17 Best Sales Quoting Software Reviewed In 2024

Proposify is a proposal software that enhances the sales process for teams in sales, marketing, and IT. It offers key business functions including proposal automation for quotes and sales documents, e-signatures, and analytics for tracking engagement.

Why I picked Proposify: The software’s customizable templates and centralized content library allow for a speedier proposal and quote creation process, without needing to start from scratch each time. Meanwhile, the pricing library ensures all your pricing details are accurate and up-to-date, avoiding costly errors and reducing back-and-forth revisions. Plus, the interactive quoting feature lets buyers engage with the quote by adjusting options, helping streamline the decision-making process and shortening the sales cycle.

Standout features & integrations:

Features include proposal automation, customizable templates, e-signatures, and analytics for tracking engagement. You can also embed images and videos, customize domains, and receive notifications and metrics on document engagement. The software supports payment integration with Stripe, custom fields, and roles and permissions for user control.

Integrations include Salesforce, HubSpot, Stripe, QuickBooks, Xero, Zoho CRM, Insightly, FreshBooks, Highrise, and Basecamp.

Qwilr is a web-based sales proposal software that helps businesses create engaging and interactive proposals. It serves sales teams, marketing departments, and customer success teams, enabling them to generate visually appealing sales documents and track buyer engagement.

Why I picked Qwilr: Qwilr lets you create dynamic, media-rich, and customizable proposals to match your brand. You can generate proposals directly from your CRM with a single click, and use dynamic pricing tables to offer tailored quotes. Its e-signature and payment options make it easy for clients to accept and pay for proposals online. Analytics features provide real-time insights into how recipients interact with your documents, helping your team to follow up more effectively.

Standout features & integrations:

Features include dynamic pricing, e-signature capabilities, and real-time analytics. Your team can benefit from one-click proposal and quote creation directly from CRMs, which saves time and ensures consistency. The ability to embed videos and other media makes your proposals more engaging.

Integrations include HubSpot, Salesforce, Quickbooks, Stripe, Xero, Slack, Google Analytics, Zapier, Intercom, and Microsoft Teams.

Stripe is a payment processing platform for businesses of all sizes. It helps users handle everything from online payments to billing, and it offers tools to manage financial operations efficiently.

Why I picked Stripe: It combines quoting and payments in one place, making it easy for your team to manage sales processes without switching between tools. You can create and send quotes directly, and payment can be processed right away for closed deals. The platform also offers features like customizable invoices and recurring billing, ensuring a smooth experience for your team and your customers.

Standout features & integrations:

Features include flexible subscriptions, instant payouts, and customizable financial automation. Your team can also take advantage of global payment compliance and automated tax form generation. Stripe's dashboards make it simple to track payments, issue refunds, and generate custom reports.

Integrations include Shopify, WooCommerce, QuickBooks, Xero, Zoho Books, Salesforce, NetSuite, HubSpot, FreshBooks, and BigCommerce.

QuoteWerks is a sales quoting and proposal software for businesses of all sizes. It streamlines the creation, delivery, and tracking of quotes and proposals.

Why I picked QuoteWerks: The software's electronic signature capabilities make the approval process easier. You can collect payments via credit card and ACH directly through the platform. Notifications let you know when your quotes are viewed, helping you follow up promptly. Centralized document storage means you always have access to your quotes and proposals.

Standout features & integrations:

Features include electronic signatures, payment collection via credit card and ACH, and notifications when quotes are viewed. You can create branded quotes and proposals, standardize pricing and workflows, and store documents centrally.

Integrations include Salesforce, Microsoft Dynamics, QuickBooks, Sage 50, Autotask, ConnectWise, Zoho CRM, SugarCRM, HubSpot, and ACT!.

QuoteCloud is a document management platform for sales professionals to create, deliver, and manage sales quotes, proposals, contracts, and agreements. It caters to various industries including telecommunications, construction, and IT services, enhancing efficiency and saving time with its user-friendly tools.

Why I picked QuoteCloud: The software automates repetitive quoting tasks and offers customizable templates for sales processes, improving efficiency and consistency. It offers features like electronic signatures, real-time collaboration, and cloud storage, all of which streamline the creation and management of sales quotes. QuoteCloud also prioritizes the security and compliance of your sales documents, ensuring they are protected and meet industry standards.

Standout features & integrations:

Features include electronic signatures, real-time collaboration, and cloud storage. You can automate repetitive tasks and use customizable templates. The platform also offers advanced search capabilities.

Integrations include Xero, QuickBooks, Salesforce, and Microsoft products.

GleanQuote is a sales quoting and CPQ software for sales teams to create, send, and close complex quotes and proposals efficiently. It caters to various industries, including medical, construction, and IT equipment, simplifying complex products and pricing processes.

