Introduction
In the modern business landscape, the quoting process has evolved from a simple document generation task to a key component of sales efficiency and customer satisfaction. Quoting software helps businesses quickly create, manage, and send professional quotes and proposals to clients. These tools automate pricing, improve accuracy, and speed up the sales process, leading to higher productivity and faster deal closures. As we move into 2025, companies face the challenge of choosing the right software that aligns with their needs, budget, and growth plans.
Why it’s important in 2025:
In an increasingly competitive market, businesses need every advantage to stay ahead. Efficient quoting software can reduce human error, standardize proposals, integrate with CRM systems, and provide valuable analytics. With the rise of cloud-based solutions and automation, companies can expect faster quote creation, reduced overhead, and enhanced client relationships.
What to look for in quoting software:
When choosing quoting software, consider the following factors:
- Ease of use: User-friendly interfaces and ease of setup.
- Customization: Ability to tailor templates and pricing models.
- Integration: Compatibility with CRMs, accounting tools, and other platforms.
- Automation: Automation of recurring quotes, discounts, and approvals.
- Analytics: Tools for tracking and optimizing quotes and proposals.
- Pricing: Value for money based on features offered.
In this post, we’ll explore the top 10 quoting software tools in 2025, highlighting their features, pros, cons, and a detailed comparison to help you choose the right tool for your business.
Top 10 Quoting Software Tools in 2025
1. QuoteWerks
Logo/Brand:
Short Description:
QuoteWerks is a powerful quoting software that helps businesses automate and streamline their quoting and proposal processes. It integrates with various CRM systems, making it ideal for sales teams looking to improve efficiency and accuracy in pricing and quotes.
Key Features:
- Seamless integration with CRM and accounting tools (Salesforce, QuickBooks, etc.)
- Customizable quote templates for different industries
- Real-time pricing and product catalog updates
- Multi-currency and multi-language support
- E-signature functionality for quicker approvals
Pros:
- Easy integration with CRMs and accounting software
- Flexible and highly customizable templates
- Comprehensive reporting features for analysis and optimization
Cons:
- Initial setup can be time-consuming
- Higher pricing for small businesses
2. PandaDoc
Logo/Brand:
Short Description:
PandaDoc is an all-in-one document automation platform that excels in creating professional quotes, proposals, and contracts. It offers an easy-to-use interface and integrates seamlessly with CRMs and payment systems.
Key Features:
- E-signature integration for digital signing
- Customizable quote templates
- Real-time document tracking and analytics
- Built-in payment collection options
- Seamless integrations with CRMs like Salesforce and HubSpot
Pros:
- Extremely user-friendly interface
- Excellent customer support and training
- Offers a variety of document automation features beyond quoting
Cons:
- Can be pricey for small teams or startups
- Limited offline access
3. Proposify
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Short Description:
Proposify offers a comprehensive solution for creating and managing proposals, quotes, and contracts. With its wide range of templates, real-time tracking, and analytics, it is well-suited for sales teams and service providers.
Key Features:
- Customizable and professional quote templates
- Real-time tracking for document views and interactions
- Client collaboration features for feedback and approvals
- Integration with major CRMs like Salesforce
- Reporting and analytics to track proposal performance
Pros:
- Beautifully designed templates
- Powerful tracking and analytics features
- Easy client collaboration on documents
Cons:
- Pricing may be too high for small businesses
- Lacks some advanced automation features
4. QuoteRock
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Short Description:
QuoteRock is a fast and simple solution for creating quotes, offering easy integration with CRM and accounting tools. It is designed for small businesses that need a simple, affordable way to generate professional quotes.
Key Features:
- Simple quote creation with no complex setup
- Integration with popular CRM systems
- Cloud-based for easy access from any device
- Support for recurring quotes
- Secure e-signature collection
Pros:
- Quick and easy setup
- Affordable for small businesses
- User-friendly interface with a fast learning curve
Cons:
- Limited customization options for templates
- Basic analytics and reporting features
5. Quotient
Logo/Brand:
Short Description:
Quotient is a modern quoting tool that focuses on streamlining the proposal and quoting process. It offers intuitive drag-and-drop features, customization options, and integrations with major CRMs.
Key Features:
- Drag-and-drop quote builder
- Customizable and flexible templates
- Integration with CRMs, payment gateways, and other tools
- Multi-language and multi-currency support
- E-signature functionality
Pros:
- Beautiful and customizable quote templates
- Simple drag-and-drop functionality
- International support for multi-language and multi-currency
Cons:
- Limited offline functionality
- Lacks advanced analytics features
6. Zoho CRM
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Short Description:
Zoho CRM is a full-featured CRM with an integrated quoting tool, making it ideal for businesses that want to manage both customer relationships and the quoting process from one platform.
