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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.

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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

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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

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3. Proposify

Logo/Brand:

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

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4. QuoteRock

Logo/Brand:

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

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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

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6. Zoho CRM

Logo/Brand:

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

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7. Qwilr

Logo/Brand:

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

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8. Bidsketch

Logo/Brand:

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

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9. FreshBooks

Logo/Brand:

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

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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

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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

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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