerks is very user-friendly, which is especially helpful for us since we often experience staff turnover. The intuitive interface means new team members can get up to speed quickly without much training. I appreciate how tasks that used to take us five or six hours can now be completed in just one hour with only a few clicks. This efficiency also helps me protect our company's margins. The professional-quality templates enhance our image, making us look more polished to clients. Overall, QuoteWerks saves me time, money, and reduces the need for long working hours. **What do you dislike about QuoteWerks?** I have no complaints about quote; it is straightforward and intuitive to use. **What problems is QuoteWerks solving and how is that benefiting you?** Ability to create lookups and custom databases aeasily, allows me to map complex vendor pricing tables and the flexibility is a blast, great customer care support. ### 14. Streamlined Quotes with Top-Notch Efficiency **Rating:** 4.0/5.0 stars **Reviewed by:** Charmi G. **Reviewed Date:** December 08, 2025 **What do you like best about QuoteWerks?** I use QuoteWerks for generating professional quotes and proposals, and I really like how it manages product and service cataloging with accuracy. It does a great job at streamlining the workflow from quote to cash, which boosts efficiency and reduces errors. I appreciate its capability to handle complex configuration bundles and custom coding logics, which improves my work's professionalism. The speed and efficiency of building quotes in minutes is impressive. I also value the professional branded quotes and proposals, and its support for complexities like configuration and optional item substitutes. The integration with other tools is a strong point, ensuring that it's not just a standalone quoting system, but one that integrates into a CRM and vendor workflow. Also, the setup was quite manageable, a bit like plug and play, although it does depend on how many systems you connect. **What do you dislike about QuoteWerks?** I don't like that QuoteWerks lacks effective port tracking and customer engagement visibility. There's also a need for better centralized storage and organization to manage port invoices. **What problems is QuoteWerks solving and how is that benefiting you?** I use QuoteWerks for managing product service, catalog pricing accurately, and streamlining quote to cash workflow. It handles complex configurations and improves efficiency, reducing errors, and boosting professionalism. ### 15. 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. ### 16. Effortless Quoting and Seamless CRM Integration **Rating:** 5.0/5.0 stars **Reviewed by:** Erwin L. | account executive, Enterprise (> 1000 emp.) **Reviewed Date:** November 24, 2025 **What do you like best about QuoteWerks?** Thanks to QuoteWerks, what used to take me hours now takes just a few clicks. Creating a quote is a matter of minutes. With the templates, I can have a professional, aesthetically pleasing design, and they're also customizable to my needs and those of my clients. I appreciate that it connects with many CRM systems like Salesforce, QuickBooks, and Sage. This eliminates manual data entry and unifies data. I can also see when a client views a quote, which is a great advantage for follow-up. Beyond creating quotes, I can also automate tasks like notifications, approvals, and follow-up, which helps reduce human error and speed up processes. **What do you dislike about QuoteWerks?** Although support is generally good, there are days when it gets congested, and they don't always respond as quickly as I'd like, especially for complex issues. **What problems is QuoteWerks solving and how is that benefiting you?** It helped me improve my organization because I had different lists, loose PDFs, outdated prices, but that improved with QuoteWerks and I don't waste time looking for information. Also, now I don't depend on emails or calls to know if a client has read or accepted a proposal because I get a notification when they view, download, or sign it. ### 17. Easy to Use and Great for Saving Info for Future Quotes **Rating:** 4.5/5.0 stars **Reviewed by:** Robert F. | Executive Vice President, Small-Business (50 or fewer emp.) **Reviewed Date:** July 01, 2026 **What do you like best about QuoteWerks?** Easy to use and save information for future quotes **What do you dislike about QuoteWerks?** Disparity between functionality of web-based and premise-based versions. I am told this is actively being worked on. **What problems is QuoteWerks solving and how is that benefiting you?