---
title: "Best Quoting Software - 2026 Reviews & Pricing"
description: "Find the best Quoting Software for your organization. Compare top Quoting Software systems with customer reviews, pricing, and free demos."
source_url: "https://www.softwareadvice.com/cpq/quoting-comparison/"
page_type: "subcategory"
language: "en"
---

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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 October 21, 2026

## Quoting FAQs

Software Advice advisors had 8 conversations with buyers about Quoting software between February 2025 and July 2026. These are the questions that came up most.

-   How do I choose the right Quoting software for my business?
    
    Based on advisor calls, buyers choose quoting software by looking for options that reduce manual work and help avoid errors common with spreadsheet-based processes. It is important to check if the software can automate calculations, organize quotes, and scale as quoting needs grow. Many buyers also consider whether the software connects with accounting systems and fits within a monthly budget, which typically falls between $110 and $200 for most users.
    
-   What should businesses watch out for when choosing Quoting software?
    
    According to our advisors, buyers evaluating quoting software should watch for tools that still require manual work or exporting to spreadsheets, since this can slow down quote creation and tracking. Most buyers researching this category are small businesses, so it is important to check if the tool can handle growing quoting needs without relying on manual steps.
    
    Answer based on 5 advisor calls
    
-   What are common complaints about Quoting software?
    
    Buyers we've talked to most often say their main complaint is still using manual or spreadsheet-based processes for quoting. This reliance on spreadsheets comes up in nearly every call, with users describing it as slow, error prone, and hard to track as quoting needs grow.
    
    Answer based on 5 advisor calls
    
-   What should I look for when comparing Quoting software options?
    
    When comparing quoting software options, a common theme in these conversations is that buyers look for ways to move away from manual or spreadsheet-based processes. Many buyers mention that relying on spreadsheets leads to errors or lost time, so they seek quoting software that can automate calculations and organize quotes more reliably.
    
    Answer based on 5 advisor calls
    
-   How does Quoting software handle its core workflows and key processes?
    
    Quoting software manages the key steps of building and sending quotes in one tool, which buyers in advisor calls often see as a way to move beyond manual or spreadsheet-based processes. A common sticking point is that many teams still rely on spreadsheets or manual entry for quoting, which buyers frequently mention as slow and prone to errors.
    
    Answer based on 5 advisor calls
    
-   How much does Quoting software cost?
    
    Most quoting software is priced as a flat monthly fee, with advisor-call conversations show that buyers most often see a median price of $125 per month. Pricing typically lands between $110 and $200 for many users, based on what buyers mention during these calls.
    
    Answer based on 7 advisor calls
    
-   What is Quoting software and what does it do?
    
    Quoting software helps businesses create accurate estimates and pricing for products or services. When speaking with our advisors, buyers say it calculates costs, applies discounts or taxes, and generates professional quotes that can be sent to customers. It often connects with accounting systems to turn quotes into invoices and can pull in customer or product data to speed up the process.
    

On this page

1.  FrontRunners
2.  Popular Comparisons
3.  Buyers Guide
4.  Frequently Asked Questions
5.  Related Software

Filter products

328 results

### Compare Products

Showing 1 - 25 of 328 products

#### Company Size

-   Self-Employed
    
-   2-10
    
-   11-50
    
-   51-200
    
-   201-500
    
-   501-1000
    
-   1000+
    

#### Pricing Options

-   $$$$$
    
-   $$$$$
    
-   $$$$$
    
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### 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.

### [Epicor CPQ](/product-configurator/kbmax-profile/)

- Overall rating: 4.6/5
- Reviews: 21
- Starting price: $150.00/month
- Free trial: Not available
- Free demo: Available

#### Overview

Epicor CPQ ensures every configuration is accurate, profitable, and optimized from an engineering standpoint. It then automatically calculates pricing and generates a quote.

[Read more](/product-configurator/kbmax-profile/)

#### Features

##### Best rated features

- API: 5/5
- Approval Workflow: 5/5
- Price/Margin Management: 5/5
- Price and Cost Calculations: 5/5

##### Worst rated features

- 3D Imaging: 3.5/5
- eCommerce Management: 4/5
- 2D Drawing: 4/5

[See all features](/product-configurator/kbmax-profile/#key-features)

#### Pricing

##### KBMax (Epicor CPQ) Standard

- Price: $150.00/month
- The plan is billed annually.

