TackQuote
- 1Runs onAPI, Web
- 2CostsFree plan · free trial · paid from $29/mo
- 3Approval workflowsYes
- 4E-signaturesYes
- 5Quote trackingYes
- 6CRM integrationsYes
- 7Included user seats3 users
- 8Custom brandingYes
Overview
TackQuote is a B2B quoting and wholesale commerce platform for preparing quotes, negotiating terms, collecting signatures and converting accepted quotes into orders. Buyers can open a unique link without an account to review line items, comment, request changes, download a PDF or sign. Quote building includes contract price books, CPQ bundle rules, tiered pricing and optional add-ons. The platform supports approval workflows and multi-party e-signatures, with e-signature listed as a Pro feature. TackQuote advertises 83 native connectors spanning commerce, ERP, CRM, accounting and other systems, including Shopify, HubSpot, Salesforce, Xero and QuickBooks; two connectors are marked unavailable. Developers have a REST API and real-time quote lifecycle webhooks with HMAC signature validation. The pricing comparison lists row-level tenant isolation and MFA on every plan. A free plan provides 25 quotes per month, one team member and two integrations, but no API access. Basic costs 29.00 USD per month, billed monthly, and includes 50 quotes per month, three team members and three integrations. Quote, team and integration limits are enforced, requiring an upgrade before creating another item at the limit.
Who it is for
TackQuote suits small or growing sales teams, agencies and consultancies, or more complex B2B operations needing structured quoting and order conversion. Teams should compare plan limits with their quote, user and integration needs.
What is good
- Buyers can review and sign quotes without accounts.
- Quote builder supports tiered pricing and CPQ bundles.
- REST API and real-time lifecycle webhooks are available.
- MFA and tenant isolation are listed on every plan.
What to know first
- Free plan has no API access.
- Free plan is limited to 25 monthly quotes.
- Two advertised connectors are not yet available.
- Reaching usage limits requires upgrading before adding items.
Verdict
TackQuote offers buyer-facing quote review, configurable quoting and a developer API, with feature availability varying by plan. Check the quote, seat and integration caps before choosing a tier.
TackQuote plans and pricing
All plansCompared on sales quoting software
- Free plan
- Yestackquote.com
- Approval workflows
- Yestackquote.com
- E-signatures
- Yestackquote.com
- Quote tracking
- Yestackquote.com
- CRM integrations
- Yestackquote.com
- Included user seats
- 3 userstackquote.com
- Custom branding
- Yestackquote.com
Facts
- Product
- TackQuote describes itself as a B2B quoting and wholesale commerce platform that handles quoting, negotiation, e-signature, and order conversion.tackquote.com · 3 Oct 2026
- Quote portal
- Buyers can review quote line items, comment, request changes, download a PDF, and sign through a unique link without creating an account.tackquote.com · 3 Oct 2026
- CPQ
- The quote builder supports contract price books, CPQ bundle rules, tiered pricing, and optional add-ons.tackquote.com · 3 Oct 2026
- Approvals and signing
- The platform supports approval workflows and multi-party e-signatures, with e-signature listed as a Pro feature in its plan comparison.tackquote.com · 3 Oct 2026
- Integrations
- TackQuote advertises 83 native connectors across commerce, ERP, CRM, accounting, and other systems, including Shopify, HubSpot, Salesforce, Xero, and QuickBooks.tackquote.com · 3 Oct 2026
- Integration caveat
- The integration directory says 2 of its 83 connectors are marked not yet available.tackquote.com · 3 Oct 2026
- API and webhooks
- The developer platform provides a REST API and real-time quote lifecycle webhooks with HMAC signature validation.tackquote.com · 3 Oct 2026
- Security
- The pricing comparison lists row-level tenant isolation and MFA on every plan, and the company page also mentions trusted devices and IP allowlisting.tackquote.com · 3 Oct 2026
- AI privacy
- The company page says customers bring their own AI provider key and describes this as using their private model.tackquote.com · 3 Oct 2026
- Usage limits
- Plan quote, team-member, and integration limits are enforced, and the pricing page says customers must upgrade before creating the next item when they reach a limit.tackquote.com · 3 Oct 2026
- Support
- Priority support is listed for Pro and Agency, and Enterprise includes a dedicated customer success manager and a 99.9% SLA.tackquote.com · 3 Oct 2026
- Intended users
- The pricing page positions TackQuote for small teams, growing sales teams, revenue-focused teams, agencies and consultancies, and complex B2B operations.tackquote.com · 3 Oct 2026
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Sources
- tackquote.com/about· checked 3 Oct 2026
- tackquote.com/pricing· checked 3 Oct 2026
- tackquote.com/integrations· checked 3 Oct 2026