QuoteWerks pricing 2026: plans and costs
How AI answers describe QuoteWerks pricing
QuoteWerks — annual pricing starts at $45.83/concurrent user/month.
Compared to: PandaDoc · Proposify · Qwilr
Quick pricing summary
- Essential: $50 month per concurrent user
- Balanced: $78 month per concurrent user
- Pinnacle: $102 month per concurrent user
- Worth noting: Concurrent-user licensing. Annual billing: $45.83/$71.50/$93.50 per month (equivalent to one free month). No activation or setup fees; onboarding optional. Trial available, length not stated.
Plans
Essential
$50 month per concurrent user
- No Activation Fees
- Unlimited Quotes
- Unlimited Named Users
- Bundles and Configurator
- Single Sign-On (SSO)
- Optional, Required, and Substitute Items
- All CRM and PSA Integrations
- Peer Review and Approval Process
- Phone and Email Support Available
- Purchase Orders
- Leasing Calculations
- Document Audit Trail
- Quote Revisions
- AI Scripting
- Native Zapier Integration
Balanced
$78 month per concurrent user
- Everything in Essential
- QuoteValet
- Know When Quotes are Viewed and Accepted
- Online Acceptance and E-signature
- Collect Credit Card and ACH Payments
- SMS Text Notifications on Large Quote Acceptance
Pinnacle
$102 month per concurrent user
- Everything in Essential and Balanced
- Auto Sales Tax Rates (USA)
- IT/MSP Distributor Content
- Amazon Business Integration
- Procurement Tracking and Online Ordering
What you get on each plan
| Feature | Essential | Balanced | Pinnacle |
|---|---|---|---|
| Unlimited Quotes and Named Users | ✓ | ✓ | ✓ |
| Single Sign-On (SSO) | ✓ | ✓ | ✓ |
| All CRM and PSA Integrations | ✓ | ✓ | ✓ |
| Peer Review and Approval Process | ✓ | ✓ | ✓ |
| AI Scripting | ✓ | ✓ | ✓ |
| QuoteValet | — | ✓ | ✓ |
| Online Acceptance and E-signature | — | ✓ | ✓ |
| Collect Credit Card and ACH Payments | — | ✓ | ✓ |
| Auto Sales Tax Rates (USA) | — | — | ✓ |
| IT/MSP Distributor Content | — | — | ✓ |
| Amazon Business Integration | — | — | ✓ |
| Procurement Tracking and Online Ordering | — | — | ✓ |
Hidden costs & add-ons
| Cost driver | Price | When it applies |
|---|---|---|
| QuickBooks Online Integration | $20/mo per site | All plans |
| VendorRFQ Subscription | $20/mo per user | All plans |
| Training and Implementation | Not stated | Optional |
QuoteWerks pricing vs alternatives
| Brand | Entry price | Free plan | Model | Best for | |
|---|---|---|---|---|---|
| QuoteWerks | $50 per seat / mo | No | Per seat | — | |
| PandaDoc | — | — | — | Sales, revenue and operations teams producing proposals, quotes and contracts | Compare → |
| Proposify | $49 per seat / mo | No · 14-day trial | Per seat | Busy sales teams that send proposals and quotes, such as consultants and service firms in landscaping, janitorial and construction. | Compare → |
| Qwilr | $35 per seat / mo | No · 14-day trial | Per seat | Sales teams that send proposals, quotes and contracts and want to track buyer engagement. | Compare → |
| Better Proposals | $13 per seat / mo | No · 14-day trial | Per seat | Small businesses, freelancers and service businesses that send proposals, contracts and onboarding documents. | Compare → |
List prices as published on quotewerks.com/prices/. Totals are worked examples, not quotes.