QuoteCloud vs QuoteWerks at a glance
The short list most teams decide on.
 QuoteCloud |
QuoteWerks | |
|---|---|---|
| Best for | Teams that want interactive, well-designed quotes and proposals clients can change, sign and pay online | IT resellers, MSPs and integrators that quote hardware from distributor feeds and run purchasing from the quote |
| Lowest paid plan | US$14.95 per user / month | US$45.83 per concurrent user / month (billed annually), US$50 monthly |
| Top listed plan | US$59 per user / month, Enterprise on request | US$93.50 per concurrent user / month (billed annually), US$102 monthly |
| Free plan | Yes, free forever for 1 user | No |
| Free trial | 14 days, no credit card | Free trial of QuoteWerks Web, no credit card (length not stated) |
| eSignatures | Included on every plan, including Free | Balanced edition and above (QuoteValet) |
| Online payments | Stripe and PayPal, from Essentials | Balanced edition and above (card and ACH via 80+ gateways) |
| Contract | Month to month, no lock-in | Monthly (no contract) when buying direct, or annual contract for a lower rate |
QuoteWerks vs QuoteCloud: feature comparison
33 features, side by side, with the QuoteCloud plan that includes each.
| Feature | QuoteCloud | QuoteWerks |
|---|---|---|
| Create and designQuoteCloud 9/9QuoteWerks 2/9 | ||
| Drag-and-drop block editor | IncludedEvery plan, including FreeAll plans · Canvas and grid modes, 18+ content blocks | PartialBuilt-in layout designer or Microsoft Word templates for quote documents; a drag-and-drop block editor is not advertised. |
| Interactive web documents (not just PDF) | IncludedEvery plan, including FreeAll plans · Clients read, choose options, sign and pay online | IncludedQuoteValet delivers quotes as secure web pages where buyers review options, ask questions, accept and pay. Included from the Balanced edition. |
| Template and content library | IncludedEssentials and upEssentials+ · Public and custom templates, reusable content libraries | IncludedUnlimited quote and design templates on every edition. |
| AI content writing | IncludedBusiness and upBusiness+ · AI Co-Worker drafts and rewrites content | Not advertisedQuoteWerks Web has AI-assisted scripting for workflow automation; AI writing of quote or proposal content is not advertised. |
| MCP AI service (connect your AI assistant) | IncludedBusiness and upBusiness+ · Use QuoteCloud from AI assistants through MCP | Not advertisedNot advertised. QuoteWerks Web offers a REST API, webhooks and Zapier. |
| Rich blocks: Gantt charts, diagrams, forms, galleries | IncludedBusiness and upBusiness+ · Image gallery from Starter; Gantt, flowcharts and forms on Business | PartialQuoteValet pages support YouTube videos, tabs and customer file uploads; Gantt charts, diagrams and forms are not advertised. |
| Built-in image and photo editor | IncludedStarter and upStarter+ | Not advertisedNot advertised. |
| Custom branding and white label | IncludedBusiness and upBusiness+ · Your logo, colours and fonts; QuoteCloud branding removed | PartialCompany-branded quotes and QuoteValet delivery pages; removal of vendor branding (white label) is not stated. |
| Content locking | IncludedBusiness and upBusiness+ | Not advertisedNot advertised. |
| Quote and priceQuoteCloud 5/5QuoteWerks 2/5 | ||
| Interactive price tables | IncludedEssentials and upEssentials+ · Optional items, client-adjustable quantities, one-off and repeating costs, tax, discounts and margins | IncludedOptional, required and substitute items; with QuoteValet buyers can select options and change quantities you allow, and totals recalculate. |
| Product catalogue | IncludedEssentials and upEssentials+ · Drag products from the catalogue into price tables | IncludedUnlimited product sources and products, plus real-time distributor pricing and availability. |
| Custom formulas and embedded spreadsheets | IncludedBusiness and upBusiness+ | PartialEvent-driven scripting (AI-assisted in QuoteWerks Web) for custom rules; embedded spreadsheets are not advertised. |
| Product bundles and quantity-break discounts | IncludedBusiness and upBusiness+ | PartialBundles, kits and a guided selling configurator on every edition; quantity-break discount tables are not detailed on the site. |
