Quoting Software

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FrontRunners 2022

Odoo Point of Sale (POS) is part of Odoo’s integrated suite of business applications. The module is available both on and offline and provides unified data across stores and has an integrated inventory management function. Od...Read more about Odoo


FrontRunners 2022

Bitrix24 is an online workspace for small, medium, and large businesses. It features over 35 cross-integrated tools, including CRM, tasks, Kanban board, Gantt chart, messenger, video calls, file storage, workflow automation, and m...Read more about Bitrix24


Synchroteam is a cloud-based field service management and scheduling solution that caters to businesses of all sizes in field service industry that includes cleaning services, construction, electrical and HVAC. Synchroteam fe...Read more about Synchroteam

4.43 (58 reviews)

In Mind Cloud

Finally, a digital sales platform purpose-built for manufacturers that unites CRM, CPQ, and Commerce. Our end-to-end sales software flawlessly aligns your customers’ wants with your production capabilities in ERP to help you sell...Read more about In Mind Cloud

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FrontRunners 2022

PandaDoc is cloud-based document management software that helps users in creating proposals, quotes, human resources documents, contracts and more. The solution is mostly used by sales and marketing teams and company leadership. ...Read more about PandaDoc

Conga CPQ

Conga CPQ empowers sales, partners, and customers to efficiently configure complex products and services offerings, and provide personalized prices and quotes, utilizing codified product and pricing information - ensuring higher w...Read more about Conga CPQ

4.16 (19 reviews)


COVALYZE is easy to use and makes procurement experts more efficient and effective in conducting complex supplier negotiations. No matter if you purchase material or services, COVALYZE is the right tool for you: - you need valid p...Read more about COVALYZE

4.50 (6 reviews)


QuoteWerks is a configure, price, quote (CPQ) solution that can be used in any industry for creating sales quotes and proposals. QuoteWerks integrates with customer management solutions like ACT!, ACT! for Web, Autotask, Conn...Read more about QuoteWerks

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Epicor CPQ

Epicor CPQ is redefining the Configure, Price, Quote (CPQ) and e-commerce space for manufacturers globally. Their cloud-based product configurator can handle complex business rules, 2D and 3D visualization, real-time pricing, CAD ...Read more about Epicor CPQ

4.54 (13 reviews)

Powertrak CPQ Software Suite

Provide your sales team, partners, and customers around the world with cloud-based tools to configure and quote products, design room/spaces, and then experience it in immersive virtual reality. Axonom’s solution suite automates t...Read more about Powertrak CPQ Software Suite

4.86 (7 reviews)

eRep CPQ

eRep CPQ is a cloud-based configure price quote (CPQ) solution designed for businesses across various industries such as HVAC, plumbing, fire protection, electrical, control industrials, and more. Key features include approval wor...Read more about eRep CPQ

4.50 (6 reviews)

VISTECH’s SolSuite

Solidify is a cloud-based configure price and quote (CPQ) management solution that helps sales teams to automate their quotation routines and manage interactions with clients. Solidify provides sales teams with tools such as ...Read more about VISTECH’s SolSuite

5.00 (2 reviews)

Experlogix CPQ

Experlogix is a cloud-based configure, price and quote (CPQ) management solution designed to help businesses manage orders and quotation process. It serves both B2B and B2C marketing and sales teams across a range of industries in...Read more about Experlogix CPQ

4.50 (6 reviews)


Estimo is a cloud-based configure, price, quote (CPQ) solution that helps businesses across various industry verticals to manage their estimation related activities and routines. Estimo allows users to re-use relevant estimat...Read more about Estimo

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Quotient is a cloud-based configure-price-quote (CPQ) solution that caters to small businesses across various industry verticals and helps users to create, send and manage professional quotes. Key features include contact manageme...Read more about Quotient

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FPX Intelliquip Selling Cloud

FPX and Intelliquip is a leading SaaS provider serving mechanical equipment manufacturers and distributors with more than 200,000 global users spanning 182 countries quoting over $40B through the platform. For more than 30 years...Read more about FPX Intelliquip Selling Cloud

4.50 (2 reviews)


iQuoteXpress (IQX) is a sales proposal automation solution that reduces the time and costs it takes to make sales quotes by more than half. Used across almost every vertical—tech, real estate, manufacturing, education, and more—IQ...Read more about iQuoteXpress

4.76 (21 reviews)

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FrontRunners 2022

Quoter is a cloud-based solution designed to help service-based businesses manage the entire quoting lifecycle using electronic signature capture, tracking, CRM, accounting and automation tools. Key features include pricing manage...Read more about Quoter

4.63 (51 reviews)

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PROS Smart CPQ is a cloud-based artificial intelligence platform that helps sales teams automate and personalize sales activities to deliver products at the right prices. The platform enables businesses to respond to customer quot...Read more about PROS Smart CPQ

4.50 (2 reviews)

CIS Configurator

CIS Configurator is a cloud-based tool for large and midsize manufacturing businesses. It helps automate configuring, pricing and quote generation. It can operate as a standalone solution using its own SQL database or integrate wi...Read more about CIS Configurator

4.79 (14 reviews)

Buyers Guide

Last Updated: November 22, 2022

Winning new customers is no easy task. Between branding, advertising, pricing, customer service and countless other factors, it's safe to say a lot goes into attracting new clients—some of them easier to control than others. One thing that businesses do have full control over, though, are their own sales processes, and that's where quoting software comes into play.

