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QuoteWerks Logo

Quoting & Proposal CPQ Solution Integrating w/ Your Systems

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QuoteWerks - 2026 Pricing, Features, Reviews & Alternatives

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All user reviews are verified by in-house moderators and provider data by our software research team.  Learn more

Last updated: September 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

Proposal and Quote Management

Quote Management

Sales Quotes and Proposals

Database Management

QuoteWerks’s user interface

Ease of use rating:

QuoteWerks reviews

Overall rating

4.6

/5

192

Positive reviews

87

%

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend0.87/10
Rating distribution

5

4

3

2

1

133

47

8

3

1

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

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“The interface is outdated and the database management is cumbersome.”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

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
AI copilot
AI text generation
Alerts/Notifications
API
Approval process control
Approval workflow
Assembly and approval workflows
Audit trail
Automated quoting
Automatic formatting
Billing & invoicing
Bills of material
Calendar management
Catalog management
Channel partner support
Client portal
Collaboration tools
Collaborative creation
Commerical rules
Configuration ease of admin
Configuration rules
Contact management
Content library
Contract/License management
Contracts
CPQ integration
CRM
CRM integration
Customer history
Customizability: variables and fields
Customizable branding
Customizable fields
Customizable reports
Customizable templates
Data import/export
Data visualization
Discounting
Discount management
Document automation
Document builder interface
Document management
Document review
Document storage
Document templates
Drag & drop
Dynamic pricing
Dynamic quoting
eCommerce
Electronic payments
Electronic signature
Email management
Engagement tracking
ERP integration
Estimating
Forecasting
Generative ai
Grouping
Guided selling
Internationalization
Knowledge base management
Mobile user support
Multi-Currency
Online document creation
Ordering
Order management
PDF creation
Personalized sale recommendations
Price and cost calculations
Price configuration
Price/Margin management
Pricing administration
Pricing and cost calculations
Pricing flexibility
Pricing management
Product catalog
Product configurator
Proposal effectiveness reporting
Proposal generation
Quotes/Estimates
Real-Time data
Reminders
Renewal management
Renewals
Reporting and dashboards
Reporting & statistics
RFP management
Rich media
Rules engine
Sales automation
Scalability
Self service portal
Task management
Template management
Templates
Terms and conditions
Third-Party integrations
User, role, and access management
Version control
Visual configuration
Workflow management

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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 (25)

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)

Bringing in costing (materials, facility, and labor) for financials works great. No good ways to synch customer ordering, especially with a mix of wholesale and DTC channels.

DC

Dick C.

Saucemaster, Founder

Integration rating: 3.7 (3)

Everything downstream of the scope lives in ConnectWise for us. Opportunities, tickets, agreements, time. If the scope doesn't land there cleanly, someone is retyping hours into a quote at 6pm and getting one of them wrong. Pushing straight from Scop

So hard to get clients to remember a time or staff for that matter

Verified reviewer profile picture

Ariel D.

Lead Solution Architect

1/2
Gmail logo
Gmail

Integration rating: 5.0 (2)

How we communicate with clients

CS

Crismerly S.

Events Manager

Integration rating: 4.5 (2)

Integration rating: 4.5 (2)

It lets me quickly assign tasks or link contact info to reminders without having to look up details manually.

Verified reviewer profile picture

Theresa W.

Managing Partner and Co-owner

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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