10 best quoting software tools to close deals fast and effortlessly

In a fast-paced sales environment, a successful business can close multiple deals each day, especially with the best quoting software on its side.

For savvy reps working all the angles to maximize profit, such solutions often come in handy.

Sales quoting software tools allow you to design sales documents like quotes and proposals and send them to clients quickly and easily.

Most also offer different optimization capabilities by allowing you to create templates, establish workflows, and integrate with CRMs to centralize your entire sales process.

So, what is the best quoting software right now?

Let’s go over some of our favorite solutions.

Where we got our data for this article

We sourced the information you’re about to read from 1.34 million page views of data.

We also thoroughly tested the solutions below ourselves, fully evaluating what each product has to offer and how well it performs.

To ensure we’re not relying solely on our own experiences and opinions, we incorporated info from software review websites as well as the websites of the tools covered in the article.

Finally, to gauge user sentiment, we carefully researched real-life reviews posted on the trusted websites Capterra, TrustRadius, and G2.

Where available, we’ve also linked to relevant statistics and research.

What is quotation software?

Quotation software, also referred to as configure-price-quote (CPQ) software, allows you to quickly generate quotes and proposals for review by potential customers and established clients.

Generally, there are two types of quoting tools: quote building software and compilers.

Builders are equipped with a suite of tools that allow you to design and create proposals using blocks, layouts, and tables.

They may also incorporate images, video, and other forms of multimedia that you can use to make your sales proposals more appealing to customers.

These quotation tools provide a greater level of customization but are also more hands-on.

By contrast, a compiler quote program enables you to select the products that you want to include and then generates a pre-designed quote based on your selection.

Design options for the resulting proposal (the compiler output) are often more limited, but, on the upside, you can create quotes very fast.

You can also find quoting tools that offer a middle ground.

For example, admins can use a document builder to create pre-designed proposal templates that match your brand identity and then lock those formats.

When sales reps use them to generate quotes, all they need to do is add the products to the pricing table to create a neat and tidy proposal that’s optimized to win deals.

Your quoting tool might also double as quote management software, which you can use to store, edit, and eSign documents, but this will vary based on the service you use.

1. Salesforce CPQ

Our rating: 4.7/5

G2 rating: 4.2/5

Standout features: Guided selling, pricing engine, automated renewals, pricing analytics

Pricing: CPQ at $75/user/month, CPQ Plus at $150/user/month. Currently, Salesforce CPQ offers only two pricing tiers.

G2 review: “[Salesforce] CPQ reduces wasted time and helps us work more efficiently. It simplifies processes like submitting proposals and because it integrates with Salesforce CRM, all this information is easily accessible from anywhere, including mobile devices, which is extra handy for our on-the-go sales teams.”

Summary

We all know about Salesforce: It’s one of the biggest players in the enterprise software industry.

In fact, when it comes to CRMs, Salesforce has a larger market share than its most fierce competitors, Microsoft, Oracle, SAP, and Adobe, combined.

With its extensive experience in CRM and a lot of automation knowledge, Salesforce has managed to create a great CPQ platform with some incredibly useful functionalities.

Salesforce CPQ is now a part of the Salesforce Revenue Cloud and enables you to create quotes and proposals with just a few clicks. You can also help your reps select the right products and services with an intuitive configuration wizard.

They can also model different deal scenarios for complex quotes and use a single unified pricing engine. This can help them prevent price discrepancies between invoices, orders, and quotes.

Here’s how to create a new opportunity in Salesforce CPQ:

Within the opportunities you create, you can add, populate, and save new quotes.

Another interesting feature is the Automated Renewals that allow your salespeople to proactively generate renewal quotes and send them to customers at just the right time.

All of these workflows and features come with a hefty price tag.

Even the most cost-effective plan will cost you $75 per person every month.

As a result, Salesforce CPQ is generally not suitable for small businesses — or, at least, it’s not the most cost-efficient quoting software out there.

Quick sidenote

Salesforce is most known for its CRM, which is baked into much of its product offering.

If you love Salesforce but aren’t a fan of Salesforce CPQ, keep in mind that PandaDoc integrates perfectly with Salesforce.

It’s never been easier to combine your tech stack and work with the tools you love.

Need more info on this tool? Check out our Salesforce FAQ.

