Quick Summary

The right quoting tool can make the whole sales process easier for your clients. In this guide, we’ll break down 8 of the best quoting platforms. You’ll see how they compare on features and pricing, and why Proposify is a better choice if you want accurate, branded quotes that close more deals. Check the Proposify blog for more valuable guides and reviews.

Struggling to Find the Right Quoting Software?

There are dozens of options out there, and on the surface, they all sound the same. Some promise faster proposals, others focus on e-signatures or payments. So how do you know which one is actually right for your team?

That’s where we come in. In this article, we’ve compared 8 top quoting tools side by side and pulled out the key takeaways to help you make an informed decision. Plus, we’ll show you why Proposify is a strong choice for sales teams of any size.

Why Listen to Us

At Proposify, we’ve spent years helping businesses streamline their proposal and quoting process. We’ve seen what slows teams down and what helps them close faster. This guide pulls together market research, customer feedback, and hands-on experience so you can choose quoting software with confidence.

What is Quoting Software? 

Quoting software is a tool that automates the process of creating, sending, and tracking sales quotes and estimates. 

Instead of piecing things together in Word or Excel, you can manage products, pricing, and templates all in one place. The result is faster, more accurate quotes that look professional and are easier for your clients to review and approve.

Top 8 Quoting Software Tools to Consider

This table provides a concise, at-a-glance comparison of the tools reviewed in this guide to help you choose the right quoting software. 

Now, let’s look at each tool in detail. 

1. Proposify

Proposify is cloud-based proposal software that helps sales teams move from the first draft to a signed agreement without all the back-and-forth. With our platform, you can create accurate, branded quotes in less time, keep everything organized, and give prospects a smoother experience.

Our platform integrates with Salesforce, HubSpot, and other CRMs so your sales data always stays in sync. Our approval workflows and version history help you avoid costly errors, while engagement analytics show you the moment a prospect opens and views your quote. And with built-in, legally valid e-signatures, clients can sign right away, no extra steps needed.

Unlike other quoting platforms, we don’t just help you send documents; we help you understand how they perform. You can see who viewed your quote, what sections they spent the most time on, and when they dropped off. This visibility makes it easier to follow up with the right message at the right time, giving your team an edge in closing deals.

Key Features

• Customizable Templates: Use our templates to create on-brand proposals in minutes and share them with prospects, so every quote looks consistent and professional.
• Interactive Pricing: Update prices, quantities, or discounts on the spot, making it simple to tailor each proposal to the client.
• Content Library: Store your line items, images, and pricing blocks in one place, so your team doesn’t waste time rebuilding the same sections over and over. All they need to do is drag and drop. 
• Line-Item Discounting: Apply discounts to individual items without reworking the whole quote, giving you more flexibility in negotiations.
• Multi-Currency Support: Present proposals in your client’s local currency to avoid confusion and make international sales easier.

Pricing

Proposify offers three pricing plans to suit different business needs:

• Basic ($29 per month): For small businesses that need the essentials, includes core features like e-signatures and dynamic pricing.
• Team ($49 per month): Ideal for growing sales teams with key integrations and collaboration tools.
• Business ($65 per month): Best for larger organizations, with advanced controls, automation, and enhanced security.

Check our pricing page for a detailed plan comparison.

Pros

• Responsive support team that’s always ready to help 
• Creates professional, branded quotes that impress clients and stand out
• Multiple templates to speed up the quote creation process 
• Real-time tracking and analytics to optimize follow-up efforts
• CRM integrations automate data entry for a smoother workflow 
• Role-based permissions let you lock sections to avoid errors.
• Offers a done-for-you implementation, making it easier to get set up and see results right away.

Cons

• The template library is still growing
• Some learning curve for initial setup

2. QuoteWerks

QuoteWerks is designed to connect the tools you already use, bridging the gap between your CRM and accounting software. Instead of re-entering the same information across different systems, it centralizes your data to reduce errors and save time.

The platform walks you through each step, from pulling in contact details to submitting an order, making it easier to build and send accurate quotes. With the QuoteValet add-on, you can send interactive, web-based quotes that clients can view, update, and sign online.

Key Features

• Integrations: Works with leading CRMs, accounting software, and distributor platforms so your data stays connected.
• Peer Review & Approval Workflow: Adds internal review steps to catch mistakes and make sure every quote is accurate.
• Product Catalogs and Configurator: Speeds up quoting by pulling directly from product catalogs and letting you bundle products as needed.
• Customizable Templates: Provides ready-to-use or custom templates so every quote looks professional and on-brand.

Pricing

• Essential ($50 per month): Includes basic quoting features for small businesses.
• Balanced ($78 per month): Adds credit card and ACH payments, alongside advanced features. 
• Pinnacle ($102 per month): Advanced features for larger organizations.

Pros

• Easy to manage product catalogs and bundle items.
• Templates you can customize for consistent, professional quotes.
• Built-in approval workflows that help catch mistakes before sending.

Cons

• The interface feels a bit outdated.
• Limited support for some manufacturers.
• Some features take extra time to learn.
  
