# Best Quoting Software - 2026 Reviews & Pricing > Find the best Quoting Software for your organization. Compare top Quoting Software systems with customer reviews, pricing, and free demos. Source: https://www.softwareadvice.com/cpq/quoting-comparison --- [Home](https://www.softwareadvice.com/) / Quoting Software Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. # Best Quoting Software of 2026 Updated June 18, 2026 On this page 1. FrontRunners 2. Popular Comparisons 3. Buyers Guide 4. Related Software Filter products 298 results ### Compare Products Showing 1 - 25 of 298 products #### Company Size - Self-Employed - 2-10 - 11-50 - 51-200 - 201-500 - 501-1000 - 1000+ #### Pricing Options - $$$$$ - $$$$$ - $$$$$ - $$$$$ - $$$$$ ### Compare Products Sort by **Recommendations**: Sorts listings by the number of recommendations our advisors have made over the past 30 days. Our advisors assess buyers’ needs for free and only recommend products that meet buyers’ needs. Vendors pay Software Advice for these referrals. **Reviews**: Sorts listings by the number of user reviews we have published, greatest to least. **Average Rating**: Sorts listings by overall star rating based on user reviews, highest to lowest. **Alphabetically (A-Z)**: Sorts listings by product name from A to Z. [Better Proposals](https://www.softwareadvice.com/electronic-signature/better-proposals-profile/) 4.80 [(166)](https://www.softwareadvice.com/electronic-signature/better-proposals-profile/reviews/) Best for:Small businesses ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary Better Proposals is a proposal management software that helps businesses create, share and organize custom proposals and cover pages. The platform includes customizable templates, which allows organizations to design personalized documents with custom logos, colours or introductory video to establish brand identity with clients. The interactive editor in Better Proposals enables enterprises to write, edit or remove content, modify themes and add background images to proposals. It offers a host of features such as password protection, multilingual content, custom domain, content library, user permissions, approval management, and more. Additionally, administrators can define recurring pricing, request digital signatures from clients and receive notifications about status updates, approvals and follow-ups. Better Proposals supports integration with various third-party applications like Stripe, PayPal, Basecamp, Trello, HubSpot CRM, Zoho and more. Pricing includes monthly/annual subscriptions and support is extended via email, a help center and other online measures.... [Read more](https://www.softwareadvice.com/electronic-signature/better-proposals-profile/) ### Best rated features: Content Management 5.0 Customizable Branding 5.0 Sales Pipeline Management 5.0 Reporting/Analytics 5.0 ### Worst rated features: Drag & Drop 1.0 Third-Party Integrations 3.8 [See all features](https://www.softwareadvice.com/electronic-signature/better-proposals-profile/#key-features) ### Starter $19.00/month Ideal for freelancers and individuals ### Premium $29.00/month Perfect for small businesses ### Enterprise $49.00/month Designed for sales teams [See full pricing details](https://www.softwareadvice.com/electronic-signature/better-proposals-profile/#pricing-and-plans) [Quotient](https://www.softwareadvice.com/product-configurator/quotient-profile/) 4.81 [(135)](https://www.softwareadvice.com/product-configurator/quotient-profile/reviews/) Best for:Value for money ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary Quotient is online quoting software for people who'd rather be winning work than wrestling with documents. If you run a trades, construction, or service business, you know the routine. A customer asks for a price, and suddenly you're copying an old Word document, fixing someone else's numbers, exporting a PDF, and hoping it doesn't land in spam. Then silence. Did they open it? Are they comparing you with someone else? Should you call, or is it too soon? Quotient was built to end that guessing game. What makes it different Your quotes become interactive web pages, not static attachments. Customers open them on any device, tick the optional extras they want, choose between the options you've offered (good, better, best works wonders), and watch the total update as they go. When they're ready, they accept online with one click. If they have a question, they ask it right on the quote, and the whole conversation stays attached to the job instead of buried in an inbox. You'll know the moment your quote is viewed. And when it's time to give a customer a gentle nudge, Quotient flags exactly which quotes need following up and has a ready-to-send message waiting. One click and it's sent. Nothing goes out automatically, so your customers always hear from you, not a robot. Who it's for Quotient is made for small and medium businesses that quote every week: builders, electricians, painters, landscapers, security installers, event companies, IT providers, agencies, and consultants. If you send five or more quotes a week and each one matters, you're exactly who we built this for. It's deliberately simple. You won't find enterprise bloat, per-document fees, or a three-week onboarding course. Most people send their first quote within minutes of signing up. The practical wins Build quotes fast from reusable templates, with photos and file attachments that make your offer stand out. See your acceptance rate, average quote value, and total sales in built-in analytics, so you finally know what's working. And when a quote is accepted, create the Xero or QuickBooks Online invoice in one click. Quotient also connects with Capsule, Insightly, and Mailchimp, plus thousands more apps through Zapier. Support from real people When you need a hand, you'll get a prompt, personal reply from a real human who knows the product inside out. Our reviews mention the support team almost as often as the software itself. There's also a detailed knowledge base and video guides if you prefer to find your own way. Simple pricing, no surprises One flat monthly price for solo users, simple per-user pricing for teams, unlimited quotes on every plan. Try Quotient free, no credit card required, and send a real quote to a real customer today.... [Read more](https://www.softwareadvice.com/product-configurator/quotient-profile/) ### Best rated features: Workflow Management 5.0 Customizable Branding 5.0 Knowledge Base Management 5.0 Content Library 5.0 ### Worst rated features: Reporting & Statistics 3.0 [See all features](https://www.softwareadvice.com/product-configurator/quotient-profile/#key-features) ### Solo $28.00/month 1 Team Member Only. Everything you need to quote like a pro, solo. ### Team $48.00/month 2-5 Team Members Included. Additional team members are $8 USD each per month. \* Private Notes & Team Mentions. \* Personalized Emails & Footers. \* “We / Me” Dashboard Filtering. \* Admin & Non-Admin Access. \* Individual Logins & Easy Access Removal.... [Read more](https://www.softwareadvice.com/product-configurator/quotient-profile/#pricing-and-plans) [See full pricing details](https://www.softwareadvice.com/product-configurator/quotient-profile/#pricing-and-plans) [Jobber](https://www.softwareadvice.com/field-service/jobber-profile/) 4.58 [(1458)](https://www.softwareadvice.com/field-service/jobber-profile/reviews/) Best for:Ease of use ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary Jobber is a cloud-based field service management platform that helps home service businesses run their operations in one place. From scheduling and dispatching to invoicing and customer communication, Jobber keeps work organized for both small teams and growing multi-crew operations—whether you’re in the office or on the job. Designed for service industries like cleaning, landscaping, HVAC, plumbing, and contracting, Jobber brings key tools together in one system. Businesses can manage client details with an integrated CRM, schedule and dispatch crews in real time, track expenses, send professional quotes and invoices, and accept online bookings. Features like a self-serve client hub, automated reminders, and email follow-ups help businesses stay responsive and deliver a professional customer experience. With AI-powered tools like Jobber