With quoting software, businesses can improve sales processes by streamlining and automating the creation of proposals and sales quotes. Software features such as e-signature, quote creation and CRM help ensure that not only will you be able to serve your customers better, but you'll also be able to complete routine sales tasks faster.

In this Buyer's Guide, we'll explore the various features offered by quoting software that can help businesses respond to customers better and handle sales processes more efficiently.

We'll cover the following topics:

What Is Quoting Software?
Common Features of Quoting Software
What Type of Buyer Are You?
Benefits of Quoting Software
Key Considerations

What Is Quoting Software?

Quoting software is a type of configure-price-quote (CPQ) software that places a stronger focus on the proposal and request for proposal (RFP) stages of the sales process. These software systems automate the creation of quotes and proposals to generate them more quickly and with fewer errors.

With the software, quotes and proposals are generated in multiple file formats and can be shared through multiple channels. The software also allows quotes to be converted into invoices and affords users the ability to handle contracts using e-signatures and digital agreements.

Quoting software allows businesses to spend more time focused on clients and other strategic tasks instead of on manually maintaining paperwork and proposals, which means faster quotes, smoother sales processes and, most important, happier customers.

Common Features of Quoting Software

Here are some common features of quoting software:

Quote creation Lets users create and send quotes and proposals by leveraging integrations with other tools to access data such as contact lists, inventory and sales pricing.
Custom quotes Offers prebuilt templates that can be populated with details about customers, branded logos and other specific information to result in a professional and accurate quote that represents your company.
Status updates for quotes Helps you stay updated about which quotes have been sent, viewed and accepted. Some vendors also give clients the ability to accept/decline and comment on the quote, removing the need for email follow-ups.
Turn quotes into invoices Pulls details directly from quotes and creates a separate, brand new invoice. This makes sales even smoother as well as reducing the potential for human or clerical error.
E-signatures and online payments Speeds up the process of closing sales by making it possible to complete tasks—such as online acceptance and payment—within the quote.
quote creation template in socket
Quote creation template in quoting software platform, Socket

What Type of Buyer Are You?

Quoting software could be useful for many different types of retailers, but here are a few types of businesses that will get the most out of these types of systems:

Creative agencies. Creative agencies should opt for quoting software with a variety of options to customize proposals and quotes. Vendors that provide interactive and mobile-friendly web pages to replace traditional PDF proposals would be a great fit for these organizations, which would want to show off their innovation and creativity.

Manufacturers. Quoting software for manufacturers should specifically focus on product configuration, real-time pricing and the capability to deliver proposals on the spot. Some manufacturers might also need bid packages and CAD (computer-aided design) engine to visualize their products effectively.

Landscape industry workers. For individuals and businesses in the landscape, fencing, irrigation and roofing industries, some additional, specialized features might be worth considering. For example, a self-service widget customers can use to measure their properties in order to get more accurate quotes.

Business sales reps. For sales reps in any business, look for quoting software that includes functionality to support upselling and discounts.

Field service agents. Field service agents should look at quoting software with robust scheduling tools to provide more options and convenience to customers.

Benefits of Quoting Software

There are many advantages of using a dedicated quoting software system, but here are a few of the biggest to consider:

  • Increased sales team performance. By eliminating errors and expediting response times, sales reps can get through more proposals and invoices more quickly, leaving more time for customer service and other important business activities.
  • Increased accessibility. With a cloud-based quoting software solution, users can create quotes from wherever they happen to be—whether they're in the office or working remotely. Increased accessibility ensures increased flexibility, speeding up the sales cycle and increasing revenue in turn.
  • Brand building. The customizable quote templates help build your brand by allowing users to incorporate logos, specific colors or any other iconography that helps customers recognize their business. This is valuable for both established enterprises and small businesses that need to build up their brand recognition.

Key Considerations

When deciding which quoting software system best suits your needs, here are a few important considerations to be aware of before making a purchase:

Cloud-based vs. on-premise software. Cloud-based quoting software offers greater flexibility, which makes it a good fit for businesses with multiple locations or employees who sit in different offices or cities. On-premise software is hosted on your own server and typically sold in single license fees rather than monthly subscription fees. This type of deployment can mean a bigger spend upfront, but may end up costing less over time.

Security. You'll want to evaluate quoting software that adheres to the latest industry standards. One thing to ask for when speaking to vendors will be documentation that states clearly what security protocols their product provides to protect customer data as well as your business's information.

Integrations. Choose quoting software that integrates well with other business systems you are already using. This makes it easy to share data between the programs, which saves you from double data entry and streamlines the quote creation process.

Multichannel communication. Having integrated communication channels to engage prospects and close deals is always a plus. You can do away with back-and-forth emails or phone tag and spend quality time on strategic initiatives.