11 Best Quoting Software Platforms to Win More Deals in 2026

Quick Summary

The best quoting software depends on how your team sells. Proposify is our top choice for growing businesses thanks to its document tracking, approvals, and CRM integrations. Qwilr stands out for interactive quotes, while HubSpot Quotes is a natural fit for teams already using HubSpot.

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 quotes, 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 11 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, proposal and quoting workflows are what we study every day. Our latest State of Proposals research analyzed 742,137 proposals worth more than $3 billion across 30 industries, giving us firsthand insight into how businesses create quotes, win deals, and improve sales performance.

For this guide, we combined that intelligence with product research, customer reviews, and hands-on evaluation of leading quoting software platforms. The goal is to help you choose a solution that fits your workflow today and can scale with your business tomorrow.

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 11 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 a cloud-based quoting software built for sales teams that need structure, control, and visibility across their proposal process. It helps teams create branded proposals and quotes more consistently, keep content organized, and maintain a professional experience for prospects from send to sign.

Our platform integrates with Salesforce, HubSpot, and other CRMs, keeping your sales data always 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 or software 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. Your team gets the full picture, so every decision about next steps and follow-up is based on data rather than guesswork.

Best for

Sales teams of all sizes, from growing SMBs to multi-office organizations, that need professional, branded quotes with real-time engagement tracking and built-in e-signatures.

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: Select packages, add-ons, or service options directly within the proposal, with pricing updated automatically
• 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 ($19 per user/month): Suited for individuals and small teams that need to send, track, and sign documents with essential features.
• Team ($41 per user/month): Designed for growing sales teams that need CRM integrations, document analytics, and more flexibility in how proposals are built and managed.
• Business (Talk to sales): Built for larger organizations that need more control, visibility, and advanced permissions. Pricing starts at $3,900 per year and includes premium onboarding and support.

Check our pricing page for a detailed plan comparison.

Trial

14-day free trial available. No credit card required.

Pros

• Support options scale by plan, from documentation and email on entry tiers to premium onboarding and dedicated support on the Business plan.
• 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.
• Onboarding options available, including guided setup and custom support on higher tiers.

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.

Best for

Sales teams that need robust CRM and accounting integration with built-in peer review and approval workflows.

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.

Trial

No free trial. Pricing starts at $50/month (Essential plan).

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.

Best for

Sales teams that want interactive, visually engaging client-facing quotes with CRM data pulled in automatically.

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.

Trial

Free trial available on the Business plan. No credit card required.

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.

Best for

Large enterprises already running on Salesforce that need complex product configurations and automated approval workflows.

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.

Trial

No standalone free trial. Available as part of Salesforce Revenue Cloud, starting at $150/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.

Best for

Small businesses and solo operators who want a clean, easy-to-use quoting tool without a steep learning curve.

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.

Trial

30-day free trial available. No credit card required.

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. iQuoteExpress

iQuoteExpress 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.

Best for

Small agencies and freelancers that want catalog-based quoting and proposal tracking in a lightweight, affordable package.

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.

Trial

14-day free trial available.

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.

Best for

IT service providers that need automated, standardized quoting integrated with their existing MSP toolstack.

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.

Trial

Demo available on request. No self-serve free trial listed.

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.

Best for

Sales teams in travel, legal, hospitality, or events that need a flexible quoting tool with industry-specific features built in.

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.

Trial

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.

9. PandaDoc

PandaDoc is a document automation platform that blends quoting, contract management, and e-signatures into a single workspace. Sales teams can create quotes, collect legally binding signatures, and accept payments without switching between tools.

Its template library covers a wide range of industries, and the approval workflows help managers maintain oversight without slowing reps down.

Best for

Mid-size B2B sales teams that need both quoting and contract management handled in one platform, particularly those using HubSpot, Salesforce, or Pipedrive.

Key features

• Document Builder: Drag-and-drop editor for building branded quotes and contracts from scratch or from templates.
• Approval Workflows: Route documents through internal review steps before they reach the client.

• Payment Collection: Accept payments via Stripe, PayPal, or Square directly within the document.

• Content Library: Save reusable pricing blocks, images, and clauses for faster document creation.

Pricing

• Essentials — $19/user/month: Templates, e-signatures, and basic integrations.
• Business — $49/user/month: Approval workflows, custom branding, and advanced integrations.
• Enterprise: Custom pricing for larger organizations with advanced security and SSO needs.

Trial

14-day free trial available on the Essentials and Business plans. No credit card required.

Pros

• Handles both quoting and contracts in one place, reducing tool sprawl
• Strong template library across multiple industries
• In-document payment collection speeds up deal closing

Cons

• Some users report the editor can feel slow with larger documents
• Analytics are less detailed than dedicated proposal tools like Proposify
• Advanced features come with a learning curve

10. Better Proposals

Better Proposals is a lightweight quoting and proposal tool designed for speed. It’s built around a clean, web-based editor that lets agencies, consultants, and freelancers send branded proposals in minutes rather than hours. Proposals are sent as a link, so clients can sign and pay without downloading anything.

Best for

Agencies, consultants, and freelancers who want a fast, easy-to-use proposal tool without the complexity or cost of a full enterprise platform.

