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QuoteWerks vs Merkato Comparison (2026)

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Good recommendations?

QuoteWerks logo

QuoteWerks

Merkato logo

Merkato

Overview

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

Merkato is a sales configurator suite designed to help businesses automate processes related to quote generation, e-commerce management, & upselling. Users can create documents including parts lists, order confirmations, payment terms, or delivery instructions, based on financial calculations.

  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials
  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials

Video & Screenshots

No videos yet

Pricing

Starting from

50

/user

Per month

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

Starting from

750

Per month

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

User reviews

4.6

192

5

4

3

2

1

133

47

8

3

1

  • Value for money
  • Ease of use
  • Features
  • Customer support
87%
would recommend this app

4.1

15

5

4

3

2

1

2

13

0

0

0

  • Value for money
  • Ease of use
  • Features
  • Customer support
73%
would recommend this app

Pros

“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.”
ZH

Zoe H.

Business Analyst

“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.”
ZH

Zoe H.

Business Analyst

“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.”
MN

Moses N.

CEO

Pros

Not enoughreviews yet

Cons

“The interface is outdated and the database management is cumbersome.”
TL

Tracey L.

Partner

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

Tracey L.

Partner

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

Anthony A.

Software Engineer

Cons

Not enoughreviews yet

  • Vendor responds to reviews
  • Last review7 months ago
  • Vendor responds to reviews
  • Last review2 months ago

Key features

  • Total features103
  • 2D Drawing
  • 3D Digital Asset Management
  • 3D Imaging
  • AI Copilot
  • AI Text Generation
  • API
  • Access Controls/Permissions
  • Accounting Integration
  • Activity Dashboard
  • Alerts/Notifications
  • Approval Process Control
  • Approval Workflow
  • Assembly and Approval Workflows
  • Audit Trail
  • Automated Quoting
  • Automatic Formatting
  • Billing & Invoicing
  • Bills of Material
  • Business Process Control
  • CPQ Integration
  • CRM
  • CRM Integration
  • Calendar Management
  • Catalog Management
  • Channel Partner Support
  • Client Portal
  • Collaboration Tools
  • Collaborative Creation
  • Commercial/Industrial
  • Commerical Rules
  • Configuration Ease of Admin
  • Configuration Rules
  • Contact Management
  • Content Library
  • Contract/License Management
  • Contracts
  • Correlation Analysis
  • Cost Database
  • Customer History
  • Customizability: Variables and Fields
  • Customizable Branding
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • Data Import/Export
  • Data Visualization
  • Discount Management
  • Discounting
  • Document Automation
  • Document Builder Interface
  • Document Management
  • Document Review
  • Document Storage
  • Document Templates
  • Drag & Drop
  • Dynamic Modeling
  • Dynamic Pricing
  • Dynamic Quoting
  • ERP integration
  • Electronic Payments
  • Electronic Signature
  • Email Management
  • Engagement Tracking
  • Estimating
  • Exception Reporting
  • For Customer Use
  • For Internal Use
  • Forecasting
  • Generative AI
  • Graphical Data Presentation
  • Grouping
  • Guided Selling
  • Internationalization
  • Inventory Management
  • Knowledge Base Management
  • Labor Rates
  • Mobile User Support
  • Modeling & Simulation
  • Multi-Currency
  • Multi-Language
  • Online Document Creation
  • Opportunity Management
  • Order Entry
  • Order Management
  • Order Processing
  • Ordering
  • PDF Creation
  • Performance Metrics
  • Personalized Sale Recommendations
  • Price Configuration
  • Price and Cost Calculations
  • Price/Margin Management
  • Pricing Administration
  • Pricing Flexibility
  • Pricing Management
  • Pricing and Cost Calculations
  • Product Catalog
  • Product Configurator
  • Product Data Management
  • Proposal Effectiveness Reporting
  • Proposal Generation
  • Quotes/Estimates
  • RFP Management
  • Real Time Order Entry
  • Real-Time Data
  • Real-time Product Visualizations
  • Reminders
  • Remote Order Entry
  • Renewal Management
  • Renewals
  • Reporting & Statistics
  • Reporting and Dashboards
  • Rich Media
  • Rule-based Configuration
  • Rules Engine
  • Sales Automation
  • Sales Order Management
  • Sales Tax Management
  • Sales Trend Analysis
  • Scalability
  • Self Service Portal
  • Shipping Management
  • Special Order Management
  • Statistical Analysis
  • Task Management
  • Template Management
  • Templates
  • Terms and Conditions
  • Third-Party Integrations
  • User, Role, and Access Management
  • Version Control
  • Visual Configuration
  • Workflow Management
  • eCommerce
  • eCommerce Management
  • Total features81
  • 2D Drawing
  • 3D Digital Asset Management
  • 3D Imaging
  • AI Copilot
  • AI Text Generation
  • API
  • Access Controls/Permissions
  • Accounting Integration
  • Activity Dashboard
  • Alerts/Notifications
  • Approval Process Control
  • Approval Workflow
  • Assembly and Approval Workflows
  • Audit Trail
  • Automated Quoting
  • Automatic Formatting
  • Billing & Invoicing
  • Bills of Material
  • Business Process Control
  • CPQ Integration
  • CRM
  • CRM Integration
  • Calendar Management
  • Catalog Management
  • Channel Partner Support
  • Client Portal
  • Collaboration Tools
  • Collaborative Creation
  • Commercial/Industrial
  • Commerical Rules
  • Configuration Ease of Admin
  • Configuration Rules
  • Contact Management
  • Content Library
  • Contract/License Management
  • Contracts
  • Correlation Analysis
  • Cost Database
  • Customer History
  • Customizability: Variables and Fields
  • Customizable Branding
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • Data Import/Export
  • Data Visualization
  • Discount Management
  • Discounting
  • Document Automation
  • Document Builder Interface
  • Document Management
  • Document Review
  • Document Storage
  • Document Templates
  • Drag & Drop
  • Dynamic Modeling
  • Dynamic Pricing
  • Dynamic Quoting
  • ERP integration
  • Electronic Payments
  • Electronic Signature
  • Email Management
  • Engagement Tracking
  • Estimating
  • Exception Reporting
  • For Customer Use
  • For Internal Use
  • Forecasting
  • Generative AI
  • Graphical Data Presentation
  • Grouping
  • Guided Selling
  • Internationalization
  • Inventory Management
  • Knowledge Base Management
  • Labor Rates
  • Mobile User Support
  • Modeling & Simulation
  • Multi-Currency
  • Multi-Language
  • Online Document Creation
  • Opportunity Management
  • Order Entry
  • Order Management
  • Order Processing
  • Ordering
  • PDF Creation
  • Performance Metrics
  • Personalized Sale Recommendations
  • Price Configuration
  • Price and Cost Calculations
  • Price/Margin Management
  • Pricing Administration
  • Pricing Flexibility
  • Pricing Management
  • Pricing and Cost Calculations
  • Product Catalog
  • Product Configurator
  • Product Data Management
  • Proposal Effectiveness Reporting
  • Proposal Generation
  • Quotes/Estimates
  • RFP Management
  • Real Time Order Entry
  • Real-Time Data
  • Real-time Product Visualizations
  • Reminders
  • Remote Order Entry
  • Renewal Management
  • Renewals
  • Reporting & Statistics
  • Reporting and Dashboards
  • Rich Media
  • Rule-based Configuration
  • Rules Engine
  • Sales Automation
  • Sales Order Management
  • Sales Tax Management
  • Sales Trend Analysis
  • Scalability
  • Self Service Portal
  • Shipping Management
  • Special Order Management
  • Statistical Analysis
  • Task Management
  • Template Management
  • Templates
  • Terms and Conditions
  • Third-Party Integrations
  • User, Role, and Access Management
  • Version Control
  • Visual Configuration
  • Workflow Management
  • eCommerce
  • eCommerce Management

