About QuoteWerks
QuoteWerks is a dedicated Configure, Price, and Quote (CPQ) platform designed to eliminate manual processes, reduce errors, and accelerate deal closures. With centralized quoting, controlled pricing workflows, and seamless CRM/ERP integrations, sales teams can create professional, branded proposals and track customer interactions efficiently. Trusted by businesses for over 30 years, QuoteWerks combines durability, real-world functionality, and dedicated support to power sales operations of all sizes.
Pricing
Full pricing pageEssential For Teams & Startups
Ideal for businesses that need a powerful, fundamental quoting solution to streamline their sales process.
- Unlimited Quotes
- Unlimited Named Users
- Bundles and Configurator
- Single Sign-On (SSO)
- Optional, Required, and Substitute Items
- All CRM and PSA Integrations
- Peer Review and Approval Process
- Phone and Email Support Available
- Purchase Orders
- Leasing Calculations
- Document Audit Trail
- Quote Revisions
- AI Scripting
Balanced For Scaling Businesses
Designed for sales teams ready to supercharge their workflow with real-time insights, digital acceptance, and built-in payment collection.
- Everything in Essential, Plus:
- QuoteValet
- Know When Quotes are Viewed and Accepted
- Online Acceptance and E-signature
- Collect Credit Card and ACH Payments
- SMS Text Notifications on Large Quote Acceptance
Pinnacle For Advanced Workflows
Built for sophisticated businesses that require advanced automation and seamless integration with their procurement and supply chain systems.
- Everything in Essential and Balanced, Plus:
- Auto Sales Tax Rates (USA)
- IT/MSP Distributor Content
- Amazon Business Integration
- Procurement Tracking and Online Ordering
Essential For Teams & Startups
Ideal for businesses that need a powerful, fundamental quoting solution to streamline their sales process.
- Unlimited Quotes
- Unlimited Named Users
- Bundles and Configurator
- Single Sign-On (SSO)
- Optional, Required, and Substitute Items
- All CRM and PSA Integrations
- Peer Review and Approval Process
- Phone and Email Support Available
- Purchase Orders
- Leasing Calculations
- Document Audit Trail
- Quote Revisions
- AI Scripting
Balanced For Scaling Businesses
Designed for sales teams ready to supercharge their workflow with real-time insights, digital acceptance, and built-in payment collection.
- Everything in Essential, Plus:
- QuoteValet
- Know When Quotes are Viewed and Accepted
- Online Acceptance and E-signature
- Collect Credit Card and ACH Payments
- SMS Text Notifications on Large Quote Acceptance
Pinnacle For Advanced Workflows
Built for sophisticated businesses that require advanced automation and seamless integration with their procurement and supply chain systems.
- Everything in Essential and Balanced, Plus:
- Auto Sales Tax Rates (USA)
- IT/MSP Distributor Content
- Amazon Business Integration
- Procurement Tracking and Online Ordering
QuickBooks Online Integration
Native Accounting Integration
- Integrate QuoteWerks with your QuickBooks Online Subscription
- Quote products from QuickBooks Item List
- Retrieve contacts
- Export Estimates, Invoices, Purchase Orders and Sales Receipts
- Create/update Customers and Items in QuickBooks, and more
VendorRFQ Subscription
Vendor Pricing & RFQ Management
- Communicate with your vendors
- Discuss and negotiate pricing and details for goods and services
- Collect and organize this information from one or all of your vendors
- All purchasing and procurement information is available in a centralized location for your team
- Know at any given time which vendors have received your request for quote, and which have responded
- Your purchasing team will be able to compare and find the lowest prices to purchase available specific goods and services
FAQ
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