Introduction
In 2026, Quoting Software has become an essential tool for sales teams, freelancers, and businesses of all sizes to create, manage, and automate price quotes efficiently. These tools simplify proposal generation, ensure pricing accuracy, and streamline the approval process. By automating quotes and integrating with CRM, ERP, and invoicing systems, quoting software helps companies close deals faster while maintaining professionalism and consistency.
When choosing a Quoting Software tool, key factors include ease of use, integration capabilities, customization, collaboration features, e-signature support, and pricing flexibility. The right tool not only saves time but also enhances client satisfaction and revenue conversion.
This guide lists the Top 10 Quoting Software Tools in 2026, along with their main features, pros, cons, and a comparison table to help you pick the best one for your business.
Top 10 Quoting Software Tools in 2026
1. PandaDoc
Short Description: PandaDoc helps businesses create, send, and track professional quotes and proposals with built-in e-signatures and workflow automation.
Key Features:
- Drag-and-drop document builder
- Real-time notifications and analytics
- CRM integrations (Salesforce, HubSpot, Zoho)
- Template and content library
- E-signature and approval workflows
- Payment collection through Stripe or PayPal
Pros:
- Intuitive and easy to customize
- Strong integration ecosystem
- Built-in e-signature support
Cons:
- Limited offline access
- Some advanced analytics require higher-tier plans
2. Proposify
Short Description: Proposify streamlines the quoting and proposal process for sales teams with beautiful templates and collaboration tools.
Key Features:
- Customizable quote and proposal templates
- Real-time deal tracking
- Collaboration and commenting features
- Content and pricing library
- CRM and payment integration
- Analytics for engagement tracking
Pros:
- Excellent design templates
- Easy collaboration for teams
- Clear tracking and reporting tools
Cons:
- Slight learning curve for customization
- Mobile experience could be improved
3. QuoteWerks
Short Description: QuoteWerks is a dedicated quoting and proposal tool designed for B2B companies with complex pricing structures.
Key Features:
- Customizable pricing and discount rules
- Integration with CRMs and accounting tools
- Real-time product database lookup
- Approval workflows and version control
- Electronic signatures
- Quote history and templates
Pros:
- Powerful pricing automation
- Excellent for IT and manufacturing industries
- Strong integration options
Cons:
- Dated interface
- Steeper learning curve for beginners
4. HubSpot Sales Quotes
Short Description: Part of HubSpot CRM, this built-in quoting tool simplifies quote creation and syncing with sales pipelines.
Key Features:
- Integration with HubSpot CRM
- Template and product library
- Automatic tax and discount calculations
- E-signature and payment options
- Workflow automation
- Deal tracking and analytics
Pros:
- Ideal for existing HubSpot users
- Seamless CRM integration
- Free for basic use
Cons:
- Limited customization outside HubSpot
- Not suitable for non-HubSpot environments
5. Freshsales CPQ (by Freshworks)
Short Description: Freshsales CPQ automates product pricing, quotes, and approvals within the Freshsales CRM ecosystem.
Key Features:
- Guided selling and product catalog
- Automated pricing and tax calculations
- Dynamic quote generation
- Integration with Freshsales CRM and FreshBooks
- Multi-currency and regional support
- Role-based approvals
Pros:
- Smooth CRM integration
- Affordable and scalable
- Great for growing sales teams
Cons:
- Works best within Freshworks suite
- Limited third-party integrations
6. Odoo Sales Quotation Management
Short Description: Odoo offers a robust quoting solution integrated with its CRM and inventory management systems for end-to-end sales management.
Key Features:
- Automated quote-to-order process
- Product configurator
- Integrated invoicing and CRM
- E-signature module
- Custom templates and price lists
- Real-time quote tracking
Pros:
- Highly customizable
- Ideal for ERP users
- Integrated with accounting and inventory
Cons:
- Requires technical setup
- Interface less polished than competitors
7. Zomentum
Short Description: Zomentum is a smart quoting platform designed specifically for MSPs, IT resellers, and technology providers.
Key Features:
- Dynamic proposal and quote builder
- E-signature and approvals
- Product catalog with pricing automation
- Integration with PSA, CRM, and billing tools
- Analytics for sales performance
- Cloud-based collaboration
Pros:
- Tailored for tech resellers
- Excellent integrations for IT sales
- Simple and effective UI
Cons:
- Limited customization for non-IT sectors
- Requires training for beginners
8. Scoro
Short Description: Scoro combines quoting, project management, and invoicing into one unified business management platform.
Key Features:
- Custom quote and invoice templates
- Time tracking and budgeting
- Sales pipeline and CRM
- Automated approval workflows
- Financial reporting and dashboards
- Integrations with Xero and QuickBooks
Pros:
- Great for service-based companies
- All-in-one platform
- Strong analytics and reporting tools
Cons:
- Expensive for small teams
- Some advanced features require setup time
9. DealHub CPQ
Short Description: DealHub CPQ helps enterprises automate complex pricing and quoting workflows while ensuring brand consistency.
