--- title: QuoteWerks Reviews meta_title: 'QuoteWerks Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 206 reviews by the users' company size, role or industry to find out how QuoteWerks works for a business like yours. aggregate_rating: rating_value: 4.4 review_count: 206 scale: '5' date_modified: '2026-08-13' parent_category: name: Quote Management url: https://www.g2.com/categories/quote-management --- # QuoteWerks Reviews **Vendor:** Aspire Technologies **Category:** [CPQ Software](https://www.g2.com/categories/cpq) **Average Rating:** 4.4/5.0 **Total Reviews:** 206 ## About QuoteWerks Integration | Price | Support | Features QuoteWerks is a market-leading Configure, Price, Quote (CPQ) solution that helps businesses streamline their sales quoting and proposal process. Trusted by over 35,000 users in 100+ countries, QuoteWerks integrates with over 115 CRMs, PSAs, and accounting systems — including HubSpot, Salesforce, ConnectWise, Autotask, and QuickBooks — eliminating double entry and ensuring data accuracy across your tech stack. With QuoteWerks, sales teams can quickly create professional quotes and proposals, automate approvals and purchasing, and track customer engagement through QuoteValet. Customers choose QuoteWerks for its reliability, affordability, and legendary support — delivering enterprise-grade CPQ capabilities without enterprise-level complexity or cost. ## QuoteWerks Pros & Cons **What users like:** - Users appreciate the **ease of use** of QuoteWerks, which significantly enhances efficiency and streamlines processes across the board. (15 reviews) - Users value the **efficiency** of QuoteWerks for seamless quoting, project management, and contract processes. (10 reviews) - Users love the **professional-quality templates** of QuoteWerks, enhancing branding and improving client presentations effectively. (9 reviews) - Users commend QuoteWerks for its **efficiency improvement** , effortlessly streamlining quotes to contract management throughout the entire process. (8 reviews) - Users value the **easy and comprehensive integration** of QuoteWerks, enhancing workflow and streamlining the entire sales process. (8 reviews) - Users value the **time-saving efficiency** of QuoteWerks, streamlining quoting and invoicing processes for smoother operations. (8 reviews) - Process Efficiency (7 reviews) - Users find the **quoting process** of QuoteWerks easy and efficient for creating sales quotations and proposals. (7 reviews) - Capabilities (5 reviews) - CRM Integration (5 reviews) **What users dislike:** - Users find the **interface design outdated** , affecting navigation and overall user experience compared to modern applications. (4 reviews) - Users find the **complex setup** time-consuming, especially with numerous products and integration, affecting overall efficiency. (3 reviews) - Users find the **interface dated** , hindering navigation and setup, and desire a more modern design for better usability. (2 reviews) - Users feel that QuoteWerks is **somewhat expensive** and the deployment process takes longer than anticipated. (2 reviews) - Users often face **billing issues** , finding the pricing less competitive and deployment longer than anticipated. (1 reviews) - Users find the **complex automation** features lacking, leading to inefficient processes and a less intuitive experience. (1 reviews) - Complexity (1 reviews) - Contact Management (1 reviews) - Difficult Learning (1 reviews) - Implementation Difficulties (1 reviews) ## QuoteWerks Reviews ### 1. 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. 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. ### 3. 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. ### 4. 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. ### 5. 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. ### 6. 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. ### 7. 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. ### 8. 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. ### 9. 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. ### 10. 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 ### 11. 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 ### 12. 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. ### 13. quotewerks - Moderate **Rating:** 4.0/5.0 stars **Reviewed by:** Shelby D. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 22, 2018 **What do you like best about QuoteWerks?** I like the ease of use and how the product ties into our other softwares and helps to manage our configurations for renewals. We use connectwise so it integrates well with it. It also pull all information from the vendors that we have linked through it. The product makes delivery quotes, proposals, scopes of work, renewals, and other sales packets easy. **What do you dislike about QuoteWerks?** I diislike how slow the application is. We have upgraded many times, but no matter what the speed of the application lags. the appearance of the application is outdated and can use a facelift (new image). **Recommendations to others considering QuoteWerks:** Use the product to its full capabilities. It does have the ability to only quote from, but the most impact you will get from the product is to use it as it is intended. Dont manually type everything in. It is best to upload all your company data and take the time to make sure it is all correct. In the long run it will save time and make putting documents together to send it out a lot easier. **What problems is QuoteWerks solving and how is that benefiting you?