--- title: "QuoteWerks Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about QuoteWerks Software - reviews, pricing plans, popular comparisons to other Proposal Management products and more." source_url: "https://www.capterra.com/p/135691/QuoteWerks/" page_type: "product" language: "en" --- # QuoteWerks Software Review 2026: Features, Integrations, Pros & Cons Last updated on August 26, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Users](#users)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) QuoteWerks ## What is QuoteWerks? QuoteWerks is an affordable turn-key quoting and proposal solution with over 88,000 Users in 101 countries. What sets QuoteWerks apart is its 55+ integrations with CRM (such as ACT!, Autotask, ConnectWise, salesforce, MS Dynamics CRM, HaloPSA, HubSpot, Zoho, Outlook and more), Accounting (QuickBooks and Sage 50), Distributors (Ingram Micro, TD Synnex, and more), FedEx/UPS, Leasing, Sales Tax, Dell, Cisco, HP, CDW, and more. ## What is QuoteWerks used for? [Proposal Management](https://www.capterra.com/proposal-management-software/)[Quoting](https://www.capterra.com/quoting-software/)[CPQ](https://www.capterra.com/cpq-software/) Recognitions Shortlist Overall rating Based on 192 user reviews Reviews sentiment Positive 94% Neutral 4% Negative 2% Starting price $50 Per User, Per Month Free trial available Capterra Shortlist charts the highest-rated and most popular products... - Quoting / 2025 Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Rating Breakdown 4.6 +− Features4.6 Value for Money4.6 Ease of Use4.5 Customer Service4.6 Rating Breakdown 4.6 Features4.6 Value for Money4.6 Ease of Use4.5 Customer Service4.6 ## QuoteWerks Reviewers Verdict Updated August 2026 AI summary - QuoteWerks is a strong fit for sales teams, account managers, and small to midsize businesses needing efficient quote and proposal management. - Reviewers are positive about its secure access controls, smooth integrations with CRMs and accounting tools, and automation of the sales process. - It delivers day-to-day value by speeding up quoting, reducing manual entry, and supporting quick electronic signatures for faster deal closure. - Buyers should weigh a few practical considerations: some users cite higher subscription costs, lack of free trial, and occasional bugs or interface challenges. - It is best for teams prioritizing integrated, automated quoting workflows, but those needing lower pricing or a modern UI may want to compare alternatives. ## QuoteWerks alternatives Highest Rated [4.8 (136)](https://www.capterra.com/p/131897/Quotient/reviews/) Starting price $28.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [4.6 (1,478)](https://www.capterra.com/p/127994/Jobber/reviews/) Starting price $39.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [4.6 (492)](https://www.capterra.com/p/153475/FieldPulse/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [4.4 (3,323)](https://www.capterra.com/p/120109/Xero/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 88% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/135691/QuoteWerks/alternatives/) ## FAQs about QuoteWerks Overview ### What problems does QuoteWerks solve? QuoteWerks solves slow, error-prone quoting by automating product pricing, margins, templates, approvals, and quote-to-invoice workflows. It reduces duplicate data entry across CRM, accounting, and distributor systems while improving quote tracking, e-signatures, and order visibility. Sales reps, account managers, MSPs, and operations teams benefit most. Answer based on 117 reviews Overview ### Which roles and teams benefit most from QuoteWerks? QuoteWerks is most used by sales teams, account managers, and sales engineers who need to build accurate quotes, proposals, and pricing quickly. Operations and finance staff support purchasing and order workflows, while IT administrators and business owners use it to manage integrations, standardize processes, and improve sales visibility. Answer based on 190 reviews Overview ### What company size and industries is QuoteWerks built for? QuoteWerks is built for small businesses first, with 60% of reviewers from that segment, and it is most common in Information Technology and Services at 20%. It also serves midsize businesses at 25% and enterprises at 15%, with additional use in Marketing and Advertising and Hospitality, often for proposal management. Answer based on 192 reviews Features and Usability ### What are the key features of QuoteWerks? QuoteWerks includes core CPQ features like quote management, sales quotes and proposals, and automated quoting with customizable templates. Reviewers also highlight pricing tools such as price and margin management, plus differentiators like CRM and accounting integrations, electronic signatures through QuoteValet, and quote tracking with customer-view notifications. Answer based on 84 reviews Pricing ### How much does it cost and what fees or limitations are included? QuoteWerks starts at $50/user/month for the Essential plan, with Balanced at 78 and Pinnacle at 102; a free version and free trial are available. Reviewers often call it affordable and flexible, especially for configurator, integrations, and QuoteValet, though some say subscriptions and add-ons can feel expensive for smaller teams. Answer based on 65 reviews Integrations ### Which third-party tools and platforms does QuoteWerks integrate with? QuoteWerks integrates with Act!, QuickBooks Online, Microsoft Outlook, and