--- 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: '2026-08-09' 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 ![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 Small-Business (50 or fewer emp.) 8/23/2018 "Great but old" 2.5/5 What do you like best about QuoteWerks? I like Professional quote presentation the best. Preparing good looking quotes is easy Review collected by and hosted on G2.com. What do you dislike about QuoteWerks? The ui and slowness. Tasks like coordinating with Autotask are slow Review collected by and hosted on G2.com. What problems is QuoteWerks solving and how is that benefiting you? None at the moment Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![John K.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "John K.") JK John K. Global SugarCRM Manager Mechanical or Industrial Engineering Mid-Market (51-1000 emp.) 4/29/2015 "Review from an administrator, after 6 years" 4.5/5 What do you like best about QuoteWerks? The fact that we have an international presence requires us to be able to provide quotations in multilingual formats. QuoteWerks allows us to fully customize the layouts. Review collected by and hosted on G2.com. What do you dislike about QuoteWerks? The integration to our CRM could have been stronger. While we can migrate to Opportunities in SugarCRM and create new records and even schedule follow up calls in CRM, the process circumvents our CRMs data requirements, rendering the final record incomplete. There are also certain reports that could be a little more "robust". Review collected by and hosted on G2.com. Recommendations to others considering QuoteWerks: Review your sales model and understand the applications that need to communicate with one another - notably, CRM. CRM and QuoteWerks should work hand-in-hand, as both will drive sales. Review collected by and hosted on G2.com. What problems is QuoteWerks solving and how is that benefiting you? Greatly assists our pipeline management, allow us to report on capture ratios. We can also quickly review historic data for line items while quoting in a Cost+, List- or static/contract price structure. Review collected by and hosted on G2.com. Show More 10/18/2017 Validated ReviewerIncentivizedSource: G2 invite ![Catherine F.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Catherine F.") CF Catherine F. Inside Sales Business Supplies and Equipment Small-Business (50 or fewer emp.) 9/26/2017 "A solid program with a few quirks" 4.5/5 What do you like best about QuoteWerks? Overall it is pretty easy to get used to working in QuoteWerks for the standard user. The admin isn't hard once you learn the nuance of how it works. I think the document form management could be easier but it isn't anything that makes it not worth dealing with. Review collected by and hosted on G2.com. What do you dislike about QuoteWerks? The general template scheme. The document themselves aren't hard but there is a bit of an oddness to it, the email templates seem to be hit or miss, even the spellcheck doesn't work well as spell check keeps trying to check the spelling the HTML not just the email Review collected by and hosted on G2.com. Recommendations to others considering QuoteWerks: Make sure you have someone a little geeky on your staff for best results, it isn't normal user manageable. 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 ![Alec M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Alec M.") AM Alec M. Director Of Technology Small-Business (50 or fewer emp.) 10/31/2017 "Easy and powerful quoting and tracking software" 5/5 What do you like best about QuoteWerks? I love using this software! It is easy to create a quote and deliver to our clients. I can then track the status of the quote, when and who it was approved by, and view profits created by them. Review collected by and hosted on G2.com. What do you dislike about QuoteWerks? The products section takes a lot of time to create. Etilize helps to find products that we can purchase from other vendors but to get our services and products set up took some time. Review collected by and hosted on G2.com. Recommendations to others considering QuoteWerks: Just get the software! Setting up the software can be a pain but once everything is how you want it there is no going back! Review collected by and hosted on G2.com. What problems is QuoteWerks solving and how is that benefiting you? We needed a software that would streamline our quotes and provide our clients with something that is easy to ready, accept, and pay for if they decide to move on with our recomendations. Review collected by and hosted on G2.com. Show More 9/9/2025 Validated ReviewerIncentivizedSource: G2 invite ![JET T.