Rhonda Bavaro
Winning new customers isn’t just about having a fantastic product – it’s also about how you sell it. This is where quoting software can help your business grow.
What is quoting software?
Simply put, it’s a tool that helps your sales team create price quotes quickly and easily. Instead of spending hours generating quotes manually with spreadsheets, your team can use this software to do it in minutes.
Responding to customers fast with error-free quotes is great for business, but good quoting software does more than create quotes. It can:
- Connect with other tools your business uses, like your customer database or accounting software
- Make your quotes look professional and match your brand
- Let customers sign quotes electronically
- Help you keep track of which quotes turn into sales
- And so much more…
These benefits translate directly into improved sales efficiency, higher win rates, and increased revenue.
However, businesses must understand that not all quote-generation solutions are created equal. While quoting software focuses primarily on streamlining the quote creation process, there’s a more advanced category of solutions you may come across known as Configure, Price, Quote (CPQ) software. CPQ can do everything quoting software does, plus handle more complex products and pricing. Some tools offer both quoting and CPQ features.
In this article, we’ll look at the top 20 quoting software options. We’ll explore how each one can help businesses create better quotes and manage their sales process. Whether you’re a small business needing basic quotes or a larger company with more complex needs, this list will help you find the right tool for your business.
1. DealHub
DealHub is a quoting software that stands out by blending basic quoting functions with advanced CPQ capabilities. It’s the ultimate tool for businesses seeking to elevate their sales process, from quote generation to deal closure, all within one powerful platform. With real-time quote generation, automated pricing, and CRM integrations, DealHub simplifies even the most complex product configurations, making it perfect for mid-sized to large organizations looking to accelerate growth and close deals faster. The platform’s flexibility and ease of use set it apart as a leading choice for companies that demand efficiency and precision.
Top Features:
- Guided selling for complex product configuration that reduces errors and accelerates quote creation.
- Real-time pricing automation with dynamic pricing rules to ensure accuracy.
- Parallel approval workflows to fast-track deal closure without delays.
- Seamless CRM integration with Salesforce, HubSpot, and other major platforms, ensuring data consistency across your entire sales process.
- Interactive digital deal rooms that allow real-time collaboration, document sharing, and tracking with buyers.
- Subscription management and billing integration for seamless quote-to-revenue.
Why Users Love It:
DealHub is often rated as one of the best quoting tools on the market because of its unmatched ability to handle both straightforward and highly complex quoting needs. Its DealRoom feature allow teams and customers to collaborate in real-time, providing full visibility into the deal process and improving buyer engagement. Users rave about its speed in generating quotes and how it minimizes errors in pricing and configurations. The platform’s real-time collaboration and deep CRM integration offer a truly cohesive sales experience, allowing teams to work together more efficiently. Its guided selling feature also ensures that every quote is accurate and tailored, which helps close deals faster and boosts overall revenue.
Pricing:
- DealHub offers custom pricing tailored to each business’s specific needs. Interested users can request a demo to see how DealHub can be adapted to their sales process.
2. PandaDoc
PandaDoc is a document automation platform designed for businesses to create, send, track, and e-sign quotes, proposals, and contracts efficiently. It’s ideal for businesses seeking to streamline their document workflows and improve sales efficiency.
Top Features:
- Drag-and-drop document editor with 750+ customizable templates.
- Real-time tracking of document views, comments, and e-signatures.
- Native CRM integrations with Salesforce, HubSpot, and other systems.
Why Users Like It:
Users appreciate PandaDoc’s simplicity and speed in creating professional documents. The platform’s real-time tracking and e-signature features help close deals faster, while CRM integrations allow seamless data syncing. Customizable templates save time and ensure consistency, making the tool highly efficient for small and large teams.
Pricing:
- Starts at $19/user/month.
3. Proposify
Proposify is a software designed to help businesses quickly create, track, and sign winning proposals. It is ideal for teams that need professional, branded sales documents and want to improve their close rates.
Top Features:
- Drag-and-drop templates for creating branded, customizable proposals.
- Real-time tracking of document engagement and e-signature capabilities.
- Centralized content library with reusable templates to speed up proposal creation.
