21 Best Quoting Software For Small Businesses Reviewed In 2024
10 Best Quoting Software For Small Businesses Shortlist
Here's my pick of the 10 best software from the 21 tools reviewed.
Our one-on-one guidance will help you find the perfect fit.
Quoting software for small businesses can be a valuable tool. With the right solution, teams can manage quotes efficiently, avoid pricing errors, and streamline the sales process. But finding the right quoting software can be difficult with so many options out there.
Using my experience with business software, I tested and compared several top quoting tools. I compiled my findings into detailed reviews to help you choose the best solution for your needs.
Why Trust Our Software Reviews
We’ve been testing and reviewing revenue operations software since 2022. As revenue operations experts ourselves, we know how critical and difficult it is to make the right decision when selecting software. We invest in deep research to help our audience make better software purchasing decisions.
Need expert help selecting the right tool?
With one-on-one help, we guide you to your top software options. Narrow down your software search & make a confident choice.
We’ve tested more than 2,000 tools for different revenue operations use cases and written over 1,000 comprehensive software reviews. Learn how we stay transparent & check out our software review methodology.
Best Quoting Software for Small Businesses Summary
This comparison chart summarizes pricing details for my top quoting software for small business selections to help you find the best one for your budget and business needs.
| Tools | Price | |
|---|---|---|
| Proposify | From $29/user/month (billed annually) | Website |
| Quoter | From $99/month (billed annually) | Website |
| Bonsai | From $19/user/month (billed annually) | Website |
| QuoteWerks | From $15/user/month | Website |
| Bitrix24 | From $49/month (max of 5 users) | Website |
| Refrens | Pricing upon request | Website |
| GetAccept | From $25/user/month | Website |
| PandaDoc | From $19/user/month (billed annually) | Website |
| Quotient | From $28/month (billed annually) | Website |
| Expedite Commerce | Pricing upon request | Website |
Compare Software Specs Side by Side
Use our comparison chart to review and evaluate software specs side-by-side.
Compare SoftwareHow to Choose Quoting Software for a Small Business
It’s easy to get bogged down in long feature lists and complex pricing structures. To help you stay focused as you work through your unique software selection process, here’s a checklist of factors to keep in mind:
| Factor | What to Consider |
| Scalability | Ensure the software can grow with your business. Consider if it handles increased quote volume. |
| Integrations | Look for compatibility with your existing CRM and accounting software for efficient data flow. |
| Customizability | Check if you can tailor templates and workflows to match your brand and process needs. |
| Ease of Use | Choose a user-friendly interface that minimizes training time for your team. |
| Budget | Align the software's cost with your financial constraints without sacrificing essential features. |
| Security Safeguards | Verify the software complies with data protection regulations to keep client info safe. |
| Support | Assess the availability of customer support to assist with any technical or usage issues. |
| Reporting | Consider if the software offers detailed analytics to track quoting performance and trends. |
Reviews of the Best Quoting Software for Small Businesses
Below are my detailed summaries of the best quoting software for small businesses that made it onto my shortlist. My reviews offer a detailed look at the key features, pros & cons, integrations, and ideal use cases of each tool to help you find the best one for you.
Proposify is a proposal management tool designed for agency teams to simplify proposal creation and management. It supports the creation of professional proposals, manages client relationships, and enhances deal closure efficiency.
Why I picked Proposify: Proposify is built for agencies like yours, with features that fit your needs. Its proposal templates save you time and keep things consistent. Collaboration tools let your team work together easily on proposals. You can track client interactions, giving you helpful insights for follow-ups.
Standout features & integrations:
Features include a content library where you can store reusable proposal components, an analytics dashboard that offers insights into proposal performance, and customizable branding options to maintain your agency’s identity.
Integrations include Salesforce, HubSpot, Pipedrive, QuickBooks, Stripe, Xero, Zapier, FreshBooks, Slack, and Basecamp.
Pros and cons
Pros:
- Customizable branding options
- Insightful client interaction tracking
- Effective team collaboration tools
Cons:
- Limited offline functionalities
- Requires training for full utilization
Quoter is a quoting software built for IT service providers and managed service businesses. It simplifies the quote creation process, improving efficiency and accuracy in producing service quotes.
