Creating accurate and professional quotes is a critical part of any sales process. Businesses, especially those in B2B sectors, need reliable quoting software to streamline pricing, proposals, and client communication. The right quoting tool not only saves time but also enhances customer experience, reduces errors, and accelerates deal closures.
These platforms typically integrate with CRMs, automate workflows, and support real-time collaboration, making it easier to manage complex pricing models and approval processes. Whether you’re a freelancer, small business, or enterprise, choosing the right quoting software can significantly impact your sales efficiency and overall growth in a competitive marketplace.
In this blog, we will take a look at 10 Best Quoting Software Tools and Solutions.
What is quotation software?
Quotation software, also known as quoting or proposal software, is a digital tool designed to help businesses generate accurate and professional price quotes for their products or services. It streamlines the process of creating, managing, and sending quotes to clients, reducing manual effort and minimising errors. These platforms often include features like customisable templates, automated pricing calculations, product/service catalogs, tax configurations, and e-signature capabilities.
Modern quotation tools integrate with customer relationship management (CRM) systems, accounting platforms, and inventory software, allowing for seamless data flow and improved sales efficiency. They enable sales teams to respond quickly to customer inquiries with polished proposals, often including visuals, terms, and payment options. This not only enhances the customer experience but also helps close deals faster.
Quotation software is essential for businesses that handle frequent or complex pricing scenarios, offering scalability, consistency, and professionalism across all quoting and proposal activities.
List of 10 Best Quoting Software Tools and Solutions
1. PandaDoc
PandaDoc combines documented quoting, proposal writing and eSignature to help simplify the sales process. With its quoting feature, users can easily make, send and manage good-looking quotes. Using PandaDoc, users can quickly build correct documents using ready-made templates, move prices with drag and drop and collaborate in real time.
Because the platform connects to HubSpot, Salesforce and Zoho, you can automatically update and organize your data. With PandaDoc, you can keep an eye on quotes and how they are viewed by customers which assists sales teams by showing who is interested.
The website is simple to use on a mobile device. PandaDoc helps small businesses and large enterprises by providing secured eSignatures and powerful automation to speed up the sales process.
Key Features:
- Drag-and-drop quote builder
- Integrated eSignatures
- Real-time notifications for recipient activity
- Templates for contracts, proposals, and quotes
- Payment gateway integrations
- Document analytics and tracking
- Approval workflows and role-based access
- API and Zapier integrations
Cons:
- Can get expensive at scale
- Occasional syncing issues with CRMs
- Limited offline functionality
Best For: Sales and marketing teams want sleek, interactive quotes with digital signatures and tracking.
Pricing:
- Monthly
- Starter– $35/month
- Business– $65/month
- Enterprise– Custom Pricing
- Annually
- Starter– $19/month
- Business– $49/month
- Enterprise– Custom Pricing
2. QuoteWerks
Made for sales people, QuoteWerks is a tool designed for generating quotes and proposals. BizSky users may easily build detailed quotes, proposals and invoices using existing templates and a large selection of products.
QuickBooks, Sage and other accounting systems are fully compatible with this software. Real-time data from distributors provided by QuoteWerks ensures correct pricing. There is also advanced reporting, e-signature support and people can add on extra features for automation and cloud access if they prefer.
Since it is highly customisable and scalable, QuoteWerks helps large organisations manage sales quotes consistently and professionally through all reps.
Key Features:
- Template-based quote creation
- Connectivity with CRMs such as HubSpot, Zoho, and Salesforce
- Real-time pricing and product lookup
- Electronic signature support
- Automated quote-to-invoice process
- Reporting and analytics dashboard
- Supports recurring billing and leasing options
- Multi-currency quoting
Cons:
- Dated user interface
- Slight learning curve for new users
- Limited customisation without technical help
Best For: Small to mid-sized B2B sales teams needing robust integrations and recurring billing features.
