Here’s a reality check that might sting: sales reps spend only 30% of their time selling during an average week. The rest of the entire sales process? They’re drowning in administrative tasks, wrestling with spreadsheets and manually creating quotes.
Your sales team likely spends entire afternoons crafting proposals in Word documents, only to watch deals stall because pricing is inconsistent or approvals get lost in email chains. Meanwhile, competitors with modern quoting software are closing deals while your team is still formatting headers.
This is precisely why successful businesses are ditching manual quoting processes for automated solutions. However, with hundreds of options available, selecting the right quoting software for your team can be overwhelming.
In this comprehensive guide, you’ll discover the 12 best quoting software solutions, complete with pricing, key features and ratings. By the end, you’ll know exactly which quoting software fits your sales process and budget.
What is quoting software?
Quoting software (also called proposal software) is a digital tool that automates the creation, customization and delivery of sales quotes and proposals. Instead of manually building quotes in Word documents or spreadsheets, your sales team can generate professional quotes in just a few clicks using pre-built templates, automated calculations and integrated pricing rules.
The primary benefits are speed, accuracy and professionalism. Modern quoting software eliminates manual errors from pricing calculations, ensures brand consistency across all sales documents and reduces the quote creation process from hours to minutes.
There are several types of quoting software to consider:
- Basic quote generators: Simple tools focused purely on creating and sending quotes.
- CPQ (Configure, Price, Quote) software: Advanced systems that handle complex product configurations, dynamic pricing rules and approval workflows (focused only on pre-signature activities).
- End-to-end platforms: Comprehensive solutions that manage everything from quote creation through contract signing and beyond.
Understanding these distinctions helps you choose the right level of complexity for your sales process and team size.
See also: 10 best contract management software in 2025
How we evaluated the best quoting software
We researched quoting software solutions to identify the top performers. Our evaluation drew from hands-on testing, feature overviews and analysis of user reviews.
Our evaluation criteria included:
- Features: Core quoting capabilities, template libraries, pricing automation, approval workflows and integration options.
- Pricing: Cost transparency, value for money, scalability across team sizes and hidden fees.
- User experience: Interface design, learning curve, mobile accessibility and time-to-value.
- Integrations: Compatibility with popular CRM systems, accounting software and sales tools.
- Support and reliability: Customer service quality, uptime and implementation assistance.
We used a 5-star rating system based on weighted scores across these categories. Each tool was evaluated by multiple team members to ensure objectivity.
Full transparency: Oneflow is included in this comparison as we believe it represents the best value in the market, but every tool was evaluated using identical criteria and standards.
Quick comparison: Best quoting software at a glance
Tool | Rating | Best for | Pricing | Key features |
---|---|---|---|---|
Oneflow | 5/5 | Businesses of all sizes | Free version, then $17/user/mo | HTML contracts, real-time editing, AI review, EU hosting |
PandaDoc | 4.7/5 | SMBs needing versatility | $19/user/mo | Document automation, e-signatures, payments |
DealHub | 4.6/5 | Complex B2B sales | Custom pricing | Advanced CPQ, sales rooms, revenue intelligence |
Conga | 4.5/5 | Large enterprises | Custom pricing | Deep Salesforce integration, complex configurations |
GetAccept | 4.4/5 | Video-focused sales | $25/user/mo | Video proposals, live chat, sales engagement |
QuoteWerks | 4.3/5 | IT/technology resellers | $13.75/user/mo | Product catalog, vendor integrations, configurability |
Qwilr | 4.5/5 | Design-conscious teams | $35/user/mo | Interactive web proposals, beautiful templates |
Proposify | 4.4/5 | Agencies and consultants | $19/mo for 2 users | Template library, content management, analytics |
Quoter (ScalePad) | 4.2/5 | MSPs and IT services | $149/mo | MSP-specific features, automated workflows |
Scoro | 4.1/5 | Service businesses | $19.90/user/mo | All-in-one business management, time tracking |
Nusii | 4.0/5 | Freelancers and small teams | $290/user/mo | Template-based proposals, electronic signatures |
Bitrix24 | 3.9/5 | Budget-conscious teams | $49/mo for 5 users | CRM integration, team collaboration, affordability |
The 12 best quoting software solutions for 2025
Oneflow
Rating: 5/5
Oneflow revolutionizes the quote-to-cash process by creating dynamic, data-connected quotes that seamlessly sync with your CRM instead of static PDFs that create data silos. While traditional CPQ tools force you to maintain duplicate product catalogs, Oneflow leverages your existing CRM as the single source of truth.