Copilot, teams get recommendations and insights based on their business activity. Copilot acts as a built-in advisor, helping teams spot opportunities, handle routine tasks faster, and make informed decisions as their workload grows. Jobber also includes marketing tools that help businesses stay connected with customers and bring in new work. Automated email campaigns, referral programs, and review requests help keep schedules full while strengthening relationships with existing clients. For day-to-day job management, Jobber provides flexible scheduling, dispatching, quoting, invoicing, and follow-up tools to help teams stay on top of every job. Customer experience tools include online booking, a client hub for approvals and payments, customizable job forms, and built-in communication tools that keep clients informed. The platform also supports business performance with reporting, credit card processing, marketing tools, and AI-powered insights. Businesses can manage recurring work, track job progress in real time, assign crews, and create professional invoices using customizable templates. Jobber’s mobile app for iOS and Android keeps teams connected in the field, while integrations with payment platforms help streamline invoicing and electronic payments. Beyond software, Jobber supports service businesses with educational resources like Jobber Blueprint, along with community initiatives including events, grants, and industry insights to help businesses succeed at every stage.... [Read more](https://www.softwareadvice.com/field-service/jobber-profile/) ### What users love - Responsive and helpful support team - Intuitive and user-friendly interface - Flexible team scheduling tools ### To take in mind - Expensive plans and add-ons - Cumbersome and limited invoicing features - Slow and restrictive payment handling ### Best rated features: Search/Filter 5.0 Multi-Location 5.0 Real-Time Reporting 5.0 Response Management 5.0 ### Worst rated features: Contractor Database 1.0 Payment Collection in the Field 1.0 Pest Activity Tracking 1.0 [See all features](https://www.softwareadvice.com/field-service/jobber-profile/#key-features) ### Core - Individual $39.00/month For upto 1 user ### Connect - Individual $119.00/month For upto 1 user ### Grow - Individual $199.00/month For upto 1 user [See full pricing details](https://www.softwareadvice.com/field-service/jobber-profile/#pricing-and-plans) [ResponsiBid](https://www.softwareadvice.com/cpq/responsibid-profile/) 4.85 [(40)](https://www.softwareadvice.com/cpq/responsibid-profile/reviews/) ### Pricing availability Free trial: Not available Free version: Not available Software Advice Summary ResponisBid is an online bidding and selling solution that helps small size field-service businesses provide service quotes to potential customers. ResponsiBid enables users to automate bidding and follow-up of service requests. It offers a host of features such as Gmail and Google calendar integration, video support, auto reporting, automatic follow-up reminders, CRM integration and more. A bidding and sales tool, ResponsiBid allows to track and organize leads and connects with websites to provide real-time quotes. Additional features include analytics, custom pricing, templates, and email/text notifications. Besides this, it supports various integrations such as Jobber, Service Monster, The Customer Factor and All Clients. Pricing is based on a per month subscription and support is extended via email, phone and an online help desk.... [Read more](https://www.softwareadvice.com/cpq/responsibid-profile/) ### Best rated features: Mobile Access 5.0 Online Booking 5.0 Customer Database 5.0 Scheduling 5.0 [See all features](https://www.softwareadvice.com/cpq/responsibid-profile/#key-features) [Paperless Parts](https://www.softwareadvice.com/cpq/paperless-parts-profile/) 4.92 [(25)](https://www.softwareadvice.com/cpq/paperless-parts-profile/reviews/) ### Pricing availability Free trial: Not available Free version: Not available Software Advice Summary Paperless Parts is a cloud-based ITAR compliant quoting and collaboration solution for machine shops in the aerospace, defense, industrials and medical devices industries. It offers a central repository that provides visibility of quote status and historical information. Users can quote faster by leveraging geometric features to power their pricing formulas. The geometry engine analyzes parts based on various manufacturing processes to identify potential issues such as tight corners and deep holes or areas that require special tooling. The DFM thresholds can be customized as per the shop’s capabilities. The Smart RFQ form and digital quotes simplify requesting and accepting quotes. The CAD viewing and secure collaboration lets users communicate with their team, customers and vendors.... [Read more](https://www.softwareadvice.com/cpq/paperless-parts-profile/) ### Best rated features: Document Management 5.0 Third-Party Integrations 5.0 API 5.0 Data Import/Export 5.0 [See all features](https://www.softwareadvice.com/cpq/paperless-parts-profile/#key-features) [QuoteWerks](https://www.softwareadvice.com/cpq/quotewerks-profile/) 4.60 [(192)](https://www.softwareadvice.com/cpq/quotewerks-profile/reviews/) Best for:Customer support ### Pricing availability Free trial: Available Free version: Available Software Advice Summary QuoteWerks is a configure, price, quote (CPQ) solution that can be used in any industry for creating sales quotes and proposals. QuoteWerks integrates with customer management solutions like ACT!, ACT! for Web, Autotask, ConnectWise, GoldMine, Google Contacts, Maximizer, MS Dynamics CRM, Outlook, Zoho, HubSpot, salesforce.com, and SugarCRM. QuoteWerks also has its own built-in contact database. Users can import product information by linking QuoteWerks to product database sources like external databases, Excel spreadsheets or text files, or product information can be typed directly into the quote. QuoteWerks can even quote products that are stored in QuickBooks, Sage 50 or Peachtree. Users can get real-time pricing and warehouse availability from vendors as well as product descriptions, product images and marketing descriptions. Users can also submit orders electronically to vendors and receive order status with shipping tracking numbers, serial numbers and more.... [Read more](https://www.softwareadvice.com/cpq/quotewerks-profile/) ### Best rated features: Customizable Fields 5.0 RFP Management 5.0 Bills of Material 5.0 Customizable Branding 5.0 ### Worst rated features: Collaboration Tools 3.0 Content Library 3.6 [See all features](https://www.softwareadvice.com/cpq/quotewerks-profile/#key-features) ### Essential - For Teams & Startups $50.00/month Ideal for businesses that need a powerful, fundamental quoting solution to streamline their sales process. 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... [Read more](https://www.softwareadvice.com/cpq/quotewerks-profile/#pricing-and-plans) ### Balanced - For Scaling Businesses $78.00/month Designed for sales teams ready to supercharge their workflow with real-time insights, digital acceptance, and built-in payment collection. Everything in Essential, Plus: 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... [Read more](https://www.softwareadvice.com/cpq/quotewerks-profile/#pricing-and-plans) ### Pinnacle - For Advanced Workflows $102.00/month Built for sophisticated businesses that require advanced automation and seamless integration with their procurement and supply chain systems. Everything in Essential and Balanced, Plus: Auto Sales Tax Rates (USA) IT/MSP Distributor Content Amazon Business Integration Procurement Tracking and Online Ordering... [Read more](https://www.softwareadvice.com/cpq/quotewerks-profile/#pricing-and-plans) [See full pricing details](https://www.softwareadvice.com/cpq/quotewerks-profile/#pricing-and-plans) [shopVOX](https://www.softwareadvice.com/manufacturing/shopvox-profile/) 4.58 [(243)](https://www.softwareadvice.com/manufacturing/shopvox-profile/reviews/) Best for:Value for money ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary shopVOX is a cloud-based platform for small to large businesses, which helps automate and streamline all processes related to manufacturing of custom products. The centralized platform comes with job boards, which let users