2. PandaDoc

Our rating: 4.9/5

G2 rating: 4.7/5

Standout features: Template and content libraries, interactive quotes, advanced document analytics, team collaboration.

Pricing: Free eSign for as many documents as you like, Essentials at $19 month/user, Business at $49 month/user, Enterprise (custom price).

G2 review: “PandaDoc is affordable and easy to use. Even our least internet-savvy customers have had no problem signing documents and making payments through PandaDoc. It is easy to import documents and set up a wide variety of fields for the customer to complete including text fields, signature, and date. We are easily able to track customer progress and search historical documents. Best of all, all of the features we need the most in our small RV inspection business are included in the free version of the software.”

Summary

We might be biased here but, after years of perfecting our software, we feel like we can add PandaDoc to this list of the best quote management software — and for good reason!

The solution allows you to streamline your sales process and make the entire experience of creating sales quotes and proposals fun.

Yep, even those advanced quotes that take hours to create.

Here’s how this looks like in the platform:

In fact, in one recent month alone, more than 700 accounts used our advanced quote functionality — and, overall, more than 14,000 accounts have used at least one of its features (catalog, CRM integrations, or pricing tables).

Regardless of their level of familiarity with tech software, your sales reps will find it easy to adapt to our intuitive, user-friendly interface.

Using a simple drag-and-drop editor, you can create, send, and eSign your online quotes with ease.

Check out our mini-course and workshop on building quotes for more information on how to build powerful proposals that sell like hot bread.

The platform’s quoting tools also give your customers the power of choice.

With the help of our interactive pricing table, your customers will be able to change quantities, select from different options, and even chat with you if they have any questions.

And, once the quotes are sent, you can track them with our advanced analytics.

Receive notifications when your prospective customers view, open, or sign your document!

3. Qwilr

Our rating: 4.5/5

TrustRadius rating: 8.6/10

Standout features: Interactive landing pages, templates, and modular blocks

Pricing: Business at $35/month and Enterprise at $59/month for a minimum of 10 users

TrustRadius review: “Qwilr is being used by our sales planning department and it is a great solution to help us untangle media proposals on [sic] a fast and creative way. Before Qwilr we had to depend on our design team in order to create beautiful presentations for our clients, ever since we started using it our delivery time became 50% faster and our clients have given us only positive feedback.”

Summary

Appearances play a major role when sending sales proposals. Potential clients love to see you making an effort and going the extra mile to provide them with a well-designed proposal.

Qwilr is a proposal software solution that’s all about appearances and ease of use.

Unlike other sales quoting software, instead of providing you with a PDF or Word document, Qwilr gives you an interactive, mobile responsive web page.

That’s right!

When your client receives a proposal using the Qwilr online quoting software, they get a dynamic web page, not a regular old document.

On this web page, you can embed all kinds of content, including Google Maps, videos, calendars, etc. Here’s how this looks in Qwilr’s editor:

Your shared documents are interactive, where users can be active participants in the quoting process.

They can choose from various options, accept, and give you their electronic signature in seconds.

One issue with Qwilr is the fact that a lot of clients still prefer regular PDF documents.

The platform has built-in functionality to allow your clients to download a PDF version of your proposal or quote (though sharing via web is highly recommended).

4. Quotient

Our rating: 4.3/5

G2 rating: 4.7/5

Standout features: One-click quote acceptance, dashboard, user chat

Pricing: One-man band at $25/month, 1 user only, Business time at $45/month, 2-5 users

G2 review: “Easy to use, but it’s not for everyone. Quotient gave us a simple interface that perfectly fits with our business model. It’s simplified, easy to work with, and is extremely convenient.“

Summary

Unlike some other entries on this list, Quotient isn’t a proposal automation or document management system.

This software solution focuses solely on creating and sending simple, streamlined proposals to clients in just a few clicks.

Quotient makes creating quotes fairly easy: All you need to do is choose your items, add images, files, and links, and you’re ready to send. It’s all very simple and intuitive:

Simply start typing your prospect’s name/email, and the app will autocomplete the field if you have them in your contact list.

Once the customer receives the quote, they can engage in a conversation and discuss the terms of the proposal with you.

They can then accept the quote with one click of a button after which the quote becomes legally binding.

An obvious downside to Quotient is the fact that you can’t use elaborate proposal templates or content libraries.