** As of right now we do not currently use quotewerks to its full ability. it does tend to become confusing without the proper training from the vendor. It is hard for us to understand the greatness of quotewerks since we only use the basics for it. If you do get this product, i recommend using all aspects of it so it makes the functionality of it more impactful **Official Response from Brian Laufer:** > Shelby, Thank you for taking the time to review QuoteWerks. I am sorry that you are running into a speed issue. Have you spoken with our Technical Support (https://www.quotewerks.com/support.asp) about what you are experiencing? We have experienced technicians that will help determine possible causes (environment, database maintenance, upgrading Database, etc). As far as the interface is concerned, we released version 5.3 of QuoteWerks that has an updated interface and also recently announced QuoteWerks Web (https://www.quotewerks.com/quotewerksweb.asp). QuoteWerks Web has a new interface that we have received numerous positive comments about. Shelby, thank you again for your review and I hope you reach out to our team to diagnose the issue. Through G2 Crowd, I cannot determine your contact information, otherwise, I would have a technician reach out to you. ### 14. Quoteworks review **Rating:** 4.0/5.0 stars **Reviewed by:** Rakesh P. | Account Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** February 07, 2019 **What do you like best about QuoteWerks?** Multiple sign on authentication to log in **What do you dislike about QuoteWerks?** Many. Templates can’t be saved. Old quotes with pre populated data is cumbersome **Recommendations to others considering QuoteWerks:** Na **What problems is QuoteWerks solving and how is that benefiting you?** Quotes to be generated for clients ### 15. Good Tool for Good Price **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** June 26, 2018 **What do you like best about QuoteWerks?** Quotewerks is great because it's a functional tool that integrates with our CRM, allows us to collect payments at the time of sale (QuoteValet), and the price is reasonable. **What do you dislike about QuoteWerks?** Extremely old design. Requires server version to get use out of it. Hard to grasp if you're a new user. **Recommendations to others considering QuoteWerks:** Make sure you have a resource dedicated to learning the software before rolling it out to your team. There are so many places to update information, and you want to ensure someone knows exactly how to use it and can provide support to your team if needed. **What problems is QuoteWerks solving and how is that benefiting you?** Problems solved: ease of quoting clients and collecting downpayments at point of sale. Greatest benefit is being able to move on something without waiting for a check to be mailed and deposited, we can get started as soon as they make payment. ### 16. Really enjoy this software **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Education Management | Mid-Market (51-1000 emp.) **Reviewed Date:** March 15, 2019 **What do you like best about QuoteWerks?** I truly enjoy using this software. I’m able to get details to clients quickly and accurately. **What do you dislike about QuoteWerks?** There is actually nothing that I dislike about this software! **What problems is QuoteWerks solving and how is that benefiting you?** We are all moving much faster and facing fewer client call backs in search of quotes. ### 17. Quoting tool **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** March 08, 2019 **What do you like best about QuoteWerks?** The options to create features by user and be able to edit line items. **What do you dislike about QuoteWerks?** No mobile app option available within this product **Recommendations to others considering QuoteWerks:** Compare to Quosal/CW Sell. Both have pros and cons to their tool. **What problems is QuoteWerks solving and how is that benefiting you?** Replaced with SELL **Official Response from Brian Laufer:** > Thank you for taking the time to write a review. QuoteWerks does have both a desktop and a web version. QuoteWerks Web: https://www.quotewerks.com/quotewerksweb.asp If you decide that SELL does not work out for you and your organization, I invite you to take another look at QuoteWerks Web and our enhancements. We release over 150 new features each year. ### 18. Different kind of proposal solution **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Hospitality | Small-Business (50 or fewer emp.) **Reviewed Date:** July 05, 2018 **What do you like best about QuoteWerks?** This one is a different kind of cookie. It's not the usual kind of CRM, which means I had to use a different mindset to get around this. (Hey, some things are a habit.) It might be hard for the average CSR user to let go of a few biases, but once we get around that... This one works. 1. It's affordable. 2. It does offer a turn-key solution to help us evolve our sales, faster. 3. It's easy to set-up and use. 4. I could see why this would be awesome for first-time users or new business owners. **What do you dislike about QuoteWerks?