Key Features:
- Guided selling workflows
- Dynamic pricing and discounting
- Contract management
- Approval automation
- Integration with Salesforce and HubSpot
- Real-time analytics
Pros:
- Excellent enterprise features
- Seamless integrations
- Configurable and scalable
Cons:
- Premium pricing
- Requires onboarding support
10. Salesforce CPQ
Short Description: Salesforce CPQ automates quote-to-cash workflows within the Salesforce ecosystem, ideal for large enterprises.
Key Features:
- Product configuration and guided selling
- Automated pricing and discounting
- Contract lifecycle management
- Billing and subscription support
- Advanced reporting and analytics
- Tight integration with Salesforce CRM
Pros:
- Enterprise-grade functionality
- Deep CRM integration
- Scalable and secure
Cons:
- Expensive and complex
- Requires training and setup time
Comparison Table
| Tool Name | Best For | Platforms Supported | Standout Feature | Pricing (2026) | Avg. Rating |
|---|---|---|---|---|---|
| PandaDoc | SMEs & Enterprises | Web, Cloud | Integrated e-signature | Starts $19/mo | 4.7/5 |
| Proposify | Agencies, Sales Teams | Web, Mobile | Collaborative proposals | Starts $25/mo | 4.6/5 |
| QuoteWerks | B2B, IT & Manufacturing | Desktop, Cloud | Complex pricing rules | Custom | 4.5/5 |
| HubSpot Quotes | HubSpot Users | Web | CRM-integrated quotes | Free/Pro | 4.7/5 |
| Freshsales CPQ | SMBs | Web, Cloud | Guided selling | Starts $15/mo | 4.6/5 |
| Odoo Sales | Enterprises | Web, On-prem | ERP integration | Free/Custom | 4.4/5 |
| Zomentum | MSPs & IT Resellers | Web, Cloud | Tech-focused automation | Custom | 4.5/5 |
| Scoro | Service Businesses | Web | Quote + Project management | Starts $26/mo | 4.6/5 |
| DealHub CPQ | Enterprises | Web, Cloud | Guided selling workflows | Custom | 4.7/5 |
| Salesforce CPQ | Large Enterprises | Web, Cloud | Full quote-to-cash automation | Custom | 4.8/5 |
Which Quoting Software Tool is Right for You?
- For Small Businesses: PandaDoc and Freshsales CPQ are great for ease of use and affordability.
- For Agencies and Service Firms: Proposify and Scoro offer creative templates and client collaboration.
- For Enterprises: Salesforce CPQ and DealHub CPQ provide full-scale automation and reporting.
- For IT Providers: Zomentum and QuoteWerks excel in complex product pricing.
- For HubSpot or Odoo Users: HubSpot Quotes and Odoo Sales integrate naturally with existing ecosystems.
Conclusion
The Quoting Software tools in 2026 are transforming how businesses handle pricing, proposals, and deal management. Whether you’re an individual freelancer or a global enterprise, automating your quoting process enhances productivity, accuracy, and revenue growth. From AI-assisted pricing to seamless CRM integration, these tools empower teams to deliver professional quotes faster than ever.
When selecting a quoting software, consider your company size, existing tech stack, and level of customization required. Most of these tools offer free trials—take advantage of them to find your ideal fit.
FAQs
Q1. What is Quoting Software?
Quoting Software automates the creation, management, and delivery of price quotes and proposals to streamline sales processes.
Q2. Which is the best Quoting Software for small businesses?
PandaDoc and Freshsales CPQ are excellent for affordability and ease of use.
Q3. What’s the difference between CPQ and Quoting Software?
CPQ (Configure, Price, Quote) tools include advanced pricing logic, while basic quoting tools focus on proposal and quote generation.
Q4. Do these tools support electronic signatures?
Yes, most quoting software tools like PandaDoc, Proposify, and HubSpot Quotes support built-in e-signatures.
Q5. Can Quoting Software integrate with CRM and ERP systems?
Absolutely. Leading tools such as Salesforce CPQ, Odoo, and HubSpot seamlessly integrate with major CRM and ERP platforms.
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This blog provides a clear and practical overview of the top quoting software tools in 2025, making it easier for businesses to streamline their sales and proposal processes. The detailed comparison of features, pros, and cons helps readers understand how each tool supports accurate quote generation, workflow automation, and client management. The explanations are simple yet informative, offering valuable insights for sales teams and small to large enterprises looking to improve efficiency and reduce errors in quoting. Overall, it is a highly useful guide for anyone aiming to enhance their sales operations with modern quoting software.