create, assign and review tasks for employees through production workflows, calendars and automated job scheduling modules. Designed for custom manufacturing businesses including sign shops, embroiderers, print shops, screen printers and vehicle wrap shops, it provides features such as online proofing, customer asset administration, automatic status updates, sales/leads management and more. Businesses can use quotes management module to prepare customizable templates with discounts specific to certain areas or quantities. shopVOX comes with an open application programming interface, which enables users to modify the system and integrate it with several third-party applications such as QuickBooks, Xero, Outlook365, HubSpot, Zapier, SalesForce and more. Pricing is available on monthly subscriptions and support is extended via phone, email and other online measures.... [Read more](https://www.softwareadvice.com/manufacturing/shopvox-profile/) ### Best rated features: Real-Time Data 5.0 Activity Tracking 5.0 Activity Dashboard 5.0 Client Management 5.0 ### Worst rated features: Data Import/Export 1.0 [See all features](https://www.softwareadvice.com/manufacturing/shopvox-profile/#key-features) ### shopVOX Express $99.00/month $99/month with one user Extra users are $19 per user/month USD 14 day Free Trial of shopVOX Express is available... [Read more](https://www.softwareadvice.com/manufacturing/shopvox-profile/#pricing-and-plans) ### shopVOX PRO $199.00/month $199/month Base Plan including one user $39 per user/month Add-ons are available to customize shopVOX PRO... [Read more](https://www.softwareadvice.com/manufacturing/shopvox-profile/#pricing-and-plans) [See full pricing details](https://www.softwareadvice.com/manufacturing/shopvox-profile/#pricing-and-plans) [Quoter](https://www.softwareadvice.com/cpq/quoter-profile/) 4.65 [(54)](https://www.softwareadvice.com/cpq/quoter-profile/reviews/) ### Pricing availability Free trial: Not available Free version: Not available Software Advice Summary Quoter is a cloud-based solution designed to help service-based businesses manage the entire quoting lifecycle using electronic signature capture, tracking, CRM, accounting and automation tools. Key features include pricing management, product configurator, quote/proposal creation and online payments. Teams using Quoter can utilize predefined templates, add various content including proposals, pricing, quotes, product descriptions and configuration and share them with stakeholders. The centralized platform allows users to configure sales quotes with company logo/theme, establishing brand visibility across multiple platforms. Additionally, enterprises can determine costs of products/services, automate calculations and display margin performance in the dashboard. Quoter allows integration with various third-party applications such as Webhooks, MailChimp, Zapier and more. Pricing is available on monthly subscriptions and support is extended via documentation, phone and other online measures. Send winning sales quotes in minutes.... [Read more](https://www.softwareadvice.com/cpq/quoter-profile/) ### Best rated features: Automated Quoting 5.0 Lead Management 5.0 Document Review 5.0 Client Portal 5.0 ### Worst rated features: Knowledge Base Management 3.0 Catalog Management 3.4 Contact Management 3.8 Discount Management 3.8 [See all features](https://www.softwareadvice.com/cpq/quoter-profile/#key-features) [Zigaflow](https://www.softwareadvice.com/fleet-management/zigaflow-profile/) 4.93 [(15)](https://www.softwareadvice.com/fleet-management/zigaflow-profile/reviews/) ### Pricing availability Free trial: Available Free version: Available Software Advice Summary Designed with small to medium-sized businesses and enterprises in mind, Zigaflow is the perfect solution for companies across tech, services, manufacturing, and many more industries, seeking to transform their operations without overly complicated software set up. Why does Zigaflow stand out? User-friendly: Zigaflow is built for real people. With its intuitive interface, even those without a tech background can easily set up and master the software, making your transition to digital efficiency as smooth as possible. Automate with ease: Say goodbye to repetitive tasks. Our platform automates your workflows, allowing you to focus on what truly matters—growing your business and serving your customers. Customization without complexity: Adapt Zigaflow to your unique needs without a single line of code. Our no-code solution empowers you to tailor settings and automations, ensuring a perfect fit for your business model. Integration made simple: Connect Zigaflow with the tools you already use and love, like email, accounting software, and more, creating a seamless ecosystem for your business operations. Support every step of the way: Embark on your Zigaflow journey with confidence, knowing our dedicated support team is here to assist you. Even from your first moment on a trial, you have full access to our support. How will Zigaflow transform your business? Efficiency unleashed: Automations and integrations streamline operations, freeing up time and resources. This means you can achieve more, faster, without expanding your team. Reduce errors, Increase satisfaction: Minimize mistakes with our robust management tools. From pricing to project management, Zigaflow ensures accuracy, enhancing your service quality and customer satisfaction. Anywhere, anytime access: With Zigaflow's responsive design, manage your business on the go, ensuring flexibility and continuity, whether you're in the office, at home, or in the field. Who thrives with Zigaflow? Our software is a game-changer for businesses eager to upgrade their operational efficiency without the tech hassle. Whether you're a startup looking to scale, a growing SMB, or an established enterprise seeking agility, Zigaflow is your partner in success. Ready to take the next step? Experience the Zigaflow difference for yourself. Request a demo today and see how we can help your business thrive in an ever-changing world.... [Read more](https://www.softwareadvice.com/fleet-management/zigaflow-profile/) ### Essentials £79.00/month Your Business Operations, Organized. ### Go £199.00/month Accelerate Your Growth, Simply. ### Momentum £399.00/month Unleash Your Business's Full Potential. [See full pricing details](https://www.softwareadvice.com/fleet-management/zigaflow-profile/#pricing-and-plans) [Knowify](https://www.softwareadvice.com/construction/knowify-profile/) 4.53 [(109)](https://www.softwareadvice.com/construction/knowify-profile/reviews/) Best for:Ease of use ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary Knowify helps contractors budget, manage and invoice every construction project and service job with precision and get insights. All work happens in one intuitive platform that integrates seamlessly with QuickBooks. Knowify acts as a hub for you and your team to manage and analyze every projec. It helps users take every project from bid through final payment, with complete control at every step. Users get more organized by building project budgets and proposals, tracking costs and managing their team and equipment, as well as invoicing their clients. The tool helps create change orders, pull WIP reports, create AIA-invoices and more.Knowify was built from the ground up to connect with QuickBooks Online, along with QuickBooks Payroll, Time and Payments. A real-time, bidirectional sync means the team can work wherever they’re most comfortable.... [Read more](https://www.softwareadvice.com/construction/knowify-profile/) ### Best rated features: Cost Tracking 5.0 Accounting 5.0 Audit Trail 5.0 Job Scheduling 5.0 [See all features](https://www.softwareadvice.com/construction/knowify-profile/#key-features) ### Core $99.00/month Unbeatable value. Bid, execute, and invoice for fixed-price and AIA jobs while managing your team. Includes 1 user + $10 / month / additional user... [Read more](https://www.softwareadvice.com/construction/knowify-profile/#pricing-and-plans) ### Advanced $249.00/month For small teams - Includes 1 user + $10 / month / additional user ### Enterprise Custom Pricing available upon request For larger or more complex teams [See full pricing details](https://www.softwareadvice.com/construction/knowify-profile/#pricing-and-plans) [Expedite Commerce](https://www.softwareadvice.com/accounting/expedite-commerce-profile/) 4.76 [(21)](https://www.softwareadvice.com/accounting/expedite-commerce-profile/reviews/) ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary Expedite Commerce is a cloud-based Revenue Operations and Management platform that serves sophisticated businesses in SaaS, Manufacturing, XaaS (anything-as-a-service), IoT, Communications, and B2B subscriptions. We offer a product suite that helps manage your buyer journey end-to-end. Products include e-commerce software, digital sales room software, CPQ (configure-price-quote) software, Contract Lifecycle Management (CLM) software, Recurring Billing software, Revenue Cycle Management software, and Subscription Management software. These solutions enable leaders in Sales Operations, Marketing Operations, and Subscription Finance and Revenue to get a bird’s eye view of metrics that matter and actionable insights on a unified dashboard. 