Our Top Picks

Apttus CPQ Logo
Apttus CPQ
Apttus CPQ is a quoting software that speeds time to revenue, limits revenue leakages, and minimizes risks. This solution is suitable for businesses in different industries. Its mobile tools allow sales channels to sell more and close deals from anywhere.

The main features of Apttus CPQ include third-party integrations, reports, quote/proposal creation, automated quoting, pricing management, discount management, and contact management. The solution enables businesses to scale faster by using their salesforce investment to increase productivity.

Summary

Apttus CPQ Logo
Apttus CPQ
  • Starting Price
    • Custom Quote
  • Free Trial/Demo
    Free Demo
  • Deployment
    Web-Based, Cloud, SaaS
  • Support Options
    24/7 (Live Rep)
    Business Hours
  • Automated Quoting
    Yes
  • Quote/Proposal Creation
    Yes
  • Discount Management
    Yes
  • Pricing Management
    Yes
Configure One Logo
Configure One
Configure One is a configure-price-quote system that allows users to develop unique configurations, utilize production data, calculate prices, send quotes, and obtain orders from a single platform. Businesses can use this solution to embrace digital transformation and offer more value to their customers.

Its core features include automated quoting, reports, discount management, quote/proposal creation, pricing management, contact management, and integrations. Configure One's robust features simplify how companies do business.

Summary

Configure One Logo
Configure One
  • Starting Price
    • Custom Quote
  • Free Trial/Demo
    Free Demo
  • Deployment
    Web-Based, Cloud, SaaS
  • Support Options
    Business Hours
    Online
  • Automated Quoting
    Yes
  • Quote/Proposal Creation
    Yes
  • Discount Management
    Yes
  • Pricing Management
    Yes
ConnectWise Sell Logo
ConnectWise Sell
ConnectWise Sell is a cloud-based quoting solution that helps businesses run the quote-to-cash process smoothly. Its main aim is to help enterprises generate quotes quickly, track them, and convert them into revenue with ease. This software integrates seamlessly with renowned CRMs, such as Salesforce and NetSuite.

ConnectWise Sell lets users create excellent proposals and quotes using available product information, and it provides automatic updates throughout the sales pipeline. Its salient features include contact management, reports, automated quoting, discount management, quote/proposal creation, integrations, and pricing management.

Summary

ConnectWise Sell Logo
ConnectWise Sell
  • Starting Price
    • Custom Quote
  • Free Trial/Demo
    Free Demo
  • Deployment
    Installed - Mac
    Installed - Windows
    Web-Based, Cloud, SaaS
  • Support Options
    24/7 (Live Rep)
    Business Hours
    Online
  • Automated Quoting
    Yes
  • Quote/Proposal Creation
    Yes
  • Discount Management
    Yes
  • Pricing Management
    Yes
DealHub CPQ enables sales channels to take full control of the quote-to-sales process. It comes with advanced built-in discount and pricing functionalities. The solution also includes customizable templates and document generation capabilities that help users create robust sales content, such as proposals, quotes, and contracts.

Its deal acceleration function lets users develop and share personalized sales information. The software's core features include quote/proposal creation, integrations, contact management, automated quoting, discount management, and pricing management.

Summary

  • Starting Price
    • Custom Quote
  • Free Trial/Demo
    Free Demo
  • Deployment
    Web-Based, Cloud, SaaS
  • Support Options
    24/7 (Live Rep)
    Business Hours
    Online
  • Automated Quoting
    Yes
  • Quote/Proposal Creation
    Yes
  • Discount Management
    Yes
  • Pricing Management
    Yes
DocSend helps users create, share, and control sales content, which leads to increased sales, productivity, and profits. Its link-based system lets users set security preferences for different stakeholders, scrutinize their content's performance, and receive notifications once an individual checks their files.

This solution enables businesses to develop effective strategies that boost growth. DocSend's leading features include reports, quote/proposal creation, and integrations. Its real-time insights help speed up the quote-to-sales process.

