--- title: "QuoteWerks Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about QuoteWerks Software - reviews, pricing plans, popular comparisons to other Proposal Management products and more." source_url: "https://www.capterra.com/p/135691/QuoteWerks/" page_type: "product" language: "en" publication_date: "2026-10-19" --- # QuoteWerks Software Review 2026: Features, Integrations, Pros & Cons Last updated on October 19, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Users](#users)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) QuoteWerks ## What is QuoteWerks? QuoteWerks is an affordable turn-key quoting and proposal solution with over 88,000 Users in 101 countries. What sets QuoteWerks apart is its 55+ integrations with CRM (such as ACT!, Autotask, ConnectWise, salesforce, MS Dynamics CRM, HaloPSA, HubSpot, Zoho, Outlook and more), Accounting (QuickBooks and Sage 50), Distributors (Ingram Micro, TD Synnex, and more), FedEx/UPS, Leasing, Sales Tax, Dell, Cisco, HP, CDW, and more. ## What is QuoteWerks used for? [Proposal Management](https://www.capterra.com/proposal-management-software/)[Quoting](https://www.capterra.com/quoting-software/)[CPQ](https://www.capterra.com/cpq-software/) Recognitions Shortlist Top alternative Featured Overall rating Based on 192 user reviews Reviews sentiment Positive 94% Neutral 4% Negative 2% Starting price $50 Per User, Per Month Free trial available Includes Free Version Capterra Shortlist charts the highest-rated and most popular products... - Quoting / 2025 Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for QuoteWerks?[Manage this product listing](https://www.g2.com/products/quotewerks/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### QuoteWerks 4.6 (192) VS. [4.6 (1,487)](https://www.capterra.com/p/127994/Jobber/reviews/) Starting Price $50 Per User, Per Month Starting Price $39 Flat Rate, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.5 (192) Ease Of Use 4.6 (1,447) Value For Money 4.6 (167) Value For Money 4.4 (1,250) Customer Service 4.6 (182) Customer Service 4.6 (1,400) ## QuoteWerks alternatives [4.6 (506)](https://www.capterra.com/p/153475/FieldPulse/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 92% of reviewers rated it above 4 stars [4.4 (3,333)](https://www.capterra.com/p/120109/Xero/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 88% of reviewers rated it above 4 stars [4.5 (1,260)](https://www.capterra.com/p/131735/PandaDoc/reviews/) Starting price $19.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 91% of reviewers rated it above 4 stars Highest Rated [AutoQuotes](https://www.capterra.com/p/181256/AutoQuotes/) [4.7 (88)](https://www.capterra.com/p/181256/AutoQuotes/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/181256/AutoQuotes/) [View all alternatives](https://www.capterra.com/p/135691/QuoteWerks/alternatives/) ## FAQs about QuoteWerks Overview ### What problems does QuoteWerks solve? QuoteWerks solves slow, error-prone quote creation by automating product configuration, real-time pricing, margins, and reusable proposal templates. It reduces duplicate data entry by connecting CRM, accounting, and distributor data, while tracking quote views, approvals, and signatures. Sales representatives, managed service providers, and sales operations teams benefit most. Answer based on 147 reviews Overview ### Which roles and teams benefit most from QuoteWerks? QuoteWerks is most used by sales teams, account managers, and sales engineers who create accurate quotes, manage pricing, and prepare proposals for customers. IT managers, system administrators, and software professionals support product configuration and integrations, while presidents, CEOs, owners, and office managers oversee quoting processes, purchasing, and sales operations. Answer based on 190 reviews Overview ### What company size and industries is QuoteWerks built for? QuoteWerks is built for small businesses, which make up 60% of reviewers, and Information Technology and Services organizations, at 20%. It also serves midsize businesses (25%) and enterprises (15%), with use in Marketing and Advertising (8%) and Hospitality (7%). Its most common use case is proposal management, reported by 37% of reviewers. Answer based on 192 reviews Features and Usability ### What are the key features of QuoteWerks? QuoteWerks includes core quote and proposal management with customizable templates, product configuration, real-time pricing, and margin calculations. Differentiating features include QuoteValet for online quote delivery, customer view tracking, electronic signatures, and approvals. CRM, accounting, and PSA integrations support transferring customer, product, order, and invoice data between systems. Answer based on 84 reviews Pricing ### How much does it cost and what fees or limitations are included? QuoteWerks offers a free version and free trial, with Essential at $50/user/month, Balanced at 78, and Pinnacle at 102. Essential includes unlimited quotes and named users, while higher tiers add QuoteValet, payments, and procurement tools. Reviewers value flexible licensing, but some report costly subscriptions and extra charges for additional functions. Answer based on 65 reviews Integrations ### Which third-party tools and platforms does QuoteWerks integrate with? QuoteWerks integrates with over 20 third-party tools, including reviewer-confirmed Act! and Microsoft