** Quick and accurate presentation oof quotes, saving of client and prospect census information using embedded CRM. **Official Response from Brian Laufer:** > Robert, thank you for taking the time to share your feedback. We’re glad to hear that QuoteWerks has been easy to use and helpful for creating quick, accurate quotes while saving client and prospect information for future use. We also appreciate your comments about the differences between QuoteWerks Web and QuoteWerks Desktop. You are correct that we are actively continuing to expand QuoteWerks Web functionality and improve consistency between the web-based and premise-based experiences. Thank you again for being a QuoteWerks customer and for sharing how QuoteWerks is helping support your quoting process. ### 18. Highly Efficient & Easy to use Quoting Solution **Rating:** 4.5/5.0 stars **Reviewed by:** Jimit G. **Reviewed Date:** November 14, 2025 **What do you like best about QuoteWerks?** I really appreciate the professional-looking templates in QuoteWerks. They are not only highly useful but also provide ample space for customization based on our requirements, which is crucial for tailoring proposals to our clients. The software’s ease of use is another standout feature. It’s very intuitive, making it easy for both me and my sales team to navigate and utilize effectively. The efficient tracking system is also a big plus, since it allows us to monitor quotes seamlessly, which was a challenge before. Additionally, the integration capability with our CRM further enhances its utility by streamlining our processes. Overall, these features have significantly improved our quoting process, making it faster and more aligned with our business needs. **What do you dislike about QuoteWerks?** I find the initial deployment takes more time than expected. The process of integrating with our CRM was completed, but it was a bit time-consuming. Additionally, I think the pricing could be more competitive. **What problems is QuoteWerks solving and how is that benefiting you?** I use QuoteWerks to create professional quotes and proposals, eliminating manual Excel reliance. It simplifies tracking quotes and payments, offers easy-to-use templates, and enhances visibility into our quoting process, saving time and improving efficiency. ### 19. 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. ### 20. 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. ### 21. QuoteWerks: Effortless Workflow Integration and Invoicing Made Easy **Rating:** 5.0/5.0 stars **Reviewed by:** Laura S. | Marketing and Advertising, Small-Business (50 or fewer emp.) **Reviewed Date:** October 29, 2025 **What do you like best about QuoteWerks?** QuoteWerks transforms an accepted quote into a purchase order and thein into an invoice in record time and in an easy way, it gives me the handling of different currencies and not losing the order, it integrates and improves my workflow. **What do you dislike about QuoteWerks?** I don't think anything needs to be improved, QuoteWerks is a complete aknd easy to use tool. **What problems is QuoteWerks solving and how is that benefiting you?** It's software is easy to use, saves me work time and gives me a professional experience, covers the requirements to make tasks easier for the company. ### 22. Saves Time and Boosts Professionalism, Worth the Investment **Rating:** 5.0/5.0 stars **Reviewed by:** Roberta B. | Telecommunications Engineer, Small-Business (50 or fewer emp.) **Reviewed Date:** October 29, 2025 **What do you like best about QuoteWerks?** QuoteWerks gave me extra time, time that I have recovered to focus on strategy, not on management, it allows me scalability in a simple way, the templates are superior and professional. My clients receive a well-designed document that inspires confidence. **What do you dislike about QuoteWerks?** The price is somewhat high but it is not something relavante, everything that this tool offers is very good. **What problems is QuoteWerks solving and how is that benefiting you?** QuoteWerks is a tool that gives me the benefit to delegate and scale our sales processes, quickly but without losing the professional. ### 23. Intuitive, Secure, and Effortless—QuoteWerks Exceeds Expectations **Rating:** 5.0/5.0 stars **Reviewed by:** Max S. | Process integration lead, Civic & Social Organization, Small-Business (50 or fewer emp.) **Reviewed Date:** October 29, 2025 **What do you like best about QuoteWerks?** As the primary user, I found QuoteWerks to be a lightweight solution that is both easy to use and manage. It feels secure and has enhanced my workflow and overall way of working. The platform is intuitive, making it straightforward to navigate and operate. **What do you dislike about QuoteWerks?** Honestly, I can't find anything to dislike about it; it's truly excellent. **What problems is QuoteWerks solving and how is that benefiting you?