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QuoteWerks Logo

Quoting & Proposal CPQ Solution Integrating w/ Your Systems

Table of Contents

QuoteWerks - 2026 Pricing, Features, Reviews & Alternatives

Verified reviewer profile picture
Verified reviewer profile picture

All user reviews are verified by in-house moderators and provider data by our software research team.  Learn more

Last updated: April 2026

QuoteWerks overview

Based on 192 verified user reviews

What is QuoteWerks?

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%).

What do users say about QuoteWerks pricing?

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.

Starting price

50per user /
per month

Alternatives

with better value for money


Pros & Cons

Quote Management

Proposal and Quote Management

Sales Quotes and Proposals

Database Management

Industry Flexibility

QuoteWerks’s user interface

Ease of use rating:

QuoteWerks pros, cons and reviews insights

To determine these pros and cons insights, we analyzed responses from 

Overall rating

Reviews sentiment

 
 
 
1-2(4)
3-4(55)
5(133)

What do users say about QuoteWerks?

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%).

Select to learn more


Who uses QuoteWerks?

Based on 192 verified user reviews.

Company size

Small Businesses

Midsize Businesses

Enterprises

Top industries

Information Technology and Services
Hospitality
Utilities
Mechanical or Industrial Engineering
Others

Use cases

Quoting
Proposal Management
CPQ

QuoteWerks's key features

Most critical features, based on insights from QuoteWerks users:

Proposal generation
Audit trail
Document management
Approval process control
Workflow management
Electronic signature
Content library

All QuoteWerks features

Features rating:

Access controls/permissions
Accounting integration
Activity dashboard
Alerts/Notifications
API
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
CRM
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

QuoteWerks alternatives

QuoteWerks logo

Starting from

50

/user

Per month

Free trial
Free version
Ease of Use
Features
Value for Money
Customer Support
Jobber logo
visit website

Starting from

39

Per month

Free trial
Free version
Ease of Use
Features
Value for Money
Customer Support

Starting from

Empty state illustration for "No pricing info"

No pricing info

Free trial
Free version
Ease of Use
Features
Value for Money
Customer Support
FieldPulse logo

Starting from

Empty state illustration for "No pricing info"

No pricing info

Free trial
Free version
Ease of Use
Features
Value for Money
Customer Support

QuoteWerks pricing

Pricing plans

Pricing details:

Free plan
Free trial
Subscription

Essential - For Teams & Startups

50

/user

Per month

Features included:

  • Advanced CRM Integrations
  • MS SQL Backend Capable
  • Purchase Orders and Procurement
  • Scripting
  • PSA Integrations
  • Product Database Synchronization

Balanced - For Scaling Businesses

78

/user

Per month

Features included:

  • Advanced CRM Integrations
  • Purchase Orders and Procurement
  • MS SQL Backend Capable
  • PSA Integrations
  • Scripting
  • Product Database Synchronization

Pinnacle - For Advanced Workflows

102

/user

Per month

Features included:

  • Advanced CRM Integrations
  • Purchase Orders and Procurement
  • MS SQL Backend Capable
  • Scripting
  • PSA Integrations
  • Product Database Synchronization

User opinions about QuoteWerks price and value

Value for money rating:

Of 30 reviews that provide robust commentary on QuoteWerks's price and value, mention it in a positive light.

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.

, and

QuoteWerks integrations (26)

Integrations rated by users

We looked at 192 user reviews to identify which products are mentioned as QuoteWerks integrations and how users feel about them.

Act! logo
Act!

Integration rating: 4.5 (5)

Critical because it connects sales and marketing teams with guest and group booking data, making follow-ups and CRM tasks much smoother.

AJ

Aaron J.

IT Manager

Integration rating: 5.0 (5)

quickbooks is where I did all my bookkeeping. was a little clunky to send the balance invoice via honeybook because there was no way to differentiate products and services, which is why i took off one star.

Verified reviewer profile picture

Sarah D.

CEO

Integration rating: 3.7 (3)

Gmail logo
Gmail

Integration rating: 5.0 (2)

Integration rating: 4.5 (2)

We use both platforms to track and align sales.

Setup takes some time but allows easy creation of Leads and Campaign members from form submissions.

MU

Michelle U.

VP of Operations

1/2

Integration rating: 4.5 (2)

QuoteWerks customer support

What do users say about QuoteWerks customer support?

Customer support rating:

We analyzed verified user reviews to identify positive and negative aspects of QuoteWerks customer support.

Widespread user sentiment highlights QuoteWerks support as responsive, friendly, and always ready to assist with any issues.

A significant portion of users praise the team's expertise, noting quick resolutions and knowledgeable guidance during setup and troubleshooting.

Broad user base appreciates being able to speak directly with support staff, finding them helpful, user-friendly, and attentive throughout deployment.

Support options

Phone support
Faqs/forum
Knowledge base
Email/help desk
Chat

Training options

In person
Documentation
Webinars
Videos
Live online

To see what individual users say about QuoteWerks's customer support, check out the review snippets below.

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

VM

Victor M.

Systems Analyst

QuoteWerks FAQs

Q. Who are the typical users of QuoteWerks?

QuoteWerks has the following typical customers:
Small Business, Freelancers, Large Enterprises, Mid-size Business

These products have better value for money


Q. What is QuoteWerks used for?

QuoteWerks is a web-based configure price quote (CPQ) software solution which enables companies of all sizes to create, edit, and view quotes and proposals online. As a web-based solution, QuoteWerks gives users the flexibility to access and manage quotes on the move using the web browser on any desktop, laptop, mobile or tablet device. QuoteWerks facilitates complete document management, allowing users to open, edit and create documents through the web. Document templates aim to help users to create documents more efficiently. Document editing tools allow users to insert new line items as well as set line item properties, attributes, deposit amounts, and shipping amounts. Users can also lock and unlock documents, change the DocType, and move single or multiple lines in the quote. Security restrictions ensure that users can only open and edit quotes, fields, or cells to which they have authorized access. The inbuilt QuoteWerks contact database centralizes contact information, thereby helping users to search for and retrieve contact information easily. Users can also search for contact information stored in ConnectWise, Salesforce, HubSpot, Zoho, and other connected systems, and locate products in native or distributor databases. Supporting quote delivery, QuoteWerks enables users to preview, print and email quotes online. Other web features include label customizations, column heading customizations, and line item coloring, styling and formatting management.


Q. What level of support does QuoteWerks offer?

QuoteWerks offers the following support options:
Phone Support, FAQs/Forum, Knowledge Base, Email/Help Desk, Chat

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