Key Features:
- Integration with Zoho’s full suite of products
- Automated workflows for recurring quotes
- Customizable quote templates
- Multi-currency and multi-language support
- In-depth reporting and analytics
Pros:
- All-in-one CRM solution with quoting features
- Affordable and scalable pricing options
- Customizable templates for various industries
Cons:
- Can be overwhelming for new users
- Limited third-party integrations compared to competitors
7. Qwilr
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Short Description:
Qwilr offers a unique blend of design and functionality, allowing businesses to create interactive and visually stunning quotes and proposals. It is best for companies focused on aesthetics and client engagement.
Key Features:
- Interactive quote proposals with multimedia integration
- Customizable templates with drag-and-drop functionality
- Real-time tracking for document engagement
- Payment collection integration
- Mobile-friendly design
Pros:
- Visually attractive and interactive templates
- Powerful client engagement tools
- Integrates with CRM and payment systems
Cons:
- Expensive for smaller businesses
- Limited offline access and functionality
8. Bidsketch
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Short Description:
Bidsketch is a proposal software that focuses on creating and sending professional quotes and proposals quickly. It offers customization options and collaboration tools to streamline the client approval process.
Key Features:
- Customizable templates and pricing tables
- Collaboration features for client feedback
- Real-time proposal tracking
- Integration with CRMs and other software tools
- E-signature functionality
Pros:
- Excellent client collaboration and feedback tools
- Highly customizable templates for various industries
- Real-time tracking of proposal performance
Cons:
- Lacks advanced automation features
- Limited integrations compared to competitors
9. FreshBooks
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Short Description:
FreshBooks is an all-in-one accounting solution with a simple and intuitive quote creation tool. It is perfect for small businesses that need a straightforward, easy-to-use solution for managing quotes and invoices.
Key Features:
- Simple and intuitive invoicing and quote creation
- Time-tracking and project management features
- Integration with popular payment gateways
- Multi-currency support
- Customizable templates
Pros:
- Easy-to-use interface with no steep learning curve
- Great for small businesses that need basic quoting functionality
- Affordable pricing plans
Cons:
- Lacks advanced customization options
- Limited features for larger teams
10. Sellsy
Logo/Brand:
Short Description:
Sellsy is an all-in-one CRM and invoicing tool that includes an intuitive quoting feature. It’s designed for small to medium-sized businesses looking to manage their sales process, quotes, and invoices from one platform.
Key Features:
- Customizable quote templates
- Integration with CRMs and payment gateways
- Sales pipeline management
- Automatic invoice generation
- Customer analytics
Pros:
- Great CRM integration with quotes and invoices
- User-friendly and intuitive interface
- Affordable pricing for small to medium-sized businesses
Cons:
- Limited features for larger teams
- Lacks some advanced automation
Comparison Table
| Tool Name | Best For | Platform(s) Supported | Standout Feature | Pricing | Rating (G2) |
|---|---|---|---|---|---|
| QuoteWerks | Sales Teams | Windows, Mac | CRM integrations, customizable quotes | Starts at $99/month | 4.5/5 |
| PandaDoc | Sales Teams & Law Firms | Web, iOS, Android | Document management with e-signature | Starts at $19/month | 4.7/5 |
| Proposify | Marketing & Sales | Web, iOS | Beautiful templates | Starts at $19/month | 4.6/5 |
| QuoteRock | Small Businesses | Web | Fast quote creation | Custom pricing | 4.3/5 |
| Quotient | Sales & Agencies | Web | Multi-currency and multi-language | Starts at $15/month | 4.6/5 |
| Zoho CRM | CRM-Integrated Sales | Web, iOS, Android | Full-featured CRM with quotes | Starts at $14/month | 4.2/5 |
| Qwilr | Design-Focused Sales | Web | Interactive, multimedia proposals | Starts at $15/month | 4.5/5 |
| Bidsketch | Agencies & Creatives | Web | Proposal collaboration features | Starts at $19/month | 4.4/5 |
| Freshbooks | Small Businesses | Web, iOS, Android | All-in-one invoicing & quoting | Starts at $6/month | 4.7/5 |
| Sellsy | Small to Medium Businesses | Web | CRM integrations | Starts at $29/month | 4.4/5 |
Which Quoting Software Tool is Right for You?
- For beginners: Freshbooks, QuoteRock
- For advanced users: QuoteWerks, Sellsy
- For design-focused teams: Qwilr, PandaDoc
- For CRM integration: Zoho CRM, Bidsketch
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