This means no more manual spreadsheet reconciliation between sales quotes and finance invoices. When prospects negotiate pricing or select products directly in the quote, changes automatically flow back to your CRM in real-time, ensuring what’s signed matches what’s invoiced.
Key features
- Dynamic quoting with two-way CRM sync: Generate quotes that pull product and pricing data from your CRM, with any negotiated changes instantly reflected back—eliminating revenue leakage from mismatched quotes and invoices.
- Real-time negotiation: Prospects can adjust quantities, select products, and negotiate terms directly in the quote without creating version control chaos or manual CRM updates.
- AI-powered review and automation: Automated approval workflows enforce pricing rules while AI flags discounting risks and ensures quote accuracy.
- Post-signature intelligence: Signed quotes trigger automated invoicing workflows, with complete audit trails and contract linking for finance visibility.
- Native CRM integrations: Deep two-way integrations with Salesforce, HubSpot, and Microsoft Dynamics that go beyond simple data push—keeping your CRM as the commercial source of truth without requiring a separate CPQ system.
- Secure e-signatures: Full eIDAS and UK GDPR compliance with multiple authentication options.
Pricing
The pricing models are:
- Free: It includes basic document management features
- Essentials: $17/mo/user
- Business: $45/mo/user
- Enterprise: Custom pricing
User review
Oneflow has a 4.6 rating on Capterra. Customers consistently praise Oneflow for its intuitive, user-friendly interface and streamlined contract workflows.
Best for
Businesses that want to modernize their entire contract management process, not just create quotes. The platform excels when you need collaboration between multiple stakeholders and want to eliminate the back-and-forth of traditional document workflows.
Ready to see how Oneflow can help you create professional-looking quotes? Book a free demo and discover why thousands of companies trust Oneflow for their critical business contracts.
PandaDoc
Rating: 4.7/5
PandaDoc handles everything from simple quotes to complex contracts. It’s a workflow automation tool with payment collection features.
This quote management software has an extensive template library and drag-and-drop editor. Non-technical users can build professional-looking proposals without design skills, while the approval workflows make sure nothing falls through the cracks.
See also: Top 20 PandaDoc Alternatives and Competitors 2024
Key features
- Comprehensive template library with industry-specific options
- Built-in payment processing and subscription billing
- Advanced analytics showing how recipients engage with documents
Pricing
- Starter: $19/mo/user
- Business: $49/mo/user
- Enterprise: Custom pricing model
User review
Users rated PandaDoc with 4.5 stars on Capterra. They like the tool’s ease of use and templates.
Best for
Small to medium businesses that need a versatile platform for quotes, proposals and contracts. It’s particularly suitable for companies that want to collect payments directly through their documents.
DealHub
Rating: 4.6/5
DealHub is a revenue operations platform, going beyond simple quoting to include sales rooms, revenue intelligence and advanced CPQ capabilities.
The platform’s “sales rooms” concept creates a dedicated space for each deal, where prospects can access proposals, supporting materials and engage with your team in real-time. It’s effective for the enterprise sales process that has long cycles and multiple stakeholders.
Key features
- CPQ with complex product configurations
- Sales rooms for centralized deal management
- Revenue intelligence and forecasting
Pricing
DealHub provides custom pricing to its customers.
User review
Rated 4.7 on Capterra, DealHub gets praises for its flexible CPQ setup and strong customer support.
Best for
Mid-market and enterprise B2B companies with complex products, long sales cycles, and sophisticated revenue operations needs.