Key Features

• Web-Based Proposals: Proposals are delivered as a link, no PDFs, no downloads, and no friction for the client.
• Digital Signatures: Clients can sign directly in the browser, making approvals fast and paperless.
• Payment Integration: Collect a deposit or full payment via Stripe or PayPal the moment a proposal is signed.
• Proposal Tracking: See when your proposal is opened, how long the client spends reading it, and which sections they revisit.

Pricing

• Starter — $13/month: Unlimited templates, detailed analytics, and 10 monthly sends.
• Premium — $21/month: Unlimited seats and 50 monthly sends with custom domains and merge tags.
• Enterprise — $42/month: Unlimited seats and monthly sends with team management.

Trial

14-day free trial on all plans. No credit card required.

Pros

• Very quick to set up and start sending — minimal learning curve
• Clean, professional-looking proposals out of the box
• Combined signing and payment in one step reduces friction

Cons

• Limited customization compared to platforms like Proposify
• API and automation triggers lack detailed document distinctions
• Not well suited to larger sales teams needing approval workflows or CRM-level integrations

11. HubSpot Quotes

HubSpot Quotes is a native quoting feature built directly into HubSpot’s Sales Hub. Rather than a standalone tool, it’s designed for teams already running their sales process inside HubSpot. Reps can pull contact, company, and deal data directly from the CRM to generate a quote in a few clicks — no copy-pasting required.

Best for

HubSpot CRM users who want a frictionless, native quoting experience without adding another tool to their stack.

Key Features

• CRM-Native Quoting: Pull contact, company, and deal data directly from HubSpot into any quote without manual entry.
• Product Library: Store your products and services with set pricing, so reps can add line items in seconds.
• Stripe Payments: Collect payment directly from the quote via Stripe integration.
• Quote Templates: Build reusable branded templates to keep every quote consistent across the team.

Pricing

HubSpot Quotes is included in its Commerce Hub. Plans start as follows:

Sales Hub Starter — $48/month/seat: Basic quoting with e-signatures included.

Sales Hub Professional — $84/month/seat: Adds advanced automation, custom reporting, and approval workflows.

Trial

HubSpot offers a free CRM with limited quoting features. A 14-day free trial is available for its Starter and Professional.

Pros

• Completely native to HubSpot — zero friction if your team already lives in the CRM
• Contact and deal data auto-populates, reducing errors and admin time
• Free tier available for basic use cases

Cons

• Limited design customisation compared to dedicated proposal tools
• Advanced features require a significant jump to Sales Hub Professional pricing
• Not practical for teams not already using HubSpot

Best Quoting Software Selection Criteria

Not all quoting tools are built the same. To put this list together, we evaluated each platform across five key criteria:

• Ease of use: How quickly can a sales rep build and send a professional quote without design or technical help?
• Customisation and branding: Can the tool produce on-brand, polished quotes that reflect your company’s identity?
• Integrations: Does it connect with CRMs, payment tools, and the rest of your sales stack without friction?
• Analytics and visibility: Can you see when a prospect opens your quote, how long they spend on each section, so you know when to follow up?
• Pricing and scalability: Is the tool affordable for smaller teams and scalable as your business grows?

Every tool on this list earned its place by doing at least a few of these things well. Where they fall short, we’ll tell you that too.

How to Choose the Right Quoting Software for Your Business

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? Start your 14-day free trial or book a demo today.

Frequently Asked Questions about Quoting Software

1. What is Quoting Software?

Quoting software is a tool that automates the process of creating, sending, and tracking sales quotes and estimates. Instead of building quotes manually in Word or Excel, it keeps your products, pricing, and templates organized in one place.

This results in fewer errors, faster turnaround times, and professional quotes that are easy for clients to review and approve.

2. What’s the Difference Between Quoting Software and Proposal Software?

Quoting software focuses on creating accurate, itemized pricing documents. It calculates totals, applies discounts, and generates clear cost breakdowns. Proposal software goes further by combining detailed pricing with persuasive content like cover letters, case studies, and scope of work.

Platforms like Proposify bring both together to create a proposal experience that not only includes pricing but also tracks buyer engagement, making it a complete process rather than just a document.

3. What Should I Look for When Choosing a Quoting Software?

The most important factors are ease of use, CRM integration, proposal analytics, e-signature capabilities, and how well the tool reflects your brand. Also consider how it handles approval workflows if your team requires internal sign-off before quotes reach clients.

4. Which Quoting Software is Best for Small Businesses?

For small businesses and scaling sales teams, Proposify is a strong fit. It’s quick to set up, affordable, and delivers professional results without requiring a dedicated implementation team.

What really makes Proposify stand out, however, is that it grows with you by adding workflow controls, CRM integrations, and analytics as your team expands.

5. Does Quoting Software Integrate with CRMs?

Most modern quoting tools integrate with popular CRMs including Salesforce, HubSpot, and Pipedrive. Proposify connects with both Salesforce and HubSpot, pulling deal and contact data directly into your quotes so reps spend less time on data entry and more time closing.

6. Is There a Free Quoting Software Option?

HubSpot offers a free CRM tier with basic quoting features, but most dedicated quoting platforms operate on paid plans.

Instead, many tools offer free trials so teams can test the software before committing. Proposify provides a 14-day free trial with no credit card required, allowing your team to evaluate the full platform risk-free.