** There are, unfortunately, more than a few cons about this software. This is even after we change our mindsets about how to use it. 1. There are limited bells and whistles. (Other CRMs offer more and are more easily customizable.) 2. I had a harder time using its search features. I didn't get the information I wanted it the way I wanted it. 3. The Dashboard is, at best, barely meh. 4. These guys REALLY need to get some apps ready so it's more easily integrated. **Recommendations to others considering QuoteWerks:** This isn't the full CRM you might be wanting. What makes it worthwhile is that it's easy to set-up, easy to use, and easy to get others trained on this system. In terms of writing quotes (and only writing quotes), it's pretty efficient. If you need this to work with apps, especially for those out in the field, you'll be disappointed. **What problems is QuoteWerks solving and how is that benefiting you?** I could train people fairly easily on this, which would make it excellent for the new business owners. It does make writing/modifying proposals/quotes very easy. ### 19. Intuitive **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** November 21, 2018 **What do you like best about QuoteWerks?** Quote works is easy to navigate without any training. The interface is laid out well and ease of movement between fields makes it intuitive. **What do you dislike about QuoteWerks?** Improvements could be done by being able to copy and paste multiple lines from a spreadsheet over into quoteworkd instead of line by line. **What problems is QuoteWerks solving and how is that benefiting you?** Generating quotes for customers, being able to calculate marginmanually. . ### 20. Great product! **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Mechanical or Industrial Engineering | Small-Business (50 or fewer emp.) **Reviewed Date:** October 23, 2018 **What do you like best about QuoteWerks?** 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. QuoteWerks makes it very easy to generate more than one quote per account so the customer has documents they can use to compare options side by side. **What do you dislike about QuoteWerks?** No dislikes! It's a great program self explanatory! **What problems is QuoteWerks solving and how is that benefiting you?** Not as complicated as other programs. ### 21. I love this product **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.) **Reviewed Date:** November 08, 2018 **What do you like best about QuoteWerks?** It's takes allllllll of the work out of handling customer quotes **What do you dislike about QuoteWerks?** That it's missing add in features that an old software I used to use had **What problems is QuoteWerks solving and how is that benefiting you?** Quicker quotes going out to customers and quicker response time ### 22. QW Use **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** July 30, 2018 **What do you like best about QuoteWerks?** it works fine for what we do. Formal quoting of ERP systems, consulting, and HW. **What do you dislike about QuoteWerks?** Not incredibly flexible. In some ways that is good. We don't want too much ad-lib for quotes. **What problems is QuoteWerks solving and how is that benefiting you?** standardized quoting of proposals. ### 23. Solid tool that gets the job done. **Rating:** 3.5/5.0 stars **Reviewed by:** Nikkii K. | Front Line Account Manager, Computer Software, Mid-Market (51-1000 emp.) **Reviewed Date:** March 04, 2018 **What do you like best about QuoteWerks?** This is a great tool that does what it’s supposed to do. It’s easy to make changes and adjustments, easier to write in specific discounts, and I like the ability to email my quotes out directly from the system. **What do you dislike about QuoteWerks?** It could be easier to learn... took a long time to get comfortable in the system. **Recommendations to others considering QuoteWerks:** This is a great tool! It’s not the best fit for someone who is not technical, but if you are comfortable learning how to use new software then you will do fine with Quotewerks. **What problems is QuoteWerks solving and how is that benefiting you?** Used to send out quotes to prospects and clients. ### 24. Great quoting tool **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** January 29, 2018 **What do you like best about QuoteWerks?** Easy installation, lisensing model is easy to you and they updated the program at least 3-4 time an year. **What do you dislike about QuoteWerks?** It does not work with my accounting software, sage, however it does work with others. **Recommendations to others considering QuoteWerks:** I believe this is a very powerful tool, it has several integrations available that makes your life easier and makes you look good to your customers. I don’t think it’s too expensive, however they do have addons that can make life easier but will bring the bill higher. **What problems is QuoteWerks solving and how is that benefiting you?** It makes easier for my sales team to create, edit it and send quotes, no need to use excel and it works with out vendors for easy pricing and part catalogs as well. ### 25. not bad **Rating:** 3.5/5.0 stars **Reviewed by:** Keith B. | Student Intern, Financial Services, Mid-Market (51-1000 emp.) **Reviewed Date:** July 20, 2018 **What do you like best about QuoteWerks?