Quoting software lets businesses create and send price estimates or proposals to sales leads for review. While often a feature included in customer relationship management (CRM) software, quoting tools can also be found in specialty document management, proposal generation, and work management systems. The best options must have intuitive features like proposal templates, price calculations, and payment processing at an affordable price.
Explore the 10 best quoting software for small business teams based on my expert evaluation.
- HubSpot CRM: Best overall free quoting software
- Jobber: Best for trade contractors
- PandaDoc: Best for getting quote signatures
- Bitrix24: Best for generating unlimited quotes
- QuoteWerks: Best for centralizing business management activities
- Scoro: Best customizable quoting software
- Quotient: Best for collecting customer feedback on quotes
- Qwilr: Best for ease of use
- Zoho CRM: Best for inventory management
- Salesforce CPQ: Best for quote automation
Best Quoting Software Compared
Provider | Free Plan | Free Trial | My Rating out of 5 | |
---|---|---|---|---|
âś” 2 users | âś• | $15 per user | 4.70 | |
âś• | âś” 14 days | $29 for one user | 4.68 | |
âś• | âś” 14 days | 4.50 | ||
âś” Unlimited users | âś” 15 days | 4.36 | ||
âś• | âś” 30 days | $13.75 per user | 4.34 | |
âś• | âś” 14 days | $26 per user | 4.32 | |
âś• | âś” 14 days | 4.28 | ||
âś• | âś” 14 days | $35 per user | 4.24 | |
âś” 3 users | âś” 15 days | 4.08 | ||
âś• | âś• Demo only | 4.03 | ||
HubSpot CRM: Best Free Quoting Software
Pros
- Quoting, e-signature, and invoicing tools included in the free plan
- Highly intuitive interface and features
- Robust all-in-one CRM with sales, marketing, customer service, operations, content, and commerce management tools
Cons
- No interactive features, like an ROI calculator and embedded videos in proposals
- Tier-based limit on e-signatures; only 10 e-signatures per month in Sales Hub Starter
- Huge price jump from Starter ($15 per user monthly) to Professional Sales Hub ($90 per user monthly)
You need a free and basic quoting tool: HubSpot CRM’s free plan includes a Commerce Hub that allows you to access quoting, e-signature, invoicing, and Stripe payment processing tools. You can customize its quote templates to generate branded sales quotes. Plus, you can gather e-signatures and embed payment links to collect payments. A bonus advantage is that it’s an all-in-one CRM that autopopulates proposal data onto templates using CRM data.
You need a solution with a higher e-signature allocation: With HubSpot CRM, you can only procure up to 10 e-signatures per month for all plans up to the Sales Hub Professional plan ($90 per user monthly). The Enterprise plan ($150 per user monthly) allows you to get up to 30 e-signatures per month.
Alternatives: PandaDoc’s Business plan ($49 per user monthly) includes quoting features with no limit on the number of e-signatures you can add to an existing document. If you have a bigger team needing unlimited e-signatures for quotes, consider subscribing to Bitrix24’s Standard plan ($99 per month for 50 users).
HubSpot CRM Pricing Plans*
*Pricing is based on annual billing on a per-month breakdown of the HubSpot Sales Hub plans for individuals and small teams. Monthly billing and enterprise-level options are available at a higher cost. While I update pricing information regularly, I encourage readers to check current pricing.
My Expert Opinion
HubSpot CRM is the top free quote generation tool that also happens to be my pick for the best free CRM system. Its simple and highly intuitive interface makes it easy for anyone to go in and create quote proposals for leads and customers. You can autopopulate stored CRM data and product information onto premade templates—allowing for a fast creation and deployment process via its free email tools.
Jobber: Best for Trade Contractors
Pros
- Extensive job management features like expense tracking, job assignment, and job costing
- Unique client hub feature for scheduling appointments, paying invoices, and approving quotes
- Cost-scalable plans with options for individuals and teams
Cons
- Marketing Suite add-on ($79 per month) required for referrals and marketing campaigns
- Relatively expensive job forms and routing ($89 per user monthly with the Connect plan)
- Not intuitive because users must scroll to search for a job or quote
You’re a trade contractor needing a robust job quoting solution: Jobber is a niche job management platform designed for general contractors and private labor forces, such as those in landscaping, plumbing, and appliance repairs. Aside from job management features, it has built-in job quoting features, including customizable templates, signature approvals, and automated calendar reminders.
