10 Best Quoting Software a Sales Team Must Have in 2026

Quoting software, also known as CPQ (configure-price-quote) software, is a tool that automates the process of creating, managing, and sending price estimates and sales proposals to customers. 

It basically eliminates manual document building by using centralized catalogs, preset pricing rules, and templates. 

The primary purpose of this software is to move away from error-prone, manual processes (such as standalone spreadsheets or word processors) and establish a fast, accurate, and professional end-to-end sales workflow. 

What is Quoting Software?

Quoting software is a digital tool that computerizes the creation, delivery, and management of business proposals and price estimates. It is important because quotation software is the best tool for eliminating manual errors and ensuring consistency in pricing and product workflow management, ultimately improving the sales cycle. 

The main purpose of this software is to create and send quotes to the customer. Also, instead of writing quotes manually, this software creates a professional-looking quote in minutes. 

Benefits of Using Quoting Software 

Quoting software helps businesses create fast and accurate quote price estimates by removing manual math and using standardized pricing rules. It also helps in removing repetitive copy-paste tasks and streamlining internal sign-offs before client delivery. 

1. CRM Integration and Customer History

Integrating quoting tools with customer relationship management platforms syncs customer data automatically. This helps eliminate double data entry for a single customer, which helps overcome mix-ups and confusion and also allows sales representatives to send personalized price quotations. 

2. Real-time Tracking and Time Analysis 

By using this feature, the quoting software doesn’t wait for the client to respond after reading the personalized PDF and asks each question one by one regarding their doubts and what they liked in the plan. 

Instead, by using the feature of Real-time tracking and time analysis. The software knows which page the client is on and how much time he spent on that page. Helping the sales representative talk to the customer accordingly. 

3. Digital Signature and Seamless Experience 

When you connect with a company to do some business and you don’t have anyone to handle your paperwork for you. The quoting software comes to your rescue.

 Quoting software allows clients to review and e-sign proposals from any device; this reduces the stress of paperwork and also saves time on printing, scanning, sending physical documents, etc.

4. Automated Pricing Accuracy and Consistency

The quoting tool eliminates human error by using preset pricing rules, tax variables, and discounts. By centralizing product catalogs and pre-setting discount rules, the quoting software instantly calculates the total. This avoids costly human errors and prevents sales representatives from applying extra or unauthorized discounts. 

Also read: What is a Performance Review Software? List of Top 10

10 Best Quoting Software in 2026

The 10 software options that can help your business grow are:  PandaDoc, Salesforce CPQ, Qwilr, QuoteWerks, DealHub, HubSpot Sales, Quotient, Zomentum, Scoro, and Proposify. Go through this article and learn the perks of using them. 

1. PandaDoc 

PandaDoc is a quoting software that provides a secure and dedicated web page for sharing multiple documents. It handles a lot of things, such as sales

proposals, quotes, contracts, e-signatures, and payment collection, which helps with communicating with stakeholders during the deal and negotiating. 

Unique Features	Interactive pricing tables Two-way CRM sync
Pricing	Free e-sign plan: Free Starter: $19 per user per month Business: $49 per user Enterprise: You’ll have to quote the price.
Best For	Sales and b2b teams Freelancers and Agencies
FreeTrials	14 days of free trials without giving out the information on your card.

2. Salesforce CPQ

Salesforce CPQ is a quoting software best known for its configure, price, and quote (CPQ). The best part of using the software is that it automatically sends the report to the concerned manager if a discount exceeds the required limit. 

Unique Features	Guided selling Advanced approvals
Pricing	Revenue Cloud growth: $150 per user per month Advanced edition: You will have to quote the price directly for this edition.
Best For	Mid- to large enterprises Subscription services or recurring revenues
Free Trials	There are no free trials, but you can request them for a demo on their website.

3. Qwilr 

This software allows users to complete an electronic signature and make a financial payment in a single go, and it is also best known for its interactive pricing tables, which help clients adjust quantity and select tiered packages and optional add-ons themselves while the quote itself recalculates the value. 

Unique Features	Integrated sign and pay Page analytics and alerts
Pricing	Starter: $35 per user per month Growth: $55 per user per month Enterprise: You’ll have to quote from the sales team
Best For	Mid-market sales and enterprise teams
Free Trials	You can have a 14-day free trial to use and check the fit of the application.

4. QuoteWerks

QuoteWerks is a quoting software known for its affordable and flexible licensing model. It also intelligently imports and translates unstructured vendor/distributor quotes from PDFs or spreadsheets into line-item quotes in seconds. 

Unique Features	Distributor Integration AI paste special
Pricing	Essential: $50 per user per month Balanced: $78 per user per month Pinnacle: $102 per user per month
Best For	MSPs (Managed service providers) and VARs (Value-added resellers)
Free Trials	The exact date is not mentioned. You can request them directly for a free trial or a demo.

