Last Updated
Overview
QuoteWerks provides comprehensive Configure, Price, Quote (CPQ) capabilities to help sales teams create accurate proposals efficiently. While the user interface can be a bit more modernized, its efficient distributor integrations and strategic efficiency make it a compelling choice for simplified quoting.
Overall Rating
Based on 15 users reviews
4.5
Rating Distribution
Positive
87%
Neutral
7%
Negative
7%
Starting Price
USD 50
per seat per month
QuoteWerks Specifications
- Sales Automation
- Reporting and Analytics
- Sales Forecasting
- Email Integration
What Is QuoteWerks?
QuoteWerks is a specialized quoting and proposal solution designed to bridge the gap between contact managers and accounting systems. It enables businesses to simplify their sales cycle by reducing the time spent creating complex quotes. By centralizing product data and automating pricing rules, the software eliminates errors associated with manual spreadsheets.
Its capabilities benefit users by ensuring professional and consistent branding across all proposals while providing the tools to handle complex pricing structures and inventory management for scaling operations.
QuoteWerks Pricing
The pricing of QuoteWerks is tiered based on team sizes and the expected workload. The plans include:
- Essential: $50/month
- Balanced: $78/month
- Pinnacle: $102/month
Disclaimer: The pricing is subject to change.
QuoteWerks Integrations
The software supports integration with multiple systems and platforms, such as:
- ConnectWise PSA
- Salesforce
- QuickBooks
- Autotask PSA
- HubSpot CRM software
- Microsoft Outlook
Who Is QuoteWerks For?
QuoteWerks is ideal for a wide range of industries and sectors, including:
- Healthcare
- Distribution
- Manufacturing
- Supply chain and logistics
- Professional and field services
Is QuoteWerks Right For You?
QuoteWerks is an excellent choice for MSPs and VARs that require deep integration with IT distributors and PSA systems. Its ability to handle complex pricing matrices and real-time supply chain data makes it an asset for product-centric sales teams. QuoteWerks maintains compliance with the European General Data Protection Regulation (GDPR) and adheres to the Children's Online Privacy Protection Act (COPPA).
Still unsure about QuoteWerks software? Connect with our customer support staff at (661) 384-7070 for further guidance.
QuoteWerks Features
Sales Pipeline Transparency
A simple design gives sales reps an easy way to create and track customer interactions until they close. This gives full visibility into the sales cycle so teams can monitor every quote and manage the pipeline with ease.
Electronic Signing And Acceptance
The system gets customer signatures electronically, so there is no need to print or scan PDF documents. This makes the agreement process faster by letting clients approve proposals on any device, which removes delays in the final sale.
Quote View Notifications
Sales teams get alerts the moment a customer opens a proposal, so they know exactly when a document is being reviewed. This removes the guesswork and helps reps have better follow-up talks since they know if the client saw the price.
Approval Workflows
Peer and manager approval steps make sure every document is accurate and consistent before the customer sees it. This review process stops errors and misquotes, which protects the company from mistakes and keeps all work professional.
Standardized Pricing And Layouts
Users can make item lists and templates to keep service offerings the same brand proposals with professional layouts. Keeping product data and designs in one place ensures that all presentations and contracts look the same across the company.
Pros And Cons of QuoteWerks
Pros
Uses existing quotes as brand templates to maintain consistency
Simplifies complex building through pre-configured product bundles
Provides professional branded layouts that enhance company image
Cons
Generating print versions of quotes can take some time
Reporting for port tracking and visibility could be more efficient
QuoteWerks Pricing
EssentialIdeal for businesses that need a powerful tool. | BalancedDesigned for teams ready to supercharge sales ops. | PinnacleFor businesses that need supply chain integration. |
|---|---|---|
USD 50 per seat per month | USD 78 seat per month | USD 102 seat per month |
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Disclaimer: The pricing details were last updated on Oct 12, 2026 from the vendor's website. Please contact us for a tailored pricing list.
QuoteWerks Reviews
Total 15 reviews
4.5
All reviews are from verified customers
Rating Distribution
5
Stars80%
4
Stars7%
3
Stars7%
2
Stars0%
1
Stars7%
Share your experience
Electrical/ Electronic Manufacturing, 51-100 employees
Less than a year
“very responsive support”
Pros
Putting quotes together takes a lot less effort now because I can automate pricing, margins and product configurations, then send everything straight to clients. The integrations have been really useful too since they let me pull in data without re-entering it by hand. The electronic signature feature also organizes the process and gives me better control and visibility at every stage of the sales cycle. On top of that their support team has been consistently friendly and quick with help tickets and the answers they provide are detailed and clearly explained.
Cons
That said customizing or editing a PDF the way I want still takes more time than I expected because the template editor is not as user friendly as some other tools. It also comes with a fairly long learning curve that can feel overwhelming at first.
Rating Distribution
Ease of use
9
Value for money
10
Customer Support
9
Functionality
10
Information Technology and Services, 11-50 employees
Less than a year
“Templates better than sharing quotes”
Pros
Setting up quote templates for each salesperson in our organization has been pretty easy.
Cons
Compared with some of the other tools we evaluated, this one doesn't offer link-based quotes that update in real time, so any changes require sending the quote again.
Rating Distribution
Ease of use
5
Value for money
5
Customer Support
5
Functionality
7
Business Supplies and Equipment, 1-10 employees
More than a year
“easy workflow”
Pros
Using QuoteWerks is very easy and that's what I liked most about it. Searches and lookups can be done in just seconds.
Cons
Honestly, there wasn't anything I disliked especially since it was very simple to understand.
Rating Distribution
Ease of use
10
Value for money
9
Customer Support
10
Functionality
9
Frequently Asked Questions
What types of pricing plans does QuoteWerks offer?
QuoteWerks cost breakdown includes three plans: Essential ($50/month), Balanced ($78/month), and Pinnacle ($102/month). Request a customized QuoteWerks price plan for your business today!
Who are the typical users of QuoteWerks?
QuoteWerks features are designed for businesses in industries and sectors like distribution, manufacturing, healthcare, supply chain, construction, and sales.
Does QuoteWerks offer an API?
Yes, QuoteWerks provides an API.
What other apps does QuoteWerks integrate with?
The platform integrates with various software and services, including HubSpot CRM, QuickBooks, Salesforce, Microsoft Outlook, Autotask PSA, and ConnectWise PSA.
What languages does QuoteWerks support?
The platform currently supports the English language.
What level of support does QuoteWerks offer?
The platform provides support through email, fax, chat, and phone.
Does QuoteWerks have a mobile app?
Information regarding a dedicated mobile app has not been specified by the vendor.