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The best quoting software in 2021: Our top 10 picks

The best quoting software in 2021: Our top 10 picks

In a fast-paced sales environment, a successful business will close several deals each day.

Since each of those deals is with a different client, possibly for different products and services, a quoting software solution can often come in handy.

These tools allow you to create quotes and send proposals to your clients quickly and easily. Many of them also feature designed customizable templates that can take the design of your proposals to the next level and wow your prospective clients.

Additionally, a lot of these tools can integrate with your existing CRM software and enable you to centralize your entire sales process.

So, what is the best quoting software right now?

Let’s go over some of our favorite solutions in 2021!

Best quoting software in 2021

  1. Salesforce CPQ
  2. PandaDoc
  3. Qwilr
  4. Quotient
  5. Quotewerks
  6. Nusii
  7. Scoro
  8. RFPIO
  9. Bidsketch
  10. Bitrix24

Where we got our data for this article

We sourced the information you’re about to read from 1.34 million page views of data, as of July 2021.

The data sources were sorted into four cohorts:

  • >1.000.000 views
  • 500.000 – 1.000.000 views
  • 100.000 – 500.000 views
  • <100.000 views

The bulk of our sources are specialized software review websites, user review platforms, and the websites of the tools covered in the article.

As you’re about to see, for the assessment of user sentiment, we used the website G2. Also included were TrustRadius and Capterra.

Other sources include relevant statistics and research linked in the article.

1. Salesforce CPQ

Salesforce

Our rating: 4.7/5

G2 rating: 4.1/5

Standout features: Guided selling, pricing engine, automated renewals, pricing analytics

Pricing: CPQ ($75/user/month), CPQ Plus ($150/user/month), CPQ & Billing growth (custom price), CPQ & Billing Plus

G2 review: “[Salesforce] CPQ reduces wasted time and helps us work more efficiently. It simplifies processes like submitting proposals and because it integrates with Salesforce CRM, all this information is easily accessible from anywhere, including mobile devices, which is extra handy for our on-the-go sales teams.”

Summary:

We all know about Salesforce: it’s one of the biggest players in the enterprise software industry.

In fact, when it comes to the CRM field, Salesforce has a larger market share than all its most fierce competitors — Microsoft, Oracle, SAP, and Adobe — combined.

With its extensive experience in CRM and a lot of automation knowledge, Salesforce manager to create a great CPQ platform with some incredibly useful functionalities.

With this tool, you can create quotes with just a few clicks but you can also help your reps select the right products and services with an intuitive configuration wizard.

They can also model different deal scenarios for complex quotes and use a single unified pricing engine. This can help them prevent price discrepancies between invoices, orders, and quotes.

Another interesting feature is the Automated Renewals that allow your salespeople to proactively generate renewal quotes and send them to customers at just the right time.

All of these workflows and features, however, come with a hefty price tag. Even the most cost-effective plan will cost you $75 per person every month. Clearly, small businesses with prominent sales teams will not find Salesforce CPQ a suitable solution.

2. PandaDoc

PandaDoc

Our rating: 4.9/5

G2 rating: 4.7/5

Standout features: Template and content libraries, interactive quotes, advanced document analytics, team collaboration.

Pricing: Free eSign (free for as many documents as you like), Essentials ($19 month/user), Business ($49 month/user), Enterprise (custom price).

G2 review: “PandaDoc is affordable and easy to use. Even our least internet-savvy customers have had no problem signing documents and making payments through PandaDoc. It is easy to import documents and set up a wide variety of fields for the customer to complete including text fields, signature, and date. We are easily able to track customer progress and search historical documents. Best of all, all of the features we need the most in our small RV inspection business are included in the free version of the software.”

Summary:

We might be biased here but, after years of perfecting our software, we feel like we can proudly put PandaDoc at the very top of this list, and for good reasons.

PandaDoc allows you to streamline your sales process easier and make the entire experience of creating sales quotes and proposals fun.

Regardless of their level of familiarity with tech software, your sales reps will find it easy to adapt to our intuitive, user-friendly interface. Using a simple drag-and-drop mechanism, you can create, send and eSign your online quotes with ease.

With PandaDoc, you can also give your customers the power of choice. With the help of our interactive pricing table, your customers will be able to change quantities, select from different options, and even chat with you if they have any questions.