You’re looking for more cost-friendly marketing tools: Jobber’s basic marketing capabilities are limited to tracking won deals from marketing campaigns and building websites. Marketing campaigns and referrals require an add-on that costs $79 per user monthly.
Alternative: HubSpot CRM offers free tools that include mass email marketing, automated campaigns, web forms, website landing pages, and blog hosting.
Jobber Pricing Plans*
*Pricing is based on annual billing on a per-month breakdown of the plans. Monthly billing is also available at a higher cost. While I update pricing information regularly, I encourage readers to check current pricing.
My Expert Opinion
Carpenters, cleaners, landscapers, roofers, plumbers, and any other trade contractors seeking quote tools need look no further than Jobber. The product lets you oversee the entire sales cycle from start to finish—combining a CRM and job management system. Additionally, the financial tools (quotes, invoices, and payment processing) let you easily run job cost estimates, provide pricing details to prospects, and process payments, all in the same interface.
PandaDoc: Best for Getting Quote Signatures
Pros
- Highly acclaimed for product usability; super-easy to customize quotes and request signatures
- Payment processing and product library included in the Business plan ($49 per user monthly)
- Ability to store proposal templates, create and send contracts, track open statuses, and obtain signatures, all in one system
Cons
- No free plan; quoting tools not available until the Business plan ($49 per user monthly)
- Limited mostly to quote, e-signature, and payment tools; no built-in sales management features
- Additional fees (custom pricing) required to access web forms and bulk-sending capabilities
You need a specialty document management system with e-signature: Across all plans, PandaDoc lets you upload and send unlimited documents and quotes, as well as add an e-signature block to an existing document. The Business plan ($49 per user monthly) lets you build a content library and create branded quotes. You can also add interactive elements to quotes, such as upgrades, add-ons, and product visuals.
You want access to broader sales management features: One of the limitations of a specialty document management tool like PandaDoc is its lack of built-in sales management features. You must integrate it with a third-party tool like a CRM system to access pipeline management, lead management, and forecasting.
Alternatives: Consider using a CRM system if you want out-of-the-box sales management features. Some of the best options include HubSpot CRM’s free tools for two users, Bitrix24’s Standard plan ($99 per month for 50 users), and Zoho CRM’s Professional plan ($23 per user monthly).
PandaDoc Pricing Plans*
PandaDoc has a Starter plan that costs $19 per user monthly. However, its quoting features require a subscription to higher-level plans. Optional add-on features include web forms, bulk sending of documents, CPQ (configure, price, quote), and premium support. You may contact the provider for a quote on these add-ons.
*Pricing is based on annual billing on a per-month breakdown of the plans, though monthly billing is also available at a higher cost. While I update pricing information regularly, I encourage readers to check current pricing.
My Expert Opinion
PandaDoc is a great specialty tool if all you need is a solution for creating signable quotes. It’s a super-intuitive product in terms of creating and sending new contracts that also stands out for its payment processing capabilities. Though there’s no free-forever plan, its Business plan ($49 per user monthly) gives small businesses everything they need to finalize sales deals and collect payments.
Bitrix24: Best for Generating Unlimited Quotes
Pros
- Full CRM system with one-click quote creation and conversion
- High quote capacity; teams can create, store, and search for unlimited quote records
- Free plan available for unlimited users with e-signature tools and payment processing integrations
Cons
- Quote management tools not available until the Standard plan for $99 per month
- Decent learning curve required for operating features and navigating the interface
- Limited customer support; in-chat support for paid plan users during business hours only
You need a CRM with unlimited quoting and e-signature features: Bitrix24 is a full-featured CRM system that comes out of the box with quoting features in the form of estimates. With just a click, you can generate unlimited quotes directly from a CRM record or convert a quote into a deal or invoice. You can also use the Bitrix24.Sign tool to procure e-signatures for unlimited documents.
You’re a small business looking for a more affordable quote management solution: Bitrix24’s quote management tools are only available starting with its mid-level tier, which costs $99 per month for 50 users. This could be costly or impractical for solopreneurs or smaller businesses with fewer team members.