| Contracts and service plans (telco, ISP, hosted) | Paid add-onAdd-on from EssentialsAdd-on · Opt-in add-on | PartialQuotes recurring monthly, quarterly or annual items and leasing calculations; contract and service-plan management is not advertised. |
| Sign and get paidQuoteCloud 3/3QuoteWerks 2/3 | ||
| Legally binding eSignatures | IncludedEvery plan, including FreeAll plans · eIDAS compliant, on every plan including Free | IncludedOnline acceptance and eSignature through QuoteValet, Balanced edition and above. |
| Signer verification and certificate of authenticity | IncludedEvery plan, including FreeAll plans · Optional one-time passcode; certificate and audit trail on every completed document | Not advertisedA document audit trail (internal change history) is included; signer verification and a signing certificate are not advertised. |
| Online payments from the document | IncludedEssentials and upEssentials+ · Stripe and PayPal | IncludedCard and ACH payments from the quote through 80+ gateways, Balanced edition and above. |
| Track, approve and manageQuoteCloud 7/7QuoteWerks 5/7 | ||
| Real-time tracking and notifications | IncludedEssentials and upEssentials+ | IncludedKnow when quotes are viewed and accepted (QuoteValet), Balanced edition and above. |
| Automatic customer reminders | IncludedBusiness and upBusiness+ | IncludedQuoteValet auto-reminders for unviewed and expiring quotes. |
| Approval workflow | IncludedBusiness and upBusiness+ | IncludedPeer review and approval process on every edition. |
| Revisions and version history | IncludedBusiness and upBusiness+ | IncludedQuote revisions on every edition. |
| Unlimited sales teams and custom user roles | IncludedEssentials and upEssentials+ | PartialUnlimited named users with concurrent-user licences; custom role definitions are not detailed on the pricing page. |
| Send through your own email service | IncludedEvery plan, including FreeAll plans | Not advertisedNot advertised. |
| Single sign-on (SSO) | IncludedEnterprise planEnterprise | IncludedSingle sign-on on every edition (Microsoft Azure AD for QuoteWerks Web), plus MFA and Duo. |
| IntegrationsQuoteCloud 4/4QuoteWerks 3/4 | ||
| Zapier and Make (thousands of apps) | IncludedEssentials and upEssentials+ | IncludedNative Zapier integration on every edition; webhooks work with Make, Power Automate and n8n. |
| Open API | IncludedEssentials and upEssentials+ | IncludedREST API and webhooks for QuoteWerks Web; SDK and COM API for QuoteWerks Desktop. |
| CRM and accounting integrations | IncludedBusiness and upBusiness+ · HubSpot, Salesforce, Pipedrive, Zoho, monday.com, Dynamics 365, QuickBooks, Xero, FreshBooks and more | IncludedAll CRM and PSA integrations included (ConnectWise PSA, Autotask, HaloPSA, HubSpot, Salesforce, Dynamics, Pipedrive, Zoho and more); QuickBooks Online is a US$20/month add-on. |
| Travel itineraries with GDS / mid-office integration | Paid add-onAdd-on from EssentialsAdd-on · Opt-in add-on for travel businesses | Not includedNo travel or GDS integrations in its published integration list (CRM/PSA, accounting, distributors, shipping, payments, leasing). |
| Pricing and supportQuoteCloud 5/5QuoteWerks 4/5 | ||
| Free plan | IncludedFree forever: 1 user, 2 documents a month with eSignatures | Not includedEditions start with Essential; no free plan is listed. |
| Lowest paid plan | IncludedStarter, US$14.95 per user per month | IncludedEssential, US$45.83 per concurrent user per month billed annually (US$50 monthly). |
| Free trial without a credit card | Included14 days on Essentials and Business, no card | IncludedFree trial of QuoteWerks Web, no credit card required; trial length not stated. |
| Month-to-month, no lock-in contract | Included | IncludedMonthly billing with no contract when buying direct (not via partners); annual contract for the lower rate. |
| Free template conversion and training | IncludedEssentials and upEssentials+ · One template converted free during the trial, plus a 45-minute training session | Paid add-onImplementation and training are optional paid services. |
No differences in this group. Choose another group or show every feature.