And, once the quotes are sent, you can track them with our advanced analytics. Receive notifications when your prospective customers view, open, or sign your document!

3. Qwilr

Qwirl

Our rating: 4.5/5

G2 rating: 4.5/5

Standout features: Interactive landing pages, templates, and modular blocks

Pricing: Business ($75/month for up to 3 users) and Enterprise($490/month for up to 10 users)

G2 review“The functionality of the pricing tables is very helpful, not overly complex, and allows a decent VAT set up. The adaptability of the documents to more complex layouts and patterns – mosaic dropdowns on images and more options for the display of text, together with a better method of PDF conversion without losing constatina text would be great.”

Summary:

We all know how appearances play a major role when sending sales proposals. Potential clients love to see you making an effort and going that extra mile to provide them with a well-designed proposal.

Qwilr is a proposal software solution that’s all about appearances and ease of use.

Unlike other quoting tools, instead of providing you with a PDF or Word document, Qwilr gives you an interactive, mobile responsive web page.

That’s right when your client receives a proposal using the Qwilr online quoting software, they get a dynamic web page, not a regular old document.

On this web page, you can embed all kinds of content, including Google Maps, videos, calendars, etc.

Like with PandaDoc, your pricing will be interactive, where users can be active participants in the quoting process. They can choose from various options, accept, and give you their electronic signature, all in a few moments.

One issue with Qwilr is the fact that a lot of clients still prefer regular PDF documents. 

4. Quotient

Quotient

Our rating: 4.3/5

G2 rating: 4.1/5

Standout features: One-click quote acceptance, dashboard, user chat

Pricing: One-man band ($25/month, 1 user only), Business time ($45/month, 2-5 users)

G2 review“Easy to use, but it’s not for everyone. Quotient gave us a simple interface that perfectly fits with our business model. It’s simplified, easy to work with, and is extremely convenient.

Summary:

Unlike some other entries on this list, Quotient isn’t proposal automation or document management system. This software solution focuses solely on creating and sending simple, streamlined proposals to clients in just a few clicks.

Quotient makes creating quotes fairly easy — all you need to do is choose your items, add images, files, and links, and you’re ready to send.

Simply start typing your prospect’s name/email, and the app will autocomplete the field if you have them in your contacts.

Once the customer receives the quote, they can engage in a conversation and discuss the terms of the proposal with you. They can then accept the quote with one click of a button after which the quote becomes legally binding.

An obvious downside to Quotient is the fact that you can’t use elaborate proposal templates or content libraries.

You also can’t create other types of documents which may be a dealbreaker for companies that are looking for an all-in-one solution for all of their sales documents. 

5. Quotewerks

Quotewerks

Our rating: 4.3/5

G2 rating: 4.3/5

Standout features: auto-populate, grouping items that are frequently sold together

Pricing: Standard ($15/user/month), Professional ($20/user/month), Corporate ($29/user/month)

G2 review: “This software has some basic functionalities and is pretty easy to learn. If you want to put together a basic proposal for a customer to see a price estimate then this is the right software. […]There is some limited functionality on quoting abilities. While our product did not have many complexities, others may have more complex quoting needs.”

Summary:

QuoteWerks takes a simple approach to create professional quotes. The app runs locally on your PC and it features the familiar Windows interface.

Essentially, Quotewerks works the same as most other RFP and quoting software — it allows you to integrate with your CRM to get user details, create a proposal using their builder, customize the template to fit your brand, and send it to the client with interactive quotes.

What separates Quotewerks from all tools on this list is the simplistic interface. Everything you’re doing, it feels like you’re doing on Windows’ default platform.

Lots of data, tables, columns, and tabs. While some users might feel at home with this interface, here at PandaDoc we’re all about usability and the latest UX trends. That’s why we feel this app isn’t as intuitive and modern as many others reviewed.

Not to mention that you don’t have a content library or any other way to make your documents truly stand out.