5. DealHub

DealHub is a revenue workflow software that automates how sales teams build product configurations, calculate pricing, and generate branded proposals and secure approvals—all right through the subscription billing. 

Unique Features	No-code architecture Unified subscription and unified billings
Pricing	DealHub doesn’t publicly reveal its price. They will give you custom pricing based on the size and number of employees.
Best For	Mid-market to enterprise-level B2B companies.
Free Trials	There is no free trial available. You will have to contact them, and they will make you a custom demo.

6. HubSpot Sales Hub 

HubSpot Sales Hub is a quoting tool that generates draft quotes and line items, cover letters, and executive summaries automatically based on deal information. It also allows you to build branded proposals and automate pricing rules.  

Unique Features	Flexible pricing models Automated approval workflows
Pricing	The CRM and sales tool is free Sales hub starter: $20 per month per user Sales hub professionals: $100 per month per user Sales hub enterprise: $150 per month per user
Best For	Fast-growing B2B business Subscription-based services
Free Trials	You can access their free trial for 14 days

7. Quotient 

Quotient is a quoting tool primarily built for small and medium-sized businesses. It is intuitive software that integrates directly with platforms like QuickBooks and Zero to automatically generate the invoice once the quote is accepted. 

Unique Features	Interactive line items Customer collaboration
Pricing	Solo: $28 per month (for one team member) Team: $48 per month (for up to 5 members) Team+: $88 per month (for expanded team size)
Best For	Trade, construction, and home service providers Agencies, IT firms, and consultants
Free Trials	Free trials for up to 21 days are available.

8. Zomentum 

Zomentum is an all-in-one revenue platform in which clients can view, digitally sign, and pay for services inside the same proposals, which eliminates third-party friction, making the work of both the consumers and the service provider easier. 

Unique Features	Unified quote-to-cash Two-way PSA sync
Pricing	Pricing typically starts at $99 per month for two users. If you want to buy it for an expanded team size or more than two team members, it will cost you around $139 per month
Best For	For managed service providers
Free Trials	The free trials for this software are not available. But Zomentum occasionally offers an introductory period You can also request a free demo directly from their team

9. Scoro 

Scoro is a professional services automation tool that helps instantly convert accepted quotes into a live project budget, auto-schedule tasks, and set up real-time tracking against estimated hours, all without manual data re-entry.  

Unique Features	Quote-to-budget conversion Multi-currency support
Pricing	Core: $19.90 – $23.90 per user per month Growth: $29.90 – $38.90 per user per month Performance: $47.90 – $59.90 per user per month Enterprise: Custom-based pricing tailored for multi-entity companies.
Best For	Creative and digital agencies IT service firms and professional practices
Free Trials	Scoro offers a 14-day free trial in which you can have access to all its features.

10. Proposify

Proposify is a cloud-based quoting software that allows managers to lock specific sections or terms so sales representatives cannot alter branding or unauthorized pricing text. This also helps both customers and managers to build trust and work efficiently. 

Unique Features	Content locking and library Detailed Analytics
Pricing	Basic plan: $19 per user per month Team plan: $41 per user per month Business plan: $39000 per year for the expanded team.
Best For	Mid- to large sales teams B2B service providers
Free Trials	This software offers a 14-day free trial without requiring an upfront payment or adding a credit card.

What are the Essential Features to Look for While Buying Quoting Software? 

While deciding on which quoting software to go with, you must ensure that the software you choose is easy to use and that the functionality can be easily understood. 

Now, let’s look at a few factors and essential features to look for while buying quoting software:  

•  Workflow and Document Management 

  The first step while choosing quoting software should always be the capability of the software to handle documentation and the ability to control the workflow and do asset management. The best quote software should generate professional, clean quotes to match the company branding and should also allow clients to sign documents and route high-risk discounts or custom terms.

• Product Configuration and Guided Selling 

  The software should be capable of preventing the wrong pickup of the product mixes by the sales representatives and eliminating manual guesswork and costly mistakes on custom orders. It should also guide users to choose the right add-ons and bundles instantly and walk users through a step-by-step digital wizard based on client needs.   

• Automated Pricing and Discount Controls 

  The software should be able to apply taxes, tiered pricing, and math rules to automatically prevent human error. Preventing these errors will stop any miscommunication and wrong quotes on the website to build a smooth and good relationship with clients. It should also protect profit margins by setting limits on how much a representative can discount. 

Conclusion 

For a faster turnaround, fewer errors, and better insights, you should choose a quoting software that is easy to use and understand. The software should be efficient, accurate, and satisfactory and should be able to turn slow, messy talks into a smooth engine for growth. 

We have mentioned 10 popular online quoting software that are tried and tested and can match the different requirements of the businesses. 

FAQs