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QuoteWerks vs WBudget Comparison (2026)

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Good recommendations?

QuoteWerks logo

QuoteWerks

WBudget logo

WBudget

Overview

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

WBudget is a complete web-based proposal management platform that helps companies to save time and avoid rework. An average WBudget user creates and submits a fully professional proposal in less than 5 minutes and can remotely track its approval and closure.

  • 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

Starting from

50

/user

Per month

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

Starting from

13

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

4.7

59

5

4

3

2

1

46

9

4

0

0

  • Value for money
  • Ease of use
  • Features
  • Customer support
85%
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“The interface is outdated and the database management is cumbersome.”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 review8 months ago

Key features

  • Total features103
  • 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
  • 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 Rules
  • 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 Visualization
  • 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
  • Engagement Tracking
  • Estimating
  • Forecasting
  • Generative AI
  • Grouping
  • Guided Selling
  • Internationalization
  • Knowledge Base Management
  • Mobile User Support
  • Multi-Currency
  • Online Document Creation
  • Order Management
  • Ordering
  • PDF Creation
  • 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
  • Proposal Effectiveness Reporting
  • Proposal Generation
  • Quotes/Estimates
  • RFP Management
  • Real-Time Data
  • Reminders
  • Renewal Management
  • Renewals
  • Reporting & Statistics
  • Reporting and Dashboards
  • Rich Media
  • Rules Engine
  • Sales Automation
  • Scalability
  • Self Service Portal
  • Status Tracking
  • Task Management
  • Template Management
  • Templates
  • Terms and Conditions
  • Third-Party Integrations
  • User, Role, and Access Management
  • Version Control
  • Visual Configuration
  • Workflow Management
  • eCommerce
  • Total features49
  • 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
  • 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 Rules
  • 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 Visualization
  • 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
  • Engagement Tracking
  • Estimating
  • Forecasting
  • Generative AI
  • Grouping
  • Guided Selling
  • Internationalization
  • Knowledge Base Management
  • Mobile User Support
  • Multi-Currency
  • Online Document Creation
  • Order Management
  • Ordering
  • PDF Creation
  • 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
  • Proposal Effectiveness Reporting
  • Proposal Generation
  • Quotes/Estimates
  • RFP Management
  • Real-Time Data
  • Reminders
  • Renewal Management
  • Renewals
  • Reporting & Statistics
  • Reporting and Dashboards
  • Rich Media
  • Rules Engine
  • Sales Automation
  • Scalability
  • Self Service Portal
  • Status Tracking
  • Task Management
  • Template Management
  • Templates
  • Terms and Conditions
  • Third-Party Integrations
  • User, Role, and Access Management
  • Version Control
  • Visual Configuration
  • Workflow Management
  • eCommerce

Integrations

  • Total integrations24
  • Act!
  • Agendor
  • Amazon EC2
  • Autotask PSA
  • Clover
  • ConnectWise PSA
  • ContaAzul
  • FedEx Ship Manager
  • Google Contacts
  • HaloPSA
  • HubSpot CRM
  • Kaseya BMS
  • Maximizer CRM
  • Microsoft Azure
  • Microsoft Excel
  • Microsoft Outlook
  • Microsoft Word
  • NMI Payments
  • Omie
  • Pipedrive
  • Pluga
  • QuickBooks Online
  • QuickBooks Online Advanced
  • RD Station
  • Sage 50 Accounting
  • Salesforce Sales Cloud
  • Stripe Billing
  • Stripe Payments
  • Zapier
  • Zoho CRM
  • authorize.net
  • Total integrations7
  • Act!
  • Agendor
  • Amazon EC2
  • Autotask PSA
  • Clover
  • ConnectWise PSA
  • ContaAzul
  • FedEx Ship Manager
  • Google Contacts
  • HaloPSA
  • HubSpot CRM
  • Kaseya BMS
  • Maximizer CRM
  • Microsoft Azure
  • Microsoft Excel
  • Microsoft Outlook
  • Microsoft Word
  • NMI Payments
  • Omie
  • Pipedrive
  • Pluga
  • QuickBooks Online
  • QuickBooks Online Advanced
  • RD Station
  • Sage 50 Accounting
  • Salesforce Sales Cloud
  • Stripe Billing
  • Stripe Payments
  • Zapier
  • Zoho CRM
  • authorize.net

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