You also can’t create other types of documents which may be a dealbreaker for companies that are looking for an all-in-one solution for all of their sales documents, rather than simple sales quote software.

5. QuoteWerks

Our rating: 4.3/5

TrustRadius rating: 9.1/10

Standout features: Auto-populate, grouping items that are frequently sold together

Pricing: Standard at $15/user/month, Professional at $21/user/month, Corporate at $30/user/month

TrustRadius review: “QuoteWerks is, in theory, the best quoting tool on the market today. Quotes can be used from many customizable templates that QuoteWerks provides us with according to our requirements. It has an amazing integration feature with excellent third-party software (e.g., ConnectWise, which saves us a lot of time and money). QuoteWerks is the best ally for us to have everything in order and be able to send all our already quoted documents smoothly and make our clients feel satisfied.”

Summary

QuoteWerks takes a simple approach to creating professional quotes.

The app runs locally on your PC and it features the familiar Windows interface.

Essentially, QuoteWerks works the same as most other RFP and quoting software — it allows you to integrate with your CRM to get user details, create a proposal using their builder, customize the template to fit your brand, and send it to the client with interactive quotes.

What separates QuoteWerks from all tools on this list is the simplistic interface.

Working in QuoteWerks feels like you’re working on a Windows-default platform: lots of data, tables, columns, and tabs.

While some users might feel at home with this interface, here at PandaDoc we’re all about usability and the latest UX trends.

That’s why we feel this app isn’t as intuitive and modern as other quotation software we’ve reviewed — not to mention that you won’t have a content library to make your documents truly stand out.

6. Nusii

Our rating: 4.3/5

Capterra rating: 4.8/5

Standout features: Variables, interactive pricing

Pricing: Freelancer ($29/month for a single user), Professional ($49/month), Business ($129/month)

Capterra review: “Pros: 1) Can save templates and sections 2) Ingrates with stripe payment gateway that helps to collect partial one-off prepayment 3) Lately, they have increased the speed of integration; loving that — very useful to improve the workflow. Cons: I have been using it for more than 2 years… Sometimes the speed of new features might be slow as it is a one-man company. But it doesn’t affect as such as mainly because everything that is promised, just simply works“

Summary

Nusii is a simple quoting solution with powerful templates that can make your proposals look about as professional as you can get.

You can use these templates to insert various engaging elements like videos, pictures, and interactive pricing tables.

You can save any element you create and use it later on, for the same or different client. Here’s how this looks like for sections:

The templates are also immersive and well-designed.

Nusii also offers variables to make sending quotes quicker and safer. In other words, you can create a quoting document and simply edit variables such as client name, address, company name, etc., to avoid making any mistakes and sending a document with the wrong information.

If you care deeply about the environment, you’ll also be happy to know that, as a part of their partnership with Stripe, Nusii donates 1% of all revenue to carbon removal technologies.

A lot of reviewers, however, highlight the lack of editing capabilities as a big downside.

7. Scoro

Our rating: 4.2/5

Capterra: 4.6/5

Standout features: Billing automation, dashboard, work management

Pricing: Essential at $26/user/month, Standard at $37/user/month, Pro at $63/user/month, Ultimate (custom price)

Capterra review: “The software has completely changed our efficiency and allowed us to turn around quotes much faster. We know at just about any given time where our projects are from a cost perspective and where are [sic] margin will end up. It has been a very positive change and we could not do business without Scoro at this point.”

Summary

Scoro is much more than quoting software. It’s a complex solution that lets you automate quoting, billing, projects, clients, and invoicing.

The platform even has project management capabilities like time tracking, placing it amongst the best quoting and invoicing software on the market.

You can plan and prioritize your work, manage time with calendars and a built-in time monitor, and get a better overview of billable and non-billable hours.

You can also see everyone’s individual capacity in real time and ensure that everyone is able to focus on the most impactful tasks for the organization.

With Scoro, you can simplify quoting using client profiles, predefined services, standard quotes, and other features that help streamline the sales cycle. Here’s what the dashboard looks like:

Once a client accepts a quote, you can create customizable invoices based on these quotes.

Unfortunately, Scoro is limited when it comes to templates and innovative content (such as templates for remote teams, for example).

Because the app tries to do so much, it’s hardly a focused quote and invoicing software solution. It tries to compete with solutions like PandaDoc and Salesforce CRM at the same time while not beating either. Maybe having a narrower focus rather than trying to be a jack-of-all-trades is sometimes a good thing?

