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10+ QuoteWerks Alternatives and Competitors


4.3 User Rating
$5.2 M Revenue
50+ No of Employees
1993 Founded
SaaS Industry
CPQ Software Category
Frank Holland CEO

QuoteWerks is an all-in-one CPQ software app that is programmed to streamline businesses and organizations' quoting processes. QuoteWerks provides high-end CPQ features that are exclusively programmed for its users, such as document editing, document creation, document locking, tax rate lookup, deposit amount management, and so much more. Also, QuoteWerks has more than 50 integrations to third-party apps, including, Microsoft Dynamics, Microsoft Outlook, Sugar CRM, and Infor CRM. Branded as an all-in-one sales quoting and proposal software solution, QuoteWerks emerge to integrate efficiency in every CPQ process. QuoteWerks also centralizes CPQ data and eliminates unwanted costs. Today, with over 86,000+ users that trust QuoteWerks for CPQ processes, the platform is now branded as one of the best CPQ software today, competing against other platforms like Salesforce CPQ, Oracle CPQ, Configure One, DealHub, PandaDoc CPQ, Apttus CPQ, QuoteWerks, and Infor CPQ. On top of that, QuoteWerks also becomes one of the highest-earning CPQ providers as a company, earning more than $5 million in revenue.


Logo Name Rating CEO Pricing Founded Revenue Employees Location Reviews Customers
Apttus CPQ 4.6 Frank Holland $35 2006 $5 M 1000+ California 3000+ Reviews N/A
Salesforce CPQ 4.6 Bob Stutz $75 1999 $57.2 M 49000+ San Francisco 3790+ Reviews N/A
SAP CPQ 4.6 Christian Klein Custom 1990 $2.8 B 100330+ California 1888+ Reviews 320000+
Oracle CPQ 4.5 Safra Catz $149 1977 $39.5 B 136000+ ‎Redwood City 4000+ Reviews 10000+
Configure One 4.4 Michael (Mick) McDonnell Custom 2000 $7.5 M 200+ Illinois 2000+ Reviews 2000+
KBMax 4.7 Kevin Bennett $100 2003 $5.1 M 22+ Austin 3000+ Reviews 3300+
DealHub 4.5 Eyal Elbahary Custom 2014 $15.7 M 60+ California 2900+ Reviews 4500+
PandaDoc CPQ 4.5 Mikita Mikado Custom 2011 $18.5 M 250+ San Francisco 1987+ Reviews 17000+
IBM CPQ 4.4 Kwame Awuku Custom 1983 $800 M 5000+ New York 2400+ Reviews 175+
Infor CPQ 4.6 Kevin Samuelson Custom 2002 $2.8 M 17000+ New York 1878+ Reviews 68000+


Standard Edition
  • $15/mo/Monthly
  • $13.75/mo/Yearly
  • Create Quotes, Orders, Invoices
  • Purchase Orders (Simple)
  • Unlimited Product Databases
  • Reporting
Professional Edition
  • $20/mo/Monthly
  • $18.33/mo/Yearly
  • Create Quotes, Orders, Invoices
  • Purchase Orders (Simple)
  • Unlimited Product Databases
  • Reporting
Corporate Edition
  • $29/mo/Monthly
  • $26.58/mo/Yearly
  • Create Quotes, Orders, Invoices
  • Purchase Orders (Simple)
  • Unlimited Product Databases
  • Reporting

Key Employees

Image Name Designation Email ID Twitter Linkedin
Christina "Cat"​ Ward Experienced Project Implementation Manager N/A N/A
Joshua Buzzard Senior Product Specialist N/A N/A
Michael Williams Technical Support Level N/A N/A


“ Simple Quoting Software that is integrated in our Suppliers online databases ”

5/5 (overall) - Brian R
  • Provides customized quotes. It was easy for us to create customized quotes, including necessary attachments for different types of sales. This streamlined our quoting process tremendously.
  • Connection to ConnectWise is seamless. It is very easy to follow a quote, find and review a quote, both current and past without losing a great deal of time.
  • The spell check feature is by the most annoying feature. It checks every little thing and usually you can’t even tell what it is checking.
  • Error messages while saving & tech support takes a while to fix.

“ A great partner, QuoteWerks. ”

4.8/5 (overall) - Javier R
  • Have multiple templates for quotes/proposals – this is good as you may want to include different information depending on product lines quoted, but at the same time make sure the same information is included everytime you quote the same thing.
  • Enforcing rules on who can edit quotes so you don’t have to worry about people making changes to someone else’s quotes.
  • For the last year everytime ConnectWise updates we have issues with the saving/link between ConnectWise and quotewerks.
  • App integration. It requires a 3rd party tool to integrate with Pipedrive CRM.

“ Good Quoting Software with Intergrations ”

3.8/5 (overall) - Verified reviewer
  • Formatting of quotes.
  • Vendor integrations enabling automated addition of products.
  • Web-based functionality is limited.
  • Retail financing options are limited and require complicated imports.


  • Access Control
  • Analytics
  • API
  • Accounting Integration
  • Agile Software Development
  • Application Integration
  • Assignment Management
  • Billing & Invoicing
  • Campaign Analysis
  • CRM Integration
  • Campaign Management
  • Collaboration Tools
  • Collaborative Workspace
  • Team Collaboration
  • Security

Images & Videos

Q & A

What is QuoteWerks used for?

The QuoteWerks app is a CPQ software for businesses of all sizes and offers both cloud and on-premise deployment. This platform aims to help users accelerate their quoting processes by allowing them to automate their workflows. On top of that, QuoteWerks enables you to create high end branded quotes in a matter of minutes.

How much does QuoteWerks cost?

If interested in using QuoteWerks for your daily operations, you should know that the platform offers three superb paid plans. These are the Standard Edition plan ($15/user/month), the Professional Edition plan ($20/user/month), and the Corporate Edition plan ($29/user/month). If you are looking for discounted prices, QuoteWerks also offers an annual billing period, which you can get one month for free. Aside from that, it also offers users a one time payment option, including volume pricing discounts. If interested, all you need to do is contact QuoteWerks’ sales team.

Does QuoteWerks come with a free trial?

Good news! For potential yet reluctant customers of QuoteWerks, it offers users a free trial period which lasts for 30 days. With the free trial period, you can create quotes faster, create standardized quotes, automate purchasing processes, and much more. To get started on the free trial, all you need to do is fill out a form on QuoteWerks’ website.

How can you install QuoteWerks?

If you purchased a monthly or yearly subscription of the QuoteWerks app, the first thing to do is ensure that you have administrative rights to install a software on your server or desktop. The next step is to follow the installation guidelines provided by QuoteWerks.

How can you update QuoteWerks?

If you already have an older build of the QuoteWerks software, you need to download the update installation program. Next is to start the installation. When installing the updated version, you need to select the same directory as the old version. Then you can simply wait for it to finish updating. Plus, all previous data on the older builds are preserved, so you won’t need to worry about data loss.

Does QuoteWerks integrate with other platforms?

Yes! QuoteWerks aims to provide a flexible software for its users, which can help them increase operational efficiency. With that said, the apps that QuoteWerks integrates with include Salesforce, Gmail, Microsoft Dynamics CRM, Zoho CRM, Microsoft Outlook, SugarCRM, QuickBooks, Amazon Business, Dell Premier, Cisco, and more.