# Page 6 | QuoteWerks Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Page 6 - 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

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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/)

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Last updated March 13th, 2026

# Page 6 - Reviews of QuoteWerks

## Showing most helpful reviews

Showing 126-150 of 191 Reviews

Sort by:

Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

SO

Sarah O.  
ICT Manager  
Non-Profit Organization Management  
Used the software for: 2+ years

### "Incredible,sensational and surpassing Quote Management tool."

November 14, 2022

5.0

Pros

With QuoteWerks,It's easy to configure products information.I like ease to create custom sales quotes and proposals with QuoteWerks.This tool makes it simple to track quotes.

Cons

I haven't experienced any difficulties with QuoteWerks as everything is configurable.

Review Source

MA

Mohit A.  
Software Engineer  
Information Technology and Services  
Used the software for: Less than 6 months

### "Really very helpful tool for Quoting"

December 27, 2021

5.0

Pros

Really a great tool for Quoting. We can quote very easily using the customisable templates according to the requirement. We can easily integrate with third party software like ConnectWise that saves our time and money. QuoteWorks works well to make our documents look great and clear.

Cons

Actually it is paid tool. Customer support is not good. Except this really a great tool for quoting.

Review Source

Response from Aspire Technologies

January 3, 2022

Mohit, Thank you for taking the time to review QuoteWerks. I am sorry that you have not found our customer support to be helpful. Our Technical Support is one of the reasons companies choose to use and stay with QuoteWerks. Our Support Team is one of the highest rated in the industry. If there is anything that we can do to improve the customer experience, please let us know!

VM

Vincent M.  
Web Developer  
Hospitality  
Used the software for: 6-12 months

### "A solid and exceptional tool for quote management. "

October 24, 2022

5.0

Quotewerks is easy to set up and use and the interface is friendly and highly customizable to suit your needs. It enables me to create professional looking quotes for clients.

Pros

Quotewerks is a great platform which offers a lot of tools that are easy to use. You can have as many quotes as you want and i find it very easy to find quotes from the past. Quotewerks is user-friendly and easy to learn and manage and has the best technical support team. Also, i like how it is easy to navigate through without any training.

Cons

Only the cost which is a little bit higher. Nothing much to dislike about it.

Review Source

VR

Verified Reviewer  
Marketing Manager  
Information Technology and Services  
Used the software for: 1-2 years

### "Decent Quoting Software with Good Integration"

June 15, 2023

5.0

Pros

Our QuoteWerks integrates directly with our PSA, Connectwise, to provide a seamless transition from Sales to Ops.

Cons

Could be a bit more user friendly, but overall not bad at all!

Review Source

MJ

Maxwel J.  
Accountant  
Information Technology and Services  
Used the software for: 6-12 months

### "A solid and exceptional application for quote management. "

November 3, 2022

5.0

Pros

Quotewerks is an excellent and powerful quote management software which makes it super easy and quick to quote products prices. I love how easy it is to navigate through and with it, it's very easy and fast to create quotes and proposals and send them to clients. It has a simple and user-friendly dashboard making it easy to learn and adapt. Quotewerks saves time and money.

Cons

Since I started using Quotewerks i have never recorded or experienced any difficulties so i give it 5 stars and recommend it to all sizes of companies.

Review Source

EK

Ezekiel K.  
Sales Specialist  
Staffing and Recruiting  
Used the software for: 1-2 years

### "Prestigious,incredible and indomitable Configure,Pricing and Quote tool."

October 31, 2022

5.0

Pros

QuoteWerks is a great and reliable tool that helps to automate lifecycle of quoting and proposal process.It's simple to send professional sales quotes,orders and proposals to our clients with this tool.I like ease to integrate QuoteWerks with other third-party applications.

Cons

QuoteWerks performance is tremendously brilliant thus achieving all our objectives and I do not have any major setbacks to highlight.

Review Source

MM

Maurice M.  
Operations Manager  
Apparel & Fashion  
Used the software for: 2+ years

### "Best CPQ Solution "

November 15, 2022

5.0

Pros

We have used QuoteWerks successfully for quoting and it also doubles up as a great CPQ solutionI like that it is affordable and seamless to deploy and use

Cons

Not many issues to mention as the software has been working well.

Review Source

Tahira S.  
Senior Project Manager  
Computer & Network Security  
Used the software for: 1-2 years

### "Exquisite and Most Refined proposal Management Tool."

October 18, 2022

5.0

A great tool that has been speeding up our sales processes.

