# Best Quoting Software 2026 | Capterra > 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: https://www.capterra.com/quoting-software --- # Best Quoting Software Last updated on April 20, 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 April 20, 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) [4.4 (81)](https://www.capterra.com/p/265484/Salesforce-Revenue-Cloud/reviews/) [Capterra Shortlist](https://www.capterra.com/quoting-software/shortlist/) Streamline quoting, pricing, and contracting with Salesforce CPQ to close deals faster and drive revenue growth. [Learn more about Salesforce Revenue Cloud](https://www.capterra.com/p/265484/Salesforce-Revenue-Cloud/) Quoting features reviewers most value Activity Dashboard Billing & Invoicing Contact Management CRM Electronic Payments Electronic Signature Pricing Management Proposal Generation Third-Party Integrations [4.6 (21)](https://www.capterra.com/p/160099/KBMax-3D-CPQ/reviews/) Epicor CPQ generates quotes for complex, configurable products in real-time. Pricing is dynamic, maximizing the margin from every deal  [Learn more about Epicor CPQ](https://www.capterra.com/p/160099/KBMax-3D-CPQ/) Quoting features reviewers most value Activity Dashboard Billing & Invoicing Contact Management CRM Electronic Payments Electronic Signature Pricing Management Proposal Generation Third-Party Integrations [3.7 (73)](https://www.capterra.com/p/102928/EZLynx/reviews/) EZLynx provides innovative insurance software that streamlines your agency’s workflow and manages the end-to-end policy lifecycle.  [Learn more about EZLynx](https://www.capterra.com/p/102928/EZLynx/) Quoting features reviewers most value Activity Dashboard Billing & Invoicing Contact Management CRM Electronic Payments Electronic Signature Pricing Management Proposal Generation Third-Party Integrations 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. [5.0 (2)](https://www.capterra.com/p/161502/Facton-EPC-Suite/#reviews) Digital software solutions for automated processes in product costing and transparency in the product life cycle. [Learn more about FACTON EPC](https://www.capterra.com/p/161502/Facton-EPC-Suite/) Quoting features reviewers most value Activity Dashboard Billing & Invoicing Contact Management CRM Electronic Payments Electronic Signature Pricing Management Proposal Generation Third-Party Integrations [4.4 (3281)](https://www.capterra.com/p/120109/Xero/reviews/) [Capterra Shortlist](https://www.capterra.com/quoting-software/shortlist/) Follow up on every opportunity and win new business by creating professional, customisable, online quotes or estimates on the spot. [Learn more about Xero](https://www.capterra.com/p/120109/Xero/) Quoting features reviewers most value Activity Dashboard Billing & Invoicing Contact Management CRM Electronic Payments Electronic Signature Pricing Management Proposal Generation Third-Party Integrations [4.4 (95)](https://www.capterra.com/p/129634/Synchroteam/reviews/) [Capterra Shortlist](https://www.capterra.com/quoting-software/shortlist/) Create accurate quotes and manage work orders with Synchroteam. Free trial in <1 min. Live support. [Learn more about Synchroteam](https://www.capterra.com/p/129634/Synchroteam/) Quoting features reviewers most value Activity Dashboard Billing & Invoicing Contact Management CRM Electronic Payments Electronic Signature Pricing Management Proposal Generation Third-Party Integrations [4.8 (5)](https://www.capterra.com/p/10024163/KonstructIQ/#reviews) AI quoting with instant proposals, live budgets, and QuickBooks integration. [Learn more about KonstructIQ](https://www.capterra.com/p/10024163/KonstructIQ/) Quoting features reviewers most value Activity Dashboard Billing & Invoicing Contact Management CRM Electronic Payments Electronic Signature Pricing Management Proposal Generation Third-Party Integrations [4.3 (14)](https://www.capterra.com/p/200515/EASA-CPQ/reviews/) Converts existing, complex macro/VBA enabled Excel spreadsheets into secure and remotely accessible web apps eliminating Excel chaos. [Learn more about EASA](https://www.capterra.com/p/200515/EASA-CPQ/) Quoting features reviewers most value Activity Dashboard Billing & Invoicing Contact Management CRM Electronic Payments Electronic Signature Pricing Management Proposal Generation Third-Party Integrations [4.2 (1297)](https://www.capterra.com/p/135618/Odoo/reviews/) Fully integrated, automated, and easy-to-use interface designed to help users sell faster, communicate quicker, and maximize profits. [Learn more about