# QuoteWerks Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is QuoteWerks the right Proposal Management solution for you? Explore 191 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/135691/QuoteWerks/reviews --- QuoteWerks 4.6 (191) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated April 8th, 2026 # Reviews of QuoteWerks Ease of use 4.5 Customer Service 4.6 ## Pros and Cons in Reviews DB Damope B Head Of OperationsManagement Consulting, 2 - 10 employeesUsed the software for: 1-2 years. “I love that we are able to generate professional quotes and make our documents look consistent and clear plus it makes our accounting hassle Free as all the information generated is taken directly in our CRM.“ October 24, 2024 KC Kelsey C Creative Lead - Digital MarketingInsurance, 11 - 50 employeesUsed the software for: More than 2 years. “It demands a lot of integration mainly with accounting and CRM programs, which is a bit time consuming and tedious.“ August 21, 2023 TM Tonie M Media and Events ConsultingHospitality, 201 - 500 employeesUsed the software for: More than 2 years. “QuoteWerks allows me to save time by automating quoting, pricing and configuration of products and services in real-time.“ November 27, 2024 tb thaddeus b ChIef EngineerMachinery, 11 - 50 employeesUsed the software for: More than 2 years. “Maintaining it was a nightmare, when products or prices changed; and our sales admin who maintained it would have to unlock sheets to update.“ September 13, 2022 JA Janada A DirectorHospitality, 201 - 500 employeesUsed the software for: More than 2 years. “QuoteWerks automates the entire process of quoting, pricing and configuring products and services which saves time and improve productivity.“ November 13, 2024 PN Peter N System AdministratorInformation Technology and Services, 201 - 500 employeesUsed the software for: 1-2 years. “The only challenging part i have ever experienced is updates to the application which can be a little bit tricky.“ October 7, 2022 LC Lynn C Product ManagerInformation Technology and Services, 2 - 10 employeesUsed the software for: More than 2 years. “I like the fact that it uses web hosted solutions to meet quoted and invoicing solutions for its providers.“ August 10, 2024 BK Benson K Sales and marketing executive Consumer Goods, 501 - 1,000 employeesUsed the software for: 6-12 months. “The support team is at times too slow to respond to issues raised which may affect operations.“ November 22, 2022 ## Showing most helpful reviews Showing 1-25 of 191 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Ruth T. Budget Analyst Automotive Used the software for: 1-2 years ### "QuoteWerks Works Magic When It Comes to Pricing and Quoting" November 26, 2023 5.0 Nothing can hinder me from using QuoteWerks because it has been giving us incredible experiences. Pros QuoteWerks facilitates effective quoting and pricing. I like QuoteWerks because I can easily understand all its features. Cons It doesn't take any skills to understand all the features of QuoteWerks. I find them so effective. Switched from [Salesforce Revenue Cloud](https://www.capterra.com/p/265484/Salesforce-Revenue-Cloud/) QuoteWerks has been so effective and so reliable to use. Review Source LC Lynn C. Product Manager Information Technology and Services Used the software for: 2+ years ### "Love this program!Very helpful!" August 10, 2024 5.0 Pros I like the fact that it uses web hosted solutions to meet quoted and invoicing solutions for its providers.Additionally,it helps speed the process and standardize costs,sales and margins also managing quotes for new prospects and existing clients is just a breeze. Cons No deslike it is a great program and self explanatory. Switched from [Better Proposals](https://www.capterra.com/p/153794/Better-Proposals/)[iQuoteXpress](https://www.capterra.com/p/119222/iQuote-Xpress/)[Quoter](https://www.capterra.com/p/117768/Socket/) Quotewerks usability, flexibility and performance. Review Source TL Tracey L. Partner Information Technology and Services Used the software for: 2+ years ### "MANY better products on the market in 2024. Product was great 10+ yrs ago, but they've failed to innovate." December 27, 2024 1.0 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 Response from Aspire Technologies 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. NS Nadine S. Sales Business Supplies and Equipment Used the software for: 2+ years ### "QuoteWerks - Five Star" February 26, 2025 5.0 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 JM Jacob M. Logistics Coordinator Mechanical or Industrial Engineering Used the software for: 2+ years ### "QuoteWerks: Robustious Tool for CPQ that I Have Ever Used" October 24, 2024 4.0 Pros Creating proposals and sales quotes manually can lead to huge