# QuoteWerks Software Pricing, Alternatives & More 2026 | Capterra

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

Source: https://www.capterra.com/p/135691/QuoteWerks

---

# 

 QuoteWerks Software Review 2026: Features, Integrations, Pros & Cons

Last updated on April 8, 2026

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

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[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[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/)

Top alternative

Featured

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...

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 QuoteWerks?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.quotewerks.com&name=QuoteWerks)

## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### QuoteWerks

4.6 (192)

VS.

[4.6 (1,427)](https://www.capterra.com/p/127994/Jobber/reviews/)

Starting Price

$50

Per User, Per Month

Starting Price

$39

Flat Rate, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

4.5 (192)

Ease Of Use

4.6 (1,387)

Value For Money

4.6 (167)

Value For Money

4.4 (1,191)

Customer Service

4.6 (182)

Customer Service

4.6 (1,340)

## QuoteWerks alternatives

[4.4 (3,282)](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

[4.4 (298)](https://www.capterra.com/p/133332/Proposify/reviews/)

Starting price

$19.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

88%

of reviewers

rated it above 4 stars

Highest Rated

[AutoQuotes](https://www.capterra.com/p/181256/AutoQuotes/)

[4.7 (88)](https://www.capterra.com/p/181256/AutoQuotes/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

98%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/181256/AutoQuotes/)

[FieldPulse](https://www.capterra.com/p/153475/FieldPulse/)

[4.6 (424)](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

[Learn More](https://www.capterra.com/p/153475/FieldPulse/)

[View all alternatives](https://www.capterra.com/p/135691/QuoteWerks/alternatives/)

## 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

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

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

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.

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

Electronic Signature

4.6 (23)

56.52% of 23 reviewers that rated this feature as important or highly important

Digitally sign online documents

Real-Time Data

4.9 (21)

95.24% of 21 reviewers that rated this feature as important or highly important

Receive data and information in real time

Price/Margin Management

5.0 (20)

80.00% of 20 reviewers that rated this feature as important or highly important

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

QuoteWerks 60 features

Define levels of authorization for access to specific files or systems

Integrate with a third-party accounting system

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Application programming interface that allows for integration with other systems/databases

Manage the process of evaluating documents or requests submitted for approval

Route documents and other data through one or more stakeholders for review and approval

A record of all activities within the system, including user access, changes made, etc.

Generate rule-based quotes for clients automatically

Automatically formats data in a predetermined way

Create, manage, and send invoices or bills to customers

Material list of manufacturing parts and associated costs

Create and manage digital catalog of products/services with their details, specifications, and price

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

Provides a channel for team members to share media files, communicate, and work together

Manage, organize, and store contact information

Centralized repository to store content and assets

Track, store, and access client contracts or licenses

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Access previous interactions or concerns to maintain customer relationships

Add customized logos and colors to align with company branding

Customize data fields to support various needs and use cases

Alter the layout and content of reports

Pre-designed layouts that can be customized to match preferences and requirements

Import and export data to and from software applications

Track products that are for sale at a reduced price or part of coupon promotions

Automated or logic-based workflows that assist in the creation of electronic documents

Store, manage, and track all electronic documents in a centralized location

Review and analyze existing information across documents

Store and organize documents in a centralized system

Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file

Assemble applications and processes by dragging over and arranging pre-built components

Electronically collect payments for goods or services

Digitally sign online documents

Manage, store and organize emails within the system or via third-party apps

Estimate expected cost based on various factors before a project begins

Form predictions based on past and present data/trends

A process designed for sellers to guide them through the entire selling process

Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support

Manage and handle various international currencies

Manage and track customer orders for goods, investments, or any other purchases

Calculate rule-based prices for a product/service

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

Customize the specifications of a finished product to meet the particular needs of a customer

Create proposals based on costs of labor and materials

Generate quotes or estimates for customers

Receive data and information in real time

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

Manage and track the renewal process for various services, subscriptions, contracts, or licenses

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Manage and process incoming documents detailing requests for proposals

Automate processes to manage leads, contacts, opportunities and sales activities

Online portal through which end users can access the system, manage tasks, or obtain information

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

Sample files or documents that could be customized as needed or used as is

Set up connections to third-party platforms to improve business processes

Track revisions and updates made to files and navigate between different versions

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

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.

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

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.

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

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.

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

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.

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

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.

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

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.

[View all Reviews](https://www.capterra.com/p/135691/QuoteWerks/reviews/)

Popular comparisons

[Jobber vs QuoteWerks](https://www.capterra.com/compare/127994-135691/Jobber-vs-QuoteWerks)[FieldPulse vs QuoteWerks](https://www.capterra.com/compare/135691-153475/QuoteWerks-vs-FieldPulse)[Quotient vs QuoteWerks](https://www.capterra.com/compare/131897-135691/Quotient-vs-QuoteWerks)[Xero vs QuoteWerks](https://www.capterra.com/compare/120109-135691/Xero-vs-QuoteWerks)[PandaDoc vs QuoteWerks](https://www.capterra.com/compare/131735-135691/PandaDoc-vs-QuoteWerks)[Better Proposals vs QuoteWerks](https://www.capterra.com/compare/135691-153794/QuoteWerks-vs-Better-Proposals)

[Fieldd vs QuoteWerks](https://www.capterra.com/compare/135691-203654/QuoteWerks-vs-Fieldd)[Proposify vs QuoteWerks](https://www.capterra.com/compare/133332-135691/Proposify-vs-QuoteWerks)[Scoro vs QuoteWerks](https://www.capterra.com/compare/135691-142042/QuoteWerks-vs-Scoro)[Ignition vs QuoteWerks](https://www.capterra.com/compare/135691-140861/QuoteWerks-vs-Practice-Ignition)[Qwilr vs QuoteWerks](https://www.capterra.com/compare/135691-143254/QuoteWerks-vs-Qwilr) 

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Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology.

[Learn more](https://www.capterra.com/resources/proprietary-data-research/)

How Capterra verifies reviews

Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI.

[Learn more](https://www.capterra.com/resources/how-we-verify-reviews/)

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