QuoteWerks
Configure, price and quote with confidence: CPQ and proposal software for teams selling configurable products and services.
By Aspire Technologies, Inc. · HQ Orlando, US · 4.5/5 verified-buyer score
Positioning guardrails
Best for
- Sales teams selling configurable products or services that need quotes, pricing controls and approvals in one system
- IT service providers, MSPs and VARs pulling real-time pricing from distributors such as Ingram Micro, TD SYNNEX, D&H and Pax8
- Companies that want quoting to sit between CRM/PSA and accounting rather than inside either one
- Growing SMB and mid-market teams that want CPQ capability without mandatory onboarding fees
- Sales orgs where only a few reps quote at a time, so concurrent-user licensing lowers cost
Ideal size: 2–50 concurrent users people · SMB to mid-market reseller, MSP or service business with an existing CRM/PSA
Not for
- Teams that want quoting handled entirely inside their CRM with no separate quoting application
- Organisations needing published SOC 2, ISO 27001 or FedRAMP attestations
- Buyers wanting per-named-user, always-on licensing for every employee
- Businesses with no CRM, accounting or multi-vendor pricing complexity to integrate
Value metrics scorecard
Time-to-Value
1–3 weeks
~14 days to first production value
Total Cost of Ownership
$4,290/yr
Starts at $550 · Per concurrent user, billed monthly or annually; unlimited named users, quotes, templates and products, with core CRM/PSA integrations included.
Implementation Friction
2/5
Engineering + admin effort required
Buyer Score
out of 5 · verified buyers
Full cost breakdown
Mandatory implementation fee
None
Seat tiers
No stated seat minimum; unlimited named users, licensed only by concurrent users (7 people using it 2 at a time need 2 licences).
Add-on costs
- QuickBooks Online integration — $20/mo per site
- VendorRFQ subscription — $20/mo per user
- Optional implementation and training services (guided setup is not required)
Company & support
Who is behind QuoteWerks, and how your team gets help once it is live.
Company
- Founded
- 1993 · 33 yrs in business
- Headquarters
- Orlando, US
How you get support
- PhonePaid plans
- EmailPaid plans
- Live chatNot listed
- Support portal / ticketsNot listed
- Community forumAll plans
- Help centre / docsAll plans
- Dedicated account managerNot listed
- In person / on-siteNot listed
- Hours
- Business hours
- Response time
- Not stated
Phone (option 3) and email support Monday–Friday 9:00 AM–5:00 PM Eastern from the Orlando HQ; support depends on an active subscription or maintenance plan. Docs, quick-start guides, videos, webinars and forums are free.
“Not listed” means the vendor’s public pages don’t mention that channel, not that it is unavailable. Ask about it during evaluation.
Market position
Where QuoteWerks sits against its closest alternatives. Pick any two of cost, speed, friction and buyer score, and up to 9 companies to compare.
Quadrant view
Typical annual cost × Time-to-value
The lines cross at the median of the solutions shown, so about half sit on each side of each line.
Companies on the chart 6 / 10
- QuoteWerks
- Swoogo
- Chaser
- Smartlead
- Qwilr
- Teamwork.com
Add or change companies
Up to 10 companies including QuoteWerks. Listed closest first.
Stack fit signal
Compatibility with standard B2B ecosystems.
No supported MCP path today, so it cannot be driven from an AI client.
AI & MCP readiness
What QuoteWerks ships in AI, and what it asks of your ecosystem.
AI features shipped
QuoteWerks lists 'AI Scripting' to automate tasks and generate content, included in the Essential plan, plus Zapier connectivity that can bring AI into quoting. No AI model, data-use or per-action logging details are published, so keyModel and auditLevel are left unknown.
In your ecosystem
- AI connection
- Not supported
- Model key
- Not recorded
- AI usage audit
- Not recorded
Compliance attestations
* IAPP AIGP certifies individuals, not products. It means named staff hold the credential — not that the platform does.
Bottom line
QuoteWerks is a long-established CPQ and sales quoting layer from Aspire Technologies that sits between CRM/PSA and accounting systems. It stands out for concurrent-user pricing, 115+ integrations including Salesforce, HubSpot, QuickBooks and major IT distributors, and quoting, approvals, e-signature and payment collection in one workflow. No mandatory onboarding fee. Privately held and building since 1993, with phone and email support from its Orlando headquarters.
Frequently asked questions
How does QuoteWerks pricing work?
QuoteWerks licenses by concurrent user, not named user. Essential is $50/mo per concurrent user monthly, or $45.83/mo billed annually; Balanced is $78/mo ($71.50 annual) and Pinnacle $102/mo ($93.50 annual). Named users, quotes, templates and products are unlimited, so if 7 people quote but only 2 at a time, you only need 2 licences.
Is there a required implementation or onboarding fee?
No. QuoteWerks states it charges no activation or onboarding fees and that most teams can begin creating quotes quickly after setup using built-in templates and documentation. Guided implementation and training are available as an optional, paid service for faster rollout.
What does QuoteWerks integrate with?
QuoteWerks advertises 115+ integrations: CRM/PSA systems including Salesforce, HubSpot, Microsoft Dynamics, Zoho, Pipedrive, SugarCRM, ConnectWise, Autotask and HaloPSA; accounting via QuickBooks Online (add-on); IT distributors such as Ingram Micro, TD SYNNEX, D&H and Pax8; shipping carriers; 80+ payment gateways; leasing providers; and developer tooling with REST APIs, webhooks, SDK access, AI scripting and Zapier.
Where does QuoteWerks fit in our stack?
It is designed as a dedicated quoting layer between your CRM or PSA and your accounting or ERP system. CRM data stays accurate, quotes and approvals live in QuoteWerks, and only finalised transactions are pushed to accounting, so sales reps work outside the finance system.
Does QuoteWerks offer AI features?
The vendor documents 'AI Scripting' for automating tasks and generating content, included from the Essential plan, plus Zapier connectivity that can bring AI into quoting workflows. QuoteWerks does not publish which model it uses, whether customers can supply their own key, or any AI audit logging, so those details should be confirmed with the vendor.
How is support delivered?
Support is in-house from the Orlando headquarters, by phone and email Monday to Friday 9:00 AM to 5:00 PM Eastern, with remote support sessions for complex issues. Eligibility depends on an active subscription or maintenance plan. Documentation, quick-start guides, videos, webinars and community forums are free.