losses. I like that QuoteWerks automates the entire process of quoting procedures. Cons QuoteWerks integrates with a wide range of external apps, but the integration process is quite complex mainly for beginners. Review Source Response from Aspire Technologies October 30, 2024 Jacob, Thank you for taking the time to review QuoteWerks! QuoteWerks integrates with over 115 services and solutions. Some do take a little bit to setup depending on how in-depth the integration is. The great thing is that we have lots of documentation, videos, and other training options available. If you have any questions, you can always give us a call or email support to start a ticket: https://www.quotewerks.com/contactus.asp David H. Account Manager Information Technology and Services Used the software for: 1-2 years ### "QuoteWerks- Simple tool to create quotes" May 14, 2025 3.0 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 JA Janada A. Director Hospitality Used the software for: 2+ years ### "Why I Prefer QW for CPQ" November 13, 2024 5.0 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 EN Elizabeth N. Accountant Education Management Used the software for: 2+ years ### "Configure, Price & Quote Tool of All Times" October 13, 2024 5.0 Payment processing and quote creation are the key benefits. Pros QuoteWerks offers tons of customizable templates which makes it super easy to create professional quotes. Cons QuoteWerks is cloud-based which demands internet access to perform. Review Source Response from Aspire Technologies October 25, 2024 Elizabeth, Thank you for taking the time to write a review about QuoteWerks. QuoteWerks actually offers a fully cloud, hybrid cloud, or on-premise solution. So, depending on what your needs are, you might be able to run QuoteWerks locally. LW Lucy W. Chief Executive Officer Utilities Used the software for: 1-2 years ### "Robustious CPQ Program of this Era: QuoteWerks" November 12, 2024 5.0 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 MN Moses N. CEO Marketing and Advertising Used the software for: 6-12 months ### "Robust Tool to build Quotes with Very Simple Templates." January 26, 2025 5.0 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 DB Damope B. Head Of Operations Management Consulting Used the software for: 1-2 years ### "Quotewerks should be a requirement " October 24, 2024 5.0 Quotewerks has helped us to customize templates according to the needs that arise trouble freely. Pros I love that we are able to generate professional quotes and make our documents look consistent and clear plus it makes our accounting hassle Free as all the information generated is taken directly in our CRM. Cons Their is nothing I dislike about this software I like how easy it is to use and navigate Review Source CG Carolyne G. Accounts Assistant Utilities Used the software for: 2+ years ### "C.Gathoni Views on QuoteWerks Based on 2+ Years Experience " October 16, 2024 5.0 QuoteWerks has reduced manual errors by streamlining quoting processes. Pros QuoteWerks for over two years now has been the main backbone tool for creating sales quote and proposals. Cons Data synchronization with other systems lag behind sometimes. Review Source Response from Aspire Technologies October 25, 2024 Carolyne, Thank you for taking the time to review QuoteWerks. For the Synchronization that you mentioned, have you spoken with our Technical Support? https://www.quotewerks.com/support.asp They may be able to assist you depending on what you are synchronizing with. tB thaddeus B. ChIef Engineer Machinery Used the software for: 2+ years ### "Highly configurable, but affordable quoting system. " September 13, 2022 5.0 Our prior process had a complex spreadsheet, with one sheet for each main product, and all options. Maintaining it was a nightmare, when products or prices changed; and our sales admin who maintained it would have to unlock sheets to update. She would sometimes forget to lock them again, and have to send out multiple updates for one revision. Now, the updates are central, there is no versioning challenge, and, it is easy to have others- for example, engineering- review and adjust a quote. Pros The ability to use the configurator to create guided sales. Also, the licensing is concurrent user, which is particularly useful to us since we have 16 users, but, some are not every day. Also, there is plenty of flexibility to add more business logic- setting limits on discounts, etc., if we need that in the future. Finally, the Web Version, and the QUOTEVALET online presentation/acceptance make this a good platform for the future. Cons Would like the ability to automatically sunset products, as they are on a limited basis. Reason for choosing QuoteWerks Pricing, features, and licensing Review Source JC Jessica C. Digital