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Paid plans start at $44.92/mo.
QuoteWerks starts at $44.92 per concurrent user per month with annual billing, or $49 month to month. Annual pricing requires an annual contract; monthly billing has no contract. Essential includes unlimited named users and quotes, but the bill is based on concurrent users, so check how your team’s usage maps to seats. Balanced is $72.42 annually or $79 monthly, and Pinnacle is $90.75 annually or $99 monthly. There is no free plan; trial availability is not published on the vendor's site.
01Every plan, line by line
| Plan | Billed annually | Billed monthly | Built for |
|---|---|---|---|
| Essential | $44.92 | $49 | Teams and startups |
| Balanced | $72.42 | $79 | Scaling sales businesses |
| Pinnacle | $90.75 | $99 | Businesses with advanced workflows |
Add-ons and overages
- QuickBooks Online integration: $20/month per site; QuickBooks subscription not included.
- VendorRFQ: $20/month per user.
- Optional guided implementation and training: price not published.
02What the plan grid doesn't tell you
QuickBooks Online
The integration costs $20/month per site. A QuickBooks subscription is not included.
VendorRFQ
This add-on costs $20/month per user, on top of the plan price.
Guided setup
Optional guided implementation and training are available, but the price is not published.
Annual commitment
The lower listed per-month rates require an annual contract. Month-to-month billing costs more but has no contract.
03Which plan should you buy?
| If you are… | Get | Why |
|---|---|---|
| Teams and startups | Essential | Includes templates, bundles, configurator, SSO, CRM/PSA integrations, AI scripting, and Zapier integration. |
| Teams needing online acceptance | Balanced | Adds QuoteValet, quote-view tracking, e-signatures, online acceptance, and card and ACH payments. |
| Teams with procurement workflows | Pinnacle | Adds sales tax rates, distributor content, Amazon Business integration, procurement tracking, and online ordering. |
04Is QuoteWerks worth the money?
QuoteWerks has more than basic quote generation: the listed plans cover configurable products, pricing controls, approvals, customer acceptance, and—at Pinnacle—procurement tracking. That depth may justify the per-concurrent-user price for teams that need those workflows in one system. The trade-off is commitment and setup: annual rates require a contract, and optional implementation pricing is not published. Compare the seat model and any add-ons with your current stack before switching.
QuoteWerks pricing FAQ
What is quote pricing?
Quote pricing is the process of calculating and presenting a price for a customer’s requested products or services. QuoteWerks supports pricing controls such as markups, margins, discounts, volume pricing, formulas, and customer-specific prices, according to the published product details.
What is QuoteWerks used for?
QuoteWerks is quoting and CPQ software for sellers of products, services, and configurable solutions. Sales teams can build, price, approve, and send quotes and proposals using connected product, pricing, and customer data. It also supports purchasing and order tracking.
What is the best quote pricing software?
There is no single best choice for every team. QuoteWerks may fit sellers who need configurable quotes, approval workflows, customer acceptance, and procurement features. Check its per-concurrent-user pricing, required integrations, and workflow needs against alternatives before deciding.
Who owns QuoteWerks?
The published product and pricing information does not identify QuoteWerks’ owner or parent company. It describes QuoteWerks as quoting and CPQ software and lists Web, Desktop, and Hybrid deployment options, but does not provide ownership details.