##### KBMax (Epicor CPQ) Plus

- Price: Custom
- Pricing available upon request
- The detailed pricing is available on request.

[See full pricing details](/product-configurator/kbmax-profile/#pricing-and-plans)

---

### [Conga CPQ](/product/36671-Conga-CPQ/)

- Overall rating: 4.2/5
- Reviews: 20
- Starting price: $85.00/month
- Free trial: Not available
- Free demo: Not available

#### Overview

Conga CPQ empowers sales, partners, and customers to efficiently configure complex products and services offerings, and provide personalized prices and quotes, utilizing codified

[Read more](/product/36671-Conga-CPQ/)

#### Features

##### Best rated features

- Pricing Management: 5/5
- Contract/License Management: 5/5
- Automated Quoting: 5/5
- Product Configurator: 5/5

##### Worst rated features

- Document Management: 4/5
- Proposal Generation: 4/5

[See all features](/product/36671-Conga-CPQ/#key-features)

---

### [JobBOSS²](/manufacturing/jobboss2-profile/)

- Overall rating: 4.2/5
- Reviews: 867
- Best for: Small businesses
- Free trial: Not available
- Free demo: Not available

#### Overview

JobBOSS² is a job shop management software designed for custom manufacturers and machine shops. It supports make-to-order manufacturers in industries such as fabrication,

[Read more](/manufacturing/jobboss2-profile/)

##### What users love

- Responsive and knowledgeable support team
- User-friendly and intuitive interface
- Accessible training and onboarding resources

##### To take in mind

- Limited and inflexible reporting tools
- Challenging document and data handling
- Cumbersome and limited navigation options

#### Features

##### Best rated features

- Multi-level BOM: 5/5
- Document Storage: 5/5
- Document Coding & Control: 5/5
- Item Management: 5/5

[See all features](/manufacturing/jobboss2-profile/#key-features)

---

### [Better Proposals](/electronic-signature/better-proposals-profile/)

- Overall rating: 4.8/5
- Reviews: 167
- Starting price: $19.00/month
- Best for: Value for money
- Free trial: Available
- Free demo: Not available

#### Overview

Better Proposals is a proposal management software that helps businesses create, share and organize custom proposals and cover pages. The platform includes customizable templates,

[Read more](/electronic-signature/better-proposals-profile/)

#### Features

##### Best rated features

- Content Management: 5/5
- Customizable Branding: 5/5
- Sales Pipeline Management: 5/5
- Reporting/Analytics: 5/5

##### Worst rated features

- Drag & Drop: 1/5
- Knowledge Base Management: 4/5

[See all features](/electronic-signature/better-proposals-profile/#key-features)

#### Pricing

##### Starter

- Price: $19.00/month
- Ideal for freelancers and individuals

##### Premium

- Price: $29.00/month
- Perfect for small businesses

##### Enterprise

- Price: $49.00/month
- Designed for sales teams

[See full pricing details](/electronic-signature/better-proposals-profile/#pricing-and-plans)

---

### [Quotient](/product-configurator/quotient-profile/)

- Overall rating: 4.8/5
- Reviews: 136
- Starting price: $28.00/month
- Best for: Ease of use
- Free trial: Available
- Free demo: Not available

#### Overview

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

[Read more](/product-configurator/quotient-profile/)

#### Features

##### Best rated features

- Workflow Management: 5/5
- Customizable Branding: 5/5
- Knowledge Base Management: 5/5
- Content Library: 5/5

##### Worst rated features

- Reporting & Statistics: 3/5

[See all features](/product-configurator/quotient-profile/#key-features)

#### Pricing

##### Solo

- Price: $28.00/month
- 1 Team Member Only.

Everything you need to quote like a pro, solo.

##### Team

- Price: $48.00/month
- 2-5 Team Members Included. 

Additional team members are $8 USD each per month. 

