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.
Best for Quote acceptance/e-signature HubSpot CRM Overall free quoting software E-signatures included Jobber Trade contractors Quote approvals PandaDoc Getting quote signatures Unlimited e-signatures Bitrix24 Generating unlimited quotes E-signature included QuoteWerks Centralizing business management activities With the QuoteValet add-on Scoro Customizable quoting software Quote tracking & approval Quotient Collecting customer feedback on quotes One-click acceptance Qwilr Ease of use E-signatures included Zoho CRM Inventory management Quote generation only Salesforce CPQ Quote automation Approval automation
To evaluate the best quoting software, I fact-checked each provider’s pricing, quote creation tools, proposal features, e-signature options, and payment capabilities. I then scored each one based on the features small businesses need most, prioritizing affordability, ease of use, templates, automation, and customer support. See my full methodology below.
I have over five years of experience testing and reviewing small business software, payment processing tools, POS systems, and workflow technology. For this guide, I focused on tools that help small businesses create accurate quotes, send professional proposals, collect signatures, and move deals forward more efficiently.
Best quoting software comparison Our rating (out of 5) Free plan Free trial Starting monthly price HubSpot CRM 4.70 ✔ ✕ $9 per user Jobber 4.68 ✕ ✔ $22 for one user PandaDoc 4.50 ✔ ✔ $19 per user Bitrix24 4.36 ✔ ✔ $49 for five users QuoteWerks 4.34 ✕ ✔ $45.83 per user Scoro 4.32 ✕ ✔ $19.90 per user Quotient 4.28 ✕ ✔ $28 for one user Qwilr 4.24 ✕ ✔ $35 per user Zoho CRM 4.08 ✔ ✔ $14 per user Salesforce CPQ 4.03 ✕ ✔ $100 per user
HubSpot CRM: Best free quoting software
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
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) 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.
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.
A sample HubSpot CRM quote template (Source: HubSpot CRM)
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).
Free tools Starter Professional Enterprise Monthly fee* $0 $9 $90 $150 Key features Up to 2 users Marketing tools Sales tools Service tools Content tools Data tools Up to 2 users 500 HubSpot credits Breeze Assistant Calling Data Agent Intent signals Repeating tasks and task queues 3,000 HubSpot credits Conversation intelligence Forecasting Sales analytics Sales workspace Smart Deal Progression 5,000 HubSpot credits AI transcript enrichment Custom Channels API Deal splits Deal journey analytics Lead Form Routing Pipeline approvals for Deals
*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.
Jobber: Best for trade contractors
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
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 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.
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.
Jobber customized quote with line item images (Source: Jobber)
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.
Core Connect Grow Monthly fee* $22 $73 $109 Key features Book and schedule jobs online Send professional quotes Send invoices and receive online payments Create a professional website Reporting Access the app marketplace Send automated reminders Collect payments automatically Document work with checklists Automate quote and invoice follow-ups Connect QuickBooks Online Track time and expenses Access advanced quote customizations Add optional line items Track time automatically Track costs with job costing Connect with customers through two-way SMS Build custom workflow automations
*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.
PandaDoc: Best for getting quote signatures
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
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 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.
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.
PandaDoc sales quote template (Source: PandaDoc)
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).
Free tools Starter Business Enterprise Monthly fee* $0 $19 $49 Custom Key features Unlimited seats 60 documents per year Rich media drag and drop document editor Real‑time tracking and notifications Unlimited seats 110 documents per year Audit trail Bulk import In-line comments 24/7 email and chat support Per seat Unlimited documents per year Custom quotes and sales agreements CRM integrations Custom branding and content library Deal rooms Approval workflows Custom document pricing Custom seat pricing CPQ (configure, price, quote) Workflow automation Smart content Single sign‑on (SSO) Team workspaces Notary API
*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 .
Bitrix24: Best for generating unlimited quotes
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
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 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.
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.
One-click estimate creation in Bitrix24 (Source: Bitrix24)
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).
Free Basic Standard Professional Enterprise Monthly fee* $0 $49 $99 $199 $399 Key features 1-2 users 5 GB storage Basic CRM (deals, contacts) Tasks (Kanban, Gantt) Shared calendars Chat & video calls Includes 5 users 24 GB storage Sales pipelines Recurring deals Email integration Telephony Web form designer Website builder Includes 50 users 100 GB storage Sales automation Unlimited leads Invoices & estimates Online payments WhatsApp marketing E-commerce Recurring tasks Unlimited projects Includes 100 users 1 024 GB storage AI-powered sales Call tracking Email marketing Workflow automation Ad automation Analytics & reporting tools Task automation RPA E-signature Unlimited boards Booking HR management tools Employee hours tracking Includes 250 users 3 TB storage Unlimited branch accounts Centralized management Distributed servers SOC-compliant AWS hosting High-performance cluster API boost Encryption at rest Dynamic load balancing 99.95% SLA guarantee Active Directory integration Login history 30-day backup period Multi-level permissions Custom branding Priority customer support
*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
QuoteWerks: Best for centralizing business management activities
Specialty proposal tool for finance teams to provide quotes, handle billing, and collect payments in one system Integration 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
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 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.
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.
A sample custom quote created using QuoteValet (Source: QuoteWerks)
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.
