Quoting software lets businesses create and send price estimates or proposals to sales leads for review. While often a feature included in customer relationship management (CRM) software, quoting tools can also be found in specialty document management, proposal generation, and work management systems. The best options must have intuitive features like proposal templates, price calculation, and payment processing at an affordable price.
Based on our evaluation, the 10 best quoting software includes:
- Best CRM quoting software: Bitrix24
- Best free sales quoting tools: HubSpot Sales Hub (Quote Tool)
- Great CRM with inventory management capabilities: Zoho CRM
- Most customizable quoting software: Scoro
- Best for trade contractors: Jobber
- Solid for centralizing business activities into one system: QuoteWerks
- Best e-signature tool: PandaDoc
- Excellent quotes software for automation: Salesforce CPQ & Billing
- Best quote portal for ease of use: Qwilr
- Great specialty tool for quick quote generation: Quotient
Best Quoting Software Compared
Pro tip: Equipping your team with the tools to maximize performance is a huge responsibility for a sales manager. In addition to these sales quoting software products, there are performance analytics, coaching, and sales automation tools available to get the most out of your reps. Learn more in our guide on the best sales management software for solutions you can adopt to empower your team to hit peak potential.
Bitrix24: Best CRM for Quoting Tools
Overall Score: 4.85 / 5
Pros
- Full CRM system; users can manage their quotes in the same database they store leads, deals, and clients
- Free plan available for unlimited users with e-signature tools and payment processing integrations
- High quote capacity; teams can create, store, and search for unlimited quote records
Cons
- Quote management tools not available until Standard plan for $99 per month
- Decent learning curve required for operating the features and navigating the interface
- Doesn’t have built-in payment processing capabilities; users must subscribe to third-party tools
Our Expert Bitrix24 Review
Our Expert Bitrix24 Review
- Unlimited quotes: Available on the Standard plan for $99 per month, teams can generate quote proposals using stored deal, contact, or lead data and email them as PDFs from the system. They can also search for specific quote records in the database and perform one-click functions like convert deal-to-quote, quote-to-deal, and quote-to-invoice.
- Payment processing: Includes free CRM integrations with payment processing tools like Authorize.net and Stripe. Users can add payment portal links on documents like quotes or invoices and send them out from the CRM for payment collection.
- Bitrix24.Sign: Available on the Free plan, teams can create, store, and send out signable documents from the CRM. This allows you to easily generate documents using premade templates, obtain digital signatures, and track the signing status of a pending quote or contract proposal.
Bitrix24 uses a tier-based pricing system for its CRM plans:
- Free: $0 for unlimited users
- Basic: $49 for up to five users
- Standard: $99 for up to 50 users
- Professional: $199 for up to 100 users
- Enterprise: $399 for up to 250 users
*Pricing is based on annual billing on a per-month breakdown. Monthly billing is available for a higher cost. Bitrix24 offers a 30-day free trial on paid plans. Pricing reflects pricing info available at the time of publishing. While we update pricing information regularly, we encourage our readers to check current pricing here.
Bitrix24 tracking sales quotes (Source: Bitrix24)
Bitrix24 takes the spot as the best CRM system that offers quote tools. We like that it has unlimited quoting capacity and lets users one-click convert deal-to-quote, quote-to-invoice, and quote-to-deal—a huge time-saver. Additionally, the CRM has features that supplement the quote generation tools like lead, client, and contact management, e-signatures, and payment processing.
HubSpot Sales Hub: Best Free Quote Management System
Overall Score: 4.82 / 5
Pros
- Free plan available with custom quote generation tools
- Highly intuitive interface and features; users find the CRM easy to learn and operate
- Offers a full CRM product; users can manage quotes in addition to deals, contact, leads, outreach campaigns, and sales goals
Cons
- Users can only get up to 10 monthly e-signature on quotes; getting more than that requires the expensive Enterprise plan
- Free plan only lets you create quotes; invoicing with payment processing requires Starter plan for $15 per month
- Plans quickly get expensive on higher tiers
Our Expert HubSpot CRM Review
Our Expert HubSpot CRM Review
- Custom quotes: It offers free quote generation tools that let users auto-populate proposal data onto templates using stored CRM contacts and leads. The system also has a product catalog to quickly add products or services, with pricing, onto quote documents to send to sales leads and customers. Generated and deployed quotes can also be tracked as sales activity using the CRM reporting and dashboard features.
