--- title: "QuoteWerks Software Reviews, Demo & Pricing - 2026" description: "Review of QuoteWerks Software: system overview, features, price and cost information. Get free demos and compare to similar programs." source_url: "https://www.softwareadvice.com/cpq/quotewerks-profile/" page_type: "product" language: "en" --- [Home](https://www.softwareadvice.com/) / [Quoting Software](https://www.softwareadvice.com/cpq/quoting-comparison/) / QuoteWerks Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. Overview [Reviews](https://www.softwareadvice.com/cpq/quotewerks-profile/reviews/)[Alternatives](https://www.softwareadvice.com/cpq/quotewerks-profile/alternatives/) # QuoteWerks Review From $50-$102/month Free version Free trial 3 plans Wondering if QuoteWerks is right for your organization? Our Quoting Software selection experts can help you in 15 minutes or less. On this page - Overview - User Interface - Popular Alternatives - Pricing and Plans - Features - Integrations - User Reviews - Popular Comparisons ## Overview QuoteWerks 4.6 [(192)](https://www.softwareadvice.com/cpq/quotewerks-profile/reviews/) Pricing Starting at $50.00 per user per month ### About QuoteWerks QuoteWerks is a configure, price, quote (CPQ) solution that can be used in any industry for creating sales quotes and proposals. QuoteWerks integrates with customer management solutions like ACT!, ACT! for Web, Autotask, ConnectWise, GoldMine, Google Contacts, Maximizer, MS Dynamics CRM, Outlook, Zoho, HubSpot, salesforce.com, and SugarCRM. QuoteWerks also has its own built-in contact database. Users can import product information by linking QuoteWerks to product database sources like external databases, Excel spreadsheets or text files, or product information can be typed directly into the quote. QuoteWerks can even quote products that are stored in QuickBooks, Sage 50 or Peachtree. Users can get real-time pricing and warehouse availability from vendors as well as product descriptions, product images and marketing descriptions. Users can also submit orders electronically to vendors and receive order status with shipping tracking numbers, serial numbers and more. Wondering if QuoteWerks is right for your organization? Our Quoting Software selection experts can help you in 15 minutes or less. ## QuoteWerks User Interface ## Popular QuoteWerks Alternatives Main Product QuoteWerks 4.6 [(192)](https://www.softwareadvice.com/cpq/quotewerks-profile/reviews/) Ratings Breakdown - 4.53Ease of use - 4.57Value for money - 4.63Customer support - 4.55Functionality Pricing Starting at $50.00 per month Get Price Alternative Product [Jobber](https://www.softwareadvice.com/field-service/jobber-profile/) 4.6 [(1478)](https://www.softwareadvice.com/field-service/jobber-profile/reviews/) Ratings Breakdown - 4.62Ease of use - 4.40Value for money - 4.59Customer support - 4.35Functionality Pricing Starting at $39.00 per month Get Price Alternative Product [AutoQuotes](https://www.softwareadvice.com/cpq/autoquotes-profile/) 4.7 [(88)](https://www.softwareadvice.com/cpq/autoquotes-profile/reviews/) Ratings Breakdown - 4.52Ease of use - 4.46Value for money - 4.53Customer support - 4.45Functionality Pricing Available upon request Get Price Alternative Product [FieldPulse](https://www.softwareadvice.com/field-service/fieldpulse-profile/) 4.6 [(492)](https://www.softwareadvice.com/field-service/fieldpulse-profile/reviews/) Ratings Breakdown - 4.51Ease of use - 4.46Value for money - 4.67Customer support - 4.40Functionality Pricing Available upon request Get Price Alternative Product [Xero](https://www.softwareadvice.com/accounting/xero-profile/) 4.4 [(3322)](https://www.softwareadvice.com/accounting/xero-profile/reviews/) Ratings Breakdown - 4.36Ease of use - 4.24Value for money - 4.04Customer support - 4.30Functionality Pricing Starting at $25.00 per month Get Price Alternative Product [Quotient](https://www.softwareadvice.com/product-configurator/quotient-profile/) 4.8 [(136)](https://www.softwareadvice.com/product-configurator/quotient-profile/reviews/) Ratings Breakdown - 4.84Ease of use - 4.61Value for money - 4.82Customer support - 4.44Functionality Pricing Starting at $28.00 per month Get Price ## QuoteWerks Pricing and Plans Starting price: $50.00 per month Free Trial Free Version Essential - For Teams & Startups $50.00 per user, per month Plan 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 Plan 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 Plan includes: - Advanced CRM Integrations - Purchase Orders and Procurement - MS SQL Backend Capable - Scripting - PSA Integrations - Product Database Synchronization Confused about pricing? We've got you covered. Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates. ## QuoteWerks Features - Popular features found in Quoting Automated Quoting Billing & Invoicing Customizable Branding Discount Management Document Management Electronic Signature Pricing Management Proposal Generation Third-Party Integrations - More features of QuoteWerks Access Controls/Permissions Accounting Integration Activity Dashboard Alerts/Notifications API Approval Process Control Approval Workflow Audit Trail Automatic Formatting Bills of Material Catalog Management Client Portal Collaboration Tools Contact Management Content Library Contract/License Management CRM Customer History Customizable Fields Customizable Reports Customizable Templates Data Import/Export Document Automation Document Review Document Storage Document Templates Drag & Drop Electronic Payments Email Management Estimating Forecasting Guided Selling Knowledge Base Management Multi-Currency Order Management Price and Cost Calculations Price/Margin Management Pricing and Cost Calculations Product Catalog Product Configurator Quotes/Estimates Real-Time Data Reminders Renewal Management Reporting & Statistics RFP Management Sales Automation Self Service Portal Template Management Templates Version Control Workflow Management ## QuoteWerks Integrations Act! Integration rated undefined from -1 review Autotask PSA Integration rated undefined from -1 review Salesforce Sales Cloud Integration rated undefined from -1 review Google Contacts Integration rated undefined from -1 review QuickBooks Online Advanced Integration rated undefined from -1 review Sage 50 Accounting Integration rated undefined from -1 review See all 25 integrations ## QuoteWerks User Reviews ## QuoteWerks customer ratings - Overall rating: 4.6/5 - Total reviews: 192 ### Rating distribution - 5 stars: 133 reviews (69%) - 4 stars: 47 reviews (24%) - 3 stars: 8 reviews (4%) - 2 stars: 3 reviews (2%) - 1 star: 1 reviews (1%) ### Secondary ratings - Ease of use: 4.5/5 - Value for money: 4.6/5 - Customer support: 4.6/5 - Functionality: 4.6/5 --- ### We LOVE QuoteWerks - Overall rating: 5/5 - Reviewer: Dennis B. - Verified reviewer: Yes - Industry: Media Production - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: April 2023 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. We have been using QuoteWerks since 2004 and we LOVE QuoteWerks. We use it in conjunction to ACT. QuoteWerks makes it easy for us to prepare quotes and keep moving the ball down the field helping folks solve their needs in our business to manage / search / find / archive and share digital media assets. Find out more about what we do at [sensitive content hidden]All the best. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Ease of use. We love QuoteWerks and use it every day. #### Cons We do not have any complaints about QuoteWerks #### Reasons for choosing QuoteWerks We have been using QuoteWerks since 2004 and we LOVE QuoteWerks. We use it in conjunction to ACT. QuoteWerks makes it easy for us to prepare quotes and keep moving the ball down the field helping folks solve their needs in our business to manage / search / find / archive and share digital media assets. Find out more about what we do at [sensitive content hidden]All the best. --- ### Quotewerks has been Empowering Business Works! - Overall rating: 4/5 - Reviewer: Mark B. - Verified reviewer: Yes - Industry: Renewables & Environment - Company size: 11-50 employees - Product usage: Used weekly for less than 2 years - Reviewed: November 2023 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Its made quoting and pitching for business a breeze thanks to its easy implementation and use. Its actually an empowering tool in the sense that it gives you the ammunition to hunt for business and development #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Has lots going for it. Easy implementation, outstanding phone support, dynamic integration range. I like how it's able to project real-time pricing. Does well in creating quotes and proposals in a manner that's straightforward and easy to understand. #### Cons I feel it should improve on quality of end user training. Subscription costs as well. But that's about it. #### Reasons for switching to QuoteWerks Previous Platform is very basic in terms of being specialized for the function of creating quotes and proposals, compared to Quickwerks. A faster platform to work with, more professional. --- ### Quotewerks for IT - Overall rating: 4/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Computer & Network Security - Company size: 11-50 employees - Product usage: Used daily for more than 2 years - Reviewed: July 2019 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros We have used quotewerks in our IT business for years and it works well for our needs. It has real time pricing from many of our vendors. #### Cons The integration to quickbooks desktop often did not work. We have qbo now and it syncs just fine. --- ### Love this program!Very helpful! - Overall rating: 5/5 - Reviewer: Lynn C. - Verified reviewer: Yes - Industry: Information Technology and Services - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: August 2024 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros I like the fact that it uses web hosted solutions to meet quoted and invoicing solutions for its providers.Additionally,it helps speed the process and standardize costs,sales and margins also managing quotes for new prospects and existing clients is just a breeze. #### Cons No deslike it is a great program and self explanatory. #### Reasons for switching to QuoteWerks Quotewerks usability, flexibility and performance. --- ### La mejor opción si no quieres asumir los costes que suponen otras herramientas similares - Overall rating: 4/5 - Reviewer: Daniel S. - Verified reviewer: Yes - Industry: Food Production - Company size: 10000+ employees - Product usage: Used daily for less than 12 months - Reviewed: November 2022 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. It enabled us to make faster calculations and with a very detailed data. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 4/5 - Functionality: 4/5 #### Pros It is the best way to quote a product online because this software allows us to have many factors adjusted in the job sheet. It can create quotes very rapidly. #### Cons The UI is from my point of view a bit updated and sometimes it is difficult to understand how to proceed. #### Reasons for switching to QuoteWerks The previous software was not as effective as this one --- ### Configure, Price and Quote Products for 24/7 - Overall rating: 5/5 - Reviewer: Cedeno A. - Verified reviewer: Yes - Industry: Marketing and Advertising - Company size: 201-500 employees - Product usage: Used daily for more than 2 years - Reviewed: June 2023 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. It reduce manual processes when pricing and configuration products and services. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros QuoteWerks makes it seamless to price products and services.It integrates with accounting tools such as QBO to enhance billing and invoicing automation. #### Cons QuoteWerks has never failed me ever since I invested it in my company system. --- ### Discount & Price Management for Graphic Design Services - Overall rating: 5/5 - Reviewer: Fridah D. - Verified reviewer: Yes - Industry: Graphic Design - Company size: 2-10 employees - Product usage: Used daily for less than 2 years - Reviewed: July 2023 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Margin management for products and services.Pricing and cost calculations. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros QuoteWerks makes it easy to price, quote and configure services in our agency. #### Cons QuoteWerks has nothing to do with flaws since it meets my needs. --- ### Fantastic tool for building and managing your sales opportunities and quotes. - Overall rating: 5/5 - Reviewer: Garry A. - Verified reviewer: Yes - Company size: 11-50 employees - Product usage: Used daily for more than 2 years - Reviewed: December 2017 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. The quote visibility and access to online sync resources is super helpful in our quoting process. Our sales team couldn't operate without Quotewerks any longer. It has become integral to our processes. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros Quotewerks has the ability to see if and when your customer sees your quote. When we were looking into the product, we had received a quote from our Quotewerks sales rep and it had been ignored and was expired. We opened the quote a few weeks later to take a quick look at it and 15 minutes later we got a phone call from our sales rep. "I see you opened this expired quote. I wanted to answer any questions for you and get an updated quote if you are still interested." That sealed the deal for us. Then we found out all of the other amazing things it could do and have loved it every day. It has easily paid for itself many times over. #### Cons Quotewerks must run locally. There is a web version in development, but