--- title: "Best Quoting Software 2026 | Capterra" description: "Find the top Quoting software of 2026 on Capterra. Based on millions of verified user reviews - compare and filter for whats important to you to find the best tools for your needs." source_url: "https://www.capterra.com/quoting-software/" page_type: "category" language: "en" --- # Best Quoting Software Last updated on July 31, 2026 How to find the right Quoting Software? Learn more from our team about Quoting Software pricing features and benefits in our Quoting Buyers Guide Verified Insights Provider data verified by our Software Research team and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) ## What is quoting software and how do I choose the right one? Researched by: [Capterra](https://www.capterra.com/resources/author/capterra/) Updated on July 31, 2026 Quoting software simplifies the process of creating, sending, and managing price quotes and estimates for products or services to potential clients and customers. Sales leaders, project managers, and contractors use quoting software to share price quotes for their products and services. Quoting software is priced on a "per month" basis. Their entry-level pricing plan ranges from **$15 to $249+ per month**\*. An enterprise quoting solution priced higher may include additional features such as an activity dashboard, calendar management, client portal, and workflow management. When acquiring this type of tool, in addition to evaluating price and integration capabilities, users should also ask vendors the following questions: _Does the software have multi-language and multi-currency support?_ _What is the quality of reporting analytics?_ _Does the tool have a steep learning curve?_ For more information consult our [Quoting Buyers Guide](#buyers-guide-content) ## Jobber Rating: 4.6 out of 5 (1,468 reviews) Profile: [Jobber](https://www.capterra.com/p/127994/Jobber/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Join over 250K home service pros using Jobber. Organize your business, win more jobs, and get paid 4X faster. Get started today. #### Rating breakdown - Ease of Use: 4.6 out of 5 - Customer Service: 4.6 out of 5 - Features: 4.3 out of 5 - Value for Money: 4.4 out of 5 #### Pros and cons based on reviews Pros: - Integrated scheduling and billing tools - Centralized business organization Cons: - Frequent glitches and slowdowns - Limited and basic reporting options #### Starting price Starting price: $39.00 Pricing details: Flat Rate, Per Month Free trial: Yes Free demo: No ### Features tab #### Highest rated features - Calendar Management: 4.6 rating - Quotes/Estimates: 4.7 rating - Billing & Invoicing: 4.6 rating - Electronic Payments: 4.6 rating #### Lowest rated features - Pricing and Cost Calculations: 2.0 rating - API: 3.8 rating - Pricing Management: 3.4 rating - Third-Party Integrations: 4.3 rating #### Feature-related review snippet Reviewer: Clover H. Reviewer details: Consumer Services, Self-employed Published: July 29, 2025 > "I’ve been using it for years now, and one of the things I’ve always appreciated is how seamless and user-friendly the platform is." ### Gallery tab Ease of use: 4.6 out of 5 (1,468 reviews) #### Related review snippet Reviewer: Lorin D. Reviewer details: Consumer Services, 1-10 employees Published: March 10, 2026 > "It helps manage scheduling, quotes, invoices, and client communication all in one place. As our company has grown and we’ve added employees and recurring routes, having a system like Jobber has made a big difference in keeping everything organized." ### Integrations tab Jobber connects with 35+ software tools. [See all integrations](https://www.capterra.com/p/127994/Jobber/#integrations) #### Most popular integrations - PayPal: 4.6 rating - Mailchimp: 4.0 rating - QuickBooks Online: 4.3 rating - Google Calendar: 4.0 rating - Stripe: 4.5 rating - Zapier: 4.7 rating #### Integrations-related review snippet Reviewer: Jeremiah K. Reviewer details: Facilities Services, 1-10 employees Published: April 24, 2026 > "I like how Jobber can integrate seamlessly with my bank and accounting software." --- ## Xero Rating: 4.4 out of 5 (3,312 reviews) Profile: [Xero](https://www.capterra.com/p/120109/Xero/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Follow up on every opportunity and win new business by creating professional, customisable, online quotes or estimates on the spot. #### Rating breakdown - Ease of Use: 4.4 out of 5 - Customer Service: 4.0 out of 5 - Features: 4.3 out of 5 - Value for Money: 4.2 out of 5 #### Pros and cons based on reviews Pros: - Accessible and intuitive platform - Comprehensive financial oversight tools Cons: - Recurring technical glitches - Slow and inconvenient email support #### Starting price Starting price: $25.00 Pricing details: Flat Rate, Per Month Free trial: Yes Free demo: Yes ### Features tab #### Highest rated features - Billing & Invoicing: 4.9 rating - Third-Party Integrations: 4.8 rating - Activity Dashboard: 4.8 rating - Quotes/Estimates: 4.8 rating #### Lowest rated features - Discount Management: 1.0 rating - Approval Process Control: 3.0 rating - Automated Quoting: 2.0 rating - Catalog Management: 4.0 rating #### Feature-related review snippet Reviewer: Lisa P. Reviewer details: Internet, 11-50 employees Published: August 21, 2024 > "Xero's intuitive interface and seamless integration with various third-party apps make it an excellent choice for users." ### Gallery tab Ease of use: 4.4 out of 5 (3,312 reviews) #### Related review snippet Reviewer: Rebecca R. Reviewer details: Construction, 11-50 employees Published: May 26, 2026 > "I also appreciate the cloud-based access, which allows me to manage accounting from anywhere, along with the seamless bank integrations that help save time and keep records accurate." ### Integrations tab Xero connects with 141+ software tools. [See all integrations](https://www.capterra.com/p/120109/Xero/#integrations) #### Most popular integrations - Expensify: 4.5 rating - Epos Now: 3.8 rating - Harvest: 4.6 rating - ActiveCollab: 4.5 rating - Checkfront: 4.5 rating - Plooto: 4.3 rating #### Integrations-related review snippet Reviewer: Bill N. Reviewer details: Accounting, 501-1,000 employees Published: April 21, 2026 > "Its wide range of integrations also allowed us to build a connected, scalable finance system with minimal effort." --- ## FACTON EPC Rating: 5.0 out of 5 (2 reviews) Profile: [FACTON EPC](https://www.capterra.com/p/161502/Facton-EPC-Suite/) Visible tabs: Overview, Features, Gallery ### Overview tab #### What is this product about? Digital software solutions for automated processes in product costing and transparency in the product life cycle. #### Rating breakdown - Ease of Use: 5.0 out of 5 - Customer Service: 4.5 out of 5 - Features: 5.0 out of 5 - Value for Money: 4.5 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: Not available Pricing details: Per Feature Free trial: No Free demo: Yes ### Features tab #### Highest rated features - Quotes/Estimates: 5.0 rating - Access Controls/Permissions: 4.5 rating - Activity Dashboard: 5.0 rating - API: 5.0 rating #### Lowest rated features - Price/Margin Management: 4.0 rating - Reporting & Statistics: 4.0 rating - Estimating: 5.0 rating - Third-Party