# Page 3 | QuoteWerks Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 3 - 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 March 13th, 2026 # Page 3 - Reviews of QuoteWerks ## Showing most helpful reviews Showing 51-75 of 191 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Tommy A. President Telecommunications Used the software for: 2+ years ### "I have been using for over 10 years, Love it!" April 27, 2018 5.0 Quick, easy, and efficient quote to order to invoice process. All of the accounting/crm programs have some type of quoting module but none of them come close to QuoteWerks. Pros I love the flexibility of being able to format the quotes the way I want them to look to the customer. The product listing and pricing options are very easy to use, and I can adjust on the fly very easily. Being able to sync with Quick Books Online ia great plus also. Cons Needs to be able to send appointments to Google Calendar. They work with Google Contacts and Gmail, why not Calendar?? Some of the features require moving to a higher level package and I am so comfortable with what I have, I have decided to do without. Just what works for me. Review Source 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 LK Leonard K. Senior Accountant Online Media Used the software for: 1-2 years ### "Incredible quoting tool that is super intuitive and constantly upgrading its features." November 9, 2022 5.0 Qoutewerks is one of the best configuration pricing quoting software that any company aiming to create easily its sales quotes and proposals should have. It integrates with CRM software like quickbooks, HubSpot and Salesforce is of high notch. This is the best tool for giving customers perfect breakdown of their purchase. Pros It's simple interface is so tramedous hence smoothly configuration. Customer Cam easily compare our prices vs products. Its low learning curve make it user-friendly moreso to stuff and employees who aren't technology letrate.The dashboard 8s easily navigable saving us much time as a team. It support team is much responsive and ready for any assistance required regardless the time you contact them. Easy creating of customizable quotes and proposals has smoothened our quoting processes Cons The only issue that i can address on is pricing. I wish the pricing was made more pocket friendly and economical favouring both large and small scale businesses. In all this product has been so awesome to me and my team. Review Source Elizabeth W. Marketing Assistant Banking Used the software for: 2+ years ### "A Brobdingnagian, Hard-bitten and Straightforward Proposal Management Software " December 20, 2022 5.0 It's inexpensive and a friendly user interface with highly configurable features and functionality. Pros It generate accurate sales quotes and proposals thus saving money for the organisation.It can easily integrate with other third party software.One can manage purchases and create orders with Quotewerks. Cons This tool has never disappointe Me;Therefore I have no demerits on it and I highly recommend to other organisation to use it. Review Source Response from Aspire Technologies December 23, 2022 Thank you for the high praise and for leaving a review, Elizabeth. 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. Rono K. System Engineer Financial Services Used the software for: 2+ years ### "A Marshal,Machinate and Choreograph Quote and Estimates Management Tool." December 30, 2022 5.0 Sales and marketing process are automated to increase productivity Pros I like how it can create a quote and proposal to client using inbuilt templates quicker and efficient .Online payment is meet using Quotewerks and can integrate with all form of payment.It provides bills and create invoice for customers Cons It has worked excellently to meet our expectations therefore I have nothing to dislike. Review Source Michael S. Senior Product Manager Computer Hardware Used the software for: 2+ years ### "QuoteWerks - Great for Small Business" December 4, 2018 5.0 We use it to sell digital signage and software. We have been a customer for about 13 years and recently upgraded to the 2018 version, version 5.0. I am the admin and manage the users in the system along with their rights and privileges. Pros Easy to use. Can manage many product lists and it is very detailed. this includes photos and even linking for easy quote building. Cons Lots of areas to get lost, many sub menus. Might take some time to get up to speed if you haven't used it before. Initial training can be lacking. Building a template is not user friendly. Requires database cleanup as it will slow down if you don't. Review Source Jeniffer E. Junior Project Manager Construction Used the software for: 1-2 years ### "Great Tool for Effective Billing and Invoicing." July 18, 2023 5.0 Nice documentation and very reliable product for Email and project contacts management is also easy through this tool. Pros Real-time data results production and the activity tracking and proposal management using the product features is profitable and cost effective. Cons There was nothing on QuoteWerks to dislike and the entire implementation operation was easy. Review Source 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 Stella K. Account Manager Financial Services Used the software for: 1-2 years ### "A vital,stunning and thrilling Quoting and Proposal Management software." November 20, 2022 5.0 Pros Through QuoteWerks,it's possible to generate and send sales quotes and proposals more efficiently.Accurate quotes can be created used this as well.I like how it's simple and fast to create and manage purchase orders.Finally,sales lifecycle can be streamlined and automated using QuoteWerks and this improves efficiency and productivity. Cons I got no doubt that QuoteWerks is the best Quote and Proposal Management software that I have used so far and it never disappoints me. 