it is still pretty green. If you need to use it remotely you will need either Terminal Services or VPN to access it. The Quote Valet add-on gives it some web connectivity features which are helpful for viewing existing quotes and responding to customers, but not necessarily for building new quotes. Once they get the web version finished, that should help with this a lot. The product can also be a little bit kludgy to learn at first. It's been around for a long time so some of the interface is a bit antiquated. --- ### We ♥ QW! - Overall rating: 5/5 - Reviewer: Cheryl M. - Verified reviewer: Yes - Industry: Health, Wellness and Fitness - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: August 2018 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. We use QW for all sales quotes that are generated in our office. Prior to QW, quote writing was done in MS Office. The implementation dramatically reduced time writing quotes and errors. The ACT/Sage/edi integration completely eliminated duplicate data entry. The software is very easy to keep up to date, which was also kind of a 'sketchy' set of tasks prior to QW. The QW tech support people are top knotch professionals. During our implementation they were EXTREMELY supportive and wanted to ensure that we were self sufficient. After 2 years, we don't call them much (I am sure they miss us), but when they do that are terrific. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros Integration with our CRM (ACT) and our accounting S/W (Sage) was a major selling point. We also export .xml files and import them into warehouse management system via edi. Ease of use was also very important to our purchase decision. QW was also recommended to us by our ACT consultant who was familiar with our business. The online QW demo and videos were great at showing the ease of use of the product too. #### Cons The reporting function is not great. We invested in MasterMine for QW. Since we made the MasterMine investment, we are able use the data out in QW to a much fuller extent for business planning and decision making. . --- ### Versatile and robust quotation management - Overall rating: 5/5 - Reviewer: David H. - Verified reviewer: Yes - Industry: Semiconductors - Company size: 1001-5000 employees - Product usage: Used daily for less than 12 months - Reviewed: September 2022 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. This is a platform with robust features to optimize enterprise business processes. It provides versatile options for managing quotes and submitting proposals in a very professional style. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 4/5 - Customer support: 4/5 - Functionality: 5/5 #### Pros It has a simple user interface and its configuration is very easy. Allows the presentation of quotes in a professional and visually pleasing style. Provides excellent accounting and CRM platform integrations that maximize productivity. It includes electronic signatures making it easy for customers to obtain them. Its dashboard provides real-time information on quotes and orders. #### Cons The only thing I think they can improve is its user interface, it could be a little more modern and intuitive. --- Showing 1 - 10 of 192 Reviews [See All Reviews](https://www.softwareadvice.com/cpq/quotewerks-profile/reviews/) ## QuoteWerks Popular Comparisons [Jobber vs QuoteWerks](https://www.softwareadvice.com/field-service/jobber-profile/vs/quotewerks/)[AutoQuotes vs QuoteWerks](https://www.softwareadvice.com/cpq/autoquotes-profile/vs/quotewerks/)[FieldPulse vs QuoteWerks](https://www.softwareadvice.com/field-service/fieldpulse-profile/vs/quotewerks/)[Quotient vs QuoteWerks](https://www.softwareadvice.com/cpq/quotewerks-profile/vs/quotient/)[Quoter vs QuoteWerks](https://www.softwareadvice.com/cpq/quoter-profile/vs/quotewerks/)[DealHub vs QuoteWerks](https://www.softwareadvice.com/accounting/dealhub-profile/vs/quotewerks/) [Compare All Alternatives](https://www.softwareadvice.com/cpq/quotewerks-profile/alternatives/) ## Other Top Recommended Quoting Software [Xero](https://www.softwareadvice.com/accounting/xero-profile/) **4.4** (3322) Recently recommended **0** times [Jobber](https://www.softwareadvice.com/field-service/jobber-profile/) **4.6** (1478) Recently recommended **0** times [JobBOSS²](https://www.softwareadvice.com/manufacturing/jobboss2-profile/) **4.2** (866) Recently recommended **0** times [shopVOX](https://www.softwareadvice.com/manufacturing/shopvox-profile/) **4.6** (243) Recently recommended **0** times Stuck Between Options? 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