--- 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: '2026-08-11' parent\_category: name: Quote Management url: https://www.g2.com/categories/quote-management --- # QuoteWerks Reviews & Product Details Visit Website 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. * * * Product Website QuoteWerks Seller [Aspire Technologies](https://www.g2.com/sellers/aspire-technologies) Discussions [QuoteWerks Community](https://www.g2.com/products/quotewerks/discuss) Languages Supported English Solution Type All-in-One Overview by Brian Laufer (Vice President at QuoteWerks) Show More ## Pricing Pricing provided by QuoteWerks. ### ESSENTIAL $50.00 1 Concurrent User Per Month [ View More Pricing Information ](https://www.g2.com/products/quotewerks/pricing) ## QuoteWerks Integrations (28) What do users say about integrations? Verified by QuoteWerks [ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Act! ](https://www.g2.com/products/act/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Agentforce Sales (formerly Salesforce Sales Cloud) ](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Authorize.net ](https://www.g2.com/products/authorize-net/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Autotask ](https://www.g2.com/products/autotask/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") ConnectBooster ](https://www.g2.com/products/connectbooster/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") ConnectWise PSA ](https://www.g2.com/products/connectwise-psa/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Dell Premier ](https://www.g2.com/products/dell-premier/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") FedEx Ship Manager ](https://www.g2.com/products/fedex-ship-manager/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") GreatAmerica ](https://www.g2.com/products/greatamerica/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") HaloPSA ](https://www.g2.com/products/halopsa/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") HubSpot Sales Hub ](https://www.g2.com/products/hubspot-sales-hub/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Ingram Micro ](https://www.g2.com/products/ingram-micro/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Kaseya BMS ](https://www.g2.com/products/kaseya-bms/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Microsoft Dynamics 365 Business Central ](https://www.g2.com/products/microsoft-microsoft-dynamics-365-business-central/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Pax8 ](https://www.g2.com/products/pax8/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Pipedrive ](https://www.g2.com/products/pipedrive/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") QuickBooks Desktop Enterprise ](https://www.g2.com/products/quickbooks-desktop-enterprise/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") QuickBooks Desktop Pro ](https://www.g2.com/products/quickbooks-desktop-pro/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") QuickBooks Online ](https://www.g2.com/products/quickbooks-online/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Salesforce Headless 360 Platform (formerly Salesforce Platform) ](https://www.g2.com/products/agentforce-360-platform-formerly-salesforce-platform/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") ScanSource ](https://www.g2.com/products/scansource/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Stripe Billing ](https://www.g2.com/products/stripe-billing/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") SugarCRM ](https://www.g2.com/products/sugarcrm-sugarcrm/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") TD SYNNEX ](https://www.g2.com/products/synnex-td-synnex/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") TD SYNNEX ](https://www.g2.com/products/td-synnex/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Xero ](https://www.g2.com/products/xero/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Zapier ](https://www.g2.com/products/zapier/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Zoho CRM ](https://www.g2.com/products/zoho-crm/reviews) Show More ![Bret H.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Bret H.") BH Bret H. Sales Engineer Design Small-Business (50 or fewer emp.) 1/22/2018 "Not the prettiest and bulky, but gets the job done." 3/5 What do you like best about QuoteWerks? It's fairly quick and easy. Can customize each line item with ease. Review collected by and hosted on G2.com. What do you dislike about QuoteWerks? User interface could be updated. Looks like it is ten years old. Review collected by and hosted on G2.com. What problems is QuoteWerks solving and how is that benefiting you? Providing quotes to customers. We have not had any need for diving much further into it. Only a means of creating and following quotes. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![Verified User in Information Technology and Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Information Technology and Services") UI Verified User in Information Technology and Services Enterprise (\> 1000 emp.) 5/3/2018 "Awesome product " 4/5 What do you like best about QuoteWerks? Helped generate accurate quotes for my business models produced on a daily basis. Review collected by and hosted on G2.com. What do you dislike about QuoteWerks? Not as user friendly as I would have liked it to be. Review collected by and hosted on G2.com. What problems is QuoteWerks solving and how is that benefiting you? Solving the gap between results needed and results produced. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![Gregory F.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Gregory F.") GF Gregory F. Sr. Account Manager / New Client Development Information Technology and Services Small-Business (50 or fewer emp.) 10/19/2017 "Slow but easy to navigate" 1.5/5 What do you like best about QuoteWerks? Simple to learn and utilize. Can load logo and send quotes, invoices and process orders from software easily Review collected by and hosted on G2.com. What do you dislike about QuoteWerks? Super slow. Doesn't use SQL database. Does not allow for full customization with pricing. Can't open more than 5 quotes at a time. Review collected by and hosted on G2.com. What problems is QuoteWerks solving and how is that benefiting you? It worked great for 6 years and then it started crashing constantly and greatly slowed performance. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite ![Kelly D.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Kelly D.") KD Kelly D. General Manager Design Small-Business (50 or fewer emp.) 3/8/2017 "Happy to be on board with Quote Werks!" 5/5 What do you like best about QuoteWerks? We've been impressed with the quality of the organization when it comes to their working processes and implementation team. Every employee has been very courteous and most helpful in answering questions or providing additional information needed to move forward with the Quote Werks product What we are going to like best is having all of our product catalogs in one place and uploaded with the appropriate margins placed on them. This should improve many things for us as a company and expedite the proposal and ordering process as well as eliminate errors or forgotten items that can now be bundled together when sold. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. What problems is QuoteWerks solving and how is that benefiting you? Quote Werks should make the proposal process, pricing of products and packages for our customers so much easier as well as more professional looking. Currently we do this in an excel spreadsheet. We sell products for the home and our customers appreciate the visual aspect of seeing the items when giving their final sign off and prior to purchasing. I think Quote Valet will expedite the closing process for our sales team too. We are very new to the product but so far we are very happy with the implementation and the Quote Werks Sales Team. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Verified User in Wholesale](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Wholesale") UW Verified User in Wholesale Small-Business (50 or fewer emp.) 12/28/2017 "Fantastic tool for building and managing sales opportunities and quotes" 4/5 What do you like best about QuoteWerks? I have the ability to see when my customer opens and views the quote I’ve sent to them. Review collected by and hosted on G2.com. What do you dislike about QuoteWerks? That quotewerks must be ran locally. I’d love to be able to stay updated from home but cannot. Also it’s a bit frustrating that I can’t integrate it with other software I use. But overall that’s not a big deal. Review collected by and hosted on G2.com. What problems is QuoteWerks solving and how is that benefiting you? Being able to generate a customized quote quickly for each customer, then knowing when they view it and following up in a timely manner has gotten us numerous sales. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![Jennifer S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Jennifer S.") JS Jennifer S. Office Manager Information Technology and Services Small-Business (50 or fewer emp.) 3/8/2017 "Before QuoteWerks" 4/5 What do you like best about QuoteWerks? What I like best about QuoteWerks it is customizable. You can customize the quotes and other documents, you can also import customized products lists. This is a big plus. Customizing the quotes and other documents was very limited with our previous vendor. Now, if we don't like the way something looks, it is very easy to change. We can also create certain style quotes for a specific customer and name them individually. Review collected by and hosted on G2.com. What do you dislike about QuoteWerks? The one thing I dislike about QuoteWerks is you cannot search by what is in stock. This is the only drawback that I see. Review collected by and hosted on G2.com. Recommendations to others considering QuoteWerks: Take advantage of the trial and see if it will fit your needs. If it does, then you can just purchase the license. Review collected by and hosted on G2.com. What problems is QuoteWerks solving and how is that benefiting you? We are able to have multiple users logged in at the same time and share quotes easily. We are also able to easily integrate with AutoTask to link with our database of customers. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Verified User in Automotive](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Automotive") UA Verified User in Automotive Mid-Market (51-1000 emp.) 2/16/2018 "Simple to use " 4.5/5 What do you like best about QuoteWerks? I like that It is easy to use. It also is affordable Review collected by and hosted on G2.com. What do you dislike about QuoteWerks? It might be to “basic” I know that’s not a real “dislike” Review collected by and hosted on G2.com. Recommendations to others considering QuoteWerks: Simple to use and affordable Review collected by and hosted on G2.com. What problems is QuoteWerks solving and how is that benefiting you? It allows the sales team to put out a uniform quote. All of our quotes now look the same. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![Verified User in Marketing and Advertising](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Marketing and Advertising") UM Verified User in Marketing and Advertising Enterprise (\> 1000 emp.) 1/26/2018 "Great Software" 3.5/5 What do you like best about QuoteWerks? It's user-friendly and very efficient, I love the ease of this program. Review collected by and hosted on G2.com. What do you dislike about QuoteWerks? There's nothing I dislike about Quotewerks. Review collected by and hosted on G2.com. What problems is QuoteWerks solving and how is that benefiting you? Product information and pricing. It's shown me a lot about the products that I wouldn't have been able to see otherwise. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![Nathaniel B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Nathaniel B.") NB Nathaniel B. Director of IT Services Telecommunications Small-Business (50 or fewer emp.) 3/8/2017 "Integrates well with Connectwise PSA" 4.5/5 What do you like best about QuoteWerks? Quotewerks provides an incredibly versatile suite of tools and integrates nearly seamlessly with our PSA of choice (Connectwise). It allowed us to remove a lot of frequent mistakes and oversights in our quoting process and has helped us streamline our sales workflow.. Review collected by and hosted on G2.com. What do you dislike about QuoteWerks? The UI of the application is a bit kludgy at times and could use an update to feel more at home one Windows 10. The application is incapable of failing gracefully when encountering API issues with Connectwise which while uncommon do happen. Review collected by and hosted on G2.com. What problems is QuoteWerks solving and how is that benefiting you? We were disappointed with the built-in quoting functionality of Connectwise and could not believe how much they expected us to pay for Quosal when the functionality should have been built into the system from the beginning. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Jeremy H.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Jeremy H.") JH Jeremy H. Sales Operations Analyst Information Technology and Services Small-Business (50 or fewer emp.) 3/8/2017 "This is Lifesaving!" 4.5/5 What do you like best about QuoteWerks? I love the automation of everything and having it all on one screen! Review collected by and hosted on G2.com. What do you dislike about QuoteWerks? There could be easier automation and ability to link multiple systems together for small offices. We only have a couple people so it's not always beneficial to put it on the network (yet). Review collected by and hosted on G2.com. Recommendations to others considering QuoteWerks: Think about making linking systems together easier. SOme companies are like mine and may not have benefits to have it on the network for a short time period. We have had issues linking 2 computers together to make information viewable. Review collected by and hosted on G2.com. What problems is QuoteWerks solving and how is that benefiting you? Optimization and automation has been a big problem for my company early on. With the software, we have automated our process and potentially saved thousands of dollars in operations cost. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ## Questions about QuoteWerks? Ask real users or explore answers from the community Get practical answers, real workflows, and honest pros and cons from the G2 community or share your insights. [ Ask about QuoteWerks ](https://www.g2.com/products/quotewerks/discussions/new) GU Guest User What is QuoteWerks used for? 0 Upvotes 0 [ Join the conversation ](https://www.g2.com/discussions/what-is-quotewerks-used-for) ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") G2 Verified User • Last activity over 6 years ago I'm overwhelmed with all of the CPQ and Proposal solutions. Where do I start? 1 Upvote 1 [ Join the conversation ](https://www.g2.com/discussions/2466-i-m-overwhelmed-with-all-of-the-cpq-and-proposal-solutions-where-do-i-start) [ View all Discussions ](https://www.g2.com/products/quotewerks/discuss) ## Pricing Options Pricing provided by QuoteWerks. ### ESSENTIAL $50.00 1 Concurrent User Per Month ### BALANCED $78.00 1 Concurrent User Per Month ### PINNACLE $102.00 1 Concurrent User Per Month [ View More Pricing Information ](https://www.g2.com/products/quotewerks/pricing) QuoteWerks Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_9a6bcc657902d054a8d3b5ac691f76b8/connectwise-cpq.png "Product Avatar Image") ConnectWise CPQ 4/5(142) [ Compare Now ](https://www.g2.com/compare/connectwise-cpq-vs-quotewerks) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_1c993a6e283a9bd6408ff2c4457aa165/agentforce-revenue-management-formerly-salesforce-revenue-cloud.png "Product Avatar Image") Agentforce Revenue... 4.2/5(1,502) [ Compare Now ](https://www.g2.com/compare/agentforce-revenue-management-formerly-salesforce-revenue-cloud-vs-quotewerks) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_350a4f99a123cce7aba94457fd131450/conga-cpq.png "Product Avatar Image") Conga CPQ 4.2/5(237) [ Compare Now ](https://www.g2.com/compare/conga-cpq-vs-quotewerks) ##### ##### QuoteWerks Features Configuration - cpq Product Catalog Pricing Pricing Flexibility Discounting Quoting Grouping Quote Document Generation Document Creation Customizability: Variables and Fields Template Creation and Flexibility Rich Media [ View More Features ](https://www.g2.com/products/quotewerks/features) ## Top-Rated Alternatives [ ![ConnectWise CPQ](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "ConnectWise CPQ") ConnectWise CPQ 4/5(142) ](https://www.g2.com/products/connectwise-cpq/reviews) [ ![Vendavo](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Vendavo") Vendavo 4.3/5(68) ](https://www.g2.com/products/vendavo-vendavo/reviews) [ ![Agentforce Revenue Management (formerly Salesforce Revenue Cloud)](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Agentforce Revenue Management (formerly Salesforce Revenue Cloud)") Agentforce Revenue Management (formerly Salesforce Revenue Cloud) 4.2/5(1,502) ](https://www.g2.com/products/agentforce-revenue-management-formerly-salesforce-revenue-cloud/reviews) [ View All Alternatives ](https://www.g2.com/products/quotewerks/competitors/alternatives) ##### Categories on G2 [Proposal](https://www.g2.com/categories/proposal)[CPQ](https://www.g2.com/categories/cpq)[Quote-to-Cash](https://www.g2.com/categories/quote-to-cash) ##### Explore More [Which application shielding vendors avoid vendor lock-in and keep pricing transparent as your app scales to a larger user base?](https://www.g2.com/discussions/which-application-shielding-vendors-avoid-vendor-lock-in-and-keep-pricing-transparent-as-your-app-scales-to-a-larger-user-base)[Which education HR software offers intuitive interfaces that faculty members can navigate without IT training or ongoing support?](https://www.g2.com/discussions/which-education-hr-software-offers-intuitive-interfaces-that-faculty-members-can-navigate-without-it-training-or-ongoing-support)[Best software for automating document templates](https://www.g2.com/discussions/what-is-the-best-software-for-automating-document-templates) [Top big data integration tools for hybrid environments](https://www.g2.com/discussions/what-are-the-top-big-data-integration-tools-for-hybrid-environments)[Best analytics platform for startup data needs](https://www.g2.com/discussions/best-analytics-platform-for-startup-data-needs)[Pros and Cons Details](https://www.g2.com/products/quotewerks/reviews?qs=pros-and-cons) [Show MoreShow Less](javascript:void(0);)