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Capterra review: “The software has completely changed our efficiency and allowed us to turn around quotes much faster. We know at just about any given time where our projects are from a cost perspective and where are [sic] margin will end up. It has been a very positive change and we could not do business without Scoro at this point.”

If you love Salesforce but aren’t a fan of Salesforce CPQ, keep in mind that PandaDoc integrates perfectly with Salesforce.

This includes help with onboarding and training, and quick action if you encounter any problems with its features, updates, or security.

Because the app tries to do so much, it’s hardly a focused quote and invoicing software solution. It tries to compete with solutions like PandaDoc and Salesforce CRM at the same time while not beating either. Maybe having a narrower focus rather than trying to be a jack-of-all-trades is sometimes a good thing?

Select payment schedules you’re comfortable with, and scrutinize the fine print to avoid unwanted long-term commitments — being thorough upfront can prevent surprises and ensure the software meets both your financial and functional needs.

G2 review: “Easy to use, but it’s not for everyone. Quotient gave us a simple interface that perfectly fits with our business model. It’s simplified, easy to work with, and is extremely convenient.“

When sales reps use them to generate quotes, all they need to do is add the products to the pricing table to create a neat and tidy proposal that’s optimized to win deals.

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This connection automates getting customer data into quotes, saving time and reducing routine work, allowing you to focus on more critical tasks.

Quotation software, also referred to as configure-price-quote (CPQ) software, allows you to quickly generate quotes and proposals for review by potential customers and established clients.

Although its interface is a bit outdated, it offers solid templates, an intuitive interface, and allows you to embed any content you want (or add a link to any content already online somewhere else).

Regardless of their level of familiarity with tech software, your sales reps will find it easy to adapt to our intuitive, user-friendly interface.

Pricing: Solo at $29/month for a single user, Team at $79/month for up to 3 users, Business at $149/month for up to 8 users

We also thoroughly tested the solutions below ourselves, fully evaluating what each product has to offer and how well it performs.

For example, admins can use a document builder to create pre-designed proposal templates that match your brand identity and then lock those formats.

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On this web page, you can embed all kinds of content, including Google Maps, videos, calendars, etc. Here’s how this looks in Qwilr’s editor:

Where is their data stored and processed? What data centers and cloud solutions are they using? If the sales reps don’t know the answers to these questions, that’s a bad sign.

G2 review: “Bitrix24 is the inexpensive CRM control option we are all trying to search. It’s not enough to be a complete elitist who knows very much, but a boss to get everything you need without making as much noise as the rest. Bitrix24 has been reported to be a stable and scalable CRM device. […] If the interface were updated to help understand the software, we would feel better. The software is not difficult, but it does not have its full capacity on the interface for us.”

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Although the majority of modern software is easy to install and use, your vendor must offer reliable support if you need it.

Bitrix24 is much more than a quoting software solution. It’s a complex CRM, internal communications, and project management tool that allows you to manage multiple aspects of your business at once.

Creating documents, sending them to clients, and tracking analytics isn’t nearly as streamlined and intuitive as with some of the other solutions on this list. Here’s what the document dashboard looks like:

Responsive’s unique selling proposition (USP) is the AI-powered recommendation engine that can help you quickly answer questions and add the right contributors.

You can save any element you create and use it later on, for the same or different client. Here’s how this looks like for sections:

Scoro is much more than quoting software. It’s a complex solution that lets you automate quoting, billing, projects, clients, and invoicing.

The platform has built-in functionality to allow your clients to download a PDF version of your proposal or quote (though sharing via web is highly recommended).

It’s an all-in-one solution that takes care of the entire process, from quote creation with impressive templates to tracking analytics.

And, if you don’t find what you’re looking for, you can contact the developers to build your own integrations using their open API. That’s not something that small teams would have the capacity to do, but for enterprises with their own development team, it’s an option worth considering.

As a result, Salesforce CPQ is generally not suitable for small businesses — or, at least, it’s not the most cost-efficient quoting software out there.

Sales quoting software tools allow you to design sales documents like quotes and proposals and send them to clients quickly and easily.

This software solution focuses solely on creating and sending simple, streamlined proposals to clients in just a few clicks.

In a fast-paced sales environment, a successful business can close multiple deals each day, especially with the best quoting software on its side.

Additionally, look for software that supports inline comments and approval controls, enabling multiple team members to review quotes.

G2 review: “[Salesforce] CPQ reduces wasted time and helps us work more efficiently. It simplifies processes like submitting proposals and because it integrates with Salesforce CRM, all this information is easily accessible from anywhere, including mobile devices, which is extra handy for our on-the-go sales teams.”

For starters, you’ll notice that they offer several plans at various price points. Depending on your needs, you can pick the plan that best suits you.

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If you’re sending customized proposals for different kinds of services and clients, Responsive probably isn’t the quote tool you’re looking for.