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 MK Maurice K. Software engineer Information Technology and Services Used the software for: 1-2 years ### ""'The best platform to increasingly purchase and our quote products. "' " September 28, 2022 5.0 I find this platform to be the simplest in quoting.It so impressive in that delivery of quotes is fast to clients. Track purchase is highly enhanced by QuoteWerks.Am quite impressed. Pros There are massive features that make this platform a great quoting tool. Some of them includes; >The tool helps save more time while solving tasks. >There is simplicity in quoting products. >The user interface is so flexible with such great customizable templates which are different too. >There are live updates to prices from vendors. This is so impressive. Cons A quite expensive subscription. This really makes it hard for us some times. Review Source Response from Aspire Technologies October 6, 2022 Maurice, 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 VR Verified Reviewer CFO Computer & Network Security Used the software for: 2+ years ### "Quotewerks for IT" July 16, 2019 4.0 Pros We have used quotewerks in our IT business for years and it works well for our needs. It has real time pricing from many of our vendors. Cons The integration to quickbooks desktop often did not work. We have qbo now and it syncs just fine. 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 DP Danielle P. Admin Asst Information Technology and Services Used the software for: 2+ years ### "QuoteWerks 2022" March 25, 2022 4.0 Pros The program is fairly simple to use. I was able to quickly train our new hire on how to use the program in a short period of time. I was able to create custom templates for regularly used contracts and orders so I don't have to waste time starting from the beginning each time. Also the fact I can add my start and end date is huge deal for contract quotes. You can also add your own terms and conditions document. They have the best support team I've ever worked with. Cons Setting up email connector wasn't easy for us. AT one point we had to download the quote pdf and email it because our didn't work. It works now with QuoteValet and I'm forever grateful! So much more professional/ Review Source 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 Henrik C. Ranger & Virtual CEO Human Resources Used the software for: 2+ years ### "Very useful daily tool" April 26, 2018 4.0 Nice and easy order entry as well as pricelist control Pros Easy to use and "integrates" nicely with our Maximizer CRM. We use only parts of the systems as we use it for order entry and not really for quoting and pipeline management. The order part works perfectly for our needs. Cons The reporting features could be better with some easy-to-use templates, WYSIWYG etc. It would also be great with some tighter integration to Maximizer - i.e. to the Opportunities part. 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! Florence K. Area Sales Manager Financial Services Used the software for: 6-12 months ### "A spectaculous,walrulicious and beyond valuation or campare Quote Management software." December 28, 2022 5.0 QuoteWerks streamline quote to order process in real-time.Enables ease to generate more revenue. Pros It's a reliable tool that integrates with accounting software like Sage Intacct and QuickBooks Online to generate invoices,purchase orders and estimates.This tool offers products and services descriptions in real-time.It's fast to create and send sales quotes and proposals.It's easy to streamline and automate sales process and increasing conversion rates.It's simple to minimize misquoting errors hence delivering accurate quotes. Cons Until now,I haven't been able to depict any problem with QuoteWerks. Review Source 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 Nancy W. Sales Manager Insurance Used the software for: 6-12 months ### "Elementary,opportune and decisive CPQ and Proposal Management tool." November 16, 2022 5.0 It's possible to make better sales decisions with QuoteWerks.This tool automates sales cycle thus reducing time wastage,drive revenue growth and also increases profits. Pros QuoteWerks offers accurate and real-time pricing with any given product configuration.It's easy to create and send amazing sales quotes and proposals to our clients with QuoteWerks.I like how this tool increases sales by offering accurate quotes. Cons QuoteWerks has give me a mind-blowing experience in matters of quotes and proposals management and I find no major setback to pinpoint. 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 GM Gloria M. Web Designer Information Technology and Services Used the software for: 1-2 years ### "My remarkable and wonderful experience with Quotewerks. " November 14, 2022 5.0 Quotewerks is an excellent and outstanding application for proposal and quote management. We have been able to speed up our sales processes with the help of Quotewerks thus saving time and increasing productivity. Pros Since i started using Quotewerks, it has made my work more easier and effective. It is a powerful and solid application for quote management that integrates with third-party applications thus making it more powerful and effective. It has a simple and user-friendly interface which is easy to customize and use. I like the ability to quickly and easily create every quote i need with Quotewerks and it has a great and responsive team behind it, very responsive and helpful. Cons I have used Quotewerks for more than 2 good years and i haven't encountered any difficulties. 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 DS Daniel S. Agricultural engineer Food Production Used the software for: 6-12 months ### "La mejor opción si no quieres asumir los costes que suponen otras herramientas similares" November 28, 2022 4.0 It enabled us to make faster calculations and with a very detailed data. Pros It is the best way to quote a product online because this software allows us to have many factors adjusted in the job sheet. It can create quotes very rapidly. Cons The UI is from my point of view a bit updated and sometimes it is difficult to understand how to proceed. Switched from [PandaDoc](https://www.capterra.com/p/131735/PandaDoc/) The previous software was not as effective as this one Review Source Talk to a Capterra advisor for free and get results within 15 minutes.