- E-signature tools: Available on the Sales Hub Starter plan for $15 per month, teams can obtain up to 10 digital signatures monthly. These can be directly attached to quote documents and sent from the CRM to finalize sales deals.
- Payment processing: Teams can collect payments from links on their quote documents. You can process payments via HubSpot’s built-in automated clearing house (ACH) payment module or through an integration with Stripe—both are available on the Starter plan.
HubSpot Sales Hub is the sales-specific CRM tool offered by the provider. It uses a tier-based pricing model with the following plans:
- Free: $0 for 5 users
- Sales Hub Starter: $15 per user, monthly
- Sales Hub Professional: $90 per user, monthly
*Pricing is based on annual billing on a per-month breakdown. Monthly billing is available for a higher cost. Each plan offers a 14-day free trial. Pricing reflects pricing info available at the time of publishing. While we update pricing information regularly, we encourage our readers to check current pricing here.
Pricing uses the monthly Sales Hub costs for individuals and small teams. The provider also offers Enterprise-level products for larger sales teams and the CRM Suite, which includes sales, marketing, customer service, content management system (CMS), and operations software in one product for a higher price.
HubSpot free quote generation (Source: HubSpot)
HubSpot Sales Hub is the top free quote generation tool that also happens to be our pick for the best free CRM system. With unlimited user access and an intuitive system, HubSpot’s no-cost plan makes it easy for anyone to go in and create quote proposals for leads and customers. You can auto-populate stored CRM data and product information onto premade templates—allowing for a fast creation and deployment process via its free email tools.
Zoho CRM: Best Inventory Management System
Overall Score: 4.66 / 5
Pros
- Free and all-around cost-friendly CRM system
- Offers a full inventory management module to oversee quoting, invoicing, purchase orders, vendors, pricebooks, and inventory
- Comes with unique subproduct features for reps to offer complementary or substitute products itemized on a quote
Cons
- Quote generation requires the Professional plan for $23 per user, per month
- Product receives poor usability ratings
- More reporting features require paid plans
Our Expert Zoho CRM Review
Our Expert Zoho CRM Review
- Integrated inventory management module: Complete system that allows users to store products and price books information, track inventory, and process purchase and sales orders. The same module also includes quote and invoice generation, which can auto-populate CRM data onto premade templates.
- Real-time activity dashboards: Sales managers can build custom dashboards to track sales activity like quotes sent out to leads and track the potential revenue stored in the pipeline. These tools also let them monitor unpaid invoices, forecast sales revenue, and evaluate other key sales metrics.
- Subproduct quoting: Sales reps and account managers can do upselling or cross-selling in the inventory management module by adding subproducts or services onto quotes. These provide optional additions or complementary products to the primary offerings for leads to see pricing and make a purchase decision.
Zoho CRM uses a tier-based pricing system on a per-user, per-month basis:
- Free: $0 for up to three users
- Standard: $14 per user
- Professional: $23 per user
- Enterprise: $40 per user
- Ultimate: $52 per user
*Pricing is based on annual billing on a per-user monthly breakdown. Monthly billing is available for a higher cost. Zoho CRM comes with a 15-day free trial for the paid plans. Pricing reflects pricing info available at the time of publishing. While we update pricing information regularly, we encourage our readers to check current pricing here.
Zoho CRM sub-quoting feature (Source: Zoho)
Zoho is another excellent CRM option if you want to couple quoting tools with lead management, deal tracking, and contact storage. The big standout for Zoho CRM is its complete inventory management module, which lets you create and send quotes to sales leads. Additionally, it includes vendor management, inventory tracking, invoicing, pricebooks and product storage, and the ability to process purchase and sales orders.
