--- 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 Pros and Cons: Top 5 Advantages and Disadvantages #### Quick AI Summary Based on G2 Reviews Generated from real user reviews Users appreciate the **ease of use** of QuoteWerks, which significantly enhances efficiency and streamlines processes across the board. [(15 mentions)](https://www.g2.com/products/quotewerks/reviews?filters%5Bsentiment_snippet%5D=2064991&qs=pros-and-cons#reviews) Users value the **efficiency** of QuoteWerks for seamless quoting, project management, and contract processes. [(10 mentions)](https://www.g2.com/products/quotewerks/reviews?filters%5Bsentiment_snippet%5D=2323556&qs=pros-and-cons#reviews) Users love the **professional-quality templates** of QuoteWerks, enhancing branding and improving client presentations effectively. [(9 mentions)](https://www.g2.com/products/quotewerks/reviews?filters%5Bsentiment_snippet%5D=2323486&qs=pros-and-cons#reviews) Users commend QuoteWerks for its **efficiency improvement** , effortlessly streamlining quotes to contract management throughout the entire process. [(8 mentions)](https://www.g2.com/products/quotewerks/reviews?filters%5Bsentiment_snippet%5D=2323503&qs=pros-and-cons#reviews) Users value the **easy and comprehensive integration** of QuoteWerks, enhancing workflow and streamlining the entire sales process. [(8 mentions)](https://www.g2.com/products/quotewerks/reviews?filters%5Bsentiment_snippet%5D=2323457&qs=pros-and-cons#reviews) Users find the **interface design outdated** , affecting navigation and overall user experience compared to modern applications. [(4 mentions)](https://www.g2.com/products/quotewerks/reviews?filters%5Bsentiment_snippet%5D=2323255&qs=pros-and-cons#reviews) Users find the **complex setup** time-consuming, especially with numerous products and integration, affecting overall efficiency. [(3 mentions)](https://www.g2.com/products/quotewerks/reviews?filters%5Bsentiment_snippet%5D=2323320&qs=pros-and-cons#reviews) Users find the **interface dated** , hindering navigation and setup, and desire a more modern design for better usability. [(2 mentions)](https://www.g2.com/products/quotewerks/reviews?filters%5Bsentiment_snippet%5D=2323230&qs=pros-and-cons#reviews) Users feel that QuoteWerks is **somewhat expensive** and the deployment process takes longer than anticipated. [(2 mentions)](https://www.g2.com/products/quotewerks/reviews?filters%5Bsentiment_snippet%5D=2064975&qs=pros-and-cons#reviews) Users often face **billing issues** , finding the pricing less competitive and deployment longer than anticipated. [(1 mentions)](https://www.g2.com/products/quotewerks/reviews?filters%5Bsentiment_snippet%5D=2367091&qs=pros-and-cons#reviews) ### 5 Pros or Advantages of QuoteWerks ##### 1. Ease of Use Users appreciate the **ease of use** of QuoteWerks, which significantly enhances efficiency and streamlines processes across the board. [ See 15 mentions ](https://www.g2.com/products/quotewerks/reviews?filters%5Bsentiment_snippet%5D=2064991&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") U Verified User Small-Business (50 or fewer emp.) 4.5/5 "QuoteWerks & Saleforce are my Dynamic Duo making my Project Accounting A Breeze,Cheapest CPQ Outther" What do you like about QuoteWerks? QuoteWerks and Saleforce are my dynamic duo that makes my project accounting a Breeze,with straightforward intergration,efficient quoting to contract ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") U Verified User Small-Business (50 or fewer emp.) 4.5/5 "Wow!The GOAT with A Breeze Product Configuration for seamless creation of quotes & sendingthem,Cheap" What do you like about QuoteWerks? Wow!The GOAT with a breeze product configuration making it stunningly efficient with seamless creation of my quotes and sending them.I love that it's ##### 2. Efficiency Users value the **efficiency** of QuoteWerks for seamless quoting, project management, and contract processes. [ See 10 mentions ](https://www.g2.com/products/quotewerks/reviews?filters%5Bsentiment_snippet%5D=2323556&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") U Verified User Small-Business (50 or fewer emp.) 4.5/5 "QuoteWerks & Saleforce are my Dynamic Duo making my Project Accounting A Breeze,Cheapest CPQ Outther" What do you like about QuoteWerks? QuoteWerks and Saleforce are my dynamic duo that makes my project accounting a Breeze,with straightforward intergration,efficient quoting to contract ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") U Verified User Small-Business (50 or fewer emp.) 4.5/5 "Wow!The GOAT with A Breeze Product Configuration for seamless creation of quotes & sendingthem,Cheap" What do you like about QuoteWerks? Wow!The GOAT with a breeze product configuration making it stunningly efficient with seamless creation of my quotes and sending them.I love that it's ##### 3. Templates Users love the **professional-quality templates** of QuoteWerks, enhancing branding and improving client presentations effectively. [ See 9 mentions ](https://www.g2.com/products/quotewerks/reviews?filters%5Bsentiment_snippet%5D=2323486&qs=pros-and-cons#reviews) See Related User Reviews ![Julian R.