Integrations

  • Total integrations24
  • AFAS Software
  • Act!
  • Amazon EC2
  • Autotask PSA
  • Bemet ERP, create_new_product
  • Clover
  • ConnectWise PSA
  • Dynamics 365
  • Epicor Catalog for Automotive
  • Epicor Eclipse
  • FedEx Ship Manager
  • Google Contacts
  • HaloPSA
  • HubSpot CRM
  • IFS Cloud ERP
  • Infor CloudSuite Industrial (SyteLine)
  • Infor CloudSuites (LN)
  • JD Edwards EnterpriseOne
  • Jeeves
  • Kaseya BMS
  • Maximizer CRM
  • Microsoft Azure
  • Microsoft Excel
  • Microsoft Outlook
  • Microsoft Word
  • NMI Payments
  • NetSuite
  • Odoo
  • PerfectView
  • Pipedrive
  • QuickBooks Online
  • QuickBooks Online Advanced
  • Ridder iQ
  • SAP BW/4HANA
  • SAP Business One
  • Sage 50 Accounting
  • Salesforce Platform
  • Salesforce Sales Cloud
  • Stripe Billing
  • Stripe Payments
  • SuperOffice CRM
  • Zoho CRM
  • authorize.net
  • Total integrations23
  • AFAS Software
  • Act!
  • Amazon EC2
  • Autotask PSA
  • Bemet ERP, create_new_product
  • Clover
  • ConnectWise PSA
  • Dynamics 365
  • Epicor Catalog for Automotive
  • Epicor Eclipse
  • FedEx Ship Manager
  • Google Contacts
  • HaloPSA
  • HubSpot CRM
  • IFS Cloud ERP
  • Infor CloudSuite Industrial (SyteLine)
  • Infor CloudSuites (LN)
  • JD Edwards EnterpriseOne
  • Jeeves
  • Kaseya BMS
  • Maximizer CRM
  • Microsoft Azure
  • Microsoft Excel
  • Microsoft Outlook
  • Microsoft Word
  • NMI Payments
  • NetSuite
  • Odoo
  • PerfectView
  • Pipedrive
  • QuickBooks Online
  • QuickBooks Online Advanced
  • Ridder iQ
  • SAP BW/4HANA
  • SAP Business One
  • Sage 50 Accounting
  • Salesforce Platform
  • Salesforce Sales Cloud
  • Stripe Billing
  • Stripe Payments
  • SuperOffice CRM
  • Zoho CRM
  • authorize.net

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