Meta Description: Discover the top 10 quoting software tools for 2025! Compare features, pros, cons, and pricing to find the best quoting software for your business needs.
Introduction
In 2025, quoting software, also known as Configure-Price-Quote (CPQ) software, is a critical tool for businesses aiming to streamline their sales processes. These platforms enable sales teams to generate accurate, professional quotes and proposals quickly, reducing manual errors and accelerating deal closures. With the rise of remote work, digital collaboration, and complex pricing models, quoting software has become indispensable for businesses of all sizes, from freelancers to large enterprises. The best quoting software tools offer customizable templates, CRM integrations, e-signatures, and real-time analytics to enhance efficiency and customer experience. When choosing a tool, consider ease of use, integration capabilities, pricing, and scalability to match your business needs. This comprehensive guide explores the top 10 quoting software solutions for 2025, detailing their features, pros, cons, and a comparison to help you make an informed decision.
Top 10 Quoting Software Tools for 2025
1. PandaDoc
Logo/Brand: PandaDoc
Short Description: PandaDoc is an all-in-one document automation platform designed for small to medium businesses and enterprises to create, send, and track quotes and proposals.
Key Features:
- Drag-and-drop quote builder for quick customization
- CRM integrations (Salesforce, HubSpot, Zoho)
- Unlimited e-signatures for legally binding quotes
- Real-time tracking of quote views and interactions
- Payment integrations (Stripe, PayPal, GoCardless)
- Customizable templates with branding options
- Mobile app for on-the-go quote management
Pros: - User-friendly interface, ideal for non-technical users
- Boosts close rates with professional, branded quotes
- Robust integrations streamline workflows
Cons: - Advanced features require higher-tier plans
- Limited customization for niche industries
- Occasional slowdowns reported in mobile app
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2. Salesforce CPQ
Logo/Brand: Salesforce
Short Description: Salesforce CPQ is a powerful enterprise-level quoting tool integrated with Salesforce CRM, ideal for businesses with complex pricing and sales pipelines.
Key Features:
- Unified pricing engine for consistent quotes
- Customizable product catalogs and discount controls
- Automated renewal quote generation
- Seamless CRM integration for data syncing
- Real-time pricing and approval workflows
- Mobile access for cloud-based operations
- Advanced analytics for sales performance
Pros: - Highly scalable for large enterprises
- Reduces pricing errors with automation
- Strong integration with Salesforce ecosystem
Cons: - High cost, starting at $800/month for three users
- Steep learning curve for new users
- Less suitable for small businesses
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3. Proposify
Logo/Brand: Proposify
Short Description: Proposify simplifies proposal and quote creation for small businesses and agencies, offering customizable templates and real-time tracking.
Key Features:
- Drag-and-drop editor for quote customization
- Integration with 45+ tools, including CRMs
- E-signature and payment link options
- Template library for professional designs
- Real-time analytics for prospect behavior
- Document checker for proposal optimization
- Mobile app for managing quotes on the go
Pros: - Streamlines proposal creation for SMBs
- User-friendly with no coding required
- Strong customer support
Cons: - Limited content library compared to competitors
- Slower feature updates due to smaller team
- Advanced features locked behind higher plans
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4. HubSpot Sales Hub
Logo/Brand: HubSpot
Short Description: HubSpot Sales Hub offers quoting tools within its CRM suite, perfect for businesses seeking an all-in-one sales and marketing solution.
Key Features:
- Free quoting tools in the Commerce Hub
- Customizable templates with CRM data autopopulation
- E-signature and Stripe payment integration
- AI-powered features like predictive lead scoring
- Over 1,700 integrations for seamless workflows
- Real-time quote tracking and pipeline management
- Mobile and web-based access
Pros: - Free plan includes basic quoting features
- Intuitive interface for beginners
- Comprehensive CRM integration
Cons: - Limited e-signatures (10/month) in lower plans
- Significant price jump for Professional plan ($90/user/month)
- Lacks advanced customization for complex quotes
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5. Quotient
Logo/Brand: Quotient
Short Description: Quotient is a simple quoting solution for freelancers and small businesses, focusing on streamlined proposals and client approvals.