Why Users Like It:
Proposify is praised for its ease of use, especially when creating professional proposals in minutes. The software’s real-time tracking and CRM integrations allow sales teams to manage the entire proposal lifecycle efficiently. Users also appreciate the platform’s ability to eliminate errors through data syncing and approval workflows, which enhances their overall sales process.
Pricing:
- Starts at $35/user/month.
4. QuoteWerks
QuoteWerks is a quoting and proposal software designed for businesses that need to create, deliver, and track sales documents efficiently. It’s particularly well-suited for organizations looking for a CPQ solution with deep CRM and accounting integrations.
Top Features:
- Over 55 integrations, including CRM and accounting tools.
- Real-time notifications when quotes are viewed.
- Electronic signature support and integrated payment collection.
Why Users Like It:
Users appreciate QuoteWerks for its robust integrations and ease of use in creating professional quotes quickly. The platform’s real-time notifications and centralized document storage improve visibility and reduce errors, making it easier for sales teams to manage their pipeline and close deals faster.
Pricing:
- Starts at $15/user/month.
5. Qwilr
Qwilr is a web-based proposal and quoting software that allows businesses to create interactive, visually engaging proposals. It’s perfect for sales teams looking to impress clients and speed up deal closures with dynamic, trackable proposals.
Top Features:
- Create interactive, web-based proposals with real-time updates.
- Integrated payments and e-signatures for seamless transactions.
- Detailed buyer engagement analytics, including time spent on each section.
Why Users Like It:
Qwilr stands out for its unique approach to proposals, allowing users to send interactive, trackable documents that update in real time. Users love the detailed analytics that offers insights into how prospects engage with their proposals, helping to tailor follow-ups and improve close rates. The ability to collect payments directly from proposals also simplifies the sales process.
Pricing:
- Starts at $35/user/month.
6. Better Proposals
Better Proposals is an intuitive proposal software designed to help small businesses, freelancers, and agencies create visually appealing, professional documents. It’s ideal for those looking to smoothen their proposal process and leave a lasting impression on clients.
Top Features:
- Easy-to-use editor with real-time document preview and customizable templates.
- Legally binding e-signatures and document tracking.
- Integration with popular CRMs and payment systems for seamless workflows.
Why Users Like It:
Users love Better Proposals for its clean, professional design that elevates the quality of their proposals. The platform’s ability to track when documents are opened and read helps small business owners follow up more effectively. The intuitive editor, combined with responsive customer support, makes it easy to create and send impressive proposals in minutes.
Pricing:
- Plans start at $19/user/month.
7. HubSpot Quoting Software
HubSpot CPQ is designed for businesses that want to optimize the process of creating quotes directly within HubSpot Sales Hub. It’s an excellent choice for small to mid-sized companies looking for a quoting solution that integrates seamlessly with HubSpot’s CRM.
Top Features:
- Generate quotes directly from HubSpot CRM with real-time deal tracking.
- Collect payments and signatures from within the quote.
- Customize quotes with templates and branding options.
Why Users Like It:
Users appreciate the simplicity of creating quotes within the HubSpot CRM, allowing for a smooth, unified sales workflow. The ability to integrate quotes with HubSpot’s marketing and sales tools helps keep data consistent across teams, making it easier to track and manage the entire sales process.
Pricing:
- HubSpot Quotes is part of HubSpot’s Sales Hub, with pricing starting at $20/month.
8. Quoter
Quoter is a cloud-based quoting software designed to help businesses automate their quote-to-cash process. It is ideal for small to mid-sized businesses looking to simplify their sales operations and eliminate bottlenecks in the quoting process.
Top Features:
- Automated quote-to-cash workflows with optional items and upsell opportunities.
- Real-time client engagement tracking and integrated e-signatures.
- Unlimited user pricing with CRM, accounting, and payment integrations.
Why Users Like It:
Users appreciate Quoter for its ability to automate the quoting process, saving time and reducing errors. The platform’s integration with CRMs and other business systems allows for real-time tracking and simplifies approvals, making it easier to close deals faster. The unlimited user pricing model is another standout feature, helping businesses scale without extra costs.
Pricing:
- Starts at $119/month.
9. Salesforce CPQ
Salesforce CPQ is designed for businesses that want to improve their configuration, pricing, and quoting process. It’s ideal for mid-to-large companies that need a robust tool integrated into their CRM to manage complex product bundles and pricing rules.