Integrations: 5.0 rating ### Gallery tab Ease of use: 5.0 out of 5 (2 reviews) --- Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. ## Epicor CPQ Rating: 4.6 out of 5 (21 reviews) Profile: [Epicor CPQ](https://www.capterra.com/p/160099/KBMax-3D-CPQ/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Epicor CPQ generates quotes for complex, configurable products in real-time. Pricing is dynamic, maximizing the margin from every deal #### Rating breakdown - Ease of Use: 4.4 out of 5 - Customer Service: 4.5 out of 5 - Features: 4.6 out of 5 - Value for Money: 4.3 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $150.00 Pricing details: Per User, Per Month Free trial: No Free demo: Yes ### Features tab #### Highest rated features - API: 5.0 rating - Pricing and Cost Calculations: 5.0 rating - Quotes/Estimates: 5.0 rating - Third-Party Integrations: 5.0 rating #### Lowest rated features - Discount Management: 4.0 rating - CRM: 5.0 rating - Price/Margin Management: 5.0 rating - Proposal Generation: 5.0 rating #### Feature-related review snippet Reviewer: Joshua S. Reviewer details: Furniture, 51-200 employees Published: December 8, 2020 > "It's also given us a far better way to define our products and given our sales team a way to visualize, for themselves and our customers, exactly what they're order in real time." ### Gallery tab Ease of use: 4.4 out of 5 (21 reviews) #### Related review snippet Reviewer: Chris A. Reviewer details: Construction, 201-500 employees Published: May 22, 2025 > "Ease of use and having the capability to be able to essentially do anything we would need for our business." ### Integrations tab Epicor CPQ connects with 2+ software tools. [See all integrations](https://www.capterra.com/p/160099/KBMax-3D-CPQ/#integrations) #### Most popular integrations - Salesforce Sales Cloud: 4.4 rating - Salesforce CPQ & Billing: 4.0 rating --- ## Quotient Rating: 4.8 out of 5 (136 reviews) Profile: [Quotient](https://www.capterra.com/p/131897/Quotient/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Online quoting software that wins more work. Send interactive quotes customers can accept online, with optional items and follow-ups. #### Rating breakdown - Ease of Use: 4.8 out of 5 - Customer Service: 4.8 out of 5 - Features: 4.4 out of 5 - Value for Money: 4.6 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $28.00 Pricing details: Flat Rate, Per Month Free trial: Yes Free demo: No ### Features tab #### Highest rated features - Quotes/Estimates: 5.0 rating - Pricing and Cost Calculations: 4.8 rating - Real-Time Data: 5.0 rating - Electronic Signature: 4.9 rating #### Lowest rated features - Third-Party Integrations: 4.3 rating - Automated Quoting: 4.2 rating - Reporting & Statistics: 3.0 rating - Pricing Management: 4.5 rating #### Feature-related review snippet Reviewer: Alyssa H. Reviewer details: Construction, 11-50 employees Published: June 28, 2024 > "I LOVE the user-friendly interface of the software and the customizable line items." ### Gallery tab Ease of use: 4.8 out of 5 (136 reviews) #### Related review snippet Reviewer: Rene B. Reviewer details: Health, Wellness and Fitness, 1-10 employees Published: July 31, 2024 > "Customer service has been awesome, the emails sent my way provide me with useful information, not just another sales pitch or special offer, and the pricing for what we get is perfect." ### Integrations tab Quotient connects with 7+ software tools. [See all integrations](https://www.capterra.com/p/131897/Quotient/#integrations) #### Most popular integrations - Mailchimp: 4.0 rating - QuickBooks Online: 4.3 rating - Xero: 5.0 rating - Zapier: 5.0 rating - Insightly: 5.0 rating - Capsule: 5.0 rating - Highrise: 4.5 rating --- ## iQuoteXpress Rating: 4.8 out of 5 (21 reviews) Profile: [iQuoteXpress](https://www.capterra.com/p/119222/iQuote-Xpress/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Create professional quotes fast. Starting at $39 a seat, IQX includes quote templates, product/pricing config, free support, & more. #### Rating breakdown - Ease of Use: 4.8 out of 5 - Customer Service: 4.7 out of 5 - Features: 4.7 out of 5 - Value for Money: 4.8 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $39.00 Pricing details: Per Feature, Per Month Free trial: No Free demo: Yes ### Features tab #### Highest rated features - Proposal Generation: 4.8 rating - Quotes/Estimates: 4.8 rating - Catalog Management: 4.8 rating - Pricing Management: 4.4 rating #### Lowest rated features - Electronic Signature: 3.3 rating - Contact Management: 4.3 rating - Discount Management: 4.5 rating - Accounting Integration: 5.0 rating ### Gallery tab Ease of use: 4.8 out of 5 (21 reviews) #### Related review snippet Reviewer: Philip W. Reviewer details: Business Supplies and Equipment, 11-50 employees Published: June 27, 2022 > "That it is easy to use and that I can easily make changes where needed myself. Where I can't make the changes myself, the support team has been excellent with quickly making changes where possible." ### Integrations tab iQuoteXpress connects with 6+ software tools. [See all integrations](https://www.capterra.com/p/119222/iQuote-Xpress/#integrations) #### Most popular integrations - Salesforce Sales Cloud: 4.5 rating - Docusign: 4.7 rating - Zoho CRM: 4.3 rating - HubSpot CRM: 4.5 rating - QuickBooks Online Advanced: 4.4 rating - Zoho Books: 5.0 rating --- ## Salesforce Revenue Cloud Rating: 4.4 out of 5 (82 reviews) Profile: [Salesforce Revenue Cloud](https://www.capterra.com/p/265484/Salesforce-Revenue-Cloud/) Visible tabs: Overview, Features, Gallery ### Overview tab #### What is this product about? Streamline quoting, pricing, and contracting with Salesforce CPQ to close deals faster and drive revenue growth. #### Rating breakdown - Ease of Use: 4.0 out of 5 - Customer Service: 4.1 out of 5 - Features: 4.4 out of 5 - Value for Money: 4.2 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $75.00 Pricing details: Per User, Per Month Free trial: Yes Free demo: Yes ### Features tab #### Highest rated features - Quotes/Estimates: 4.8 rating - Pricing Management: 5.0 rating - Accounting Integration: 5.0 rating - CRM: 5.0 rating #### Lowest rated features - Discount Management: 5.0 rating - Document Management: 5.0 rating - Template Management: 5.0 rating - API: 5.0 rating #### Feature-related review snippet Reviewer: Verified Reviewer Reviewer details: Computer Software, 1,001-5,000 employees Published: November 10, 2023 > "It's intuitive UI, and simple QLE page which calculated everything at backrnd" ### Gallery tab Ease of use: 4.0 out of 5 (82 reviews) #### Related review snippet Reviewer: Jenna L. Reviewer details: Computer Software, 10,001+ employees Published: April 9, 2026 > "Revenue Cloud helps me run my teams pipeline to be able to forecast proper and project deal velocity." --- ## QuoteWerks Rating: 4.6 out of 5 (192 reviews) Profile: [QuoteWerks](https://www.capterra.com/p/135691/QuoteWerks/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? QuoteWerks is an easy-to-use quoting and proposal solution enabling companies of all sizes to streamline their sales process. #### Rating breakdown - Ease of Use: 4.5 out of 5 - Customer Service: 4.6 out of 5 - Features: 4.6 out of 5 - Value for Money: 4.6 