QuoteWerks
Claim ProfileExplore product information, features, pricing, and buyer feedback.
SoftwareWorld Editorial Review
Why SoftwareWorld Chooses QuoteWerks
"Sales teams that handle frequent quoting will find QuoteWerks genuinely useful for creating and sending professional quotes without spending too much time on the process. It fits well in environments where accuracy and speed matter, especially when dealing with product catalogs or repeat orders. Smaller teams appreciate how it helps reduce manual work across the quoting process. That said, businesses looking for a broader sales management tool may find it limited in scope beyond quoting and proposal creation."
Decision Snapshot
QuoteWerks Evaluation Snapshot
Review the most important product facts, official access information, and SoftwareWorld’s page-level trust standards in one place.
Buyer Contribution
Your QuoteWerks experience can help other buyers
Used QuoteWerks? Share an honest review about usability, features, support, and overall experience. Your feedback can help other buyers evaluate the product with greater confidence.
Reviews are published after SoftwareWorld moderation.
Write a Review
Trust & Transparency
Why Buyers Can Trust This Page
Structured Product Information
Consistent buyer-focused fields make software profiles easier to evaluate.
Clear Sponsored Disclosure
Paid placements are labeled and separated from product facts and reviews.
Editorial Independence
Sponsored participation does not influence SoftwareWorld's editorial assessment.
Data Transparency
Pricing and availability can change, so current details should be confirmed with the vendor.
Product Overview
QuoteWerks Overview
Product description, media, company details, support, training, deployment, customer size, languages, and industries.
Support
Training
Licensing & Deployment
Typical Customers
Why Choose QuoteWerks
Pros
-
Sales quotes generated quickly without complex configuration or training
-
Built-in CRM integrations reduce manual data entry across platforms
-
Product database keeps pricing consistent across every sales rep
-
Approval workflows help managers catch errors before quotes go out
-
Real-time document tracking shows when prospects actually open quotes
-
Handles both product and service line items without workarounds
-
Long-time users rarely report needing to switch away from it
Cons
-
Reporting depth falls short for analytics-driven sales teams
-
Template customization requires more technical effort than expected
-
Pricing tier jumps catch growing teams off guard
-
Desktop-first design feels dated against modern cloud alternatives
Strengths and Limitations
QuoteWerks Pros & Cons
Consider the practical advantages and limitations identified through SoftwareWorld's product assessment.
+
Pros
- Sales quotes generated quickly without complex configuration or training
- Built-in CRM integrations reduce manual data entry across platforms
- Product database keeps pricing consistent across every sales rep
- Approval workflows help managers catch errors before quotes go out
- Real-time document tracking shows when prospects actually open quotes
- Handles both product and service line items without workarounds
- Long-time users rarely report needing to switch away from it
!
Cons
- Reporting depth falls short for analytics-driven sales teams
- Template customization requires more technical effort than expected
- Pricing tier jumps catch growing teams off guard
- Desktop-first design feels dated against modern cloud alternatives
Sponsored Products
Explore Similar Software
Discover sponsored software products relevant to QuoteWerks and its buyer use cases. Review product fit, trial availability, and other profile signals before visiting a vendor website.
Sponsored placements are paid positions and do not influence QuoteWerks profile information, SoftwareWorld’s editorial assessment, or user reviews.
Category-Based Capabilities
QuoteWerks Features
Each category combines the selected software category, its category-specific description, and the features assigned to that category.
CPQ Software 18 selected features Open category ↗ ⌄
Price and Cost Calculations
Order Management
Customizable Branding
Multi-Currency
Approval Workflow
Proposal Generation
Contact Management
Cataloging/Categorization
Renewal Management
Discount Management
Product Configurator
Quotes/Estimates
Price/Margin Management
Bills of Material
Guided Selling
Activity Dashboard
Electronic Signature
Contract/License Management
Proposal Management Software 15 selected features Open category ↗ ⌄
Collaboration Tools
Document Management
Content Library
RFP Management
Contact Management
Proposal Generation
Templates
Version Control
Workflow Management
Audit Trail
Automatic Formatting
Knowledge Base Management
Electronic Signature
Reminders
Approval Process Control
Quoting Software 19 selected features Open category ↗ ⌄
Client Portal
Pricing Management
CRM
Electronic Signature
Contract/License Management
Discount Management
Document Management
Cataloging/Categorization
Reminders
Customizable Branding
Third-Party Integrations
Proposal Generation
Electronic Payments
Contact Management
Activity Dashboard
Billing & Invoicing
Drag & Drop
Automated Quoting
Estimating
Connected Applications
QuoteWerks Integrations
Integration information is displayed only when approved integration products are available on the profile.