** the organization of the program and navigation **What do you dislike about QuoteWerks?** it is not the fastest the program we could be using **What problems is QuoteWerks solving and how is that benefiting you?** Benefits are the organization ### 26. Quotes in seconds **Rating:** 3.5/5.0 stars **Reviewed by:** anthony p. | Small-Business (50 or fewer emp.) **Reviewed Date:** January 26, 2018 **What do you like best about QuoteWerks?** The integration with our distributors has been great. It allows us to quickly generate invoices with real-time pricing. We can easily use this to track profitability for our sales team. **What do you dislike about QuoteWerks?** Takes a bit of time to train a new sales person but it's well worth the effort. **Recommendations to others considering QuoteWerks:** continue to provide top notch support **What problems is QuoteWerks solving and how is that benefiting you?** We have been able to stay on top of getting quotes out in a timely manner and realized true profitability with each quote. ### 27. Great for basic quoting **Rating:** 3.5/5.0 stars **Reviewed by:** Maury K. | Inside Sales Manager, Information Technology and Services, Mid-Market (51-1000 emp.) **Reviewed Date:** December 28, 2017 **What do you like best about QuoteWerks?** I like the ease of adding optional items to a quote and moving the quote through to an order and out to GreatPlains. I also like the connectivity to ConnectWise so that I don’t have to double/triple input information in different programs. **What do you dislike about QuoteWerks?** The templates are very difficult to customize. They require lots of time and effort to make even a small change. **What problems is QuoteWerks solving and how is that benefiting you?** Quoting and ordering. We are able to more efficiently work with a quote between multiple people and programs. ### 28. Awesome product **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** May 03, 2018 **What do you like best about QuoteWerks?** Helped generate accurate quotes for my business models produced on a daily basis. **What do you dislike about QuoteWerks?** Not as user friendly as I would have liked it to be. **What problems is QuoteWerks solving and how is that benefiting you?** Solving the gap between results needed and results produced. ### 29. Fantastic tool for building and managing sales opportunities and quotes **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Wholesale | Small-Business (50 or fewer emp.) **Reviewed Date:** December 28, 2017 **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. **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. **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. ### 30. Before QuoteWerks **Rating:** 4.0/5.0 stars **Reviewed by:** Jennifer S. | Office Manager, Information Technology and Services, Small-Business (50 or fewer emp.) **Reviewed Date:** March 08, 2017 **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. **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. **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. **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. ### 31. Great Software **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Enterprise (> 1000 emp.) **Reviewed Date:** January 26, 2018 **What do you like best about QuoteWerks?** It's user-friendly and very efficient, I love the ease of this program. **What do you dislike about QuoteWerks?** There's nothing I dislike about Quotewerks. **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. ### 32. QuoteWerks works **Rating:** 4.0/5.0 stars **Reviewed by:** Henrik C. | Manager, Talently, Staffing and Recruiting, Mid-Market (51-1000 emp.) **Reviewed Date:** January 31, 2017 **What do you like best about QuoteWerks?** QW has a lot of possibilities for customization and it is quite easy to use. It is stable and new versions are constantly provided with new features. **What do you dislike about QuoteWerks?** The UI is a bit old fashinoned and the report generator belongs to the 60's. We need a real WYSIWYG/grphical tool for this... **Recommendations to others considering QuoteWerks:** Very US centric but still able to handle currencies etc. Integrations to distributors etc. is focused around IT and the US market. **What problems is QuoteWerks solving and how is that benefiting you?** Sales people entering their sales orders. QW works as a middleware for us between Maximizer CRM and our Navision ERP. ### 33. QuoteWerks has been a life saver **Rating:** 4.0/5.0 stars **Reviewed by:** Craig C. | Project Manager II, Hospital & Health Care, Enterprise (> 1000 emp.) **Reviewed Date:** March 08, 2017 **What do you like best about QuoteWerks?** Ease of creating quotes. Flexibility is setting up a workflow that works for our company. **What do you dislike about QuoteWerks?** Wish there was a better way to handle line-item billing. We found a process that works for us, but it's a bit of a work around. **What problems is QuoteWerks solving and how is that benefiting you?** Sending quotes to customers. Documenting quote/order/invoice statuses. We are now on top of our billing. No more hunting though emails and network drives. ### 34. It works **Rating:** 3.5/5.0 stars **Reviewed by:** Marvin C. | Account Manager, Computer Hardware, Mid-Market (51-1000 emp.) **Reviewed Date:** March 03, 2017 **What do you like best about QuoteWerks?