Why I picked Quoter: Quoter is built for tech service businesses like yours, with features that fit your needs. Automated pricing updates cut down on manual entry mistakes and save time. Templates made for tech services let you quickly create professional quotes. The quoting process is simple, helping your team stay consistent and professional.
Standout features & integrations:
Features include automated follow-ups to ensure timely responses, a centralized dashboard for managing all quotes, and customizable branding options to maintain your company’s identity.
Integrations include Salesforce, HubSpot, Zoho CRM, QuickBooks, Xero, Autotask, ConnectWise, FreshBooks, Stripe, and PayPal.
Pros and cons
Pros:
- Professional branding options
- Strong focus on service quotes
- Tailored templates for tech services
Cons:
- Less flexibility in pricing models
- Limited customization of templates
Bonsai is a quoting software designed to simplify proposal creation and enhance client interactions. Its main user base includes freelancers and small business owners who need efficient tools for managing their proposals.
Why I picked Bonsai: Bonsai’s proposal feature provides fully customizable templates, allowing you to create professional, branded proposals quickly. The drag-and-drop editor helps you format content easily, and built-in e-signatures let you finalize agreements without needing additional tools. You can track when clients view your proposals and receive notifications to follow up promptly, making it easier to manage your workflow and secure deals efficiently.
Standout features & integrations:
Features include pre-written content suggestions to save time, automated reminders to follow up on unsigned proposals, and real-time client viewing notifications to track engagement. These tools work together to ensure your proposal process is smooth and efficient, giving you more time to focus on your business.
Integrations include QuickBooks, Zapier, Xero, Google Calendar, Trello, Slack, Asana, Stripe, PayPal, and FreshBooks.
Pros and cons
Pros:
- Easy proposal creation
- Effective time-tracking tools
- Automated invoicing system
Cons:
- Complexity in setting up integrations
- Limited customization in templates
QuoteWerks is a quoting tool designed for sales teams across various industries. It assists in creating, managing, and delivering quotes efficiently, centralizing the sales quoting process.
Why I picked QuoteWerks: QuoteWerks has quotation software features that fit your sales team's needs. You can easily pull aggregated pricing data from different sources for accurate quotes. Quote templates help your team stay consistent while making customized quotes easier. Real-time pricing updates reduce errors and make the quoting process more efficient.
Standout features & integrations:
Features include a powerful pricing configurator that simplifies complex pricing models, a customizable dashboard that offers an overview of all quotes, and an electronic signature feature to expedite approvals.
Integrations include Salesforce, Microsoft Dynamics CRM, ACT!, SugarCRM, Oracle Sales Cloud, HubSpot, ConnectWise, QuickBooks, Autotask, and Zoho CRM.
Pros and cons
Pros:
- Versatile quote templates
- Real-time pricing updates
- Accurate multi-source pricing data
Cons:
- Complexity in customizing templates
- Initial setup can be complex
Bitrix24 is a business management platform primarily used by small to medium-sized businesses. It offers tools such as CRM, project management, and quoting to enhance operational simplicity and team collaboration.
Why I picked Bitrix24: Bitrix24 connects its CRM directly with the quoting tool, which is great if your business depends on customer relationship management. You can manage leads and turn them into quotes easily. The project management features help your team keep track of tasks related to each quote. The communication tools keep your team connected and informed.
Standout features & integrations:
Features include task automation to reduce manual work, a document management system for organizing files, and an internal chat system to improve team communication.
Integrations include Google Workspace, Microsoft Office 365, Slack, Mailchimp, Xero, QuickBooks, Zoom, Trello, Dropbox, and Asana.
Pros and cons
Pros:
- End-to-end document management
- Task automation reduces manual work
- Direct CRM and quoting integration
Cons:
- Requires technical knowledge for configuration
- Limited customization options
Refrens is online quoting software designed for freelancers and small businesses seeking budget-friendly solutions. It simplifies the creation and management of quotes, invoices, and payments, providing an efficient way to handle financial documentation.
Why I picked Refrens: Refrens gives you free quoting tools, making it a good fit for startups and freelancers on a budget. You can use customizable templates to make your quotes match your business style. The system lets you easily turn quotes into invoices, making your workflow simpler. With built-in payment processing, you can handle receivables right on the platform.
Standout features & integrations:
Features include multiple currency support to handle international clients, a reporting module that provides insights into financial performance, and a client management system to keep track of interactions and transactions.