Odoo](https://www.capterra.com/p/135618/Odoo/) Quoting features reviewers most value Activity Dashboard Billing & Invoicing Contact Management CRM Electronic Payments Electronic Signature Pricing Management Proposal Generation Third-Party Integrations [4.5 (1243)](https://www.capterra.com/p/131735/PandaDoc/reviews/) [Capterra Shortlist](https://www.capterra.com/quoting-software/shortlist/) PandaDoc is an all-in-one tool to generate, customize, send, track, and eSign Quotes and other business documents quickly and easily. [Learn more about PandaDoc](https://www.capterra.com/p/131735/PandaDoc/) Quoting features reviewers most value Activity Dashboard Billing & Invoicing Contact Management CRM Electronic Payments Electronic Signature Pricing Management Proposal Generation Third-Party Integrations [4.8 (59)](https://www.capterra.com/p/239375/HOVER/reviews/) Measure, design, and estimate all in one place. The construction and insurance platform used for millions of home improvement projects. [Learn more about Hover](https://www.capterra.com/p/239375/HOVER/) Quoting features reviewers most value Activity Dashboard Billing & Invoicing Contact Management CRM Electronic Payments Electronic Signature Pricing Management Proposal Generation Third-Party Integrations [4.8 (21)](https://www.capterra.com/p/119222/iQuote-Xpress/reviews/) Create professional quotes fast. Starting at $39 a seat, IQX includes quote templates, product/pricing config, free support, & more. [Learn more about iQuoteXpress](https://www.capterra.com/p/119222/iQuote-Xpress/) Quoting features reviewers most value Activity Dashboard Billing & Invoicing Contact Management CRM Electronic Payments Electronic Signature Pricing Management Proposal Generation Third-Party Integrations [4.9 (61)](https://www.capterra.com/p/81783/Compulife-Quote-Software/reviews/) Life insurance quoting tool that helps agents create quotes for their clients via their websites, mobile devices, & PCs. [Learn more about Compulife Quote Software](https://www.capterra.com/p/81783/Compulife-Quote-Software/) Quoting features reviewers most value Activity Dashboard Billing & Invoicing Contact Management CRM Electronic Payments Electronic Signature Pricing Management Proposal Generation Third-Party Integrations [## Jobber](https://www.capterra.com/p/127994/Jobber/) [4.6 (1420)](https://www.capterra.com/p/127994/Jobber/reviews/) [Capterra Shortlist](https://www.capterra.com/quoting-software/shortlist/) Join over 250K home service pros using Jobber. Organize your business, win more jobs, and get paid 4X faster. Get started today. [Learn more about Jobber](https://www.capterra.com/p/127994/Jobber/) Quoting features reviewers most value Activity Dashboard Billing & Invoicing Contact Management CRM Electronic Payments Electronic Signature Pricing Management Proposal Generation Third-Party Integrations 80% recommend this product [## Keap](https://www.capterra.com/p/76390/Infusionsoft/) [4.1 (1298)](https://www.capterra.com/p/76390/Infusionsoft/reviews/) [Capterra Shortlist](https://www.capterra.com/quoting-software/shortlist/) The smarter way for small businesses to do great work. Keap helps businesses organize client information and daily work in one place. [Learn more about Keap](https://www.capterra.com/p/76390/Infusionsoft/) Quoting features reviewers most value Activity Dashboard Billing & Invoicing Contact Management CRM Electronic Payments Electronic Signature Pricing Management Proposal Generation Third-Party Integrations [## Bitrix24](https://www.capterra.com/p/113540/Bitrix24/) [4.2 (986)](https://www.capterra.com/p/113540/Bitrix24/reviews/) [Capterra Shortlist](https://www.capterra.com/quoting-software/shortlist/) Bitrix24 is #1 free CRM with built in quotes and invoices. Unlimited quotes and invoices 100% free. 15 million clients worldwide. [Learn more about Bitrix24](https://www.capterra.com/p/113540/Bitrix24/) Quoting features reviewers most value Activity Dashboard Billing & Invoicing Contact Management CRM Electronic Payments Electronic Signature Pricing Management Proposal Generation Third-Party Integrations [## JobBOSS²](https://www.capterra.com/p/219273/JobBOSS/) [4.2 (865)](https://www.capterra.com/p/219273/JobBOSS/reviews/) JobBOSS² helps job shops eliminate waste, smash bottlenecks, and boost profitability with a seamless, all-in-one solution. [Learn more about JobBOSS²](https://www.capterra.com/p/219273/JobBOSS/) Quoting features reviewers most value Activity Dashboard Billing & Invoicing Contact Management CRM Electronic Payments Electronic Signature Pricing Management Proposal