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QuoteWerks

QuoteWerks is quoting software for preparing quotes and managing related customer steps through approval and payment.

Place
#7 of 20
Score
6.1
QuoteWerks's website

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.

All about pricing
PlanPriceWhat it gives you
Essential$50 a monthUnlimited quotes · Unlimited named users · No Contract
Balanced$78 a monthUnlimited quotes · Unlimited named users · No Contract
Pinnacle$102 a monthUnlimited 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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