Outlook. Its catalog also lists CRM, PSA, accounting, productivity, and payment connections such as HubSpot CRM, ConnectWise PSA, Autotask PSA, QuickBooks Online, Gmail, Microsoft Excel, and Microsoft Word. Answer based on 32 reviews Getting Started and Support ### How easy is it to onboard and train a team on QuoteWerks? QuoteWerks offers in-person training, live online sessions, webinars, documentation, and videos. Reviewers report that new hires and nontechnical staff can learn basic quoting quickly, aided by templates and tips. Administrators and teams configuring templates, reports, databases, or remote access may need more time due to menus, setup requirements, and an older interface. Answer based on 19 reviews Getting Started and Support ### What customer support options does QuoteWerks offer, and how do users rate the experience? QuoteWerks offers email/help desk, FAQ/forum, knowledge base, phone support, and chat. Users commonly describe support staff as friendly, knowledgeable, and responsive, with detailed help for technical and integration questions. Some users report slower-than-expected responses, difficulty connecting with support, and documentation that could better explain the product’s features. Answer based on 54 reviews Quote management ### How well does QuoteWerks manage sales quotes? QuoteWerks helps sales teams create, price, customize, and track professional quotes with less manual work. Small business teams value its product database access, CRM connections, and customer-facing quote options. Some users find the desktop-first setup dated, and remote quote creation or complex proposal requirements can require extra effort. Answer based on 84 reviews ## Who uses QuoteWerks? Based on Capterra reviews from the past 5 years Talk to a software expert to get a free software list tailored to your business needs ## Features AI summary Based on 1,471 Proposal Management reviews Capterra data shows that buyers of proposal management software rank the following features as their top priorities: - **Proposal Generation** (**59%** of reviewers rated this feature as critical) - **Quotes/Estimates** (**62%**) - **Customizable Templates** (**49%**) QuoteWerks supports all three of the features reviewers rate most highly: **Proposal Generation**, **Quotes/Estimates**, and **Customizable Templates**. Together, these capabilities help businesses create polished proposals faster, produce accurate pricing documents, and tailor content to different customers, allowing teams to improve consistency, respond more quickly, and close deals with greater confidence. Proposal Generation 4.8 (17) 100.00% of 17 reviewers that rated this feature as important or highly important Create proposals based on costs of labor and materials Quotes/Estimates 4.9 (32) 71.88% of 32 reviewers that rated this feature as important or highly important Generate quotes or estimates for customers Customizable Templates 5.0 (16) 81.25% of 16 reviewers that rated this feature as important or highly important Pre-designed layouts that can be customized to match preferences and requirements Electronic Signature 4.6 (23) 56.52% of 23 reviewers that rated this feature as important or highly important Digitally sign online documents Document Management 4.8 (23) 65.22% of 23 reviewers that rated this feature as important or highly important Store, manage, and track all electronic documents in a centralized location Audit Trail 4.9 (24) 79.17% of 24 reviewers that rated this feature as important or highly important A record of all activities within the system, including user access, changes made, etc. QuoteWerks 103 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Accounting Integration: Integrate with a third-party accounting system - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - AI Copilot: A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users - AI Text Generation: Allows users to generate text based on a text prompt. - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Approval Process Control: Manage the process of evaluating documents or requests submitted for approval - Approval Workflow: Route documents and other data through one or more stakeholders for review and approval - Assembly and Approval Workflows: Automate workflows by routing documents to the correct individuals for adding content and approval. - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Automated Quoting: Generate rule-based quotes for clients automatically - Automatic Formatting: Automatically formats data in a predetermined way - Billing & Invoicing: Create, manage, and send invoices or bills to customers - Bills of Material: Material list of manufacturing parts and associated costs - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Catalog Management: Create and manage digital catalog of products/services with their details, specifications, and price - Channel Partner Support: Provides functionality for channel partners to configure, price, quote and buy products in a self service environment - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Collaborative Creation: Allows multiple users to edit a single document. - Commerical Rules: Allows rules to be written in commercial process so that users don't make errors in pricing, terms, and other commercial considerations - Configuration Ease of Admin: Easily build and maintain configurator; flexibility to easily embed