Find the best Quoting Software
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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 organizatio...Read more about iQuoteXpress
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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 logo...Read more about Better Proposals
Quotient is a cloud-based configure-price-quote (CPQ) solution that caters to small businesses across various industry verticals and helps users to create, send and manage professional quotes. Key features include contact management, pricing management and...Read more about Quotient
Jobber is a cloud-based field service management solution designed to help small and midsize service businesses streamline operations, manage teams, and provide exceptional customer service all from a mobile app or desktop dashboard. Supporting various ser...Read more about Jobber
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 fe...Read more about ResponsiBid
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 Cont...Read more about QuoteWerks
Paperless Parts is a cloud-based ITAR compliant quoting and collaboration solution for machine shops in the aerospace, defense, industrials, and medical devices industries. Paperless Parts Quoting and Collaboration offers a central repository that provide...Read more about Paperless Parts
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 ...Read more about shopVOX
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...Read more about Zigaflow
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...Read more about Quoter
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 templa...Read more about PandaDoc
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-...Read more about CIS Configurator
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 differen...Read more about Hive CPQ
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...Read more about Expedite Commerce
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 p...Read more about AI Docs
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. Ad...Read more about Revv
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...Read more about Powertrak CPQ
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 configura...Read more about Epicor CPQ
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 the...Read more about GleanQuote
BookkeeperQuote is an online solution designed to help bookkeepers set up their prices based on the work delivered to clients as opposed to charging by the hour. The solution delivers bookkeepers an accurate quote based on the job quality and also ena...Read more about BookkeeperQuote
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, expor...Read more about Quote Manager CPQ
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 calend...Read more about Crete Quote
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 ...Read more about OptiOffer
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 centrali...Read more about SolSuite
Vendori is a platform that provides dealmaking and configure, price and quote (CPQ) solutions designed specifically for the technology industry. The platform helps businesses optimize their sales process through pricing optimization and subscription manage...Read more about Vendori
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Your Guide to Top Quoting Software, May 2024
Software Advice uses reviews from real software users to highlight the top-rated Quoting products in North America.
Learn how products are chosenExplore FrontRunners
“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.
Buyers Guide
This detailed guide will help you find and buy the right quoting software for you and your business.
Last Updated on January 27, 2025Winning 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:
Common Features of Quoting Software
What Is Quoting Software?
Quoting software is a type of configure-price-quote (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.