Top Features:
- Guided selling and product bundling for quick, accurate quotes.
- Automated discounting rules and margin protection with approval workflows.
- Real-time dynamic pricing based on product selection and conditions.
Why Users Like It:
Salesforce CPQ is praised for its seamless integration with Salesforce CRM, which allows sales teams to manage everything from lead generation to quoting in one system. Users appreciate the product configurator, approval workflows, and automation features that reduce errors and accelerate deal closures.
Pricing:
- Starts at $75/user/month for the basic CPQ package. Advanced features available at $150/user/month.
10. Freshsales
Freshsales Quotes is part of the Freshsales CRM, designed to help small to mid-sized businesses generate and manage quotes directly within the CRM. It is ideal for sales teams looking to expedite their quoting process while keeping track of customer interactions.
Top Features:
- Create and manage quotes within Freshsales CRM.
- Automate customer data entry and track deal progress.
- Integrated with other Freshworks products for a seamless sales workflow.
Why Users Like It:
Users appreciate the simplicity and seamless integration of Freshsales Quotes with their existing CRM. It allows for easy tracking of quotes within the sales pipeline, reducing the need for external tools and improving sales efficiency.
Pricing:
- Available as part of the Freshsales CRM suite, starting at $9/user/month.
11. Zoho Quoting
Zoho CRM Quotes is a built-in quoting solution that allows businesses to create and manage quotes within their CRM. It is ideal for small to medium-sized businesses looking for an affordable, integrated CRM and quoting tool.
Top Features:
- Create and send quotes directly from Zoho CRM.
- Convert accepted quotes into invoices and sales orders.
- Track customer interactions and manage the entire sales cycle from one platform.
Why Users Like It:
Users appreciate the seamless integration of quoting functionality with Zoho CRM, which allows them to manage customer data, quotes, and invoices in one place. The automation features also help to reduce manual work and improve accuracy.
Pricing:
- Zoho CRM starts at $14/user/month, with the quoting feature included in higher-tier plans.
12. Nusii
Nusii is a proposal software aimed at freelancers, small businesses, and agencies. It allows users to create, send, and track proposals quickly, helping businesses win more deals with minimal effort. With Nusii, users can customize proposals with templates, branding, and reusable content to refine the proposal creation process.
Top Features:
- Customize proposals with branding and use your own domain.
- Track proposal activity with notifications when a client opens or interacts with the proposal.
- Use reusable content blocks to save time on frequently used sections.
Why Users Like It:
Users love Nusii for its ability to create professional, branded proposals with minimal effort. The notifications feature helps users follow up at the perfect time, and the reuse of past content saves valuable time. The tool’s simplicity is a favorite among freelancers who need to work efficiently without a steep learning curve.
Pricing:
- Starts at $29/month for freelancers.
- Team plan at $49/month for 3 users.
13. Xero Quotes
Xero Quotes is ideal for small businesses and accounting professionals who want to create and manage quotes within a broader financial management platform. Integrated within Xero’s accounting software, it allows users to streamline their sales and invoicing processes seamlessly.
Top Features:
- Create, send, and track quotes within Xero’s accounting platform.
- Convert accepted quotes into invoices with a single click.
- Customize quotes with templates and branding.
Why Users Like It:
Users appreciate Xero’s integration of quoting with their broader accounting and invoicing tools. The ability to handle quotes and financial tasks in one system simplifies workflows and improves efficiency for small business owners.
Pricing:
- Available as part of Xero’s broader accounting plans, starting at $15/month.
14. Scoro
Scoro is an all-in-one work management software ideal for businesses that need to manage projects, finances, and sales in a single platform. Particularly useful for consultancies and agencies, Scoro combines quoting, project management, and financial tracking into one cohesive system, streamlining the sales-to-delivery process.
Top Features:
- Create and manage quotes within the same platform as projects and finances.
- Integrate resource planning, project timelines, and financial reports.
- Collaborate across teams with centralized data and task management.
Why Users Like It:
Users appreciate Scoro for its ability to combine project management, sales, and financials into one platform, eliminating the need for multiple tools. Its real-time resource planning and financial tracking give businesses full visibility into their operations, helping them make informed decisions and improve profitability..