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Julian R.") JR Julian R. Enterprise (\> 1000 emp.) 4.5/5 "Effortless Organization and Flexibility with Powerful Integrations" What do you like about QuoteWerks? It has helped me maintain organized processes, reduce errors, professionalize client presentations, and facilitate follow-up. It also helps manage mul ![Chris M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Chris M.") CM Chris M. Small-Business (50 or fewer emp.) 4.0/5 "Good Quoting toll for clean and accurate Accounting" What do you like 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 detail ##### 4. Efficiency Improvement Users commend QuoteWerks for its **efficiency improvement** , effortlessly streamlining quotes to contract management throughout the entire process. [ See 8 mentions ](https://www.g2.com/products/quotewerks/reviews?filters%5Bsentiment_snippet%5D=2323503&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") U Verified User Small-Business (50 or fewer emp.) 4.5/5 "QuoteWerks & Saleforce are my Dynamic Duo making my Project Accounting A Breeze,Cheapest CPQ Outther" What do you like about QuoteWerks? QuoteWerks and Saleforce are my dynamic duo that makes my project accounting a Breeze,with straightforward intergration,efficient quoting to contract ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") U Verified User Small-Business (50 or fewer emp.) 4.5/5 "Wow!The GOAT with A Breeze Product Configuration for seamless creation of quotes & sendingthem,Cheap" What do you like about QuoteWerks? Wow!The GOAT with a breeze product configuration making it stunningly efficient with seamless creation of my quotes and sending them.I love that it's ##### 5. Integrations Users value the **easy and comprehensive integration** of QuoteWerks, enhancing workflow and streamlining the entire sales process. [ See 8 mentions ](https://www.g2.com/products/quotewerks/reviews?filters%5Bsentiment_snippet%5D=2323457&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") U Verified User Small-Business (50 or fewer emp.) 4.5/5 "QuoteWerks & Saleforce are my Dynamic Duo making my Project Accounting A Breeze,Cheapest CPQ Outther" What do you like about QuoteWerks? QuoteWerks and Saleforce are my dynamic duo that makes my project accounting a Breeze,with straightforward intergration,efficient quoting to contract ![Charmi G.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Charmi G.") CG Charmi G. 4.0/5 "Streamlined Quotes with Top-Notch Efficiency" What do you like 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 d ### 5 Cons or Disadvantages of QuoteWerks ##### 1. Poor Interface Design Users find the **interface design outdated** , affecting navigation and overall user experience compared to modern applications. [ See 4 mentions ](https://www.g2.com/products/quotewerks/reviews?filters%5Bsentiment_snippet%5D=2323255&qs=pros-and-cons#reviews) See Related User Reviews ![Julian R.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Julian R.") JR Julian R. Enterprise (\> 1000 emp.) 4.5/5 "Effortless Organization and Flexibility with Powerful Integrations" What do you dislike about QuoteWerks? It does have its imperfections, especially in template design; it's not the best, but it's not the worst either—it's simply not what I expected. ![Rowena H.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Rowena H.") RH Rowena H. Small-Business (50 or fewer emp.) 4.5/5 "Makes quotes easier, especially when juggling multiple vendors" What do you dislike about QuoteWerks? Interface feels really old compared to some other apps. I am old school, so It doesn't bother me at all, mostly my employees ##### 2. Complex Setup Users find the **complex setup** time-consuming, especially with numerous products and integration, affecting overall efficiency. [ See 3 mentions ](https://www.g2.com/products/quotewerks/reviews?filters%5Bsentiment_snippet%5D=2323320&qs=pros-and-cons#reviews) See Related User Reviews ![Chris M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Chris M.") CM Chris M. Small-Business (50 or fewer emp.) 4.0/5 "Good Quoting toll for clean and accurate Accounting" 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 d ![Jimit G.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Jimit G.") JG Jimit G. 4.5/5 "Highly Efficient & Easy to use Quoting Solution" What do you dislike about QuoteWerks? I find the initial deployment takes more time than expected. The process of integrating with our CRM was completed, but it was a bit time-consuming. A ##### 3. Dated Interface Users find the **interface dated** , hindering navigation and setup, and desire a more modern design for better usability. [ See 2 mentions ](https://www.g2.com/products/quotewerks/reviews?filters%5Bsentiment_snippet%5D=2323230&qs=pros-and-cons#reviews) See Related User Reviews ![Rowena H.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Rowena H.") RH Rowena H. Small-Business (50 or fewer emp.) 4.5/5 "Makes quotes easier, especially when juggling multiple vendors" What do you dislike about QuoteWerks? Interface feels really old compared to some other apps. I am old school, so It doesn't bother me at all, mostly my employees ![Sagar P.