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QuoteWerks

4.6
(177)

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Quoting & Proposal CPQ Solution Integrating w/ Your Systems

(9)

QuoteWerks Pricing, Features, Reviews and Alternatives

QuoteWerks FAQs

Q. What type of pricing plans does QuoteWerks offer?

QuoteWerks has the following pricing plans:
Starting from: $15.00/month
Pricing model: Subscription
Free Trial: Available

These products have better value for money


Q. Who are the typical users of QuoteWerks?

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


Q. What languages does QuoteWerks support?

QuoteWerks supports the following languages:
English


Q. Does QuoteWerks offer an API?

Yes, QuoteWerks has an API available for use.


Q. What other apps does QuoteWerks integrate with?

QuoteWerks integrates with the following applications:
Kaseya BMS, authorize.net, Microsoft Outlook, Zoho CRM, Microsoft Azure, FedEx Ship Manager, QuickBooks Online Advanced, Gmail, Act!, Maximizer CRM, Amazon EC2, Sage 50cloud Accounting, Stripe, Salesforce Sales Cloud, SugarCRM, Google Contacts, Stripe Billing, ConnectWise PSA, Quickbooks Online, Autotask PSA, HubSpot CRM, Microsoft Word, Microsoft Excel


Q. What level of support does QuoteWerks offer?

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

QuoteWerks product overview

Price starts from

15

/user

Per month

What is QuoteWerks?

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.

Key benefits of using QuoteWerks

  • QuoteWerks' web features and functionality enable users to access and manage quotes and proposals from anywhere using a web browser.

  • Users can manage documents online with QuoteWerk’s document editing and creation tools, and built-in document templates.

  • A centralized contact database allows users to search for and retrieve contact information.

  • QuoteWerks allows users to deliver quotes by email, and users can also preview, print, or upload quotes to QuoteValet.

  • Users can control access permissions in QuoteWerks, ensuring only authorized users can open and edit quotes and proposals.
  • Typical customers

    Freelancers
    Small businesses
    Mid size businesses
    Large enterprises

    Platforms supported

    Web
    Android
    iPhone/iPad

    Support options

    Phone Support
    FAQs/Forum
    Knowledge Base
    Email/Help Desk
    Chat

    Training options

    In Person
    Documentation
    Webinars
    Videos
    Live Online

    Not sure about QuoteWerks? Compare it with a popular alternative

    Starting from

    15

    /user

    Per month

    Free plan
    Free trial
    Pricing range

    Starting from

    ic-pricetag

    No pricing info

    Free plan
    Free trial
    Pricing range
    Ease of use
    Value for money
    Customer support
    Ease of use
    Value for money
    Customer support
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    QuoteWerks pricing information

    Value for money

    4.6

    /5

    177

    Starting from

    15

    /user

    Per month

    Pricing options

    Free plan
    Subscription
    Free trial
    Pricing range

    Value for money contenders

    QuoteWerks features

    Functionality

    4.6

    /5

    177

    Total features

    60

    3 categories

    Most valued features by users

    Third-Party Integrations
    Activity Dashboard
    Reporting & Statistics
    Contact Management
    API
    Data Import/Export
    Alerts/Notifications
    CRM

    Functionality contenders

    QuoteWerks users reviews

    Overall Rating

    4.6

    /5

    177

    Positive reviews

    Rating breakdown
    • Value for money
    • Ease of use
    • Features
    • Customer support
    • Likelihood to recommend8.69/10
    Rating distribution

    5

    4

    3

    2

    1

    120

    47

    7

    3

    0

    Pros
    The software makes it very easy to copy and paste information as well as edit where appropriate. An easy to understand gauge of cost/sales price and profit% allows for simple cost and profit tracking.
    A great tool for up selling and cross selling to clients. This is a very robust and reliable Quoting package and sits perfectly between Autotask (our CRM package) and Sage (our accounting package).
    While QuoteValet (web-based) appears more modern, the desktop app feels a bit "Windows XP. Overall, fantastic software, extremely affordable, and highly recommended to anyone in the IT industry.
    Cons
    I tried to contact several times but each time I am having problem connecting. It may be my machine problem but I am a little disappointed.
    Knowledge base sometimes can be though to find information and they send out several updates through out the year, this can be a bit of a problem when trying to stay current.
    The item numbers are limited to a certain number of characters which causes the sync to QuickBooks to fail if your part is too long.

    Overall rating contenders

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