** It allows me to manage large sales teams and be secure at the same time, it is reliable and easy to work with. ### 24. Easy platform for sales quoting and proposal creating. **Rating:** 5.0/5.0 stars **Reviewed by:** Purnima K. | Pre-sales executive, Mid-Market (51-1000 emp.) **Reviewed Date:** April 02, 2025 **What do you like best about QuoteWerks?** It helped me a lot in creating sales quotation and proposal creation with an ease. **What do you dislike about QuoteWerks?** Most of the time, I felt it to be a bit expensive. **What problems is QuoteWerks solving and how is that benefiting you?** It gives quality quotes and proposal. It has a good operating speed. ### 25. QuoteWerks **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** May 24, 2023 **What do you like best about QuoteWerks?** We can prepare client quotes quickly in the office or on the go. It's easy to teach other staff members to use, and we can create custom templates for different project types so they can be reused for similar future projects. **What do you dislike about QuoteWerks?** I wish the program would automatically know the sales tax rates based on the zip codes. Currently, QuoteWerks pulls the tax rate data from Kaseya's BMS account, and sometimes, the sales rep doesn't set those accounts up at the prospect level in BNMS for them to come over into QuoteWerks correctly. **What problems is QuoteWerks solving and how is that benefiting you?** QuoteWerks is very affordable and easy to use. It also offers additional tools like QuoteValet that you can purchase to make things easier for the client approving the quote. ### 26. A better way to quote product online **Rating:** 4.5/5.0 stars **Reviewed by:** Mahesh H. | Software Engineer, Mid-Market (51-1000 emp.) **Reviewed Date:** May 01, 2022 **What do you like best about QuoteWerks?** QuoteWerks gives us the ability to choose which lines we can use for each order and which of these lines will be projected at the time of last printing, and QuoteWerks has the ability to adjust many factors in the job sheet, this facilitates quoting in one or more windows. **What do you dislike about QuoteWerks?** They should offer a trial period of at least 10 days so that novice customers can choose QuoteWerks without any inconvenience. When modifying a quote we wanted ability to pull the entire group over the header and it is missing. **What problems is QuoteWerks solving and how is that benefiting you?** Thanks to QuoteWerks, we were able to get rid of complicated spreadsheets, which were cumbersome to be able to cite freely in a large number of articles. We were able to harness the power of QuoteWerks to quote multiple reports and overcome these complex situations. Also. I often find myself supporting more than one customer at a time and having to run from office to office with my laptop. QuoteWerks certainly makes it easy to switch between quotes and manage multiple deals at once. It's great to create my day when busy. ### 27. Capable, but not Cutting-Edge Quoting and Purchasing Software **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** May 04, 2022 **What do you like best about QuoteWerks?** QuoteWerks helps us quote and purchase hardware and software for our clients. QuoteWerks helps save time when compared to the manual methods used for these tasks previously. **What do you dislike about QuoteWerks?** QuoteWerks feels a bit outdated. The UI appears more basic than most software. Installation requires the configuration of a SQL server instance which adds a layer of time and complexity to the implementation. **Recommendations to others considering QuoteWerks:** Ensure someone on staff is familiar with SQL configuration. **What problems is QuoteWerks solving and how is that benefiting you?** QuoteWerks helps save employees a significant amount of time compared to the manual processes we had in place before implementing it. QuoteWerks allows for a centralized location to quote, order and track purchases. ### 28. Incredible tool to quote products in a simple and efficient way **Rating:** 5.0/5.0 stars **Reviewed by:** Rose P. | Sales Coordinator, Small-Business (50 or fewer emp.) **Reviewed Date:** May 08, 2022 **What do you like best about QuoteWerks?** I like QuoteWerks because it is easy to use to quote products in a simple way, I like that it offers different customizable templates along with a nice flexible user interface. I love how useful it ends up feeling. **What do you dislike about QuoteWerks?** So far I have no problems using it, I just wish the subscription was cheaper. **Recommendations to others considering QuoteWerks:** It is easy to understand, I highly recommend this software, it is the best to quote in a simple way. **What problems is QuoteWerks solving and how is that benefiting you?** It is used to facilitate the quick delivery of quotes to the client so that everything can be done easily, it solved our problems. ### 29. Software that allows me to create quotes quickly and without so many complications **Rating:** 5.0/5.0 stars **Reviewed by:** Anthony B. | Engineer support, Small-Business (50 or fewer emp.) **Reviewed Date:** May 03, 2022 **What do you like best about QuoteWerks?** I loved this software because it can create quotes and proposals in just a few minutes, it offers a great solution that it helps us with every day, it's really amazing. **What do you dislike about QuoteWerks?** Needs some improvements to the dashboard and UI, I wish it was more intuitive. **Recommendations to others considering QuoteWerks:** I highly recommend it, it's a great tool, I think it's the best you can find. **What problems is QuoteWerks solving and how is that benefiting you?** Saving time, and money, thanks to the generation of quotes for the clients and it is not as complicated as thought, it was really a great solution. ### 30. Good software to build quotes with very simple templates **Rating:** 5.0/5.0 stars **Reviewed by:** Richard Z. | Support / Project Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** April 29, 2022 **What do you like best about QuoteWerks?** I lie it because it is very intuitive, its user interface makes it flexible, I like being able to customize the templates and it saves me a lot of time. **What do you dislike about QuoteWerks?** I wish there were more features and that they would add drop-down menus with details of each one. **Recommendations to others considering QuoteWerks:** I recommend it, it is very efficient to quote and order everything in a simple way. **What problems is QuoteWerks solving and how is that benefiting you?** QuoteWerks provides good benefits, with quotes that are easy to create and also trackable and allow us to be more organized and comfortable in our organization. ### 31. Incredible Quoting Tool **Rating:** 5.0/5.0 stars **Reviewed by:** Nikita S. | Technical Specialist, Information Technology and Services, Mid-Market (51-1000 emp.) **Reviewed Date:** May 02, 2022 **What do you like best about QuoteWerks?** UI is very smooth, fast and responsive. Very helpful tool for making professional quotes using the inbuilt templates. Easy to create proposal or quotes share with the customers. **What do you dislike about QuoteWerks?** Subscription is little bit costly. Except this wonderful quotes that I have used. **What problems is QuoteWerks solving and how is that benefiting you?** Now I can create quotes very easily according to the need. It offers various templates that saves your time while creating quotes or proposal. ### 32. great product, simple to use and complete **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Retail | Small-Business (50 or fewer emp.) **Reviewed Date:** June 07, 2016 **What do you like best about QuoteWerks?** integration to the vendors, live updates to prices from vendors, integration to leasing **What do you dislike about QuoteWerks?** some of the GUI is old looking and the exchange rate changes do not take effect on the cost without having to edit the item all the time. **Recommendations to others considering QuoteWerks:** Great and simple product **What problems is QuoteWerks solving and how is that benefiting you?** so much easier to quote and consistent looking ### 33. Simple Quoting Software that is integrated in our Suppliers online databases **Rating:** 5.0/5.0 stars **Reviewed by:** Brian R. | President, Small-Business (50 or fewer emp.) **Reviewed Date:** May 14, 2020 **What do you like best about QuoteWerks?** I can create quote templates that make quoting very simple. **What do you dislike about QuoteWerks?** Adding our own products requires me to take pictures if i want them included on the quotes **What problems is QuoteWerks solving and how is that benefiting you?** Quotewerks allows me to quote quickly and accurately and have an idea what is in stock at the distributors ### 34. A great partner, QuoteWerks. **Rating:** 4.5/5.0 stars **Reviewed by:** Javier R. | Gerente asistente, Small-Business (50 or fewer emp.) **Reviewed Date:** June 24, 2019 **What do you like best about QuoteWerks?