QuoteWerks vs ConnectWise CPQ
ConnectWise CPQ Alternative: Faster Quoting, Greater Flexibility, More Capabilities
A more flexible quoting solution without the complexity of a PSA-first platform.
QuoteWerks helps MSPs create quotes faster, maintain greater control over pricing and margins, and connect quoting with the systems they already use.
Whether you’re quoting hardware, software, services, or recurring agreements, QuoteWerks provides time-saving shortcuts, flexible pricing controls, and powerful customization to make everyday quoting easier.
Unlike a quoting solution built primarily around one PSA ecosystem, QuoteWerks integrates with ConnectWise PSA as well as other PSA, CRM, accounting, distributor, and business applications.
And when your MSP needs additional capabilities, QuoteWerks supports product configurations, approvals, purchasing, procurement, and connected quote-to-order workflows without requiring you to change quoting platforms.
QuoteWerks works for straightforward quoting today and gives you the control, flexibility, and operational depth to support what comes next.
FASTER QUOTING. GREATER FLEXIBILITY.
Why Users Look to Replace ConnectWise CPQ
Keep ConnectWise PSA while gaining faster quoting, greater flexibility, and more control over your sales process.
MSPs evaluating alternatives to ConnectWise CPQ often want a quoting solution that is easier to work with, provides greater control over pricing and margins, and integrates with the systems they already use.
QuoteWerks works alongside ConnectWise PSA, helping MSPs create quotes faster, reduce repetitive work, and connect quoting with purchasing, procurement, and service delivery.
You don’t have to replace ConnectWise PSA to choose a different quoting solution.
Less Clicking, More Control
Why Choose QuoteWerks?
QuoteWerks is built for speed, flexibility, and scalability—without locking you into a single ecosystem.
QuoteWerks helps MSPs create quotes faster, maintain control over pricing and margins, and connect quoting with the systems they already use.
Whether you’re quoting hardware, software, services, or recurring agreements, QuoteWerks provides time-saving features that make everyday quoting easier.
With QuoteWerks, MSPs can:
Create Quotes Faster: Use Paste Special, keyboard shortcuts, reusable templates, and quick quote revisions to reduce repetitive work.
Control Pricing and Margins: Easily adjust prices, margins, discounts, and individual line items.
Quote Products and Services: Build professional quotes for hardware, software, services, recurring agreements, bundles, and configured solutions.
Connect Business Systems: Integrate with ConnectWise PSA and other CRM, PSA, accounting, and distributor platforms.
Automate Pricing: Access real-time distributor pricing and availability to reduce manual updates.
Track Customer Engagement: Use QuoteValet to see when customers view and interact with quotes.
Support Purchasing and Procurement: Connect quoting with vendor purchasing, ordering, and fulfillment workflows.
QuoteWerks combines everyday quoting efficiency with the flexibility and capabilities MSPs need to manage their entire quote-to-order process.
Built Around Your Business
QuoteWerks Gives You More Room to Run the Business Your Way
Your quoting software should adapt to your MSP, not force your MSP to adapt to it.
Every MSPs has its own way of selling hardware, software, services, and recurring agreements. QuoteWerks gives your team the flexibility to create straightforward quotes quickly, customize pricing and proposals, and work with the systems you already use.
With product bundles and configurator tools, optional and substitute items, flexible quote revisions, approval workflows, purchase orders, and broad CRM and PSA integrations, QuoteWerks supports the way your MSP sells, purchases, and delivers solutions.
Whether you’re improving everyday quoting efficiency or managing more detailed sales requirements, QuoteWerks provides the flexibility and capabilities to work the way your business needs, without forcing you into a particular vendor’s ecosystem.
Built-In, Not Held Back
Flexibility vs Ecosystem Lock-In
Control Without PSA Dependency
QuoteWerks integrates deeply with ConnectWise PSA while also supporting other PSA, CRM, accounting, distributor, and business applications. MSPs can choose the systems that work best for them without having to change their quoting platform.
Ease of Use Without Sacrificing Capabilities
QuoteWerks combines fast everyday quoting with time-saving shortcuts, flexible pricing controls, and powerful CPQ functionality. From straightforward quotes to detailed proposals, MSPs can work efficiently without unnecessary complexity.
Customization Without Unnecessary Overhead
QuoteWerks gives MSPs control over quote templates, products, pricing, margins, and workflows. Teams can start with a straightforward quoting process and take advantage of configurations, approvals, and additional capabilities when needed.
Built for the Way Your MSP Operates
Whether you’re using ConnectWise PSA, Autotask, HaloPSA, or other business applications, QuoteWerks connects quoting with the systems you rely on for sales, purchasing, procurement, and service delivery.
QuoteWerks includes these types of capabilities as part of the platform from the start, which gives your team a more complete quoting system without needing to work around plan limitations.