** It works well for line item quotes. I think it is easy to work and use. **What do you dislike about QuoteWerks?** I wish there was a way to see cost as I build my quotes. **Recommendations to others considering QuoteWerks:** It think being able to put cost would be nice. It would also be nice to compare like models. For instance, I wish there was a way for it too see that I used the same parts for another quote and tell me what I set the price at. **What problems is QuoteWerks solving and how is that benefiting you?** The ability to make a quick quote is nice. Premade quotes saves time. ### 35. QuoteWerks for IT Quoting **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** March 08, 2017 **What do you like best about QuoteWerks?** - Ability to customize the look of quote - Customize configurators and bundles assist with fast quote build - Lots of videos online to walk through things that you're unfamiliar with - Price is cheaper than other options I researched - Integration with QuoteValet - Integration with Etilize **What do you dislike about QuoteWerks?** - Hard to navigate sometimes unless you are pro at SQL - Large learning curve when trying to customize **What problems is QuoteWerks solving and how is that benefiting you?** After purchasing QW, our qoting time has certainly decreased, though previously we did not have any quoting software to assist at all. We're able to easily go in and change a quote and save as revision so we are able to see old quotes, which is helpful. ### 36. QuoteWerks **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Broadcast Media | Small-Business (50 or fewer emp.) **Reviewed Date:** January 30, 2017 **What do you like best about QuoteWerks?** Easy to add products and customer details, I like that we are able to brand the quotes for our company and have a unifies look as a salesforce **What do you dislike about QuoteWerks?** program is a little bulky. we only use the quoting tools. wish i could see in the program other quotes my colleagues have worked on. **What problems is QuoteWerks solving and how is that benefiting you?** by using the templates and having the ability to create templates for quotes our sales force is able to have uniformed look when providing quotes to cusotmers ### 37. Changed our Quoting process **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** March 08, 2017 **What do you like best about QuoteWerks?** It integrates with Autotask and manages all our quotes in one place **What do you dislike about QuoteWerks?** Their support (while generally very good) , you only get a limited amount of time that they keep track of for questions etc. **What problems is QuoteWerks solving and how is that benefiting you?** It organizes all our quotes and prevents duplicate information ### 38. Great tool, just requires you to put in the time and effort to make it work **Rating:** 4.0/5.0 stars **Reviewed by:** Michael V. | President, Construction, Small-Business (50 or fewer emp.) **Reviewed Date:** May 23, 2016 **What do you like best about QuoteWerks?** Ability to pull current inventory from participating vendors with pricing and support materials. **What do you dislike about QuoteWerks?** Estimates are very difficult to layout and get right without programming knowledge. Optional items are a pain to get to look proper on a quote to indicate they are optional and not included. I think it's very difficult to link spec sheets and pictures to items in the inventory. **Recommendations to others considering QuoteWerks:** Put in the time and money to deploy it properly or you won't be satisfied with the results. It's a powerful tool and takes training and time to implement. You also need to commit to maintaining the database to keep it current. **What problems is QuoteWerks solving and how is that benefiting you?** Professional looking quotes delivered electronically. Our quotes look much more professional and the customers enjoy accepting online with all the tracking that goes with it. ### 39. Quote Werks **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** March 08, 2017 **What do you like best about QuoteWerks?** Ease of use, ability to send and communicate with clients via the quote **What do you dislike about QuoteWerks?** Can't edit templates before delivering. **What problems is QuoteWerks solving and how is that benefiting you?** Saving time delivering to clients ### 40. Not a bad product, Just not good support **Rating:** 3.5/5.0 stars **Reviewed by:** Tyson R. | Senior Systems Administrator, Small-Business (50 or fewer emp.) **Reviewed Date:** May 28, 2015 **What do you like best about QuoteWerks?** Etilize makes it IMMENSELY easier to quote things. While it's a little wonky sometimes with Description, what it does give saves us huge amounts of time tracking pricing. Quotevalet is a freaking blessing. I don't need to track a Client PO down manually, I just now have quote acceptance emails go to an Ordering Folder so I know ASAP if I need to get an order in. I especially like that you can set a threshhold for quotes that will actually TEXT you on acceptance as well! While we haven't set up Quickbooks automation the Template Creator is incredibly useful for helping us speed invoicing. **What do you dislike about QuoteWerks?