Integrations include QuickBooks, Zoho Books, Tally, Razorpay, Stripe, PayPal, Instamojo, Google Sheets, and Xero.
Pros and cons
Pros:
- Detailed financial reporting
- Built-in payment processing
- Easy quote-to-invoice conversion
Cons:
- Limited scalability for larger businesses
- Limited advanced features
GetAccept is a digital sales proposal tool designed for sales teams seeking a complete solution for document management and client engagement. It assists with creating, sending, and tracking proposals, facilitating efficient deal closures.
Why I picked GetAccept: GetAccept helps you make your sales proposals more engaging with interactive elements. You can add videos and live chat to your proposals to keep clients interested. Its analytics show you how clients interact with your proposals, so you can plan follow-ups better. The eSignature feature speeds up approvals and cuts down on delays.
Standout features & integrations:
Features include a document editor that enables real-time collaboration with team members, a mobile app that allows proposal management on the go, and a notification system that alerts you to client activities.
Integrations include Salesforce, HubSpot, Pipedrive, Microsoft Dynamics, Zoho CRM, Slack, Gmail, Outlook, Zapier, and LinkedIn.
Pros and cons
Pros:
- Mobile app for on-the-go access
- Real-time document collaboration
- Detailed client interaction analytics
Cons:
- Requires technical knowledge for customization
- Learning curve for new users
PandaDoc is a document automation tool tailored for sales teams and businesses managing large volumes of proposals and quotes. It simplifies document creation, distribution, and tracking, making the quoting process more efficient.
Why I picked PandaDoc: PandaDoc helps automate your document workflows, cutting down on manual tasks for your team. With built-in eSignature features, you can speed up approvals. The drag-and-drop editor makes it easy to customize templates to fit your needs. You'll also get detailed analytics on how recipients interact with your documents, enabling you to see engagement levels.
Standout features & integrations:
Features include a content library for storing reusable components, a mobile app for managing documents on the go, and real-time notifications when recipients view or complete documents.
Integrations include Salesforce, HubSpot, Zoho CRM, Pipedrive, Microsoft Dynamics, Google Workspace, Slack, Zapier, QuickBooks, and Stripe.
Pros and cons
Pros:
- Mobile app access
- Easy drag-and-drop editor
- Fast document setup
Cons:
- Limited offline functionality
- Complexity in setting up integrations
Quotient is an online quoting tool for small businesses that need an easy way to create and manage quotes. It helps you send professional quotes quickly, offering a simple solution for efficiency and clarity.
Why I picked Quotient: Quotient makes quoting simple and effective. Its easy-to-use interface lets you create quotes quickly without any technical hassle. You can add images and files directly to your quotes to keep things clear and professional. It helps you connect with potential customers as they view your quotes, making it easier to close deals faster.
Standout features & integrations:
Features include a notification system that alerts you when a quote is opened, a library of pre-written templates for quick quote generation, and a dashboard that provides a clear overview of quote statuses and client interactions.
Integrations include Xero, QuickBooks Online, Zapier, Salesforce, Google Analytics, Mailchimp, Slack, Stripe, PayPal, and Trello.
Pros and cons
Pros:
- Pre-written templates available
- Notification system for quote tracking
- Easy addition of images and files
Cons:
- Occasional delays in notifications
- Limited customization options
Expedite Commerce is a cloud-based quoting and sales platform designed for ecommerce businesses requiring efficient order and quote management. It assists with product configuration, pricing, and quoting, making it valuable for companies with complex product catalogs.
Why I picked Expedite Commerce: Expedite Commerce is built for handling complex ecommerce needs, making it a good fit if you have a wide range of products. The product configurator lets you customize products to match customer needs. The dynamic pricing engine gives you accurate quotes based on real-time market conditions. Automated workflows help your team stay consistent and cut down on errors in order processing.
Standout features & integrations:
Features include a contract management system that centralizes agreements, a customer portal for tracking orders and quotes, and a reporting tool that provides insights into sales and performance metrics.
Integrations include Salesforce, Microsoft Dynamics, SAP, Oracle, NetSuite, QuickBooks, Xero, Shopify, Adobe Commerce, and WooCommerce.