Summary

  • Starting Price
    • Personal: $15/month/user
    • Standard: $65/month/user
    • Advanced: $250/month for 3 users
    • Enterprise: Custom Quote
  • Free Trial/Demo
    14-Day Free Trial
    Free Demo
  • Deployment
    Web-Based, Cloud, SaaS
  • Support Options
    Business Hours
    Online
  • Automated Quoting
    No
  • Quote/Proposal Creation
    Yes
  • Discount Management
    No
  • Pricing Management
    No
ERep CPQ Logo
eRep CPQ
eRep CPQ is a comprehensive cloud-based solution that lets manufacturers and their sales channels take full control of the sales process. The software simplifies the steps needed to configure, price, and quote complex products. Its automated workflows ensure quotes are processed faster and more accurately.

After the right information is input into the system, you can generate a complete product proposal to attach to the quote. The software's main features include discount management, reports, contact management, integrations, quote/proposal creation, automated quoting, and pricing management.

Summary

ERep CPQ Logo
eRep CPQ
  • Starting Price
    • Parts Only: $50/month/user
    • Standard: $75/month/user
    • Professional: $95/month/user
    • Enterprise: $125/month/user
  • Free Trial/Demo
    Free Demo
  • Deployment
    Web-Based, Cloud, SaaS
  • Support Options
    24/7 (Live Rep)
    Business Hours
    Online
  • Automated Quoting
    Yes
  • Quote/Proposal Creation
    Yes
  • Discount Management
    Yes
  • Pricing Management
    Yes
IQuoteXpress Logo
iQuoteXpress
iQuote Xpress is a cloud-based quoting software that allows users to create quotes and proposals while automating the entire quote process. The solution lets users create accurate and comprehensive proposals quickly while spending more time selling and nurturing leads. It integrates with Salesforce, Zoho CRM and Books, Oracle, Dynamics CE, and F&O.

The software supports professional communication to ensure consistent information reaches the customer. Its main features include pricing management, reports, quote/proposal creation, contact management, and third-party integrations.

Summary

IQuoteXpress Logo
iQuoteXpress
  • Starting Price
    • Standard: $39/month/user
    • Professional: $59/month/user
    • Custom Quote
  • Free Trial/Demo
    Free Demo
  • Deployment
    Web-Based, Cloud, SaaS
  • Support Options
    Business Hours
    Online
  • Automated Quoting
    No
  • Quote/Proposal Creation
    Yes
  • Discount Management
    No
  • Pricing Management
    Yes
Jobber is a comprehensive field service management solution that helps small and midsize service businesses offer customer support, manage field staff, and scale their business operations. Its self-serve portal enables clients to approve quotes, pay pending invoices, view appointment details, and print receipts.

Jobber's integration features support syncing with different apps and systems in the business, including accounting apps. Its core features include discount management, pricing management, integrations, quote/proposal creation, reports, automated quoting, and contact management.

Summary

  • Starting Price
    • Core: $49/month
    • Connect: $139/month
    • Grow: $279/month
  • Free Trial/Demo
    14-Day Free Trial
    Free Demo
  • Deployment
    Web-Based, Cloud, SaaS
    iPhone / iPad
    Android
  • Support Options
    Business Hours
    Online
  • Automated Quoting
    Yes
  • Quote/Proposal Creation
    Yes
  • Discount Management
    Yes
  • Pricing Management
    Yes
Loopio is a knowledge and proposal management solution that helps proposal, sales, and marketing teams use company knowledge to manage client requests. The software's main features are automated quoting, integrations, quote/proposal creation, and reports.

It simplifies the process of Requests for Information (RFIs), Requests for Proposals (RFPs), security questionnaires, and Due Diligence Questionnaires (DDQs). The solution streamlines how businesses respond to information requests. Loopio allows users to create sales proposals and respond to proposals and information requests.

