Quoting Software

Get the best quoting software for your business. Compare product reviews, pricing below. Read our buyer’s guide for more help.

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Popular Products

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Quoter Screenshot
Quoter software is a cloud-based platform made to help businesses quote more and sell more. This software offers a lightning fast, approach to modern quoting, specifically for technology service providers. This easy-to-use platform, automation workflows…
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Starting Price
$99/month
Client OS
Web
Deployment
Cloud Hosted
QuoteWerks Screenshot
QuoteWerks allows you to initiate a quote for products and services within your existing Contact Management system. You’ll eliminate costly errors and save time re-typing customer information. Used in combination with DataLink you can automatically pull…
Starting Price
$19.90/month/user
Client OS
Windows
Deployment
Cloud Hosted
PandaDoc Screenshot
PandaDoc is a digital document solution. Create, send, track, and eSign documents — all from one intuitive and easy-to-use platform. Supercharge your CRM with the PandaDoc integrations. PandaDoc is an ideal platform for managing organizational documents…
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Starting Price
$9/month/user
Client OS
Web
Deployment
Cloud Hosted
Quote Roller Screenshot
Quote Roller, powered by PandaDoc, makes sales proposals easy. Designed to streamline the sales process, this software uses smart documentation to automate sales. Quote Roller lets you create sales documents, employ dynamic quoting, get electronic…
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Starting Price
$49/month/user
Client OS
Web
Deployment
Cloud Hosted
iQuote Screenshot
iQuote is an add-on product for Microsoft Dynamics CRM, that allows you to quickly and easily generate sales quotes from within MSCRM. This product will help your sales staff quickly and easily generate quotes while interacting with potential customers…
Client OS
Windows
Deployment
Cloud Hosted
Scoro Screenshot
Scoro
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Scoro is an all-in-one business management software that brings together your sales, projects, and reports together. The solution helps your business prepare high quality work by planning, scheduling, and tracking all of your projects in one place. Entire…
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Starting Price
$26/month/user
Client OS
Web, iOS, Android
Deployment
Cloud Hosted
Quotient Screenshot
Quotient software generates amazing, professional quotes to give your business a competitive edge. Quotes can be custom created or generated from a template. Customers can accept quotes directly online at any time and receive an email confirmation showing…
Starting Price
$25/month/user
Client OS
Web
Deployment
Cloud Hosted
Verenia Screenshot
Verenia CPQ is a market-leading, cloud-based CPQ solution for omnichannel sales. This productivity suite provides front office, configure, price, quote (CPQ), and ecommerce solutions. Create intuitive business rules and product logic to eliminates pricing…
Client OS
Web
Deployment
Cloud Hosted
eRep CPQ+ Screenshot
eRep CPQ makes it fast and easy for inside sales, sales reps, distributors to quickly select the right product, configure, price, quote, and place orders. It also includes a unique customer support module that allows customer support to work with…
Client OS
Web
Deployment
Cloud Hosted
Salesforce CPQ Screenshot
Salesforce CPQ
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Salesforce CPQ, formerly Steelbrick , helps businesses streamline configuration, pricing, and quoting services. Use this software to go beyond single sales by creating recurring revenue with on the #1 CRM platform. By using Salesforce CPQ, your business…
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Starting Price
$75/month/user
Client OS
Web, iOS, Android
Deployment
Cloud Hosted
Jobber Screenshot
Jobber
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Jobber makes it easier to schedule jobs and manage your team, and reduces the amount of time spent on data entry and tracking down paperwork. Users have saved 6.8 hours per week on average by using Jobber. Scheduling & Dispatching; Invoicing; CRM; GPS…
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Starting Price
$19/month
Client OS
Deployment
Cloud Hosted
ConnectWise Sell Screenshot
ConnectWise Sell
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ConnectWise Sell is a quote and proposal tool to help you get back to selling instead of getting bogged down in the time-consuming quote and proposal creation process. By automating most of the procurement process, you can stay ahead of renewal deadlines…
Client OS
Mac, Web, Windows
Deployment
Cloud Hosted
Knowify Screenshot
Knowify
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Job Costing & Project Management Cloud-Based Software for residential General Contractors and Commercial Subcontractors. Bring your business to the next level with real time data on all of your jobs. Industry leading bi-directional sync with QuickBooks…
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Starting Price
$54/month
Client OS
Web, iOS, Android
Deployment
Cloud Hosted
Powertrak CPQ Screenshot
Powertrak CPQ
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Powertrak CPQ (Configure, Price, Quote) suite by Axonom is a cloud-based and mobile-friendly solution for generating accurate product pricing at your business. It’s designed for manufacturers who sell highly configurable products which are made-, built-…
Client OS
Web, iOS, Android
Deployment
Cloud Hosted
DealHub CPQ Screenshot
The award-winning DealHub CPQ lets you generate professional proposals and pricing quotes within minutes. To make quoting faster and easier, this software uses real-time insights into prospect engagements. This flexible solution natively operates with…
Client OS
Deployment
On-Premises
iQ Configure, Price, Quote Screenshot
Spend More Time on Your Customers And Less Time Creating Quotes. Alternative’s iQ, CPQ (Configure, Price, Quote) solution, was designed with manufacturers in mind and speed and simplicity at its core. iQ’s robust functionality simplifies the process of…
Client OS
Windows
Deployment
On-Premises
EstimateGenius Screenshot
EstimateGenius is a Estimating and Proposal Generation software specially designed for subcontractors to estimate and generate proposal for various trades like excavation, sewer & water , paving, landscaping, concrete, masonry, steel, carpentry, roofing…
Client OS
Windows
Deployment
Cloud or On-Premises
Costimator JS Screenshot
Costimator JS will give you speed accuracy and consistency to your quoting process. This product can fully calculate the cycle time and cost of manufacturing a part or assembly in your shop. All prices are based on the capabilities of your equipment and…
Client OS
Windows
Deployment
Cloud or On-Premises

We searched and searched, but we couldn’t find any products in our database that match your criteria. Perhaps our team of software experts can help? They’d be happy to provide a list of free quoting software recommendations that meet your exact requirements.