** Quotewerks has an immense number of features. We broad utilize the configurator and packs that help our staff lessen botches. We have Quotewerks connected to our main page and that lessens the measure of twofold keying and gives a review trail between the two frameworks. Quotewerks has a low value point making it perfect for organizations to begin utilizing a CPQ apparatus. Quotewerks backing is awesome on the grounds that you get the opportunity to converse with an individual about your issues with the product. One administration we utilized that was useful was a 1 hour audit of how we have our product setup and proposals for best practices. Coordination with our CRM (ACT) and our bookkeeping S/W (Sage) was a noteworthy selling point. Convenience was likewise essential to our buy choice. QW was likewise prescribed to us by our ACT advisor who knew about our business. **What do you dislike about QuoteWerks?** The main disadvantage is that Quotewerks must run locally. However tere is a web version being developed, yet it is still really green. In the event that you have to utilize it remotely you will require either Terminal Services or VPN to get to it. Other disadvantage is that the Quote Valet add-on gives it some web network highlights which are useful for review existing statements and reacting to clients, however not really for structure new statements. When they get the web adaptation completed, that should help with this a great deal. The software can likewise be a tad kludgy to learn at first. It's been around for quite a while so a portion of the interface is somewhat obsolete. **Recommendations to others considering QuoteWerks:** At the beginning QuoteWerks can be a bit difficult but if you contact with the support it will be more easy to use. **What problems is QuoteWerks solving and how is that benefiting you?** We utilize this product consistently for interpreting citations from providers and making citations utilizing our marking and layouts. The product makes it simple to reorder data just as alter where proper. The product makes it simple to make and alter layouts for various circumstances. ### 35. Good Quoting Software with Intergrations **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** April 30, 2015 **What do you like best about QuoteWerks?** This software integrates nicely with Connectwise. I like being able to create the opportunity in Connectwise through Quotewerks. This saves me some time. I also like the etlize product catalog, which is fairly accurate and pulls many of our part descriptions. **What do you dislike about QuoteWerks?** I wish there was a cloud based version as we are on the cloud based Connectwise. It would make it easier for our sales team to work remote without having to use extra software pieces. **What problems is QuoteWerks solving and how is that benefiting you?** When we switched to Connectwise we wanted a quoting tool that would integrate. This had a pricing model that worked better for us that the other options. Having the ability to save different versions of the same quote without loosing the old version was great as our old software didn't do that. ### 36. Quotewerks is a decent Quoting/Oridering Software **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Computer Networking | Mid-Market (51-1000 emp.) **Reviewed Date:** January 11, 2018 **What do you like best about QuoteWerks?** I like the ease of assembling quotes and placing the orders when they come in. **What do you dislike about QuoteWerks?** I would like more automation in importing prices. **Recommendations to others considering QuoteWerks:** Make sure it can hook to your accounting and CRM software. **What problems is QuoteWerks solving and how is that benefiting you?** I am able to quickly generate customer quotes and keep track of quotes. With our links to CRM we always have a good pipeline of opportunity. ### 37. Generating Quotes and Proposals for our clients **Rating:** 4.0/5.0 stars **Reviewed by:** Jesse V. | VP of Sales, Small-Business (50 or fewer emp.) **Reviewed Date:** January 26, 2019 **What do you like best about QuoteWerks?** I like how this makes working our accounting team and sales staff hassle free and all the info generated is taken directly into our CRM and Quickbooks for our accounting division. We're able to generate a professional quote and make our documents look consistent and clear. **What do you dislike about QuoteWerks?** There is little to no problems with Quotewerks on the Sales side, but it required a liscence for quickbooks to get the best of the CPQ. **Recommendations to others considering QuoteWerks:** I would recommend intergrating this into your CRM and Accounting Software to get the best out of QuickWerks and Automate your sales process. **What problems is QuoteWerks solving and how is that benefiting you?