Vetted Score
4.6
/ 5.0
Earns a high score for its deep pricing capabilities, extensive integrations, and long‑standing reliability in enterprise environments.
Key Features
Integrated Pricing Engine
Automates complex pricing rules, discounts, and margin calculations directly within the quoting workflow.
Customizable Quote Templates
Design professional proposals with branding, product images, and dynamic fields to match any sales process.
CRM & ERP Connectivity
Seamlessly syncs with popular CRM and ERP systems (e.g., Salesforce, Microsoft Dynamics) for real‑time data accuracy.
Frequently Asked Questions
QuoteWerks is sold as a perpetual license; you pay once for the edition you need and can add optional annual support or upgrade plans.
QuoteWerks runs on Windows 10 and later; it can be accessed on macOS or Linux via remote desktop or virtualization.
Yes, it offers native connectors for major CRMs like Salesforce, Microsoft Dynamics, and HubSpot, plus API access for custom integrations.
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Specifications
Pricing Model
Perpetual licenses start at $795 for the Standard edition and go up to $2,495 for the Enterprise edition, with optional annual support and upgrade plans.
Supported Platforms
Windows 10/11