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QuoteWerks Logo

Quoting & Proposal CPQ Solution Integrating w/ Your Systems

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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: July 2026

QuoteWerks overview

Based on 192 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% of reviewers).

What do users say about QuoteWerks pricing?

Some reviewers find QuoteWerks offers affordable and flexible pricing options that suit various company sizes, and users feel the low price point is accessible. However, some users report extra features cost more, and reviewers indicate the lack of a free trial and high subscription costs can be drawbacks.

Starting price

50per user /
per month
view pricing plans
try for free

Pros & Cons

Quote Management

Proposal and Quote Management

Sales Quotes and Proposals

Database Management

Industry Flexibility

QuoteWerks’s user interface

Ease of use rating:

QuoteWerks review summaries overview

Verified reviewer profile picture

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

Overall rating

Reviews sentiment

 
 
 
1-2(4)
3-4(55)
5(133)

What do users say about QuoteWerks?

Reviewers appreciate QuoteWerks for streamlining the creation and management of professional sales quotes and proposals, noting its automation, customizable templates, and integration with CRM and accounting tools. They say it saves significant time, reduces errors, and supports complex quoting needs, while the responsive customer support team is frequently highlighted as helpful and knowledgeable.

Users report that the interface, while functional and customizable, feels outdated and could be more intuitive. They mention occasional bugs, crashes, and higher subscription costs as drawbacks, but feel the overall ease of use, flexible pricing options, and strong integration capabilities make it valuable for their businesses.

Select to learn more


Who uses QuoteWerks?

Based on 192 verified user reviews.

Company size

Small Businesses

Midsize Businesses

Enterprises

Top industries

Information Technology and Services
Hospitality
Utilities
Mechanical or Industrial Engineering
Others

Use cases

Quoting
Proposal Management
CPQ

QuoteWerks's key features

Most critical features, based on insights from QuoteWerks users:

Billing & invoicing
Proposal generation
Pricing management
Document management
Third-Party integrations
Electronic signature
Discount management
Customizable branding
Automated quoting

All QuoteWerks features

Features rating:

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

QuoteWerks alternatives

QuoteWerks logo
visit website

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50

/user

Per month

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Value for Money
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28

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No pricing info

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Jobber logo
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Starting from

39

Per month

Free trial
Free version
Ease of Use
Features
Value for Money
Customer Support

QuoteWerks pricing

Pricing plans

Pricing details:

Free plan
Free trial
Subscription

Essential - For Teams & Startups

50

/user

Per month

Features included:

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

Balanced - For Scaling Businesses

78

/user

Per month

Features included:

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

Pinnacle - For Advanced Workflows

102

/user

Per month

Features included:

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

User opinions about QuoteWerks price and value

Value for money rating:

Of 30 reviews that provide robust commentary on QuoteWerks's price and value, mention it in a positive light.

Some reviewers find QuoteWerks offers affordable and flexible pricing options, including concurrent user and subscription models, which they say suit companies of various sizes. Users think the platform’s low price point and cost-effective features make it accessible for businesses starting with CPQ tools. Some users report that extra functionalities come at additional costs. Reviewers indicate the lack of a free trial is a drawback, and some feel the subscription cost is high or not ideal for small businesses. Some users say certain features, like QuoteValet, are considered expensive.

, and

QuoteWerks integrations (26)

Integrations rated by users

We looked at 192 user reviews to identify which products are mentioned as QuoteWerks integrations and how users feel about them.

Act! logo
Act!

Integration rating: 4.5 (5)

Critical because it connects sales and marketing teams with guest and group booking data, making follow-ups and CRM tasks much smoother.

AJ

Aaron J.

IT Manager

Integration rating: 5.0 (5)

The two-way QuickBooks Online sync means owner P&L, cost-to-serve, and reconciliation stay accurate automatically, and cleaner/vendor invoices flow straight in as bills — no double entry, no separate payment silo.

NR

Nicholas R.

Operator

Integration rating: 3.7 (3)

Easy ticket tracking to assets and contacts

DS

Daniel S.

Security Alignment Engineer

Gmail logo
Gmail

Integration rating: 5.0 (2)

This integration is personally very important for me as daily user of Google Calendar. I totally rely and depend upon it as it automatically pick up the schedule timing from any email like meeting timing or reservations like for hotels or appointment

Verified reviewer profile picture

Prachi D.

Administrative

Integration rating: 4.5 (2)

Integration rating: 4.5 (2)

I just started using it, but I'm confident it will be very useful, especially when using it to update contacts

AM

Ana M.

Director

QuoteWerks customer support

What do users say about QuoteWerks customer support?

Customer support rating:

We analyzed verified user reviews to identify positive and negative aspects of QuoteWerks customer support.

Widespread user sentiment highlights QuoteWerks' customer support as friendly, efficient, and quick to resolve issues.

A number of users appreciate the knowledgeable support team, always ready to assist with technical or setup questions.

Multiple users value the personalized assistance during onboarding and the team's commitment to customer satisfaction.

Support options

Phone support
Faqs/forum
Knowledge base
Email/help desk
Chat

Training options

In person
Documentation
Webinars
Videos
Live online

To see what individual users say about QuoteWerks's customer support, check out the review snippets below.

“Great and very responsive customer support team, their services are topnotch and incredible.”

VM

Victor M.

Systems Analyst

QuoteWerks FAQs

Q. Who are the typical users of QuoteWerks?

QuoteWerks has the following typical customers:
Small Business, Freelancers, Large Enterprises, Mid-size 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 level of support does QuoteWerks offer?

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

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