𝗖𝗣𝗤 𝗦𝗼𝗳𝘁𝘄𝗮𝗿𝗲 The Expedite Commerce CPQ is an advanced quote-to-cash solution. It enables quick, accurate, and highly configured quotes for B2B businesses. It comes with powerful features like guided selling, guided selection, and dynamic 3D visualization. The CPQ software is quick to deploy, scalable, and demands no coding for customizations. 𝗲𝗖𝗼𝗺𝗺𝗲𝗿𝗰𝗲 𝗦𝗼𝗳𝘁𝘄𝗮𝗿𝗲 The Expedite Commerce eCommerce solution helps build storefronts for sophisticated B2B, B2C, and B2B2C businesses to create a branded online presence, gain sales efficiencies, expand market outreach, and improve customer experience. 𝗦𝘂𝗯𝘀𝗰𝗿𝗶𝗽𝘁𝗶𝗼𝗻𝘀 & 𝗕𝗶𝗹𝗹𝗶𝗻𝗴 𝗦𝗼𝗳𝘁𝘄𝗮𝗿𝗲 The Expedite Commerce Subscriptions & Billing solution suite enables subscription-based companies to streamline recurring billing, put revenue recognition and reconciliation on auto-pilot, and forecast revenue streams in real-time. Expedite Commerce is built atop Salesforce and seamlessly integrates with your favorite CRM, ERP, tax and accounting, payments, communications, and other leading business tools and solutions. All our solutions are highly extensible, configurable, and interoperable.... [Read more](https://www.softwareadvice.com/accounting/expedite-commerce-profile/) ### Best rated features: Payment Processing 5.0 Workflow Management 5.0 Order Management 5.0 Subscription Plan Management 5.0 [See all features](https://www.softwareadvice.com/accounting/expedite-commerce-profile/#key-features) ### CPQ $90.00 Starting at $90 USD per user per month. Minimums apply. Portal licenses are available at additional cost.... [Read more](https://www.softwareadvice.com/accounting/expedite-commerce-profile/#pricing-and-plans) ### QTC for XaaS $90.00/year Manage complete buying journey for SaaS, XaaS, or IoT companies. Lets your team Sell Faster and Deliver Sooner and Build Relationships with Quote-to-Cash: • Includes all feature in the CPQ edition • Subscription and Renewal Management • Serialized Hardware Device Management • Provisioning Connector\*\* • Avalara Tax Connector • ERP Connector\*\* • Customer Portal\*\* • 3rd Party Portal\*\* • Includes Salesforce Platform for Expedite Commerce OEM • \*USD/user/month\* (billed annually) • \*\* Available at an additional fee • \*\*\* must be purchased with Enterprise Billing... [Read more](https://www.softwareadvice.com/accounting/expedite-commerce-profile/#pricing-and-plans) ### CPQ for Brands $110.00 Starting at $110 USD per user per month. Minimums apply. Portal licenses are available at additional cost.... [Read more](https://www.softwareadvice.com/accounting/expedite-commerce-profile/#pricing-and-plans) [See full pricing details](https://www.softwareadvice.com/accounting/expedite-commerce-profile/#pricing-and-plans) [iQuoteXpress](https://www.softwareadvice.com/rfp/iquotexpress-profile/) 4.76 [(21)](https://www.softwareadvice.com/rfp/iquotexpress-profile/reviews/) ### Pricing availability Free trial: Not available Free version: Not available Software Advice Summary iQuoteXpress (IQX) is a sales proposal automation solution that reduces the time and costs it takes to make sales quotes by more than half. Used across almost every vertical—tech, real estate, manufacturing, education, and more—IQX benefits any organization with a sales team that builds, sends, and tracks sales quotes. With a dynamic product and pricing configuration engine and professionally designed templates, it enables salespeople with little or even no experience in creating proposals to make professional, accurate, and engaging sales quotes in just a few minutes. IQX integrates with Zoho CRM and Books, Dynamics CE and F&O, Salesforce, Oracle, and other solutions with ease, and may also be used as a standalone solution. And it’s a fully supported cloud-based solution: IQX developers can create your product/pricing configurations, upload templates, and assist you before, during, and after implementation. IQX offers per-user, per-month pricing, enabling easy scalability for businesses across all major vertical markets.... [Read more](https://www.softwareadvice.com/rfp/iquotexpress-profile/) ### Best rated features: Reporting & Statistics 5.0 Accounting Integration 5.0 Proposal Generation 4.8 Catalog Management 4.8 ### Worst rated features: Electronic Signature 3.3 Price and Cost Calculations 4.0 Content Library 4.0 [See all features](https://www.softwareadvice.com/rfp/iquotexpress-profile/#key-features) [CIS Configurator](https://www.softwareadvice.com/cpq/cis-configurator-profile/) 4.85 [(13)](https://www.softwareadvice.com/cpq/cis-configurator-profile/reviews/) ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary CIS Configurator is a cloud-based tool for large and midsize manufacturing businesses. It helps automate configuring, pricing and quote generation. It can operate as a standalone solution using its own SQL database or integrate with other applications. On-premise deployments are also available. The Quotebuilder module allows users to automate the quoting process for sales personnel, resellers, dealers and customers. Quotes containing configured items and stock data can be created, edited, revised and copied and are stored in a central database. Documents can also be uploaded. Multi-currency support and conversion price lists are also provided. The Configurator module enables users to import and export items and item features, descriptions, prices and answers to questions. Users can customize different categories, fields, various question behaviors and update pricing. Monthly and perpetual licenses are available, as well as a free trial. Support is offered over the phone and via email.... [Read more](https://www.softwareadvice.com/cpq/cis-configurator-profile/) ### Best rated features: Price and Cost Calculations 5.0 Discount Management 5.0 Pricing Management 5.0 Proposal Generation 5.0 ### Worst rated features: Real-time Product Visualizations 4.0 [See all features](https://www.softwareadvice.com/cpq/cis-configurator-profile/#key-features) ### Subscription - Monthly $595.00/month Our system is available for all sizes of organizations, we have customers with five users to enterprise organizations with hundreds of users. Our entry point starts with five users. One Admin user One Model-Builder (Embeds logic in the application) Three Quote/Configurator users... [Read more](https://www.softwareadvice.com/cpq/cis-configurator-profile/#pricing-and-plans) [See full pricing details](https://www.softwareadvice.com/cpq/cis-configurator-profile/#pricing-and-plans) [Hive CPQ](https://www.softwareadvice.com/product-configurator/hive-cpq-profile/) 4.90 [(10)](https://www.softwareadvice.com/product-configurator/hive-cpq-profile/) ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary Hive CPQ is a Configure Price Quote software for manufacturers of complex products. The solution simplifies the sales process by allowing users to configure products, consult accurate prices, and generate quotes with ease. It supports sales in six different steps: 1. CONFIGURATION: The Hive product configurator enables users to compose products until they perfectly meet the customer’s wishes. Interactive 3D models and predetermined questions help users through the configuration. Our rules engine instantly validates all product configurations, so inaccurate configurations cannot be ordered. 