8. Responsive (formerly RFPIO)

Our rating: 4.2/5

G2 rating: 4.6/5

Standout features: AI recommendation engine, ROI insights, Q&A

Pricing: No pricing information on their website

G2 review: “It has been immensely useful to have one place where workers can obtain the most up-to-date and reliable information. The tool includes a moderated library of Q&A pairs, allowing your subject matter experts to quickly submit the best response for their segment. […] When using RFPIO, it can be difficult to bring new users into the application, as well as to get more than one program manager.”

Summary

Responsive (formerly RFPIO) is an RFP response and proposal creation tool that allows your sales team to quickly and easily create even the most complicated proposal.

All you need to do is import the document — Word, PDF, or Excel — work on it, and then export content back into the original document.

One of the most often mentioned features on review websites is the Answers library, the hub for Q&A pairs and communication that enables your team to get the most relevant information quickly.

Responsive’s unique selling proposition (USP) is the AI-powered recommendation engine that can help you quickly answer questions and add the right contributors.

The app also provides integrations with a lot of the most popular platforms, including Slack, Salesforce, Google Chrome, Microsoft Azure, and others.

And, if you don’t find what you’re looking for, you can contact the developers to build your own integrations using their open API. That’s not something that small teams would have the capacity to do, but for enterprises with their own development team, it’s an option worth considering.

However, Responsive falls short when it comes to document creation, particularly as far as templates are concerned.

The software is mostly designed for companies who are responding to RFPs rather than sending other types of quotes.

If you’re sending customized proposals for different kinds of services and clients, Responsive probably isn’t the quote tool you’re looking for.

9. Bidsketch

Our rating: 4.1/5

Capterra rating: 4.3/5

Standout features: Landing pages, next steps

Pricing: Solo at $29/month for a single user, Team at $79/month for up to 3 users, Business at $149/month for up to 8 users

Capterra review:“It’s been a pleasure to work with Bidsketch so far. Sending and getting proposals signed has been smooth sailing from the moment I started using it. My customers have not had any issues signing or filling out the proposals either. It’s a win-win.”

Summary

Bidsketch is a proposal software solution that targets small businesses.

Although its interface is a bit outdated, it offers solid templates, an intuitive interface, and allows you to embed any content you want (or add a link to any content already online somewhere else).

Here’s how the platform looks:

The quoting software for a small business also enables you to send interactive landing pages to clients rather than the same old boring PDFs and Word documents, or going back and forth via email for comments and approvals.

With Bidsketch, your clients will instantly know what they need to do next once they approve your quote.

Integrations and an outdated UI are areas where Bidsketch could improve, as demonstrated by many user reviews.

10. Bitrix24

Our rating: 4.0/5

G2 rating: 4.1/5

Standout features: Integrations, CRM

Pricing: Free, Basic at $61/month), Standard at $124/month, Professional at $249/month, Enterprise at $499/month

G2 review: “Bitrix24 is the inexpensive CRM control option we are all trying to search. It’s not enough to be a complete elitist who knows very much, but a boss to get everything you need without making as much noise as the rest. Bitrix24 has been reported to be a stable and scalable CRM device. […] If the interface were updated to help understand the software, we would feel better. The software is not difficult, but it does not have its full capacity on the interface for us.”

Summary

Bitrix24 is much more than a quoting software solution. It’s a complex CRM, internal communications, and project management tool that allows you to manage multiple aspects of your business at once.

For starters, you’ll notice that they offer several plans at various price points. Depending on your needs, you can pick the plan that best suits you.

Within their CRM solution, you’ll find a lot of features like invoicing, sales pipelines, and quoting tools.

However, the quoting features of their CRM solution could use some improvements and so could the entire proposal management process.

Creating documents, sending them to clients, and tracking analytics isn’t nearly as streamlined and intuitive as with some of the other solutions on this list. Here’s what the document dashboard looks like:

In other words, nothing to write home about.

Things to consider when choosing the best quote software for your company

Choosing between all the quote builder software options can be challenging, especially when so many have the same features.

However, there are several elements to consider before you make a decision:

Customizable templates

While many quoting tools offer templates, not all allow customization or changes without extra fees.

