9 Quoting Software for Small to Large Businesses

Sales reps spend 70% of their time on non-selling tasks like data entry, quote creation, and administrative work, according to Salesforce's 2024 State of Sales report surveying 5,500 sales professionals. That leaves just 30% of the week for actual selling—the work reps were hired to do.

Manual quote creation in Word or Excel leads to pricing errors, version control issues, and approval bottlenecks. Sales quote automation eliminates these issues with templates and automated workflows.

The payoff: automated calculations catch pricing mistakes before quotes go out, CRM integration means reps enter customer data once instead of twice, and tracking shows when prospects open quotes and which sections they spend time reviewing.

This guide compares nine quoting platforms for different business sizes, from solo freelancers to 500-person enterprise sales teams.

*Pricing as of December 2025

1. Qwilr: Best quoting software for mid-market and enterprise sales teams

Qwilr allows mid-market and enterprise sales teams to create interactive web-based quotes that replace static PDFs. Prospects can adjust quantities, toggle pricing options, select add-ons, compare tiers, and view revised totals immediately.

Each quote includes embedded e-signatures and integrated payment collection, enabling prospects to approve and pay in the same workflow without switching tools.

Primary use cases: Qwilr is best B2B SaaS companies, agencies, consulting firms, and other project-based businesses to build sales quotes, proposals, pricing pages, onboarding documents, and renewals.

Standout features

• Interactive pricing tables: Prospects select options, adjust quantities, and watch totals recalculate instantly—showing sales reps exactly which configuration buyers prefer. Supports tiered pricing plans, optional add-ons, discounts, and quantity-based pricing in one view to simplify complex pricing bundles.
• QwilrPay embedded payments: Collect payments via credit card, ACH, or digital wallets directly within quotes at the moment of acceptance.
• CRM-automated quote generation: Pull customer details, product catalogs, and pricing automatically from Salesforce, HubSpot, or Pipedrive using tokens.
• Real-time proposal analytics: Track when prospects open quotes, time spent on each section, which pricing options they hover over, and when they share quotes internally with colleagues. Email and Slack notifications alert reps the moment prospects engage to enable perfectly timed follow-ups.
• Reusable content blocks: Build a library of pre-approved pricing tables, product descriptions, case studies, and legal terms that reps drag into quotes. Ensures brand consistency and reduces quote creation time.
• E-signature with quote acceptance: Prospects accept pricing and sign contracts in one action. Supports single and multi-party signatures with audit trails storing timestamps, IP addresses, and signer identity for legal compliance (ESIGN Act, UETA).

Pricing

• Business: $35 per user/month (billed annually) or $39 per user/month (billed monthly)
• Enterprise: $59 per user/month (billed annually, 10-user minimum)

Verdict: I’d choose Qwilr when quoting is the sales experience, not just a pricing step.

2. Harvest: Best for Freelancers

Harvest provides freelancers with accurate time tracking and automated invoice creation in one system.

Primary use cases: Freelancers, consultants, designers, and developers use Harvest to log billable hours, invoice clients, track project expenses, and review profit margins across multiple client engagements.

Standout features

• One-click invoicing from timesheets: Convert tracked hours directly into itemized invoices showing task breakdowns, hourly rates, and time totals.
• Mobile time tracking: Start and stop timers from iPhone or Android apps while on-site with clients.

Pricing

• Free
• Pro: $11/seat/month (annual) or $13.75/seat/month (monthly)
• Premium: $14/seat/month (annual) or $17.50/seat/month (monthly)

Verdict: I’d use Harvest if quoting is an extension of billing rather than a sales activity.

3. Salesforce CPQ: Best for products that require rules-based pricing and structured approvals

Salesforce CPQ is built for companies whose products or services can’t be quoted freely because they depend on specific configurations, pricing rules, or approval requirements.

Primary use cases: Salesforce CPQ is used to generate quotes for offerings that involve tiered pricing, usage-based pricing, optional add-ons, contract-specific terms, or multi-level approvals.

Pricing

• CPQ: $75/user/month (annual contract)
• CPQ Plus: $150/user/month (annual contract)

Verdict: I’d only choose Salesforce CPQ when pricing control and compliance matter more than speed.

4. Nusii: Best for creative agencies

Nusii is built for creative agencies and independent consultants who need to produce polished proposals quickly without the setup demands of larger sales platforms.

Primary use cases: Nusii is used to create sales proposals for creative and professional services where branding, visual consistency, and fast document creation are essential.

Pricing

• Freelancer: $29/month or $290/year
• Agency: $49/month or $490/year
• Business: $129/month or $1,290/year

Verdict: I'd pick Nusii if I'm sending 10 to 30 similar proposals monthly (agency retainers, consulting projects, creative services) where speed matters more than embedded payment collection.

5. PandaDoc: Best for micro-businesses with small teams

PandaDoc enables small teams to create quotes, capture signatures, and collect payments within a single platform.

