QuoteWerks
QuoteWerks is a turn-key quoting and proposal solution with over 80,000 Users in 101 countries. What sets QuoteWerks apart is its 55+ integrations with CRM, Accounting, Distributors, FedEx/UPS, Leasing, Sales Tax, Microsoft Word, Dell, Cisco, HP, CDW, NewEgg, Provantage, and more. QuoteWerks is used by companies in almost every industry and by companies of all sizes
AI Analysis by G2· May 2026
QuoteWerks is a tool that generates professional quotes and integrates with other financial and accounting systems.
Pros
- ✓Users like the efficiency and accuracy of QuoteWerks, appreciating its integration with CRM and billing systems, its customizable templates, and its ability to streamline workflows and reduce errors.
Cons
- ✗Reviewers experienced some difficulties with the initial setup and mastering advanced features, and they also noted that the interface can feel outdated and the platform lacks effective port tracking and customer engagement visibility.
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