Alternatives: HubSpot CRM tops my list of the best quoting software because of its free plan for two users. Other alternatives that are more suitable for solo users and small teams include QuoteWerks (starting at $13.75 per user monthly) and Jobber (starting at $29 for one user).
Bitrix24 Pricing Plans*
Bitrix24 offers a free plan with unlimited user allocation and an entry-level plan at $49 per month for five users. Its quoting features, however, are not included in these lower tiers and require a subscription to the following higher tiers.
*Pricing is based on annual billing on a per-month breakdown of the plans, though monthly billing is also available at a higher cost. While I update pricing information regularly, I encourage readers to check current pricing.
My Expert Opinion
Bitrix24 takes the spot as the best CRM system that offers quote tools. I like that it has unlimited quoting capacity and lets users one-click convert deal-to-quote, quote-to-invoice, and quote-to-deal—a huge time-saver. Additionally, the CRM has features that supplement quote generation tools like lead, client, and contact management, e-signatures, and payment processing.
QuoteWerks: Best for Centralizing Business Management Activities
Pros
- Specialty proposal tool for finance teams to provide quotes, handle billing, and collect payments in one system
- ntegration with multiple CRMs, accounting, inventory management, and payment processing tools to keep data synchronized
- Professionally designed quote and proposal templates that can easily be branded for any business
Cons
- Complex pricing system with add-ons required for most of the advanced features
- Limited built-in sales management features; users must integrate with a CRM to get more robust deal and contact management
- Interface that looks out-of-date as the primary plans are for desktop versions only; web browser access requires add-on
You need a specialty tool to manage quotes, orders, and invoices: QuoteWerks’ Standard Edition ($13.75 per user monthly) allows users to store templates and create quotes, sales orders, and invoice documents from the platform. This edition also includes an unlimited product database to store details and pricing information on products or services to easily add them to quotes.
You’re looking for a platform with a simpler pricing scheme: QuoteWerks has a complex pricing system that requires add-ons for most of the advanced features. For instance, you need the QuoteValet ($25.67 per user monthly) if you want to use an online quote delivery and acceptance system. Other add-ons, like database hosting and distributor integration, require subscriptions to higher-level plans.
Alternative: In this guide, Quotient has the simplest pricing scheme that offers all of its features in a single plan. These include online quoting delivery, automated follow-ups, quote templates, and customer feedback. It costs $28 per month for a single user and $48 per month for two to five users.
QuoteWerks Pricing Plans*
QuoteWerks Add-ons:
- QuoteWerks Database Hosting: $9.17 per user (for Corporate Edition only)
- QuoteWerks Web App: $9.16 per user (requires Corporate Edition and Database Hosting subscriptions)
- Real-time Module Integrate with IT distributors to access real-time pricing, availability, order status, shipping rates, and tax rates; for Professional and Corporate Editions only : $13.75 per user
- Content Subscription Access distributors' database to get price comparison, product images, and product descriptions; requires Professional Edition and Realtime Module subscriptions : $22 per user
- QuoteValet Subscription Company branded webpage for online quote delivery and acceptance : $25.67 per user
*Pricing is based on annual billing on a per-month breakdown of the plans, though monthly billing is also available at a higher cost. While I update pricing information regularly, I encourage readers to check current pricing.
My Expert Opinion
QuoteWerks is an excellent quote management option if you’re looking to centralize workflows into one platform. Most of its value comes from the vast number of third-party integrations with external CRM, accounting, vendor management, shipping, leasing, and payment processing systems. This enables teams to manage quotes and proposals while maintaining a clean, synchronized database across the entire business.
Scoro: Best Customizable Quoting Software
Pros
- Highly customizable software; a full work management system can be tailored for any project or information needs
- Built-in sales and finance module for a complete range of quote, invoice, bill, budget, and cost management tools
- Ability to store contact, customer, and client profiles and track quotes on a sales pipeline from the platform
Cons
- Sales pipeline management not included until the Pro plan ($63 per user monthly)
- Decent learning curve required to get comfortable with the tools
- No free plan, just a 14-day free trial
You need a highly customizable quoting platform: Scoro is a full work management system that allows you to manage a customizable database, as well as create, send, sign, and track custom quote documents. You can also create customized invoices either from scratch or from existing quotes. Teams subscribed to the Pro plan ($63 per user monthly) can manage their retainer-based businesses and help create custom budgets and profit margins for client projects.