all desired business logic - Configuration Rules: Rules ensure that users select only compatible options and that all required items are included - Contact Management: Manage, organize, and store contact information - Content Library: Centralized repository to store content and assets - Contract/License Management: Track, store, and access client contracts or licenses - Contracts: Ability to review supplier contracts and identify critical requirements or potential risks. - CPQ Integration: Push and pull data from quote applications to build proposals. - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - CRM Integration: Integration with third-party CRM systems - Customer History: Access previous interactions or concerns to maintain customer relationships - Customizability: Variables and Fields: Define fields to pull in dynamic information. - Customizable Branding: Add customized logos and colors to align with company branding - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Data Import/Export: Import and export data to and from software applications - Data Visualization: Graphical representation of data - Discount Management: Track products that are for sale at a reduced price or part of coupon promotions - Discounting: Ability to manage discounts at quote and line level; ability manage discounts based on volume and customer agreements - Document Automation: Automated or logic-based workflows that assist in the creation of electronic documents - Document Builder Interface: Easily search for and add elements to a proposal. - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Review: Review and analyze existing information across documents - Document Storage: Store and organize documents in a centralized system - Document Templates: Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Dynamic Pricing: Real-time price adjustment for a product or service to reflect changing market conditions, geolocation, customer behavior, etc. - Dynamic Quoting: Generate personalized quotes and proposals that corresponds with each customer's tailored preferences and buying behavior - eCommerce: End customer users can configure, price, and buy products in a self service environment online - Electronic Payments: Electronically collect payments for goods or services - Electronic Signature: Digitally sign online documents - Email Management: Manage, store and organize emails within the system or via third-party apps - Engagement Tracking: Tracks metrics that provide insight into how a user interacts with any interface or product - ERP integration: Integrate with existing ERP systems - Estimating: Estimate expected cost based on various factors before a project begins - Forecasting: Form predictions based on past and present data/trends - Generative AI: Use AI to generate content in the form of text, images, videos, etc. - Grouping: Ability to easily group items on quotes; apply and manage discounts and pricing by group - Guided Selling: A process designed for sellers to guide them through the entire selling process - Internationalization: Extend compensation configurations around the globe using flexible location profiles, multiple language options, and automatic currency conversion tools within the system. - Knowledge Base Management: Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support - Mobile User Support: System supports users that want to access system data and fuctionalyt from a mobile devide (phone and/or tablet) - Multi-Currency: Manage and handle various international currencies - Online Document Creation: Create adaptive online documents for view via browser or mobile device. - Order Management: Manage and track customer orders for goods, investments, or any other purchases - Ordering: Enables users to seemlessly convert quotes to orders with appropriate validations, workflow, and integration - PDF Creation: Create attractive PDF versions of proposals. - Personalized Sale Recommendations: Enhances guided selling by learning customer preferences and suggesting the most suitable products and services based on their individual needs - Price and Cost Calculations: Calculate rule-based prices for a product/service - Price Configuration: Pricing is displayed during configuration process so that users can quickly see how configuration changes impact the price - Price/Margin Management: Track and manage the profit margin between the cost of a product and its selling price. - Pricing Administration: Can easily build and maintain pricing logic required by business - Pricing and Cost Calculations: Calculate rule-based prices for a product/service - Pricing Flexibility: Ability to create and manage tiered, negotiated, a la carte pricing structures as well as upgrades, add-ons, etc. - Pricing Management: Tool used to determine accurate pricing and product eligibility for borrowers - Product Catalog: Present a catalog of inventory that customers can view - Product Configurator: Customize the specifications of a finished product to meet the particular needs of a customer - Proposal Effectiveness Reporting: Find out which pieces of content are performing best. - Proposal Generation: Create proposals based on costs of labor and materials - Quotes/Estimates: Generate quotes or estimates for customers - Real-Time Data: Receive data and information in real time - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Renewal Management: Manage