Why I picked GleanQuote: GleanQuote offers customizable proposals that include rich media like images and videos, making your quotes more engaging. Its user-friendly interface helps your team reduce errors and save time on the quoting process. With features like automated pricing and unlimited approval rules, you can ensure accuracy and compliance in your quotes. Additionally, GleanQuote supports multiple currencies, allowing for flexibility in international sales.

Standout features & integrations:

Features include customizable proposals, rich media integration, and automated pricing. You can also use unlimited approval rules to ensure quotes are accurate before they go out. Its user-friendly interface helps your team save time and reduce errors.

Integrations include HubSpot, Salesforce, Microsoft Dynamics, Zoho CRM, QuickBooks, Xero, NetSuite, Stripe, Google Drive, and Dropbox.

Expedite Commerce is a cloud-based platform for B2B operations, offering solutions for CPQ (Configure, Price, Quote), billing, and ecommerce storefront management. It serves sales teams, finance departments, and ecommerce managers, helping them streamline quoting processes, subscription management, and online sales.

Why I picked Expedite Commerce: Expedite Commerce offers advanced CPQ capabilities that help your sales reps generate accurate quotes quickly, featuring guided selling and 3D visualization tools. Its billing and subscription management tools automate invoicing and revenue recognition, ensuring your finance team stays on top of recurring billing cycles. Meanwhile, the platform's ecommerce storefront solution allows your team to personalize the buying experience and manage product catalogs with ease.

Standout features & integrations:

Features include product catalog management, guided selling, configuration rules, configured pricing, and visual configuration. Your team can easily search and filter products, receive automated product recommendations, and view pricing changes in real time. The platform supports multiple pricing models, discount management, and commercial rules to prevent pricing errors.

Integrations include Salesforce, HubSpot, Zoho CRM, Xero, QuickBooks, PayPal, Stripe, Google Analytics, Microsoft Dynamics, and SAP.

Nusii is a proposal software designed for freelancers and agencies, enabling them to create and send professional proposals quickly. Key business functions include customizable templates, client engagement tracking, and content reuse.

Why I Picked Nusii: Nusii allows you to customize sales quoting templates to align with your brand, ensuring your quotes look polished and professional. You can monitor client engagement with real-time notifications, so you're instantly aware when clients interact with your sales quote. Additionally, Nusii integrates with various tools to expand its functionality, making it a versatile option for managing your sales quoting needs.

Standout features & integrations:

Features include customizable templates, client engagement tracking, and content reuse. You can save time by reusing proposal content and knowing when your clients are interacting with your proposals. Nusii also offers integrations and an API for added functionality.

Integrations include Zapier, Google Drive, Dropbox, Slack, Trello, Asana, Basecamp, FreshBooks, QuickBooks, and Xero.

Odoo is an open-source business management software that caters to companies of all sizes. It provides various applications to manage business operations and tools for creating and managing sales quotations. 

Why I picked Odoo: You get an all-encompassing business solution with Odoo, allowing your team to manage finance, sales, marketing, HR, and supply chain tasks from one platform. Being open-source, it offers the flexibility to adapt and modify your quoting workflows as your business grows. Features like the ability to generate and send quotes directly within the platform, and then track them through every stage, make it especially useful for sales teams.

Standout features & integrations:

Features include various business applications covering finance, sales, marketing, HR, and supply chain management. Your team can efficiently manage tasks like accounting with significant reductions in processing times. Additionally, Odoo offers live chat support for quick assistance.

Integrations include Odoo CRM, Odoo Website Builder, Odoo eCommerce, Odoo Warehouse Management, Odoo Accounting, Odoo Project Management, Odoo Inventory, Odoo Manufacturing, Odoo HR, and Odoo Marketing.

ConnectWise CPQ is an automated quote and proposal software that’s built to enhance technology service providers’ sales efficiency. It helps streamline the quoting process by automating workflows and integrating with various third-party tools.

Why I picked ConnectWise CPQ: With features like product sourcing, pricing comparison from multiple distributors, and timely proposal delivery, you can ensure a consistent customer experience. It provides real-time pricing integrations and online quote delivery for a quicker and more accurate quoting process. You’ll also benefit from sales notifications and renewal reminders that keep your team informed about client interactions and agreement statuses.

Standout features & integrations:

Features include automated workflows, product sourcing, and real-time pricing integrations. Your team can also use custom templates for quotes and proposals, saving significant time. Sales notifications and renewal reminders help you stay on top of client interactions and agreement statuses.

Integrations include ConnectWise Manage, Microsoft Dynamics, Salesforce, HubSpot, Autotask, QuickBooks, Sage Intacct, Xero, Kaseya BMS, and Zoho CRM.