Choose software that lets you personalize docs at no additional cost, giving you control to tailor a template according to client-specific needs and ensuring your quotes are always relevant and detailed.

Available integrations

Your quoting software should make your life easier, not harder.

Select quoting software that easily integrates with your current tools, such as CRM systems and payment gateways, to streamline creating sales documents.

This connection automates getting customer data into quotes, saving time and reducing routine work, allowing you to focus on more critical tasks.

Collaboration features

Teamwork makes the dream work, as they say.

When choosing between quote software options, select the one that best promotes team collaboration as a reality you and your team can utilize every day.

This feature allows for peer review, reducing errors and refining quotes before they reach clients.

Additionally, look for software that supports inline comments and approval controls, enabling multiple team members to review quotes.

Strong security

Prioritize robust security features like access control, encryption, and isolated environments when selecting software.

Verify security certifications (e.g., SOC Type II) and compliance with regulations like GDPR and HIPAA.

In demos, inquire about data storage, processing practices, and emergency support availability.

Where is their data stored and processed? What data centers and cloud solutions are they using? If the sales reps don’t know the answers to these questions, that’s a bad sign.

For example, PandaDoc is clear where data is stored and processed, and uses AES-128 encryption for your document data and employs encrypted automated backups.

Budget and requirements

Pricing structures can be a complicated minefield to navigate.

Carefully examine each option’s price points and what’s included for the cost — some platforms list their pricing as monthly and then you can only make a yearly payment.

Others charge per user or an initial setup fee.

Select payment schedules you’re comfortable with, and scrutinize the fine print to avoid unwanted long-term commitments — being thorough upfront can prevent surprises and ensure the software meets both your financial and functional needs.

Cloud and web-based software

There are many advantages to choosing online cloud-based software.

It enables you to work from anywhere, because all your documents and data are stored in the cloud and accessible from any device with an internet connection.

Free trials

Most software vendors offer a free trial, and it’s well worth taking advantage of this option.

Although you may not get to try the full spectrum of features for free, you can certainly get a good feel for the product.

If you have any questions about how the features work, compile a list and go through it with the vendor.

And if you realize that the product isn’t right for your business, there’s no obligation to sign up.

24/7 customer support

Although the majority of modern software is easy to install and use, your vendor must offer reliable support if you need it.

This includes help with onboarding and training, and quick action if you encounter any problems with its features, updates, or security.

Again, it’s helpful to look at reviews from current users to see which vendors offer the best customer service in alignment with your expectations.

At PandaDoc, we’ve found that digital support works very well — we can view your details easily, keep records in one place, and offer live troubleshooting with screen share if necessary.

And we can always enhance that level of service with options for premium support as well as having your own dedicated customer success manager.

Pick the right software to create beautiful, sales-optimized quotes

Depending on your needs and what you’re willing to pay for quoting software, you’ll likely find some of these options more appealing than others.

In our (humble, we know!) opinion, nothing will give you more bang for your buck than PandaDoc.

With hundreds of templates to choose from, eSign capabilities, CPQ features, workflow automations, and document analytics, the platform does a lot at a very affordable price.

Sign up for a free trial and take your quote management to the next level!

Frequently asked question

• What should you include in a quote?

  The exact details of your quote can vary depending on your client and the nature of your business. However, it’s generally accepted that a quote or proposal should contain the following:

  • • Business details such as company name and location

  • • A detailed breakdown of costs and deliverables

  • • Deadlines or schedule of work

  • • Legal terms and conditions

  • • Preferred payment methods

  • • An eSignature option

• How do you make an online quote?

  Some of the tools we mentioned above allow you to create quotes that are hosted online and open to client interaction. These include PandaDoc, Qwilr, and Nusii which all generate pages or documents that the client can comment on or sign.

• Which software is best for quote generation?

  In our opinion, you can’t get a better tool than PandaDoc.

  It’s an all-in-one solution that takes care of the entire process, from quote creation with impressive templates to tracking analytics.

Disclaimer

PandaDoc is not a law firm, or a substitute for an attorney or law firm. This page is not intended to and does not provide legal advice. Should you have legal questions on the validity of e-signatures or digital signatures and the enforceability thereof, please consult with an attorney or law firm. Use of PandaDoc services are governed by our Terms of Use and Privacy Policy.

Originally published September 12, 2022, updated May 8, 2024