Pros and cons
Pros:
- Centralized contract management
- Automated order processing workflows
- Accurate dynamic pricing engine
Cons:
- Steep learning curve for new users
- Complexity in the initial setup
Other Quoting Software For Small Businesses
Here are some additional quoting software for small business options that didn’t make it onto my shortlist, but are still worth checking out:
- Scoro
Best for project management
- Keap
Best for small business automation
- Clientjoy
Best for client engagement tracking
- Salesforce
Best for CRM-based quoting for enterprises
- Conga
Best for contract lifecycle management
- YourRadar
Best for real-time sales tracking
- HoneyBook
Best for time-saving proposal tools
- ClientPoint
Best for custom proposal design
- Odoo
Best for modular business solutions
- Xero
Best for accounting integration
- PayPal Invoicing
Best for online payment processing
Quoting Software for Small Business Selection Criteria
When selecting the best quoting software for small businesses to include in this list, I considered common buyer needs and pain points like managing pricing accuracy and reducing time spent on manual data entry. I also used the following framework to keep my evaluation structured and fair:
Core Functionality (25% of total score)
To be considered for inclusion in this list, each solution had to fulfill these common use cases:
- Create and send professional quotes
- Customize quote templates
- Track quote status and follow-ups
- Handle multi-currency support
- Convert quotes to invoices
Additional Standout Features (25% of total score)
To help further narrow down the competition, I also looked for unique features, such as:
- Integrate with CRM systems
- Provide eSignature capabilities
- Offer mobile app access
- Include real-time analytics
- Support for multilingual quotes
Usability (10% of total score)
To get a sense of the usability of each system, I considered the following:
- Intuitive navigation
- Clean and modern interface
- Quick access to key features
- Minimal learning curve
- Customizable dashboards
Onboarding (10% of total score)
To evaluate the onboarding experience for each platform, I considered the following:
- Availability of training videos
- Access to interactive product tours
- Use of chatbots for assistance
- Detailed setup guides
- Availability of webinars
Customer Support (10% of total score)
To assess each software provider’s customer support services, I considered the following:
- Availability of 24/7 support
- Response time to inquiries
- Access to live chat support
- Quality of help documentation
- Availability of dedicated account managers
Value For Money (10% of total score)
To evaluate the value for money of each platform, I considered the following:
- Competitive pricing
- Range of features offered
- Flexibility of pricing plans
- Transparency of pricing structure
- Discounts for annual subscriptions
Customer Reviews (10% of total score)
To get a sense of overall customer satisfaction, I considered the following when reading customer reviews:
- Frequency of positive feedback
- Commonly mentioned pros and cons
- Trends in user satisfaction
- Feedback on software updates
- Overall brand reputation
Trends in Quoting Software for Small Businesses
In my research, I sourced countless product updates, press releases, and release logs from different quoting software for small business software vendors. Here are some of the emerging trends I’m keeping an eye on:
- AI-driven insights: AI is being used to analyze data from past quotes to suggest optimal pricing strategies. This helps businesses maximize profits while remaining competitive.
- Dynamic pricing models: Vendors are introducing features that allow businesses to adjust prices in real-time based on market conditions. This is especially useful for industries with fluctuating costs.
- Enhanced security features: With increasing data privacy concerns, quoting software is now offering advanced encryption and compliance with global regulations. These features ensure that sensitive client data remains protected.
- Collaborative quote building: Some tools are allowing multiple team members to work on a quote simultaneously, improving efficiency and accuracy.
- Interactive client experiences: Vendors are adding interactive elements like videos and live chats to quotes, making the process more engaging for clients.
What is Quoting Software for Small Businesses?
Quoting software is a tool that helps companies create, manage, and send price quotes to clients efficiently. Many sales professionals, freelancers, and small business owners use this software to provide accurate and professional quotes for their customers.
Customizable templates, real-time pricing adjustments, and interactive client experiences support the creation of appealing and precise quotes that can lead to more closed deals. Overall, these tools save time, reduce errors, and enhance the professionalism of business interactions.
Features of Small Business Quoting Software
When selecting quoting software for a small business, keep an eye out for the following key features:
- Customizable templates: Allows you to tailor quotes to fit your brand and specific client needs, enhancing professionalism.
- Real-time pricing adjustments: Enables quick updates to quotes based on current market conditions, ensuring accuracy and competitiveness.
