# QuoteWerks Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is QuoteWerks the right Proposal Management solution for you? Explore 192 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 (192) 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 ZH Zoe H Business AnalystElectrical/Electronic Manufacturing, 51 - 200 employeesUsed the software for: 6-12 months. “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.“ April 7, 2026 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 ZH Zoe H Business AnalystElectrical/Electronic Manufacturing, 51 - 200 employeesUsed the software for: 6-12 months. “Their support team has been very friendly and efficient in responding to help tickets in minimal time, providing detailed and well-explained information.“ April 7, 2026 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 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 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 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 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 192 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 because it has been giving us incredible experiences. Pros 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 . I find them so effective. Switched from [Salesforce Revenue Cloud](https://www.capterra.com/p/265484/Salesforce-Revenue-Cloud/) has been so effective and so reliable to use. Review Source ZH Zoe H. Business Analyst Electrical/Electronic Manufacturing Used the software for: 6-12 months ### "A very professional platform with useful tools." April 7, 2026 5.0 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 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 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 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 automates the entire process of quoting procedures. Cons 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 automates the entire process of quoting, pricing and configuring products and services which saves time and improve productivity. Cons 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 offers tons of customizable templates which makes it super easy to create professional quotes. Cons 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 streamlines quoting processes through workflow automation which reduce human errors and saves time leading to high ROI. Cons I am a daily user of 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 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 CW Charity W. Branch Manager Mechanical or Industrial Engineering Used the software for: 2+ years ### "CPQ Program that I Highly Trust: QuoteWerks" November 11, 2024 5.0 Pros 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 YG Yahaya G. Audit, Financial and Management Consultancy Management Consulting Used the software for: 2+ years ### "Let’s Quote Works with QuoteWerks " October 29, 2024 5.0 Configure, price and quotation of products and services is what I relish most with QW. Pros The most influential and crucial aspect about is the availability of artificial intelligence capability which makes it super easy to create sales quotes and proposals. Cons I have been using for quite long now and I barely come across any glitch. Review Source 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 . Pros I like that 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 . 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 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 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 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. AW Audrey W. DevOps Engineer Hospitality Used the software for: 1-2 years ### "Quotewerks is a solid and exceptional tool for quote management. " November 8, 2022 4.0 meets our business expectations and i also recommend it to others looking for a very effective and cost-effective solution for quote management. It is super easy to send professional sales quotes and proposals to clients. Pros I have not used for very long time but so far so good. It's one of the best and reliable software for quote management. The application is very easy to navigate through and has a very nice and reliable customer support. I like how it helps me to quickly create quotes, proposals and send them instantly to customers. All the features it provides are easy and simple to understand and it seamlessly integrates with other available tools which makes it super powerful and more effective. Cons is amazing. When it comes to pricing they offer different options from concurrent users to purchasing the license and even subscription options thus making it suitable for all sizes of companies. Review Source Amy G. Senior Account Executive Computer Software Used the software for: 2+ years ### "Quick and Easy" August 28, 2018 5.0 We used to create quotes in Word, and that was cumbersome. has saved us time and makes our quotes look more professional. Pros Creating quotes is very easy with . I especially like the templates, it allows me to have most of my quotes created, and all I have to do is make some minor tweaks. It also integrates with our Contact Management software, and that saves me time when it comes to scheduling calls and forecasting sales Cons There is not any glaring issues that I have with the system that are worth mentioning. Review Source MN Muhungura N. Senior Financial Analyst Construction Used the software for: 1-2 years ### "QuoteWerks makes quoting an incredible experience." November 30, 2023 5.0 It has been credible and reliable by far. Pros What I loved most about is how it is easy to use when quoting products. The customer support team was helpful and user-friendly during the initial stages of deployment. I also love the ability to create custom templates. Cons Honestly, I have not encountered anything negative yet to address. My time with has been amazing without issues. Review Source LM Lionel M. Financial Officer Online Media Used the software for: 1-2 years ### "Quotewerks is flexible, stable, complete and feature-rich software for quote management. " November 15, 2022 5.0 has a very easy to manage dashboard which is easy to understand thus providing real-time information on orders and quotes. Again, it provide eye-catching and professional looking quotes which can be easily presented to clients and also it minimize paperwork and eliminate some manual processes which saves much time and effort. Pros One of the best thing i like most about is the ability to receive notifications to alert you when clients view quotes. It offers a wide variety of templates which are easily customized and it seamlessly integrates with our available CRM tools. I like the fact that it provides the ability to easily and quickly obtain electronic signatures from clients. Cons To be sincere about the performance of , it is the best, easiest and safest tool for quote management and i have no notable disadvantages to mention about it. Review Source JO Jennifer O. IT Specialist Information Technology and Services Used the software for: 1-2 years ### "Quotewerks is dope.. Best for creating quotes and proposals. " October 14, 2022 5.0 has got a very flexible and intuitive user interface which makes it easy to use and also works well with Auto Task and ease of tracking our clients approvals. I recommend Quotewerks for quoting products. Pros is super brilliant, amazing, outstanding and exceptional. It is one of the best tool i have used for creating quotes and proposals. It provides tips for new users thus making it easier for them to learn and use it. Once you start using it, now you can understand how precious the application is. It is the best solution for quoting products in a very easy manner. Cons Many users complain about the subscription costs but is offered on both traditional software licensing and subscription so it's up to you to choose which suits you best. Review Source Response from Aspire Technologies October 27, 2022 Thank you for taking the time to provide your feedback and helping the community! SK Samson K. Team leader Financial Services Used the software for: 2+ years ### "An efficient tool for Quoting Solution for Small Businesses" March 27, 2023 5.0 offers a range of features to help small businesses streamline their quoting process. Its ease of use, integration capabilities, and flexibility make it a solid choice for businesses that want to save time and increase efficiency. Pros Quotewerk is intuitive and easy to navigate, even for users who are not tech-savvy. The interface is clean and uncluttered, which makes it easy to find the features you need. Cons can be a bit expensive compared to other quoting software solutions Review Source JP Jake P. Account Manager Newspapers Used the software for: 2+ years ### "Great product that elevates the quoting process" October 19, 2023 4.0 Used for about 5 years. Overall, solid product with some great features and functionality. Pros The ability to Integrate with other products. Ie. CRM and Accounting software. Cons Updating price lists and codes are time consuming Reason for choosing QuoteWerks Highly integratable. Review Source OI Ogarekpe I. Applications engineer Financial Services Used the software for: 1-2 years ### "A solid quoting and proposals solution " December 2, 2022 5.0 is easy to use and ensures proper workflows in quotes and proposals. It has great templates that you can choose from to suit your business. It flexible and blends in perfectly with other tools. Pros My favorite feature of is how perfectly we able to integrate it with our main CRM and other third party software. The speed of onboarding and implementation of this tool was fantastic. It has done an excellent job in improving the efficiency of our quotes and proposals. Importing data to quotewerks is quick and straightforward. Cons I think it would feel nice if would have a well polished and modern user interface. It also has a slight learning curve to figure it out but once you do, is usability is impressive. Customer support should improve their response times to resolve issues quickly. Review Source ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Talk to a Capterra advisor for free and get results within 15 minutes.