Key Features:
- One-click quote creation and sending
- Autocomplete for client contact details
- Client conversation and approval tracking
- Integration with accounting and CRM tools
- Customizable, professional templates
- Mobile app for quick quote management
Pros: - Extremely easy to use for beginners
- Affordable pricing for small teams
- Fast quote creation and client approval
Cons: - Limited customization compared to advanced tools
- Fewer integrations than competitors
- Basic feature set for complex needs
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6. DealHub
Logo/Brand: DealHub
Short Description: DealHub is a quote-to-revenue platform for sales teams, offering guided quote configuration and flexible pricing models.
Key Features:
- Guided quote management for product selection
- Support for tiered and usage-based pricing
- Automated approval workflows
- Dynamic line-item customization
- Integration with CRMs and ERPs
- Real-time analytics for quote performance
- E-signature and payment integrations
Pros: - Flexible for complex pricing scenarios
- Centralized dashboard for quote management
- Strong automation reduces manual work
Cons: - Pricing not transparent; requires custom quote
- Complex setup for small teams
- Limited mobile app functionality
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7. Scoro
Logo/Brand: Scoro
Short Description: Scoro is an all-in-one business management tool with robust quoting features, ideal for professional services firms and agencies.
Key Features:
- Customizable quote templates and workflows
- Automatic conversion of quotes to projects
- Integration with CRM, accounting, and project tools
- Real-time reporting and analytics
- Time tracking and invoicing capabilities
- Mobile app for quote and project management
- Multi-currency and multi-language support
Pros: - Comprehensive tool for end-to-end workflows
- Fast quote-to-project conversion
- Scalable for growing businesses
Cons: - Higher cost for small businesses
- Complex interface for new users
- Limited advanced CPQ features
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8. Jobber
Logo/Brand: Jobber
Short Description: Jobber is a quoting and job management tool tailored for home service businesses like plumbing, HVAC, and landscaping.
Key Features:
- Quote, invoice, and payment processing in one platform
- Client management and CRM features
- Mobile app for field service management
- Customizable templates for branded quotes
- Real-time job and quote tracking
- Integration with QuickBooks and Google Calendar
- Automated follow-up reminders
Pros: - Ideal for trade contractors and field services
- User-friendly with strong mobile support
- Streamlines entire sales cycle
Cons: - No free plan; starts at $49/user/month
- Limited to service-based industries
- Additional fees for advanced features
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9. Qwilr
Logo/Brand: Qwilr
Short Description: Qwilr transforms quotes into interactive web pages, perfect for digital agencies and SaaS companies seeking modern proposals.
Key Features:
- Web-based, interactive quote delivery
- Customizable templates with multimedia support
- E-signature and payment integrations
- Real-time analytics for client interactions
- CRM integration (HubSpot, Salesforce)
- Mobile-friendly design
- Branding customization for consistency
Pros: - Modern, visually engaging quote formats
- Strong analytics for client behavior
- Easy to use for creative industries
Cons: - Higher learning curve for advanced features
- Pricing starts at $23/user/month
- Limited inventory management features
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10. Epicor CPQ
Logo/Brand: Epicor
Short Description: Epicor CPQ is a cloud-based solution for manufacturers and businesses with complex, configurable products, offering real-time quoting.