6. Nusii

Our rating: 4.3/5

G2 rating: 4.8/5

Standout features: Variables, interactive pricing 

Pricing: Solo ($29/month for a single user), Team ($79/month for up to 3 users), Business ($149/month for up to 8 users) 

G2 reviewWith Nussi I have witnessed a huge difference in our business and how it has made it convenient for me by providing me with ready-to-use proposal templates. […] Not only just proposal making but also tracking of the proposal has also become efficient. […]Text editing is what I have found a little tough with it as its autosave doesn’t really allow to make changes, I would highly appreciate it if it would have made it interactive.”

Summary:

Nusii is a simple quoting solution with powerful templates that can make your proposals look about as professional as you can get.

You can use these templates to insert various engaging elements like videos, pictures, and interactive pricing tables.

You can save any element you create and use it later on, for the same or different client. The templates are also immersive and well-designed.

Nusii also offers variables to make sending quotes quicker and safer. In other words, you can create a perfect quoting document and simply edit variables such as client name, address, company name, etc. to avoid making any mistakes and sending a document with the wrong information.

If you care deeply about the environment, you’ll also be happy to know that, as a part of their partnership with Stripe, Nusii donates 1% of all revenue to carbon removal technologies.

A lot of reviewers, however, highlight the lack of editing capabilities as a big downside.

7. Scoro

Scoro

Our rating: 4.2/5

G2 rating: 4.5/5

Standout features: Billing automation, dashboard, work management

Pricing: Essential ($26/user/month), Work Hub ($37/user/month), Sales Hub ($$37/user/month), Ultimate (custom price)

G2 review: “I like the fact that all parts of Scoro are interconnected. You make a change to a task in the projects view, and it is automatically updated in the tasks view and timesheet views. I like that tasks are easily searchable and easily modified. I like the collaboration that Scoro allows and that all team members can be aware of your contributions to a project. [..] Scoro requires some training to get started and it is not always easy to find sections that you need.”

Summary:

Scoro is much more than quoting software. It’s a complex solution that lets you automate quoting, billing, projects, clients, and invoicing.

For example, Scoro has project management capabilities like time tracking.

You can plan and prioritize your work as well as manage time with calendars and a built-in time monitor to stay on top of your sales team and get a better overview of billable and non-billable hours.

You can also see everyone’s individual capacity in real-time and ensure that everyone is properly utilized.

On the sales side, Scoro provides solid CRM functions and allows you to get a 360-view of all customers.

With Scoro, you can simplify quoting using client profiles, predefined services, standard quotes, and other features that help streamline the sales cycle.

Once a quote is accepted, you can create customizable invoices based on these quotes.

Unfortunately, Scoro is limited when it comes to templates and innovative content.

Because the app tries to do so much, it’s hardly a focused quote and invoice software solution. It almost tries to compete with solutions like PandaDoc and Salesforce at the same time, not quite besting either.

8. RFPIO

Our rating: 4.2/5

G2 rating: 4.7/5

Standout features: AI recommendation engine, ROI insight, Q&A

Pricing: No pricing information on their website

G2 review: “It has been immensely useful to have one place where workers can obtain the most up-to-date and reliable information. The tool includes a moderated library of Q&A pairs, allowing your subject matter experts to quickly submit the best response for their segment. […] When using RFPIO, it can be difficult to bring new users into the application, as well as to get more than one program manager.”

Summary:

RFPIO is an RFP response and proposal creation tool that allows your sales team to quickly and easily deal with even the most complicated proposal.

All you need to do is import the document — Word, PDF, or Excel — work on it, and then export content back into the original document.

One of the most often mentioned features on review websites is the Answers library, the hub for Q&A pairs and communication that enables your team to get the most relevant information in record time.

RFPIO’s Unique Selling Proposition is the AI-powered recommendation engine that can help you quickly answer questions and add the right contributors.

The app also provides integrations with a lot of the most popular platforms, including Slack, Salesforce, Google Chrome, Microsoft Azure, and others.

And, if you don’t find the integrations you’re looking for, you can contact the developers to build your own integrations using their open API.

However, RFPIO falls short when it comes to document creation, particularly in the template department.

9. Bidsketch

Our rating: 4.1/5

G2 rating: 4.0/5

Standout features: Landing pages, next steps

Pricing: Solo ($29/month for a single user), Team ($79/month for up to 3 users), Business ($149/month for up to 8 users)

G2 review“The templates are detailed and easy to customize to your liking or your brand.
Overall, my experience has been great, the software saves us a lot of time and allows us to streamline some of our processes. […] I wish for a little bit more native integrations with other applications. Zapier integration is a huge win but more seamless native integrations would have made this software 2X better. Also, I wish the UI was a bit more updated.”