Scoro: Best Quote Software for Customization
Overall Score: 4.65 / 5
Pros
- Highly customizable software; a full work management system can be tailored for any project or information needs
- Built-in sales and finance module for a complete range of quote, invoice, bill, budget, and cost management tools
- Users can store contact, customer, and client profiles and track quotes on a sales pipeline from the platform
Cons
- No free plan
- Decent learning curve required to get comfortable with the tools
- Sales pipeline management not included until the Pro plan for $63 per user, per month
- Contacts and customers database with quoting: Starting on the Essential plan for $26 per user, per month, teams can manage a customizable database with contact and customer data. From a data record in just a few clicks, users can create and send PDF quote documents and track their open, click, and sign progress in a list view.
- Invoice and billing processing: Users can create invoices from scratch or from previously made quote documents. They can also easily track purchases and costs associated with a job, issue receipts, and send prepaid invoices from the system.
- Advanced finance management: Once on the Pro plan for $63 per user, monthly, teams can manage their retainer-based business and help create budgets and desired profit margins for client projects. It also allows quote creation that differentiates in-house vs outsourced services. Plus, there are labor cost calculation tools, supplier data management, late invoice reminders, and product price list storage for automated price calculations.
Scoro uses a tier-based pricing system on a per-user, per-month basis:
- Essential: $26 per user
- Standard: $37 per user
- Pro: $63 per user
- Ultimate: Contact for pricing
*Pricing is based on annual billing on a per-user monthly breakdown. Monthly billing is available for a higher cost. Scoro comes with a 14-day free trial for the paid plans. Pricing reflects pricing info available at the time of publishing. While we update pricing information regularly, we encourage our readers to check current pricing here.
Scoro creating a quote (Source: Scoro)
Scoro is a complete work management system, tailorable for teams to track projects and store any information required for their business, such as customers or task data. What makes it unique compared to other work management tools is the sales and finance module. This is where you can create and send quotes, invoices, and receipts. There are also advanced features on the higher tiers for managing suppliers, as well as budgeting and calculating costs and margins.
Jobber: Best Quoting Software for Trade Contracting Businesses
Overall Score: 4.56 / 5
Pros
- Offers a full CRM and project management system in addition to quoting tools
- Includes built-in payment processing capabilities; users don’t need to integrate with third-party tools to get payments on invoices
- Solid quoting features like stored templates, option to send for digital signatures, and ability to present quote add-ons
Cons
- Expensive product all around
- Specialty CRM software; features are only useful for trade contracting businesses
- Only one user can be on the Core plan
- Quotes and invoice templates: Starting on the Core plan for $45 per month, users can store quote templates to quickly customize and send quotes to clients. It also comes with e-signature features and automated reminders for reps to follow up with prospects. Users can even send payable invoices for clients to pay via credit card or automated clearing house (ACH).
- Job tracking: Offers a CRM for trade contractors to manage customers and opportunities plus a built-in project management system to schedule, track progress, and store files for client jobs. The job tracking tools also include time and expense tracking, costing and profitability analysis to help with quoting, and job routing to get the right team members’ job sites.
- Expanded quoting tools: Users on the Grow plan for $225 per month get access to markup tools to quickly calculate margins and set optimal prices for each quote. They can also present optional add-ons on quotes that are line items for customers to easily select what they want to be included in their service package. Finally, users can deploy automated follow-up to prospects to review and sign quotes.
Jobber uses a tier-based pricing system based on the number of users and features you need:
- Core: $45 for one user
- Connect: $117 for up to five users
- Grow: $225 for up to 15 users
*Pricing is based on annual billing on a per-month breakdown. Monthly billing is available for a higher cost. Jobber comes with a 14-day free trial for the paid plans. Pricing reflects pricing info available at the time of publishing. While we update pricing information regularly, we encourage our readers to check current pricing here.
