“Quoting software is designed to help sales teams close deals faster. The tools reduce the time taken to generate and send accurate and professional-looking quotes, speeding up the sales process, and improving revenue streams.”

Just a few months ago, coronavirus became a global pandemic, flipping our lives upside down. From having us to practice social distancing, to wearing masks to protect us – the pandemic changed everything. But in spite of the lockdown affecting all of our businesses, companies started to look for ways (tools) that would help them overcome the limitations of working from home. Soon, video conferencing tools, quoting software, task management software, marketing automation tools, etc. all became the must-haves to successfully run the business.

Swing into action with the right quoting tool

“According to Hubspot, more than 28% of salespeople said that closing a deal is one of the most difficult stages in any sales process. 

While tools like an affordable quoting software will ease the process (or make it faster), it is important to choose the right one for your business. (Here is a blog on the top evaluation questions that you should ask yourself before investing in a quoting tool. ) The right tool will not only be affordable, easy-to-use, and integrate seamlessly with your existing CRM, it should also be scalable to meet the requirements of your sales team size, the number of quotes produced per day, geographical locations and even considers your deal values. Here are some other benefits of a sales quoting tool:

  • Give sales reps a jumpstart with customized, pre-approved templates (which can be further customized with approval workflows) 
  • Help create professional looking quotes with an easy-to-use editor 
  • Be collaborative (across teams and across geographies) as quotes often require inputs at multiple points 
  • Provide seamless integration with e-signature for quotes require approvals from customers 
  • Include a built-in product/price catalog for efficient discount management 
  • Include workflow approvals that trigger in-app and email notifications for quick turnover

Here is a list of top 15 quoting software tools that can help streamline your sales process and be more responsive to your customers:

RevvSales – the best sales quoting software

Looking for a quoting software? Here are the top 15 sales quoting software by RevvSales

RevvSales is an all-in-one quoting software that also manages any kind of business documents  (proposals, quotes, contracts, to even offer letters). It is trusted by 1000+ businesses globally for creating quotes, collaboration, review, and signing – all from one centralized app. Employing this solution frees up your sales reps to pursue other important tasks, like selling. 

Running your business, one document at a time, is our business!

Features

  • Built-in product catalog and price book with flexible product configuration options 
  • Templatizing pricing options for various products and services inclusive of range pricing
  • Ability to quickly share quotes with customers via shareable links or emails
  • Configure approval workflows for price, discount, and terms 
  • Built-in e-signature for faster approvals 
  • A centralized repository to access all your documents including quotes and sales proposals 
  • Insight-driven analytics and reporting dashboards to improve closing time (or sales process) 
  • 24/7 support on chat, email, and phone for faster implementation and bug resolution

Out-of-the-box features that you’ll love!

RevvSales is designed in a spreadsheet-like UX making managing products and pricing easy. It is affordable.  Share quotes directly from the app, no download required, close deals faster. The app also allows you to seamlessly collaborate with teams and customers. 

Pricing

RevvSales quoting software comes with a ‘forever’ free version, called the Essential version. Its Team version is $15/user/month. For their Enterprise version, you have to get in touch with them.

Scoro

Scoro is a quoting software that enables you to send quotes, manage contacts, and handle billing, all from a single place. It is for businesses in advertising, consulting, information technology, and other sectors.

Features

  • Task management 
  • Quote management 
  • To-do list 
  • Customizable templates 
  • Performance reports 
  • Inventory management
  • Vendor management 
  • Custom fields and tags

Out-of-the-box features that you’ll love!

The platform adapts seamlessly with Xero as well as MailChimp making it a single platform to manage CRM, billing, and workflow tracking. The onboarding process is very smooth, and the support is responsive and helpful. 

Pricing 

Their Essential plan starts off $26 per user/per month. They also have a Work Hub/Sales Hub and an Ultimate plan for bigger teams and enterprise-level companies. 

Qwilr

With Qwilr, you can reimagine the whole sales quoting process. It allows you to include interactive elements in the quote while making it look professional at the same time. 

Features:

  • Mobile friendly documents 
  • Premium stock image library 
  • Customizable template library 
  • Easy integration with 3rd party CRMs like Hubspot
  • Powerful search engine to look for sales quotes 
  • Invite and share documents with team members
  • E-signature 

Out-of-the-box features that you’ll love!

Qwilr can be used to create professional-looking quotes in minutes. Their insights – like the most viewed section or the most viewed page – allow your sales team to course correct (as necessary).

Pricing

They do have a 14 day trial in their Business plan, post which it is charged $66 for three users. Their Enterprise plan costs $490 for 10 users. 

Proposify

With features like embedded videos and real-time insights, Proposify quoting software tool helps sales reps generate quotes that close faster. 

Features:

  • Drag and drop content sections in documents 
  • Version control 
  • Team collaboration 
  • Customizable templates 
  • E-signature integration 
  • Link sharing via a browser 
  • Easy CRM integration

Out-of-the-box features that you’ll love!

