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QuoteWerks Logo

Quoting & Proposal CPQ Solution Integrating w/ Your Systems

Table of Contents

QuoteWerks - 2026 Pricing, Features, Reviews & Alternatives

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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: December 2025

QuoteWerks overview

Verified reviewer profile picture

Based on 191 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

15per user /
per month

Alternatives

with better value for money


Pros & Cons

Quote Management

Proposal and Quote Management

Sales Quotes and Proposals

Database Management

QuoteWerks’s user interface

Ease of use rating:

QuoteWerks pros, cons and reviews insights

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

Overall rating

Reviews sentiment

 
 
 
1-2(4)
3-4(55)
5(132)

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 191 verified user reviews.

Company size

Small Businesses

Enterprises

Midsize Businesses

Top industries

Information Technology and Services
Marketing and Advertising
Hospitality
Financial Services
Others

Use cases

Proposal Management
Quoting
CPQ

QuoteWerks's key features

Most critical features, based on insights from QuoteWerks users:

Quotes/Estimates
Audit trail
Real-Time data
Pricing and cost calculations
Customer history
Price/Margin management

All QuoteWerks features

Features rating:

Customizable templates
Data import/export
Customizable fields
Customizable branding
CRM
Document review
Document storage
Email management
Price and cost calculations
Pricing management
Bills of material
Billing & invoicing
Product configurator
Proposal generation
Reminders
Approval process control
Reporting & statistics
RFP management
Activity dashboard
Template management
Document management
Workflow management
Third-Party integrations
Access controls/permissions
Templates
Electronic signature
Contact management
Discount management
Contract/License management
Client portal
Content library
Version control
Accounting integration
Self service portal
Sales automation
Alerts/Notifications
API
Renewal management
Approval workflow
Automated quoting
Automatic formatting
Catalog management
Order management
Multi-Currency
Knowledge base management
Guided selling
Forecasting
Estimating
Collaboration tools
Electronic payments
Drag & drop
Document templates
Document automation
Customizable reports

QuoteWerks awards

QuoteWerks alternatives

QuoteWerks logo

Starting from

15

/user

Per month

Free trial
Free version
Ease of Use
Features
Value for Money
Customer Support
Jobber logo
learn more

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
AutoQuotes logo
learn more

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

Standard

15

/user

Per month

Features included:

  • Built-in Contact Database
  • Bundles and Configurator
  • Create Quotes
  • Invoices
  • Orders
  • Outlook Integration
  • Peer Review and Approval Process
  • Purchase Orders
  • Reporting
  • Unlimited Product Database

Professional

20

/user

Per month

Features included:

  • Link to External Product Databases
  • Opportunities Dashboard
  • Quickbook Desktop Integration
  • Quote Synchronisation
  • Sage 50 US/ Peachtree Integration
  • Standard CRM Integration

Corporate

29

/user

Per month

Features included:

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

User opinions about QuoteWerks price and value

Value for money rating:

Of 30 reviews that provide robust commentary on QuoteWerks's price and value, 56% 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

To see what individual users think of QuoteWerks's cost and value, check out the review excerpts below.

“Quotewerks is amazing. When it comes to pricing they offer different options from concurrent users to purchasing the license and even subscription options thus making it suitable for all sizes of companies.”
AW

Audrey W.

DevOps Engineer

“Quotewerks has a low price point making it ideal for companies to start using a CPQ tool.”
JW

Jeff W.

IT Manager

“The pricing scheme also not too good for a small business as they are on a higher end of pricing, compared to other competitor.”
Verified reviewer profile picture

Kamisah M.

Information Technology Support Specialist

QuoteWerks integrations (30)

Integrations rated by users

We looked at 191 user reviews to identify which products are mentioned as QuoteWerks integrations and how users feel about them.

Integration rating: 3.7 (3)

Our PSA runs our business. I highly recommend you consider using ConnectWise's quoting and sales system (Quosal). QuoteWerks does NOT play well with ConnectWise, and this causes problems for our sales reps.

TL

Tracey L.

Partner

Act! logo
Act!

Integration rating: 5.0 (1)

Integration with Act allowed history to be saved and access all client database

NS

Nadine S.

Sales

Integration rating: 5.0 (3)

Zoho CRM logo
Zoho CRM

Integration rating: 5.0 (1)

QuoteWerks support options

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

QuoteWerks FAQs

Q. Who are the typical users of QuoteWerks?

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


  • 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 level of support does QuoteWerks offer?

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

    Related categories