Summary:

Bidsketch is a proposal software solution that targets small businesses. It offers solid templates, an intuitive interface, and allows you to embed any content you want (or add a link to any content already online somewhere else).

The tool also enables you to give a new dimension to your proposals and quotes. You don’t have to send your clients the same old boring PDFs and Word documents: Bidsketch has the Landing pages feature.

With this feature, you can send your clients interactive landing pages which they can comment on and approve instead of going back and forth via email.

With Bidsketch, your clients can also have an overview of their next steps as soon as they sign the document. They can instantly know what they need to do next and how the rest of the process should look.

Integrations and an outdated UI are areas where Bidsketch could improve, as demonstrated by many user reviews.

10. Bitrix24

Bitrix24

Our rating: 4.0/5

G2 rating: 4.1/5

Standout features: Integrations, CRM

Pricing: Free, Start+ ($19/month), CRM+ ($55/month), Project+ ($55/month), Business Standard ($79/month), Business Professional ($159/month)

G2 review“Bitrix24 is the inexpensive CRM control option we are all trying to search. It’s not enough to be a complete elitist who knows very much, but a boss to get everything you need without making as much noise as the rest. Bitrix24 has been reported to be a stable and scalable CRM device. […] If the interface were updated to help understand the software, we would feel better. The software is not difficult, but it does not have its full capacity on the interface for us.”

Summary:

Bitrix24 is much more than a quoting software solution. It’s a complex CRM, internal communications, and project management tool that allows you to manage multiple aspects of your business at once.

For starters, you’ll notice that they offer two plans at the same price: CRM+ and Project+. Depending on whether you need project management or CRM solution, you’ll go for one over the other.

Within their CRM solution, you’ll find a lot of options like invoicing, sales pipelines, and yes — quoting.

However, the quoting aspect of their CRM solution could use some work and so could the entire proposal management process.

Creating documents, sending them to clients, and tracking analytics isn’t nearly as streamlined and intuitive as with some of the other solutions on this list.

The interface is nothing to be impressed with and the end product — the proposal document — pales in comparison to some other options we covered in this article.

Frequently asked questions about quoting software

  • A quoting system usually involves your inventory management, sales team, a CRM platform, and other departments of your business. Good quoting software can integrate with these solutions and provide a customizable quoting process that empowers you to configure precise price quotes for all clients.

     

  • The exact details of your quote can vary depending on your client and the nature of your business. However, it’s generally accepted that a quote should contain:

    • Business details such as company name, location, and brief history;
    • A detailed breakdown of costs and deliverables;
    • Deadlines or schedule of work;
    • Legal terms and conditions;
    • Payment method of preference;
    • eSignature.

  • Some of the tools we mentioned above allow you to create quotes that are hosted online and open to client interaction. These include Qwilr and Nusii which both generate landing pages that the client can comment on or sign.

  • In our opinion (which we’ll grant is subjective), you can’t get any better than PandaDoc. It’s an all-in-one solution that takes care of the entire process, from quote creation with impressive templates to tracking analytics. It’s also the only solution with which you can send unlimited documents completely free of charge.

Final word

Depending on your needs and the kind of price you’re willing to pay for quoting software, you’ll likely find some of these options more appealing than the others.

In our opinion, nothing will give you more bang for your buck than PandaDoc, even if we say so ourselves.

With hundreds of templates to choose from, eSign capabilities, and document analytics, PandaDoc does a lot at a very affordable price.

In fact, even our free plan will equip you with more than enough tools to make the quote creation process much faster and more fun.

Sign up for a free trial and take your quote management to the next level!

Yauhen Zaremba

Yauhen Zaremba Director of Demand Generation at PandaDoc

Yauhen is the Director of Demand Generation at PandaDoc. He’s been a marketer for 10+ years, and for the last five years, he’s been entirely focused on the electronic signature, proposal, and document management markets. Yauhen has experience speaking at niche conferences where he enjoys sharing his expertise with other curious marketers. And in his spare time, he is an avid fisherman and takes nearly 20 fishing trips every year.

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