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QuoteWerks

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Quoting and CPQ software for businesses selling products, services, and configurable solutions.

  • Per concurrent user, monthly or annual
  • Web, Desktop
Facts from quotewerks.com, checked November 14, 2026.
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At a glance

  • QuoteWerks is listed under CPQ, alongside Configure One, Conga CPQ and DealHub AI.
  • QuoteWerks' lowest paid plan is Essential at $49 per concurrent user per month, as of November 14, 2026.
  • QuoteWerks' pricing model: per concurrent user, monthly or annual.
  • QuoteWerks offers a free trial (length not stated).
  • QuoteWerks is available on Web and Desktop.
  • QuoteWerks works with HubSpot, Salesforce, ConnectWise, QuickBooks Online, Xero and others.
  • QuoteWerks' main features: Pricing controls, Branded quotes and proposals, Purchasing and receiving.
  • QuoteWerks' website lists SSO.
  • QuoteWerks has a public API.
  • We haven't confirmed whether QuoteWerks has a free plan.

Facts from quotewerks.com, checked November 14, 2026.

AI summary

The summary writes itself once 5 people have reviewed this tool.

It's built only from what reviewers say: who it's best for, who should think twice, and what comes up again and again.

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What we know so far

Main features
Pricing controls, Branded quotes and proposals, Purchasing and receiving
Works with
HubSpot, Salesforce, ConnectWise, QuickBooks Online, Xero, Zapier, Ingram Micro
Platforms
Web, Desktop
Free trial
Yes
Security and compliance
SSO
Public API
Yes
Facts only, from the tool's website or its vendor. Opinions come from reviewers. Suggest a correction
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Pricing

Facts from quotewerks.com, checked November 14, 2026. Prices change, so confirm on their site.
  • Essential$49As of November 14, 2026Per concurrent user per month. Unlimited quotes, bundles, configurator, SSO, CRM and PSA integrations, purchase orders.
  • Balanced$79As of November 14, 2026Per concurrent user per month. Adds QuoteValet, online acceptance and e-signature, card and ACH payments.
  • Pinnacle$99As of November 14, 2026Per concurrent user per month. Adds auto sales tax rates, distributor content, Amazon Business, procurement tracking.

How QuoteWerks compares

With other CPQ tools, on the facts each website lists.

All QuoteWerks alternatives
  • DealHub AINo reviews yet
    Choose DealHub AI for
    • Integration with Microsoft Dynamics 365, NetSuite or DocuSign
    • SOC 2, ISO 27001 or GDPR
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    • Integration with ConnectWise, QuickBooks Online or Xero
    • SSO
    QuoteWerks vs DealHub AI
  • Configure OneNo reviews yet
    Choose Configure One for
    • Integration with NetSuite or Avalara
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    • Desktop
    • Integration with HubSpot, ConnectWise or QuickBooks Online
    QuoteWerks vs Configure One
  • NueNo reviews yet
    Choose Nue for
    • SOC 2 or GDPR
    Choose QuoteWerks for
    • Integration with HubSpot, ConnectWise or QuickBooks Online
    • SSO
    QuoteWerks vs Nue

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