2. PRICE: Hive CPQ immediately calculates the correct price for the product configuration based on price lists provided by manufacturers. Our software takes variables such as different pricing per region, volume discounts or pricing per customer group into account. Say goodbye to calculating prices manually. 3. QUOTE: Generate a customized quote within minutes with Hive CPQ. Use templates made by your marketing team, the Hive CPQ engine will instantly fill out the product and pricing information, including 3D models. 4. ORDER: Place your order online on Hive CPQ. Our software will immediately send the information to the right places in your technological environment (your ERP, CRM, CAD or other systems). 5. PRODUCTION: Time to start producing! Hive CPQ has already validated the configurations and spare parts, so production happens more smoothly. The order status can be tracked on the platform at any time. 6. CUSTOMER SERVICE: Identifying the correct spare part in customer service can be a real challenge. Hive CPQ has a unique system to avoid costly mistakes: Using exploded views of all products, Bill Of Materials (BOMs), and product serial numbers, users can quickly identify and re-order their spare parts. The extensiveness of our solution makes Hive unique in the CPQ market. Hive CPQ is a perfect fit for manufacturers and their distribution network. Distributors get their own login to the software and can configure or order products without the help of a sales representative. Incoming orders have already been validated, so manufacturers can immediately start producing. This creates a huge boost in the volume of closed sales! Supporting your sales process with CPQ allows you to spend less time quoting and more time selling, resulting in sustainable growth, an unseen buying experience for distributors and customers, and efficient workflows! Hive CPQ serves medium to large manufacturing enterprises. The platform is trusted by leading companies in the industry and has over 8000 monthly users in more than 80 countries. Our pricing is dynamic and depends on the requirements and features you need in Hive CPQ. We have a team of CPQ experts assisting you with integrations, project setup, maintenance and more. Our team has been awarded with the Best Support in the CPQ industry multiple times. So, why Hive CPQ? - The most user-friendly interface - Easy to implement and maintain - For omnichannel sales - Team of CPQ experts for the best support Want to start working more efficiently? Learn more on hivecpq.com Or contact us for a personalized demo!... [Read more](https://www.softwareadvice.com/product-configurator/hive-cpq-profile/) ### Best rated features: Price and Cost Calculations 4.5 Quotes/Estimates 4.0 3D Imaging 4.0 Rule-based Configuration 4.0 ### Worst rated features: eCommerce Management 4.0 Contact Management 4.0 Product Configurator 4.0 Rule-based Configuration 4.0 [See all features](https://www.softwareadvice.com/product-configurator/hive-cpq-profile/#key-features) ### Basic €1,500.00/month [See full pricing details](https://www.softwareadvice.com/product-configurator/hive-cpq-profile/#pricing-and-plans) [Epicor CPQ](https://www.softwareadvice.com/product-configurator/kbmax-profile/) 4.62 [(21)](https://www.softwareadvice.com/product-configurator/kbmax-profile/reviews/) ### Pricing availability Free trial: Not available Free version: Not available Software Advice Summary Epicor CPQ ensures every configuration is accurate, profitable, and optimized from an engineering standpoint. It then automatically calculates pricing and generates a quote. Finally, it generates CAD drawings and bills of materials for the unique configurations, saving a lot of manual work and connecting sales, engineering, and manufacturing teams seamlessly. Epicor CPQ makes the sales process highly engaging for customers, who can see their products come to life on-screen before placing an order. It also makes the engineer-to-order (ETO) process faster, more efficient, and collaborative for the whole company. Customers receive quotes and have their orders processed more rapidly than with any of your competitors. Here’s what sets Epicor CPQ apart: \*Captivating Visual Experience: Customers experience your products like never before with gaming-quality 2D, 3D, and AR configurators. \*Instant Pricing and Quotes: Dynamic pricing and real-time quotes reduce week-long sales cycles to seconds. \*Engineer-to-Order Automation: Everything needed to manufacture your product—from CAD files to BOMs—is generated automatically, enabling a truly automated manufacturing process. \*No-Code Rule Creation: Creating and maintaining the rules that constrain how your products are configured, priced, and sold is easy, thanks to Epicor CPQ’s intuitive, no-code rules engine. \*Immersive eCommerce Configurator: Epicor CPQ is the only solution that lets you embed a visual configurator into your website, boosting average conversion rates by 40%. \*Seamless System Integration: Epicor CPQ integrates easily with any of your websites, apps, and core systems like ERP, CRM, and PIM. \*Cloud-Based Convenience: Manage your CPQ processes from anywhere, on any device, at any time, with our fully cloud-native solution. \*Trusted Worldwide: Join a global community of over 538,000 users across 36 countries, all enjoying the reliability and comprehensive support provided by Epicor Corporation.... [Read more](https://www.softwareadvice.com/product-configurator/kbmax-profile/) ### Best rated features: API 5.0 Approval Workflow 5.0 Price/Margin Management 5.0 Price and Cost Calculations 5.0 ### Worst rated features: 3D Imaging 3.5 eCommerce Management 4.0 2D Drawing 4.0 [See all features](https://www.softwareadvice.com/product-configurator/kbmax-profile/#key-features) ### KBMax (Epicor CPQ) Standard $150.00/month The plan is billed annually. ### KBMax (Epicor CPQ) Plus Custom Pricing available upon request The detailed pricing is available on request. [See full pricing details](https://www.softwareadvice.com/product-configurator/kbmax-profile/#pricing-and-plans) [XaitCPQ](https://www.softwareadvice.com/cpq/blueprintcpq-profile/) 4.67 [(15)](https://www.softwareadvice.com/cpq/blueprintcpq-profile/) ### Pricing availability Free trial: Not available Free version: Not available Software Advice Summary Tired of quote errors and delays that block revenue? Meet XaitCPQ; the specialist solution for quoting complex projects, products and services. - Automate pricing; avoid errors and margin erosion - Calculate and manage project risk - Collaborate with experts and win more deals, faster Be it large projects across multiple locations, or global users with language and price localization, XaitCPQ’s powerful and flexible rules engine means no situation is too large or complex. XaitCPQ customers reduce time to quote by 50% and respond to 65% more requests - and increase profitability by up to 26%.... [Read more](https://www.softwareadvice.com/cpq/blueprintcpq-profile/) ### Best rated features: Activity Dashboard 5.0 Billing & Invoicing 5.0 Real-Time Data 5.0 Electronic Signature 5.0 ### Worst rated features: Catalog Management 4.0 Product Configurator 4.0 [See all features](https://www.softwareadvice.com/cpq/blueprintcpq-profile/#key-features) [AI Docs](https://www.softwareadvice.com/cpq/ai-docs-profile/) 5.0 [(7)](https://www.softwareadvice.com/cpq/ai-docs-profile/) ### Pricing availability Free trial: Not available Free version: Available Software Advice Summary Small and midsized companies can now afford to efficiently create, execute, and manage contracts with AI Docs contract automation software. A very usable Free Plan is available and if more functionality is needed, our Standard and Enterprise subscription plans can be purchased. All three plans include five hours of free professional services to set up your first contract template. Companies have documented up to $800,000 annually of saved labor, improved quality, and increased revenue by using the AI Docs contract lifecycle management (CLM) solution. AI Docs gets results for small and medium-sized businesses by focusing on the functionality these organizations need most. Here are the features that AI Docs contract automation software is known for: - Cloud architecture - Securely hosted at AWS - 2FA - Simple to implement - Easy to use for clients and salespeople - Configurator functionality - Document logic - Workflow templates - Native