* Private Notes &

[See full pricing details](/product-configurator/quotient-profile/#pricing-and-plans)

---

### [Jobber](/field-service/jobber-profile/)

- Overall rating: 4.6/5
- Reviews: 1,487
- Starting price: $39.00/month
- Best for: Value for money
- Free trial: Available
- Free demo: Available

#### Overview

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

[Read more](/field-service/jobber-profile/)

##### What users love

- Responsive and knowledgeable support team
- Intuitive platform for all users
- Centralized and flexible scheduling tools

##### To take in mind

- Expensive plans and add-on costs
- Cumbersome and limited invoicing features
- Slow and restrictive payment workflows

#### Features

##### Best rated features

- Search/Filter: 5/5
- Real-Time Reporting: 5/5
- Availability Management: 5/5
- Dashboard: 5/5

##### Worst rated features

- Payment Collection in the Field: 1/5
- Pest Activity Tracking: 1/5
- Contractor Database: 1/5

[See all features](/field-service/jobber-profile/#key-features)

#### Pricing

##### Core - Individual

- Price: $39.00/month
- For upto 1 user

##### Connect - Individual

- Price: $119.00/month
- For upto 1 user

##### Grow - Individual

- Price: $199.00/month
- For upto 1 user

[See full pricing details](/field-service/jobber-profile/#pricing-and-plans)

---

### [ResponsiBid](/cpq/responsibid-profile/)

- Overall rating: 4.8/5
- Reviews: 40
- Starting price: $179.00/month
- Free trial: Not available
- Free demo: Not available

#### Overview

ResponisBid is an online bidding and selling solution that helps small size field-service businesses provide service quotes to potential customers.


ResponsiBid enables users

[Read more](/cpq/responsibid-profile/)

#### Features

##### Best rated features

- Mobile Access: 5/5
- Online Booking: 5/5
- Customer Database: 5/5
- Scheduling: 5/5

[See all features](/cpq/responsibid-profile/#key-features)

---

### [Paperless Parts](/cpq/paperless-parts-profile/)

- Overall rating: 4.9/5
- Reviews: 25
- Free trial: Not available
- Free demo: Not available

#### Overview

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

[Read more](/cpq/paperless-parts-profile/)

#### Features

##### Best rated features

- Document Management: 5/5
- Third-Party Integrations: 5/5
- API: 5/5
- Data Import/Export: 5/5

[See all features](/cpq/paperless-parts-profile/#key-features)

---

### [shopVOX](/manufacturing/shopvox-profile/)

- Overall rating: 4.6/5
- Reviews: 243
- Starting price: $99.00/month
- Best for: Small businesses
- Free trial: Available
- Free demo: Not available

#### Overview

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

[Read more](/manufacturing/shopvox-profile/)

#### Features

##### Best rated features

- Real-Time Data: 5/5
- Activity Tracking: 5/5
- Activity Dashboard: 5/5
- Client Management: 5/5

##### Worst rated features

- Data Import/Export: 1/5

[See all features](/manufacturing/shopvox-profile/#key-features)

#### Pricing

##### shopVOX Express

- Price: $99.00/month
- $99/month with one user  Extra users are $19 per user/month  USD
14 day Free Trial of shopVOX

##### shopVOX PRO

- Price: $199.00/month
- $199/month Base Plan including one user 
$39 per user/month 
Add-ons are available to customize

[See full pricing details](/manufacturing/shopvox-profile/#pricing-and-plans)

---

### [QuoteWerks](/cpq/quotewerks-profile/)

- Overall rating: 4.6/5
- Reviews: 192
- Starting price: $50.00/month
- Best for: Customer support
- Free trial: Available
- Free demo: Available

#### Overview

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

[Read more](/cpq/quotewerks-profile/)

#### Features

##### Best rated features

- Customizable Branding: 5/5
- Data Visualization: 5/5
- Rules Engine: 5/5
- Bills of Material: 5/5

##### Worst rated features

- Visual Configuration: 3/5
- Collaboration Tools: 3/5

[See all features](/cpq/quotewerks-profile/#key-features)

#### Pricing

##### Essential - For Teams & Startups

- Price: $50.00/month
- Ideal for businesses that need a powerful, fundamental quoting solution to streamline their sales

##### Balanced - For Scaling Businesses

- Price: $78.00/month
- Designed for sales teams ready to supercharge their workflow with real-time insights, digital

