QuoteWerks Web Pricing

QuoteWerks uses a concurrent user licensing model, not named-user pricing. This means you only pay for the number of users actively using the system at the same time, rather than paying for every individual who might log in.

This approach reduces wasted licenses and allows teams to scale usage without increasing costs unnecessarily.

A concurrent user license allows multiple team members to share access to QuoteWerks, as long as only a set number are using it at the same time.

For example, if 10 employees use QuoteWerks but only 3 are logged in simultaneously, you only need 3 licenses.

Most CPQ and quoting platforms charge per named user, which means you pay for every potential user whether they are active or not.

QuoteWerks eliminates this inefficiency:

• No paying for inactive users
• Easier scaling across departments
• Better cost control as your team grows

For many businesses, this results in significantly lower total cost compared to traditional CPQ pricing models.

No. QuoteWerks supports unlimited named users. Your only limit is the number of concurrent users (licenses) you choose.

This makes it ideal for organizations where multiple roles need occasional access to quoting.

Core CRM and PSA integrations are included in your subscription.

Optional integrations, such as QuickBooks Online, are available as add-ons when needed. This ensures you only pay for the functionality your business actually uses.

No. QuoteWerks does not charge activation or onboarding fees.

You can get started using documentation and training resources at your own pace. Optional implementation and training services are available if you want a faster or more guided rollout.

Yes. You can choose between monthly billing (with a 12-month commitment) or annual billing, which provides a cost savings equivalent to one free month.

Annual billing is typically the best option for teams planning to use QuoteWerks long term.

Many CPQ platforms charge higher per-user fees and require you to license every individual user.

QuoteWerks is different:

• Concurrent licensing reduces unused seats
• Core functionality is included without forced upgrades
• Add-ons are optional, not required

This structure gives you more flexibility and often results in a lower total cost of ownership.

QuoteWerks is a self-funded (bootstrapped) company, which means we are not driven by outside investors or short-term return requirements.

This has a direct impact on how we price and build the product:

• No pressure to inflate pricing to meet investor growth targets
• No forced upsells or bundled features you don’t need
• Stable, predictable pricing over time
• Product decisions driven by customers, not investors
• Long-term focus on sustainability, not short-term revenue spikes

Many software companies backed by private equity or venture capital are under pressure to increase revenue quickly, often leading to frequent price increases, stricter contracts, or reduced flexibility.

QuoteWerks takes a different approach. We focus on delivering long-term value, maintaining fair pricing, and building a product that supports our customers for years, not just the next funding cycle.

Yes. You can increase your number of concurrent users at any time as your team grows.

Because licenses are shared, many businesses find they can scale usage without needing to increase licenses at the same rate as headcount.

If all concurrent licenses are in use, additional users will be prompted to wait until a license becomes available.

Most teams rarely encounter this once properly sized, and licenses can be increased at any time.

No. The core platform is fully functional without any add-ons.

Optional add-ons, such as accounting integrations or VendorRFQ, are only needed if your workflow requires those specific capabilities.

Yes. QuoteWerks is designed to deliver enterprise-level quoting capabilities without enterprise-level pricing.

The flexible licensing model makes it especially well-suited for growing businesses that need to control costs while improving their sales process.

Most teams can begin creating quotes quickly after setup.

For faster onboarding, optional implementation and training services are available, but many customers successfully deploy using the built-in resources.

No. QuoteWerks avoids bundled pricing that forces you to pay for features you do not need.

You can start with the Base edition and upgrade to Balanced or Pinnacle as your business needs evolve.

Common reasons include:

• Lower total cost compared to per-user pricing models
• More flexibility with concurrent licensing
• Strong integrations with CRM, PSA, and accounting systems
• Better control over quoting, pricing, and purchasing workflows

Many teams move to QuoteWerks after outgrowing simpler tools or becoming frustrated with rising per-user costs.