
In sales, speed and accuracy matter. Being the first to send a clear, professional quote can often mean the difference between winning or losing a deal. But creating those quotes isn’t always simple. It takes time to gather product details, pricing, client info, and put it all together in a presentable, accurate format.
That’s where quoting software comes in. These tools automate the quote creation process, letting you produce polished, error-free quotes fast. Many also track when customers view quotes, enable e-signatures, and integrate seamlessly with your CRM.
We tested dozens of quoting tools and narrowed it down to the top six options in 2025 that will help your business save time, reduce mistakes, and close deals faster.
What is Quoting Software?
Quoting software helps businesses quickly create, send, and manage price quotes for products or services. It typically includes:
A centralized catalog of products and prices
Customer and project information storage
Customizable quote templates
Automatic pricing calculations and discount application
Options to send quotes directly to clients
Tracking of quote status and client engagement
E-signature and approval workflows
Some tools go even further, turning accepted quotes into projects or invoices automatically.
The Top 6 Quoting Software Tools in 2025
Tool | Best For | Starting Price |
Quote.ly | Salesforce users, VARs, and Government Contractors | Contact for pricing |
Project management and marketing agencies | Free (up to 5 users) | |
Sales teams needing document automation | From $35/user/month | |
Agencies wanting beautiful, interactive quotes | From $35/user/month | |
Sales teams needing branded, consistent proposals | From $49/user/month | |
VARs needing deep distribution integration | From $15/user/month |
1. Quote.ly — Salesforce Native and Powerful for VARs and GovCon
If your sales process revolves around Salesforce and you need fast, accurate quotes that pull real-time pricing from distributors, Quote.ly is designed for you. Its AI-driven drag-and-drop interface converts PDFs to editable quotes in under 90 seconds, eliminating hours of manual data entry.
Standout Features:
Native Salesforce integration — no switching platforms
Real-time distributor pricing and availability from top vendors
Automated workflows from quote to contract and invoicing
RFQ support for complex government and enterprise deals
Quote.ly saves time and reduces errors for sales reps in fast-paced, complex selling environments. It automates RFQ response through to Sales Order creation.
2. Teamwork.com — Organize Your Projects and Quotes Together
Teamwork.com started as a project management platform but now offers integrated quoting features. It’s perfect for marketing agencies and teams that want to manage quotes alongside budgets and timelines.
Standout Features:
Linked quotes and projects for seamless tracking
Time & expense pricing models built-in
Custom quote numbering and status tracking
Easy PDF export and reminders
If your business thrives on strong project management and wants to keep everything in one place, Teamwork.com is a solid choice — and it even has a free tier for small teams.
3. PandaDoc — Simplify Document Automation and E-Signatures
For sales teams who want an easy quote builder with secure e-signatures, PandaDoc fits the bill. It reduces manual work by automating document creation and sending.
Standout Features:
Interactive pricing tables clients can customize
In-document chat for faster clarifications
Advanced analytics showing who viewed and signed
Seamless integration with CRMs (Business plan)
PandaDoc is straightforward and works well if you want secure signatures and very basic quote design without complex visuals.
4. Qwilr — Make Proposals That Look Stunning and Work Like Webpages
Qwilr is for agencies or creative teams who want to wow clients with dynamic, interactive proposals. Instead of PDFs, Qwilr creates web-based proposals with embedded videos, interactive pricing tables, and even payment options.
Standout Features:
Beautiful, responsive proposals that adapt to any device
Clients can select packages or quantities within quotes
Integrations with HubSpot and Salesforce (Enterprise)
Payment gateways built in for easy transactions
If you want your proposals to feel less like documents and more like experiences, Qwilr is a perfect fit.
5. Proposify — Manage On-Brand Proposals for Sales Teams
Proposify helps sales teams send professional proposals while maintaining brand consistency. Marketing controls templates and design so sales reps can focus on closing deals.
Standout Features:
Locked templates to protect brand integrity
Interactive pricing and client previews
Content library and approval workflows
Proposal tracking and analytics
If your sales and marketing teams want a controlled yet user-friendly proposal tool, Proposify balances ease-of-use with customization.
6. QuoteWerks — A Functional Tool for Traditional VARs
QuoteWerks has been around for years and remains a go-to option for value-added resellers (VARs), especially in the IT channel. While it lacks the sleek UI and automation newer tools offer, it still gets the job done when it comes to generating quotes and pulling pricing from distributors.
Standout Features:
Pulls pricing from major distributors like Ingram Micro, TD Synnex, and D&H
Customizable templates with a focus on line-item detail
Integrates with popular CRMs including Salesforce and Zoho
Offers electronic order placement and basic workflow tools
QuoteWerks isn’t modern or particularly intuitive, but it’s a familiar system for teams who’ve used it for years and don’t need cutting-edge automation or design.
Which Quoting Software Is Right for You?
Reseller or GovCon? Go with Quote.ly for deep CRM and distributor pricing integration and AI-driven automation. Go with QuoteWerks for affordability and familiarity.
Project Manager? Teamwork.com keeps quotes tied to project timelines and budgets.
Need Simple Automation & E-Sign? PandaDoc offers easy document workflows and signatures.
Want Stunning Web Proposals? Qwilr crafts beautiful, interactive proposals clients remember.
Need Brand Control? Proposify locks templates and empowers sales with polished proposals.
Final Thoughts
Quoting software can transform your sales process by saving time, reducing errors, and helping you win deals faster. Each of the five options above offers unique strengths for different needs and industries. The best choice depends on your team size, sales complexity, CRM preference, and how much you want to customize the client experience.
Take advantage of free trials and demos to find the tool that fits your workflow best. Then, watch your sales quoting process become a powerful competitive advantage.

Tags:
quoting software, sales tools, proposal software, crm integration, e-signature, business automation, SaaS, quotely
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Jul 11, 2025
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