electronic signature - Contract statuses - PDF and Word contract outputs AI Docs’ technical advantage is the software’s ability to easily capture rules that can ultimately guide your less contract-savvy users such as salespeople, to generate contracts fast and error-free. AI Docs’ biggest advantage is the commitment of every team member to our customers’ success. Contract automation software can help small and midsized businesses in setting up and running repeatable contract processes with minimal manual work. Contract automation helps companies to: - SAVE LABOR: Manually putting together customer-specific contracts can take hours of employee effort that can be virtually eliminated through contract automation software. Time and manpower are wasted when an employee must find the correct version of the contract (usually in Microsoft Word), hunt down the customer-specific details from the sales team, enter the information into the Word template while simultaneously adhering to any contract conditional rules that have been annotated, and send the contract to sales for relay to the customer. Even after the contract is created, the effort required to manually execute and administer the contract can be labor intensive. Using contract automation software can reduce the effort employees spend on contracts by as much as 90%. - IMPROVE QUALITY: With contract automation, small and midsized businesses can consistently produce contracts that are free of any embarrassing or costly errors. The most respected companies are often known for the overall quality of their products and processes. Investing in contract automation is an extension of this commitment by the finest companies to improve quality and eliminate waste. - INCREASE REVENUE: More deals close when businesses can provide contracts to customers immediately upon request and facilitate simple electronic signatures from any device. Contract automation does this by creating contracts in minutes and eliminating bottlenecks by allowing a broader group of people (such as salespeople) to generate contracts from anywhere, at any time. Additionally, the time freed up with contract automation can often be spent on higher-value, revenue-generating activities. - GAIN CONTROL: Often the driving force behind the implementation of contract automation is a business’ discomfort with the way it manages contracts. Contract automation software helps small and midsized businesses gain control by automating contract creation, contract workflows, and the storing of contracts in a central location. Having a single repository for contracts and related data, reminders, and tasks can provide greater visibility to management and tighten contract security. Although not all businesses experience the same benefits, the advantages of automating your contracts with AI Docs becomes clear when you consider how tedious and time-consuming it is to oversee contracts manually.... [Read more](https://www.softwareadvice.com/cpq/ai-docs-profile/) ### Best rated features: Document Export 5.0 Assisted Content Creation 5.0 Multi-Language 5.0 Search 5.0 [See all features](https://www.softwareadvice.com/cpq/ai-docs-profile/#key-features) [Revv](https://www.softwareadvice.com/crm/revv-sales-profile/) 4.65 [(20)](https://www.softwareadvice.com/crm/revv-sales-profile/reviews/) ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary Revv, a modern eSignature solution, pushes the boundaries of document automation and workflows. Revv gives you the flexibility to create documents from its rich template library or upload and send external WORD/PDF documents for electronic signatures. Additionally, it offers various signature types to meet every possible eSignature scenario. Whether you want to generate bulk documents for electronic signatures or obtain signatures on fillable web forms, Revv makes everything possible. It provides instant notifications, document analytics, and audit trails to keep you updated. Revv doubles the protection of your eSigning process with email and SMS authentication. Revv offers a robust proof of eSignature with state-of-the-art evidence management. It also offers video authentication for clickwrap signatures. Integrate business apps with Revv to simplify complex tasks and run your signing process seamlessly. Revv is an all-in-one, no-code eSignature platform to run your business anywhere, anytime, and from any device. Revv provides robust protection and operates in a secure environment with multiple levels of encryption and compliance with local laws. Revolutionize your eSigning processes and document automation with Revv!... [Read more](https://www.softwareadvice.com/crm/revv-sales-profile/) ### Basic $15.00/month [See full pricing details](https://www.softwareadvice.com/crm/revv-sales-profile/#pricing-and-plans) [PandaDoc](https://www.softwareadvice.com/contract-management/pandadoc-profile/) 4.50 [(1252)](https://www.softwareadvice.com/contract-management/pandadoc-profile/reviews/) Best for:Small businesses ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary PandaDoc is cloud-based document management software that helps users create proposals, quotes, contracts and more. The solution is mostly used by sales and marketing teams and company leadership. It allows users to choose from a variety of proposal templates, which are free to download and customize. It also provides options to change the language and currency used in documents depending on regional standards. With its collaboration feature, various teams can collaborate on a single document by commenting and in-activity logging. The platform offers a built-in e-signature feature that allows signers to approve and sign documents from anywhere, anytime. PandaDoc analytics provides real-time statistics regarding who has viewed the proposal, how many times they saw the proposal and how much time spent on the proposal. Additionally, the solution also provides a centralized dashboard that offers an overview of the proposal's performance. PandaDoc comes is available via a subscription-based pricing model on per user basis. It provides integration with Salesforce, HubSpot and more.... [Read more](https://www.softwareadvice.com/contract-management/pandadoc-profile/) ### What users love - Intuitive setup and navigation - Customizable templates for efficiency - Streamlined diGital contract workflows ### To take in mind - Editing limitations and clunky tools - Slow and unresponsive support experience - Clunky and confusing interface design ### Best rated features: Data Extraction 5.0 Pricing and Cost Calculations 5.0 Automated Quoting 5.0 Template Management 5.0 [See all features](https://www.softwareadvice.com/contract-management/pandadoc-profile/#key-features) ### Starter $19.00/month Up to 5 templates ### Business $49.00/month Unlimited seats ### Enterprise Custom Pricing available upon request Unlimited seats [See full pricing details](https://www.softwareadvice.com/contract-management/pandadoc-profile/#pricing-and-plans) [Powertrak CPQ](https://www.softwareadvice.com/product-configurator/axonom-profile/) 4.86 [(7)](https://www.softwareadvice.com/product-configurator/axonom-profile/reviews/) ### Pricing availability Free trial: Not available Free version: Not available Software Advice Summary Provide your sales team, partners, and customers around the world with cloud-based tools to configure and quote products, design room/spaces, and then experience it in immersive virtual reality. Axonom’s solution suite automates the configure, price, quote, and ordering processes for global manufacturers and distributors. Powertrak CPQ software features guided selling, drag-and-drop 2D and 3D configurators with floor space planning, and virtual reality and augmented reality experiences. For internal sales reps and external partners, Powertrak improves sales efficiency and effectiveness by shortening the sales cycle and eliminating common obstacles such as product combination errors, miscalculated costs, and quoting delays. For customers, Powertrak Visual CPQ encourages those with little-to-no knowledge of your product(s) to become less apprehensive and more engaged in designing and ordering. Many medical equipment, data center equipment, fitness equipment, and other manufacturers integrate Powertrak CPQ into leading CRM and ERP systems, eCommerce platforms, or