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QuoteWerks vs Quoter Comparison (2026)
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Good recommendations?
QuoteWerks
5
133
4
47
3
8
2
3
1
1
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Quoter
5
41
4
10
3
0
2
3
1
0
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Overview
QuoteWerks CPQ automates the sales process creating Quotes and Proposals integrating with CRM and Accounting Solutions. Know when quotes are viewed & e-Signed
Quoter is a modern, cloud-based quoting platform that helps technology service providers sell more and get paid faster. Created by the original developers that built IT Glue, Quoter is lightning fast, friendly to use, and designed to get more people quoting.
- 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
Pricing
User reviews
4.6
192
5
4
3
2
1
133
47
8
3
1
- Value for money
- Ease of use
- Features
- Customer support
4.6
54
5
4
3
2
1
41
10
0
3
0
- Value for money
- Ease of use
- Features
- Customer support
Pros
Zoe H.
Business Analyst
Zoe H.
Business Analyst
Moses N.
CEO
Pros
Hanah S.
Office Administrator
Cassandra B.
Window Covering Specialist
Jennifer S.
Senior Sales
Cons
Tracey L.
Partner
Tracey L.
Partner
Anthony A.
Software Engineer
Cons
Jonathan S.
Finance Manager
Oliver S.
Operations Manager
Mark J.
Senior Technology Consultant
- Vendor responds to reviews
- Last review7 months ago
- Vendor responds to reviews
- Last review9 months ago
Key features
- Total features103
- AI Copilot
- AI Text Generation
- API
- Access Controls/Permissions
- Accounting Integration
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Approval Process Control
- Approval Workflow
- Assembly and Approval Workflows
- Audit Trail
- Automated Quoting
- Automatic Formatting
- Billing & Invoicing
- Bills of Material
- CPQ Integration
- CRM
- CRM Integration
- Calendar Management
- Catalog Management
- Channel Partner Support
- Client Portal
- Collaboration Tools
- Collaborative Creation
- Commerical Rules
- Configurable Workflow
- Configuration Ease of Admin
- Configuration Management
- Configuration Rules
- Contact Database
- Contact Management
- Content Library
- Contract/License Management
- Contracts
- Customer History
- Customizability: Variables and Fields
- Customizable Branding
- Customizable Fields
- Customizable Reports
- Customizable Templates
- Data Import/Export
- Data Synchronization
- Data Visualization
- Digital Signature
- Discount Management
- Discounting
- Document Automation
- Document Builder Interface
- Document Management
- Document Review
- Document Storage
- Document Templates
- Drag & Drop
- Dynamic Pricing
- Dynamic Quoting
- ERP integration
- Electronic Payments
- Electronic Signature
- Email Management
- Email Templates
- Email Tracking
- Engagement Tracking
- Estimating
- For Internal Use
- Forecasting
- Generative AI
- Grouping
- Guided Selling
- Internationalization
- Knowledge Base Management
- Lead Management
- Mobile User Support
- Multi-Currency
- Online Document Creation
- Opportunity Management
- Order Management
- Ordering
- PDF Creation
- Personalized Sale Recommendations
- Pipeline Management
- Pipeline Reports
- Price Configuration
- Price and Cost Calculations
- Price/Margin Management
- Pricing Administration
- Pricing Flexibility
- Pricing Management
- Pricing and Cost Calculations
- Product Catalog
- Product Configurator
- Proposal Effectiveness Reporting
- Proposal Generation
- Quotes/Estimates
- RFP Management
- Real-Time Data
- Reminders
- Renewal Management
- Renewals
- Reporting & Statistics
- Reporting and Dashboards
- Rich Media
- Role-Based Permissions
- Rule-based Configuration
- Rules Engine
- Sales Activity Management
- Sales Automation
- Sales Forecasting
- Sales Order Management
- Sales Pipeline Management