Marketing Analyst Financial Services Used the software for: 2+ years ### "QuoteWerks Review" September 13, 2023 5.0 It is way too easy to price and discount products with QuoteWerks. Pros I like that QuoteWerks makes sales pipeline simple by creating, delivering and tracking customer interactions in real-time. Cons There’s no single aspect that let me down when using QuoteWerks. Review Source LP Linus P. Database Administrator Information Technology and Services Used the software for: 1-2 years ### "Quotewerks is the best option. I recommend it for quote management. " November 1, 2022 4.0 Quotewerks has the best customer support team on Earth. I like their services which are very helpful and reliable. Quotewerks is easy to figure out, very reliable and i recommend it for quote management. Pros Quotewerks is the best option for quote management. It is one of the kind application that provides all the best tools which are easy and simple to understand. There are many applications for quote management but Quotewerks is the best i have ever encountered. It integrates with available applications which makes it performance super dynamic. Everything about it is nice and it speeds up our sales processes thus saving time and increasing productivity. Cons Quotewerks does exactly what it was designed to do perfectly, excellently and amazingly good. The only challenge is the cost which is not pocket friendly. Review Source Response from Aspire Technologies November 2, 2022 Linus, Thank you for taking the time to review QuoteWerks and helping out the QuoteWerks Community! When it comes to the price of QuoteWerks, we offer different options from concurrent users to purchasing the licenses and even subscription options - https://www.quotewerks.com/prices.asp. With QuoteWerks, you don't have to buy a license for every person that may occasionally use QuoteWerks. There are tremendous savings in this and is important to keep this in mind when looking at pricing. VR Verified Reviewer Vice President, Technology Information Technology and Services Used the software for: 2+ years ### "Works, but it's not the best" May 26, 2022 3.0 It works, with some customizations and workarounds, but it's far from being the best tool I've used. Pros You can quickly create quotes and send them to your customer. For our account reps, it's easy to use. Cons Note, we use the Desktop version. The interface looks like something from the early 2000s. We had to purchase a plugin for quote approval, and it doesn't always work. There are some functionality issues, such as not being able to rename a user. Review Source VR Verified Reviewer Owner Information Technology and Services Used the software for: 2+ years ### "Quotewerks" May 7, 2019 4.0 Pros Many quoting option formats. I like the integration with 3rd party distributors for pricing. Cons The limit of 5 quotes open at a time has always been a real pain. I also wish there was a way to visually split the one time purchases from the recurring options. Review Source Response from Aspire Technologies May 8, 2019 Thank you for taking the time to leave a review! We really appreciate it. We wanted to let you know that you can change the setting to have up to 10 quotes open at a time and we do have a few different ways to visually split one-time vs. recurring payments using Section Headers, Headings lines, comments, and other options. If you'd like more information, please contact our support team and they can provide that information to you. Barbara K. Client Services Research Used the software for: 2+ years ### "Very good time-saving tool" August 24, 2018 5.0 We have been using QuoteWerks for several years, but I still remember the days of creating quotes in Word, which was tedious and time consuming. QuoteWerks made creating quotations and tracking them quick and easy. Pros It is quick and easy to create professional looking quotations to send to our clients. It links with GoldMine to aid in tracking quotes and creating follow-up reminders. Cons It is more directed to a manufacturing industry than a service industry. Also, the reporting is not very user friendly, although its been recommended we purchase Crystal Reports. Review Source VR Verified Reviewer CEO Information Technology and Services Used the software for: 2+ years ### "Good Software, a little clunky" December 4, 2018 5.0 We use it because all quotes flow into ConnectWise, including products and services. This means we don't have to type things over and can greatly reduce the number of transposition errors. It's also nice to have one spot for a common product database. We use it in a terminal server environment and it works well. Pros It's really a great quoting tool. It works well with ConnectWise, and its ability to export to Excel is great. Cons The