##### Pinnacle - For Advanced Workflows

- Price: $102.00/month
- Built for sophisticated businesses that require advanced automation and seamless integration with

[See full pricing details](/cpq/quotewerks-profile/#pricing-and-plans)

---

### [Quoter](/cpq/quoter-profile/)

- Overall rating: 4.6/5
- Reviews: 54
- Starting price: $149.00/month
- Free trial: Not available
- Free demo: Not available

#### Overview

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

[Read more](/cpq/quoter-profile/)

#### Features

##### Best rated features

- Automated Quoting: 5/5
- Lead Management: 5/5
- Document Review: 5/5
- Client Portal: 5/5

##### Worst rated features

- Knowledge Base Management: 3/5
- Catalog Management: 3.4/5
- Contact Management: 3.8/5
- Discount Management: 3.8/5

[See all features](/cpq/quoter-profile/#key-features)

---

### [Zigaflow](/fleet-management/zigaflow-profile/)

- Overall rating: 4.9/5
- Reviews: 15
- Starting price: £79.00/month
- Free trial: Available
- Free demo: Not available

#### Overview

Zigaflow is operations software for small and mid-sized businesses that buy from suppliers to fulfill customer orders. It sits between a CRM and an ERP: one system that carries

[Read more](/fleet-management/zigaflow-profile/)

#### Pricing

##### Essentials

- Price: £79.00/month
- Quotes, jobs, purchase orders and invoices in one place.

##### Go

- Price: £199.00/month
- Adds works orders, projects, leads, reporting and supplier feeds.

##### Momentum

- Price: £399.00/month
- Adds inventory, RFQs, eForms and customer returns.

[See full pricing details](/fleet-management/zigaflow-profile/#pricing-and-plans)

---

### [Expedite Commerce](/accounting/expedite-commerce-profile/)

- Overall rating: 4.8/5
- Reviews: 21
- Starting price: $90.00
- Free trial: Available
- Free demo: Not available

#### Overview

Expedite Commerce is a cloud-based Revenue Operations and Management platform that serves sophisticated businesses in SaaS, Manufacturing, XaaS (anything-as-a-service), IoT,

[Read more](/accounting/expedite-commerce-profile/)

#### Features

##### Best rated features

- Payment Processing: 5/5
- Workflow Management: 5/5
- Order Management: 5/5
- Subscription Plan Management: 5/5

[See all features](/accounting/expedite-commerce-profile/#key-features)

#### Pricing

##### CPQ

- Price: $90.00
- Starting at $90 USD per user per month. Minimums apply. Portal licenses are available at additional

##### QTC for XaaS

- Price: $90.00/year
- Manage complete buying journey for SaaS, XaaS, or IoT companies. Lets your team Sell Faster and

##### CPQ for Brands

- Price: $110.00
- Starting at $110 USD per user per month. Minimums apply. Portal licenses are available at additional

[See full pricing details](/accounting/expedite-commerce-profile/#pricing-and-plans)

---

### [iQuoteXpress](/rfp/iquotexpress-profile/)

- Overall rating: 4.8/5
- Reviews: 21
- Starting price: $39.00/month
- Free trial: Not available
- Free demo: Not available

#### Overview

Stop settling for software that produces documents but ignores your business logic.

IQX delivers a high-performance CPQ engine that integrates deeply into your entire technology

[Read more](/rfp/iquotexpress-profile/)

#### Features

##### Best rated features

- Reporting & Statistics: 5/5
- Accounting Integration: 5/5
- Proposal Generation: 4.8/5
- Catalog Management: 4.8/5

##### Worst rated features

- Electronic Signature: 3.3/5
- Price and Cost Calculations: 4/5
- Content Library: 4/5

[See all features](/rfp/iquotexpress-profile/#key-features)

---

### [Knowify](/construction/knowify-profile/)

- Overall rating: 4.5/5
- Reviews: 110
- Starting price: $99.00/month
- Best for: Ease of use
- Free trial: Available
- Free demo: Not available

#### Overview

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

[Read more](/construction/knowify-profile/)

#### Features

##### Best rated features

- Cost Tracking: 5/5
- Accounting: 5/5
- Audit Trail: 5/5
- Job Scheduling: 5/5

[See all features](/construction/knowify-profile/#key-features)