Conga
Rating: 4.5/5
Conga is next on our list of the best quoting software solutions. It specializes in document generation and revenue lifecycle management. If your organization is heavily invested in Salesforce, Conga offers good data synchronization and workflow automation. It includes AI, CPQ, CLM and document automation.
Key features
- Advanced product and pricing configuration options
- Sophisticated approval workflows and routing
- Multi-language and multi-currency support
Pricing
Custom pricing based on requirements.
User review
Users single out the tool’s flexible templating and Salesforce integration that improves contract workflows.
Best for
Large enterprises with complex product catalogs.
GetAccept
Rating: 4.4/5
GetAccept differentiates itself through video-centric sales engagement. Instead of sending static proposals, sales reps can embed personalized videos, create interactive presentations and engage prospects through live chat directly within documents.
Key features
- Personalized video proposals and presentations
- Live chat functionality within documents
- Document tracking and analytics
Pricing
- E-sign: $25/mo/user
- Professional: $49/mo/user
- Enterprise: Pricing available upon request
User review
The tool has a 4.6 rating on Capterra. Users praise GetAccept for its responsive support and tracking capabilities, especially the digital sales room functionality.
Best for
Sales teams that want to focus on building collaborative sales experiences and proposals
QuoteWerks
Rating: 4.3/5
QuoteWerks is suitable for IT resellers and technology vendors, offering deep integrations with distributor catalogs to streamline quoting. The platform pulls real-time pricing, availability and product specifications from major vendors, making sure quotes are always accurate.
Key features
- Extensive vendor and distributor integrations
- Real-time pricing and availability data
- Advanced product configuration tools
User review
Users appreciate that QuoteWerks makes quote and proposal creation fast and supports it through integrations and templates. The tool has a 4.6 rating on Capterra.
Pricing
- Standard edition: $13.75/mo/user
- Professional edition: $19.25/mo/user
- Corporate edition: $27.50/mo/user
Best for
IT resellers, technology solution providers and companies selling configurable hardware/software products.
Qwilr
Rating: 4.5/5
Qwilr transforms traditional proposals into interactive web pages that engage prospects like modern websites. Instead of a PDF or Word document, recipients get a mobile-optimized web experience with embedded videos, interactive pricing and navigation.
Key features
- Interactive web-based proposals
- Mobile-responsive templates
- Embedded videos and rich media support
Pricing
- Business: $35/mo/user
- Enterprise: $59/mo/user
- Paid add-ons for identity verification or custom branding
User review
Users say Qwilr makes proposals look professional and engaging with minimal effort. They gave the tool 4.6 stars on Capterra.
Best for
Creative agencies, consultants and businesses where visual presentation significantly impacts deal closure.
Proposify
Rating: 4.4/5
Proposify focuses on proposal creation and management, emphasizing template standardization and content libraries. The platform helps teams maintain consistency across all proposals while tracking what content performs best.
Key features
- Customizable quote templates
- Content management with reusable sections
- Detailed proposal analytics and optimization insights
Pricing
- Basic: $19/mo for 2 users
- Team: $41/mo for 3 users
- Business: $65/mo for 5 users
User rating
Proposify has 4.4 stars on Capterra. Users highlight the tool’s intuitive interface and polished proposal-building tools.
Best for
Agencies, consultants and service-based businesses that create high-volume, content-rich proposals.
Quoter (ScalePad)
Rating: 4.2/5
Quoter, now part of ScalePad, is purpose-built for managed service providers (MSPs) and IT service companies. The platform understands the needs of MSPs, including recurring service pricing, technology stack recommendations and automated security assessments.
Key features
- Automated quote creation
- Professional templates
- Product configurator
Pricing
- Basic: $149/mo for 35 quotes
- Standard: $289/mo for 75 quotes
- Pro: $429/mo for 150 quotes
- Enterprise: $569/mo for 200 quotes
User rating
Quoter has a 4.6 rating on Capterra. Users say it helps them track acceptance and payments.
Best for
Managed service providers, IT service companies and technology consultants serving SMB markets.