Jobber quote add-ons (Source: Jobber)
Carpenters, cleaners, landscapers, roofers, plumbers, and any other trade contractors seeking quote tools need look no further than Jobber. The product lets you oversee the entire sales cycle from start to finish—combining a CRM and job management system. Additionally, the financial tools, like quotes, invoice, and payment processing, let you easily run job cost estimates, provide pricing details to prospects, and process payments, all in the same interface.
QuoteWerks: Best for Centralizing Business Activities in One System
Overall Score: 4.53 / 5
Pros
- Speciality proposal tool for finance teams to provide quotes, handle billing, and collect payments in one system
- Integrates with multiple CRMs, accounting, inventory management, and payment processing tools to keep data synchronized
- Professionally designed quote and proposal templates that can easily be branded for any business
Cons
- Complex pricing system with add-ons required for most of the advanced features
- Interface looks out-of-date as the primary plans are for desktop versions only; web browser access requires add-on
- Limited built-in sales management features; users must integrate with a CRM to get more robust deal and contact management
- Quotes, orders, and invoices: On the Standard edition for $13.75 per user, per month (without add-ons), users can store templates and create quote, sales order, and invoice documents from the platform. This edition also includes an unlimited product database to store details and pricing information on products or services to easily add them to quotes.
- Third-party integrations: Beginning on the Professional edition for $19.25 per user, per month (without add-ons), teams can integrate with CRM systems like HubSpot, Salesforce, and Zoho CRM to synchronize contact data and track CRM deals based on QuoteWerks quote activity. You can also integrate with QuickBooks and other accounting systems to sync payment and invoice data in your accounting system.
- Proposal reporting: Its dashboard and ad-hoc reporting capabilities allow users to track quotes sent and proposals accepted as well as get insights into the sales pipeline. Teams can also run sales forecasting estimates and track quotas for activities like proposals sent.
QuoteWerks has a tier-based pricing system on a per-user, per-month basis. Users can also enrich their software plans through various add-ons:
- Standard: $13.75
- Professional: $19.25
- Corporate: $27.50
*Pricing is based on annual billing on a per-user, per-month breakdown. Monthly billing is available for a higher cost. QuoteWerks comes with a 30-day free trial for the paid plans. Pricing reflects pricing info available at the time of publishing. While we update pricing information regularly, we encourage our readers to check current pricing here.
Optional Add-onsAdd-on costs vary depending on the primary subscription edition.
- Realtime ModuleAvailable for all primary subscription editions: Users can integrate with third-party IT systems for real-time lookups on tax rates, shipping rates, order statuses, and other data that could impact pricing.
- Content SubscriptionAvailable for all primary subscription editions: Access to industry product information, customer descriptions, and product pictures in your quoting system.
- QuoteValet SubscriptionAvailable for all primary subscription editions: Users can send quotes electronically, monitor quote opens, obtain e-signature on quotes, and collect payments through quote documents.
- QuoteWerks Web SubscriptionAvailable on Corporate Edition only: Lets you access your desktop software editions through a web browser.
- QuoteWerks Database-Hosting SubscriptionAvailable on Corporate Edition only: Offers mass database hosting via integrations with Microsoft structured query language (SQL) tools.
QuoteWerks product database (Source: QuoteWerks)
QuoteWerks is an excellent quote management option if you’re looking to centralize workflows into one platform. Most of its value comes from the vast number of third-party integrations with external CRM, accounting, vendor management, shipping, leasing, and payment processing systems. This enables teams to manage quotes and proposals while maintaining a clean, synchronized database across the entire business.
PandaDoc: Best for Getting Quote Signatures
Overall Score: 4.34 / 5
Pros
- Highly acclaimed for product usability; super-easy to customize documents and request signatures
- Payment processing is included on the Essentials plan
- Users can store proposal templates, create and send contracts, track open statuses, and obtain signatures, all in one system
Cons
- No free plan
- Limited mostly to quote, e-signature, and payment tools; sales management features require CRM integrations
- Only two users can be on the Essentials plan
- Documents management with e-signature: Beginning on the Essentials plan for $19 per user, per month, you can upload full documents or templates to easily add pricing details and information on contacts or companies. From there, you can send proposal documents out and get digital signatures from all parties required.
