QuoteWerks
CPQ software
Proposal software
Quote-to-cash software
Quote management software
Cost estimating software
Quotation system software
- Features
- Ease of use
- Ease of management
- Quality of support
- Affordability
- Market presence
Take the quiz to check if QuoteWerks and its alternatives fit your requirements.
$15 per concurrent user per month
Free Trial
Free version unavailable
Small
Medium
Large
- Information technology and software
- Education and training
- Professional services (engineering, legal, consulting, etc.)
What is QuoteWerks
QuoteWerks is a quoting and proposal automation application used to create sales quotes, proposals, and related documents from product and pricing data. It is commonly used by IT solution providers, VARs, and sales teams that need to assemble multi-vendor quotes, manage pricing, and produce customer-facing documents. The product focuses on quote creation, pricing/discount controls, and integrations with CRM, accounting, and distributor catalogs rather than being a full end-to-end revenue platform.
Broad catalog and vendor support
QuoteWerks supports building quotes from product catalogs and price lists, including workflows common in technology reselling and services quoting. It is designed to handle multi-line, multi-vendor quotes and to reuse standardized items and templates across deals. This emphasis can reduce manual entry compared with general-purpose proposal tools that start from document templates.
Integration-oriented quoting workflow
QuoteWerks is built to connect quoting to upstream and downstream systems such as CRM and accounting/ERP, helping teams move from opportunity to quote to order. These integrations can reduce duplicate data entry and improve consistency of customer, product, and pricing information. For organizations that already run a separate CRM, this approach can be more practical than adopting a single, all-in-one revenue suite.
Configurable pricing and discounting
The product includes controls for pricing, margins, and discounting that support internal approval and consistency across sales reps. It can help standardize how quotes are calculated and presented, which is important for cost estimating and margin protection. This is typically more structured than lightweight proposal editors that focus primarily on document design and e-signature.
Not a full quote-to-cash suite
QuoteWerks centers on quote and proposal generation and relies on integrations for broader quote-to-cash processes such as billing, subscription management, and revenue operations. Organizations seeking a single platform for CPQ, contracting, invoicing, and renewals may need additional systems. This can increase implementation scope and ongoing administration.
Implementation depends on data quality
Effective use requires well-maintained product catalogs, pricing rules, and templates, and those inputs often come from multiple sources. If CRM records, item masters, or distributor price files are inconsistent, quoting accuracy and automation benefits can degrade. Teams may need dedicated ownership for catalog governance and integration monitoring.
UI and document design trade-offs
Compared with proposal-first tools that emphasize interactive web proposals and rich content blocks, QuoteWerks is more focused on structured quoting and operational outputs. Some teams may find that advanced proposal presentation, content collaboration, or brand-heavy layouts require additional effort or complementary tools. This can matter for sales motions where proposal experience is a primary differentiator.
Plan & Pricing
QuoteWerks Web (cloud)
| Plan | Price | Key features & notes |
|---|---|---|
| Starter | $50 per concurrent user/month (monthly) | Unlimited quotes, unlimited named users, bundles & configurator, SSO, CRM & PSA integrations, phone & email support. Some capabilities (e-signature, payment collection, sales tax, distributor content, procurement) are add-ons or included at higher tiers. |
| Business | $78 per concurrent user/month (monthly) | Includes Starter features; online acceptance & e-signature, collect credit card/ACH payments, additional integrations; some distributor/content features may be add-ons. |
| Complete | $102 per concurrent user/month (monthly) | All Business features plus sales tax rates (US), distributor content & pricing, procurement and online ordering included. |
QuoteWerks Desktop (on-prem / desktop editions)
| Plan | Price | Key features & notes |
|---|---|---|
| Standard Edition | $15 per concurrent user/month (billed monthly) | Base desktop package: create quotes/orders/invoices, purchase orders (simple), unlimited product DBs, bundles/configurator, reporting, built-in contact DB and Outlook integration. Concurrent licensing. |
| Professional Edition | $21 per concurrent user/month (billed monthly) | Includes Standard features plus QuickBooks Desktop integration, Sage 50/Peachtree integration, Opportunities Dashboard, external product DB links, quote synchronization, standard CRM links. |
| Corporate Edition | $30 per concurrent user/month (billed monthly) | Includes Professional features plus Microsoft SQL backend support, advanced CRM/PSA integrations (Autotask, ConnectWise, MS Dynamics, etc.), rollout functionality for remote installs. |
Notable add-ons (official site):
- Real-time Module: $15 per user/month (monthly subscription).
- Product Content Subscription (Etilize): $9 per user/month (US); regional pricing differs.
- QuoteValet subscription: $28 per user/month.
- QuoteWerks Web Addon (for Desktop Corporate customers): $10 per user/month.
- Database Hosting (Azure): $10 per user/month.
- QuickBooks Online Integration (site license): $20 per month per site.
- VendorRFQ: $20 per user/month.
- Professional services and training (hourly/session fees listed on site).
Billing notes: monthly and discounted annual (non-refundable) subscriptions available; one-time upfront purchase options also offered for desktop and realtime licenses. All prices shown in USD; licensing is concurrent user-based.
Seller details
QuoteWerks, Inc.
Orlando, FL, USA
1993
Private
https://www.quotewerks.com/
https://x.com/QuoteWerks
https://www.linkedin.com/company/quotewerks/
