QuoteWerks
NewQuote Faster. Price Accurately. Keep Everything Connected.
Data collected ·ChatGPT, Perplexity, Google AI Mode·coverage 100%·next run
- QuoteWerks ranks #25 of 55 in Proposals & Contracts with an AI visibility score of 1.9 (SlateIndex, Nov 2, 2026).
- QuoteWerks is most visible on Perplexity (4.6) and least on Google AI Mode (0).
- AI engines name QuoteWerks in 3 of the 30 Proposals & Contracts buyer prompts SlateIndex tracks.
- gartner.com is the source AI engines cite most in answers about QuoteWerks, with 3 citations.
About
Company details for QuoteWerks
QuoteWerks is configure, price and quote (CPQ) software that helps sales teams build product and service quotes and proposals from connected catalogs, pricing rules and CRM data. It includes approval workflows and electronic acceptance, and it can carry approved quotes into purchasing and order tracking. It is offered as a browser-based product, an installed desktop product, or a hybrid of both. It ranks #25 of 55 in Proposals & Contracts on SlateIndex and has a visibility score of 1.9 in the latest weekly run.
Founded in 1993 and headquartered in Orlando, FL, USA, the company employs 11–50 people. It is bootstrapped. Its differentiator: concurrent-user licensing with unlimited named users, so you pay only for people using the software at the same time, with no activation fees.
- Website
- quotewerks.com
- Categories
- Proposals & Contracts
- Company size
- 11–50 employees
- Headquarters
- Orlando, FL, USA
- Founded
- 1993
- Company type
- Private, bootstrapped
- Funding
- Bootstrapped
- Pricing
- $50 per seat / mo · per seat
- Free trial
- —
- Deployment
- Cloud, desktop, or hybrid of both
- Platforms
- Web browser, Installed desktop application
- Integrations
- 115+ native
- Support
- Email support, Phone support for all editions, In-house support team in Orlando, FL
Read from linkedin.com, quotewerks.com, g2.com, featuredcustomers.com, leadiq.com · refreshed Nov 2, 2026.
AI visibility
Latest weekly run · Nov 2 · next run Nov 9
Visibility score trend
Weekly runs over the last 60 days, with up to 7 competitors. Click a name to hide or show its line.
Changes appear after the second weekly run in Proposals & Contracts. PandaDoc leads the category at 79.8%.
Media
Website and product screenshots for QuoteWerks
AI mentions & citations
Recent answers that name QuoteWerks
Which Proposals & Contracts tools offer annual discounts?
QuoteWerks — annual pricing starts at $45.83/concurrent user/month.
Which Proposals & Contracts vendors do analysts recommend?
Capterra's 2026 proposal management comparison includes PandaDoc, Loopio, QuoteWerks, and Proposify.
Products & features
What QuoteWerks sells
QuoteWerks Web
Browser-based CPQ platform for creating, managing and delivering quotes.
QuoteWerks Desktop
Installed quoting application for advanced customization and local deployment control.
QuoteValet
Interactive online quotes with approval tracking, e-signature and payment collection.
Realtime Module
Live distributor pricing, availability, sales tax and shipping rates inside the quoting workflow.
Product Content Subscription
Detailed product content from multiple vendors, kept current across quoting.
ClarityWerks
Task management for communications with others, as an alternative to regular email.
VendorRFQ
Standardized vendor request-for-quote processes to compare supplier responses.
Target market & buyers
Businesses that sell complex products and services, including B2B sales teams, AV and systems integrators, manufacturers and reps, MSPs and IT solution providers, security and telecom firms, distributors and professional services firms.
Notable customers include Trisource Exhibits, CPA Engineering Solutions, Craigdon Business Gifts, Tescan, Techevolution, Espec North America.
| Industry | Primary use case |
|---|---|
| IT services and managed services providers | Quoting managed services and products, tracking recurring revenue, and handling distributor procurement. |
| AV and systems integration | Quoting configurable solutions built from bundles and options. |
Funding & recent developments
Funding
| Latest known round | Total raised |
|---|---|
| Bootstrapped | — |
Recent developments
- Mar 2026ProductSalesforce integration announced
QuoteWerks announced a Salesforce integration in March 2026.
- Dec 2025Company2025 Partner and MVP awards announced
QuoteWerks announced its 2025 Partner and MVP awards.
- Oct 2025PartnershipPax8 integration announced
A Pax8 integration for QuoteWerks Desktop and Web was announced.
- Sep 2025ProductVersion 25.0 Build 4.02 released
QuoteWerks released Version 25.0 Build 4.02.
- Jun 2025ProductAI event scripting introduced for QuoteWerks Web
AI event scripting for QuoteWerks Web was introduced.
Competitive landscape
How QuoteWerks compares with its top three alternatives
QuoteWerks most often appears alongside PandaDoc, Proposify, Qwilr in AI answers.
| Brand | Visibility | Share of voice | vs last week | Starting price |
|---|---|---|---|---|
| QuoteWerks | 1.9% | 0.5% | New | $50 / seat / mo |
| PandaDoc | 79.8% | 13.8% | New | Pricing not available |
| Proposify | 41.4% | 9.4% | New | $49 / seat / mo |
| Qwilr | 28.3% | 7.2% | New | $35 / seat / mo |
| Better Proposals | 26.1% | 5.8% | New | $13 / seat / mo |
Pricing
Per seat pricing
Cite as: SlateIndex, “QuoteWerks AI visibility profile”, https://slateindex.ai/brand/quotewerks, data of Nov 2, 2026. Licence: CC BY 4.0.