Pricing:
- Pricing starts at $26/user/month.
15. Bidsketch
Bidsketch is a proposal software designed to help sales teams and freelancers create persuasive proposals quickly. It’s ideal for businesses looking to improve client engagement with custom landing pages and e-signature functionality.
Top Features:
- Reusable proposal templates to save time and ensure consistency.
- Client landing pages for a professional presentation and easier approval process.
- Optional fee and up-selling options to increase revenue by offering clients additional services.
Why Users Like It:
Users appreciate Bidsketch for its time-saving features, such as reusable templates and instant notifications when clients view or approve proposals. The ability to include optional fees for up-selling has been a game-changer for many, helping increase revenue by 32% on average. Clients also love the professional look of custom landing pages.
Pricing:
- Bidsketch Pricing starts at $29/month.
16. iQuoteXpress (IQX)
IQX is a solution designed to refine sales proposal creation and quote management for small to mid-sized businesses. It provides a flexible and customizable platform with various pricing tiers to suit different business needs.
Top Features:
- Dynamic product catalog and relational product trees.
- Integrate with Outlook 365 and Gmail.
- Multiple pricing lists, approval systems, and discount management.
Why Users Like It:
Users appreciate IQX for its easy setup, customizable features, and the ability to track proposal interactions. The tool is especially favored for improving sales efficiency by automating quote creation and management.
Pricing:
- Standard Plan pricing starts at $39/user/month.
17. Conga
Conga is a robust document automation platform designed for businesses that need to automate their document generation, quoting, and contract lifecycle management processes. It’s best suited for mid-sized to large organizations that require complex configuration and pricing options.
Top Features:
- Automated document generation for proposals, quotes, and contracts directly within CRM.
- Advanced approval workflows to ensure compliance and minimize deal friction.
- Flexible pricing models including usage-based and tiered pricing structures.
Why Users Like It:
Users appreciate Conga for its seamless integration with Salesforce, allowing sales teams to manage everything from quoting to contract management in one platform. Its advanced automation features, like dynamic pricing and approval workflows, make it easier for businesses to close complex deals faster and with fewer errors.
Pricing:
- Custom pricing for custom solutions.
18. Tacton
Tacton is specifically designed for manufacturing companies that need to configure complex products. It offers advanced product configuration, pricing, and quote generation capabilities, making it a robust solution for businesses in industrial sectors.
Top Features:
- Advanced product configuration for complex manufacturing setups.
- Dynamic pricing and discount management based on real-time configurations.
- 3D product visualizations to enhance the quoting process.
Why Users Like It:
Tacton is highly valued in the manufacturing industry for its ability to handle complex configurations with ease. The platform’s 3D product visualization feature, combined with real-time pricing, helps companies reduce errors and improve the accuracy of their quotes, leading to more effective sales processes.
Pricing:
- Custom pricing based on business size and complexity.
19. Bitrix24
Bitrix24 is an all-in-one business platform that provides quoting capabilities integrated with its CRM and project management tools. It is ideal for small to medium-sized businesses that need an affordable, scalable solution for managing sales, tasks, and collaboration, all in one place.
Top Features:
- Create and track quotes directly within the CRM system.
- Manage leads, deals, contacts, and companies in one platform.
- Generate estimates, invoices, and integrate online payments.
Why Users Like It:
Bitrix24 is favored for its extensive range of features beyond quoting, including CRM, project management, and collaboration tools. Users appreciate that it offers a comprehensive solution without the need for multiple software subscriptions, all under one platform.
Pricing:
- Paid plans start at $49/month for advanced features.
20. Loopio
Loopio is an RFP (Request for Proposal) response platform designed to help businesses streamline and automate their RFP, security questionnaires, and proposal management processes. Ideal for teams looking to save time while improving the quality and consistency of their proposals, Loopio leverages AI to help automate responses.
Top Features:
- AI-powered automation for faster RFP and proposal drafting.
- Centralized content library for managing approved answers.
- Collaboration tools to engage SMEs (subject matter experts) and finalize responses.
Why Users Like It:
Users appreciate Loopio’s ability to speed up the RFP process, saving time while ensuring responses are accurate and compliant. The platform’s robust AI features and content library allow teams to handle large volumes of proposals with efficiency and ease.