You’re seeking a niche solution with built-in sales management features: Like most specialty quoting platforms in this guide, Scoro’s basic plan also lacks built-in tools for managing sales and customer relationships. You have to subscribe to a higher-level plan (Pro plan at $63 per user monthly) or integrate it with a CRM system to access sales pipeline management features.
Alternative: Jobber is a niche work management platform that offers quoting features, along with a CRM, client hub, and lead management capabilities with its Core plan ($29 per month for one user).
Scoro Pricing Plans*
*Pricing is based on annual billing on a per-month breakdown of the plans, though monthly billing is also available at a higher cost. While I update pricing information regularly, I encourage readers to check current pricing.
My Expert Opinion
Scoro is a complete work management system, tailorable for teams to track projects and store any information required for their businesses, such as customers or task data. What makes it unique compared with other work management tools is the sales and finance module. This is where you can create and send quotes, invoices, and receipts. There are also advanced features in higher tiers for managing suppliers, as well as budgeting and calculating costs and margins.
Quotient: Best for Collecting Customer Feedback on Quotes
Pros
- Prospect commenting and customer feedback on quotes included
- Easy-to-learn system in terms of operating the quote generation, tracking, and automated follow-up tools
- Quote add-on menu options and one-click acceptance
Cons
- No payment processing capabilities
- Limited integration and customer support options
- No free plan, only a 14-day free trial
You want to streamline collaboration with prospects on a quote: One of Quotient’s unique features is the special section in the quote that allows customers to post their questions right after receiving the document. Templates also include essential details, such as payment terms, warranties, and next steps after they accept the quote. You can also add an About Us and a customer feedback section.
You need a specialty quoting solution with payment processing features: Quotient’s features are mainly for quote creation, delivery, tracking, and acceptance. It does not have built-in features for collecting and accepting customer payments.
Alternatives: Jobber’s Core plan ($29 per month for one user) includes quotes, invoicing, and payment processing. Qwilr is another great alternative that offers quotes, proposals, e-signatures, and payments with its Business plan ($35 per user monthly).
Quotient Pricing Plans*
My Expert Opinion
Quotient is an easy-to-use specialty quoting software that gives you the ability to accelerate your proposal management processes. Prospects can view their quotes, make comments, and ask questions in their personalized portal, plus accept the proposal in one click—all streamlining the entire process. It also comes with quote generation on stored templates and multiple-choice or menu selection of products with pricing for potential customers to choose from.
Qwilr: Best for Ease of Use
Pros
- Modern interface with highly intuitive drag-and-drop proposal generation features
- Quote Block feature that populates quotes and interactive pricing tables with data from your CRM
- Option to embed interactive content, such as calendars, maps, and videos
Cons
- No native customer database and lead management features; requires CRM integration
- Reporting features limited to page and account-level analytics
- No built-in payment processing features
You want an intuitive platform to create modern-looking quotes quickly: Qwilr has a highly intuitive drag-and-drop interface that makes it easy to learn for users of all levels. Its Quote Block feature lets you add traditional line items, pricing plans, or both to the quote. Then, you can manually add the data or populate the document with data from your CRM. This allows you to generate modern-looking quotes with just a few clicks.
You need a solution with a native customer database: Unfortunately, Qwilr does not have its own customer database, so you must either manually fill up quotes with customer data or populate them with data from your CRM. This requires a separate subscription to a CRM system.
Alternatives: Scoro’s Essential plan ($26 per user monthly) includes contact management features and a customer database. If you’re looking for a CRM system with a contact database and more advanced quoting features, try Zoho CRM (Professional plan at $23 per user monthly) or Salesforce Sales Cloud’s Pro Suite ($100 per user monthly) with the Salesforce CPQ tool.
