Best Quoting Software: 10 Sales Quote Portals & Tools Compared
Are you looking for the best quoting software to streamline your sales process? Writing up quotations can be a time-consuming task, and having the right software can help you get it done quickly and accurately. To help you find the best solution for your business needs, we've compared 10 of the top quoting portals and tools on the market.
Let’s dive in!
Sales quoting tools comparison chart (top 10 highest rated)
Have a brief glance at this table laying out the top 10 proposal and quote platforms.
Best quoting software overall
$26 per user per month billed annually
Top online quoting software
$29 per month billed annually
Good simple quoting software
$13.75 per user per month billed annually
Best free quoting software
$19 per user per month billed annually
Great price quoting software for small business
$49 per user per month billed annually
Top quoting portal for sales reps
$35 per user per month billed annually
Good quoting program for sales teams
$75 per user per month billed annually
Top quoting tool for ease of use
$25 per user per month
Great quoting engine and proposal software
$23 per user per month billed annually
Good quoting tool with product catalogs
$29 per user per month
What is the best quoting software? Here’s our top 10 list:
Now it is time to go over in fine detail of these top quote tools. We will list the pros and cons for each tool, and talk about the features, pricing and if there are free plans. Let’s get started and find you the best quoting software for your business!
1. Scoro (Best quoting software overall)
Scoro is an all-in-one work management software solution. It is also the best quoting software in general for the purpose of this article. Scoro is very popular with professional services, agencies, creative firms, and consultancies. Standard Scoro tools include time management, project management, sales and CRM features, along with a slew of finance tools and analytics.
Scoro makes quoting easy and quick for your sales process. You can include data like client profiles and predefined services, as well as get multilingual quoting.
You can customize quotes with Scoro, turning purchase orders, work orders, and other documents like sales proposals into PDFs with very few clicks in real-time.
Scoro has great automation functionality which can turn quotes into tasks and projects. You can also streamline Scoro quoting with CRM to see each contact, customer, or client’s history, including all past quotes.
Some of the more advanced quoting process tools are reserved for the more expensive Scoro packages, like quote status logs and tables which display quotes versus actual results.
Essential plan is $26 per user per month billed annually
Standard plan is $37 per user per month billed annually
Pro plan is $65 per user per month billed annually
For Ultimate plan pricing contact Scoro
2. Nusii (Top online quoting software)
Nusii comes in at a second place and it is one of the top online quoting software out there on the market. It is also an excellent quoting management system choice for freelancers.
First of all, Nusii has a very intuitive interface, and the quotes you create with Nusii are quite aesthetically pleasing. You can add your own branding to quotes, and there are excellent quote templates, which are customizable.
There are solid tools for handling e-signatures, with Nusii automatically recording the client’s name, the date of the e-signature, and the IP address each time.
You get good multilingual, multi-currency, and multi-regional regulatory tax features, which make this a great option for e-commerce.
Interactive pricing tools make it easy for sales teams to cross-sell and upsell using Nusii’s quoting platform.
The Nusii mobile app is ideal for straying on top of active jobs, sending you follow-up notifications when your quotes or proposals are opened, and helping sales reps close deals faster and with higher rates.
While the most affordable Nusii online quote software package is good for freelancers, it is strictly limited to one user, and therefore, small businesses need the more expensive plan.
Freelancer plan is $29 per month billed annually for 1 user only
Professional plan is $49 per month billed annually for unlimited users
Business plan is $129 per month billed annually for unlimited users
3. Quotewerks (Good simple quoting software)
If you are looking for solid but simple accounting software that specializes in quoting, then maybe Quotewerks is a good choice. You get fast, no-frills, accurate quotes and proposal creation.
Quotewerks can be a subscription, a one-time purchase, or a web add-on, so you have good options for this quote management tool.
There is a great integration library. You can use integrations to connect Quotewerks to Outlook, Gmail, HubSpot, Zoho, and Microsoft Dynamics CRM.
Quotes, orders and invoicing is a snap, and you also can bulk-configure bundles of data with this quoting system.
Quotewerks has a bit of an outdated look and feel. Also, while the quote creation is good, it’s not exactly an all-in-one platform that handles proposal automation and other workflows.
Standard plan is $13.75 per user per month billed annually
Professional plan is $19.25 per user per month billed annually
Corporate plan is $27.50 per user per month billed annually
4. PandaDoc (Best free quoting software)
If you’ve been looking for some quotation software free of use, then we’ve got something special for you with PandaDoc. PandaDoc’s paid plans are also great choices for streamlined quote creation and getting paid in less time.
First off, there is a free version, and then the prices afterward are pretty competitive.
There are unlimited electronic signatures with PandaDoc, as well as unlimited upload of sales documents. You can also use this as proposal software speeding up the sales cycle with instant client eSign functionality.
PandaDoc has an amazing quote and proposal templates which are easy to configure or customize.
If you want a quote and proposal software with some contact management or other CRM tools, you’ll need an integration.