Pricing:
- Monthly
- Standard Edition– $15/month
- Professional Edition– $21/month
- Corporate Edition– $30/month
- Annually
- Standard Edition– $13.75/month
- Professional Edition– $19.25/month
- Corporate Edition– $27.50/month
3. Proposify
Proposify blends the process of creating a proposal with generating quotes, helping to make sales documentation much faster. The user-friendly design makes it possible for users to make attractive, interactive quotes and proposals from a range of ready-made templates.
Real-time alerts from Proposify notify us when a client takes action, making sales follow-up easier. It works well with CRMs such as HubSpot and Salesforce, as well as with the payment processor Stripe. By offering eSignatures and workflow approvals, deals can be closed sooner and you can learn which parts engage your clients the best from the data analytics.
You can work with others on Proposify from any connected device quickly and easily. Agencies, companies using SaaS and consultancies will appreciate how this software brings together creativity, automation and improved sales efficiency.
Key Features:
- Professionally designed quote and proposal templates
- Interactive pricing tables
- CRM integrations with Salesforce and HubSpot
- Client-view notifications and engagement tracking
- Team collaboration tools
- Built-in eSignature capabilities
- Custom branding options
- Central content library
Cons:
- Higher-tier pricing may be steep for freelancers
- Limited offline editing
- Some features locked behind premium plans
Best For: Creative agencies and sales professionals who need high-impact proposals with design flexibility.
Pricing:
- Monthly
- Basic– $29/month
- Team– $49/month
- Business– $65/month
- Annually
- Basic– $19/month
- Team– $41/month
- Business– $65/month
4. Qwilr
Qwilr enables sales teams to turn a standard quote into an attractive, engaging proposal on the web. Using Qwilr’s modern, simple layouts and built-in price tables, making engaging quotes is quick and easy. Lost in the Marketing Platform means you can change prices, share rich media and track engagement as it happens.
This tool connects to well-known CRMs such as HubSpot, Salesforce and Pipedrive, so the sharing of data is always simple. Qwilr also makes it possible for teams to gather eSignatures and obtain payments without leaving the quote.
Because it is digital by design, customers enjoy better service and deals close more quickly. Qwilr works well for businesses and teams that value modern design and strong customer interaction by seamlessly connecting design with effectiveness.
Key Features:
- Beautiful, web-based quote documents
- Interactive pricing tables and videos
- Instant mobile and desktop preview
- E-signature and payment acceptance
- Analytics for document engagement
- Integrates with CRMs and Slack
- Custom domain and branding
- Smart templates with dynamic fields
Cons:
- More focused on design than complex configurations
- Limited offline access
- Pricing could be restrictive for freelancers
Best For: Design-conscious sales teams seeking visually stunning, web-based sales documents.
Pricing:
- Monthly
- Business– $39/month
- Enterprise– $59/month
- Annually
- Business– $35/month
- Enterprise– $59/month
5. Zoho CRM with Quote Module
Zoho’s CRM comes with a Quotes Module. Quotes are made easy with the dedicated module in Zoho CRM which allows users to develop sales quotes directly for leads, contacts or deals. With the tool, you can adjust prices, set tax rules, organise product descriptions and focus on quote structures.
It is fully integrated with Zoho Books, Zoho Inventory and Zoho Sign in the broader Zoho ecosystem. Clients are able to set up automatic quotes, send them personally to customers by email and always stay updated about their status.
These tools from Zoho allow you to track the number of quotes that result in deals and how far along your deals are. The Quotes module provides a convenient option for any small or medium business seeking both CRM functions and the power of on-the-spot quoting.
Key Features:
- Seamless integration with Zoho suite
- Quote generation linked to deals and contacts
- Product catalog with pricing rules
- Tax and discount automation
- Multi-currency support
- Workflow automation
- Real-time dashboard and reporting
- Email integration for quote sharing
Cons:
- Less advanced than dedicated CPQ tools
- Can feel limited for complex configurations
- Interface can be cluttered
Best For: Zoho users who want quoting built into their CRM ecosystem with minimal setup.