Pricing:
- Custom pricing based on business needs. A demo is available upon request.
Choosing a Quoting Software
Choosing the right quoting software can significantly impact your business’s ability to win new customers and grow. As we’ve seen from the diverse options available, there’s no one-size-fits-all solution. The best choice for your company depends on your specific needs, budget, and existing tech stack. A lot of these platforms offer free trials – so consider taking them up on the offer!
When evaluating quoting software, consider these key factors:
- Ease of use and customization options
- Integration capabilities with your CRM and other tools
- Scalability to grow with your business
- Advanced features like e-signatures, analytics, and payment collection
- Price and return on investment
And remember, while some tools focus solely on quoting, others like DealHub offer both quoting and CPQ functionalities. This can be particularly valuable if you anticipate needing more complex product configuration capabilities in the future.
Ultimately, the right quoting software should streamline your sales process, reduce errors, and help your team close deals faster. By choosing wisely, you’ll equip your sales team with a powerful tool to impress clients and drive business growth.
| Software | Best For | Unique Features | Industry Focus | Pricing |
|---|---|---|---|---|
| DealHub | Mid to large businesses | CPQ functionality, Digital Deal Rooms, guided selling | All industries, complex sales | Custom pricing |
| PandaDoc | Small to mid-sized businesses | 750+ templates, real-time tracking, document automation | All industries | Starts at $19/user/month |
| Proposify | Small teams, sales professionals | Branded proposals, real-time tracking, centralized templates | Sales teams, agencies | Starts at $35/user/month |
| QuoteWerks | Businesses needing CPQ | 55+ CRM integrations, real-time notifications, payment collection | All industries, CPQ | Starts at $15/user/month |
| Qwilr | Creative businesses, sales teams | Web-based interactive proposals, integrated payments | Creative industries, sales | Starts at $35/user/month |
| Better Proposals | Small businesses, freelancers | Real-time document preview, customizable templates | Freelancers, agencies | Starts at $19/user/month |
| HubSpot Quotes | HubSpot CRM users | Real-time deal tracking, payment collection, CRM integration | Small to mid-sized businesses | Part of HubSpot CRM suite |
| Quoter | Growing SMBs | Automated quote-to-cash, unlimited user pricing | Small to mid-sized businesses | Starts at $129/month |
| Salesforce CPQ | Large enterprises | Dynamic pricing, approval workflows, product bundling | Enterprise-level, complex sales | Starts at $75/user/month |
| Freshsales Quotes | SMBs using Freshworks | CRM integration, deal tracking | Small to mid-sized businesses | Part of Freshsales CRM |
| Zoho CPQ | SMBs looking for affordable CRM | Integrated CRM and quoting, quote-to-invoice capabilities | Small to mid-sized businesses | Starts at $14/user/month |
| Nusii | Freelancers, small agencies | Notifications, reusable content blocks, custom branding | Freelancers, creative agencies | Starts at $29/month |
| Xero Quotes | Small businesses, accountants | Integrated with Xero accounting, quote-to-invoice conversion | Small businesses | Starts at $15/month |
| Scoro | Consultancies, agencies | Project management, financial tracking, resource planning | Agencies, consultancies | Starts at $26/user/month |
| Bidsketch | Sales teams, freelancers | Reusable templates, custom landing pages, up-selling options | Freelancers, small businesses | Starts at $29/month |
| iQuoteXpress | SMBs needing CPQ | Relational product trees, multiple pricing lists | Small to mid-sized businesses | Starts at $39/user/month |
| Conga (Octiv) | Large enterprises | Document automation, advanced workflows, flexible pricing | Enterprise-level | Custom pricing |
| Tacton CPQ | Manufacturing companies | 3D product visualization, advanced product configuration | Manufacturing, industrial | Custom pricing |
| Bitrix24 | Small to mid-sized businesses | CRM integration, quote-to-invoice capabilities | SMBs, cross-functional teams | Starts at $49/month |
| Loopio | Large businesses handling RFPs | AI-powered RFP automation, centralized content library | Enterprise-level | Custom pricing |
Rhonda Bavaro excels in boosting SaaS companies’ growth through innovative content marketing, thriving in the dynamic sales tech industry amidst evolving technologies that drive revenue acceleration.