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "JET T.") JT JET T. Partner/Owner Information Technology and Services Small-Business (50 or fewer emp.) 2/19/2018 "decent product for quoting" 2.5/5 What do you like best about QuoteWerks? the financials, and looking up quotes. It is easy to build the quotes and work with the right margin Review collected by and hosted on G2.com. What do you dislike about QuoteWerks? Setting up the customized forms. This was not easy and difficult at times. Review collected by and hosted on G2.com. What problems is QuoteWerks solving and how is that benefiting you? its connection to our distributor Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite AP anthony p. Small-Business (50 or fewer emp.) 1/26/2018 "Quotes in seconds" 3.5/5 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. Review collected by and hosted on G2.com. What do you dislike about QuoteWerks? Takes a bit of time to train a new sales person but it's well worth the effort. Review collected by and hosted on G2.com. Recommendations to others considering QuoteWerks: continue to provide top notch support Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Seller invite ![Maury K.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Maury K.") MK Maury K. Inside Sales Manager Information Technology and Services Mid-Market (51-1000 emp.) 12/28/2017 "Great for basic quoting" 3.5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![Jeff M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Jeff M.") JM Jeff M. Operations Manager Construction Small-Business (50 or fewer emp.) 4/28/2018 "Quote works" 4.5/5 What do you like best about QuoteWerks? Ease of use mostly...................................................... Review collected by and hosted on G2.com. What do you dislike about QuoteWerks? Im pleased with everything......................................... Review collected by and hosted on G2.com. What problems is QuoteWerks solving and how is that benefiting you? Excellent sales potential 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 Mid-Market (51-1000 emp.) 10/19/2017 "Not a fan" 1.5/5 What do you like best about QuoteWerks? It's hard for me to find something that I like about QW. I mean, it does the job and it presents our proposals in contracts in an organized fashion. But we can't use the Quote Valet feature or any of the other stuff. Review collected by and hosted on G2.com. What do you dislike about QuoteWerks? Like I mentioned, we can't use most of the features. Also, the communication between QW and CRM is awful. If we close something in QW (won or lost) it almost never closes it in CRM. We have to go back in and manually close the opportunity in our CRM. Also, the projected revenue is practically a made up number. It never matches. We've checked the links and everything -- still wrong. If we turn something over and then make a change, we can't resubmit. In our industry, it's pretty imperative that we can make changes to existing orders. Review collected by and hosted on G2.com. Recommendations to others considering QuoteWerks: Update and make communication more seamless Review collected by and hosted on G2.com. What problems is QuoteWerks solving and how is that benefiting you? Organized and professional quotes and contracts. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![Sue S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Sue S.") SS Sue S. Account Executive Information Technology and Services Small-Business (50 or fewer emp.) 10/30/2017 "Quotewerks does everything we need it to for quoting" 4.5/5 What do you like best about QuoteWerks? It's nice to be able to create a quote and then when I go to sell the same product be able to cut and paste the options into a new quote.It also integrates very well into ConnectWise. Review collected by and hosted on G2.com. What do you dislike about QuoteWerks? At times, Quotewerks can be a little clunky. It could use a few more bells and whistles. Review collected by and hosted on G2.com. Recommendations to others considering QuoteWerks: Quotewerks is a relatively low cost quoting tool and integrates very well with ConnectWise and I believe other CRMs. Review collected by and hosted on G2.com. What problems is QuoteWerks solving and how is that benefiting you? We can create bundles in Quotewerks, which is not a feature we were using before. It's quite helpful. 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 [Best AI legal assistants for compliance management](https://www.g2.com/discussions/what-are-the-best-ai-legal-assistants-for-compliance-management)[Best SAP service provider near me](https://www.g2.com/discussions/best-sap-service-provider-near-me)[Top tools for real-time data analytics](https://www.g2.com/discussions/top-tools-for-real-time-data-analytics) [Best e-commerce platform for my small business](https://www.g2.com/discussions/best-e-commerce-platforms-for-small-businesses)[Top tools for analyzing customer and employee feedback data](https://www.g2.com/discussions/what-are-the-top-tools-for-analyzing-customer-and-employee-feedback-data)[Pros and Cons Details](https://www.g2.com/products/quotewerks/reviews?qs=pros-and-cons) [Show MoreShow Less](javascript:void(0);)