--- title: "QuoteWorkx Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about QuoteWorkx Software - reviews, pricing plans, popular comparisons to other CPQ products and more." source_url: "https://www.capterra.com/p/10042276/QuoteWorkx/" page_type: "product" language: "en" --- # QuoteWorkx Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 16, 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? [CPQ](https://www.capterra.com/cpq-software/)[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 Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for QuoteWorkx?[Manage this product listing](https://www.g2.com/products/quoteworkx/claim_requests/new?auto=true) ## QuoteWorkx Overview Updated September 2026 AI summary QuoteWorkx provides small businesses with tools for generating quotes and proposals, managing pricing, and handling electronic signatures. Covering the quoting category, it features estimating, template management, reminders, and cost calculations, along with options for approval process control, customizable fields, client portals, and price or margin management. Deployment is available via web, cloud, Android, and iPhone. ## FAQs about QuoteWorkx Overview ### What company size and specific industries is QuoteWorkx built for? QuoteWorkx is designed for freelancers, tradespeople, and small service businesses worldwide, including plumbers, electricians, builders, roofers, designers, photographers, consultants, copywriters, and developers. It fits professionals in hands-on trade services and independent knowledge work that need quoting and proposal tools. Features and Usability ### What are the key features of QuoteWorkx? QuoteWorkx offers estimating and quotes/estimates tools, plus proposal generation and template management for creating sales documents. It also includes pricing management, price/margin management, and pricing and cost calculations for financial control, along with approval process control, electronic signature, client portal access, customizable fields, and reminders. Pricing ### How much does it cost and what fees or limitations are included? QuoteWorkx starts at £4 per month with the Starter Plan for small trade businesses or side hustles, and it includes a free trial. The Solo Pro Plan costs £9 per month, while the Business Plan is £25 per month. Starter includes 2 quotes monthly; Business includes unlimited quotes and staff accounts. Getting Started and Support ### What training and onboarding options does QuoteWorkx offer? QuoteWorkx provides documentation for training and onboarding. This written material can support self-paced reference, outline product features, and offer step-by-step guidance for users getting started with the software. 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. These channels give users direct assistance and self-service help for common questions, but no reviewer feedback is available here to describe response times, helpfulness, or common support frustrations. ## Features AI summary Based on 1,847 CPQ reviews Capterra data shows that buyers of quoting software rank the following features as their top priorities: - **Quotes/Estimates** (**70%** of reviewers rated this feature as critical) - **Billing & Invoicing** (**73%**) - **Pricing and Cost Calculations** (**66%**) QuoteWorkx supports **Quotes/Estimates** and **Pricing and Cost Calculations**, helping teams create accurate proposals and calculate costs with more consistency. However, it does not include **Billing & Invoicing**. Instead, it offers **Pricing Management** (**57%**), which can help businesses maintain pricing control and improve quote accuracy, allowing teams to respond faster and make more informed sales decisions. 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 ### All Features - 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. - Pricing and Cost Calculations: Calculate rule-based prices for a product/service - Pricing Management: Tool used to determine accurate pricing and product eligibility for borrowers - Proposal Generation: Create proposals based on costs of labor and materials - Quotes/Estimates: Generate quotes or estimates for customers - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Template Management: Create, save, and re-purpose templates for emails, forms, etc. --- Get Advice We can help you find the software with the features you need. ## Pricing Free Trial [View pricing plan details](https://www.capterra.com/p/10042276/QuoteWorkx/pricing/) 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) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## 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 ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.