- Payment processing: Included on the Essentials plan, teams can integrate with payment processors like PayPal, Stripe, Square, and Authorize.net and attach payment links to the proposals. Once signed, customers can pay via credit card, or automated clearing house (ACH).
- Advanced quotes: Starting on the Enterprise plan, teams can create and send custom quotes that include unique configurations such as product bundles, optional line item add-ons, or complex pricing structures.
PandaDoc has a tier-based pricing system on a per-user, per-month basis:
- Essentials: $19 (two users max)
- Business: $49 per user
- Enterprise: Contact for pricing
*Pricing is based on annual billing on a per-user, per-month breakdown. Monthly billing is available for a higher cost. PandaDoc comes with a 14-day free trial for the paid plans. Pricing reflects pricing info available at the time of publishing. While we update pricing information regularly, we encourage our readers to check current pricing here.
PandaDoc customizing proposal template (Source: PandaDoc)
PandaDoc is a great specialty tool if all you need is a solution to creating signable quote proposals. It’s a super-intuitive product in terms of creating and sending new contracts that also stands out for being able to process payments after getting signatures. Though there’s no free-forever plan, the Essentials option is a cost-friendly plan that gives small businesses everything they need to finalize sales deals and collect payments.
Salesforce CPQ: Best for Quote Automation
Overall Score: 4.18 / 5
Pros
- Teams have the option of getting the quoting system within their CRM or as a standalone revenue management product
- Offers robust quote management features including one-click contract approvals and quote-to-order automations
- Unique features available for the configure, price, and quote (CPQ) tools to apply to downstream channel partners selling or reselling your products
Cons
- Expensive regardless of whether you adopt the main CRM or the stand-alone CPQ tools
- Steep learning curve required to operate the features
- CPQ for Partners feature requires a paid add-on for additional cost
Our Expert Salesforce Review
Our Expert Salesforce Review
- Standard CPQ features: Available on the Professional CRM for $80 per user, monthly, or the speciality revenue operations (RevOps) for $75 per user, per month, teams can store product and price book information to create sendable sales quotes with one click. You can also process and track sales orders, monitor contract renewals, and easily get one-click approvals on new sales contracts.
- CPQ automation features: Through the CPQ Plus product for $150 per user, per month, users can create and deploy automated workflows relating to quotes and sales orders. Teams can automate quote-to-order handoffs, contract approvals, and proposal estimate changes based on price updates. You can also create these workflows within one team or between different departments separated by location or product line.
- CPQ for Partners: Available as an add-on, businesses can create a portal that makes it easy for distributors or resellers to sell their products or services. The features replicate the quote, sales order, and contract management tools of CPQ but specifically for channel partners.
The Salesforce main CRM plans include basic quote generation, sales order processing, and price books management features. The provider also offers a specialty RevOps product strictly for configure, price, quote (CPQ) tools, both of which use tiered-based pricing:
Salesforce Sales CRM*
- Professional: $80
- Enterprise: $165
- Unlimited: $330
Standalone CPQ Product**
- CPQ: $75
- CPQ Plus: $150
- Billing Growth/Plus: Contact for pricing
- Subscription Management: Contact for pricing
CPQ Add-ons
- CPQ for Partner Communities: $25 per member, per month plus $10 per login, per month for features that help partner sellers get pricing and send quotes to their customers.
- Contracts: $50 per user, per month for contract lifecycle management tools
*Pricing is based on annual billing on a per-user, per-month breakdown. Monthly billing is available for a higher cost. Salesforce comes with a 30-day free trial for the paid plans. Pricing reflects pricing info available at the time of publishing. While we update pricing information regularly, we encourage our readers to check current pricing here.