Sage for CRM and accounting workflows. Its catalog also lists connections to HubSpot CRM, Gmail, Microsoft Excel, and ConnectWise PSA. Overall, QuoteWerks supports over 20 integrations across CRM, email, finance, and PSA tools. Answer based on 34 reviews Getting Started and Support ### How easy is it to onboard and train a team on QuoteWerks? QuoteWerks offers in-person training, live online sessions, webinars, documentation, and videos. Sales reps and new hires often learn basic quoting quickly, especially with templates and a simple dashboard. Admins and teams handling setup, templates, reports, or remote access usually need more time because the interface and menus can feel dated. Answer based on 19 reviews Getting Started and Support ### What customer support options does QuoteWerks offer, and how do users rate the experience? QuoteWerks offers email/help desk, FAQ/forum, knowledge base, phone support, and chat. Users often describe support as friendly, knowledgeable, and quick to resolve issues, especially during setup and technical troubleshooting. Some report slower-than-expected response times, occasional difficulty connecting, and a need for stronger support documentation. Answer based on 54 reviews Quote management ### How well does QuoteWerks handle quote management? QuoteWerks speeds up quote creation and helps teams produce consistent, professional sales documents with less manual work. Many sales and service teams value its pricing, configuration, product catalog access, and CRM links, though some users find the interface dated, remote access limited, and certain complex proposal or tax scenarios harder to manage. Answer based on 84 reviews ## Who uses QuoteWerks? Based on Capterra reviews from the past 4 years Talk to a software expert to get a free software list tailored to your business needs ## Features AI summary Based on 1,453 Proposal Management reviews Capterra reviewers point to these as the top features buyers look for in proposal management software: - **Proposal Generation** (**60%** of reviewers rated this feature as critical) - **Quotes/Estimates** (**62%**) - **Customizable Templates** (**49%**) QuoteWerks supports all three of the features reviewers rank highest: **Proposal Generation**, **Quotes/Estimates**, and **Customizable Templates**. Together, these capabilities help businesses create polished proposals faster, produce accurate pricing for customers, and tailor documents to different sales scenarios, allowing teams to improve consistency, respond more quickly, and move deals forward with greater confidence. Proposal Generation 4.8 (17) 100.00% of 17 reviewers that rated this feature as important or highly important Create proposals based on costs of labor and materials Quotes/Estimates 4.9 (32) 71.88% of 32 reviewers that rated this feature as important or highly important Generate quotes or estimates for customers Customizable Templates 5.0 (16) 81.25% of 16 reviewers that rated this feature as important or highly important Pre-designed layouts that can be customized to match preferences and requirements Electronic Signature 4.6 (23) 56.52% of 23 reviewers that rated this feature as important or highly important Digitally sign online documents Document Management 4.8 (23) 65.22% of 23 reviewers that rated this feature as important or highly important Store, manage, and track all electronic documents in a centralized location Audit Trail 4.9 (24) 79.17% of 24 reviewers that rated this feature as important or highly important A record of all activities within the system, including user access, changes made, etc. QuoteWerks 61 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Accounting Integration: Integrate with a third-party accounting system - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Approval Process Control: Manage the process of evaluating documents or requests submitted for approval - Approval Workflow: Route documents and other data through one or more stakeholders for review and approval - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Automated Quoting: Generate rule-based quotes for clients automatically - Automatic Formatting: Automatically formats data in a predetermined way - Billing & Invoicing: Create, manage, and send invoices or bills to customers - Bills of Material: Material list of manufacturing parts and associated costs - Catalog Management: Create and manage digital catalog of products/services with their details, specifications, and price - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Contact Management: Manage, organize, and store contact information - Content Library: Centralized repository to store content and assets - Contract/License Management: Track, store, and access client contracts or licenses - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customer History: Access previous interactions or concerns to maintain customer relationships - Customizable Branding: Add customized logos and colors to align with company branding - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Data Import/Export: Import and export data to and from software applications - Discount Management: Track products that are for sale at a reduced price or part of coupon promotions - Document Automation: Automated or logic-based workflows that assist in the creation of electronic documents - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Review: Review and analyze existing information across documents - Document Storage: Store