7 Best Quoting Software in 2024 (Features & Benefits)

Are you looking for the best quoting software for your business?

There are tons of different quoting tools available on the market, and it can be tough to find the perfect one for your business.

The best quoting software will manage orders and the quotation process and increase your sales team’s productivity, allowing you to serve your clients better.

In this article, I’ll review the top quoting software options available on the market. I’ll also cover the key factors to look for when choosing your quoting software, helping you choose the best quoting software service for your business.

Let’s get right into it.

 

What Are The Best Quoting Software Tools?

The following are the top quoting software to consider this year.

 

1. Scoro

Scoro is a popular all-in-one business management software that allows users to create interactive proposals and quotes in just a few clicks.

With solutions that integrate all your marketing and project management tools into one place, Scoro provides a streamlined experience. It streamlines projects, simplifies quoting, automates billing, and provides a predictive analytics tool to help make data-based decisions.

On top of that, Scoro offers a robust CRM tool to help you create incredible customer experiences and get a 360-degree view of your business. It’s an excellent choice for companies that want an all-in-one quoting software solution.

Best Scoro Features:

• Scoro provides an intuitive and easy-to-use collaborative platform that allows your team to collaborate efficiently.
• The platform offers a great CRM tool that allows you to take your marketing and sales to the next level.
• It can be easily integrated with popular accounting software and other marketing tools.
• Analytics and reporting for optimal decision-making.

Cons of Scoro:

• Scoro isn’t the best choice for those who want a beginner’s solution, is easy to use, and doesn’t require any technical skills. The platform can require a significant learning curve to master all its functionalities. This can be frustrating for teams who need to get up and running quickly.

Pricing:

The following are the pricing plans available with Scoro:

• Essential: $26 per user per
• Standard: $37 per user per month
• Pro: $65 per user per month
• Ultimate: Get in touch with their sales team for a custom quote.

Try Scoro

 

2. Nusii

Nusii is an online proposal software that helps users automate everything from first customer contact to getting paid.

The platform allows you to receive instant notifications so you don’t miss any updates about when prospective customers view, open, or sign your proposal.

Another benefit is that you can easily add videos to your proposals. This feature helps customers better understand quick details about your quotes and proposals. 

No matter where you’re based, Nusii will seamlessly work for you with the right language, currency, and taxes.

Best Nusii Features:

• Nusii’s electronic signatures allow your clients to read, accept and sign their proposal right in the browser.
• The platform provides professionally-designed quotes and proposal templates to help you get started.
• Interactive pricing tools — so your prospect can choose plans that suit best for them.
• Impressive content editor to help you seamlessly write fresh and exciting proposals.
• Integrate Nusii with other apps and tools you use.

Cons of Nusii:

• Limited payment processing options compared to other quoting software.

Pricing:

With a free 14-day trial, you can explore all of Nusii’s features to see if they fit your business well.

After that, paid plans are as follows:

• Freelancer: $29 per month
• Agency: $49 per month
• Business: $129 per month

Try Nusii

 

3. Quotewerks

QuoteWerks is one of the best configure, price and quote (CPQ) management solutions that help sales teams automate their quotation routines and manage interactions with clients. It’s simple to use and has many features that make it perfect for businesses of all levels.

The platform enables you to provide interactive quotes using the QuoteValet cloud service so that the customers can easily choose the right options for them, sign quotes electronically, and make payments.

Best QuoteWerks Features:

• Their user-friendly interface and the dashboard are intuitive and provide real-time information on quotes and orders.
• It allows you to select the best template for your business and determine how you’d like to present your quote to the customer.
• Easy-to-use e-signature features to help streamline the process of quote, approval, and payment processing.
• Extensively integrated with third-party applications such as Gmail, HubSpot, and Zoho CRM.

Cons of QuoteWerks:

• While QuoteWerks excels at creating and managing quotes, it might not be the right software for those who are looking for more than simple quoting software. The software might lack features for project management or customer relationship management (CRM) compared to some competitors.

Pricing:

• Standard Edition: $13.75 per user per month
• Professional Edition: $19.25 per user per month
• Corporate Edition: $27.50 per user per month

These pricing plans for QuoteWerks are billed annually. 

 

4. PandaDoc

PandaDoc is another all-in-one tool that helps users create proposals, quotes, contracts, and more. It gives a new dimension to your proposals and quotes.

Used by over 45,000 businesses, PandaDoc is the most comprehensive quoting software that helps you automate document workflows, accelerate the pipeline, and close more deals.

PandaDoc is one of the most versatile software on this list. It allows users to change the language and currency used in documents depending on their local standards.

All their paid plans come with 24/7 live chat and email support, and their support team is really helpful. 

With its standout interactive quotes, templates and content libraries, and advanced document analytics, PandaDoc is an excellent solution for those who want to streamline their sales process.