and track the renewal process for various services, subscriptions, contracts, or licenses - Renewals: Allows users to renew existing contracts based on contracted pricing and existing assets already owned - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting and Dashboards: Campaign performance can be monitored and visualized in dashboard that displays key success metrics in real time. Reports can be generated and distributed to relevant stakeholders. - RFP Management: Manage and process incoming documents detailing requests for proposals - Rich Media: Provide rich media such as videos, images, carousels, cards, branded templates, etc. - Rules Engine: It is a logic or a condition that executes business rules in a runtime production environment - Sales Automation: Automate processes to manage leads, contacts, opportunities and sales activities - Scalability: Manage a growing amount of work to meet increased demand without compromising performance - Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information - Task Management: Create, manage and track all task activities and progression - Template Management: Create, save, and re-purpose templates for emails, forms, etc. - Templates: Sample files or documents that could be customized as needed or used as is - Terms and Conditions: Ensure that users automatically include the right terms based on items being quoted - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - User, Role, and Access Management: Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. to both internal and external users. - Version Control: Track revisions and updates made to files and navigate between different versions - Visual Configuration: Configuration of custom product parts by using 2D &3D visualizations - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.6 (175) 4.6 Based on 175 reviews ## Pricing Value for money 4.6 (167) Free Trial Free Version [View pricing plan details](https://www.capterra.com/p/135691/QuoteWerks/pricing/) Essential - For Teams & Startups $50.00 Per User,Per Month It includes: - Advanced CRM Integrations - MS SQL Backend Capable - Purchase Orders and Procurement - Scripting - PSA Integrations - Product Database Synchronization Balanced - For Scaling Businesses $78.00 Per User,Per Month It includes: - Advanced CRM Integrations - Purchase Orders and Procurement - MS SQL Backend Capable - PSA Integrations - Scripting - Product Database Synchronization Pinnacle - For Advanced Workflows $102.00 Per User,Per Month It includes: - Advanced CRM Integrations - Purchase Orders and Procurement - MS SQL Backend Capable - Scripting - PSA Integrations - Product Database Synchronization Value for money 4.6 (167) 4.6 Based on 167 reviews ## Integrations [ Microsoft Excel](https://www.capterra.com/p/176574/Excel/)[ Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[ Gmail](https://www.capterra.com/p/202338/Gmail/)[ QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/)[ Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[ HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)[ Stripe](https://www.capterra.com/p/123889/Stripe/)[ Microsoft Word](https://www.capterra.com/p/227146/Microsoft-Word/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.6 (182) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.6 (182) 4.6 Based on 182 reviews ## User reviews Overall rating 4.6 Based on 192 reviews Filter by rating 5(133) 4(47) 3(8) 2(3) 1(1) Mentioned topic Sorted by most recent ZH Zoe H. Business Analyst Electrical/Electronic Manufacturing ### "A very professional platform with useful tools." 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 10/10 April 7, 2026 QuoteWerks has helped me professionalize and accelerate my quoting process, especially since I do many quotes per month and need to integrate them with other systems. Pros I like that it makes my life easier with quotes by allowing me to automate prices, margins, and product configurations that I can send directly to clients. Its integrations have also been helpful for integrating data without having to enter it manually, and the electronic signature simplifies processes by giving me control and visibility over each sales step. Their support team has been very friendly and efficient in responding to help tickets in minimal time, providing detailed and well-explained information. Cons However, designing or editing a PDF to my liking takes longer than I expected because the template editor isn't as user-friendly as in other tools, and its learning curve can be long and overwhelming. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. David H. Account Manager Information Technology and Services ### "QuoteWerks- Simple tool to create quotes" 3.0 Overall Rating 3.0 3.0 Ease of Use 3.0 3.0 Features 3.0 3.0 Customer Service 2.0 2.0 Likelihood to Recommend 5/10 May 14, 2025 Overall, this is a basic tool that has served us well for a number of years. There are features available in other tools that I feel are more relevant for today's business. Pros Easy to create quoting templates for each of the sales people in our organization. Cons Other tools that we have reviewed provide link based quotes that can be changed in real time instead of having to resend updated quotes. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. NS Nadine S. Sales Business Supplies and Equipment ### "QuoteWerks - Five Star" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 February 26, 2025 Overall I would give QuoteWerks a five star rating, as the experience of using this program for over 15 years has been easy to work with in regards to sales proposals and purchase orders. Pros The simplicity of using QuoteWerks is most what I liked about it, you can do search look ups in seconds. Cons Nothing not to like least, as it was very simple to understand. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. MN Moses N. CEO Marketing and Advertising ### "Robust Tool to build Quotes with Very Simple Templates." 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 January 26, 2025 Overall our revenues and productivity has greatly improved since we implemented Quotewerks 8 months ago.Quotewerks is fun and a tool worth having any day. Pros I like that it offers different customizable templates along with a nice flexible user interface, We are able to create quotes and proposals w on the go which is just superb. Cons I just wish the subscription was cheaper,apart from that everything else is okay. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. TL Tracey L. Partner Information Technology and Services ### "MANY better products on the market in 2024. Product was great 10+ yrs ago, but they've failed to innovate." 1.0 Overall Rating 1.0 1.0 Ease of Use 1.0 1.0 Features 1.0 1.0 Customer Service 0.0 0.0 Likelihood to Recommend 0/10 December 27, 2024 This product was great when we first started using it circa 2012. Today, there are MANY more products that integrate seamlessly with our PSA system, it visually appealling to customers, and easier to manage. I do not recommend this platform. Pros I do not really like anything about this product. Cons The interface is outdated and the database management is cumbersome. It is not user-friendly, it is extremely difficult to train our sales reps and they hate the product. I do not recommend. The only reason why we have not migrated away from this platform is because we've been stuck with it for so long, and the migration away from it would cause us to lose valuable historical data. Additionally, we cannot afford the downtime it would take to migrate away from. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor January 7, 2025 Thank you for your feedback. We understand your concerns about QuoteWerks Desktop. We've developed QuoteWerks Web to address these issues. Simplified DB Management: We handle all database management. Seamless Integrations: Integrates with PSA systems. Modern Interface: User-friendly and easy to learn. We understand migration concerns. QuoteWerks Web seamlessly integrates with Desktop, allowing for a smooth transition and data preservation. You can even use both simultaneously. Explore QuoteWerks Web! We believe it will significantly enhance your sales processes. https://www.quotewerks.com/quotewerksweb.asp We'd be happy to schedule a personalized demonstration. TM Tonie M. Media and Events Consulting Hospitality ### "QuoteWerks: Most Robust CPQ Program of this Era" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 November 27, 2024 Pros QuoteWerks allows me to save time by automating quoting, pricing and configuration of products and services in real-time. Cons I rarely come across challenges when using QuoteWerks. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. VE Victoria E. Legal Associate Law Practice ### "Generating quotes and proposals with ease" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 10/10 November 26, 2024 Pros I like how it creates quotes and proposals in just a few minutes. Very pocket friendly to it’s users. Cons So far i have no problems while using it. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. JA Janada A. Director Hospitality ### "Why I Prefer QW for CPQ" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 November 13, 2024 Pros QuoteWerks automates the entire process of quoting, pricing and configuring products and services which saves time and improve productivity. Cons QuoteWerks suits all my needs without posing errors and I use it on a daily basis. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. LW Lucy W. Chief Executive Officer Utilities ### "Robustious CPQ Program of this Era: QuoteWerks" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 November 12, 2024 Creating proposals and sales quotes is automated by QW which saves time and improve productivity. Pros QuoteWerks streamlines quoting processes through workflow automation which reduce human errors and saves time leading to high ROI. Cons I am a daily user of QuoteWerks for nearly two years and I have never landed into drawbacks. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. CW Charity W. Branch Manager Mechanical or Industrial Engineering ### "CPQ Program that I Highly Trust: QuoteWerks" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 November 11, 2024 Pros QuoteWerks is versatile for all sorts of businesses. I like how it saves time by automating proposals and sales quotes creation. Cons To leverage the power of CRM, it demands to be integrated with external services. The process of integrating is much simple anyways, so basically it’s like QW is flawless to me. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. [View all Reviews](https://www.capterra.com/p/135691/QuoteWerks/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. 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