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The exact details of your quote can vary depending on your client and the nature of your business. However, it’s generally accepted that a quote or proposal should contain the following:

Capterra review:“It’s been a pleasure to work with Bidsketch so far. Sending and getting proposals signed has been smooth sailing from the moment I started using it. My customers have not had any issues signing or filling out the proposals either. It’s a win-win.”

For example, PandaDoc is clear where data is stored and processed, and uses AES-128 encryption for your document data and employs encrypted automated backups.

TrustRadius review: “Qwilr is being used by our sales planning department and it is a great solution to help us untangle media proposals on [sic] a fast and creative way. Before Qwilr we had to depend on our design team in order to create beautiful presentations for our clients, ever since we started using it our delivery time became 50% faster and our clients have given us only positive feedback.”

In fact, in one recent month alone, more than 700 accounts used our advanced quote functionality — and, overall, more than 14,000 accounts have used at least one of its features (catalog, CRM integrations, or pricing tables).

The quoting software for a small business also enables you to send interactive landing pages to clients rather than the same old boring PDFs and Word documents, or going back and forth via email for comments and approvals.

Appearances play a major role when sending sales proposals. Potential clients love to see you making an effort and going the extra mile to provide them with a well-designed proposal.

The solution allows you to streamline your sales process and make the entire experience of creating sales quotes and proposals fun.

When your client receives a proposal using the Qwilr online quoting software, they get a dynamic web page, not a regular old document.

With Scoro, you can simplify quoting using client profiles, predefined services, standard quotes, and other features that help streamline the sales cycle. Here’s what the dashboard looks like:

With its extensive experience in CRM and a lot of automation knowledge, Salesforce has managed to create a great CPQ platform with some incredibly useful functionalities.

Capterra review: “Pros: 1) Can save templates and sections 2) Ingrates with stripe payment gateway that helps to collect partial one-off prepayment 3) Lately, they have increased the speed of integration; loving that — very useful to improve the workflow. Cons: I have been using it for more than 2 years… Sometimes the speed of new features might be slow as it is a one-man company. But it doesn’t affect as such as mainly because everything that is promised, just simply works“

Finally, to gauge user sentiment, we carefully researched real-life reviews posted on the trusted websites Capterra, TrustRadius, and G2.

With hundreds of templates to choose from, eSign capabilities, CPQ features, workflow automations, and document analytics, the platform does a lot at a very affordable price.

You can plan and prioritize your work, manage time with calendars and a built-in time monitor, and get a better overview of billable and non-billable hours.

The platform even has project management capabilities like time tracking, placing it amongst the best quoting and invoicing software on the market.

However, the quoting features of their CRM solution could use some improvements and so could the entire proposal management process.

G2 review: “PandaDoc is affordable and easy to use. Even our least internet-savvy customers have had no problem signing documents and making payments through PandaDoc. It is easy to import documents and set up a wide variety of fields for the customer to complete including text fields, signature, and date. We are easily able to track customer progress and search historical documents. Best of all, all of the features we need the most in our small RV inspection business are included in the free version of the software.”

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Nusii also offers variables to make sending quotes quicker and safer. In other words, you can create a quoting document and simply edit variables such as client name, address, company name, etc., to avoid making any mistakes and sending a document with the wrong information.

Salesforce CPQ is now a part of the Salesforce Revenue Cloud and enables you to create quotes and proposals with just a few clicks. You can also help your reps select the right products and services with an intuitive configuration wizard.

Select quoting software that easily integrates with your current tools, such as CRM systems and payment gateways, to streamline creating sales documents.

Check out our mini-course and workshop on building quotes for more information on how to build powerful proposals that sell like hot bread.

Carefully examine each option’s price points and what’s included for the cost — some platforms list their pricing as monthly and then you can only make a yearly payment.

Simply start typing your prospect’s name/email, and the app will autocomplete the field if you have them in your contact list.

Yauhen is the Director of Demand Generation at PandaDoc. He’s been a marketer for 10+ years, and for the last five years, he’s been entirely focused on the electronic signature, proposal, and document management markets. Yauhen has experience speaking at niche conferences where he enjoys sharing his expertise with other curious marketers. And in his spare time, he is an avid fisherman and takes nearly 20 fishing trips every year.

While some users might feel at home with this interface, here at PandaDoc we’re all about usability and the latest UX trends.

Essentially, QuoteWerks works the same as most other RFP and quoting software — it allows you to integrate with your CRM to get user details, create a proposal using their builder, customize the template to fit your brand, and send it to the client with interactive quotes.

Builders are equipped with a suite of tools that allow you to design and create proposals using blocks, layouts, and tables.

When choosing between quote software options, select the one that best promotes team collaboration as a reality you and your team can utilize every day.

Most also offer different optimization capabilities by allowing you to create templates, establish workflows, and integrate with CRMs to centralize your entire sales process.

