Overview

TackQuote brings quote creation, negotiation, approvals, signing, and order conversion into one platform. Buyers can use a unique link to review line items, comment, request changes, download a PDF, or sign without creating an account. That makes it a practical fit when customers need to weigh in before an order is finalized; teams looking only for a basic quote document may not need the broader workflow.

Row-level tenant isolation and multi-factor authentication are included on every plan. TackQuote also mentions trusted devices and IP allowlisting. For AI use, customers supply their own provider key, which TackQuote describes as using their private model.

Key features

Configurable quote building and buyer review

The builder supports contract price books, CPQ bundle rules, tiered pricing, and optional add-ons. Those options matter to sellers whose prices or packages vary by buyer; they are less compelling for businesses that issue straightforward, fixed-price quotes. The buyer portal supports a fuller exchange than simply sending a document, with comments and change requests available before signing.

Approvals, signatures, and integrations

Approval workflows and multi-party e-signatures can keep review and execution within the quote process. E-signature is reserved for Pro, however, so teams that need digital signing must budget for that tier rather than assume it comes with the free portal or PDF export.

TackQuote advertises 83 native connectors spanning commerce, ERP, CRM, accounting, and other systems, including Shopify, HubSpot, Salesforce, Xero, and QuickBooks. Two connectors are marked not yet available, so the headline count is not the same as 83 ready-to-use connections. The developer platform adds a REST API and real-time quote lifecycle webhooks with HMAC signature validation, useful for custom workflows, but the free plan has no API access.

Pricing

TackQuote uses a freemium model, with paid plans billed monthly and a 14-day trial. Quote, team-member, and integration limits are enforced: when a limit is reached, customers must upgrade before creating the next item. That makes the caps operational constraints, not just planning estimates.

Plan	Price	Included limits and features
Free	0.00 USD per free, billed forever	25 quotes per month, 1 team member, 2 integrations, One Flow, no API access
Basic	29.00 USD per month, billed monthly	50 quotes per month, 3 team members, 3 integrations, buyer portal, PDF quote export, PDF generation
Starter	79.00 USD per month, billed monthly	300 quotes per month, 10 team members, 5 integrations, HubSpot sync (read-only)
Pro	199.00 USD per month, billed monthly	750 quotes per month, 25 team members, 15 integrations, approval workflows, e-signature, analytics, CPQ bundles, storefront checkout, AI deal scoring, priority support
Agency	399.00 USD per month, billed monthly	2,500 quotes per month, 50 team members, 50 integrations, white-label portal and custom domain, client sub-workspaces, priority support
Enterprise	499.00 USD per month, custom billing	Unlimited quotes, team members, and integrations; SSO / SAML / OIDC; NetSuite integration; white-label portal; dedicated customer success manager; 99.9% SLA

Free is a narrow starting point for a solo user with modest volume: its 25-quote monthly ceiling, one seat, two integrations, and no API access leave little room for a growing workflow. Basic adds a buyer portal and PDF output, but still caps volume at 50 quotes and excludes the listed approval and signature features. Starter raises capacity substantially and adds read-only HubSpot sync, though that sync may not suit teams needing broader CRM interaction.

Pro is the first tier that combines approvals, e-signature, CPQ bundles, analytics, and storefront checkout, making it the more complete choice for a revenue team handling up to 750 quotes monthly. Agency raises the ceilings and adds white-labeling and client workspaces for consultancies. Enterprise is the fit for operations that need unlimited usage, identity federation, NetSuite, a dedicated customer success manager, and a 99.9% SLA; its price is 499.00 USD per month with custom billing.

Platforms

TackQuote is available on the web and through its API. The API is a meaningful extension for teams integrating quote activity into other systems, but it is not part of the free plan.

Who it's for

The plan range targets small teams through complex B2B operations, with distinct provisions for growing sales teams, revenue-focused teams, agencies, and consultancies. It is strongest for businesses that need configurable commercial terms, buyer review, and a controlled route from quote to order. Solo users or low-volume sellers may find the free tier sufficient, while teams approaching its fixed caps should compare the cost of upgrading against their quote and integration needs.

Pros and cons

Pros: Buyers can comment, request changes, download, and sign through a link without an account, reducing the access steps in quote review.
Pros: Contract price books, tiered pricing, bundles, and add-ons support more involved B2B pricing than a static quote workflow.
Pros: The broad connector catalog and API/webhooks give teams options for connecting quote activity to other business systems.
Cons: Quote, seat, and integration limits require an upgrade before users can create the next item after reaching a cap.
Cons: E-signature and approval workflows begin at Pro, while API access is absent from Free, so important workflow needs push buyers to paid tiers.
Cons: Two of the advertised 83 connectors are not yet available, narrowing the usable catalog.

Alternatives

For a broader category comparison, browse Sales Quoting Software.

QuoteCloud is worth considering for a web-based option with a free plan capped at 5 quotes per month and an Essentials plan at 39.00 USD per month per user with unlimited documents and e-signatures.
QuoteWerks may suit buyers seeking a paid web and Windows product with unlimited quotes and named users on its Essential plan at 50.00 USD per month with no contract.
SmartQuote by Dial4Trade offers a free web plan with 25 quotations per month, 50 email credits, basic PDF branding, one team member, and basic tracking.
Zigaflow Quotes is an alternative for teams seeking web and mobile access with a free trial; its Essentials plan is 79.00 GBP per month, excluding tax, and includes one user and 2,000 automation runs monthly.
Quotient is a paid alternative available on web and mobile, with monthly plans starting at 28.00 USD for one team member.
Catalystk may appeal to teams wanting a free web and mobile option with all modules and unlimited records.
Revv is another paid web alternative.
Quoter is a paid web and API alternative; its Standard plan is 299.00 USD per month on a 12-month term for 75 quotes monthly and unlimited users.

Verdict

Choose TackQuote if your B2B sales process needs configurable quotes, buyer feedback, approvals, and a route into order conversion, especially when its connectors or API fit your systems. The main reason to look elsewhere is its firm usage gating and the fact that signatures and approvals require Pro; simpler or lower-volume needs may be better served by a narrower tool or a less constrained plan.

	Quotsoft	TackQuote
Free plan	Yes	Yes
Free trial	Yes	Yes
Paid from	$19/mo	$29/mo
Open source	No	No
Platforms	Web	api, Web
Free plan	Yes	Yes
Paid from	19 /user/mo	—
Quote tracking	Yes	Yes
Custom branding	Yes	Yes
Approval workflows	—	Yes
E-signatures	—	Yes
CRM integrations	—	Yes
Included user seats	—	3 users

Quotsoft vs TackQuote

Quotsoft

TackQuote