deploy stand-alone.... [Read more](https://www.softwareadvice.com/product-configurator/axonom-profile/) [GleanQuote](https://www.softwareadvice.com/cpq/gleanquote-profile/) 4.83 [(6)](https://www.softwareadvice.com/cpq/gleanquote-profile/) ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary GleanQuote is a cloud-based quoting solution, which assists teams with product / service configuration, custom pricing and proposal automation. The application comes with a drag-and-drop builder, which helps users create proposal templates and convert them into web pages. The solution enables team members to manage product catalogs and design standalone or multiple quotations. Managers can use the analytics feature to track client views and generate reports based on parameters such as date, time, frequency and section visit. GleanQuote integrates with third-party platforms such as HubSpot, Salesforce , Pipedrive and QuickBooks. The solution lets users monitor proposal submissions and send reminders to customers. It is available on a monthly subscription and support is provided via email.... [Read more](https://www.softwareadvice.com/cpq/gleanquote-profile/) ### Best rated features: Discount Management 5.0 Catalog Management 5.0 Pricing Management 5.0 Document Management 5.0 ### Worst rated features: Templates 2.5 Contact Management 4.0 [See all features](https://www.softwareadvice.com/cpq/gleanquote-profile/#key-features) ### Basic $25.00/month [See full pricing details](https://www.softwareadvice.com/cpq/gleanquote-profile/#pricing-and-plans) [Quote Manager CPQ](https://www.softwareadvice.com/product-configurator/quote-manager-profile/) 5.0 [(4)](https://www.softwareadvice.com/product-configurator/quote-manager-profile/) ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary Quote Manager enables users to create and send professionally branded quotes from Dynamics 365 in a few minutes. As a native solution, Quote Manager works with all the standard Dynamics features including word templates, PDF generation, email PDF, export to excel, dashboards, charts, email templates, Power Automate and Power BI.... [Read more](https://www.softwareadvice.com/product-configurator/quote-manager-profile/) ### Best rated features: Quotes/Estimates 5.0 Product Catalog 5.0 Reporting & Statistics 5.0 Approval Workflow 5.0 [See all features](https://www.softwareadvice.com/product-configurator/quote-manager-profile/#key-features) ### Basic £19.50/month [See full pricing details](https://www.softwareadvice.com/product-configurator/quote-manager-profile/#pricing-and-plans) [Crete Quote](https://www.softwareadvice.com/cpq/crete-quote-profile/) 5.0 [(2)](https://www.softwareadvice.com/cpq/crete-quote-profile/) ### Pricing availability Free trial: Available Free version: Available Software Advice Summary Crete Quote is a quoting software that helps businesses in the construction sector input price per square foot to generate quotes in real-time. The platform enables managers to ember quote promo banners across websites and gain insights into project calendars to track availability. Administrators can manage customer relationships and collect customer deposit payments using a unified interface. Additionally, Crete Quote lets stakeholders track market trends and instantly email quotes to clients.... [Read more](https://www.softwareadvice.com/cpq/crete-quote-profile/) ### Best rated features: Third-Party Integrations 5.0 Contact Management 5.0 Quotes/Estimates 5.0 [See all features](https://www.softwareadvice.com/cpq/crete-quote-profile/#key-features) ### Basic Custom Pricing available upon request [See full pricing details](https://www.softwareadvice.com/cpq/crete-quote-profile/#pricing-and-plans) [OptiOffer](https://www.softwareadvice.com/cpq/optioffer-profile/) 5.0 [(2)](https://www.softwareadvice.com/cpq/optioffer-profile/) ### Pricing availability Free trial: Not available Free version: Available Software Advice Summary OptiOffer is changing the way businesses buy & sell equipment and supplies by revolutionizing how product catalogs work. OptiOffer is the revolutionary SRP (Supplier - Reseller Platform) that equipment sales professionals use. Known for its revolutionary price quoting system and shareable eCatalog network. It connects the suppliers' product catalog with its resellers to automate and streamline their quoting and order creation & management. Our focus is to provide a B2C experience in the B2B world to achieve connected selling and streamlined buying. No more PDF catalog or Excel price list import, copy/paste, and hundreds of emails. By connecting with your partners, you will have the latest products and data available instantly. We want to empower sales teams to confidently sell using their mobile phones in front of their customers and get deals signed and paid on the spot.... [Read more](https://www.softwareadvice.com/cpq/optioffer-profile/) [SolSuite](https://www.softwareadvice.com/catalog-management/solidify-profile/) 5.0 [(2)](https://www.softwareadvice.com/catalog-management/solidify-profile/) ### Pricing availability Free trial: Not available Free version: Not available Software Advice Summary SolSuite is a cloud-based configure price and quote (CPQ) management solution that helps sales teams to automate their quotation routines and manage interactions with clients SolSuite provides sales teams with tools such as discount structures, a centralized database for saving product information and pricing details, bills of material, quote-to-orders and renewals, built-in quote templates and a portal for distributors to generate quotes and share with clients. It features turnkey implementation and supports integration with various CRM and ERP applications. SolSuite also features sales team performance tracking, role-based user permissions, approval workflows, reporting analytics and quote versus opportunity measurement to help users manage their quotation pipeline. A real-time dashboard gives information about lead and quote performance and displays immediate actions, pending to-dos and activity logs. SolSuite offers support via email, phone and other online resources.... [Read more](https://www.softwareadvice.com/catalog-management/solidify-profile/) 1 [2](https://www.softwareadvice.com/cpq/quoting-comparison/?page=2)[3](https://www.softwareadvice.com/cpq/quoting-comparison/?page=3)[4](https://www.softwareadvice.com/cpq/quoting-comparison/?page=4)[5](https://www.softwareadvice.com/cpq/quoting-comparison/?page=5) ... [12](https://www.softwareadvice.com/cpq/quoting-comparison/?page=12) ## Popular Comparisons [ Odoo vs Xero ](https://www.softwareadvice.com/crm/odoo-profile/vs/xero/)[ FieldPulse vs Jobber ](https://www.softwareadvice.com/field-service/fieldpulse-profile/vs/jobber/)[ Abby vs PayPal Invoicing ](https://www.softwareadvice.com/cpq/abby-profile/vs/paypal-invoicing/)[ PandaDoc vs Qwilr ](https://www.softwareadvice.com/contract-management/pandadoc-profile/vs/qwilr/) ## Your Guide to Top Quoting Software, May 2025 Software Advice uses reviews from real software users to highlight the top-rated Quoting products in North America. [Learn how products are chosen](https://www.softwareadvice.com/legal-page/frontrunners-methodology/) #### Explore FrontRunners - [Better Proposals](https://www.softwareadvice.com/electronic-signature/better-proposals-profile/) - [Bitrix24](https://www.softwareadvice.com/nonprofit/bitrix24-profile/) - [Cacheflow](https://www.softwareadvice.com/crm/cacheflow-profile/) - [DealHub](https://www.softwareadvice.com/accounting/dealhub-profile/) - [FieldPulse](https://www.softwareadvice.com/field-service/fieldpulse-profile/) - [Invoice Fly](https://www.softwareadvice.com/product/510852-Invoice-Fly/) - [Jobber](https://www.softwareadvice.com/field-service/jobber-profile/) - [Keap](https://www.softwareadvice.com/crm/infusionsoft-crm-profile/) - [PandaDoc](https://www.softwareadvice.com/contract-management/pandadoc-profile/) - [Proposify](https://www.softwareadvice.com/cpq/proposify-profile/) - [QuoteWerks](https://www.softwareadvice.com/cpq/quotewerks-profile/) - [Quotient](https://www.softwareadvice.com/product-configurator/quotient-profile/) - [Salesforce Revenue