** The support is terrible, so far their email support always asks us to COMPLETELY open everything up to make things work (If I can't figure out how to fix it myself). IE: Completely disable our firewall and any antivirus company wide to see if it's the reason we were having massive lag with Quotewerks (Like 15 minutes to save a single line lag, it turned out that we needed to migrate to a SQL DB over their FlatFile and everything worked fine) Give every salesperson in the company Global Admin Permissions for Autotask (Our CRM and Ticketing system). Stuff like that isn't just annoying. It's not testable so we end up having to figure out a solution ourselves. **What problems is QuoteWerks solving and how is that benefiting you?** We're an IT Company. That means what we sell changes either in price or technology constantly. Quotewerk's Etilize system and ease of use help us quickly and efficiently get our clients what they want. ### 41. QuoteWerks gets the job done for folks who don't need fancy software **Rating:** 3.5/5.0 stars **Reviewed by:** Dave J. | Marketing Manager, Machinery, Mid-Market (51-1000 emp.) **Reviewed Date:** May 12, 2015 **What do you like best about QuoteWerks?** QuoteWerks is in a sweet spot for software ... flexible enough for complex quoting that small to medium size businesses neeed without being too much software. It gets the job done. Includes: mulitiple product price lists, quoting by item or configured, report output designer, PDF generator, CRM linking. While I haven't used it, I've taken a close look at their QuoteValet service and it is very impressive for the customer experience. It has minimal capability for orders, CRM, and invoicing. **What do you dislike about QuoteWerks?** QuoteWerks is based on old software and it shows sometimes. They do keep it up to date, and it it super functional, unlike some old CRM software that I use with it. I would like it to be more cloud-ready. **Recommendations to others considering QuoteWerks:** If you have a diverse product line, or semi-complex products, and want a low-overhead solutions, QuoteWerks maybe the right pick. Don't be dissuaded its non-cloud nativeness. **What problems is QuoteWerks solving and how is that benefiting you?** I needed a software for our service people to generate quotes. They can use a template to calculate travel according to our rules, add parts, and keep track. They have used it for years with very little complaining, fixing, or upkeep. ### 42. Quotewerks has simplified our quoting process, substantially **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Oil & Energy | Small-Business (50 or fewer emp.) **Reviewed Date:** May 01, 2015 **What do you like best about QuoteWerks?** The ability to edit and revision quotes has become so much easier for us and has saved a substantial amount of time. We normally do several revisions for each quote, so this is a huge plus. Also, the ability to have different outputs based on the type of products or services we are quoting. **What do you dislike about QuoteWerks?** There is a HUGE learning curve to build and edit your quote out puts via the layout templates. It is a not an intuitive process and again, is a huge learning curve to be able to use and alter layouts. I wish there was a better way to create output layouts than currently supplied by Quotewerks. Other than the need to learn out to create the output layouts, the rest of the configuration of Quotewerks is pretty easy to use. The only other thing that could be easier is how to use the profiles and products for different pricing models. **Recommendations to others considering QuoteWerks:** Definitely purchase a quick start professional services engagement from either Quotewerks directly or one of their partners. This will speed up you learning and time to production time tremendously. **What problems is QuoteWerks solving and how is that benefiting you?** It has help us decrease the time to produce a quote and has allowed us to maintain one central place with all pricing, bundles and configs. That maintenance alone has saved numerous hours for me, the admin of the system. Keeping the overall system current and with current pricing is the a huge benefit to us and also a huge time saver. **Official Response from Brandon Grant:** > Thank you for taking the time to post a review for QuoteWerks! In addition to our Crystal Reports style layout designer (that can have a learning curve as you described), we also have an integration with Microsoft Word. This features lets you "design" your quote / proposal using Word and then QuoteWerks will simply merge the data from your quote into your Word template. You might find this as an easier option. ### 43. Great Product. Even Better People **Rating:** 4.0/5.0 stars **Reviewed by:** Chris C. | Owner, Information Technology and Services, Small-Business (50 or fewer emp.) **Reviewed Date:** May 12, 2015 **What do you like best about QuoteWerks?** The software has great feature set and works well with our PSA (Connectwise). The best part about the software is the support we get from their staff. They have always been great. **What do you dislike about QuoteWerks?