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $78.00 Pricing details: Per User, Per Month Free trial: Yes Free demo: Yes ### Features tab #### Highest rated features - Quotes/Estimates: 4.9 rating - Audit Trail: 4.9 rating - Price/Margin Management: 5.0 rating - Real-Time Data: 4.9 rating #### Lowest rated features - Pricing Management: 4.6 rating - Electronic Signature: 4.6 rating - Template Management: 4.6 rating - Pricing and Cost Calculations: 4.8 rating #### Feature-related review snippet Reviewer: Elijah M. Reviewer details: Hospitality, 1,001-5,000 employees Published: October 20, 2022 > "It is a solid application that does exactly what it's supposed to do and it has an intuitive and friendly dashboard which you can customize to suit your needs." ### Gallery tab Ease of use: 4.5 out of 5 (192 reviews) #### Related review snippet Reviewer: Zoe H. Reviewer details: Electrical/Electronic Manufacturing, 51-200 employees Published: April 10, 2026 > "Its integrations have also been helpful for integrating data without having to enter it manually, and the electronic signature simplifies processes by giving me control and visibility over each sales step." ### Integrations tab QuoteWerks connects with 27+ software tools. [See all integrations](https://www.capterra.com/p/135691/QuoteWerks/#integrations) #### Most popular integrations - Salesforce Sales Cloud: 4.5 rating - Gmail: 5.0 rating - Microsoft Word: 4.7 rating - Microsoft Outlook: 4.5 rating - QuickBooks Online Advanced: 4.4 rating - Act!: 4.5 rating #### Integrations-related review snippet Reviewer: Delaney S. Reviewer details: Information Technology and Services, 11-50 employees Published: August 11, 2023 > "It is nice how many integrations go with Quotewerks." --- ## EZLynx Rating: 3.7 out of 5 (75 reviews) Profile: [EZLynx](https://www.capterra.com/p/102928/EZLynx/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? EZLynx provides innovative insurance software that streamlines your agency’s workflow and manages the end-to-end policy lifecycle. #### Rating breakdown - Ease of Use: 3.7 out of 5 - Customer Service: 3.3 out of 5 - Features: 3.4 out of 5 - Value for Money: 3.4 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: Not available Free trial: Yes Free demo: No ### Features tab #### Highest rated features - Quotes/Estimates: 3.4 rating - Billing & Invoicing: 2.4 rating - Automated Quoting: 2.2 rating - Document Management: 2.2 rating #### Lowest rated features - API: 1.0 rating - CRM: 1.0 rating - Real-Time Data: 1.0 rating - Third-Party Integrations: 2.5 rating ### Gallery tab Ease of use: 3.7 out of 5 (75 reviews) #### Related review snippet Reviewer: Shaun M. Reviewer details: Insurance, 1-10 employees Published: February 19, 2026 > "This means I can get back to prospects while they're still hot, not three days later when they've already moved on to the next agent." ### Integrations tab EZLynx connects with 3+ software tools. [See all integrations](https://www.capterra.com/p/102928/EZLynx/#integrations) #### Most popular integrations - Gmail: 4.8 rating - Microsoft Outlook: 4.3 rating - Velocify: 4.3 rating #### Integrations-related review snippet Reviewer: Gretchen F. Reviewer details: Insurance, 11-50 employees Published: November 3, 2022 > "The ability to put information into one system for easy quoting, the integration with our management system was good" --- ## Proposify Rating: 4.4 out of 5 (299 reviews) Profile: [Proposify](https://www.capterra.com/p/133332/Proposify/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Generate accurate quotes fast with Proposify. Customize, automate, and track for quicker approvals and higher satisfaction. #### Rating breakdown - Ease of Use: 4.3 out of 5 - Customer Service: 4.4 out of 5 - Features: 4.3 out of 5 - Value for Money: 4.3 out of 5 #### Pros and cons based on reviews Pros: - Extensive customizable proposal templates - Seamless diGital signature process Cons: - Cumbersome text editing experience - Inconsistent and difficult formatting #### Starting price Starting price: $19.00 Pricing details: Per User, Per Month Free trial: Yes Free demo: Yes ### Features tab #### Highest rated features - Document Management: 4.6 rating - Quotes/Estimates: 4.4 rating - Electronic Signature: 4.5 rating - Proposal Generation: 5.0 rating #### Lowest rated features - Pricing Management: 4.0 rating - Discount Management: 4.0 rating - Workflow Management: 4.5 rating - CRM: 5.0 rating #### Feature-related review snippet Reviewer: John B. Reviewer details: Construction, 11-50 employees Published: May 19, 2025 > "I used it primarily for business proposals and the flexibility that it offered in terms of placing graphics within text boxes made the job simple and effective." ### Gallery tab Ease of use: 4.3 out of 5 (299 reviews) #### Related review snippet Reviewer: John B. Reviewer details: Construction, 11-50 employees Published: May 19, 2025 > "I used it primarily for business proposals and the flexibility that it offered in terms of placing graphics within text boxes made the job simple and effective." ### Integrations tab Proposify connects with 46+ software tools. [See all integrations](https://www.capterra.com/p/133332/Proposify/#integrations) #### Most popular integrations - FreshBooks: 5.0 rating - Xero: 4.4 rating - Zapier: 4.7 rating - Keap: 4.1 rating - QuickBooks Online Advanced: 4.0 rating - Zoho Books: 4.4 rating #### Integrations-related review snippet Reviewer: Andy Y. Reviewer details: Information Technology and Services, 1-10 employees Published: August 9, 2022 > "Integration with Hubspot is great." --- ## Pylon Rating: 4.6 out of 5 (25 reviews) Profile: [Pylon](https://www.capterra.com/p/217697/Pylon/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Pylon Solar Design Software lets you design a solar quote in under 2 minutes for $0 Monthly Fees. #### Rating breakdown - Ease of Use: 4.5 out of 5 - Customer Service: 4.9 out of 5 - Features: 4.4 out of 5 - Value for Money: 4.7 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $4.00 Pricing details: Per User, One Time Free trial: Yes Free demo: No ### Features tab #### Highest rated features - Customer History: 5.0 rating - Price/Margin Management: 5.0 rating - Pricing Management: 5.0 rating - Real-Time Data: 5.0 rating #### Lowest rated features - Proposal Generation: 4.0 rating - Quotes/Estimates: 4.0 rating ### Gallery tab Ease of use: 4.5 out of 5 (25 reviews) #### Related review snippet Reviewer: Adam B. Reviewer details: Construction, Self-employed Published: June 28, 2021 > "Its has been very good i think its well priced and great professional easy to deliver proposal to the customer and like there is no ongoing subscirptions." ### Integrations tab Pylon connects with 4+ software tools. [See all integrations](https://www.capterra.com/p/217697/Pylon/#integrations) #### Most popular integrations - Mailchimp: 4.5 rating - Xero: 4.4 rating - MYOB Business: 3.9 rating - MYOB Acumatica: 4.1 rating --- ## EASA Rating: 4.3 out of 5 (14 reviews) Profile: [EASA](https://www.capterra.com/p/200515/EASA-CPQ/) Visible tabs: Overview, Features, Gallery ### Overview tab #### What is this product about? Converts existing, complex macro/VBA enabled Excel spreadsheets into secure and remotely accessible