Summary

  • Starting Price
    • Custom Quote
  • Free Trial/Demo
    Free Demo
  • Deployment
    Web-Based, Cloud, SaaS
  • Support Options
    Business Hours
    Online
  • Automated Quoting
    Yes
  • Quote/Proposal Creation
    Yes
  • Discount Management
    No
  • Pricing Management
    No
Nusii is a proposal management software designed for online businesses and creative agencies. It comes with professional proposal templates, proposal tracking, notification system, and online signing capabilities. The solution lets users create proposals using built-in templates and share them through email with their customers.

Nusii's salient features include quote/proposal creation, reports, contact management, and integrations. Its variable module lets users update the company and personal information within proposals.

Summary

  • Starting Price
    • Freelancer: $29/month
    • Agency: $49/month
    • Business: $129/month
  • Free Trial/Demo
    14-Day Free Trial
  • Deployment
    Web-Based, Cloud, SaaS
  • Support Options
    Business Hours
    Online
  • Automated Quoting
    No
  • Quote/Proposal Creation
    Yes
  • Discount Management
    No
  • Pricing Management
    No
PandaDoc Logo
PandaDoc
PandaDoc is a cloud-based document management solution that lets users create quotes, proposals, contracts, and HR documents. Its core features include discount management, reports, automated quoting, contact management, integrations, pricing management, and quotes/proposals.

Company executives and sales and marketing teams are the primary users of this software. Users can choose customizable proposal templates from a pool of templates. It integrates seamlessly with several applications, including SugarCRM, Salesforce, ProsperWorks, and HubSpot.

Summary

PandaDoc Logo
PandaDoc
  • Starting Price
    • Free Version Available
    • Free eSign: $0
    • Essentials: $25/month/user
    • Business: $59/month/user
    • Enterprise: Custom Quote
  • Free Trial/Demo
    Free Version Available
    14-Day Free Trial
    Free Demo
  • Deployment
    Web-Based, Cloud, SaaS
    iPhone / iPad
    Android
  • Support Options
    24/7 (Live Rep)
    Business Hours
    Online
  • Automated Quoting
    Yes
  • Quote/Proposal Creation
    Yes
  • Discount Management
    Yes
  • Pricing Management
    Yes
Powertrak Logo
Powertrak
Powertrak CPQ is a quoting software that lets users automate and create quotes and pricing documents from a single platform. Its core features include discount management, integrations, automated quoting, reports, pricing management, quote/proposal creation, and contact management.

The Powertrak CPQ suite includes guided selling, recurring revenue management, a virtual reality configurator, visual product configurators, 2D and 3D quoting, and pricing management. The software enhances sales performance through automation of the configuring, quoting, pricing, and ordering processes.

Summary

Powertrak Logo
Powertrak
  • Starting Price
    • Custom Quote
  • Free Trial/Demo
    Free Demo
  • Deployment
    Web-Based, Cloud, SaaS
  • Support Options
    Business Hours
    Online
  • Automated Quoting
    Yes
  • Quote/Proposal Creation
    Yes
  • Discount Management
    Yes
  • Pricing Management
    Yes
Proposify Logo
Proposify
Proposify is proposal software that gives teams more insight into and control over each stage of the sales process. This solution streamlines proposal writing by addressing common challenges that come with it. The platform offers a fast way to manage and monitor documents, and it comes with reusable proposals to make creating new contracts quick and easy.

You can use Proposify with InDesign, Microsoft Word, and Google Docs to create winning proposals. Its core features include automated quoting, reports, contact management, pricing management, and integrations.

Summary

Proposify Logo
Proposify
  • Starting Price
    • Tall Plan: $19/month/user
    • Grande Plan (Billed Quarterly): $49/month/user
    • Venti Plan: Custom Quote
  • Free Trial/Demo
    14-Day Free Trial
    Free Demo
  • Deployment
    Web-Based, Cloud, SaaS
  • Support Options
    Business Hours
    Online
  • Automated Quoting
    No
  • Quote/Proposal Creation
    Yes
  • Discount Management
    No
  • Pricing Management
    Yes
Quoter is a cloud-based quoting software that empowers businesses to control the entire quoting process using CRM, automation, electronic signature, tracking, and accounting tools. Its key features include quote/proposal creation, reports, contact management, integrations, pricing management, and discount management.

