QuoteWerks is a Configure, Price and Quote (CPQ) platform for managed service providers and value-added resellers, priced per concurrent user starting at 50 dollars per concurrent user per month, with real-time distributor pricing and PSA integrations including Autotask and ConnectWise PSA.
Listing updated . Checked by MSP Software .
QuoteWerks is a Configure, Price, and Quote (CPQ) solution from Aspire Technologies for creating and managing sales proposals and quotes. The platform is cloud-based through QuoteWerks Web, with a desktop option also available, and is tailored for value-added resellers (VARs), managed service providers, and other solution sellers who need fast proposal generation, approval controls, and integration with existing business systems.
The software centres on professional quote and proposal creation, with branded templates, multi-page layouts, and a visual designer. It includes real-time distributor pricing from major partners including Ingram Micro, TD SYNNEX, Pax8, D&H, and Dell, allowing MSPs to pull current manufacturer and distributor pricing into quotes without manual entry. MSPs can also bundle products and services, configure recurring revenue subscriptions (monthly, quarterly, or annual), and automate approval workflows to enforce margin controls before a quote is sent.
QuoteWerks integrates with major PSAs including Autotask, ConnectWise PSA, and HaloPSA, syncing customer data and allowing quotes to convert into service contracts or billable projects. It connects to accounting software through QuickBooks Online integration and supports over 80 payment processors via integrated gateways, enabling customers to pay deposits or full balances directly from proposals. E-signature capability allows customers to approve and sign quotes online. Pricing starts at 50 dollars per concurrent user per month for the Essential tier (checked September 2026), with higher tiers (Balanced at 78 dollars and Pinnacle at 102 dollars per concurrent user per month) adding deeper feature sets. Annual billing reduces monthly costs by approximately 8%. QuoteWerks is based in Orlando, Florida, and offers phone and email support during business hours (9am-5pm ET, Monday to Friday), plus remote support sessions and online documentation.
QuoteWerks suits MSPs and VARs seeking a dedicated CPQ platform with real-time distributor pricing feeds, rather than a general sales tool or a PSA addon. Live distributor integrations with Ingram Micro, TD SYNNEX and Pax8 are notable for technology vendors, and PSA integrations (Autotask, ConnectWise PSA, HaloPSA) pull customer data directly. Concurrent user licensing keeps costs predictable if technicians log in sequentially. Check whether real-time pricing for your specific distributors is available before buying, as not all VARs use the supported list. Approval workflows help enforce margin targets. If you need proposal-to-billing automation, confirm the depth of PSA integration during a trial, since quote-to-contract workflows depend on the target PSA.
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Salesbuildr Quoting and proposal platform for MSPs with distributor pricing and PSA integration, subscription tier No reviews yet All alternatives to QuoteWerks| Feature | Supported | Note |
|---|---|---|
| Proposal and quote builder | yes | Supports creation from simple one-page quotes to multi-page branded proposals with layout designer. |
| E-signature | yes | Electronic signature capability included for customer approvals and sign-off. |
| Live distributor catalogue and pricing | yes | Real-time pricing from major distributors including Ingram Micro, TD SYNNEX, Pax8, D&H, Dell, Cisco, and HP. |
| CRM and pipeline tracking | yes | CRM integrations with Salesforce, HubSpot, Pipedrive, and others. Quote viewing analytics and dashboard visibility. |
| PSA integration | yes | Direct integrations with Autotask PSA, ConnectWise PSA, and HaloPSA, plus 115+ total integrations available. |
| Payment collection | yes | Integrated payment gateways supporting over 80 processors. Collect deposits, progress payments, or full balances. |
| Quote templates | yes | Branded quote templates with customizable layout designer included across all tiers. |
| Approval workflow | yes | Set approval requirements for sales reps with configurable margin and approval controls. |
| Recurring revenue quoting | yes | Support for monthly, quarterly, and annual subscriptions and recurring revenue services. |
| Product bundling | yes | Product bundling and product configurator for guided selling and package creation. |
| Win-rate analytics | yes | Dashboards, reporting, quote tracking, and visibility on when quotes are viewed by customers. |
| Accounting integration | yes | QuickBooks Online integration included. Additional accounting integrations available. |
QuoteWerks is priced per concurrent user at 50 dollars per month for the Essential tier, 78 dollars per month for Balanced, and 102 dollars per month for Pinnacle (checked September 2026). Pricing is based on concurrent users rather than named users, meaning you only pay for the number of people actively using the software at the same time. Annual billing reduces the per-month cost by approximately 8 percent. Add-on fees apply for QuickBooks Online integration and optional VendorRFQ subscriptions.
Yes, QuoteWerks integrates with major PSA platforms including Autotask, ConnectWise PSA, and HaloPSA. These integrations allow QuoteWerks to sync customer data from your PSA, enabling quotes to be created directly from existing client records and tracked within your PSA workflow. The platform supports over 115 integrations across CRMs, accounting systems, and business platforms, though the depth of each integration may vary.
QuoteWerks provides real-time pricing and availability from major distributors including Ingram Micro, TD SYNNEX, Pax8, D&H, Cisco, Dell, and HP. This allows MSPs to pull current manufacturer and distributor pricing directly into quotes without manual entry. The platform also supports additional distributors and reseller sources, though not all VARs may have access to every distributor feed. Confirm that your primary distributors are supported during a trial or demo.
Yes, QuoteWerks includes electronic signature capability allowing customers to review and approve quotes within the platform. It also integrates with over 80 payment processors (including Stripe and Authorize.net), enabling customers to pay deposits, progress payments, or full balances directly from the proposal. This streamlines the approval and payment collection process without requiring external tools or manual follow-up.
Yes, QuoteWerks supports recurring revenue quoting for monthly, quarterly, and annual subscriptions and services. This is useful for MSPs quoting managed services or SaaS offerings alongside hardware and software licenses. Recurring revenue items can be bundled with one-time products, and approval workflows can be configured to control pricing and margin on the full quote.
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