web apps eliminating Excel chaos. #### Rating breakdown - Ease of Use: 4.1 out of 5 - Customer Service: 4.8 out of 5 - Features: 4.1 out of 5 - Value for Money: 4.5 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: Not available Pricing details: Other, Per Year Free trial: No Free demo: Yes ### Features tab #### Highest rated features - Quotes/Estimates: 5.0 rating - Discount Management: 4.0 rating ### Gallery tab Ease of use: 4.1 out of 5 (14 reviews) --- ## Hover Rating: 4.8 out of 5 (59 reviews) Profile: [Hover](https://www.capterra.com/p/239375/HOVER/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Measure, design, and estimate all in one place. The construction and insurance platform used for millions of home improvement projects. #### Rating breakdown - Ease of Use: 4.8 out of 5 - Customer Service: 4.8 out of 5 - Features: 4.7 out of 5 - Value for Money: 4.5 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $999.00 Pricing details: Flat Rate, Per Year Free trial: Yes Free demo: Yes ### Features tab #### Most popular features - Billing & Invoicing: Not available - Pricing Management: Not available - Third-Party Integrations: Available - Activity Dashboard: Not available - Proposal Generation: Available - Electronic Signature: Not available - Electronic Payments: Not available - CRM: Available - Contact Management: Not available - Document Management: Available - Customizable Branding: Not available - Discount Management: Not available #### Feature-related review snippet Reviewer: MARCELLE J. Reviewer details: Construction, 1-10 employees Published: April 10, 2025 > "Pretty user friendly" ### Gallery tab Ease of use: 4.8 out of 5 (59 reviews) #### Related review snippet Reviewer: Chaz B. Reviewer details: Construction, 11-50 employees Published: April 15, 2025 > "It's great to be able to show a home owner what their house can look like with multiple different options, as well as the aid in measuring, especially on the parts of the house that aren't easily accessible." ### Integrations tab Hover connects with 18+ software tools. [See all integrations](https://www.capterra.com/p/239375/HOVER/#integrations) #### Most popular integrations - SketchUp: 4.5 rating - AccuLynx: 4.7 rating - JobNimbus: 3.5 rating - FollowUp CRM: 5.0 rating - CompanyCam: 5.0 rating - Builder Prime: 4.7 rating - Xactimate: 4.3 rating - One Click Contractor: 4.5 rating - FileTrac Evolve: 5.0 rating --- ## Anchor Rating: 5.0 out of 5 (30 reviews) Profile: [Anchor](https://www.capterra.com/p/10031400/Anchor/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Quote & Proposals that convert. Fast Easily create and send quotes that can be reviewed and signed from any device. #### Rating breakdown - Ease of Use: 4.8 out of 5 - Customer Service: 4.9 out of 5 - Features: 4.7 out of 5 - Value for Money: 4.9 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $5.00 Pricing details: Flat Rate, One Time Free trial: Yes Free demo: Yes ### Features tab #### Most popular features - Billing & Invoicing: Available - Pricing Management: Available - Third-Party Integrations: Available - Activity Dashboard: Available - Proposal Generation: Available - Electronic Signature: Available - Electronic Payments: Not available - CRM: Not available - Contact Management: Available - Document Management: Available - Customizable Branding: Available - Discount Management: Available ### Gallery tab Ease of use: 4.8 out of 5 (30 reviews) #### Related review snippet Reviewer: Jen W. Reviewer details: Accounting, 51-200 employees Published: February 25, 2026 > "We still have a ways to go, but right now the onboarding pains are heavily outweighed by ease of use and simplification of our processes." ### Integrations tab Anchor connects with 15+ software tools. [See all integrations](https://www.capterra.com/p/10031400/Anchor/#integrations) #### Most popular integrations - Slack: 4.7 rating - QuickBooks Enterprise: 4.5 rating - Gmail: 4.8 rating - QuickBooks Online: 4.9 rating - monday.com AI Work Platform: 4.6 rating - Xero: 4.4 rating #### Integrations-related review snippet Reviewer: M Katie H. Reviewer details: Accounting, Self-employed Published: August 19, 2025 > "It integrates nicely with the tech stack I use freeing me up from manual work." --- ## KonstructIQ Rating: 4.8 out of 5 (6 reviews) Profile: [KonstructIQ](https://www.capterra.com/p/10024163/KonstructIQ/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? AI quoting with instant proposals, live budgets, and QuickBooks integration. #### Rating breakdown - Ease of Use: 4.8 out of 5 - Customer Service: 4.8 out of 5 - Features: 4.5 out of 5 - Value for Money: 4.8 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $199.00 Pricing details: Flat Rate, Per Month Free trial: No Free demo: Yes ### Features tab #### Most popular features - Billing & Invoicing: Available - Pricing Management: Not available - Third-Party Integrations: Available - Activity Dashboard: Not available - Proposal Generation: Available - Electronic Signature: Not available - Electronic Payments: Not available - CRM: Not available - Contact Management: Not available - Document Management: Available - Customizable Branding: Not available - Discount Management: Not available ### Gallery tab Ease of use: 4.8 out of 5 (6 reviews) ### Integrations tab KonstructIQ connects with 1+ software tools. [See all integrations](https://www.capterra.com/p/10024163/KonstructIQ/#integrations) #### Most popular integrations - QuickBooks Bi-Directional Synchronizer: 5.0 rating --- ## LawnPro Rating: 4.6 out of 5 (188 reviews) Profile: [LawnPro](https://www.capterra.com/p/105508/LawnPro/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Cloud-based solution that provides lawn care software to do estimates, invoicing, scheduling, automated text messaging and more. #### Rating breakdown - Ease of Use: 4.5 out of 5 - Customer Service: 4.5 out of 5 - Features: 4.5 out of 5 - Value for Money: 4.7 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $39.00 Pricing details: Flat Rate, Per Month Free trial: Yes Free demo: Yes ### Features tab #### Highest rated features - Billing & Invoicing: 5.0 rating #### Feature-related review snippet Reviewer: Caddy J. Reviewer details: Building Materials, 1-10 employees Published: February 25, 2021 > "More vidoes explaining the features would be helpful." ### Gallery tab Ease of use: 4.5 out of 5 (188 reviews) #### Related review snippet Reviewer: Matthew M. Reviewer details: Construction, Self-employed Published: April 7, 2026 > "Excellent overall experience and really looking forward to continuing to grow my small business with them." ### Integrations tab LawnPro connects with 2+ software tools. [See all integrations](https://www.capterra.com/p/105508/LawnPro/#integrations) #### Most popular integrations - QuickBooks Online: 2.0 rating - Zapier: 4.7 rating --- ## Synchroteam Rating: 4.4 out of 5 (96 reviews) Profile: [Synchroteam](https://www.capterra.com/p/129634/Synchroteam/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Create accurate quotes and manage work orders with Synchroteam. Free trial in <1 min. Live support. #### Rating breakdown - Ease of Use: 4.4 out of 5 - Customer Service: 4.3 out of 5 - Features: 4.2 out of 5 - Value for Money: 4.3 