ad-ons, such as Etilize, are OK, but not great. It can be a bit buggy and. The Quote Valet fearute seems nice, but I think it's too expensive. Review Source LE Liam E. IT Manager Information Technology and Services Used the software for: 1-2 years ### "So useful and very helpful quotation management tool. " October 3, 2022 5.0 With Quotewerks it is extremely easy and quick to search for information and a lot of information can be stored for future reference. The best part of it is that it uses cloud storage. Pros Quotewerks is the easiest and simplest platform in quoting. I like how it helps save much time while solving tasks and the user interface is so much flexible with great customizable templates. I like how it provides live updates to prices from vendors. Quotewerks is so much helpful, useful and above all it helps us save a lot of time. Cons The only disadvantage is the subscription cost which is a little bit higher. Review Source Response from Aspire Technologies October 6, 2022 Liam, Thank you for taking the time to review QuoteWerks! I noticed that you mentioned subscription costs. QuoteWerks is offered in both subscription and traditional software licensing. If you have questions about QuoteWerks pricing, please feel free to give us a call or send us an email! https://www.quotewerks.com/contactus.asp DK Dennis K. Marketing Advertising Manager Marketing and Advertising Used the software for: 2+ years ### "Extremely marvellous,supreme and exquisite Quoting and Proposal Management software." November 28, 2022 5.0 With QuoteWerks,I can easily create,send and manage purchase orders with this tool.This tool offers affordable pricing for products configuration. Pros Ability to create,send and manage sales quotes and proposals is what delights me a lot when working with QuoteWerks.It's easy to configure and use QuoteWerks without any hassles.I like that sales cycle can be automated using QuoteWerks to save time and cost.It's a reliable tool that enables me to generate accurate quotes. Cons Ease to evaluate and implement,highly configurable features and functionality,intuitive and user-friendly interface and affordable pricing of QuoteWerks leaves me with nothing in particular as a demerit. Review Source AJ Ashitosh J. Computer System Analyst Information Technology and Services Used the software for: 2+ years ### "Paradigmatic,stunning and genevieve Quote Management software." December 5, 2022 5.0 Pros The name tells it all that QuoteWerks is the best tool for creating and sending professional sales quotes and proposals.It's easy to eliminate manual quotes errors with this tool.QuoteWerks allows me to create and manage purchase orders effectively. Cons My adventure with QuoteWerks has been remarkable and I'm yet to find anything unpleasant. Review Source Response from Aspire Technologies December 15, 2022 Thank you for the great review! JE Jeff E. Accountant Investment Management Used the software for: 1-2 years ### "QuoteWerks is easy to use and Effective " November 29, 2023 5.0 Pros I like it’s reliable quoting and proposals. It’s affordable in pricing. Has outstanding support. Cons It is the best tools i have used to create quotes, nothing that I dislike towards it. Review Source VR Verified Reviewer Data & IT Security Product Manager Used the software for: 2+ years ### "Fairly solid for the most part" February 28, 2018 3.0 Pros QuoteWerks does provide a number of strong features that I'm looking for in a quoting tool. It enables me to customize a number of things so that I can fine tune my quotes and has some very needed pricing tools in place to make quoting easier. Cons QuoteWerks doesn't seem to integrate too well with my Sage programs. It does an "okay" job but there should be a stronger focus on integrating. Review Source RN Rex N. Data Architect Online Media Used the software for: 1-2 years ### "Quote and Proposal management software. " November 15, 2022 5.0 One of the best and economical application for quote and proposal management i have ever encountered is Quotewerks. It has a friendly pricing terms which makes it affordable to all sizes of companies. Pros Usability, performance, functionality, flexibility and accessibility makes Quotewerks stand out from its competitors. Integration with other available softwares makes it more powerful and effective. With it, it is extremely easy to create elegant sales quotes and proposals. Quotewerks saves much time because of its super speed and it is very easy to customize to your needs. It has a simple interface which enhance smooth configuration. Cons There is no issue to address at the moment as Quotewerks meets our needs. Anytime we need help, their customer support responds faster. Review Source Talk to a Capterra advisor for free and get results within 15 minutes.