** Before using QuoteWerks, all of our proposals were made inhouse iwith a PDF Template, this became tedious and very unorganized quick. Once we started using QuoteWerks, all we had to do was supply the details of our proposal and they would create a professional document to send to the client. ### 38. Decent software, have used better **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Food & Beverages | Small-Business (50 or fewer emp.) **Reviewed Date:** April 01, 2019 **What do you like best about QuoteWerks?** This software has some basic functionalities and is pretty easy to learn. If you want to put together a basic proposal for a customer to see a price estimate, than this is the right software. It is easy to get the hang of and even young people at the company seemed to be able to use this proficiently in a matter of a week or two. Customer support is pretty available for this. **What do you dislike about QuoteWerks?** There is some limited functionality on quoting abilities. While our product did not have many complexities, others may have more complex quoting needs and therefore you would want to invest in a different software. Customer support, while available, is not excellent and could definitely be better. **Recommendations to others considering QuoteWerks:** This is a good software if you want to have a basic quoting software for proposals. If you have a more complex product then you will want to invest in something more capable than this. There are a couple more expensive softwares out there that our neighbor companies used that would have worked better in the long run for us. **What problems is QuoteWerks solving and how is that benefiting you?** We are able to provide customers with reasonably accurate quotes that we can have confidence in. We are able to provide these quotes faster to the customer and with better accuracy. We never found a reason that this software provided some inaccuracies. ### 39. To make and send quotes at work is great this application. **Rating:** 5.0/5.0 stars **Reviewed by:** Beltran F. | Desarrollador de software, Enterprise (> 1000 emp.) **Reviewed Date:** April 30, 2019 **What do you like best about QuoteWerks?** It is very intuitive, with easy access and great flexibility of use, I love its ability to customize templates according to the needs that arise without problems, the technical support is great, a great tool to implement in the work. **What do you dislike about QuoteWerks?** I would only love that the illustrations are more colorful, the rest is very good and reliable this tool to use the work. **What problems is QuoteWerks solving and how is that benefiting you?** It allowed to maintain the organization and track the sales history, optimizing all sales processes in the branch quickly and easily, significantly saving the planned time. ### 40. A tool that works well for quotes for resellers that offer services **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Networking | Small-Business (50 or fewer emp.) **Reviewed Date:** January 09, 2019 **What do you like best about QuoteWerks?** It's pretty quick, and customizeable, I can easily type in customer PO's in the ship to lines if needed (so when they receive product the customer knows what PO the product is for. This is well over some home brew systems that force you to create a whole new ship, staying in a database forever. Imagine a customer with 200 orders and having 200 ship to's forever in a database. IT resellers will understand this issue esp when it converts to packing slips through distribution. **What do you dislike about QuoteWerks?** I don't dislike it, because I learned something, using API to connect Google Contacts to Quotewerks wasn't hard after I learned how to process it. The license part was a bit tricky at first, a serial # then an upgrade # but support was quick and able to get it up and running. **Recommendations to others considering QuoteWerks:** Very customizable, some distributors quotes you are able to copy paste them for a quick CPQ **What problems is QuoteWerks solving and how is that benefiting you?** Quote solutions, services bidding. ### 41. Integration with CRM and distributors **Rating:** 3.0/5.0 stars **Reviewed by:** Patrick S. | Team Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** March 09, 2019 **What do you like best about QuoteWerks?** The relationship with the distributors and important helps in your business and makes this application easy to use while there are tips for beginners. **What do you dislike about QuoteWerks?** Updates do not come out often and in fact it was possible to correct some jumble in the settings menu and more streamline these moments **Recommendations to others considering QuoteWerks:** To better configure the application, you will need to go through the study of the interface and mentally do not pay attention to the accumulation of items in the settings. They sometimes only interfere **What problems is QuoteWerks solving and how is that benefiting you?