QuoteWerks review
A powerful, specialized quoting and proposal tool for IT service providers and resellers.
Top 11 rank
#10 of 11
Score
7.3/9.4
Pricing
$$ ($15 to $29/user/mo)
HQ
Orlando, USA
Verdict
QuoteWerks is a veteran in the CPQ (Configure, Price, Quote) space, offering unparalleled depth for creating detailed quotes with complex product configurations, ideal for the IT channel.
What customers praise
Its deep integrations with IT distributors (like Ingram Micro, Tech Data) and accounting/CRM platforms make it an indispensable tool for its target niche.
What customers criticise
The user interface is significantly dated and less intuitive than modern, cloud-native proposal tools, and it's not a natural fit for creative or consulting agencies.
Best for
IT service providers and value-added resellers (VARs) who need to create complex quotes and proposals integrated with distributor and accounting systems.
At a glance
- Integrations: Salesforce, QuickBooks, ConnectWise, Autotask, Ingram Micro, Tech Data
- Regions served: Global
- Typical onboarding: 3 days
Red flags
Public risk signals as of June 2026: none. No material public risk signals as of 2026-06-08. See the full red-flag report.
Alternatives
See alternatives to QuoteWerks, or compare against the next-ranked entry: QuoteWerks vs Canva Docs.
Source: Top 11 The 11 Best Proposal Software for Agencies & Consultants (2026), verified June 8, 2026 — no paid placement.