** There quote design engine is a little behind and is sometimes difficult to make quotes look "pretty". Also, there is a high learning curve as it is a pretty complex product. **Recommendations to others considering QuoteWerks:** Training. Take advantage of their multiple training/support resources as it can be a little daunting in the beginning. **What problems is QuoteWerks solving and how is that benefiting you?** Organized quoting and product standardization is Great. Also the integration with our Vendors using Etalize to get real time pricing and product info is awesome. ### 44. Love the on the fly commission calculation **Rating:** 4.0/5.0 stars **Reviewed by:** Tim B. | Executive Vice President, Electrical/Electronic Manufacturing, Small-Business (50 or fewer emp.) **Reviewed Date:** April 28, 2015 **What do you like best about QuoteWerks?** The ability to build & email professional quotes including product pictures very quickly. Easy ramp for new sales people to get up to speed. **What do you dislike about QuoteWerks?** QuoteWerks seems to be less popular that the hosted products - therefore we see fewer new development and less integration support. Integration with QuickBooks could be more automated. **Recommendations to others considering QuoteWerks:** Give careful consideration to your product catalog, pricing and descrpitions - for ease of use. **What problems is QuoteWerks solving and how is that benefiting you?** As an outbound call center, our sales people can quote price and see the impact on their commission on the fly. ### 45. Great program for quoting and organizing opportunities **Rating:** 4.0/5.0 stars **Reviewed by:** David A. | Director Of Technical Operations, Small-Business (50 or fewer emp.) **Reviewed Date:** April 29, 2015 **What do you like best about QuoteWerks?** Quotewerks is very easy to use, attached to our SQL Server it easily allows our teams to create and view quotes from anyone. We also use their etilize subscription to pull automatically in content from our distributors. **What do you dislike about QuoteWerks?** We would like to see a little more control over the QuoteValet subscription and links. **What problems is QuoteWerks solving and how is that benefiting you?** Before quotewerks we had no formal quoting tool that could easily accommodate growth. ### 46. Good Tool **Rating:** 4.0/5.0 stars **Reviewed by:** Bill K. | Inside Sales Representative, Information Technology and Services, Mid-Market (51-1000 emp.) **Reviewed Date:** April 10, 2015 **What do you like best about QuoteWerks?** The best feature is the ease of importing quotes from various distributors. Also, very easy to make new quote templates to send to customers. **What do you dislike about QuoteWerks?** The biggest downfall is having to manage remote user's version upgrades. There always seemed to be a problem when the versions were not the same. **Recommendations to others considering QuoteWerks:** Quotewerks is a great solution for the SMB market and works well with Salesforce and Quickbooks. Depending on the amount of work you put into setting up the application, you can have access to real time pricing from distribution and link with peripheral products like Salesforce and Quickbooks. **What problems is QuoteWerks solving and how is that benefiting you?** Quick and professional looking quotes to customers. Also easy to manage quotes and margins ### 47. Very powerful quoting tool **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** May 05, 2015 **What do you like best about QuoteWerks?** The ability to customise all aspects of the product, integration with Quickbooks and Autotask and the fact that it offers and incredibly comprehensive solution to quoting. For the IT industry the automatic distributor pricing lookup is also a timesaver. **What do you dislike about QuoteWerks?** The interface is very complex which gives a steep learning curve. Also the application does not have a cloud version and is not a web application to make it easily cloud compatible. **What problems is QuoteWerks solving and how is that benefiting you?** Consistent quoting across staff is usually a problem and Quotewerks allows us to lock this down and ensure everything is recorded consistently. ### 48. A quick and efficient way for our Sales team to produce professional looking quotes. **Rating:** 4.0/5.0 stars **Reviewed by:** Mike R. | General Manager, Information Technology and Services, Small-Business (50 or fewer emp.) **Reviewed Date:** April 28, 2015 **What do you like best about QuoteWerks?** Integration with Connectwise Ease of configuration and use **What do you dislike about QuoteWerks?** Only thing I can pick is turnaround time for support but this is mostly due to timezone differences between Aus and US. **What problems is QuoteWerks solving and how is that benefiting you?** Time efficient quoting ### 49. QuoteWerks is a basic quoting software program **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Telecommunications | Small-Business (50 or fewer emp.) **Reviewed Date:** April 09, 2015 **What do you like best about QuoteWerks?** Frequent software updates / Bug fixes Excellent Customer Service **What do you dislike about QuoteWerks?** There is nothing that I dislike about the program **What problems is QuoteWerks solving and how is that benefiting you?