and organize documents in a centralized system - Document Templates: Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Electronic Payments: Electronically collect payments for goods or services - Electronic Signature: Digitally sign online documents - Email Management: Manage, store and organize emails within the system or via third-party apps - Estimating: Estimate expected cost based on various factors before a project begins - Forecasting: Form predictions based on past and present data/trends - Guided Selling: A process designed for sellers to guide them through the entire selling process - Knowledge Base Management: Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support - Multi-Currency: Manage and handle various international currencies - Order Management: Manage and track customer orders for goods, investments, or any other purchases - Price and Cost Calculations: Calculate rule-based prices for a product/service - 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 - Product Catalog: Present a catalog of inventory that customers can view - Product Configurator: Customize the specifications of a finished product to meet the particular needs of a customer - Proposal Generation: Create proposals based on costs of labor and materials - Quotes/Estimates: Generate quotes or estimates for customers - Real-Time Data: Receive data and information in real time - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Renewal Management: Manage and track the renewal process for various services, subscriptions, contracts, or licenses - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - RFP Management: Manage and process incoming documents detailing requests for proposals - Sales Automation: Automate processes to manage leads, contacts, opportunities and sales activities - Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information - Template Management: Create, save, and re-purpose templates for emails, forms, etc. - Templates: Sample files or documents that could be customized as needed or used as is - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Version Control: Track revisions and updates made to files and navigate between different versions - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.6 (175) 4.6 Based on 175 reviews ## Pricing Value for money 4.6 (167) Free Trial Free Version [View pricing plan details](https://www.capterra.com/p/135691/QuoteWerks/pricing/) Essential - For Teams & Startups $50.00 Per User,Per Month It includes: - Advanced CRM Integrations - MS SQL Backend Capable - Purchase Orders and Procurement - Scripting - PSA Integrations - Product Database Synchronization Balanced - For Scaling Businesses $78.00 Per User,Per Month It includes: - Advanced CRM Integrations - Purchase Orders and Procurement - MS SQL Backend Capable - PSA Integrations - Scripting - Product Database Synchronization Pinnacle - For Advanced Workflows $102.00 Per User,Per Month It includes: - Advanced CRM Integrations - Purchase Orders and Procurement - MS SQL Backend Capable - Scripting - PSA Integrations - Product Database Synchronization Value for money 4.6 (167) 4.6 Based on 167 reviews ## Integrations [ Microsoft Excel](https://www.capterra.com/p/176574/Excel/)[ Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[ Gmail](https://www.capterra.com/p/202338/Gmail/)[ QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/)[ Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[ HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)[ Stripe](https://www.capterra.com/p/123889/Stripe/)[ Microsoft Word](https://www.capterra.com/p/227146/Microsoft-Word/) 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 Customer Service 4.6 (182) 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 Customer Service 4.6 (182) 4.6 Based on 182 reviews ## User reviews Overall rating 4.6 Based on 192 reviews Filter by rating 5(133) 4(47) 3(8) 2(3) 1(1) Mentioned topic Sorted by most recent ZH Zoe H. Business Analyst Electrical/Electronic Manufacturing ### "A very professional platform with useful tools." 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 10/10 April 7, 2026 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. Pros 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. Its integrations have also been helpful for integrating data without having to enter it manually, and the electronic signature simplifies processes by giving me control and visibility over each sales step. Their support team has been very friendly and efficient in responding to help tickets in minimal time, providing detailed and well-explained information. Cons However, designing or editing a PDF to my liking takes longer than I expected because the template editor isn't as user-friendly as in other tools, and its learning curve can be long and overwhelming. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. David H. Account Manager Information Technology and Services ### "QuoteWerks- Simple tool to create quotes" 3.0 Overall Rating 3.0 3.0 Ease of Use 3.0 3.0 Features 3.0 3.0 Customer Service 2.0 2.0 Likelihood to Recommend 5/10 May 14, 2025 Overall, this is a basic tool that has served us well for a number of years. There are features available in other tools that I feel are more relevant for today's business. Pros Easy to create quoting templates for each of the sales people in our organization. Cons Other tools that we have reviewed provide link based quotes that can be changed in real time instead of having to resend updated quotes. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. NS Nadine S. Sales Business Supplies and Equipment ### "QuoteWerks - Five Star" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 February 26, 2025 Overall I would give QuoteWerks a five star rating, as the experience of using this program for over 15 years has been easy to work with in regards to sales proposals and purchase orders. Pros The simplicity of using QuoteWerks is most what I liked about it, you can do search look ups in seconds. Cons Nothing not to like least, as it was very simple to understand. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. MN Moses N. CEO Marketing and Advertising ### "Robust Tool to build Quotes with Very Simple Templates." 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 January 26, 2025 Overall our revenues and productivity has greatly improved since we implemented Quotewerks 8 months ago.Quotewerks is fun and a tool worth having any day. Pros 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. Cons I just wish the subscription was cheaper,apart from that everything else is okay. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. TL Tracey L. Partner Information Technology and Services ### "MANY better products on the market in 2024. Product was great 10+ yrs ago, but they've failed to innovate." 1.0 Overall Rating 1.0 1.0 Ease of Use 1.0 1.0 Features 1.0 1.0 Customer Service 0.0 0.0 Likelihood to Recommend 0/10 December 27, 2024 This product was great when we first started using it circa 2012. Today, there are MANY more products that integrate seamlessly with our PSA system, it visually appealling to customers, and easier to manage. I do not recommend this platform. Pros I do not really like anything about this product. Cons The interface is outdated and the database management is cumbersome. It is not user-friendly, it is extremely difficult to train our sales reps and they hate the product. I do not recommend. The only reason why we have not migrated away from this platform is because we've been stuck with it for so long, and the migration away from it would cause us to lose valuable historical data. Additionally, we cannot afford the downtime it would take to migrate away from. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor January 7, 2025 Thank you for your feedback. We understand your concerns about QuoteWerks Desktop. We've developed QuoteWerks Web to address these issues. Simplified DB Management: We handle all database management. Seamless Integrations: Integrates with PSA systems. Modern Interface: User-friendly and easy to learn. We understand migration concerns. QuoteWerks Web seamlessly integrates with Desktop, allowing for a smooth transition and data preservation. You can even use both simultaneously. Explore QuoteWerks Web! We believe it will significantly enhance your sales processes. https://www.quotewerks.com/quotewerksweb.asp We'd be happy to schedule a personalized demonstration. TM Tonie M. Media and Events Consulting Hospitality ### "QuoteWerks: Most Robust CPQ Program of this Era" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 November 27, 2024 Pros QuoteWerks allows me to save time by automating quoting, pricing and configuration of products and services in real-time. Cons I rarely come across challenges when using QuoteWerks. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. VE Victoria E. Legal Associate Law Practice ### "Generating quotes and proposals with ease" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 10/10 November 26, 2024 Pros I like how it creates quotes and proposals in just a few minutes. Very pocket friendly to it’s users. Cons So far i have no problems while using it. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. JA Janada A. Director Hospitality ### "Why I Prefer QW for CPQ" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 November 13, 2024 Pros QuoteWerks automates the entire process of quoting, pricing and configuring products and services which saves time and improve productivity. Cons QuoteWerks suits all my needs without posing errors and I use it on a daily basis. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. LW Lucy W. Chief Executive Officer Utilities ### "Robustious CPQ Program of this Era: QuoteWerks" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 November 12, 2024 Creating proposals and sales quotes is automated by QW which saves time and improve productivity. Pros QuoteWerks streamlines quoting processes through workflow automation which reduce human errors and saves time leading to high ROI. Cons I am a daily user of QuoteWerks for nearly two years and I have never landed into drawbacks. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. CW Charity W. Branch Manager Mechanical or Industrial Engineering ### "CPQ Program that I Highly Trust: QuoteWerks" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 November 11, 2024 Pros QuoteWerks is versatile for all sorts of businesses. I like how it saves time by automating proposals and sales quotes creation. Cons To leverage the power of CRM, it demands to be integrated with external services. The process of integrating is much simple anyways, so basically it’s like QW is flawless to me. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. [View all Reviews](https://www.capterra.com/p/135691/QuoteWerks/reviews/) ## 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. 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