Qwilr Pricing Plans*
Qwilr Add-ons:
- Document Upgrade: One-time fee starting at $149 for one document with 10 pages
- Design Consultation Call: $99 for a 30-minute consultation
- Design Support Package: $199 for a 30-minute consultation with personalized email follow-up
- Retained Design Services: $1,499 to $1,999 per year
*Pricing is based on annual billing on a per-month breakdown of the plans. Monthly billing is also available at a higher cost. While I update pricing information regularly, I encourage readers to check current pricing.
My Expert Opinion
Qwilr’s system is modern and super-easy to operate—allowing users at all skill levels to add proposal components. These include interactive price tables, images, customer acceptance buttons, e-signatures sections, and payment links. It is also the most unique online quoting software on this list. Rather than sending PDF quotes or proposal documents, Qwilr does everything via a web page, which you can customize and send to prospects via link.
Zoho CRM: Best for Inventory Management
Pros
- Full inventory management module to oversee quoting, invoicing, purchase orders, vendors, price books, and inventory
- Unique subproduct features for reps to offer complementary or substitute products itemized on a quote
- Ability to configure, price, quote (CPQ) suggested products or services for upselling and cross-selling
Cons
- Quote generation locked in with the Professional plan for $23 per user per month
- Decent learning curve and complex interface because of robust and advanced features
- AI tools not available until the Enterprise plan ($40 per user monthly)
You need a solution with integrated inventory management features: Zoho CRM’s Professional plan ($23 per user monthly) comes with a complete inventory management module. This includes quote and invoice generation, which can autopopulate CRM data onto premade templates. Users can store product and price book information, track inventory, process purchase and sales orders, and add subproducts for upselling or cross-selling.
You’re looking for a more affordable CRM with quoting features: Zoho CRM’s quoting tools are gated with its Professional plan ($23 per user monthly). While this is not relatively expensive, there are still other similar providers that offer these features for free or at a much lower cost.
Alternative: HubSpot is one of the best sales management software with affordable built-in quoting capabilities. Its free plan for two users includes its quote software with a product library, customizable quote templates, and payment processing. The Sales Hub Starter plan ($15 per user monthly) includes e-signatures and simple automation for deal tasks.
Zoho CRM Pricing Plans*
Zoho CRM offers a free plan for three users with basic sales force automation and reporting features. It also has an entry-level paid plan (Standard at $14 per user monthly) that comes with mass emailing, forecasting, and integration capabilities. However, Zoho CRM’s quoting features are not available until the higher-level plans.
*Pricing is based on annual billing on a per-month breakdown of the plans, though monthly billing is also available at a higher cost. While I update pricing information regularly, I encourage readers to check current pricing.
My Expert Opinion
The big standout for Zoho CRM is its complete inventory management module, which lets you create and send quotes to sales leads. Additionally, it includes vendor management, inventory tracking, invoicing, price books, product storage, and the ability to process purchase and sales orders. Overall, Zoho is one of the best sales management software options if you want to couple quoting tools with lead management, deal tracking, and contact storage.
Salesforce CPQ: Best for Quote Automation
Pros
- Robust quote management features including one-click contract approvals and quote-to-order automations
- Guided Selling tool that helps sales teams select the right products and configurations during the quoting process
- Option of getting the quoting system within the team’s CRM or as a standalone revenue management product
Cons
- Relatively expensive (starting at $75 per user monthly) regardless of whether you adopt the main CRM or the standalone tool
- Steep learning curve required to operate the features
- Billing and payment processing require custom-priced add-on
You need a quoting platform with strong automation features: Salesforce CPQ’s basic plan (CPQ at $75 per user monthly) allows teams to store product and price book information to create sales quotes with just one click. The CPQ+ plan ($150 per user monthly) lets you automate quote-to-order handoffs, contract approvals, and proposal estimate changes based on price updates.
You’re looking for a simpler and more affordable quoting tool: A quoting platform with sophisticated and advanced features usually comes at a steep price that could put off small teams and businesses with limited budgets. For Salesforce CPQ, the price starts at $75 per user monthly for the standalone tool and $100 per user monthly for the Sales Cloud CRM.
Alternatives: Qwilr is highly acclaimed for its simplicity and ease of use because of its highly intuitive drag-and-drop quote builder. Its plans start at $35 per user monthly. If you want a free quoting tool within a CRM system, try HubSpot CRM.
