---
title: Upwex Reviews
meta_title: 'Upwex Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how Upwex works for a business like yours.
date_modified: '2026-09-22'
parent_category:
  name: Quote Management
  url: https://www.g2.com/categories/quote-management
---


# Upwex Reviews
**Vendor:** Upwex  
**Category:** [Proposal Software](https://www.g2.com/categories/proposal)
## About Upwex
Upwex.io is an innovative browser extension designed to improve the experience of freelancers and companies on Upwork through the use of AI capabilities. Offering a suite of features such as job analysis, proposal generation, question answering, Pipedrive CRM synchronization, and more, Upwex.io aims to help users save time, increase their efficiency, and increase their chances of finding projects.






- [View Upwex pricing details and edition comparison](https://www.g2.com/products/upwex/reviews?section=pricing&secure%5Bexpires_at%5D=2026-09-28+01%3A46%3A10+-0500&secure%5Bsession_id%5D=deef29c6-7fae-460d-ac91-63be8ae7c62d&secure%5Btoken%5D=34650f71769a0c759a42b95330c84250e1cbbbabb227774abca2df88cc10d7d2&format=llm_user)

## Upwex Features
**Additional Functionality**
- AI Copilot
- Electronic Signature
- Approval Process Control
- Customer History
- Workflow Management
- Reminders
- Automated Quoting
- Price/Margin Management
- Contact Management
- Drag & Drop
- Pricing and Cost Calculations
- Calendar Management
- Catalog Management
- Client Portal
- Discount Management
- 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

**Document Creation**
- Customizability: Variables and Fields
- Template Creation and Flexibility
- Rich Media
- Online Document Creation
- PDF Creation
- Custom Branding

**Workflow**
- Document Builder Interface
- Collaborative Creation
- Assembly and Approval Workflows

**Analytics**
- Engagement Tracking
- Proposal Effectiveness Reporting
- Reporting and Dashboards

**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

**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

## Top Upwex Alternatives
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