  

3. Qwilr 

Qwilr lets you send quotes as interactive webpages instead of static documents. Each quote is mobile-friendly, trackable, and built to make it easy for clients to take the next step. You can pull in details directly from your CRM to keep pricing accurate. Clients can sign and pay on the spot, and you get a clear view of which sections they looked at and for how long.

Key Features

• Interactive Documents: Add videos, images, and dynamic pricing tables to make quotes more engaging.

• Payments & E-Signatures: Let clients sign and pay on the same page without extra steps.
• Live Analytics: See when prospects open your quote and how they interact with it.
• Customizable Templates: Build branded quotes quickly with templates you can tailor to your style.

Pricing

• The Business plan is $39 per user/mo and is best for small teams using HubSpot.
• The Enterprise plan is $59 per user/mo (billed annually, 10-user minimum) and is designed for larger teams that require Salesforce integration, advanced security, and dedicated support.

Pros

• Easy for clients to sign and make payments directly from the quote
• Templates are easy to customize for different sales needs.
• CRM integrations keep data synced without extra manual entry.

Cons

• The interface can feel clunky and takes time to get used to.
• Lacks some advanced features needed for complex needs
• Page layout and design options are limited in certain areas.

4. Salesforce CPQ

Salesforce CPQ (Configure Price Quote), now part of Salesforce Revenue Cloud, is built to manage the full quote-to-cash process inside the world’s most widely used CRM, Salesforce. It helps sales teams create fast, accurate quotes, even for complex products and services that involve multiple pricing rules or configurations.

If your team already uses Salesforce, CPQ feels like a natural extension. You can set up automated product configurations, pricing rules, and approval workflows from the first proposal to the final payment, so all of your data stays in one place.

Key Features

• Advanced Analytics: Get real-time reporting on quote status, sales cycles, and revenue performance.
• Bundle Configuration: Make it easier to price and quote complex product bundles or services.
• Discounting and Approvals: Apply discounts with guardrails and route quotes for approval to avoid errors.
• Guided Selling: Support sales reps with tailored prompts and recommendations when browsing product catalogs.

Pricing

The CPQ feature is included in the Salesforce Revenue Cloud Pricing package, which starts at $150 per user/month.

Pros

• Provides advanced reporting and analytics to guide better decisions.
• Flexible enough to handle different pricing models and sales processes.
• Effective for managing complex product catalogs and bundles.

Cons

• The setup is complex and often requires dedicated training and resources.
• Connecting with legacy systems or certain third-party tools can be difficult.
• Pricing is high compared to other quoting platforms, making it harder for smaller teams to justify.

5. Quotient

Quotient is a quoting tool built with simplicity in mind. It’s designed to make creating and sending professional quotes quick and easy, with a layout that looks good on any device.

Beyond building quotes, Quotient focuses on making the process smooth for customers. They can accept, e-sign, and even leave feedback on quotes, which helps you close deals faster and cut down on back-and-forth communication.

Key Features

• Interactive Quotes: Share quotes clients can review, adjust, and accept in real time.
• Real-Time Notifications: Get alerts when clients open your quotes so you can follow up at the right moment.
• Lead Capture: Turn new leads into quotes automatically with simple, built-in forms.
• Feedback and Reviews: Request reviews and feedback automatically once a job is done, right from the quote.

Pricing

• The Solo plan is $28 per month for a single team member. 
• The Team plan is $48 per month and includes up to five team members. Additional team members can be added for $8 per month each. 

Pros

• The simplicity and ease of use make it perfect for small teams.
• Helps small teams look more professional without needing complex tools.
• Built-in feedback requests give businesses a simple way to collect testimonials.

Cons

• Lacks advanced approval workflows that larger sales teams may need.
• Limited branding options if you want heavy design customization.
• Mobile experience can feel less smooth compared to desktop.
  
  

6. iQuoteXpress

iQuoteXpress is a quoting tool made for small businesses, freelancers, and agencies that want something simple. It helps you create, send, and track proposals quickly without a steep learning curve.

You can build quotes from product catalogs and save time with a library of reusable templates. It offers a Configure Price Quote (CPQ)-style workflow but without the complexity or dependency on Salesforce, making it easier for smaller teams to manage.

Key Features

• Reusable Content: Save sections, fees, and designs in a content library so you can build proposals faster.
• E-Signatures: Collect client signatures directly in the platform, no need for extra tools.
• Proposal Tracking: See when clients open and view proposals to know the best time to follow up.
• CRM Integration: Sync with your CRM to keep customer data updated without manual entry.

Pricing

• The Standard plan is $39 per month per user with a limit of five users. 
• The Professional plan is $59 per month and includes up to three users. 
• The Pro-Plus plan is $74 per month for more than three users. 

Pros

• You can customize proposals and export to Word when needed.
• Catalog-based setup makes it easy to manage consistent pricing across quotes.
• Pre-populated templates speed up proposal creation for busy teams.

Cons

• The editor and overall interface feel a bit dated.
• Doesn’t offer many native integrations with other tools.
• Limited reporting and analytics compared to modern quoting tools.
  
