Overview

TackQuote connects quote creation and negotiation with approval, signing, and order conversion. Buyers can open a unique link to review line items, comment, request changes, download a PDF, or sign without creating an account. That gives buyers a direct way to respond without another login, while sellers get a workflow built around more than sending a static document.

Security measures listed across the plans include row-level tenant isolation and multi-factor authentication. TackQuote also mentions trusted devices and IP allowlisting. Its AI deal-scoring privacy approach requires customers to bring their own AI provider key; the company describes this as using the customer's private model.

Key features

Configurable quoting and buyer review

The quote builder supports contract price books, CPQ bundle rules, tiered pricing, and optional add-ons. These features suit sellers handling customer-specific rates or packages with selectable components; teams issuing simple, fixed-price quotes may have little use for that configuration. The buyer portal adds a useful negotiation loop, but access to portal and PDF features starts at Basic, while some more advanced quote capabilities are reserved for Pro.

Approvals, signatures, and integrations

Pro includes approval workflows and multi-party e-signatures, a meaningful step up for teams that need formal review and signing inside the quoting process. TackQuote advertises 83 native connectors across commerce, ERP, CRM, accounting, and other systems, including Shopify, HubSpot, Salesforce, Xero, and QuickBooks. Two connectors in its directory are marked not yet available, so the headline count does not mean every listed connection is ready to use.

The developer platform offers a REST API and real-time quote lifecycle webhooks with HMAC signature validation. That will matter most to teams connecting their own systems; Free has no API access. Plan limits apply to quotes, team members, and integrations, and customers must upgrade before creating the next item after reaching a limit. This makes headroom a practical buying consideration, not just a future upgrade concern.

Pricing

TackQuote is freemium, with a free plan, paid plans from $29/mo, and a 14-day trial. Free is billed forever at 0.00 USD per free and allows 25 quotes per month, one team member, two integrations, and One Flow, but no API access. It is a narrow entry point for an individual testing a small volume, not a roomy team tier.

Basic costs 29.00 USD per month, billed monthly. It raises the allowance to 50 quotes, three team members, and three integrations, and adds the buyer portal, PDF quote export, and PDF generation. It fits a small team that needs buyer-facing quotes and document output, but the low monthly quote ceiling can become a constraint quickly.

Starter costs 79.00 USD per month, billed monthly, for 300 quotes, 10 team members, and five integrations. It adds HubSpot sync, which is read-only. The higher volume and team allowance suit a growing sales group, but the limited integration count and read-only sync may not fit teams expecting broader connected workflows.

Pro costs 199.00 USD per month, billed monthly, and includes 750 quotes, 25 team members, and 15 integrations. Approval workflows, e-signature, analytics, CPQ bundles, storefront checkout, AI deal scoring, and priority support make it the plan for teams that need the full quoting and signing workflow rather than just quote delivery. Agency costs 399.00 USD per month, billed monthly, and expands the caps to 2,500 quotes, 50 team members, and 50 integrations; it adds a white-label portal, custom domain, client sub-workspaces, and priority support. That is the more relevant fit for agencies and consultancies managing multiple client workspaces.

Enterprise has custom pricing and includes unlimited quotes, team members, and integrations, plus SSO / SAML / OIDC, NetSuite integration, a white-label portal, a dedicated customer success manager, and a 99.9% SLA. It is aimed at complex B2B operations that need uncapped use and enterprise identity or service commitments. Since limits are enforced at every tier and require an upgrade before creating more, buyers should compare expected quote volume, seats, and connections against the allowance they are paying for.

Platforms

TackQuote runs on the web and provides an API for programmatic integration. That combination suits teams working in a browser or connecting workflows through software; no other platform is listed.

Who it's for

TackQuote is strongest for small teams and growing or revenue-focused sales organizations that negotiate prices, configure offers, and want buyers to review or sign remotely. Agencies may find the client sub-workspaces and white-label options useful, while complex B2B operations may value Enterprise's unlimited caps, NetSuite integration, SSO options, and SLA. It is less suited to teams that only need basic quote documents or that would quickly exceed the lower plans' usage limits.

Pros and cons

Pro: Buyers can comment, request revisions, download, and sign through a unique link without an account, reducing the access burden during quote review.
Pro: Contract price books, tiered pricing, and bundle rules address configurable B2B offers rather than only fixed-price quotations.
Pro: The REST API and signed lifecycle webhooks provide a route for teams to connect custom systems.
Con: Quote, team-member, and integration ceilings are enforced, and reaching one requires an upgrade before creating the next item.
Con: The advertised connector set includes two entries marked not yet available, and Starter's HubSpot sync is read-only.
Con: Key workflow features such as approval and e-signature start at Pro, so the lower-cost plans do not cover the complete signing workflow.

Alternatives

For a broader directory of quoting products, see Sales Quoting Software.

Madiwor Quotes is a paid alternative available on Android, iOS, macOS, web, and Windows; it may suit buyers who want those additional platform options.
Zigaflow Quotes has no free plan, offers a free trial, and lists an Essentials plan at 79.00 GBP per month; consider it if a paid-only option is preferable.
Catalystk has a free plan with all modules, unlimited records, and web and mobile access, while its Max plan is 225.00 INR per month per user; it may suit buyers prioritizing a free, broad-module starting point.
SmartQuote by Dial4Trade offers a free web plan with 25 quotations per month, 50 email credits, basic PDF branding, one team member, and basic tracking; it may suit a solo user whose needs fit those caps.
QuoteCloud offers a free plan with five quotes per month and one user, and an Essentials plan at 39.00 USD per month per user with unlimited documents and e-signatures; consider it if per-user pricing and document signing are a better fit.
EmpireVault Knowledge Base is a paid option with a 21-day trial and a 39.00 USD per month per-seat Suite plan; choose it only if that different product category is what you need.
GetQuotra offers a Professional plan with custom pricing, up to 25 users, smart pricing and BOQ extraction, and multi-level approvals; it may suit buyers seeking those capabilities and willing to contact sales for pricing.
Quotely is free and supports self-hosted and web use, with unlimited templates and quotations and PDF export; it may suit buyers prioritizing a free option or self-hosting.

Verdict

Choose TackQuote if your B2B sales process depends on configurable quotes and buyer-side review, with approvals and signatures available as you move up to Pro. Its strongest reason to buy is the connected path from quote negotiation through signing and order conversion. Look elsewhere if you need generous limits at a low price, or if your team cannot work within the plan's enforced quote, seat, and integration caps.

	NubryxAI	TackQuote
Free plan	No	Yes
Free trial	Yes	Yes
Paid from	$15.83/mo	$29/mo
Platforms	Web	api, Web
Free plan	No	Yes
Quote tracking	Yes	Yes
Included user seats	1 users	3 users
Custom branding	Yes	Yes
Approval workflows		Yes
E-signatures		Yes
CRM integrations		Yes

NubryxAI vs TackQuote

NubryxAI

TackQuote