Pricing: Free eSign for as many documents as you like, Essentials at $19 month/user, Business at $49 month/user, Enterprise (custom price).

Unfortunately, Scoro is limited when it comes to templates and innovative content (such as templates for remote teams, for example).

They may also incorporate images, video, and other forms of multimedia that you can use to make your sales proposals more appealing to customers.

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You can also see everyone’s individual capacity in real time and ensure that everyone is able to focus on the most impactful tasks for the organization.

G2 review: “It has been immensely useful to have one place where workers can obtain the most up-to-date and reliable information. The tool includes a moderated library of Q&A pairs, allowing your subject matter experts to quickly submit the best response for their segment. […] When using RFPIO, it can be difficult to bring new users into the application, as well as to get more than one program manager.”

Again, it’s helpful to look at reviews from current users to see which vendors offer the best customer service in alignment with your expectations.

That’s why we feel this app isn’t as intuitive and modern as other quotation software we’ve reviewed — not to mention that you won’t have a content library to make your documents truly stand out.

Another interesting feature is the Automated Renewals that allow your salespeople to proactively generate renewal quotes and send them to customers at just the right time.

Unlike other sales quoting software, instead of providing you with a PDF or Word document, Qwilr gives you an interactive, mobile responsive web page.

In fact, when it comes to CRMs, Salesforce has a larger market share than its most fierce competitors, Microsoft, Oracle, SAP, and Adobe, combined.

With the help of our interactive pricing table, your customers will be able to change quantities, select from different options, and even chat with you if they have any questions.

Some of the tools we mentioned above allow you to create quotes that are hosted online and open to client interaction. These include PandaDoc, Qwilr, and Nusii which all generate pages or documents that the client can comment on or sign.

Choosing between all the quote builder software options can be challenging, especially when so many have the same features.

Quotient makes creating quotes fairly easy: All you need to do is choose your items, add images, files, and links, and you’re ready to send. It’s all very simple and intuitive:

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Although you may not get to try the full spectrum of features for free, you can certainly get a good feel for the product.

Depending on your needs and what you’re willing to pay for quoting software, you’ll likely find some of these options more appealing than others.

You also can’t create other types of documents which may be a dealbreaker for companies that are looking for an all-in-one solution for all of their sales documents, rather than simple sales quote software.

One of the most often mentioned features on review websites is the Answers library, the hub for Q&A pairs and communication that enables your team to get the most relevant information quickly.

Responsive (formerly RFPIO) is an RFP response and proposal creation tool that allows your sales team to quickly and easily create even the most complicated proposal.

TrustRadius review: “QuoteWerks is, in theory, the best quoting tool on the market today. Quotes can be used from many customizable templates that QuoteWerks provides us with according to our requirements. It has an amazing integration feature with excellent third-party software (e.g., ConnectWise, which saves us a lot of time and money). QuoteWerks is the best ally for us to have everything in order and be able to send all our already quoted documents smoothly and make our clients feel satisfied.”

Choose software that lets you personalize docs at no additional cost, giving you control to tailor a template according to client-specific needs and ensuring your quotes are always relevant and detailed.

Design options for the resulting proposal (the compiler output) are often more limited, but, on the upside, you can create quotes very fast.

To ensure we’re not relying solely on our own experiences and opinions, we incorporated info from software review websites as well as the websites of the tools covered in the article.

Your quoting tool might also double as quote management software, which you can use to store, edit, and eSign documents, but this will vary based on the service you use.

We might be biased here but, after years of perfecting our software, we feel like we can add PandaDoc to this list of the best quote management software — and for good reason!

At PandaDoc, we’ve found that digital support works very well — we can view your details easily, keep records in one place, and offer live troubleshooting with screen share if necessary.

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Nusii is a simple quoting solution with powerful templates that can make your proposals look about as professional as you can get.

The app also provides integrations with a lot of the most popular platforms, including Slack, Salesforce, Google Chrome, Microsoft Azure, and others.

And we can always enhance that level of service with options for premium support as well as having your own dedicated customer success manager.

All you need to do is import the document — Word, PDF, or Excel — work on it, and then export content back into the original document.

It enables you to work from anywhere, because all your documents and data are stored in the cloud and accessible from any device with an internet connection.

By contrast, a compiler quote program enables you to select the products that you want to include and then generates a pre-designed quote based on your selection.

If you care deeply about the environment, you’ll also be happy to know that, as a part of their partnership with Stripe, Nusii donates 1% of all revenue to carbon removal technologies.

Tiago is a 20+ year veteran of the technology and SaaS industries with deep product and marketing management expertise. When he’s not working, he’s either thinking of new ways of working smarter - he’s a productivity freak - or he’s helping his two cats, Apollo and Odin, with their homework. These first years are so crucial for modeling young minds.

They can also model different deal scenarios for complex quotes and use a single unified pricing engine. This can help them prevent price discrepancies between invoices, orders, and quotes.