Pros

Offers us with sales transparency. It easily brands documents and proposals for our company. It has a very supportive customer support service.

Cons

We have not had any dislikes towards the software.

Review Source

Response from Aspire Technologies

October 27, 2022

Thank you for taking the time to provide your feedback and helping the community!

BM

Bernice M.  
HR Director  
Staffing and Recruiting  
Used the software for: 1-2 years

### "Extraordinary spectacular and highly-ranked Quote management software."

November 6, 2022

5.0

Pros

QuoteWerks allows me to create and send quotes and proposals to clients effectively.It's to increase/improve quotes accuracy with this software.QuoteWerks helps to standardize products pricing.

Cons

I got no negative remarks to make as this tool automates lifecycle of quoting and proposal process.

Review Source

WF

Willmarie F.  
Office Manager  
Construction  
Used the software for: 2+ years

### "Information"

September 22, 2022

5.0

Easy to search for information

Pros

A lot of information can be stored for future reference

Cons

Reports samples that can be converted to our use.

Review Source

DA

Danny A.  
Purchasing  
Information Technology and Services  
Used the software for: 2+ years

### "QuoteWerks"

August 29, 2019

2.0

QuoteWerks software does create professional looking quotes.

Pros

Software was relatively easy to use but it was also very unstable. We used this program for 10+ years and it was good enough to get us through day to day operations.

Cons

Thought QuoteWerks was very unstable and lacked many features that a quoting program should include.

Review Source

DI

Damir I.  
  
Information Technology and Services  
Used the software for: 1-2 years

### "Not so good for Bosnia..."

June 11, 2016

2.0

Our experience with QW is disappointing. We were expecting to solve few issues within our quoting process but unfortunately we will be looking for another solution.

Pros

Only pro is that it is cheap.

Cons

Lots of it. If you are solution provider doing a bit more complex projects where customers demanding several different quotes to see where they stand, can't support different character set like we are working in English only world (this created really unprofessional looking quotes), can't handle VAT in way it is according to the law or it can't create options on quotes where different VAT calculations are included. I won't even mention issues with proposals which are more complex then quotes.

Review Source

VR

Verified Reviewer  
System Administrator  
Information Technology and Services  
Used the software for: 2+ years

### "Fantastic quoting solution"

February 14, 2019

5.0

Pros

Its integration with PSA tools is top notch. Its ease of online quoting and ordering make this a great product to use.

Cons

Overall the product is great but the design, color scheme, etc are a bit dated.

Review Source

SL

Steve L.  
Director of IT  
  
Used the software for: 2+ years

### "Quotewerks is a great tool, and will soon integrate with our new CRM, making it very useful."

July 11, 2017

4.0

Pros

I like the ease of use after configuration. Its pretty easy to generate a quote and get it sent out. I also like the fact that the quotes are securely delivered and can be accepted and paid through the email. It integrates with our merchant services so we can take deposits upon acceptance.

Cons

Initial configuration is a bit advanced. This software is rich in features, so it may take a bit of assistance from the Quotewerks staff to get everything configured how it should be, prior to initial use.

Review Source

VR

Verified Reviewer  
Senior Account Executive  
Information Technology and Services  
Used the software for: 2+ years

### "Good quoting tool"

April 12, 2018

4.0

Pros

It's a good quoting tool, clear to read, and you have the option of connecting data w/distribution. Overall, it's been reliable.

Cons

We may have missed the boat on all of its functionality and the features it has to offer. I feel I'm not scratching the surface as to its capabilities.

Review Source

JK

Jeff K.  
Manager  
Industrial Automation  
Used the software for: 2+ years

### "Good quote package"

August 24, 2018

4.0

Pros

Database driven. Lots of flexibility. PDF output. Ties into CRM. Easy to organize product database.

Cons

Would be nice if quote item table could be put in a mode to auto-expand description/note fields when entering the cell. Can't open product database without creating a quote. If you lose connection to network host for even a fraction of a second, you lose all of your work since last save and you get dozens of error messages you have to clear...a SERIOUS pain-in-the....