** ease of use with syncing to Salesforce.com CRM ### 50. Using it everyday at work **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Consumer Services | Mid-Market (51-1000 emp.) **Reviewed Date:** April 10, 2015 **What do you like best about QuoteWerks?** Configurator function, required items and optional items functions and quotevalet. **What do you dislike about QuoteWerks?** Not being able to move items by drag and drop. View looks so much like an Excel spreadsheet but it's not as modifiable. **What problems is QuoteWerks solving and how is that benefiting you?** No more conflicting price sheets. Everything is centralized. ## QuoteWerks Discussions - [I'm overwhelmed with all of the CPQ and Proposal solutions. Where do I start?](https://www.g2.com/discussions/2466-i-m-overwhelmed-with-all-of-the-cpq-and-proposal-solutions-where-do-i-start) - 1 comment, 1 upvote - [Does QuoteWerks offer support?](https://www.g2.com/discussions/2465-does-quotewerks-offer-support) - 1 comment, 1 upvote - [View QuoteWerks pricing details and edition comparison](https://www.g2.com/products/quotewerks/reviews?filters%5Bnps_score%5D=4§ion=pricing&secure%5Bexpires_at%5D=2026-08-13+23%3A07%3A02+-0500&secure%5Bsession_id%5D=3b359213-ac73-4090-a207-2196b839fcea&secure%5Btoken%5D=38a556903e18fb39c423ecb60f3b7a7b1b47926342b397d74543f2cf97e380a5&format=llm_user) ## QuoteWerks Integrations - [Act!](https://www.g2.com/products/act/reviews) - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - [Authorize.net](https://www.g2.com/products/authorize-net/reviews) - [Autotask](https://www.g2.com/products/autotask/reviews) - [ConnectBooster](https://www.g2.com/products/connectbooster/reviews) - 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Real-Time Data - Proposal Generation - Billing & Invoicing - Generative AI - Customizable Branding - Template Management - Document Management - Estimating - Email Management - Third-Party Integrations - Reporting & Statistics - Access Controls/Permissions - Customizable Fields - CRM - Pricing Management - API - Accounting Integration - Activity Dashboard - Contract/License Management - Electronic Payments - Audit Trail - Quotes/Estimates **Configuration - cpq** - Product Catalog - Guided Selling - Configuration Rules - Price Configuration - Visual Configuration **Document Creation** - Customizability: Variables and Fields - Template Creation and Flexibility - Rich Media - Online Document Creation - PDF Creation - Custom Branding **Customer Requirements** - Quoting - Configuration - Pricing **Pricing** - Pricing Flexibility - Discounting - Commerical Rules - Terms and Conditions - Approval Workflow - Renewals **Workflow** - Document Builder Interface - Collaborative Creation - Assembly and Approval Workflows **Contracts** - Creation - Negotiation - Execution **Quoting** - Grouping - Version Control - Quote Document Generation - Ordering - Contracts - Approval Process Control **Analytics** - Engagement Tracking - Proposal Effectiveness Reporting - Reporting and Dashboards **Revenue** - Invoicing - Matching - Recognition **Admin** - Configuration Ease of Admin - Pricing Administration - Workflow Management - Document Management - Contact Management - Discount Management - Catalog Management - Contract/License Management - Renewal Management - Price/Margin Management - Order Management **Administration and Platform** - User, Role, and Access Management - Alerts and Notifications - CRM Integration - Electronic Signature - CPQ Integration - API / Integrations - Contract/License Management - Knowledge Base Management - Contact Management - RFP Management - Workflow Management - Document Management - Task Management - API **Channels** - Mobile User Support - Channel Partner Support - eCommerce **Generative AI** - AI Text Generation - Generative AI - Proposal Generation **Additional Functionality** - Templates - Collaboration Tools - AI Copilot - CRM - Automatic Formatting - Client Portal - Access Controls/Permissions - Quotes/Estimates - Customizable Reports - Content Library - Data Import/Export - Document Review - Document Automation - Reminders - Audit Trail - Reporting & Statistics - Approval Process Control - Version Control **Platform** - CRM Integration - Integration API - Internationalization - Scalability - Reporting and Dashboards - ERP Integration - Activity Dashboard - Third-Party Integrations **Generative AI - cpq** - Dynamic Quoting - Dynamic Pricing - Personalized Sale Recommendations **Additional Functionality** - Price and Cost Calculations - Data Visualization - Rules Engine - Real-Time Data - Quotes/Estimates - Audit Trail - Drag & Drop - Access Controls/Permissions - Sales Automation - Document Storage - AI Copilot - CRM - Customizable Templates - Product Configurator - Self Service Portal - Forecasting - Bills of Material - Multi-Currency - Generative AI - Customizable Branding - Electronic Signature - Document Templates - Reporting & Statistics ## Top QuoteWerks Alternatives - [ConnectWise CPQ](https://www.g2.com/products/connectwise-cpq/reviews) - 4.0/5.0 (122 reviews) - [Vendavo](https://www.g2.com/products/vendavo-vendavo/reviews) - 4.3/5.0 (66 reviews) - [Agentforce Revenue Management (formerly Salesforce Revenue Cloud)](https://www.g2.com/products/agentforce-revenue-management-formerly-salesforce-revenue-cloud/reviews) - 4.2/5.0 (1,408 reviews)