** For contacts, this is excellent and helps keep in touch with distributors as a whole it meets the requirements **Official Response from Brian Laufer:** > Thank you for taking the time to write a review. The integrations that QuoteWerks has to CRMs, Accounting, Distributors, and others is one of the 4 pillars to QuoteWerks. The others being Price, Features, and Support. QuoteWerks Development releases a number of builds each year (every 1 to 3 months) - averaging over 150 new features - https://www.quotewerks.com/updates/UpdateAgent.asp?show=All QuoteWerks is also very well documented (https://www.quotewerks.com/helpfile/qwhelp.htm) and we have Technical Support (https://www.quotewerks.com/support.asp) that is available via tickets and also via phone if you do have questions. If you have any questions, I hope you will reach out to QuoteWerks Technical Support for assistance. ### 42. QUOTEWERK WORKS **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Automotive | Small-Business (50 or fewer emp.) **Reviewed Date:** April 25, 2019 **What do you like best about QuoteWerks?** Quotewerks creates professional looking quotes for potential customers. **What do you dislike about QuoteWerks?** Would like more design options to make it my own. **What problems is QuoteWerks solving and how is that benefiting you?** Quotewerks makes it easy to send a quote and have it signed and sent back with the signature of approval from out customers to get things rolling much faster. ### 43. QuoteWerks offers powerful quoting **Rating:** 4.5/5.0 stars **Reviewed by:** William C. | Delaware, Enterprise (> 1000 emp.) **Reviewed Date:** January 07, 2019 **What do you like best about QuoteWerks?** It has multiple templates for quotes/proposals - this is good as you may want to include different information depending on product lines quoted, but at the same time make sure the same information is included everytime you quote the same thing. **What do you dislike about QuoteWerks?** I wish I could select my favorite line items to appear at the top of a list and make it fast to select those frequently used items. **What problems is QuoteWerks solving and how is that benefiting you?** 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. ### 44. Quoteworks is some of the most reliable software I've come across **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** November 21, 2018 **What do you like best about QuoteWerks?** One of the most unique things I enjoy about quoteworks is tge availability the software allows its users and any user that is. If you are at home working it is an easy to use non expensive software program to use. **What do you dislike about QuoteWerks?** Overall there are a lot of factors that I like qbout the software like the amount of tools they offer it did take me longer to fet used to using the layout of this software program to navigate the tools being used. **What problems is QuoteWerks solving and how is that benefiting you?** I have realized a lot of my reviews are being publishedpre often I am having people I can refer quoteworks to which gives me more loyal business costumers ### 45. Quote Werks Review **Rating:** 3.5/5.0 stars **Reviewed by:** Jason H. | Estimator / Project Manager, Construction, Mid-Market (51-1000 emp.) **Reviewed Date:** March 12, 2019 **What do you like best about QuoteWerks?** I enjoy the ease of the being able To write up quotations with Quick Werks **What do you dislike about QuoteWerks?** I don’t like how it isn’t as user friendly as Sales Force. Pages are more difficult to navigate. **What problems is QuoteWerks solving and how is that benefiting you?** We are sending potential customers proposals with Quick Werks. The quotes are professional with a quick Werks ### 46. One of the best! **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Staffing and Recruiting | Small-Business (50 or fewer emp.) **Reviewed Date:** December 17, 2018 **What do you like best about QuoteWerks?** Easy to set up and easy to use. Minimal "bells and whistles" keeps you on task and making quotes. Great for the first step of the sales process only and sending out for invoicing to another product. **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?** 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 ### 47. QuoteWerks in Review **Rating:** 4.0/5.0 stars **Reviewed by:** Silas W. | Model, Apparel & Fashion, Enterprise (> 1000 emp.) **Reviewed Date:** December 05, 2018 **What do you like best about QuoteWerks?** QuoteWerks has one of the simplest user friendly interfaces of the sales products out there, at least to my knowledge based on products I have experience with. It’s easy to figure out, reliable, and sleek. **What do you dislike about QuoteWerks?