Essential Balanced Pinnacle Monthly fee* $45.83 $71.50 $93.50 Key features Unlimited Quotes Unlimited Named Users Bundles and Configurator Single Sign-On (SSO) Optional, Required, and Substitute Items All CRM and PSA Integrations Peer Review and Approval Process Phone and Email Support Available Purchase Orders Leasing Calculations Document Audit Trail Quote Revisions AI Scripting QuoteValet Know When Quotes are Viewed and Accepted Online Acceptance and E-signature Collect Credit Card and ACH Payments SMS Text Notifications on Large Quote Acceptance Auto Sales Tax Rates (USA) IT/MSP Distributor Content Amazon Business Integration Procurement Tracking and Online Ordering
*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 .
Scoro: Best customizable quoting software
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
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 Scoro is a complete work management system, tailored 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.
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.
Scoro’s sample quoted vs actual table (Source: Scoro)
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).
Core Growth Performance Enterprise Monthly fee* $19.90 $32.90 $49.90 Custom Key features Projects Calendars Task list & task board Gantt chart & dependencies Contacts & customers Quotes Bills, invoices & receipts Dashboards Default labor cost Detailed work reports Project budgets & templates Quoted vs Actual table Retainer management Recurring tasks Role-based labor cost Time off Multiple currencies Triggers & actions Utilization report Detailed financial reports Planner Timesheet Task matrix Quote estimation matrix Price lists Cost and profit forecast Revenue recognition & forecast Sales pipeline & report Team performance report Supplier management Company budgets & forecasts Time locking Approval flows WIP report Multi-account reporting Periodization of invoice lines Single sign-on User provisioning FTP integration
*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 .
Quotient: Best for collecting customer feedback on quotes
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
No payment processing capabilities Limited integration and customer support options No free plan, only a 14-day free trial 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.
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.
Quotient’s sample sales quote with sections for client questions and feedback (Source: Quotient)
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).
Solo Team Team+ Monthly fee* $28 $48 $56 Key features 1 team member only Everything you need to quote like a pro, solo 2-5 Team Members Included Track and Manage Quotes by Team Member Private Notes between Team Members Personalized Emails $8 per month for every additional team member
*Pricing is based on monthly billing on a per-month breakdown of the plans. While I update pricing information regularly, I encourage readers to check current pricing .
Qwilr: Best for ease of use
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
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 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 a link.
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.
Qwilr’s Quote Block with template customization options (Source: Qwilr)
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.
Business Enterprise Monthly fee* $35 $59 Key features Content editor e-sign QwilrPay Pricing & quotes Page analytics HubSpot CRM Notifications Account manager Custom branding Team permissions Identity verification Domain-restricted access Template-level settings
*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 .
Zoho CRM: Best for inventory management
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
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) 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.
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.
Standard Professional Enterprise Ultimate Monthly fee* $14 $23 $40 $52 Key features Workflows & assignment rules AI agents Cadences Reports & dashboards Sales forecasting Self service kiosks CPQ Email intelligence Process automation Widgets Inventory management Google Ads integration AI sales assistant Journey orchestration Territory management Custom functions Wizards Customer portals Enhanced feature limits Consulting Migration assistance Custom AI/ML Data preparation
*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 .
Salesforce CPQ: Best for quote automation
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
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 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.
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.
Salesforce CPQ’s key quote automation features, which include Guided Selling and advanced approvals (Source: Salesforce CPQ)
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, thanks to its 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.
Starter Suite Pro Suite Monthly fee* $25 $100 Key features Lead, account, contact, and opportunity management Built-in sales flows and lead routing AI automatically syncs emails, events, and contacts Dynamic email marketing and analytics Everything in Starter, plus greater customization and automation Sales quoting and forecasting Access to AppExchange Premier Support (add-on)
*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 .
Methodology: How I evaluated the best quoting software 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.
General features (30%): I looked for core quoting features, including customizable templates, quote or proposal generation, automated email reminders, mobile access, and integrations, especially CRM integrations for syncing quote and customer data.Advanced/Niche features (25%): I reviewed advanced quote and proposal tools, such as prestored templates, price and cost calculators, e-signatures, contact management, and built-in or third-party payment processing.Pricing (15%): I considered free plan availability, paid plan options, quote management costs, billing flexibility, and whether users could save with annual pricing.Support (15%): I evaluated available support channels, including phone, live chat, email, knowledge bases, and community forums, plus whether support was available 24/7 or during extended hours.Expert score (15%): I considered my firsthand experience with each product, along with user reviews, to assess overall value, usability, feature quality, and interface intuitiveness.How to choose the best quoting software The best quoting software depends on how your business creates quotes, gets approvals, and turns accepted proposals into paid work. Start by deciding whether you need a simple quote builder, a full proposal tool, or a CRM with built-in quoting features. Then, compare tools based on pricing, templates, e-signatures, payment processing, automation, and integrations with the systems you already use.
Consider these factors when choosing a quoting tool:
Quote complexity: Simple service quotes may only need templates and line items, while custom products may require CPQ, price books, or cost calculators.Sales workflow: If you manage leads and deals, choose a CRM with quoting tools. If you only need polished proposals, a document or proposal platform may be enough.Customer approvals: Look for e-signatures, one-click acceptance, quote tracking, and automated follow-ups to shorten the approval process.Payments: If you want to collect deposits or full payments after quote approval, choose software with built-in or integrated payment processing.Ease of use: The best tool should let your team build, send, and revise quotes quickly without needing extensive setup or training.Scalability : Consider whether the platform can support more users, higher quote volume, advanced automations, or integrations as your business grows.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 includes access to its quoting software, as well as 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.
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