Salesforce CPQ Pricing Plans*
Salesforce CPQ is also included in the following Salesforce Sales Cloud plans:
- Pro Suite: $100 per user monthly
- Enterprise: $165 per user monthly
- Unlimited: $330 per user monthly
- Einstein 1 Sales: $500 per user monthly
Salesforce CPQ Add-ons:
- Salesforce Contracts: $50 per user monthly
- Salesforce Billing: Contact provider for a quote
*Pricing is based on annual billing on a per-month breakdown of the plans. While I update pricing information regularly, I encourage readers to check current pricing.
My Expert Opinion
With one of the most advanced quoting software options, Salesforce CPQ can align cross-functional teams through automation. It allows users to store product books, generate quotes, and create automations that connect processes. You can set a workflow that automatically submits a sales order to operations once a quote is approved by a customer. You can also apply the workflows for legal to one-click approve a contract that then autosends to a lead.
How I Evaluated the Best Quoting Software for Small Business Teams
To determine the best quotation software, I evaluated the specific features relevant to creating and sending either price quotes to leads or full signable business proposals. I wanted to see things like storable templates, price calculators, e-signature options, and even payment processing for the advanced tools.
I also looked at other critical software attributes, including affordability, ease of use, and customer support. Review my evaluation process of the best sales quote software.
30% of Overall Score
I first looked at the must-have features for a quote tool, which include configurable quote templates, automated email reminders, and quote or proposal generation features. I also wanted to see mobile capabilities and a wide range of integration options, including CRM integration for synchronization of quote data with customer information.
25% of Overall Score
I evaluated advanced features relevant to quote or proposal generation. Prestored templates, for example, let you automate document generation and deployment via email. I also looked at whether the software offered a price and cost calculator, digital signature capabilities, and a contact management system. Plus, I checked if it had payment processing built-in or through a third-party integration like Stripe or PayPal.
15% of Overall Score
Pricing considered free plan availability and various paid options businesses could subscribe to. I also considered the costs specifically for the quote management features and whether they were included in a broader software package like a CRM or document management system. Finally, I looked at billing flexibility and whether users could save by subscribing to an annual plan.
15% of Overall Score
Extensive support gives users the best possible experience while using their quoting tools or are engaged in a subscription contract. I wanted the provider to be available on various channels including live chat, phone, or email, as well as offer self-service resources like a knowledge base or community forum. I also looked at whether or not there was 24/7 service or availability during extended business hours.
15% of Overall Score
In addition to firsthand experience with these products, I evaluated what actual users say about each quote software according to online reviews. I wanted to get an in-depth look into how users felt about the features and whether they were worth the price. This also lets us better understand the product usability and intuitiveness of the software interface.
Frequently Asked Questions (FAQs)
A good quoting tool will provide easy-to-use and advanced quote management features for an affordable price. In addition to allowing users to automate quote generation by pulling data from a contact or company record, the best quoting tools will let you calculate the price of products or services and send out proposals for review. Top-of-the-line products will also come with e-signature features and payment processing all in one interface.
Depending on your budget, feature needs, and product preferences, there are various apps you can use to make quotations for customers. HubSpot CRM, for example, offers a free plan that gives you access to its quoting software, in addition to contact and deal management tools. Alternatively, PandaDoc is a document management system that’s best for those that primarily need proposal generation and digital signature capabilities. And Jobber is the best quoting tool for trade contractors.
The CPQ (or configure, price, quote) system is the sales process that involves product configuration, setting the pricing, and creating a quote for customized products. This process can also be simplified and automated with the help of CPQ software. This tool automatically configures products and services based on customers’ needs and preferences. Next, it calculates the pricing in real time based on the configuration. Then, it generates a branded quote that specifies any applicable discounts or special offers.
Bottom Line
Quote management tools enable businesses to easily create, send, and process business proposals from one system. The best quoting software will include affordable quote generation features and advanced capabilities like e-signature, payment processing, and price calculation tools.
While HubSpot CRM topped this list for its free quote software, other tools could be a better fit for your business needs. For instance, specialty products like Jobber are best for trade contractors, while Quotient is great for collecting customer feedback on quotes.