Key Features:
- Dynamic pricing for complex products
- Integration with 3D/AR for visual quotes
- Seamless website and ERP integration
- Automated quote generation and approvals
- Real-time margin optimization
- Mobile and web-based access
- Robust reporting tools
Pros: - Tailored for manufacturing industries
- Reduces errors in complex configurations
- High accuracy with dynamic pricing
Cons: - Expensive for small businesses
- Complex setup requires technical expertise
- Limited appeal outside manufacturing
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Comparison Table
Tool Name | Best For | Platform(s) Supported | Standout Feature | Pricing | G2/Capterra Rating |
---|---|---|---|---|---|
PandaDoc | Small to medium businesses | Web, iOS, Android, Windows, Mac | Unlimited e-signatures | Starts at $49/user/month | 4.7/5 (Capterra) |
Salesforce CPQ | Large enterprises with complex pricing | Web, iOS, Android, Windows, Mac | Unified pricing engine | Starts at $800/3 users/month | 4.5/5 (G2) |
Proposify | SMBs and agencies | Web, iOS, Android, Windows, Mac | Drag-and-drop editor | Starts at $49/user/month | 4.6/5 (Capterra) |
HubSpot Sales Hub | Businesses using CRM | Web, iOS, Android, Windows, Mac | Free quoting tools | Free / $15/user/month | 4.4/5 (G2) |
Quotient | Freelancers and small businesses | Web, iOS, Android, Windows, Mac | One-click quote creation | Starts at $15/user/month | 4.8/5 (Capterra) |
DealHub | Sales teams with complex pricing | Web, iOS, Android, Windows, Mac | Guided quote configuration | Custom pricing | 4.6/5 (G2) |
Scoro | Professional services and agencies | Web, iOS, Android, Windows, Mac | Quote-to-project conversion | Starts at $26/user/month | 4.5/5 (Capterra) |
Jobber | Home service businesses | Web, iOS, Android, Windows, Mac | Field service integration | Starts at $49/user/month | 4.6/5 (Capterra) |
Qwilr | Digital agencies and SaaS companies | Web, iOS, Android, Windows, Mac | Interactive web-based quotes | Starts at $23/user/month | 4.5/5 (G2) |
Epicor CPQ | Manufacturers with complex products | Web, iOS, Android, Windows, Mac | Dynamic pricing for configurations | Custom pricing | 4.4/5 (Capterra) |
Which Quoting Software Tool is Right for You?
Choosing the best quoting software depends on your business size, industry, budget, and specific needs. Here’s a decision-making guide to help you select the right tool:
- Small Businesses and Freelancers: Quotient and HubSpot Sales Hub are ideal for their affordability and ease of use. Quotient’s one-click quote creation suits freelancers needing quick, professional quotes, while HubSpot’s free plan is perfect for startups integrating with CRM.
- Agencies and Creative Firms: Proposify and Qwilr excel for agencies. Proposify’s drag-and-drop editor simplifies proposal creation, while Qwilr’s web-based quotes offer a modern, interactive experience for clients.
- Home Service Businesses: Jobber is tailored for trade contractors like plumbers and landscapers, offering field service management and mobile access for on-the-go quoting.
- Large Enterprises: Salesforce CPQ and DealHub are best for complex pricing and large teams. Salesforce integrates seamlessly with its CRM, while DealHub supports advanced pricing models and guided configurations.
- Manufacturers: Epicor CPQ is the go-to for businesses with configurable products, providing dynamic pricing and 3D/AR integrations.
- Professional Services: Scoro’s all-in-one platform is perfect for consultancies needing quote-to-project workflows and time tracking.
- Budget-Conscious Teams: HubSpot’s free plan and Quotient’s low starting price ($15/month) offer cost-effective solutions without sacrificing core features.
- Tech-Savvy Teams: PandaDoc and Scoro provide robust integrations and analytics for businesses prioritizing automation and data-driven insights.
Evaluate your needs, test free trials, and consider platform compatibility to find the best fit for 2025.
Conclusion
In 2025, quoting software tools are transforming how businesses create, manage, and track proposals, enabling faster sales cycles and improved client experiences. The landscape is evolving with AI-driven features, mobile access, and seamless integrations, making these tools essential for staying competitive. From PandaDoc’s user-friendly interface to Salesforce CPQ’s enterprise-grade scalability, the top 10 tools cater to diverse needs. Whether you’re a freelancer, agency, or manufacturer, there’s a solution to streamline your quoting process. Try demos or free trials to explore these platforms and find the perfect fit for your business. Stay ahead by leveraging the best quoting software solutions to boost efficiency and close deals faster.
FAQs
What is quoting software?
Quoting software, or CPQ (Configure-Price-Quote) software, automates the creation, management, and delivery of sales quotes and proposals, improving accuracy and efficiency.
How does quoting software benefit small businesses?
It saves time, reduces pricing errors, and creates professional, branded quotes, helping small businesses compete with larger firms and close deals faster.
Which quoting software is best for freelancers?
Quotient and HubSpot Sales Hub are great for freelancers due to their low cost, ease of use, and quick quote creation features.
Can quoting software integrate with CRM systems?
Yes, most tools like PandaDoc, Salesforce CPQ, and Proposify integrate with CRMs like Salesforce, HubSpot, and Zoho for seamless data syncing.
What should I look for in quoting software in 2025?
Prioritize ease of use, customization, CRM integrations, e-signature support, mobile access, and pricing that fits your budget.