Pricing:
- Monthly
- Standard– ₹1,300/month
- Professional– ₹2,100/month
- Enterprise– ₹3,000/month
- Ultimate– ₹3,200/month
- Annually
- Standard– ₹800/month
- Professional– ₹1,400/month
- Enterprise– ₹2,400/month
- Ultimate– 2,600/month
6. Salesforce CPQ
Salesforce CPQ is a handy quoting platform from Salesforce that is built on their platform. With it, sales teams can customise products, set their prices and produce quotes in just a short time.
With the solution, you can guide the buying process, offer promotions, approve orders and create contracts. With Salesforce CRM, there are no pauses between lead, quote and closing for the sales team. Thanks to being online and mobile, Salesforce CPQ allows sales reps to carry out their work anywhere.
Because it can be tailored and expanded, it fits well with the intricate systems used by big enterprises. Thanks to automation and AI, Salesforce CPQ makes sales more reliable, faster and more profitable.
Key Features:
- Advanced quote configuration for complex pricing
- Automated approval workflows
- Native Salesforce CRM integration
- Subscription and usage-based billing
- AI-powered recommendations
- Real-time quoting and contract management
- Product bundling and discounting tools
- Scalable for enterprise use
Cons:
- Requires Salesforce ecosystem
- High cost for small businesses
- Needs technical expertise for setup
Best For: Enterprises with complex sales processes using Salesforce CRM.
Pricing:
- Revenue Cloud Advanced– $200/month
- Revenue Cloud Billing– Custom Pricing
7. Freshsales
As part of Freshworks, Freshsales supports generating, sending and tracking professional quotes. Deal or contact pages let users instantly generate quotes, speed up sign-off and keep track of their status. Freshsales allows users to keep their product list, adjust prices and oversee taxes.
Utilising FreshBooks and additional products helps the process of creating invoices. Because it is easy to use, relies on AI for lead scoring and includes sales automation, Pipedrive is popular with SMBs.
Along with tracking and analytics, Freshsales also handles email and provides a full sales CRM and quoting solution. It’s perfect for any business that wants a simple and unified approach to sales.
Key Features:
- Native CPQ (Configure, Price, Quote) module
- Auto-generated quotes and product catalogues
- Integrated CRM with deal tracking
- Email and call tracking
- Customisable quote templates
- Multi-currency and tax handling
- In-built analytics and reporting
- Mobile app support
Cons:
- CPQ features only on higher-tier plans
- Steeper learning curve for new users
- Limited third-party marketplace integrations
Best For: Growing businesses that need a combined CRM and quoting platform.
Pricing:
- Monthly
- Growth– ₹899/month
- Pro– ₹3,889/month
- Enterprise– ₹5,879
- Annually
- Growth– ₹749/month
- Pro– ₹3,239/month
- Enterprise– ₹4,899/month
8. DealHub
The purpose of DealHub is to streamline how businesses prepare quotes and make proposals. There is a no-code tool for setting up quotes, real collaboration as things happen and digital rooms for deals.
Quotes can be customised, everyone can interact with them and users can finish transactions using the online signature service. With Salesforce, HubSpot and Microsoft Dynamics, DealHub can connect and work with CRMs. The platform makes subscription management and pricing automation available which is useful for SaaS companies.
Using guided selling and approval workflows, DealHub guarantees uniform selling and little chance for errors. With a centralised platform, sellers can see all deals and move them along more quickly. Mid-market and enterprise teams in sales will find DealHub to be particularly beneficial.
Key Features:
- CPQ with guided selling
- Digital deal rooms for buyer collaboration
- Automated workflows and approval paths
- Integrated contract management
- Revenue operations and subscription billing
- Real-time analytics and engagement insights
- CRM integrations (Salesforce, HubSpot, Microsoft)
- Dynamic pricing engine
Cons:
- Higher pricing for smaller businesses
- Advanced features require user training
- Learning curve for non-tech teams
Best For: Midsize to enterprise B2B teams needing a unified revenue workflow and guided quoting experience.