**Pricing is based on annual billing on a per-user, per-month breakdown. Product requires a 10-user minimum. While we update pricing information regularly, we encourage our readers to check current pricing here.
Salesforce CPQ quote generation (Source: Salesforce)
Offering one of the most advanced quoting software options, Salesforce CPQ can align cross-functional teams through automation. In addition to being able to store product books and generate quotes, users can create automations that connect processes. For example, you can set a workflow that automatically submits a sales order to operations once a quote is approved by a customer. You can also apply the workflows for legal to one-click approve a contract that then auto-sends to a lead.
Qwilr: Best for Ease of Use
Overall Score: 4.14 / 5
Pros
- Modern interface with highly intuitive proposal generation features
- Unique quoting software that lets you send quotes or proposals as interactive web pages for acceptance, signature, and payment
- Nearly all features are available in the Business plan, including the CRM integrations
Cons
- No free plan
- Doesn’t include a contact database or lead management system; users must integrate with a CRM for those capabilities
- Payment processing limited to just the Stripe integration
- Sendable dynamic quote pages: Available on the Business plan for $35 per user, per month, teams can create and send links to custom web pages that provide quotes. These pages can include quote blocks that are interactive—letting a prospective customer see different pricing tiers and itemized options, and accept the agreement. The system also includes digital signature options and payment processing via Stripe.
- Custom branding on quotes and web pages: Available on the Enterprise plan for $59 per user, per month, users can remove Qwilr branding from emails and replace it with their own business pallet, as well as incorporate a new domain containing their business name.
- Quote automations with CRM integrations: Included in the Business plan, users can integrate with CRMs like HubSpot, Zoho, and Pipedrive to automatically include contact or customer information on the Qwilr quote web pages. Quote and proposal acceptance activity data can also automatically sync to CRM client records.
Qwilr offers two different subscription options depending on your needs:
- Business: $35
- Enterprise: $59
*Pricing is based on annual billing on a per-user, per-month breakdown. Monthly billing is available for a higher cost. Qwilr comes with a 14-day free trial for the paid plans. Pricing reflects pricing info available at the time of publishing. While we update pricing information regularly, we encourage our readers to check current pricing here.
Qwilr creating a quote package (Source: Qwilr)
Qwilr is the most unique online quoting software on this list. Rather than sending PDF quotes or proposal documents, Qwilr does everything via a web page which you can customize and send to prospects as a link. The system is modern and super-easy to operate—allowing users at all skill levels to add proposal components like interactive price tables, images, customer acceptance buttons, e-signatures sections, and payment links.
Quotient: Best for Streamlining Quote Activity
Overall Score: 4.12 / 5
Pros
- All features are included in all plans
- System is easy to learn in terms of operation the quote generation, tracking, and automated follow-up tools
- Features like prospect commenting on quotes, quote add-on menu options, and one-click acceptance can streamline the process
Cons
- No free plan
- Provider has limited customer support options; available only through email channels during standard business hours
- Limited number of integration options and no ability to process payments through the system
- Quote and proposal generation: Users can create quote proposals with images, pricing tables, and cost calculations, and then send it to prospects as a personalized web link where opens and approvals can be tracked. Prospect quoting portals can be created from scratch or quickly designed using premade templates.
- Follow-ups and interactions on quotes: The system includes automated email follow-ups to remind leads to check out the quote portal for feedback or approval. Prospects also have the ability to choose multiple choice or checkbox options to add supplemental items to their quotes, post questions or comments that you can respond to, and easily accept the proposal all in the quoting portal.
- Dashboard reporting and analytics: Comes with a centralized reporting system to track pending quote responses, estimated revenue for accepted proposals, and current leads in the quote pipeline. Users can also get notifications for when prospects make comments or questions in their quote portal.