More Than a Proposal Tool
Connect Quoting to the Rest of Your MSP Business
From everyday quotes to purchasing and service delivery, QuoteWerks helps keep your sales and operational workflows connected.
For MSPs, quoting is more than creating a proposal. It often involves hardware, software, services, recurring agreements, vendor pricing, purchasing, and coordination between sales and service delivery.
QuoteWerks helps simplify these activities by connecting quoting with the systems your team already uses.
With QuoteWerks, MSPs can:
Create accurate quotes faster with less manual work
Maintain consistent pricing and protect margins
Connect quotes with customer and opportunity information in ConnectWise PSA or other CRM and PSA systems
Streamline approvals, purchasing, and procurement
Reduce duplicate data entry across business systems
Improve coordination between sales, purchasing, and service delivery
Whether you’re quoting a single product or a complete technology solution, QuoteWerks helps your team work more efficiently from quote creation through purchasing and fulfillment.
You’re not just sending quotes. You’re connecting quoting to the operational work that follows.
Scale More Cleanly
Grow Without Quote Limits, Tier Barriers, or Support Constraints
QuoteWerks gives MSPs the freedom to create unlimited quotes, provide access across their teams, and manage licensing costs more efficiently.
Whether your MSP creates a handful of quotes or hundreds each month, QuoteWerks provides the flexibility to work efficiently without quote volume limits.
With concurrent-user licensing, team members across sales, leadership, finance, purchasing, and operations can access QuoteWerks without requiring a dedicated license for every occasional user.
QuoteWerks also includes phone and email support, helping your team get assistance when needed.
Together, these advantages provide greater flexibility, more efficient licensing, and dependable support for everyday quoting and the business processes that depend on it.
Why Businesses Move
Why MSPs Choose QuoteWerks Over ConnectWise CPQ
Faster everyday quoting, greater flexibility, and more capabilities without being tied to a single PSA ecosystem.
MSPs consider QuoteWerks for several reasons. Some want to create quotes faster, simplify pricing adjustments, and reduce repetitive work. Others want greater control over their quoting process, deeper integrations, or additional capabilities for purchasing and procurement.
Common reasons MSPs choose QuoteWerks include:
Faster Quote Creation: Save time with Paste Special, keyboard shortcuts, reusable templates, and efficient quote revisions.
Greater Pricing Control: Easily adjust prices, margins, discounts, and individual line items.
Flexible Quoting: Quote hardware, software, services, recurring agreements, bundles, and configured solutions.
Integration Freedom: Continue using ConnectWise PSA while connecting QuoteWerks with other CRM, PSA, accounting, and distributor systems.
Approval Workflows: Maintain pricing consistency and protect margins with peer review and approvals.
Purchasing and Procurement: Connect accepted quotes to vendor purchasing, ordering, and fulfillment.
Flexible Licensing: Benefit from unlimited quotes and concurrent-user licensing.
Whether you’re looking to improve everyday quoting efficiency or take advantage of additional capabilities, QuoteWerks gives your MSP the freedom to work with the systems and processes that fit your business.
You don’t have to outgrow your quoting software before choosing a better quoting process.
See the Difference
ConnectWise CPQ vs. QuoteWerks: Compare Speed, Flexibility, and Capabilities
See how QuoteWerks helps MSPs quote faster, maintain greater control, and connect their sales and operational workflows.
QuoteWerks makes everyday quoting faster and easier while giving MSPs the flexibility to quote hardware, software, services, recurring agreements, and detailed solutions.
With time-saving shortcuts, flexible pricing and margin controls, reusable templates, and deep integrations, QuoteWerks helps sales teams work efficiently without unnecessary steps.
Beyond quote creation, QuoteWerks supports approvals, purchasing, procurement, and connected workflows across PSA, CRM, accounting, and distributor systems.
Whether you’re using ConnectWise PSA or another platform, QuoteWerks gives you the flexibility to choose the tools that work best for your business.
| Category | ConnectWise CPQ | QuoteWerks |
|---|---|---|
|
Best fit |
MSP quoting and sales workflows, particularly within the ConnectWise ecosystem |
MSPs seeking faster everyday quoting, flexible workflows, broader capabilities, and the freedom to choose their business systems without vendor lock-in. |
|
Core capability packaging |
Advanced features tied to ecosystem |
Full quoting and CPQ capabilities included across plans |
|
Quote volume |
Tiered based on usage |
Unlimited quotes |
|
Users |
Licensed per user |
Unlimited named users with concurrent licensing (only pay for what you need!) |
|
Integration Breadth & Depth |
ConnectWise-focused integrations with other supported systems |
supported systems 115+ native integrations with deep workflow support across CRM, PSA, accounting, distributors, purchasing, procurement, shipping, and payments |
|
Support |
Ticket-based system |
Phone, Ticket, and email support |
|
Long-term fit |
Focused on MSP quoting and connected sales workflows |
Everyday quoting efficiency with flexibility for additional requirements as MSPs grow |
|
Customizations |
Quote and proposal customization capabilities |
Flexible templates, pricing controls, product configurations, and workflows |
|
Ease of use & Productivity |
Web-based quote creation and editing |
Efficient quote creation and revisions with direct editing, Paste Special, keyboard shortcuts, and flexible pricing controls |
Disclaimer
This comparison reflects the ConnectWise current published plan structure and support language and QuoteWerks’ current published pricing, included capabilities, support model, and integration breadth.