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Sagar P.") SP Sagar P. 4.5/5 "Streamlines Quoting Process with Reliable Integrations" What do you dislike about QuoteWerks? I find the user interface feels a bit dated, which affects the ease of navigation and setup. A more modern, intuitive design would enhance the experie ##### 4. Expensive Users feel that QuoteWerks is **somewhat expensive** and the deployment process takes longer than anticipated. [ See 2 mentions ](https://www.g2.com/products/quotewerks/reviews?filters%5Bsentiment_snippet%5D=2064975&qs=pros-and-cons#reviews) See Related User Reviews ![Jimit G.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Jimit G.") JG Jimit G. 4.5/5 "Highly Efficient & Easy to use Quoting Solution" What do you dislike about QuoteWerks? I find the initial deployment takes more time than expected. The process of integrating with our CRM was completed, but it was a bit time-consuming. A ![Purnima K.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Purnima K.") PK Purnima K. Mid-Market (51-1000 emp.) 5.0/5 "Easy platform for sales quoting and proposal creating." What do you dislike about QuoteWerks? Most of the time, I felt it to be a bit expensive. ##### 5. Billing Issues Users often face **billing issues** , finding the pricing less competitive and deployment longer than anticipated. [ See 1 mentions ](https://www.g2.com/products/quotewerks/reviews?filters%5Bsentiment_snippet%5D=2367091&qs=pros-and-cons#reviews) See Related User Reviews ![Jimit G.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Jimit G.") JG Jimit G. 4.5/5 "Highly Efficient & Easy to use Quoting Solution" What do you dislike about QuoteWerks? I find the initial deployment takes more time than expected. The process of integrating with our CRM was completed, but it was a bit time-consuming. A ![Simon B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Simon B.") SB Simon B. Chief Revenue Officer (CRO) at Intelligent Visibility Information Technology and Services Small-Business (50 or fewer emp.) 7/1/2026 "Efficient Quote Management but Needs Collaboration Improvement" 3.5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. 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-13057093/official_response/edit) 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. [See how QuoteWerks improved](https://quotewerks.com/solutions/managing-vendor-distributor-quotes/) Validated ReviewerSource: Organic YJ Yolanda J. Accounting Assistant Enterprise (\> 1000 emp.) 4/6/2026 "QuoteWerks Streamlines Quotes with Fast, Accurate Proposals and Strong Integrations" 4.5/5 What do you like best about QuoteWerks? I have found QuoteWerks to be an indispensable tool for my daily work. Since I began using it, my management of quotes and proposals has become much more efficient. The platform allows me to create accurate and detailed quotes in a matter of minutes, saving me time and minimizing errors. What I value most is its integration with other financial and accounting systems we use within the company. I can easily link quotes to our CRM and billing system, ensuring that all information remains synchronized and available for reviews or audits. Furthermore, the interface is intuitive and flexible, allowing me to customize documents to suit the specific needs of each client or project. The ability to generate clear reports and export them greatly facilitates our sales analysis and financial planning. Review collected by and hosted on G2.com. What do you dislike about QuoteWerks? One of the less positive aspects I have noticed is that the platform can be somewhat complex at first, especially if you need to configure integrations with other accounting systems or CRMs. It takes time to master all the advanced features and ensure that data flows correctly between platforms. If not configured carefully, there is a risk of inconsistencies in client or pricing information, which could complicate reporting or audits. Review collected by and hosted on G2.com. What problems is QuoteWerks solving and how is that benefiting you? QuoteWerks has transformed the way I handle quotes and proposals, optimizing my productivity and ensuring greater accuracy in all accounting processes related to sales and clients. It is an investment that truly pays off in terms of the accounting department's efficiency and organization. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: Seller invite ![Rachel N.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Rachel N.") RN Rachel N. Account Manager Small-Business (50 or fewer emp.) 4/21/2026 "QuoteWerks Makes Professional, Accurate Quotes Fast" 5/5 What do you like best about QuoteWerks? QuoteWerks makes it incredibly easy to generate professional, accurate quotes in a short amount of time. When I previously worked for and IT company, it allowed me to get up and running quickly and I was able to generate quotes for customers effortlessly. I especially appreciated how easy it was to customize quotes and pull together detailed pricing for customers. Review collected by and hosted on G2.com. What do you dislike about QuoteWerks? The interface can feel a bit outdated, and some features require a little digging to fully utilize and look up proruct numbers but once you become familiar with the system, it becomes much easier to navigate. Review collected by and hosted on G2.com. What problems is QuoteWerks solving and how is that benefiting you? It solved the challenge of slow and inconsistent quote creation by centralizing pricing and simplifying the process, allowing us to create and send quotes quickly and accurately. 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-12661369/official_response/edit) Rachel, thank you for sharing your feedback. We’re glad to hear that QuoteWerks helped you quickly create professional, accurate quotes and made it easier to customize quotes and pull together detailed pricing for customers. We also appreciate your comments about the interface and learning curve. QuoteWerks has a lot of depth, and we understand that some features can take a little time to discover. That feedback is one of the reasons we have continued investing heavily in QuoteWerks Web, which provides a more modern, browser-based quoting experience while still supporting the flexibility and functionality customers rely on. It is great to hear that QuoteWerks helped centralize pricing, reduce slow and inconsistent quote creation, and make the quoting process faster and more accurate. Thank you again for being a QuoteWerks customer and for taking the time to share your experience. [See how QuoteWerks improved](https://blog.quotewerks.com/quotewerks-web-refreshed-ui) 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.) 7/1/2026 "Useful Quoting Tool, But Slow and Buggy with Web vs Local Inconsistencies" 3.5/5 What do you like best about QuoteWerks? Its our quoting software, so I have to use it. It really has some limitations though. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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) 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-13057027/official_response/edit) 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. [See how QuoteWerks improved](https://quotewerks.com/technical-support/) Current UserValidated ReviewerSource: Organic SC Sarah C. Marketing Director Mid-Market (51-1000 emp.) 6/9/2026 "High Flexibility in Configuring Product Pricing Models to Ensure Standardized Deal Governance" 5/5 What do you like best about QuoteWerks? It has delivered clear value in standardizing and simplifying product quoting for our organization and this has improved our ability to quickly share quotes when working with multiple buyers on the same deal. Review collected by and hosted on G2.com. What do you dislike about QuoteWerks? The platform offers so many great quote management features and super helpful support team that I lack anything to list as a dislike. Review collected by and hosted on G2.com. What problems is QuoteWerks solving and how is that benefiting you? The platform supports easy handling of various pricing models and contracting options enabling us to easily manage complex deal scenarios such as renewals and multi-year deals which helps move deals from proposal to completed contract more quickly. 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-12937282/official_response/edit) Sarah, thank you for the thoughtful review. We’re glad to hear that QuoteWerks is helping your organization standardize and simplify the quoting process while making it easier to share quotes quickly with multiple buyers. It is also great to hear that the flexibility around pricing models, contracting options, renewals, and multi-year deals is helping your team manage more complex deal scenarios efficiently. We appreciate your comments about both the platform and our support team. Thank you again for being a QuoteWerks customer and for sharing how QuoteWerks is helping move deals from proposal to completed contract more quickly. [See how QuoteWerks improved](https://quotewerks.com/) Validated ReviewerIncentivizedSource: G2 invite ![Rowena H.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Rowena H.") RH Rowena H. Operations / Admin Coordinator / CEO Small-Business (50 or fewer emp.) 11/25/2025 "Makes quotes easier, especially when juggling multiple vendors" 4.5/5 What do you like best about QuoteWerks? It's an awesome tool for quoting and overall bookkeeping. I like that it keeps my vendor pricing in one place every time my team or I prepare a quote. Since we can copy older quotes and adjust them, it basically becomes our brand template, so it cuts time for both us and the customer to pay for the product we sell, since we are working with networks, we sell many VOIP phones, and we have our most sold models, so with QuoteWerks it's came to a point that even my kids knew how to do a quote. Review collected by and hosted on G2.com. What do you dislike about QuoteWerks? Interface feels really old compared to some other apps. I am old school, so It doesn't bother me at all, mostly my employees Review collected by and hosted on G2.com. What problems is QuoteWerks solving and how is that benefiting you? With this service quoting becomes consistent, it removes a lot of mistakes that we did manually before. Now I don't check 3 places to confirm pricing, and the quote history stays in place. Really it turned our check out process into a fast and easy thing. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite NS Nicholas S. Marketing and Communications Manager Small-Business (50 or fewer emp.) 6/14/2026 "Allows Very Customizable Playbooks for Custom Deal Structures Improving our Quoting Accuracy" 5/5 What do you like best about QuoteWerks? Powerful and easy to use quote and proposal creation tool with centralized deal room for buyer engagement and provides a great support team that is always there to answer, guide us, and take suggestions on future solution improvements. Review collected by and hosted on G2.com. What do you dislike about QuoteWerks? The tool is very efficient to work with and doesn’t present any problems while using it so the whole quote management process has been amazing. Review collected by and hosted on G2.com. What problems is QuoteWerks solving and how is that benefiting you? It helps handle our client’s most complex pricing scenarios smoothly which helps close deals faster and generate more sales opportunities while protecting profit margins. 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-12957319/official_response/edit) Nicholas, thank you for the thoughtful review. We’re glad to hear that QuoteWerks has been powerful, easy to use, and helpful in supporting your quote and proposal creation process. We especially appreciate your comments about our support team. We work hard to be responsive, helpful, and open to customer feedback as we continue improving QuoteWerks. We’re also glad QuoteWerks is helping your team manage complex pricing scenarios, improve quoting accuracy, close deals faster, and protect profit margins. Thank you again for being a QuoteWerks customer and for sharing your experience. [See how QuoteWerks improved](https://quotewerks.com/) Validated ReviewerIncentivizedSource: G2 invite ![Chris M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Chris M.") CM Chris M. Founder, Chief Strategist & vCIO Small-Business (50 or fewer emp.) 11/25/2025 "Good Quoting toll for clean and accurate Accounting" 4/5 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. Review collected by and hosted on G2.com. 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 Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite JL Janice L. Customer Success Manager Mid-Market (51-1000 emp.) 6/12/2026 "Created a Reliably Connected Flow of Quoting, Approvals and Proposal Sharing for Timely Deal Closure" 5/5 What do you like best about QuoteWerks? The platform provides all the necessary tools to build quotes which simplifies the configuration process enabling us to sell complex products and I appreciate the combination of a robust platform and a truly committed support team. Review collected by and hosted on G2.com. What do you dislike about QuoteWerks? There isn’t much to dislike and no areas that I can point out for improvement as the platform has been consistently reliable. Review collected by and hosted on G2.com. What problems is QuoteWerks solving and how is that benefiting you? It helps us to rapidly create accurate quotes for our customers and ensure proposals are immediately actionable which accelerates the client’s decision making process. 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-12952251/official_response/edit) Janice, thank you for the thoughtful review. We’re glad to hear that QuoteWerks has been reliable and helpful for building accurate quotes, simplifying the configuration process, and supporting your team as you sell more complex products. We also appreciate your comments about our support team. Our goal is to provide not only a robust quoting platform, but also the guidance and responsiveness customers need to keep their quoting and proposal workflows moving. It is great to hear that QuoteWerks is helping your team create actionable proposals quickly and accelerate customer decision-making. Thank you again for being a QuoteWerks customer and for sharing your experience. [See how QuoteWerks improved](https://quotewerks.com/) Validated ReviewerIncentivizedSource: G2 invite DL Danielle L. Marketing Director Mid-Market (51-1000 emp.) 6/7/2026 "Quickly Embed Pricing Rules Directly into The Quoting Process to Produce Robust Proposals" 5/5 What do you like best about QuoteWerks? It has been a strong tool for handling complex quoting requirements that gives great control over pricing configuration and offers good guided selling steps that makes building proposals a lot faster. Review collected by and hosted on G2.com. What do you dislike about QuoteWerks? There are no major challenges that affect the CPQ workflow and I have no improvements to recommend currently. Review collected by and hosted on G2.com. What problems is QuoteWerks solving and how is that benefiting you? The ability to build quotes and proposals efficiently has helped us win more deals and has increased our relevancy in our market which makes the whole sales cycle move faster. 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-12928900/official_response/edit) Danielle, thank you for the thoughtful review. We’re glad to hear that QuoteWerks has been a strong fit for handling complex quoting requirements and helping your team build quotes and proposals more efficiently. It is great to hear that the pricing configuration capabilities and guided selling workflows are helping your team move faster while maintaining control over the quoting process. We’re also glad QuoteWerks is supporting your sales cycle, helping your team win more deals, and strengthening your position in the market. Thank you again for being a QuoteWerks customer and for sharing your experience. 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