Cloud](https://www.softwareadvice.com/revenue-management/salesforce-revenue-cloud-profile/) - [Scoro](https://www.softwareadvice.com/psa/scoro-profile/) - [ServiceBox](https://www.softwareadvice.com/field-service/servicebox-profile/) - [shopVOX](https://www.softwareadvice.com/manufacturing/shopvox-profile/) - [Synchroteam](https://www.softwareadvice.com/scheduling/synchroteam-profile/) - [Xero](https://www.softwareadvice.com/accounting/xero-profile/) “Usability” includes user ratings for Functionality and Ease of Use. “Customer Satisfaction” includes user ratings for Customer Support, Likelihood to Recommend and Value for Money. Reviews analysis period: The reviews analysis period spans two years and ends the 15th of the month prior to publication. Winning new customers is no easy task. Between branding, advertising, pricing, customer service and countless other factors, it's safe to say a lot goes into attracting new clients—some of them easier to control than others. One thing that businesses do have full control over, though, are their own sales processes, and that's where quoting software comes into play. With quoting software, businesses can improve sales processes by streamlining and automating the creation of proposals and sales quotes. Software features such as e-signature, quote creation and CRM help ensure that not only will you be able to serve your customers better, but you'll also be able to complete routine sales tasks faster. In this Buyer's Guide, we'll explore the various features offered by quoting software that can help businesses respond to customers better and handle sales processes more efficiently. We'll cover the following topics: [What Is Quoting Software?](#WhatIsQuotingSoftware) [Common Features of Quoting Software](#CommonFeaturesofQuotingSoftware) [What Type of Buyer Are You?](#WhatTypeofBuyerAreYou) [Benefits of Quoting Software](#BenefitsofQuotingSoftware) [Key Considerations](#KeyConsiderations) ## What Is Quoting Software? Quoting software is a type of [configure-price-quote (CPQ)](https://www.softwareadvice.com/cpq/) software that places a stronger focus on the proposal and request for proposal (RFP) stages of the sales process. These software systems automate the creation of quotes and proposals to generate them more quickly and with fewer errors. With the software, quotes and proposals are generated in multiple file formats and can be shared through multiple channels. The software also allows quotes to be converted into invoices and affords users the ability to handle contracts using e-signatures and digital agreements. Quoting software allows businesses to spend more time focused on clients and other strategic tasks instead of on manually maintaining paperwork and proposals, which means faster quotes, smoother sales processes and, most important, happier customers. ## Common Features of Quoting Software Here are some common features of quoting software: **Quote creation** Lets users create and send quotes and proposals by leveraging integrations with other tools to access data such as contact lists, inventory and sales pricing. **Custom quotes** Offers prebuilt templates that can be populated with details about customers, branded logos and other specific information to result in a professional and accurate quote that represents your company. **Status updates for quotes** Helps you stay updated about which quotes have been sent, viewed and accepted. Some vendors also give clients the ability to accept/decline and comment on the quote, removing the need for email follow-ups. **Turn quotes into invoices** Pulls details directly from quotes and creates a separate, brand new invoice. This makes sales even smoother as well as reducing the potential for human or clerical error. **E-signatures and online payments** Speeds up the process of closing sales by making it possible to complete tasks—such as online acceptance and payment—within the quote. _Quote creation template in quoting software platform, Socket_ ## What Type of Buyer Are You? Quoting software could be useful for many different types of retailers, but here are a few types of businesses that will get the most out of these types of systems: **Creative agencies.** Creative agencies should opt for quoting software with a variety of options to customize proposals and quotes. Vendors that provide interactive and mobile-friendly web pages to replace traditional PDF proposals would be a great fit for these organizations, which would want to show off their innovation and creativity. **Manufacturers.** Quoting software for manufacturers should specifically focus on product configuration, real-time pricing and the capability to deliver proposals on the spot. Some manufacturers might also need bid packages and CAD (computer-aided design) engine to visualize their products effectively. **Landscape industry workers.** For individuals and businesses in the landscape, fencing, irrigation and roofing industries, some additional, specialized features might be worth considering. For example, a self-service widget customers can use to measure their properties in order to get more accurate quotes. **Business sales reps.** For sales reps in any business, look for quoting software that includes functionality to support upselling and discounts. **Field service agents.** Field service agents should look at quoting software with robust scheduling tools to provide more options and convenience to customers. ## Benefits of Quoting Software There are many advantages of using a dedicated quoting software system, but here are a few of the biggest to consider: - **Increased sales team performance.** By eliminating errors and expediting response times, sales reps can get through more proposals and invoices more quickly, leaving more time for customer service and other important business activities. - **Increased accessibility.** With a cloud-based quoting software solution, users can create quotes from wherever they happen to be—whether they're in the office or working remotely. Increased accessibility ensures increased flexibility, speeding up the sales cycle and increasing revenue in turn. - **Brand building.** The customizable quote templates help build your brand by allowing users to incorporate logos, specific colors or any other iconography that helps customers recognize their business. This is valuable for both established enterprises and small businesses that need to build up their brand recognition. ## Key Considerations When deciding which quoting software system best suits your needs, here are a few important considerations to be aware of before making a purchase: **Cloud-based vs. on-premise software.** Cloud-based quoting software offers greater flexibility, which makes it a good fit for businesses with multiple locations or employees who sit in different offices or cities. On-premise software is hosted on your own server and typically sold in single license fees rather than monthly subscription fees. This type of deployment can mean a bigger spend upfront, but may end up costing less over time. **Security.** You'll want to evaluate quoting software that adheres to the latest industry standards. One thing to ask for when speaking to vendors will be documentation that states clearly what security protocols their product provides to protect customer data as well as your business's information. **Integrations.** Choose quoting software that integrates well with other business systems you are already using. This makes it easy to share data between the programs, which saves you from double data entry and streamlines the quote creation process. **Multichannel communication.** Having integrated communication channels to engage prospects and close deals is always a plus. You can do away with back-and-forth emails or phone tag and spend quality time on strategic initiatives. ### Related Quoting Software - [CPQ Software](https://www.softwareadvice.com/cpq/) - [Commission Software](https://www.softwareadvice.com/commission/) - [Proposal Management Software](https://www.softwareadvice.com/proposal-management/) - [RFP Software](https://www.softwareadvice.com/rfp/) - [Sales Force Automation Software](https://www.softwareadvice.com/crm/sales-force-automation-comparison/) - [Sales Forecasting Software](https://www.softwareadvice.com/sales-forecasting/) - [Sales Performance Management Software](https://www.softwareadvice.com/sales-performance-management/) - [Sales Tracking Software](https://www.softwareadvice.com/crm/sales-tracking-comparison/)