Best PandaDoc Features:

• It allows you to choose from a wide range of quote and proposal templates, which are free to download and customizable to various extents.
• You can integrate PandaDoc with CRMs and other popular apps like Salesforce, HubSpot, and more.
• Advanced document analytics to track all aspects of the sales process.
• Their e-signature feature allows customers to accept and sign documents from anywhere.
• Auto reminders to provide you with detailed notifications. You will never miss a decisive moment.

Cons of PandaDoc:

• The free plan has limited features—you need to upgrade to a paid plan to access features like document analytics, custom branding, and more integrations.

Pricing:

The following are the pricing plans available with PandaDoc:

• Free eSign: $0 free forever
• Essentials: $24 per user/ month
• Business: $40 per user/ month
• Enterprise: Custom pricing is available

 

5. Qwilr

Qwilr is another of my top picks and has a great combination of sales and marketing management tools to create price quotes and generate more leads.

Qwilr has a lot of features you’d come to expect from other tools on this list, including analytics functionalities, sales and marketing document storage, and a content repository.

One of the things I like the most about Qwilr is their e-signature feature, which allows you to close deals faster by presenting buyers with interactive pricing, e-sign, and payment options on an intuitive page.

The solution also allows you to track content metrics in order to optimize your strategy and improve your outcomes.

This request for proposal (RFP) solution serves both marketing and sales teams across a range of industries, including technology, finance, consulting and more.

Best Qwilr Features:

• Qwilr has a wide variety of templates you can choose from to get your web pages up and running quickly. They have beautiful quotes and proposal templates which you can customize to fit your customer needs.
• It can be easily integrated with other marketing tools.
• Interactive e-sign features help reduce the steps of closing a deal.
• See and track the status of deals in one convenient place, so you can quickly see who’s responded or where they are in the sales cycle.

Cons of Qwilr:

• Qwilr’s pricing structure might be considered expensive for start-ups or single-user businesses.

Pricing:

Qwilr offers these pricing plans:

• Business: $35 per user per month
• Enterprise: $59 per user per month
  If you’d like to try Qwilr, they offer a 14-day free trial to all new users.

Try Qwilr for free today.

 

6. Salesforce CPQ

Salesforce CPQ provides more than quoting software.

With more than a thousand customers globally for their CPQ products, Salesforce is one of the most popular tools on this list. The platform is accessible on desktop and mobile devices.

Salesforce offers not only a proposal and quote generation features, but also solutions for sales management, marketing automation, customer service, analytics, and more. 

Additionally, It has an intuitive interface, making it easy for anyone to navigate. Salesforce CPQ is most suitable for sales and useful for small and medium-sized companies.

Best Salesforce CPQ Features:

• Integrated CRM to help you build strong relationships with your customers.
• Real-time reporting and analytics tools.
• Marketing Capabilities.
• Wide range of third-party integrations.

Cons of Salesforce CPQ:

• The Salesforce CPQ pricing plans are more expensive than other quoting software services.
• Setting up and configuring can be a bit complex, especially for new users.

Pricing:

• CPQ: $75/month per user.
• CPQ Plus: $150/month per user.

The platform also offers a custom plan based on the customer’s request.

 

7. iQuoteXpress

iQuoteXpress is excellent for those that want to increase sales and employee empowerment.

iQuoteXpress is a sales proposal automation solution that empowers your sales team and customers with simple, unique, and productive experiences.

The quoting software enables you to build, send, and track sales quotes with confidence. With iQuoteXpress you will get everything you need to streamline and improve your quoting and sales process.

Best iQuoteXpress Features:

• Contact management feature to help you build new relationships with prospective leads.
• Real-time reporting on every stage of the sales process.
• Excellent customer support to help you customize and optimize your solution.
• Extensive third-party integrations.

Cons of iQuoteXpress:

• Limited integration – While iQuoteXpress might integrate with some popular tools, I highly recommend investigating the specific integrations it offers.

Pricing:

iQuoteXpress offers three paid plans: Standard, Professional, and Pros-Plus. These plans range from $39 to $74 per user per month.

 

What Is Quoting Software?

Quoting software is a quick and easy way to streamline the proposal and request for proposal process for your sales operations.

These tools help your business grow by simplifying proposals, monitoring new business, and closing deals faster.

Quoting software reduces the time and costs it takes to make sales quotes by more than half.

Plus, most quoting tools integrate easily with CRM software and other popular marketing tools like Zoho CRM, Salesforce and more.

 

A recap of the best quoting software for 2024

With the right quoting software, you can make the process of creating business proposals and price quotes easier, more intuitive and more efficient than ever.

Streamline your process today with one of my recommendations for quoting software:

I hope this list of top quoting software helps you choose the right tool for your online business.