QuoteWerks vs ConnectWise CPQ

Jobber

AutoQuotes

FieldPulse

Jobber is field service management software that helps home service businesses stay organized and deliver great customer experiences. With AI tools like Jobber Copilot and automated marketing features, teams can manage more work while delivering five-star service.

AutoQuotes or AQ is a quoting and data analytics software designed to help businesses in the foodservice and supplies industry manage payments, product information, quotes, projects, and more from within a unified platform. Manufacturers can access a database of stock-keeping units (SKUs), warranty information, spec sheets, and product descriptions.


FieldPulse is a cloud-based field service management software designed for service contractors that helps manage business operations and workflows, including customer management, scheduling, project management, estimates and invoices, timesheets, customer portals, and more.

Systems Analyst

Great and very responsive customer support team, their services are topnotch and incredible.

QuoteWerks CPQ automates the sales process creating Quotes and Proposals integrating with CRM and Accounting Solutions.  Know when quotes are viewed & e-Signed

Access Controls/Permissions

Accounting Integration

Activity Dashboard

Alerts/Notifications

Approval Process Control

Approval Workflow

Audit Trail

Automated Quoting

Automatic Formatting

Billing & Invoicing

Bills of Material

Catalog Management

Client Portal

Collaboration Tools

Contact Management

Content Library

Contract/License Management

Customer History

Customizable Branding

Customizable Fields

Customizable Reports

Customizable Templates

Data Import/Export

Discount Management

Document Automation

Document Management

Document Review

Document Storage

Document Templates

Drag & Drop

Electronic Payments

Electronic Signature

Email Management

Estimating

Forecasting

Guided Selling

Knowledge Base Management

Multi-Currency

Order Management

Price and Cost Calculations

Price/Margin Management

Pricing and Cost Calculations

Pricing Management

Product Configurator

Proposal Generation

Quotes/Estimates

Real-Time Data

Reminders

Renewal Management

Reporting & Statistics

RFP Management

Sales Automation

Self Service Portal

Template Management

Templates

Third-Party Integrations

Version Control

Workflow Management

Reviewers indicate QuoteWerks offers flexible pricing and affordable entry points, which they appreciate for various company sizes. Some users report extra costs for features, and some reviewers feel the lack of a free trial and higher subscriptions are drawbacks.

Value for money

By industry, QuoteWerks reviewers are most commonly professionals in information technology and services (20%). The most frequent use case for QuoteWerks cited by reviewers is proposal management (88%).

Proprietary

QuoteWerks

Web-based

Windows

PandaDoc

Quoter

Proposable

Odoo 

Quotient

Essential - For Teams & Startups

Balanced - For Scaling Businesses

Pinnacle - For Advanced Workflows

Business Analyst

QuoteWerks 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.

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.

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.

Chief Executive Officer

Creating proposals and sales quotes is automated by QW which saves time and improve productivity.

Accounts Assistant

QuoteWerks has reduced manual errors by streamlining quoting processes.

Branch Manager

To leverage the power of CRM, it demands to be integrated with external services.

Partner

The interface is outdated and the database management is cumbersome.

Legal Associate

I like how it creates quotes and proposals in just a few minutes.

Accountant

QuoteWerks is cloud-based which demands internet access to perform.

Sales Associate

In my line of work am constantly looking to pitch and close deals, so i use it a lot in creating quotes and proposals.

Additionally, we cannot afford the downtime it would take to migrate away from.

Overall our revenues and productivity has greatly improved since we implemented Quotewerks 8 months ago.

Account Manager

Overall, this is a basic tool that has served us well for a number of years.  

Sales and Marketing Manager

It is fast to create and send custom sales proposals and quotes to our clients with QuoteWerks.

Head of HR & Admin

In addition, QuoteWerks streamlines the entire process of sales pipeline via pricing and quoting.

Marketing Director 

QuoteWerks allows that I can create and send send professional,customizable and accurate sales quotes and proposals without any hassles.

President 

QuoteWerks makes it easy for us to prepare quotes and keep moving the ball down the field helping folks solve their needs in our business to manage / search / find / archive and share digital media assets.

Team lead Information and Technology 

Quotewerks is a great platform that help us create sales quotes,proposal, submit orders electronically and can still monitor order status with the shipping serial number.

Sales Manager 

QuoteWerks helps me to create and send custom,complete and accurate sales quotes and proposals to our customers.

Relationship Manager

I like the ability to integrate with other applications such as accounting softwares and CRM.