9. XaitCPQ
XaitCPQ is built for teams to use in the cloud and helps companies with complex sales processes. With it, sales teams have the ability to arrange products, determine prices and issue accurate quotes simply.
Multi-person editing, reviewing documents and creating documents automatically are all supported by the platform. XaitCPQ is linked directly to major CRM and ERP systems, like Salesforce and SAP, for simple data transfer. Because the interface is easy to use and pricing is based on rules, there are fewer errors and faster quote delivery.
Because it offers access to multiple languages and currencies, the software works well for companies operating worldwide. XaitCPQ helps manufacturers, technology specialists and engineers who constantly deal with individualized needs and a fast turnaround.
Key Features:
- Smart product configuration
- Advanced pricing and discounting rules
- Omnichannel quote distribution
- CRM and ERP integrations
- Collaboration and version control
- Visual workflow management
- High scalability
- Dynamic templates
Cons:
- Enterprise-focused with complex onboarding
- Less intuitive UI compared to modern tools
- Custom setup can be time-consuming
Best For: Large, product-heavy businesses needing complex product configuration and scalable quoting.
10. Bitrix24 Quotes
Bitrix24 comes built with a CRM and quoting system that is appropriate for both small and medium companies. The Quotes module helps users make, send and keep track of quotes linked to deals and leads features custom templates, support for taxes and currencies, along with integration to invoicing and product list tools.
Bitrix24 includes tracking for emails, storage for documents, and automated workflows. As part of general business tools, it serves as a CRM, communication hub, and project management tool combined.
Since the platform is cloud based, sales teams can use it on desktops or smartphones. Those wanting an effective and affordable solution for sales, quoting and CRM management will appreciate Bitrix24.
Key Features:
- Integrated with Bitrix24 CRM and task tools
- Quote generation linked to deals and contacts
- Online approval and acceptance
- Customisable templates
- Invoicing and email sending
- Multi-currency support
- Cloud and on-premise options
- Mobile access
Cons:
- Feature set may feel bloated
- Steep learning curve
- Support response times vary
Best For: SMBs needing an all-in-one CRM with built-in quoting and collaboration tools
Pricing:
- Monthly
- Basic– ₹1990/month
- Standard– ₹4,990/month
- Professional– ₹9,990/month
- Enterprise– ₹19990/month
- Annually
- Basic– ₹1,590/month
- Standard– ₹3493/month
- Professional– ₹6993/month
- Enterprise– ₹13,993/month
Ending Thoughts
Choosing the right quoting software is essential for streamlining your sales process, enhancing accuracy, and closing deals faster. These tools highlight-ranging from comprehensive platforms like Salesforce CPQ to user-friendly options like PandaDoc and Proposify-cater to diverse business needs, whether you’re a small startup or a large enterprise. Each solution offers unique features such as CRM integration, customisable templates, automated workflows, and real-time tracking to simplify quote creation and approval.
While some tools excel in complex configurations, others shine with design and usability. Ultimately, selecting the best quoting software depends on your sales volume, team size, and customisation needs. Investing in the right solution ensures professionalism, consistency, and faster turnaround in your sales operations.
FAQs
1. How does quoting software improve sales efficiency?
It automates the quote creation process, reduces manual errors, accelerates approvals, and helps track client interactions, leading to faster deal closures.
2. Can quoting software integrate with CRM platforms?
Yes, most quoting software tools integrate with popular CRMs like Salesforce, Zoho, HubSpot, and Freshsales for seamless data flow and better sales management.
3. Is quoting software suitable for small businesses?
Absolutely. Many tools offer scalable pricing plans, user-friendly interfaces, and essential features tailored for startups and small to mid-sized businesses.
4. What qualities ought to be present in quoting software?
Look for features like template customization, e-signatures, approval workflows, CRM integration, analytics, and real-time collaboration.