Representatives can use predefined templates, add different content like prices, project proposals, configurations, and product descriptions, and easily share quotes with various stakeholders. Teams can also establish the cost of products or services by automating calculations and displaying margin performance on the dashboard.

Summary

  • Starting Price
    • Basic: $129/month
    • Standard: $259/month
    • Pro: $389/month
    • Enterprise: Custom Quote
    • Onboarding Fee: $495
  • Free Trial/Demo
    Free Demo
  • Deployment
    Web-Based, Cloud, SaaS
  • Support Options
    Business Hours
    Online
  • Automated Quoting
    Yes
  • Quote/Proposal Creation
    Yes
  • Discount Management
    Yes
  • Pricing Management
    Yes
QuoteWerks Logo
QuoteWerks
QuoteWerks is a CPQ software that businesses in various industries can use to create sales proposals and quotes. Rather than using Microsoft Excel or Word to create sales documents, you can use this specialized tool for the task.

It lets you submit orders electronically and obtain the order status, including serial numbers and shipping tracking numbers. The software's main features include discount management, integrations, contact management, pricing management, quote/proposal creation, reports, and automated quoting.

Summary

QuoteWerks Logo
QuoteWerks
  • Starting Price
    • Standard Edition: $15/month/user
    • Professional Edition: $20/month/user
    • Corporate Edition: $29/month/user
  • Free Trial/Demo
    Free Trial
    Free Demo
  • Deployment
    Installed - Windows
    Web-Based, Cloud, SaaS
  • Support Options
    Business Hours
    Online
  • Automated Quoting
    Yes
  • Quote/Proposal Creation
    Yes
  • Discount Management
    Yes
  • Pricing Management
    Yes
Quotient Logo
Quotient
Quotient is a quoting software that lets users create, send, and manage price quotes while saving time and money. The software integrates seamlessly with QuickBooks Online, Capsule, Zapier, Highrise, Xero, Mailchimp, and Insightly.

Using Quotient, you can create customized quotes or generate them from a template. The platform allows clients to accept quotes online and receive an email confirmation acknowledging acceptance. Its key features include quote/proposal creation, contact management, integrations, discount management, reports, and pricing management.

Summary

Quotient Logo
Quotient
  • Starting Price
    • One Man Band: $25/month
    • Business Time: $45/month
    • Additional Team Members: $6/month/member
  • Free Trial/Demo
    30-Day Free Trial
    Free Demo
  • Deployment
    Web-Based, Cloud, SaaS
  • Support Options
    Business Hours
    Online
  • Automated Quoting
    No
  • Quote/Proposal Creation
    Yes
  • Discount Management
    Yes
  • Pricing Management
    Yes
Qwilr is a cloud-based quoting and proposal solution that helps users create quotes, send them to customers, and manage approvals and payments. Its salient features include discount management, integrations, contact management, quote/proposal creation, reports, pricing management, and automated quoting.

The solution comes with a template library that allows users to create proposals faster. The software comes with marketing document storage, audit trail features, analytics, and content repository capabilities. Users can also embed multimedia content, such as surveys, videos, and spreadsheets, using Qwilr.

Summary

  • Starting Price
    • Business: $75/month
    • Enterprise: $490/month
  • Free Trial/Demo
    14-Day Free Trial
    Free Demo
  • Deployment
    Web-Based, Cloud, SaaS
  • Support Options
    Business Hours
    Online
  • Automated Quoting
    Yes
  • Quote/Proposal Creation
    Yes
  • Discount Management
    Yes
  • Pricing Management
    Yes
Salesforce CPQ Logo
Salesforce CPQ
Salesforce CPQ is an easy-to-use cloud-based solution that enhances sales productivity. It enables sales teams to close more deals, and it embraces a unified data structure through a client's entire life cycle using standard objects such as products and quotes.