  

7. ScalePad Quoter

ScalePad Quoter is built specifically for Managed Service Providers (MSPs). It helps IT service businesses handle quoting and deal management without the usual delays and manual effort.

The platform automates much of the quote-to-cash process by removing manual data entry, standardizing pricing, and plugging into the tools MSPs already use. With everything connected, sales teams can focus on selling more hardware, software, and services instead of struggling with lots of spreadsheets.

Key Features

• Integration and Automation: Pull client and product data automatically by connecting with your PSA, CRM, and distributor tools.
• Infinite Line Item Configurations: Standardize complex pricing with reusable setups, including discounts, fees, and volume-based options.
• Automated Oversight: Get alerts when a quote is drafted so you can review it before it’s sent.
• Robust Integrations: Works with 25+ apps, from CRMs and distributors to payment gateways and accounting software.
  
  

Pricing

ScalePad Quoter offers tiered pricing based on the number of quotes you create per month:

• The Basic plan is $149 per month for up to 35 quotes. 
• The Standard plan is $289 per month for up to 75 quotes. 
• The Pro plan is $429 per month for up to 150 quotes. 
• There’s also an Enterprise Plan for bigger teams, offering 200 quotes/month

All plans come with unlimited users per month. 

Pros

• Every plan includes unlimited users, with no extra cost.
• Quote-to-cash automation reduces admin work and speeds up deals.
• Native integrations with popular tools make it a good choice for many businesses

Cons

• You’ll need to pay extra for features like SSO and advanced reporting
• The product is very focused on MSPs, so it may not be a good fit outside that space.
• Formatting options aren’t as flexible as what you’ll find in other quoting tools.

8. QuoteCloud

QuoteCloud is a quoting and proposal tool that helps sales teams build, send, and close deals faster. Its CPQ system makes it easy to create accurate quotes that look professional, while built-in approval flows help cut down on delays.

The platform also goes beyond quoting. You can collect payments, add interactive forms, and even use AI-assisted content to speed up proposal writing. It’s used across a wide range of industries, from travel and telecom to legal, hospitality, and transport, making it a flexible option for different types of teams.

Key Features

• Interactive Documents & Forms: Collect information from customers while they approve quotes.
• eSignatures & Payment Integration: Collect legally binding signatures and payments with Stripe or PayPal, including instant deposits.
• Industry Add-ons: Use specialized tools like the TravelDocs app, legal document automation, GDS integrations, and event payment options.
• Workflow Automation: Stay on top of approvals, reminders, and tracking with built-in dashboards.

Pricing

• The Essentials plan costs $39 per user/month and is ideal for small businesses
• The Business plan costs $59 per user/month with advanced features for growing teams
• For larger organizations with more complex needs, an Enterprise plan is available with custom pricing. 

A 14-day free trial is available for all plans.

Pros

• Built-in payment options make it simple for clients to sign and pay in one step.
• Interactive forms and documents keep the quoting process engaging for customers.
• Industry-specific add-ons make it a versatile tool
  
  

Cons

• Users outside industries with built-in add-ons may find less value.
• Initial setup can take time, especially for teams with complex approval workflows.
• Reporting and analytics are basic, limiting visibility for data-driven teams.

How to Choose the Right Quoting Software

Here's a quick guide to help you find the best fit for your business.

1. Identify Your Core Needs

The best quote software for your business depends on your unique needs. Consider:

• Who uses it: Are you a freelancer, a small team, or a large enterprise?
• Product complexity: Do you sell simple items or complex bundles with custom pricing?
• Quote volume: How many quotes do you create daily, weekly, or monthly?
• Required integrations: Which tools (CRM, accounting software) need to sync with the software?

2. Evaluate Features and Functionality

Look for software that offers the tools you’ll use most. Some key features to consider may include:

• Customizable Templates: Quickly create on-brand quotes.
• Integrations: Sync easily with your CRM, accounting, and payment systems.
• Approval Workflows: Streamline the review and approval process.
• Payment & E-Signature Support: Close deals faster with built-in payment options and e-signatures.

3. Consider Scalability and Ease of Use

Will the software grow with your business? Choose a solution that can easily handle more users, products, or complexity as your business expands. Also, opt for a platform with a simple interface that allows your team to create quotes quickly and efficiently.

4. Review Pricing Plans

Make sure the pricing fits your budget. Some tools charge per user, while others offer different plans for varying needs. Always check for transparency in pricing.

5. Test with a Trial or Demo

Most software offers a free trial or demo. Take advantage of it! This will let you test the features, integrations, and ease of use before committing.

Close Deals Faster with Proposify

The right quoting software can be the difference between a deal dragging on and one closing fast. A good tool makes quoting simple and gives clients a smoother experience.

That’s where Proposify comes in. With our platform, you can put together accurate, branded quotes in minutes, see exactly when prospects engage, and close deals faster with built-in e-signatures. Everything from quoting to approvals to tracking lives in one place, so your team spends less time on admin and more time selling.

Ready to close deals faster? Book a demo today!