Scoro
Rating: 4.1/5
Scoro is an all-in-one business management platform that includes quoting. While not as specialized as dedicated quoting tools, it offers solid capabilities integrated with project management, time tracking and financial reporting.
Key features
- Integrated project management and time tracking
- Financial reporting and profitability analysis
- Team collaboration and resource planning
Pricing
- Core: $19.90/mo/user
- Growth: $32.90/mo/user
- Performance: $49.90/mo/user
- Enterprise: Custom pricing
User rating
Scoro received 4.6 stars on Capterra. Users highlight its all-in-one setup for managing projects, time and finances.
Best for
Service-based businesses that want an integrated platform for project management, quoting and operations.
Nusii
Rating: 4.0/5
Nusii keeps things simple with a focus on proposal creation and client communication. The platform offers clean, professional templates and straightforward workflow management without overwhelming smaller teams with enterprise features they don’t need.
Key features
- Simple, intuitive proposal editor
- Professional template library
- Basic analytics and tracking
Pricing
- Freelancer: $290 per year for one user
- Agency: $490 per year for three users
- Business: $1290 per year for five users
User rating
Users say Nusii makes proposal creation effortless with easy-to-use templates and insightful engagement tracking.
Best for
Freelancers, small agencies and consultants who want professional proposals without complexity.
Bitrix24
Rating: 3.9/5
Bitrix24 is a business platform that includes basic quoting functionality alongside CRM, project management and team collaboration tools. While not as sophisticated as specialized quoting software, it provides solid value for budget-conscious teams.
Key features
- Integrated CRM and sales pipeline management
- Basic quote and invoice creation
- Team collaboration and communication tools
Pricing
- Basic: $49/mo for five users
- Standard: $81/mo for 50 users
- Professional: $162/mo for 100 users
- Enterprise: $325/mo for 250 users
User rating
Bitrix24 has a 4.2 rating on Capterra. Users find it suitable for task management and team collaboration.
Best for
Small businesses and startups needing a complete business platform with basic quoting capabilities at minimal cost.
The future of quoting software
The best quoting software is changing quickly. It’s no longer just about sending a static PDF. Tools are becoming smarter with AI, designed for mobile use and closely integrated with CRMs and finance systems. They’re also giving teams real insights into what content and pricing actually help close deals.
Oneflow exemplifies this future-ready approach by seamlessly connecting quotes and contracts in one unified workflow—eliminating the disconnect between sales quotes and finance invoices.
Through its two-way CRM sync, Oneflow ensures that product selections, pricing negotiations, and contract terms flow automatically from initial quote through to post-signature invoicing. Unlike traditional tools that create data silos between CPQ systems and contract management, Oneflow treats quotes as dynamic, living documents that evolve throughout the entire quote-to-cash process while maintaining your CRM as the single source of truth.
Ready to future-proof your quoting process? Oneflow’s modern platform includes everything you need to close deals faster and more efficiently. Start your free trial and experience the difference firsthand.
FAQs
What’s the difference between quoting software and CPQ?
Quoting software is the broader category that includes any tool for creating and sending sales quotes. CPQ (Configure, Price, Quote) is a specialized type of quoting software designed for complex products with multiple configuration options, advanced pricing rules and sophisticated approval workflows.
Can quoting software integrate with my existing CRM?
Most modern quoting software offers native integrations with popular CRM systems like Salesforce, HubSpot and Microsoft Dynamics 365. These integrations typically sync customer data, deal information and quote status automatically, eliminating manual data entry between systems.
Is free quoting software sufficient for small businesses?
Free quoting software can work for very small teams with basic needs, but most businesses quickly outgrow these limitations. Free versions typically restrict the number of quotes per month, lack advanced features like approval workflows and detailed analytics and often include the software provider’s branding on documents.
What security features should I look for?
Security requirements vary by industry, but essential features include encrypted data transmission, secure document storage, audit trails showing who accessed documents and when and user permission controls. If you handle sensitive financial or personal data, look for platforms with SOC 2 compliance, GDPR compliance for European data and enterprise-grade access controls.