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $49.00 Pricing details: Per User, Per Month Free trial: Yes Free demo: No ### Features tab #### Most popular features - Billing & Invoicing: Available - Pricing Management: Not available - Third-Party Integrations: Available - Activity Dashboard: Available - Proposal Generation: Not available - Electronic Signature: Available - Electronic Payments: Available - CRM: Available - Contact Management: Available - Document Management: Not available - Customizable Branding: Available - Discount Management: Not available #### Feature-related review snippet Reviewer: Ankit K. Reviewer details: Information Technology and Services, 11-50 employees Published: August 4, 2025 > "I also appreciate the client entrance, which, in effect, requires an interface and no login." ### Gallery tab Ease of use: 4.4 out of 5 (96 reviews) #### Related review snippet Reviewer: Antonio S. Reviewer details: Environmental Services, 1-10 employees Published: April 2, 2026 > "The scheduling and dispatching tools make daily operations much more efficient, and the mobile app keeps technicians well-connected in real time." ### Integrations tab Synchroteam connects with 11+ software tools. [See all integrations](https://www.capterra.com/p/129634/Synchroteam/#integrations) #### Most popular integrations - Microsoft Excel: 4.8 rating - QuickBooks Online: 4.3 rating - Zoho CRM: 4.3 rating - Dynamics 365: 4.4 rating - Google Calendar: 4.0 rating - Stripe: 5.0 rating #### Integrations-related review snippet Reviewer: Britney G. Reviewer details: Automotive, 51-200 employees Published: October 24, 2021 > "This is the only software that I found that could handle the range of locations and the variety of projects we do, while also integrating with our finance software via API." --- ## PandaDoc Rating: 4.5 out of 5 (1,256 reviews) Profile: [PandaDoc](https://www.capterra.com/p/131735/PandaDoc/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? PandaDoc is an all-in-one tool to generate, customize, send, track, and eSign Quotes and other business documents quickly and easily. #### Rating breakdown - Ease of Use: 4.4 out of 5 - Customer Service: 4.3 out of 5 - Features: 4.3 out of 5 - Value for Money: 4.2 out of 5 #### Pros and cons based on reviews Pros: - Streamlined proposal creation workflow - Efficient diGital document signing Cons: - Cumbersome document management tasks - Email delivery and spam issues #### Starting price Starting price: $19.00 Pricing details: Per User, Per Month Free trial: Yes Free demo: Yes ### Features tab #### Highest rated features - Electronic Signature: 4.9 rating - Customizable Fields: 4.8 rating - Document Management: 4.5 rating - Quotes/Estimates: 4.6 rating #### Lowest rated features - Pricing Management: 4.5 rating - Third-Party Integrations: 4.6 rating - API: 4.0 rating - Billing & Invoicing: 4.7 rating #### Feature-related review snippet Reviewer: Sauve G. Reviewer details: Insurance, 11-50 employees Published: June 18, 2026 > "Overall is a user friendly tool with sleek template design important for creating and signing documents digitally." ### Gallery tab Ease of use: 4.4 out of 5 (1,256 reviews) #### Related review snippet Reviewer: Arunmurugan S. Reviewer details: Biotechnology, 10,001+ employees Published: June 5, 2026 > "I also like the e sign functionality and the ability to see when recipients open or view a document." ### Integrations tab PandaDoc connects with 41+ software tools. [See all integrations](https://www.capterra.com/p/131735/PandaDoc/#integrations) #### Most popular integrations - PayPal: 4.6 rating - Dropbox: 5.0 rating - Salesforce Sales Cloud: 4.3 rating - Box: 4.4 rating - HubSpot CRM: 4.7 rating - Zapier: 4.7 rating #### Integrations-related review snippet Reviewer: Verified Reviewer Reviewer details: Information Technology and Services, 11-50 employees Published: September 22, 2025 > "It’s reliable, integrates smoothly with Google Drive, and offers great customization options." --- ## Odoo Rating: 4.2 out of 5 (1,317 reviews) Profile: [Odoo ](https://www.capterra.com/p/135618/Odoo/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Fully integrated, automated, and easy-to-use interface designed to help users sell faster, communicate quicker, and maximize profits. #### Rating breakdown - Ease of Use: 4.0 out of 5 - Customer Service: 3.9 out of 5 - Features: 4.2 out of 5 - Value for Money: 4.1 out of 5 #### Pros and cons based on reviews Pros: - Highly adaptable business solution - Customizable open-source foundation Cons: - Frequent bugs and reliability concerns - Payment and billing frustrations #### Starting price Starting price: $31.10 Pricing details: Per User, Per Month Free trial: Yes Free demo: No ### Features tab #### Highest rated features - Quotes/Estimates: 5.0 rating - Billing & Invoicing: 4.0 rating - Contact Management: 4.5 rating - Reporting & Statistics: 5.0 rating #### Lowest rated features - CRM: 3.0 rating - Document Management: 2.0 rating - Calendar Management: 3.0 rating - Electronic Signature: 3.0 rating #### Feature-related review snippet Reviewer: Patrick K. Reviewer details: Construction, 11-50 employees Published: June 13, 2026 > "The modern interface makes navigation pleasant for my entire team." ### Gallery tab Ease of use: 4.0 out of 5 (1,317 reviews) #### Related review snippet Reviewer: Patrick K. Reviewer details: Construction, 11-50 employees Published: June 13, 2026 > "The interconnection between applications is flawless: when a sale is validated, the inventory updates automatically, and the invoice is generated in a single click." ### Integrations tab Odoo connects with 14+ software tools. [See all integrations](https://www.capterra.com/p/135618/Odoo/#integrations) #### Most popular integrations - Google Docs: 4.8 rating - PayPal: 4.3 rating - Instagram: 4.7 rating - Stripe: 4.3 rating - Zapier: 4.7 rating - Microsoft Outlook: 4.3 rating #### Integrations-related review snippet Reviewer: Ryan P. Reviewer details: Design, 1-10 employees Published: March 2, 2026 > "Instead of piecing together multiple tools, Odoo integrates key business functions in one system which can simplify workflows and reduce tool sprawl." --- ## Keap Rating: 4.1 out of 5 (1,298 reviews) Profile: [Keap](https://www.capterra.com/p/76390/Infusionsoft/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? The smarter way for small businesses to do great work. Keap helps businesses organize client information and daily work in one place. #### Rating breakdown - Ease of Use: 3.6 out of 5 - Customer Service: 4.0 out of 5 - Features: 4.1 out of 5 - Value for Money: 3.8 out of 5 #### Pros and cons based on reviews Pros: - Comprehensive marketing automation platform - Advanced email campaign builder Cons: - Frequent bugs and technical problems - Limited and complex reporting features #### Starting price Starting price: $299.00 Pricing details: Usage Based, Per Month Free trial: Yes Free demo: No ### Features tab #### Highest rated features - Contact Management: 4.5 rating - Quotes/Estimates: 4.5 rating - Customizable Fields: 4.0 rating - Customer History: 3.0 rating #### Feature-related review snippet Reviewer: Karen R. Reviewer details: Capital Markets, 1-10 employees Published: June 10, 2024 > "Their wordpress