Generation Third-Party Integrations [## mHelpDesk](https://www.capterra.com/p/77264/mHelpDesk/) [4.3 (824)](https://www.capterra.com/p/77264/mHelpDesk/reviews/) The fastest, easiest, and highest value Quoting Software. Automate everything from customer estimates to getting paid. [Learn more about mHelpDesk](https://www.capterra.com/p/77264/mHelpDesk/) Quoting features reviewers most value Activity Dashboard Billing & Invoicing Contact Management CRM Electronic Payments Electronic Signature Pricing Management Proposal Generation Third-Party Integrations [## Abby](https://www.capterra.com/p/268623/Abby/) [4.7 (603)](https://www.capterra.com/p/268623/Abby/reviews/) Application that simplifies the management of micro-enterprises (invoicing, accounting, remote declaration, productivity) [Learn more about Abby](https://www.capterra.com/p/268623/Abby/) Quoting features reviewers most value Activity Dashboard Billing & Invoicing Contact Management CRM Electronic Payments Electronic Signature Pricing Management Proposal Generation Third-Party Integrations 87% recommend this product [## PayPal Invoicing](https://www.capterra.com/p/179253/PayPal-Invoicing/) [4.7 (594)](https://www.capterra.com/p/179253/PayPal-Invoicing/reviews/) Get paid faster when you send free professional, customizable invoices that make it easy for customers to pay. [Learn more about PayPal Invoicing](https://www.capterra.com/p/179253/PayPal-Invoicing/) Quoting features reviewers most value Activity Dashboard Billing & Invoicing Contact Management CRM Electronic Payments Electronic Signature Pricing Management Proposal Generation Third-Party Integrations 85% recommend this product [## JobNimbus](https://www.capterra.com/p/126797/JobNimbus/) [4.6 (481)](https://www.capterra.com/p/126797/JobNimbus/reviews/) All-in-one roofing software that helps contractors work smarter, move faster, and grow their business from lead to payment. [Learn more about JobNimbus](https://www.capterra.com/p/126797/JobNimbus/) Quoting features reviewers most value Activity Dashboard Billing & Invoicing Contact Management CRM Electronic Payments Electronic Signature Pricing Management Proposal Generation Third-Party Integrations 86% recommend this product [## FieldPulse](https://www.capterra.com/p/153475/FieldPulse/) [4.6 (422)](https://www.capterra.com/p/153475/FieldPulse/reviews/) [Capterra Shortlist](https://www.capterra.com/quoting-software/shortlist/) Learn why thousands of service companies choose FieldPulse to generate and manage quotes that sell.  [Learn more about FieldPulse](https://www.capterra.com/p/153475/FieldPulse/) Quoting features reviewers most value Activity Dashboard Billing & Invoicing Contact Management CRM Electronic Payments Electronic Signature Pricing Management Proposal Generation Third-Party Integrations [## Qwilr](https://www.capterra.com/p/143254/Qwilr/) [4.6 (385)](https://www.capterra.com/p/143254/Qwilr/reviews/) Qwilr is a document design and automation tool for sales teams, including e-sign, analytics and smart integrations. [Learn more about Qwilr](https://www.capterra.com/p/143254/Qwilr/) Quoting features reviewers most value Activity Dashboard Billing & Invoicing Contact Management CRM Electronic Payments Electronic Signature Pricing Management Proposal Generation Third-Party Integrations 84% recommend this product [## Sage 100](https://www.capterra.com/p/227232/Sage-100cloud/) [4.1 (370)](https://www.capterra.com/p/227232/Sage-100cloud/reviews/) Enterprise resource planning solution that helps small and mid-sized businesses automate financial operations and payroll processes. [Learn more about Sage 100](https://www.capterra.com/p/227232/Sage-100cloud/) Quoting features reviewers most value Activity Dashboard Billing & Invoicing Contact Management CRM Electronic Payments Electronic Signature Pricing Management Proposal Generation Third-Party Integrations [## ServiceM8](https://www.capterra.com/p/110711/ServiceM8/) [4.5 (311)](https://www.capterra.com/p/110711/ServiceM8/reviews/) The smart app helping trade contractors & service businesses to cut paperwork, get more jobs done & provide amazing customer service. [Learn more about ServiceM8](https://www.capterra.com/p/110711/ServiceM8/) Quoting features reviewers most value Activity Dashboard Billing & Invoicing Contact Management CRM Electronic Payments Electronic Signature Pricing Management Proposal Generation Third-Party Integrations 87% recommend this product Page 1 of 15 Filter (375) Products: Sort By: Sponsored * * * 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.