Its shared data model eliminates the need for complex integrations and lets users launch products faster. The software's key features include pricing management, contact management, quote/proposal creation, integrations, automated quoting, and reports.

Summary

Salesforce CPQ Logo
Salesforce CPQ
  • Starting Price
    • CPQ (Billed Annually): $75/month/user
    • CPQ Plus (Billed Annually): $150/month/user
    • CPQ & Billing Growth: Custom Quote
    • CPQ & Billing Plus: Custom Quote
  • Free Trial/Demo
    Free Demo
  • Deployment
    Web-Based, Cloud, SaaS
    iPhone / iPad
    Android
  • Support Options
    Business Hours
    Online
  • Automated Quoting
    Yes
  • Quote/Proposal Creation
    Yes
  • Discount Management
    Yes
  • Pricing Management
    Yes
Scoro is a cloud-based business management solution that helps simplify daily processes in small and medium-sized enterprises. It's designed for users in various industries, including consulting, advertising, and information technology.

This solution combines CRM, project management, reporting, and billing tools in one platform. Scoro integrates with Mailchimp, Zapier, Xero, and Google Calendar, and its core features include quote/proposal creation, integrations, contact management, and reports. Its user-friendly interface conveniently eliminates the need for switching between email clients and solutions.

Summary

  • Starting Price
    • Essential: $28/month/user
    • Work Hub: $42/month/user
    • Sales Hub: $42/month/user
    • Ultimate: Custom Quote
  • Free Trial/Demo
    14-Day Free Trial
    Free Demo
  • Deployment
    Web-Based, Cloud, SaaS
    iPhone / iPad
    Android
  • Support Options
    24/7 (Live Rep)
    Business Hours
    Online
  • Automated Quoting
    No
  • Quote/Proposal Creation
    Yes
  • Discount Management
    No
  • Pricing Management
    No
Verenia CPQ Logo
Verenia CPQ
Verenia CPQ is a cloud-based software designed to help businesses in different industries boost their revenue by enhancing sales efficiency. Its core features are pricing management, reports, contact management, integrations, quote/proposal creation, discount management, and automated quoting.

Verenia CPQ automatically applies discounts and margins to let users upsell and cross-sell products and accessories. Its customer self-service portal enables users to verify products, track orders, pay invoices, approve quotes, check purchase histories, and view product catalogs.

Summary

Verenia CPQ Logo
Verenia CPQ
  • Starting Price
    • Custom Quote
  • Free Trial/Demo
    Free Demo
  • Deployment
    Web-Based, Cloud, SaaS
  • Support Options
    24/7 (Live Rep)
    Business Hours
    Online
  • Automated Quoting
    Yes
  • Quote/Proposal Creation
    Yes
  • Discount Management
    Yes
  • Pricing Management
    Yes

How We Chose the Best Quoting Apps

Quoting software helps businesses streamline their entire sales operations by automating and managing quotes and proposals. When scouting for the ideal system for your company, you'll encounter different programs with related features and capabilities, which can be quite confusing. We've made the process easier by compiling a list of the 20 best quoting software of 2021 by factoring in what matters most to sales teams and business executives, including quoting features, integrations, and reports.

Quoting Features

We recommend quoting software that includes automated quoting, pricing management, and discount management. Software with comprehensive features allows users to generate custom and accurate quotes and proposals.

Integrations

Ideally, the software should include pre-built integrations for CRM systems and other tools often used with quoting software. Our focus was on quoting software that integrates seamlessly with your existing systems and apps. Of utmost importance is integration with accounting software to boost efficiency and minimize errors.

Reports

Detailed reports help users assess and improve their quoting practices. We looked for quoting software with robust reporting features that help sales teams and business leaders implement effective marketing strategies. The software should let users create customized reports to aid in crucial aspects of business decision-making.