Primary use cases: PandaDoc supports professional services firms, agencies, construction companies, healthcare practices, and small B2B teams that need to generate sales quotes, proposals, contracts, and agreements.

Pricing

• Free: $0
• Starter: $19/seat/month (annual) or $35/seat/month (monthly)
• Business: $49/seat/month (annual) or $65/seat/month (monthly)

Verdict: I'd choose PandaDoc for micro-businesses (2-10 people) who need quotes, e-signatures, and payments in one place without learning separate tools.

6. QuoteWerks: Best for manufacturers

QuoteWerks gives manufacturers and IT solution providers access to real-time pricing and availability from distributors such as Ingram Micro, Tech Data, Synnex, Dell, and CDW.

Primary use cases: Manufacturers, manufacturer reps, MSPs, VARs, AV integrators, HVAC contractors, and security system installers use QuoteWerks to generate equipment quotes, service proposals, and configuration-based pricing that depend on up-to-date supplier information.

Pricing

• Essential: $50/user/month (monthly billing) or $45.83/user/month (annual billing)
• Balanced: $78/user/month (monthly billing) or $71.50/user/month (annual billing)

Verdict: I'd use QuoteWerks only if real-time distributor pricing integration is essential to my business.

7. Responsive [Formerly RFPIO]: Best for RFI-specific quoting

Responsive is for organizations that manage a high volume of RFPs, RFIs, DDQs, and security questionnaires and need a structured way to respond consistently.

Primary use cases: Responsive is used to complete RFPs, vendor assessments, security questionnaires, and due-diligence documents that require coordinated input from sales, product, legal, security, and compliance teams.

Pricing

Responsive does not publish pricing publicly—contact sales for custom quotes

Verdict: I'd choose Responsive if I'm managing 20+ RFPs monthly with 5+ stakeholders contributing answers across sales, legal, and technical teams.

8. Billdu: Best for small businesses and freelancers

Billdu focuses on fast, mobile-friendly invoicing for freelancers and small service providers who work on-site and need to create invoices immediately after completing a job.

Primary use cases: Billdu is used to create invoices, issue quotes, track payments, and manage client information from a mobile device.

Pricing

• Lite: $7.99/month (billed monthly) or $4.99/month (billed annually)
• Standard: $14.99/month (billed monthly) or $9.99/month (billed annually)

Verdict: I'd use Billdu if I'm a mobile-first service provider (handyman, cleaner, contractor) who needs to invoice immediately after completing jobs and serves fewer than 50 clients.

9. Quotient: Best for trade and service businesses

Quotient helps trade and service businesses create visual quotes with embedded images and optional pricing tiers, then convert accepted quotes into Xero or QuickBooks invoices with one click.

Primary use cases: Creating detailed service quotes with images and pricing options for construction projects, IT implementations, and creative services.

Pricing

• Solo: $28/month
• Team: $48/month
• Team Plus: $88/month for 10 team members

Verdict: I'd choose Quotient if I'm already committed to Xero or QuickBooks Online and I send visual quotes for trade work, construction projects, or creative services where embedded images matter.

How to choose the right quoting software solution

The quoting software market reached $2.9 billion in 2024 and is projected to grow to $7.2 billion by 2033, driven by businesses automating manual pricing and quote creation processes. Sales teams seeking end-to-end sales enablement software often integrate quoting tools as part of a broader tech stack.

Prices range from $5/month for basic tools to thousands for enterprise platforms. The best fit depends on your sales workflow and the level of support your team needs. Consider these factors when evaluating quoting software:

1. Define your needs

• Do reps spend 30 minutes searching for pricing in spreadsheets?
• Does legal review add three to five days to quote turnaround?
• Are you losing deals because competitors respond faster?

2. List essential features

• Common must-haves include template libraries, e-signature integration, CRM sync capabilities.

3. Evaluate for user-friendliness

• Test this during demos by asking vendors to build a real quote from your product catalog.

4. Integration capabilities

• Check for native integrations with your existing stack: Salesforce, HubSpot, Pipedrive for CRM; Stripe or PayPal for payments

5. Customization options

• Look for tools that let you upload logos, set brand colors, choose fonts, and customize headers and footers.

6. Collaboration features

• Look for comment threads on specific quote sections, version history, and approval workflows.

7. Reporting and analytics

• Look for reporting that answers key metrics on quotes: conversion rates, response times, and discount patterns.

8. Scalability

• Choose software that grows with your team without requiring migration in the future.

9. Customer support

• Test vendor support quality during your trial period to check response time and solution quality.

Choose the quoting software that fits your workflow

The right tool depends on your team size, how complex your quotes are, and what other software you already use.

Want quotes that prospects actually engage with? Sales teams use Qwilr to create interactive web pages with pricing tables, videos, and analytics showing exactly how prospects read your proposals.

About the author

Kiran Shahid | Content Marketing Strategist
Kiran is a content marketing strategist with over nine years of experience creating research-driven content for B2B SaaS companies.