#### Pricing

##### Core

- Price: $99.00/month
- Unbeatable value. Bid, execute, and invoice for fixed-price and AIA jobs while managing your

##### Advanced

- Price: $329.00/month
- For small teams - Includes 10 users
+ $29 / month / additional user

##### Enterprise

- Price: Custom
- Pricing available upon request
- For larger or more complex teams

[See full pricing details](/construction/knowify-profile/#pricing-and-plans)

---

### [CIS Configurator](/cpq/cis-configurator-profile/)

- Overall rating: 4.8/5
- Reviews: 13
- Starting price: $595.00/month
- Free trial: Available
- Free demo: Available

#### Overview

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

[Read more](/cpq/cis-configurator-profile/)

#### Features

##### Best rated features

- Price and Cost Calculations: 5/5
- Discount Management: 5/5
- Pricing Management: 5/5
- Proposal Generation: 5/5

##### Worst rated features

- Real-time Product Visualizations: 4/5

[See all features](/cpq/cis-configurator-profile/#key-features)

#### Pricing

##### Subscription - Monthly

- Price: $595.00/month
- Our system is available for all sizes of organizations, we have customers with five users to

[See full pricing details](/cpq/cis-configurator-profile/#pricing-and-plans)

---

### [Hive CPQ](/product-configurator/hive-cpq-profile/)

- Overall rating: 4.9/5
- Reviews: 10
- Starting price: €1,500.00/month
- Free trial: Available
- Free demo: Not available

#### Overview

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

[Read more](/product-configurator/hive-cpq-profile/)

#### Features

##### Best rated features

- Price and Cost Calculations: 4.5/5
- Quotes/Estimates: 4/5
- 3D Imaging: 4/5
- Rule-based Configuration: 4/5

##### Worst rated features

- eCommerce Management: 4/5
- Contact Management: 4/5
- Product Configurator: 4/5
- Rule-based Configuration: 4/5

[See all features](/product-configurator/hive-cpq-profile/#key-features)

#### Pricing

##### Basic

- Price: €1,500.00/month

[See full pricing details](/product-configurator/hive-cpq-profile/#pricing-and-plans)

---

### [AI Docs](/cpq/ai-docs-profile/)

- Overall rating: 5/5
- Reviews: 7
- Starting price: $5.00/month
- Free trial: Not available
- Free demo: Not available

#### Overview

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

[Read more](/cpq/ai-docs-profile/)

#### Features

##### Best rated features

- Workflow Management: 5/5
- Drag & Drop: 5/5
- Multi-Language: 5/5
- Document Management: 5/5

[See all features](/cpq/ai-docs-profile/#key-features)

---

### [XaitCPQ](/cpq/blueprintcpq-profile/)

- Overall rating: 4.7/5
- Reviews: 15
- Free trial: Not available
- Free demo: Not available

#### Overview

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

[Read more](/cpq/blueprintcpq-profile/)

#### Features

##### Best rated features

- Activity Dashboard: 5/5
- Billing & Invoicing: 5/5
- Real-Time Data: 5/5
- Electronic Signature: 5/5

##### Worst rated features

- Catalog Management: 4/5
- Product Configurator: 4/5

[See all features](/cpq/blueprintcpq-profile/#key-features)

---

### [Powertrak CPQ](/product-configurator/axonom-profile/)

- Overall rating: 4.9/5
- Reviews: 7
- Starting price: $500.00/month
- Free trial: Not available
- Free demo: Not available

#### Overview

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

[Read more](/product-configurator/axonom-profile/)

---

### [GleanQuote](/cpq/gleanquote-profile/)

- Overall rating: 4.8/5
- Reviews: 6
- Starting price: $25.00/month
- Free trial: Available
- Free demo: Not available

#### Overview

GleanQuote is a cloud-based quoting solution, which assists teams with product / service configuration, custom pricing and proposal automation.

