
QuoteWerks
QuoteWerks is quoting software for preparing quotes and managing related customer steps through approval and payment.
What QuoteWerks is
QuoteWerks is quoting software for preparing quotes and managing related customer steps through approval and payment. It is available on the web and Windows, with built-in e-signatures, client activity tracking and online payment collection. CRM integrations connect quote work with customer relationship tools, while custom branding can give quotes a company identity. Analytics and reporting are also listed. QuoteWerks is paid software and has no free plan. The listed Essential plan costs $50 a month, Balanced costs $78 a month, and Pinnacle costs $102 a month; each is billed No Contract and includes unlimited quotes and unlimited named users. These plan terms differ from the annual per-user starting-price note, so prospective customers should verify which pricing arrangement applies. The maker, QuoteWerks, is based in Orlando, Florida, United States, and was founded in 1993.
Good
- Built-in e-signatures and online payment collection.
- Tracks client activity.
- Integrates with CRM products.
- Custom branding and analytics are included.
- Plans list unlimited quotes and named users.
Watch out
- There is no free plan.
- The product is paid software.
- Starting price is $45.83/user/mo (annual).
Who it suits
QuoteWerks suits teams that prepare quotes and want signatures, payment collection and CRM integrations in the same product. It is available to users working on web or Windows.
Verdict
QuoteWerks covers quote preparation alongside signatures, client activity and payment collection. Review the listed plan prices and billing terms against the separate annual per-user starting price before selecting a plan.
Plans and prices
From QuoteWerks's own pricing page, checked 21 Sep 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Essential | $50 a month | Unlimited quotes · Unlimited named users · No Contract |
| Balanced | $78 a month | Unlimited quotes · Unlimited named users · No Contract |
| Pinnacle | $102 a month | Unlimited quotes · Unlimited named users · No Contract |
The facts
Each one read from QuoteWerks's own pages, with the date it was checked.
What it does
- Analytics and reporting
- Yeschecked 21 Sep 2026
- Built-in e-signatures
- Yeschecked 21 Sep 2026
- Client activity tracking
- Yeschecked 21 Sep 2026
- CRM integrations
- Yeschecked 21 Sep 2026
- Custom branding
- Yeschecked 21 Sep 2026
- Online payment collection
- Yeschecked 21 Sep 2026
- Paid from
- 45.83checked 21 Sep 2026
The company
- Founded
- 1993checked 28 Sep 2026
- Headquarters
- Orlando, Florida, United Stateschecked 28 Sep 2026
Money
- Free plan
- Nochecked 21 Sep 2026
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