# QuoteWorkx Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about QuoteWorkx Software - reviews, pricing plans, popular comparisons to other Quoting products and more.

Source: https://www.capterra.com/p/10042276/QuoteWorkx

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# 

 QuoteWorkx Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on May 7, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support)

QuoteWorkx

## What is QuoteWorkx?

QuoteWorkx is a quoting solution that streamlines the proposal and approval process through mobile devices. The platform enables the creation of branded PDF quotes, replacing paper-based or spreadsheet methods. A three-step workflow facilitates the addition of line items, materials, and labor costs through an interface designed for quick data entry. Quotes can be shared through WhatsApp or email, and customers can provide approval with digital signatures. The system consolidates quote creation, delivery, and approval tracking into a single platform. Templates are available for different service categories. The mobile-first design allows quote generation to occur on-site, reducing the time between initial consultation and customer approval.

## What is QuoteWorkx used for?

[Quoting](https://www.capterra.com/quoting-software/)

Overall rating

Based on 0 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

Starting price

£4

Flat Rate, Per Month

Free trial  
available

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## FAQs about QuoteWorkx

Overview

### What company size and specific industries is QuoteWorkx built for?

QuoteWorkx is designed for small businesses, freelancers, and independent tradespeople worldwide, including plumbers, electricians, builders, roofers, designers, photographers, consultants, copywriters, and developers. It fits service-based professionals and trade companies that need a quoting tool for client work across a range of industries.

Features and Usability

### What are the key features of QuoteWorkx?

QuoteWorkx offers estimating and quotes/estimates management, along with proposal generation and template management for sales documents. Core quoting functions include pricing management, price/margin management, and pricing and cost calculations. It also includes approval process control, electronic signature, customizable fields, a client portal, and reminders.

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### More questions?

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Pricing

### How much does it cost and what fees or limitations are included?

QuoteWorkx starts at £4 per month for the Starter Plan, with a free trial available. The Starter Plan includes 2 quotes monthly, basic status tracking, professional PDF quotes, and WhatsApp sharing. Solo Pro costs £9 per month, and Business costs £25 per month with unlimited quotes.

Getting Started and Support

### What training and onboarding options does QuoteWorkx offer?

QuoteWorkx provides documentation for teams that need written reference material during setup and ongoing use. This format supports self-paced learning, letting users review product details, features, and process steps as needed.

Getting Started and Support

### What customer support options does QuoteWorkx offer?

QuoteWorkx provides Email/Help Desk, FAQ/Forum, and a Knowledge Base for customer support. Support content appears centered on self-service and ticket-based help, with no reviewer feedback available to describe response times, helpfulness, or common frustrations.

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Approval Process Control

Manage the process of evaluating documents or requests submitted for approval

Client Portal

Private online space that lets businesses securely share documents and provide information access to clients

Customizable Fields

Customize data fields to support various needs and use cases

Electronic Signature

Digitally sign online documents

Estimating

Estimate expected cost based on various factors before a project begins

Price/Margin Management

Track and manage the profit margin between the cost of a product and its selling price.

QuoteWorkx 12 features

Manage the process of evaluating documents or requests submitted for approval

Private online space that lets businesses securely share documents and provide information access to clients

Customize data fields to support various needs and use cases

Digitally sign online documents

Estimate expected cost based on various factors before a project begins

Track and manage the profit margin between the cost of a product and its selling price.

Calculate rule-based prices for a product/service

Tool used to determine accurate pricing and product eligibility for borrowers

Create proposals based on costs of labor and materials

Generate quotes or estimates for customers

Timed notification for any upcoming task, deadline, appointment, or activity

Create, save, and re-purpose templates for emails, forms, etc.

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## Pricing

Free Trial

Starter Plan

£4.00

Flat Rate,Per Month

It includes:

-   2 quotes per month
-   Professional PDF quotes
-   WhatsApp sharing
-   Basic status tracking

Solo Pro Plan

£9.00

Flat Rate,Per Month

It includes:

-   150 quotes per month
-   Everything in the Starter plan
-   Custom branding (logo)
-   Quote analytics
-   Priority support (via email and chat)

Business Plan

£25.00

Flat Rate,Per Month

It includes:

-   Unlimited quotes
-   Everything in the Solo Pro plan
-   Staff accounts
-   Team management
-   Team analytics
-   Priority support (dedicated manager)

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## Support, customer service and training options

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

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