QuoteWerks

What QuoteWerks is

QuoteWerks is a quoting product for preparing quotes and managing related steps through completion. It is available on the web and Windows, with built-in e-signatures, client activity tracking, and online payment collection. CRM integrations connect its quoting workflow with customer relationship tools, while custom branding lets quotes carry a company’s identity. Analytics and reporting provide a way to review quote-related activity. QuoteWerks is paid software and has no free plan. Its pricing note gives a starting rate of $45.83 per user per month on an annual term. The listed plans are Essential at $50 a month, Balanced at $78 a month, and Pinnacle at $102 a month. Each plan is billed No Contract and includes unlimited quotes and unlimited named users. These plan prices and terms differ from the annual per-user starting-price note, so buyers should check which pricing arrangement applies to their purchase. The maker, QuoteWerks, is based in Orlando, Florida, United States, and was founded in 1993.

Who it suits

QuoteWerks suits people who prepare quotes and want signatures, payment collection, client activity tracking, and reporting in one product. Its web and Windows availability and CRM integrations may fit teams working across those environments.

Limits

There is no free plan. All three listed plans include unlimited quotes and unlimited named users.

Getting started

1. Visit the QuoteWerks website.
2. Choose web or Windows access.
3. Select Essential, Balanced, or Pinnacle and review its billing terms.

Verdict

Choose QuoteWerks if you need quoting with e-signatures, payment collection, CRM integrations, and reporting. Look elsewhere if you need a free plan or a product outside web and Windows.