QuoteWerks Review: Pricing, Pros, Cons & Alternatives

Overview

QuoteWerks is quoting, proposal and CPQ software whose features, including PSA integrations, purchase orders, procurement tracking and vendor price requests, are aimed at resellers and service providers; QuoteWerks Web is sold with published pricing^[18]. Plans are priced per concurrent user and include unlimited quotes and unlimited named users, with no activation fees^[18].

The Essential plan includes bundles and a configurator, single sign-on, optional, required and substitute items, all CRM and PSA integrations, peer review and approval, purchase orders, leasing calculations, audit trails, quote revisions, AI scripting and a native Zapier integration^[18]. Balanced adds QuoteValet, which shows when quotes are viewed and accepted and supports online acceptance, e-signature and card and ACH payments; Pinnacle adds advanced automation and integration with procurement and supply-chain systems^[18]. Add-ons include QuickBooks Online integration and VendorRFQ for vendor pricing requests^[18].

QuoteWerks is a practical choice for resellers that quote from distributor catalogues. It does not offer the deep constraint-based configuration or subscription-billing capabilities of enterprise suites.

QuoteWerks features

Unlimited quotes and named users
Bundles and configurator
CRM and PSA integrations
QuoteValet online acceptance and payments (Balanced)
Purchase orders and procurement tracking
QuickBooks Online and VendorRFQ add-ons

QuoteWerks pricing

Per concurrent user per month, USD: Essential US$49 (US$44.92 billed annually); Balanced US$79 (US$72.42 annually); Pinnacle US$99 (US$90.75 annually). Add-ons: QuickBooks Online integration US$20 per site per month; VendorRFQ US$20 per user per month.