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Quoting Software Buyer’s Guide

What is Quoting Software?

Quoting software automates the proposal process for B2B and B2C sales. A subset of “configure, price, and quote” (CPQ) systems, quoting software focuses on calculating costs, managing customer relationships, and streamlining the request for proposal (RFP) process. An automated quoting software can dramatically expedite the quote proposal and approval process for various products and services.

While quoting systems help you share proposals with clients and customers, it also helps you better understand costs so you can find opportunities for savings on your end of the transaction. As a result, quoting software lets you save time and money throughout the entire quote proposal process.

Quoter Software
get a comprehensive overview of your quotes with Quoter software.
  • Automated quote generator: Build custom quotes through an automated template generator which includes complex pricing and other relevant quote information
  • Price rules engine: Set automatic pricing rules for your products and services based on specific rules, such as labor or material requirements
  • Discount management: Create conditions to apply discounts, sales, and clearance pricing on various products and services
  • Price and quote management: Maintain detailed records of pricing rules from previously sent quotes
  • Product configuration: Allow clients and customers to customize their products before sending out a quote proposal
  • Customer profiles and contact management: Store contact information about clients and customers, ranging from addresses, e-mails, and phone numbers to personal details about each account holder
  • E-signature collection: Allow clients and customers to digitally sign and accept quote proposals online
  • Invoice generation: Once a quote has been accepted by a client, automatically generate a matching invoice
  • Online payment portal: Accept payment for quotes through an easily accessible payment portal

Best Quoting Software Benefits

Quoting software helps more than just easing the proposal process for the sales department. Some of the additional benefits include:

Expedited Quote Generation

Building an accurate quote for a client takes time, especially if you have to calculate a lot of independent variables. Manually calculating the final price can waste a lot of valuable labor. While some basic quotations can be completed in a few hours or days, particularly complex proposals can take weeks or months to complete, depending on the scope of the project.

Fortunately, quoting software automates the process with customizable templates, even for complex products and services. By using an auto quote generator, you get faster price results which can then be sent off to clients in minutes instead of days. And those formerly month-long proposals can be finished in a fraction of the time, giving the sales team more time to focus on new leads.

Quote Roller
Review service pricing from the Quote Roller catalog.

Reduce Human Errors

Another downside of manual quote calculation is the possibility for human error. Every variable accounted for is an opportunity for a mistake. And if an incorrect proposal is sent to a customer, it can lead to an expensive misunderstanding and lost client trust.

Using a quoting software algorithm to generate complex prices leads to fewer errors overall. The custom price rules engine does all the calculations for you, even with complex variables. You can rest easy safe from costly misquotes.

Customize Pricing

In addition to reducing errors and speeding up the proposal process, quoting software allows for more flexibility with cost estimates. With software automation, you can adjust total prices based on individual product variables like:

  • Size
  • Bulk purchasing
  • Colors
  • Accessories
  • Bundles
  • Shipping methods

As long as you have your business rules set in advance, you can get an accurate quote for your most complex products generated in a fraction of the time of your manually calculated quotes. This interactive process also increases customer satisfaction, as each user can take the time they need to select every option they need at their own pace.

PandaDoc
PandaDoc pricing tables make it easy to customize quotes.

Faster Quote Acceptance

By sending quotes faster, you can receive responses faster too. Automated proposals can be sent as soon as they are completed, ready for customer approval. Digital quotes can be sent out online as well, further reducing delays from sending traditional proposals through the mail or a courier service. This is especially beneficial for sales team members who have multiple proposals to get out in a single day, as they don’t have to go through the hassle of addressing multiple envelopes or figuring out postage.

E-signature collection and online payment portals further expedite workflow. Once received, a customer can digitally sign the proposal with an electronic signature, allowing work to begin. And since they can also pay online, even with credit cards, the transaction can be completed in real time. The sales department can send out multiple quotes in the morning and start distributing customer-approved projects by the afternoon.

Additionally, you can set automated reminders to contact clients in regards to active proposals. These follow-ups can range from days after a quote is sent to weeks or months, depending on the type of project.

Build Better Customer Relationships

Customer relationship management (CRM) tools are another valuable part of quoting software. The first is through the creation of detailed customer profiles which can include everything from basic contact information to personalized notes about the client.

By setting up customer profiles with a CRM, you can review pertinent information before sending a quote proposal, increasing your chances of success. Keep in-depth notes on various clients, such as their buying habits and past sales history with your company. All of this information can be used to better tailor quotes to each specific customer.

Scoro Business Management Software
Manage all your clients with Scoro.
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