- Sales Reports
- Sales Trend Analysis
- Scalability
- Search/Filter
- Segmentation
- Self Service Portal
- Tagging
- 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
- AI Copilot
- AI Text Generation
- API
- Access Controls/Permissions
- Accounting Integration
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Approval Process Control
- Approval Workflow
- Assembly and Approval Workflows
- Audit Trail
- Automated Quoting
- Automatic Formatting
- Billing & Invoicing
- Bills of Material
- CPQ Integration
- CRM
- CRM Integration
- Calendar Management
- Catalog Management
- Channel Partner Support
- Client Portal
- Collaboration Tools
- Collaborative Creation
- Commerical Rules
- Configurable Workflow
- Configuration Ease of Admin
- Configuration Management
- Configuration Rules
- Contact Database
- Contact Management
- Content Library
- Contract/License Management
- Contracts
- Customer History
- Customizability: Variables and Fields
- Customizable Branding
- Customizable Fields
- Customizable Reports
- Customizable Templates
- Data Import/Export
- Data Synchronization
- Data Visualization
- Digital Signature
- Discount Management
- Discounting
- Document Automation
- Document Builder Interface
- Document Management
- Document Review
- Document Storage
- Document Templates
- Drag & Drop
- Dynamic Pricing
- Dynamic Quoting
- ERP integration
- Electronic Payments
- Electronic Signature
- Email Management
- Email Templates
- Email Tracking
- Engagement Tracking
- Estimating
- For Internal Use
- Forecasting
- Generative AI
- Grouping
- Guided Selling
- Internationalization
- Knowledge Base Management
- Lead Management
- Mobile User Support
- Multi-Currency
- Online Document Creation
- Opportunity Management
- Order Management
- Ordering
- PDF Creation
- Personalized Sale Recommendations
- Pipeline Management
- Pipeline Reports
- Price Configuration
- Price and Cost Calculations
- Price/Margin Management
- Pricing Administration
- Pricing Flexibility
- Pricing Management
- Pricing and Cost Calculations
- Product Catalog
- Product Configurator
- Proposal Effectiveness Reporting
- Proposal Generation
- Quotes/Estimates
- RFP Management
- Real-Time Data
- Reminders
- Renewal Management
- Renewals
- Reporting & Statistics
- Reporting and Dashboards
- Rich Media
- Role-Based Permissions
- Rule-based Configuration
- Rules Engine
- Sales Activity Management
- Sales Automation
- Sales Forecasting
- Sales Order Management
- Sales Pipeline Management
- Sales Reports
- Sales Trend Analysis
- Scalability
- Search/Filter
- Segmentation
- Self Service Portal
- Tagging
- 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
- Act!
- Agile CRM
- Amazon API Gateway
- Amazon EC2
- Autotask PSA
- Avalara
- CloudRadial
- Clover
- ConnectWise PSA
- Datagate
- FedEx Ship Manager
- FreshBooks
- Google Contacts
- HaloPSA
- HubSpot CRM
- Kaseya BMS
- Keap
- Maximizer CRM
- Microsoft Azure
- Microsoft Excel
- Microsoft Outlook
- Microsoft Word
- NMI Payments
- OnePageCRM
- Pipedrive
- QuickBooks Online
- QuickBooks Online Advanced
- Sage 50 Accounting
- Salesforce Sales Cloud
- Stripe Billing
- Stripe Payments
- Syncro
- Xero
- Zapier
- Zoho CRM
- authorize.net
- Total integrations20
- Act!
- Agile CRM
- Amazon API Gateway
- Amazon EC2
- Autotask PSA
- Avalara
- CloudRadial
- Clover
- ConnectWise PSA
- Datagate
- FedEx Ship Manager
- FreshBooks
- Google Contacts
- HaloPSA
- HubSpot CRM
- Kaseya BMS
- Keap
- Maximizer CRM
- Microsoft Azure
- Microsoft Excel
- Microsoft Outlook
- Microsoft Word
- NMI Payments
- OnePageCRM
- Pipedrive
- QuickBooks Online
- QuickBooks Online Advanced
- Sage 50 Accounting
- Salesforce Sales Cloud
- Stripe Billing
- Stripe Payments
- Syncro
- Xero
- Zapier
- Zoho CRM
- authorize.net
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