With easy to use customizable templates, Proposify is a quoting software that really lets you move away from documents and spreadsheets. It also has a super easy editor to use along with an integrated e-signature that speeds up the quoting process.

Pricing

With the pricing plans as cool as Starbucks coffee, their Tall plan is priced at $19/user per month and Grande is available at $49/user per month (which is billed quarterly). They do have free trials and also a Venti plan for enterprises.

Docsend

Docsend enables document sharing for their users by giving the users the flexibility to access and manage documents anywhere, anytime. Its centralized content library allows user alignment around all sales artifacts.

Features:

  • Account-based engagement analytics 
  • Customized content deal rooms
  • Custom subdomain
  • Advanced document tracking 
  • Collaboration tools
  • Custom branded document viewer
  • Sub-team permissioning
  • Team activity reporting
  • Viewer whitelist
  • Whitelabeling

Out-of-the-box features that you’ll love!

Besides being mobile-friendly, Docsend provides in-depth document tracking info to its users. The users can see who has opened the document, how many times they have viewed the document, when have they viewed the document, what kind of device they are on, and even where they are. Besides this, automatic notifications make the user aware as soon as a prospect engages with the content.

Pricing

Docsend has a free trial for their Personal, Standard, Advanced versions. Their starting price is $15/user/month. For their Enterprise pricing, you’ll have to contact Docsend.

Pandadoc

If you are looking for ways to improve your deal workflow then Pandadoc is an excellent sales quoting software available in the market. Not only does it provide you with sales insights but it also helps deliver a fantastic buying experience to your prospects.

Features:

  • Ability to create and customize templates
  • Form mode templates for auto-filling order forms
  • One-step integration with CRMs and e-sign tools
  • Manage approval workflows
  • Auto-reminders for upsell/cross-sell

Out-of-the-box features that you’ll love!

The existing dashboard in Pandadoc allows its users to track analytics and refine their sales process accordingly.

Pricing

Their free version comes with free e-sign, then they have an Individual ($9) and Business ($49) version. They also have an Enterprise version for teams that require more integrations besides Salesforce and Zapier.

Top 15 quoting software by RevvSales

Nusii

Nusii aims to help its customers deliver proposals minus the struggle of using complex tools and confusion of scattered teams. With Nusii, you can create beautiful proposals and spend more time with your customers.

Features:

  • Template creation 
  • Rich media 
  • Custom branding 
  • Document engagement tracking 
  • Proposal acceptance dashboard 
  • User and role management
  • E-signature integration 
  • In-app and email notifications for approvals

Out-of-the-box features that you’ll love!

Besides having a centralized system to view and track all proposals, Nusii ensures that sending proposals has never been easier. The saved templates and copy last proposal feature makes this quoting software easy to use.

Pricing

With Nusii, you can churn out quotes faster which is great for your business. This is why it comes with 3 simple plans of Freelancer ($29 per month), Professional ($49 per month) and a Business plan of $129 per month. They also have a free 14 day trial on all plans.

Dealhub.io

If you are looking to create and share any kind of sales content faster, then Dealhub is an easy quotation management software. With advanced pricing and discount facility it also helps teams make relevant quotes with built-in sales calculators, and content generation tools.

Features:

  • Image editor
  • Product sizing and configuration
  • Renewal management 
  • Proposal management 
  • Customizable quote templates 
  • Real time notifications 
  • Customized approval triggers 

Out-of-the-box features that you’ll love!

Dealhub helps you reduce your administrative tasks. It also helps to reduce your time taken to close deals significantly, making their engagement tracking insights a must have when you need a quoting tool.

Pricing

While their pricing plan is not listed on their website, you can definitely request for a demo or a custom pricing plan.

Quotientapp

With Quotientapp, sales reps can create quotes in a few simple steps. This application comes with a feature called auto-completion, image, and file attachments making it perfect for small and medium sized businesses.

Features:

  • Analytics to track quotes when they are viewed, opened 
  • Dashboard overview 
  • Attach images and files
  • Private notes 
  • Quote templates 
  • Subscriptions for repeating costs
  • Multi-currency support

Out-of-the-box features that you’ll love!

With the ability to create templates on the fly and amazing customer support, Quotient app is a great piece of quoting software. Quotient app helps you move away from spreadsheets and is also super easy to set-up. 

Pricing 

Quotient app comes with an Individual and a Team plan. The former is priced around $25/month and the latter $45/month for 4-5 team members. 

Proposable 

Proposable allows you to create and deliver custom sales proposals in minutes, saving time in your deal closure cycle. The application enables the creation of relevant and consistent sales quotes that can be sent to your prospects.

Features:

  • Unique proposal URL
  • E-signature 
  • Real time editing 
  • Password protection of sales documents 
  • Readymade customizable templates 
  • Notification on open times and comments 

Out-of-the-box features that you’ll love!

It comes with an exhaustive library of templates which makes Proposable intuitive and easy to use. Besides this, it is fairly easy to set-up making it a favorite across sales teams and admins. 