Parties other than Aspire Technologies, Inc. (QuoteWerks) may provide products, services, recommendations, or views on QuoteWerks’ site (“Third Party Materials”). Aspire Technologies, Inc. is not responsible for examining or evaluating such Third Party Materials and does not provide any warranties relating to the Third Party Materials. Links to such Third Party Materials are provided for your convenience and do not constitute an endorsement of such Third Party Materials. QuoteWerks is a registered trademark of Aspire Technologies, Inc. Third Party Materials may not be associated with Aspire Technologies, Inc. in any way, and their trademarks are used here for comparative purposes only.
Frequently Asked Questions
Common Questions When Comparing QuoteWerks and ConnectWise CPQ
Compare QuoteWerks and ConnectWise CPQ on everyday MSP quoting efficiency, pricing flexibility, integrations, licensing, support, and connected sales workflows.
No. QuoteWerks makes everyday quoting faster and easier while providing the flexibility to handle more detailed requirements when needed.
MSPs benefit from time-saving shortcuts, reusable templates, flexible pricing and margin controls, and integrations with the PSA, CRM, accounting, and distributor systems they already use.
Whether you’re creating a straightforward hardware quote or a detailed proposal involving products, services, recurring agreements, approvals, and purchasing, QuoteWerks helps your team work more efficiently.
QuoteWerks combines fast, everyday quoting with greater flexibility, powerful pricing controls, and broad integration capabilities without tying MSPs to a single PSA ecosystem.
With time-saving shortcuts, flexible quote editing, and direct control over pricing and margins, QuoteWerks helps MSPs create and revise quotes efficiently.
QuoteWerks also integrates deeply with ConnectWise PSA while supporting other PSA, CRM, accounting, distributor, and business applications. Additional capabilities include approvals, purchasing, procurement, and connected quote-to-order workflows.
To reduce complexity, improve usability, and gain more flexibility outside the ConnectWise ecosystem.
Yes. QuoteWerks is a full quoting and CPQ platform for MSPs and technology businesses.
It supports product and service quoting, recurring revenue, optional and bundled items, approvals, purchasing, procurement, integrations, and customer-facing quote delivery.
Many MSPs use QuoteWerks as a more flexible alternative that works with a wider range of tools.
QuoteWerks integrates with a wide range of CRM, accounting, distributor, and business tools.
QuoteWerks works across multiple PSA platforms, not just one.
It integrates with ConnectWise, Autotask, HaloPSA, and Kaseya BMS, among others. The platform is designed to support quoting as part of a broader workflow that connects into PSA systems for execution, service delivery, and billing.
The key advantage is that quoting, approvals, purchasing, and handoff can all be part of a connected process, regardless of which PSA you use.
QuoteWerks includes purchasing and procurement as part of the quoting workflow.
This allows your team to move from quote to purchase order, track vendor costs, manage procurement, and support fulfillment without needing to rely on separate systems or manual steps.
For MSPs where quotes directly impact purchasing and delivery, this creates a more complete and efficient workflow.
Yes. QuoteWerks includes approval workflows that can support pricing control, margin review, and internal approval processes.
Approvals can be tied to quote conditions such as discounts or pricing thresholds, helping ensure that quotes are reviewed appropriately before being sent.
These capabilities help MSPs maintain pricing consistency, protect profit margins, and streamline approvals, whether they’re creating straightforward quotes or detailed proposals.
Yes, QuoteWerks integrates with ConnectWise and many other platforms.
QuoteWerks includes phone and email support, which can be important for businesses that rely heavily on their quoting system.
If quoting is a critical part of your business operations, access to real-time support can be a meaningful difference.
You don’t have to outgrow ConnectWise CPQ to benefit from QuoteWerks. MSPs may consider switching when they want faster everyday quoting, greater pricing flexibility, deeper integrations, or more control over their sales and purchasing workflows.
Common reasons to evaluate QuoteWerks include:
Quote creation and revisions take more time than necessary
Your team wants faster access to pricing and margin adjustments
You need more flexibility with product bundles, configurations, or recurring services
You want deeper integrations with ConnectWise PSA or the freedom to use other business systems
Approvals, purchasing, and procurement are important to your workflow
You want unlimited quotes and flexible concurrent-user licensing
Whether you’re looking to improve everyday quoting efficiency or gain additional capabilities, QuoteWerks gives your MSP the flexibility to work the way your business needs.
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