Quotient offers a tier-based system with two pricing plans depending on user requirements:
- One Man Band: $25 for up to one user
- Business Time: $45 for up to five users then $6 per user, per month for each additional user
*Pricing is based on annual billing on a per-month breakdown. Monthly billing is available for a higher cost. Quotient comes with a 14-day free trial for the paid plans. Pricing reflects pricing info available at the time of publishing. While we update pricing information regularly, we encourage our readers to check current pricing here.
Quotient customer comments on quote (Source: Quotient)
Quotient is an easy-to-use specialty quoting software that gives you the ability to accelerate your proposal management processes. It comes with quote generation on stored templates and multiple choice or menu selection of products with pricing for potential customers to choose from. Additionally, prospects can view their quotes, make comments, and ask questions in their personalized portal, plus accept the proposal in one click—all streamlining the entire process.
How We Evaluated the Best Quote Software
To determine the best quotation software, we evaluated the specific features relevant to creating and sending either price estimates to leads or full signable business proposals. We wanted to see things like storable templates, price calculators, e-signature options, and even payment processing for the advanced tools. We also looked at other critical software attributes, including affordability, ease of use, and customer support.
The tabs below offer insight into our evaluation process of the best sales quote software:
- Breakdown
- General Features
- Niche/Advanced Features
- Expert Score
- Pricing
25%
General Features
25%
Niche/Advanced Features
20%
Expert Score
15%
Pricing
15%
Help & Support
25% of Overall Score
We first looked at the must-have features for a quote tool. To synchronize quote data with customer information, the product should either be a CRM system, offer a native add-on to a CRM, or integrate with CRM software. We also wanted to see mobile capabilities and whether the software includes a self-service portal for customers to easily generate their own quotes.
25% of Overall Score
We evaluated advanced features relevant to quote or proposal generation. Pre-stored templates, for example, let you automate document generation and deployment via email. We also looked at whether the software offered a price and cost calculator, digital signature capabilities, and payment processing built in or through a third-party integration like Stripe or PayPal.
20% of Overall Score
In addition to firsthand experience with these products, we evaluated what actual users say about each quote software according to online reviews. We wanted to get an in-depth look into how users felt about the features and whether they were worth the price. This also lets us better understand the product usability and intuitiveness of the software interface.
15% of Overall Score
Pricing considered free plan availability and various paid options businesses could subscribe to. We also considered the costs specifically for the quote management features and whether they were included in a broader software package like a CRM or documents management system. Finally, we looked at billing flexibility and whether users could save by subscribing to an annual plan.
15% of Overall Score
Extensive support gives users the best possible experience while using their quoting tools or are engaged in a subscription contract. We wanted the provider to be available on various channels including live chat, phone, or email, as well as offer self-service resources like a knowledge base or community forum. We also looked at whether or not there was 24/7 service or availability during extended business hours.
*Percentages of overall score
Frequently Asked Questions (FAQs)
Quoting software is any platform that allows users to generate, send, track, and get signatures on business proposals or pricing information. Some more advanced products even let teams process payments directly from a sales quote. While businesses could manually create proposal documents for their leads, quote management software saves time by automatically adding quote data onto premade templates and sending for digital signatures.
A good quoting tool will provide easy-to-use and advanced quote management features for an affordable price. In addition to allowing users to automate quote generation by pulling data from a contact or company record, the best quoting tools will let you calculate the price of products or services and send out proposals for review. Top-of-the-line products will also come with e-signature features and payment processing all in one interface.
Depending on your budget, feature needs, and product preferences, there are various apps you can use to make quotations for customers. CRMs like HubSpot Sales Hub, for example, are a great low-cost option as they come with quote generation features in addition to contact and deal management tools. Alternatively, PandaDoc is an easy-to-use document management system that’s solid if you primarily need proposal generation and digital signature capabilities.
Bottom Line
Quote management tools enable businesses to easily create, send, and process business proposals from one system. The best quoting software will include affordable quote generation features and advanced capabilities like e-signature, payment processing, and price calculation tools. While you can use a CRM such as Bitrix24 for quote management features, specialty products like Qwilr and Scoro can also help you automate quote management activities.