Pricing 

It comes with a solo plan priced at $19/month and a team plan for $39/month and an enterprise plan which can go up to $500/month. Their solo and team plan have a free trial.

Quoter

The platform, Quoter, aims to get more people to quote especially in the technology service industry. They come with state-of-the-art automated approval workflows that set up guardrails and lets sales reps sell faster. 

Features: 

  • Quote and email tracking 
  • Easy integration with CRMs and accounting tools 
  • E-signature 
  • Payment gateway integration
  • Smart, reusable templates 

Out-of-the-box features that you’ll love!

The application eliminates all the extra time needed to put quotes together. Furthermore, the custom templates can be put together for specific product line quotes speeding up the overall sales cycle process. 

Pricing 

Their Basic plan starts at $99/month for an unlimited number of users. They also have a Standard ($199), Pro ($299), and an Enterprise plan. For the Enterprise plan, you will have to get in touch with them. There is also a $495 onboarding fee on all subscriptions. 

Quotewerks

Quotewerks is a configure price quote (CPQ) software that allows you to create, edit, view, and manage quotes and proposals online – both on desktop and mobile. You can lock and unlock documents. 

Features: 

  • Document creation and editing 
  • Line item addition 
  • Document locking 
  • Contact database 
  • Pipeline management 
  • Activity dashboard 
  • Email integration 
  • Search functionality

Out-of-the-box features that you’ll love!

Quotewerks enables quote visibility and access to online sync, making it a super helpful tool when you need a quoting tool. The tool eliminates duplicate data entry making it a must-have when it comes to tools required for sales. 

Pricing 

Quotewerks has a standard edition priced at $15/month/user, a professional edition priced at $20/month/user, and a corporate edition at $29/month/user.

Quotationer 

Working as an estimation quoting software, Quotationer enables instant quoting by providing features like customized templates, adding taxes and integration with existing CRMs. 

Features

  • Feature rich pdf-documents 
  • GST/VAT – Tax compatible
  • Purchase price, MRP, Margin options
  • Adding products with images 
  • Customized signatures
  • Apply simple formulas for calculating quantities or prices 
  • Customizing logo, seal, and signatures according to templates 
  • Customer management

Out-of-the-box features that you’ll love!

While typical customers range from SMEs, agencies, startups and enterprises, Quotationer comes with offline support which users simply love. Furthermore, the tool also allows you to add comments to the products making it really easy especially for distributed sales teams. 

Pricing 

Their website does include a customized pricing form which depends on the number of licenses that you would require. There is no trial version of the app. 

Loopio 

With Loopio, your RFP process is much more streamlined, continuous and consistent. Loopio helps to respond to RFPs, RFIs, and Security Questionnaires more efficiently. It’s intelligent and intuitive workflows help companies save time and collaborate seamlessly. 

Features:

  • Build proposals from in-built library
  • Export proposals to Excel, Word and HTML formats
  • Organize approved responses with tags, categories. 
  • Intelligent Knowledge Library for archiving proposal content
  • Task management 
  • Document management 

Out-of-the-box features that you’ll love!

Loopio offers an easy and seamless way to store responses for proposals and work orders. This makes it easy to use when onboarding new employees by having them search for answers. 

Pricing 

Loopio offers a free trial (no credit card information needed). To buy, they do have a demo form on their website. 

Gleanquote 

A cloud based sales quote and proposal automation platform for SMBs, Gleanquote helps to prepare, share, track and electronically sign online contracts.

Features:

  • Automated Quoting
  • Catalog Management
  • Collaboration
  • Electronic Signature
  • Pricing Management
  • Content library 
  • Templates 

Out-of-the-box features that you’ll love!

Not only is it easy-to-use and fast, but Gleanquote also provides a little bit of CRM features. Sales teams can create templates using Adobe InDesign. 

Pricing 

The price range starts from $49 per month. Price is per user per month with a 5 user minimum and billed annually. 

Time to take the ‘easy’ way

An easy quote creation software is helpful in any kind of selling conversation. However, when you are working with physical documents, the chances of forgetting what the quotation originally included are always there. A quotation software automates the selling process and also gives you a repository that facilitates retrieving documents, maintaining updated price books, and even gives version control. Lastly, the online delivery process of high-quality proposals also makes sure that sales assets are focussed on ‘selling’ only.  

Please note that all the above mentioned information is gleaned from company websites, comparison websites such as GetApp, G2, Capterra and others. Since companies keep adding features, some of the information may be out of date. Let us know at editor@revvsales.com if there’s any information here that needs change, we’ll verify and update as quickly as possible.

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Posted by:Aditi Biswas

Aditi is a Product Consultant at Revv, a leading document management software company that provides document templates that help run your business. All about chasing sunsets, her thoughts collide with everything SaaS and oscillates between the midnight musings of a poet and her fav authors. Can be mostly found near dogs or in a cafe with a book.

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