PandaDoc has a free eSign plan
Essentials plan is $19 per user per month billed annually
Business plan is $49 per user per month billed annually
For Enterprise plan pricing, contact PandaDoc
5. Proposify (Great price quoting software for small business)
Proposify is quite effective for professional quotes and overall proposal software. As far as this list goes, this is one great option for small business quoting software.
Salespeople will really feel the benefits of the speedy quote and proposal creation with Proposify.
There are great proposal templates, and you can also run workflows to handle pre-approved content.
There is interactive quoting with online eSignatures. You can also set up automated notifications and create reports to export to PDF easily.
The best features, like approval workflows and roles and permissions, are all reserved for the more premium package.
Team plan is $49 per user per month billed annually
Business plan is $590 per user per month billed annually
6. Qwilr (Top quoting portal for sales reps)
Qwilr is a web-based platform to price quotes and automate parts of the sales pipeline that involves proposals, quoting, approvals, and getting those invoices paid on time.
You got your interactive e-sign features which streamline the quote-to-approval process.
Easy to set up payment integrations to help your clients pay their bills using credit cards or other online payment platforms.
You can get a certified audit trail tool to handle accepting quotes, signing off and payment confirmations.
While Qwilr has many good integration options as well as an open API, using the API may require just a tad bit of tech know-how to get the most out of it.
Business plan is $35 per user per month billed annually
Enterprise plan is $59 per user per month billed annually
7. Salesforce CPQ (Good quoting program for sales teams)
Salesforce is a mammoth when it comes to CRM, sales, marketing, and all manners of business SaaS. Salesforce has a CPQ product, which stands for configure, price, quote, and this is another standard name for quoting tools.
You can use Salesforce CPQ on an incredible mobile app for iOS and Android. All the features are quite user-friendly.
Another benefit to Salesforce is that this tool streamlines well with other Salesforce apps. You can combine it with anything from CRM to product catalogs to other e-commerce functionalities or with more advanced accounting tools for large-scale project-type businesses and industries.
This is by far one of the more expensive CPG and billing tools on this list.
Salesforce CPQ is $75 per user per month billed annually
Salesforce CPQ+ is $150 per user per month billed annually
Visit Salesforce CPQ
8. Quotient (Top quoting tool for ease of use)
Quotient is a lesser-known quoting program, but you should be aware of it because of its affordable price and its incredibly user-friendly set of features and tools.
You can use Quotient to let your customers make online payments with little effort.
Automations can be set up for follow-ups and other important notifications, for example, when a customer opens up your quote.
You can organize a product catalog with a price-per-item library. There is also a nice template library.
If you want something that can handle RFQs, or request for quotes, as well as RFPs, or request for proposals, then Quotient might seem like it’s just not enough.
For a single user, it is $25 per month billed annually
Business Time plan is $45 per month billed annually for 2 to 5 users
9. Bidsketch (Great quoting engine and proposal software)
Bidsketch puts most of its eggs in the proposal basket as opposed to the quote basket, but it is still a worthy addition to this list of top quoting tools.
Fast and simple to create new proposals that look great, and it’s easy to add things like designs and fees.
Solid e-signature features to help streamline the process of proposal, quote, approval, and payment processing.
There’s an open API and good integrations, also a pretty decent automation workflow builder for basic functions like sending a prompt to make a deposit.
This could be a useful tool for a solo entrepreneur because the team collaboration and communication options are only in the more expensive packages.
Solo Yearly plan is $23 per month billed annually for one user
Team Yearly plan is $47 per month billed annually for up to three users
Business Yearly plan is $119 per month billed annually for up to eight users
10. iQuoteXpress (Good quoting tool with product catalogs)
We come to our final brand, and iQuoteXpress gets this last slot as a top quoting tool that also includes other features like a product catalog.
You get some nice contact management and other CRM-like features with iQuoteXpress.
CPQ tools include custom templates that iQuoteXpress can help you configure and personalize.
There is a product search engine, and you can use dynamic product cataloging to assist your salespeople.
There are a few good integrations, but you’ll mostly need a connector like Zapier for other integrations for things like advanced sales or marketing suites.
Standard plan is $39 per user per month
Professional plan is $59 per user per month
Pro-Plus plan is $74 per user per month
What is sales quote software & what does it do?
CPQ software, otherwise known as a configure, quote and price system, is used for quickly creating business proposals and price quotes.
You can use this software to streamline the back and forth between you and the client, making it easy for them to do approvals, electronic signatures and make payments.
Quoting software often comes with great templates as well as workflow automations to further speed up the sales process.
What is the best sales quoting software for me? Our conclusion
The final key takeaway is that Scoro gets the gold here, although honestly, you can’t go wrong with any of these amazing quoting software solutions. PandaDoc, Porposify, Qwilr and even Salesforce CPQ could easily have won on another day depending on the latest updates and the reviewers' disposition. So there you have it.