plugin used to work great, even though you could not modify the visual effect of the optin box without programming, at least it connected into the database, until it did not. " ### Gallery tab Ease of use: 3.6 out of 5 (1,298 reviews) #### Related review snippet Reviewer: David V. Reviewer details: Information Technology and Services, 11-50 employees Published: January 13, 2026 > "Keap is great for providing an all encompassing solution for customer outreach and management as well as email service for small and medium sized businesses." ### Integrations tab Keap connects with 75+ software tools. [See all integrations](https://www.capterra.com/p/76390/Infusionsoft/#integrations) #### Most popular integrations - Slack: 4.7 rating - Gmail: 5.0 rating - QuickBooks Online: 3.5 rating - Zendesk Suite: 4.4 rating - Zapier: 4.6 rating - Microsoft Outlook: 4.5 rating #### Integrations-related review snippet Reviewer: Verified Reviewer Reviewer details: Civil Engineering, 501-1,000 employees Published: March 3, 2023 > "The platform also integrates with a range of other software tools, including Zapier and QuickBooks, to help businesses streamline their workflows." --- ## Bitrix24 Rating: 4.2 out of 5 (998 reviews) Profile: [Bitrix24](https://www.capterra.com/p/113540/Bitrix24/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Bitrix24 is #1 free CRM with built in quotes and invoices. Unlimited quotes and invoices 100% free. 15 million clients worldwide. #### Rating breakdown - Ease of Use: 4.0 out of 5 - Customer Service: 4.0 out of 5 - Features: 4.3 out of 5 - Value for Money: 4.2 out of 5 #### Pros and cons based on reviews Pros: - Integrated team communication tools - Comprehensive team collaboration platform Cons: - Delayed and limited customer support - Frequent bugs and technical issues #### Starting price Starting price: $69.00 Pricing details: Flat Rate, Per Month Free trial: Yes Free demo: No ### Features tab #### Most popular features - Billing & Invoicing: Available - Pricing Management: Available - Third-Party Integrations: Available - Activity Dashboard: Available - Proposal Generation: Available - Electronic Signature: Available - Electronic Payments: Not available - CRM: Available - Contact Management: Available - Document Management: Available - Customizable Branding: Available - Discount Management: Available #### Feature-related review snippet Reviewer: Verified Reviewer Reviewer details: Non-Profit Organization Management, 11-50 employees Published: December 4, 2025 > "The user interace was mostly intuitive and easy to use." ### Gallery tab Ease of use: 4.0 out of 5 (998 reviews) #### Related review snippet Reviewer: Ramadhan A. Reviewer details: Education Management, 11-50 employees Published: June 25, 2026 > "Bitrix24 provides a comprehensive set of tools for collaboration, task management, communication, and workflow coordination in a single platform." ### Integrations tab Bitrix24 connects with 83+ software tools. [See all integrations](https://www.capterra.com/p/113540/Bitrix24/#integrations) #### Most popular integrations - Dropbox: 4.5 rating - Gmail: 4.7 rating - Docusign: 5.0 rating - Box: 4.4 rating - Google Calendar: 4.8 rating - Microsoft Outlook: 4.5 rating #### Integrations-related review snippet Reviewer: Verified Reviewer Reviewer details: Building Materials, 10,001+ employees Published: April 13, 2026 > "We can recommend viasocket as a convenient and flexible no/low-code solution for configuring integrations between business applications." --- ## JobBOSS² Rating: 4.2 out of 5 (865 reviews) Profile: [JobBOSS²](https://www.capterra.com/p/219273/JobBOSS/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? JobBOSS² helps job shops eliminate waste, smash bottlenecks, and boost profitability with a seamless, all-in-one solution. #### Rating breakdown - Ease of Use: 4.1 out of 5 - Customer Service: 4.4 out of 5 - Features: 4.0 out of 5 - Value for Money: 4.1 out of 5 #### Pros and cons based on reviews Pros: - Responsive knowledgeable assistance - Intuitive and simple navigation Cons: - Frequent glitches and errors - Challenging and inflexible scheduling #### Starting price Starting price: Not available Pricing details: Per User, Per Year Free trial: No Free demo: No ### Features tab #### Highest rated features - Billing & Invoicing: 3.8 rating - Quotes/Estimates: 3.6 rating - Pricing and Cost Calculations: 3.3 rating - Price/Margin Management: 1.0 rating #### Lowest rated features - Proposal Generation: 1.0 rating ### Gallery tab Ease of use: 4.1 out of 5 (865 reviews) #### Related review snippet Reviewer: Cody C. Reviewer details: Machinery, 1-10 employees Published: October 25, 2024 > "The best feature for us in JobBOSS² is how it flows through the system - from estimating to actually creating an order to shipping to receiving to billing." ### Integrations tab JobBOSS² connects with 15+ software tools. [See all integrations](https://www.capterra.com/p/219273/JobBOSS/#integrations) #### Most popular integrations - Stripe: 4.6 rating - AutoCAD: 4.7 rating - Paychex Flex: 4.2 rating - QuickBooks Online Advanced: 4.5 rating - SolidWorks Premium: 4.6 rating - Sage Accounting: 4.1 rating - FedEx Ship Manager: 4.4 rating - CenterPoint Payroll: 4.4 rating - StreetWise CADlink: 5.0 rating --- ## mHelpDesk Rating: 4.3 out of 5 (824 reviews) Profile: [mHelpDesk](https://www.capterra.com/p/77264/mHelpDesk/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? The fastest, easiest, and highest value Quoting Software. Automate everything from customer estimates to getting paid. #### Rating breakdown - Ease of Use: 4.3 out of 5 - Customer Service: 4.4 out of 5 - Features: 4.0 out of 5 - Value for Money: 3.9 out of 5 #### Pros and cons based on reviews Pros: - Accessible learning and navigation - Extensive customization options Cons: - Persistent bugs and glitches - Frequent slowdowns and lag #### Starting price Starting price: Not available Pricing details: Other Free trial: Yes Free demo: No ### Features tab #### Highest rated features - Billing & Invoicing: 5.0 rating - Quotes/Estimates: 4.0 rating - Customer History: 3.0 rating - Client Portal: 1.0 rating #### Lowest rated features - Email Management: 1.0 rating ### Gallery tab Ease of use: 4.3 out of 5 (824 reviews) #### Related review snippet Reviewer: Mohamed H. Reviewer details: Airlines/Aviation, 201-500 employees Published: May 16, 2025 > "Working with mHelpDesk is generally smooth and efficient, offering a user-friendly experience with powerful tools for managing field service tasks" ### Integrations tab mHelpDesk connects with 14+ software tools. [See all integrations](https://www.capterra.com/p/77264/mHelpDesk/#integrations) #### Most popular integrations - PayPal: 4.6 rating - Mailchimp: 4.5 rating - Google Workspace: 4.7 rating - WordPress: 4.6 rating - QuickBooks Online: 5.0 rating - Google Analytics 360: 4.7 rating - Google Calendar: 5.0 rating - Stripe: 4.6 rating - QuickBooks Online Advanced: 4.4 rating --- ## Abby Rating: 4.7 out of 5 (604 reviews) Profile: [Abby](https://www.capterra.com/p/268623/Abby/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Application that simplifies the management of micro-enterprises (invoicing, accounting, remote declaration, productivity) #### Rating