Top 5 QuoteWerks Alternatives in 2025

Are you still wrangling with clunky quoting tools or praying that your spreadsheets don’t break mid-proposal, it’s definitely time for a glow up.

QuoteWerks has been a go-to quoting software for years, but in 2025, MSPs and IT pros are asking for more speed, more automation, more integration and less headache.

So if you’re thinking, “what else is out there ?”Here is a round up of Top 5 QuoteWerks Alternative in 2025 that actually understands MSPs needs.

1. Zomentum: For those MSPs who want more than just a Quoting Tool

This blog is from Zomentum but hear us out. Unlike other traditional tools. Zomentum is purpose built for MSPs, offering an all in one sales platform that does more than just proposals. Zomentum helps you move from a chaotic quoting sales tool to an AI module tool with 40+ Integrations, and that’s why so many QuoteWerk users are making the switch.

Reason why you will love Zomentum

• All in One Platform: CRM + Quoting + E-Signing + Payments
• Make Proposal without any need of Design skills (100+ templates across various industry)
• Automation for Follow-up, approvals and renewals.
• Accept Payment inside the proposal
• Integrate tools like QuickBooks, Xero, ConnectWise and more

2. ConnectWise: Enterprise Level CPQ Power

Already a ConnectWise user then ConnectWise CPQ may feel like an upgrade. The CPQ system has tons of features that come with its own learning curve.

Pros

• Built in with ConnectWise Manage
• Granular product bundling and discount logic
• Customise quote and margin control

Cons

• Not the most intuitive UI
• Suitable for large MSPs and enterprise setups
• It is very complex and can feel like using a spaceship when you just want to send proposals.

Best for MSPs that are already using ConnectWise suite and are ready to handle complexity.

3. Pandadoc: Client Friendly Proposals

Documentation automation platform that’s surprisingly popular among MSPs who want to send slick, on-brand proposals with embedded images, videos, signatures and option to collect payments.

Pros

• Modern UI and On Trend Professional Templates
• Built-in E-signature and can collect payments
• Real-time client activity tracking

Cons

• Not built for MSP workflows
• Limited quoting and catalog management unless you upgrade
• Generic Integrations

Best for only MSPs who want good looking proposals and don’t need deeper quoting logic and CRM features.

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4. Proposify: Your drag & drop proposal designer

Great if your sales process is visual and brand heavy. Ideal for MSPs who want creative control for their proposal design. It’s less technical than tools like QuoteWerks.

Pros

• Drag & Drop Editor
• Good Content management with reusable templates
• Track viewer engagement

Cons

• Not built for MSP product catalog
• Manual effort needed for recurring services and to create product bundles
• Lacks automation for sales workflows

Best for Agencies or MSPs who want their proposals to look like a pitch deck.

5. Quoter : Your drag & drop proposal designer

Focuses on speeding up quote generations for MSPs and Tech Companies. Lighter alternative to QuoteWerks with strong emphasis on simplicity and sales speed.

Pros

• Fast Quoting experience
• Great for recurring service and product bundles
• Can integrate with PSA and CRM tools

Cons

• less customisation in quote layouts
• Limited branding options
• Not suitable for Larger teams

Best for MSPs who want fast & functional quoter generation.

What should you pick ?

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2025 MSPs want more than JUST A QUOTE

They want automation, polish client friendly portals and smart optimised workflows that helps them to grow and not limit them.

QuoteWerks still might work for some, but if you’re ready for the new age AI automated quoting tool, it's time to explore smarter alternatives.

Curious about Zomentum, we’d love to show you around.

We are not here to replace your tool- we’re here to upgrade your entire sales experience.

Book a personalized demo and see why thousands of MSPs are switching.