Review Source

VR

Verified Reviewer  
Executive assistant  
Logistics and Supply Chain  
Used the software for: I used a free trial

### "Very efficient"

February 1, 2023

5.0

Pros

The ease to use and manouverThe less costly software

Cons

The free trial leaves alot to be desired by new users

Review Source

Response from Aspire Technologies

February 3, 2023

Thank you for taking the time to leave a review of QuoteWerks. If you have suggestions about the free trial, please let us know. The demo of QuoteWerks is fully functional (only time limited) and if you have questions, you can actually pick up the phone and give us a call.

JM

Jason M.  
Sales Engineer  
Machinery  
Used the software for: 2+ years

### "Perfect solution for quoting software!"

August 24, 2018

5.0

Before Quotewerks, our office was using Microsoft Word to create quotes, and save them in a random folder. Quotewerks has enabled us to all utilize one system, keep everything organized, track our sales history, and streamline all of our sales processes! I highly recommend it for anyone looking for quoting software!

Pros

Ease of use, ability to customize generated reports, centralized storage for multiple sales persons quotes.

Cons

Fixed field positioning for tabs in software.

Review Source

RR

Raquel R.  
SEMM PCC ACCOUNT MANAGER  
Marketing and Advertising  
Used the software for: I used a free trial

### "Uso diario Con Calidad "

September 30, 2022

5.0

Pros

Software muy sencillo e intuitivo, muy recomendable. Para cualquier tipo de organización y sectores. Facilita mi trabajo diario.

Cons

Mejoraría el menú para hacerlo mas sencillo y la carga en ocasiones es un poco lenta, por el resto perfecto.

Review Source

DS

Delaney S.  
Managed Services Manager  
Information Technology and Services  
Used the software for: 6-12 months

### "Useful Stable Tool"

August 9, 2023

4.0

Pros

It is nice how many integrations go with Quotewerks. It makes it easy to use our other tools.

Cons

The tool tends to crash sometimes and the UI is a bit outdated.

Review Source

Response from Aspire Technologies

August 11, 2023

Thank you for taking the time to review QuoteWerks. I am sorry that you have had issues with stability. Have you contacted our Technical Support (https://www.quotewerks.com/support.asp) about the issue? As far as the UI being outdated (as you mentioned), this is why we released QuoteWerks Web: https://www.quotewerks.com/quotewerksweb.asp

PK

Patty K.  
Office Manager  
Electrical/Electronic Manufacturing  
Used the software for: 2+ years

### "Easiest Software Ever"

August 24, 2018

5.0

Everyone in our office are on the same page now when it comes to how our quotes look and what information needs to be relayed to the customer. We are all able to see and have access to each others quotes, which is helpful when someone is out of the office.

Pros

QuoteWerks is very easy to learn to use.

Cons

I wish the amount of characters allowed for a part number when building a bundle were more. We have very long part numbers in our business

Review Source

BS

Barbara S.  
Inside Sales Manager  
Industrial Automation  
Used the software for: 2+ years

### "Relatively easy to use."

April 27, 2018

4.0

All or most order info in one place.

Pros

Connectivity to our CRM, ACT is extremely helpful as well as to Microsoft Outlook. I love emailing directly from QW to my customers.

Cons

Reporting leaves a lot to be desired. I wish I could easily edit the field layout on the main tabs. Some field labels I've created are too long and won't fit, so most of the label info is lost on the screen.

Review Source

BT

Bill T.  
Owner  
  
Used the software for: 2+ years

### "Works well!! Lot's of options and customization. Takes some time to get it all working well."

April 25, 2018

5.0

Pros

Customization. You are free to create and use the quoting software in the way you would like and works best for your company. I've been using this since 2012, and it's been getting better and better.

Cons

It does take some work to get it all set up, but in the end it is worth it. It took a bit of time to learn, but they have lots of videos to help you along your way.

Review Source

GF

Gary F.  
President  
Industrial Automation  
Used the software for: 2+ years

### "Happily wed to QuoteWerks for 17 years"

April 25, 2018

5.0

It's the lifeblood of our operation.

Pros

1\. Easily quote custom-configurable products 2. Great start to finish application from quote to order to invoice 3. Exceptional customer service

Cons

1\. Won't store its own customer database - requires external CRM 2. Reports contain multiple results for same document - requires massaging data in Excel

Review Source

VR

Verified Reviewer  
Customer Service Representative  
Machinery  
Used the software for: 2+ years

### "Very helpfull"

August 24, 2018

5.0

Pros

The software is easy enough to use. Great for quoting projects

Cons

The number of characters we are allowed to use on the text fields.

Review Source

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