breakdown - Ease of Use: 4.7 out of 5 - Customer Service: 4.7 out of 5 - Features: 4.6 out of 5 - Value for Money: 4.7 out of 5 #### Pros and cons based on reviews Pros: - Intuitive and ergonomic design - Supportive for self-employed entrepreneurs Cons: - Frequent technical glitches and delays #### Starting price Starting price: €0.01 Pricing details: Flat Rate, Per Month Free trial: Yes Free demo: No ### Features tab #### Highest rated features - Quotes/Estimates: 4.4 rating - Billing & Invoicing: 4.6 rating - Document Management: 4.5 rating - API: 4.0 rating ### Gallery tab Ease of use: 4.7 out of 5 (604 reviews) #### Related review snippet Reviewer: Marek T. Reviewer details: Financial Services, 1-10 employees Published: May 22, 2023 > "She was always responsive and attentive, providing prompt and helpful assistance." ### Integrations tab Abby connects with 3+ software tools. [See all integrations](https://www.capterra.com/p/268623/Abby/#integrations) #### Most popular integrations - Stripe: 5.0 rating - Make: 4.5 rating - Yousign: 3.8 rating --- ## PayPal Invoicing Rating: 4.7 out of 5 (595 reviews) Profile: [PayPal Invoicing](https://www.capterra.com/p/179253/PayPal-Invoicing/) Visible tabs: Overview, Features, Gallery ### Overview tab #### What is this product about? Get paid faster when you send free professional, customizable invoices that make it easy for customers to pay. #### Rating breakdown - Ease of Use: 4.7 out of 5 - Customer Service: 4.4 out of 5 - Features: 4.7 out of 5 - Value for Money: 4.6 out of 5 #### Pros and cons based on reviews Pros: - Flexible and customizable invoicing - Intuitive and simple workflow Cons: - Slow and unhelpful customer service - High transaction and service fees #### Starting price Starting price: Not available Free trial: No Free demo: No ### Features tab #### Highest rated features - Billing & Invoicing: 4.7 rating - Pricing and Cost Calculations: 5.0 rating - Email Management: 4.3 rating - Quotes/Estimates: 5.0 rating #### Lowest rated features - Template Management: 4.5 rating - API: 5.0 rating - Reminders: 5.0 rating #### Feature-related review snippet Reviewer: Verified Reviewer Reviewer details: Construction, Self-employed Published: September 15, 2025 > "The platform is easy to use and easy to navigate." ### Gallery tab Ease of use: 4.7 out of 5 (595 reviews) #### Related review snippet Reviewer: Elizabeth W. Reviewer details: Retail, 5,001-10,000 employees Published: November 13, 2025 > "What I like most about Paypal Invoicing is that it's a recognized brand; you can save customer information, just by searching for them with an email address; I can keep track of sent invoices and their status, whether they have been paid or not." --- Page 1 of 10 ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Filter (453) Products: Sort By: Featured Partners * * * Plan Type Free Trial Popular 85% of professionals opt for a 30-day trial before the software purchase Other subsciption plans: Free Version Monthly Subscription Annual Subscription One-Time License Key Features All key features Popular We have selected the most important and critical features as defined by Capterra user reviews Activity Dashboard AI Copilot Automated Quoting Billing & Invoicing Catalog Management Client Portal Contact Management Contract/License Management CRM Customizable Branding Discount Management Document Management Drag & Drop Electronic Payments Electronic Signature Estimating Generative AI Pricing Management Proposal Generation Reminders Third-Party Integrations Deployment Cloud, SaaS, Web-Based Desktop Mac Desktop Windows Desktop Linux On-Premise Windows On-Premise Linux Desktop Chromebook Mobile Android Mobile iPhone Mobile iPad Related Software Category: [CPQ Software](https://www.capterra.com/cpq-software/)[Proposal Management Software](https://www.capterra.com/proposal-management-software/)[Sales Force Automation Software](https://www.capterra.com/sales-force-automation-software/)[Sales Tracking Software](https://www.capterra.com/sales-tracking-software/)[Sales Forecasting Software](https://www.capterra.com/sales-forecasting-software/)[RFP Software](https://www.capterra.com/rfp-software/)[Sales Performance Management Software](https://www.capterra.com/sales-performance-management-software/)[Commission Software](https://www.capterra.com/commission-software/) I'm looking for Quoting Software that is: [Free](https://www.capterra.com/quoting-software/s/free/) Table of Contents - [The benefits of quoting software](#the-benefits-of-quoting-software) - [Typical features of quoting tool](#typical-features-of-quoting-tool) - [The cost of quoting system](#the-cost-of-quoting-system) - [Considerations when purchasing quoting tool](#considerations-when-purchasing-quoting-tool) - [Relevant quoting software trends](#relevant-quoting-software-trends) ## What is quoting software? [Quoting software](https://www.capterra.com/quoting-software/) automates the process of creating and sending formal quotations or proposals to potential clients and customers. It leverages product catalog, pre-defined pricing rules, and customizable templates to automatically create professional-looking invoices, eliminating the need for repetitive tasks such as data entry and calculations. Moreover, it ensures consistency across all your business's quotes which boosts credibility with clients. ## What are the core features of quoting software? - **Pricing and cost calculations**: Automate the process of calculating costs and generating price quotes for products or services. This feature factors in variables such as material costs, labor, volume discounts, and taxes to generate accurate price quotes.  - **Quotes and estimates**: Create and send detailed price proposals to potential customers. It simplifies generating accurate quotes by automatically incorporating product details, pricing, and customer data, often through customizable templates. Additionally, it provides real-time updates on quote status, automatically converts accepted quotes to invoices, and enables customers to accept quotes directly online. - **Quote template management**: Leverage pre-designed formats to create professional quotes and estimates to maintain consistency and save time. These quote templates support customization, allowing you to personalize them to align with your branding guidelines and business needs. ## What are the benefits of using quoting software? - **Efficient quoting process**: Quote software automates the compilation of necessary details such as pricing, product descriptions, and customer data into a coherent quote. This process reduces the manual effort involved, reducing the time it takes to generate quotes from hours to minutes. The quote software's ability to access and integrate information quickly ensures that quotes are produced faster, enhancing productivity. - **Enhances accuracy in pricing**: Quotation software leverages the latest pricing data to compute costs and prices. It prevents the common errors associated with manual pricing, such as oversight or the use of outdated information. The software also handles complex pricing scenarios, such as tiered pricing structures or promotional discounts, ensuring every quote is accurate and consistent.  - **Reduces sales cycle time**: Online quoting tools simplify the process of generating and sending quotes to potential customers. Automating the creation of detailed and accurate quotes allows the sales team to respond to inquiries quickly. This quick turnaround shortens the time from initial customer interest to final agreement. Besides, the software often includes features for online quote approval, enabling customers to accept proposals faster. ## What are the potential issues with quoting software? - **Data privacy issues**: Data privacy issues in a proposal software solution can occur when sensitive information, such as customer details, pricing strategies, sales quotes, and financial data, are inadequately protected. This can lead to unauthorized access, data breaches, and potential loss of customer trust. Ensuring robust security measures, such as encryption, secure access protocols, and compliance with data protection regulations is crucial. - **Limited customization options**: If a quoting tool doesn't allow you to tailor features, templates, or workflows according to your business needs, it may not support optimal operation or brand consistency. This can result in less efficient operations, potential miscommunication in quotes, and a need for additional manual adjustments, undermining software’s effectiveness and potentially impacting customer satisfaction and business scalability. - **Inaccurate data entry**: Inaccurate data entry in quoting software can lead to pricing and proposal details errors, potentially resulting in financial losses and customer dissatisfaction. When data such as product specifications, pricing, or customer information is entered incorrectly, either manually or through erroneous imports from other systems, it can compromise the accuracy of quotes. This will affect the immediate sales process by requiring additional time to correct errors and harm the business’s credibility and customer relationships. ## How much does quoting software cost? Most quoting tools are priced on "per month" basis, and their entry-level pricing plan ranges from **$15 to $249+ per month\***. An enterprise quoting solution priced higher may include additional features such as activity dashboard, calendar management, client portal, and workflow management. _\*The pricing included is for the entry-level/lowest-priced offerings found on vendor websites as of June 4, 2024._ ## What is quoting software used for? A quoting platform primarily simplifies the creation and management of sales quotes. However, this software can have multiple use cases based on the data fed into the system and the tool's features leveraged. Some of them are: - **Cost tracking**: Quoting software enables you to track costs associated with specific projects or clients, helping you manage budgets more effectively. Using this feature allows you to identify areas where you are overspending, adjust your pricing strategies accordingly, and ensure that each quote reflects the true cost of service or product delivery. - **Automated follow-ups**: Quoting software can automate follow-up reminders for your quotes, ensuring you never miss an opportunity to close a sale. Automated reminders help you maintain consistent communication with potential clients, increasing the likelihood of converting quotes into sales without additional effort on your part. - **Customization and branding**: Quoting software allows you to customize and brand your quotes, aligning them with your business's identity. You can add your logo, use business colors, and format the layout to make your quotes more professional and recognizable, strengthening your brand's presence in all client interactions. ## Which software tools integrate with quoting software? A quoting tool integrates with various solutions. We looked across thousands of reviews from the software users to identify the products users frequently mentioned they integrated with their tools: - Docusign is a [digital signature management software](https://www.capterra.com/digital-signature-software/). Integrating a quoting tool with Docusign allows you to quickly sign and authorize contracts and invoices.  - QuickBooks Online is an [accounting software](https://www.capterra.com/accounting-software/). Integrating it with a quotation software solution facilitates financial data synchronization between the system, supporting financial management.  - Salesforce Sales Cloud is a [customer relationship management (CRM) software](https://www.capterra.com/customer-relationship-management-software/) solution. Integrating it with a quoting solution allows you to manage your leads, track customer interactions, and monitor marketing campaigns. - Stripe is a [payment processing tool](https://www.capterra.com/payment-processing-software/). Integration with Stripe allows you to accept payments via credit and debit cards and other payment methods, including net banking. - Zapier is an [integration software](https://www.capterra.com/integration-software/) solution. It allows you to integrate your quoting software with several other software applications supported by Zapier and automate business processes.  _We identified these integrations mentioned most often in verified reviews of quoting software published on Capterra within the past two years (as of June 4, 2024)._ ## Key considerations when purchasing quoting software - **Consider multi-currency and multi-language support**. A quoting tool with multi-currency and multi-language support helps cater to a global customer base. It efficiently processes transactions across different countries and ensures the quotes are accurate for international clients. It facilitates smoother negotiations, builds trust, and enhances customer experience. - **Analyze the quality of reporting analytics**. Reporting analytics provide insights into sales performance, customer behavior, and market trends. High-quality analytics helps make informed decisions, optimize sales strategies, and identify areas of improvement. They enable tracking for quote conversion rates, average deal sizes, and customer engagement levels. Effective analytics contribute to better forecasting, resource allocation, and enhanced profitability. - **Assess the learning curve**. A features-loaded quoting tool with complex navigation might require dedicated training for employees to use it effectively, increasing the software adoption time and cost. On the other hand, a user-friendly quoting tool ensures employees can get started as quickly as possible, keeping the business process running smoothly. * * * **Source** Products evaluated for the pricing calculation were taken from Capterra’s [quoting software](https://www.capterra.com/quoting-software/) directory. The pricing ranges exclude freemium versions of the products. The features highlighted were identified based on their relevance and the percentage of products in Capterra’s directory that offer them. **Disclaimer:** This quoting software buyers guide was authored by Capterra’s content team. We develop our guides using the author’s expertise, insights from 2M+ unique user reviews, and our proprietary data science algorithms to identify trends in user sentiment, preferences, and priorities. Some text was generated with assistance from AI tools.