Included and Paid add-on count towards the totals. Not advertised means QuoteWerks's public pages don't say. Checked 14 October 2026.
Is QuoteCloud cheaper than QuoteWerks?
A free plan, US$14.95 to start, month to month. Here are both price lists.
| Plan | Price | What's included |
|---|---|---|
| Free | $0forever, 1 user | 2 documents a month with eSignatures |
| Starter | US$14.95per user / month | Unlimited documents and eSignatures, PDF export, image editor |
| Essentials | US$39per user / month | Price tables, product catalogue, templates, content library, tracking, API, Zapier and Make |
| Business | US$59per user / month | Custom branding, AI Co-Worker, approvals, advanced pricing, CRM and accounting integrations, version history, reminders |
| Enterprise | Custom | SSO, custom reports, implementation and premium 24×7 support |
Month to month. 14-day free trial on Essentials and Business, no credit card. Full plan comparison
| Plan | Price | Notes |
|---|---|---|
| Essential | US$45.83per concurrent user / month, billed annually (US$50 monthly) | Unlimited quotes and named users, bundles and configurator, SSO, CRM and PSA integrations, approvals, revisions, AI scripting, Zapier |
| Balanced | US$71.50per concurrent user / month, billed annually (US$78 monthly) | Adds QuoteValet: view tracking, online acceptance and eSignature, card and ACH payments, SMS alerts |
| Pinnacle | US$93.50per concurrent user / month, billed annually (US$102 monthly) | Adds auto US sales tax rates, IT/MSP distributor content, Amazon Business, procurement tracking and online ordering |
| QuickBooks Online add-on | US$20per site / month | Optional accounting integration |
| VendorRFQ add-on | US$20per user / month | Optional vendor pricing and RFQ management |
Prices in USD per concurrent user (unlimited named users share licences). Annual billing saves the equivalent of one month; monthly billing with no contract is only available when buying direct, not through partners. No activation fees; implementation and training are optional paid services. QuoteWerks pricing page
What would your team pay?
US$195
US$2,340 a year, month to month
US$229.15
US$2,749.80 a year
QuoteCloud costs US$409.80 less a year for 5 users.
US dollars per user per month, as published. QuoteWerks: Prices in USD per concurrent user (unlimited named users share licences). Annual billing saves the equivalent of one month; monthly billing with no contract is only available when buying direct, not through partners. No activation fees; implementation and training are optional paid services. QuoteCloud: month to month. Taxes extra.
Which is right for your team?
An honest fit check.
Choose QuoteCloud if…
Sales teams, agencies, service providers, telcos, ISPs, hosted service providers and travel businesses that want quotes and proposals clients can interact with: choose options, adjust quantities, sign and pay online. QuoteCloud suits teams that care about design and rich content, want AI help, need eSignatures on every seat and prefer simple cloud setup, month-to-month pricing and a free plan.
Start free trialQuoteWerks may suit…
QuoteWerks is a strong fit for IT resellers, MSPs, AV and security integrators that quote large volumes of hardware from distributor feeds (Ingram Micro, TD SYNNEX, D&H and others), need real-time pricing and availability, and want to raise purchase orders and track procurement from the quote. Its concurrent-user licensing can also suit teams where many people quote occasionally.
Rated, secure and in business since 2013.
- 4.2Capterra rating
- 4.2Software Advice rating
- 2013Building QuoteCloud since
