--- 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? 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Team Manager Small-Business (50 or fewer emp.) 3/9/2019 "Integration with CRM and distributors" 3/5 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. Review collected by and hosted on G2.com. 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 Review collected by and hosted on G2.com. 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 Review collected by and hosted on G2.com. 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 Review collected by and hosted on G2.com. Show More Response from Brian Laufer of QuoteWerks [Editedit](https://www.g2.com/survey_responses/quotewerks-review-1902731/official_response/edit) 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. Validated ReviewerIncentivizedSource: G2 invite ![Verified User in Automotive](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Automotive") UA Verified User in Automotive Small-Business (50 or fewer emp.) 4/25/2019 "QUOTEWERK WORKS" 4/5 What do you like best about QuoteWerks? Quotewerks creates professional looking quotes for potential customers. Review collected by and hosted on G2.com. What do you dislike about QuoteWerks? Would like more design options to make it my own. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite WC William C. Delaware Enterprise (\> 1000 emp.) 1/7/2019 "QuoteWerks offers powerful quoting" 4.5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![Verified User in Accounting](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Accounting") UA Verified User in Accounting Mid-Market (51-1000 emp.) 11/21/2018 Business partner of the seller or seller's competitor, not included in G2 scores. "Quoteworks is some of the most reliable software I've come across " 2.5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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 Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite ![Jason H.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Jason H.") JH Jason H. Estimator / Project Manager Construction Mid-Market (51-1000 emp.) 3/12/2019 Business partner of the seller or seller's competitor, not included in G2 scores. "Quote Werks Review" 3.5/5 What do you like best about QuoteWerks? I enjoy the ease of the being able To write up quotations with Quick Werks Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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 Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![Verified User in Staffing and Recruiting](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Staffing and Recruiting") US Verified User in Staffing and Recruiting Small-Business (50 or fewer emp.) 12/17/2018 "One of the best!" 3.5/5 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. 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? 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 Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![Silas W.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Silas W.") SW Silas W. Model Apparel & Fashion Enterprise (\> 1000 emp.) 12/5/2018 "QuoteWerks in Review" 4/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![Sammie M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Sammie M.") SM Sammie M. Sales Manager Sporting Goods Small-Business (50 or fewer emp.) 7/31/2018 "Excellent Product! " 5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![Verified User in Insurance](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Insurance") CI Verified User in Insurance Enterprise (\> 1000 emp.) 1/31/2019 Business partner of the seller or seller's competitor, not included in G2 scores. "excellent software" 4.5/5 What do you like best about QuoteWerks? Fantastic tool for building and managing your sales opportunities and quotes. Review collected by and hosted on G2.com. 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 Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![Roman Z.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Roman Z.") RZ Roman Z. Co-Comapny Small-Business (50 or fewer emp.) 1/4/2019 "So Far Best Software" 5/5 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 Review collected by and hosted on G2.com. 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 Review collected by and hosted on G2.com. Recommendations to others considering QuoteWerks: Get To Know The Program Better By Reviewing Videos Review collected by and hosted on G2.com. 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 Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ## 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);)