- Interactive client experiences: Incorporates elements like videos and live chats into quotes, making them more engaging and informative.
- AI-driven insights: Provides data analysis and recommendations for optimal pricing strategies, helping maximize profits.
- Dynamic pricing models: Supports flexible pricing strategies that respond to changing costs or client needs.
- Collaborative quote building: Lets multiple team members work on quotes simultaneously, improving efficiency and teamwork.
- Advanced security features: Ensures sensitive data is protected with encryption and compliance with global data regulations.
- Mobile app access: Offers the ability to create and manage quotes on the go, providing flexibility and convenience.
- Task automation: Reduces manual work by automating repetitive tasks involved in the quoting process.
- eSignature capabilities: Speeds up the approval process by allowing clients to sign quotes electronically.
Benefits of Quoting Software for a Small Business
Implementing quoting software for your small business may provide several benefits for your team and your operations. Here are a few you can look forward to:
- Increased accuracy: Real-time pricing adjustments and AI-driven insights ensure that quotes are precise and reflective of current market conditions.
- Enhanced professionalism: Customizable templates and interactive client experiences help create professional-looking quotes that make a strong impression.
- Time savings: Task automation and collaborative quote building reduce manual workload, allowing your team to focus on core activities.
- Improved client engagement: Interactive features like videos and live chat keep clients engaged, leading to better communication and higher conversion rates.
- Faster approvals: eSignature capabilities speed up the signing process, reducing delays in closing deals.
- Data security: Advanced security features protect sensitive client information, ensuring compliance with data protection regulations.
- Flexibility and convenience: Mobile app access lets you manage quotes from anywhere, offering flexibility to accommodate busy schedules.
Costs and Pricing of Quoting Software For Small Businesses
Selecting quoting software for small businesses requires an understanding of the various pricing models and plans available. Costs vary based on features, team size, add-ons, and more. The table below summarizes common plans, their average prices, and typical features included in quoting software for small business solutions:
Plan Comparison Table for Quoting Software for Small Businesses
| Plan Type | Average Price | Common Features |
| Free Plan | $0 | Basic quote creation, limited templates, and basic support. |
| Personal Plan | $5-$25/user/month | Customizable templates, eSignature capabilities, and mobile app access. |
| Business Plan | $30-$60/user/month | Real-time pricing adjustments, AI-driven insights, and collaborative quote building. |
| Enterprise Plan | $70-$100/user/month | Advanced security features, full CRM integration, and dedicated account management. |
Quoting Software For Small Business FAQs
Here are some answers to common questions about quoting software for small businesses:
How can quoting software improve my sales process?
Quoting software speeds up the creation and delivery of quotes, making your sales process more efficient. It reduces manual errors and ensures accurate pricing, which enhances trust with your clients. Integrating with CRM systems helps track client interactions and streamline follow-ups, leading to faster deal closures.
Can quoting software handle complex pricing models?
Yes, many quoting software solutions offer dynamic pricing models that can handle complex pricing scenarios. These features allow you to set pricing rules based on variables like quantity, discounts, or customer type. This capability ensures your quotes are accurate and tailored to your business needs.
What should I consider when choosing quoting software?
When choosing quoting software, consider factors like ease of use, integration capabilities, and the specific features that align with your business needs. Look for software that offers customizable templates, real-time pricing updates, and strong security features. Your choice should support your sales workflow and enhance productivity.
How does quoting software integrate with other business tools?
Quoting software often integrates with CRM, accounting, and project management tools to streamline your workflow. These integrations enable efficient data transfer, reducing manual entry and errors. By syncing information across platforms, you can manage quotes more effectively and maintain accurate records.
Is training required to use quoting software effectively?
While many quoting software solutions are user-friendly, some level of training is often beneficial. Training can help your team understand advanced features and optimize the software for your specific processes. Many vendors offer tutorials, webinars, and customer support to facilitate learning.
Can quoting software be customized for my industry?
Many quoting software solutions offer customization options to fit different industries. You can often tailor templates, pricing rules, and features to meet the specific demands of your business. This flexibility ensures that the software aligns with your industry standards and customer expectations.
What’s Next?
Want to take your RevOps game to the next level? Subscribe to The RevOps Team newsletter for expert advice, software reviews, and other resources to help you deliver predictable growth at scale.