The application comes with a

[Read more](/cpq/gleanquote-profile/)

#### Features

##### Best rated features

- Discount Management: 5/5
- Catalog Management: 5/5
- Pricing Management: 5/5
- Document Management: 5/5

##### Worst rated features

- Templates: 2.5/5
- Contact Management: 4/5

[See all features](/cpq/gleanquote-profile/#key-features)

#### Pricing

##### Basic

- Price: $25.00/month

[See full pricing details](/cpq/gleanquote-profile/#pricing-and-plans)

---

### [Quote Manager CPQ](/product-configurator/quote-manager-profile/)

- Overall rating: 5/5
- Reviews: 4
- Starting price: £19.50/month
- Free trial: Available
- Free demo: Not available

#### Overview

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

[Read more](/product-configurator/quote-manager-profile/)

#### Features

##### Best rated features

- Quotes/Estimates: 5/5
- Product Catalog: 5/5
- Reporting & Statistics: 5/5
- Approval Workflow: 5/5

[See all features](/product-configurator/quote-manager-profile/#key-features)

#### Pricing

##### Basic

- Price: £19.50/month

[See full pricing details](/product-configurator/quote-manager-profile/#pricing-and-plans)

---

### [PandaDoc](/contract-management/pandadoc-profile/)

- Overall rating: 4.5/5
- Reviews: 1,260
- Starting price: $19.00/month
- Best for: Customer support
- Free trial: Available
- Free demo: Not available

#### Overview

PandaDoc is a cloud-based document workflow solution that serves businesses of all sizes — from freelancers to large enterprises — across industries including technology,

[Read more](/contract-management/pandadoc-profile/)

##### What users love

- Intuitive setup and navigation
- Customizable templates for efficiency
- Streamlined diGital contract workflows

##### To take in mind

- Editing and collaboration limitations
- Slow and inconsistent support response
- Clunky and confusing interface design

#### Features

##### Best rated features

- Activity Tracking: 5/5
- Pricing and Cost Calculations: 5/5
- Data Extraction: 5/5
- Template Management: 5/5

[See all features](/contract-management/pandadoc-profile/#key-features)

#### Pricing

##### Starter

- Price: $19.00/month
- Up to 5 templates

##### Business

- Price: $49.00/month
- Unlimited seats

##### Enterprise

- Price: Custom
- Pricing available upon request
- Unlimited seats

[See full pricing details](/contract-management/pandadoc-profile/#pricing-and-plans)

---

### [ScopeStack](/project-management/scopestack-profile/)

- Overall rating: 4.4/5
- Reviews: 15
- Starting price: $800.00/month
- Free trial: Available
- Free demo: Not available

#### Overview

ScopeStack is a Services CPQ platform purpose-built for managed service providers (MSPs), value-added resellers (VARs), systems integrators, and other IT service providers.

The

[Read more](/project-management/scopestack-profile/)

#### Features

##### Best rated features

- Collaboration Tools: 5/5
- Templates: 5/5
- Content Library: 5/5
- Document Management: 5/5

##### Worst rated features

- API: 3/5
- Workflow Management: 3/5
- Reporting & Statistics: 4/5
- CRM: 4/5

[See all features](/project-management/scopestack-profile/#key-features)

#### Pricing

##### All-in-One

- Price: $800.00/month

##### jon@scopestack.io

- Price: Custom
- Pricing available upon request
- ScopeStack uses credit-based pricing with unlimited users and no per-seat fees. Credits are consumed

[See full pricing details](/project-management/scopestack-profile/#pricing-and-plans)

---

### [Crete Quote](/cpq/crete-quote-profile/)

- Overall rating: 5/5
- Reviews: 2
- Free trial: Available
- Free demo: Not available

#### Overview

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

[Read more](/cpq/crete-quote-profile/)

#### Features

##### Best rated features

- Third-Party Integrations: 5/5
- Contact Management: 5/5
- Quotes/Estimates: 5/5

[See all features](/cpq/crete-quote-profile/#key-features)

#### Pricing

##### Basic

- Price: Custom
- Pricing available upon request

[See full pricing details](/cpq/crete-quote-profile/#pricing-and-plans)

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## Popular Comparisons

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Jobber vs Housecall Pro

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FieldPulse vs mHelpDesk

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Abby vs PayPal Invoicing

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PandaDoc vs Qwilr

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## 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:

| Feature | Description |
| --- | --- |
| 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/)