** The only problem I have encountered thus far with QuoteWerks is that it’s software does sometimes run a bit slow for my pace. **What problems is QuoteWerks solving and how is that benefiting you?** QuoteWerks provides benefits to a wide range of customers, and a wide solution of problems. The more I work with the program the more I discover and uncover all the uses it has the potential for. ### 48. Excellent Product! **Rating:** 5.0/5.0 stars **Reviewed by:** Sammie M. | Sales Manager , Sporting Goods, Small-Business (50 or fewer emp.) **Reviewed Date:** July 31, 2018 **What do you like best about QuoteWerks?** Easy to set up and easy to use. Minimal "bells and whistles" keeps you on task and making quotes. Great for the first step of the sales process only and sending out for invoicing to another product. **What do you dislike about QuoteWerks?** Great software for the first step of the sales process only however... 1) Not all info is searchable. 2) Does not integrate with many programs and not all fields integrate. 3) "Tickle" or reminder functions minimal and only in quote valet. 4) reports are clunky and minimal without paying to customize. 5) No workflow automation. 6) Minimal notifications as to quote progresses or when approved to client or inter-company personnel. 7) Interface looks the same as it did in 2012 when we started. 8) Not enough logging of estimates as they change or are updated. 7) No scheduling functions. 9) No "app" for smart phones. 8) Minimal Export functions. 9) Dashboard notification options are very limited to just two integration programs and not for overall quoted work. 10) No Service Operations Automation or Order management. 11) Does not allow for Teams or intercompany groups to be part of an estimate. 12) No intercompany communication short of a new added dynamic notes field which seems to be built with 1995 technology. 13) No auto follow up emails for estimates unless in Quote valet and they are somewhat generic. 14) Does not export "ship to" field to MOST integrated software packages. 15) No ability to auto CC office staff when creating an email template. **What problems is QuoteWerks solving and how is that benefiting you?** It makes quotes and sends quotes to customers. Offers the ability to make revisions to quotes and keep the originals. ### 49. excellent software **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Insurance | Enterprise (> 1000 emp.) **Reviewed Date:** January 31, 2019 **What do you like best about QuoteWerks?** Fantastic tool for building and managing your sales opportunities and quotes. **What do you dislike about QuoteWerks?** From out experience it can be difficult to insert drawings/images and other multimedia into the quotes. We have had some stability issues in the past but the current release seems to have solved that **Recommendations to others considering QuoteWerks:** Quick, easy, and efficient quote to order to invoice process. All of the accounting/crm programs have some type of quoting module but none of them come close to QuoteWerks. **What problems is QuoteWerks solving and how is that benefiting you?** Quotations are efficient to create, easily searchable, trackable and templates allow us to represent multiple business units on one platform. ### 50. So Far Best Software **Rating:** 5.0/5.0 stars **Reviewed by:** Roman Z. | Co-Comapny , Small-Business (50 or fewer emp.) **Reviewed Date:** January 04, 2019 **What do you like best about QuoteWerks?** I Like The Fact It Uses web hosted solutions to meet quoted and involving solution for it providers **What do you dislike about QuoteWerks?** solution and ability to integrate with other products in and also scalability of the web page is not so good **Recommendations to others considering QuoteWerks:** Get To Know The Program Better By Reviewing Videos **What problems is QuoteWerks solving and how is that benefiting you?** So Far It Made Our Business Grow And It Working So Far For Us The Information Technology and Services Is Great ## 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?section=pricing&secure%5Bexpires_at%5D=2026-07-10+13%3A45%3A15+-0500&secure%5Bsession_id%5D=ce6310e1-4883-46cb-9488-5fe8b719700a&secure%5Btoken%5D=c36a4fd2d502b1ec885ca31d48a2166afa1bc292e3710c501b02984a1ec028eb&format=llm_user) ## QuoteWerks Integrations - [Act!](https://www.g2.com/products/act/reviews) - [Agentforce 360 Platform (formerly Salesforce Platform)](https://www.g2.com/products/agentforce-360-platform-formerly-salesforce-platform/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) - [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)