Microsoft Outlook
HubSpot CRM
Zendesk Suite
Salesforce Sales Cloud
Mailchimp
QuickBooks Online
Zoho CRM
Zapier
ServiceNow
FreshBooks
Xero
Autotask PSA
Pricing Information
QuoteWerks Pricing
Pricing type, currency, trial availability, payment frequency, destination links, and package-level starting prices.
Essential
$50
Per Month
Balanced
$78
Per Month
Pinnacle
$102
Per Month
Prices shown are profile information and may not include taxes, regional differences, introductory terms, usage limits, or add-ons. Confirm current plans on the vendor website.
Verified User Feedback
Write a QuoteWerks Review ↗
QuoteWerks Reviews
Approved reviews submitted through verified Google or LinkedIn reviewer accounts.
Nadine S.
Sales
Quick and Simple Quoting Made Easy
What I like most about QuoteWerks is how simple it is to use—you can perform search lookups in seconds. There’s really nothing I don’t like; it’s straightforward, easy to understand, and makes creating quotes a breeze.
Reviewed on February, 2025
Moses N.
CEO
Flexible and Convenient Quoting Tool
I really like that it offers a variety of customizable templates and a flexible user interface. Being able to create quotes and proposals on the go is fantastic. The only downside is that the subscription feels a bit pricey, but apart from that, everything else works perfectly.
Reviewed on January, 2025
Alternative Products
View All QuoteWerks Alternatives ↗
Top QuoteWerks Alternatives
Explore leading products commonly evaluated alongside QuoteWerks.
Frequently Asked Questions
QuoteWerks FAQs
Answers generated from approved profile information, selected options, packages, integrations, support, training, deployment, and devices.
QuoteWerks is an advanced proposal management software designed to streamline the quoting and proposal creation process for businesses. This platform provides comprehensive tools for generating accurate quotes, managing pricing, and tracking customer interactions seamlessly. With its user-friendly interface, sales teams can easily create professional proposals, customize templates, and monitor approval statuses in real-time. QuoteWerks features robust reporting capabilities that deliver insights into quote performance, sales trends, and customer preferences, enabling organizations to make informed decisions. The software supports integration with various CRM and accounting systems, ensuring seamless data flow across operations. By leveraging QuoteWerks, businesses can enhance their proposal management practices, improve customer satisfaction, and drive sales growth, making it essential for any organization focused on optimizing its sales processes.
- No, QuoteWerks does not offer a free version.
- Yes, QuoteWerks offers a free trial.
- No, Credit Card details are not required for the QuoteWerks trial.
-
QuoteWerks offers the following pricing plans & packages:
Essential
$50 Per Month
Balanced
$78 Per Month
Pinnacle
$102 Per Month
-
QuoteWerks supports the following payment frequencies:
- Annual Subscription , Monthly Subscription
- No, QuoteWerks does not offer an API.
-
QuoteWerks can be integrated with the following applications:
- Salesforce Sales Cloud , ServiceNow , FreshBooks , QuickBooks Online , Xero , Mailchimp , HubSpot CRM , Zoho CRM , Microsoft Outlook , Zendesk Suite , Autotask PSA , Zapier , ServiceNow , zoho crm , ServiceNow
-
QuoteWerks offers support with the following options:
- Email , Phone , Chat , Knowledge Base , FAQs/Forum
-
QuoteWerks offers training with the following options:
- In-person , Live Online , Webinar , Documentation , Videos
-
QuoteWerks supports the following languages:
- English
-
Following are the typical users of the QuoteWerks:
- Self-Employed , Small-Business , Midsize-Business
-
QuoteWerks supports the following deployment:
- Cloud Hosted , On-Premise
-
QuoteWerks supports the following devices and operating systems:
- Web-Based , Windows
Are you an authorized QuoteWerks representative?
Claim this profile with an official business email to request management access. Public product information and approved reviews remain available before the profile is claimed.
Product Comparisons
QuoteWerks Comparisons
Open published two-product comparison pages for a side-by-side evaluation.
Get Expert Help