Information Technology Support Specialist

I have use the quotation and proposal template provided by the software, it has automation for fill-in text that is very helpful and making the process a bit quicker.

Web Developer

Quotewerks is very helpful as it enable me to create quotes and proposals and it seamlessly integrates with my other applications as well.

Senior Software Development Engineer

Quotewerks is an outstanding and incredible tool for proposals and quotes management.

Renewable Energy Projects Manager

Its actually an empowering tool in the sense that it gives you the ammunition to hunt for business and development

Senior Accountant 

Qoutewerks  is one of the best configuration pricing quoting software that any company aiming to create easily its sales quotes and proposals should have.

Web Designer

It is a powerful and solid application for quote management that integrates with third-party applications thus making it more powerful and effective.

Sales and marketing executive 

I like how quotewerks integrates with salesforce which is our main CRM and other tools that we use like QuickBooks, zoho, hubspot and many others.

Front-end Developer

Quotewerks is a solid and very secure application for quote and proposal management which makes it easy and fast to quote products prices.

Agricultural engineer

It is the best way to quote a product online because this software allows us to have many factors adjusted in the job sheet.

Its made quoting and pitching for business a breeze thanks to its easy implementation and use.

IT Manager

I like how it helps save much time while solving tasks and the user interface is so much flexible with great customizable templates.

For starters, it is easy to deploy, it integrates with many relevant platforms, comes with exceptional phone support.

.NET Software Engineer

QuoteWerks makes it seamless to price products and services.

Graphic Designer

QuoteWerks makes it easy to price, quote and configure services in our agency.

System Administrator 

Price management and configurable features that is simplified to quote and have ability to serve customers quickly and efficiently

Does well in creating quotes and proposals in a manner that's straightforward and easy to understand.

HR Director 

QuoteWerks allows me to create and send quotes and proposals to clients effectively.

Software Engineer

This solution offers versatile options to create quotes, the only thing I don't like is the price which is a bit high.

Accounting coordinator 

With quotewerks it sends quotes to search for information,it has got a very adjustable and instinctive user interface.

Easy implementation, outstanding phone support, dynamic integration range.

Marketing Advertising Manager 

With QuoteWerks,I can easily create,send and manage purchase orders with this tool.

Makes it easy to create quotes and proposals and has a very friendly and highly customizable dashboard. Since we started using it, it has really saved us money and time.

It provides versatile options for managing quotes and submitting proposals in a very professional style.

Operations Manager 

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

Account Manager 

The ability to Integrate with other products.

Sales Specialist 

QuoteWerks is a great and reliable tool that helps to automate lifecycle of quoting and proposal process.

Finally,sales lifecycle can be streamlined and automated using QuoteWerks and this improves efficiency and productivity.

Team leader

Quotewerks offers a range of features to help small businesses streamline their quoting process.

Computer System Analyst 

QuoteWerks allows me to create and manage purchase orders effectively.

Quote Management

Proposal and Quote Management

Sales Quotes and Proposals

Pricing

Sales Process Automation

Creating Quotes

Order and Purchase Management

Database Management

Industry Flexibility

Small Business

Freelancers

Large Enterprises

Mid-size Business

Some reviewers find QuoteWerks offers flexible pricing options, including concurrent user and subscription models, which they say makes it accessible for companies of various sizes. They appreciate its affordable entry point and cost-effective features, noting that it is easy to deploy and integrates well with other software. Some users report that additional features come at extra cost, and a few wish the subscription was cheaper. Some reviewers feel the lack of a free trial and higher subscription costs can be a drawback, especially for small businesses or those wanting to evaluate the software before purchasing.

Aspire Technologies

QuoteWerks is a web-based configure price quote (CPQ) software solution which enables companies of all sizes to create, edit & view quotes and proposals online

ConnectWise Sell makes it simple to create professional quotes and proposals to help you grow your business. See a live demo today!

Content Management

Goal Management

Opportunity Management

Performance Management

Pipeline Management

ConnectWise CPQ

Basic

Standard 

Premium 

Sales Manager

The document storage helps with organization, the templates are minimal, the professionalism in the proposal design is really nice but this is not a tool for highly technical quotes/proposals.

Owner

I was lucky enough to attend a ConnectWise Sell boot camp many years ago and I learned so much at that event.

I also liked the professionalism in the design of the proposals.

QuoteWerks vs ConnectWise CPQ Comparison (2026)

QuoteWerks

ConnectWise CPQ

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives