With all businesses feeling the strain of COVID-19 epidemic – the impact on sales, to the emotional effects of isolation and uncertainty – it might feel that everything is spinning out of control. Every org now re-evaluating their costs, which is why it has become all the more important to have the right tools in place – so that your business bounces back to full strength as quickly as possible. One of these is the quoting software tool.

“Definition of a sales quote: A sales quote states the price for goods and services. It is a document that usually has a detailed item-by-item breakdown for the customer. Alternatively, sales quotes can also include a tentative cost or an estimate quote that takes into consideration various factors like labor and product with market-dependent prices.”

Benefits of using a quoting software tool

The right quoting tool is affordable, easy-to-use, integrates seamlessly with your existing CRM and helps your sales team to close deals faster. These tools should be scalable to meet the requirements of your sales team size, number of quotes produced per day and geographical locations.

  • Give your sales reps a head start with free templates that can be customized
  • Help author professional-looking quotes faster with a user-friendly editor
  • Be collaborative as quotes require inputs at multiple points
  • Enable easy approvals from the customers with seamless integration with e-signature
  • Have built-in product and price catalogs for efficient discount management
  • Have approval workflows that trigger notifications for quick turn-overs

Here are top 5 quoting tools (and their features) that you can include in your sales tech stack:


Built for B2B sales teams, RevvSales easily aligns with your company’s pricing rules and business logic to create, manage and quickly deliver error-free quotes and order forms to your customers.


  • In-built product catalog and price book with a flexible configuration option.
  • Templatized pricing options for software, hardware, services, and various range pricing
  • Quote templates management with form-based UI
  • Share quotes via online link and emails
  • Configure approval workflows for price, discount, and terms
  • Built-in e-signature
  • A central repository of all your sales documents
  • Dashboard with insights-driven analytics and reporting
  • Integration with your CRM and DocuSign
  • 24/7 support on chat, email, and phone

Out of the box functionalities

RevvSales comes with a familiar and user-friendly, spreadsheet like UX for managing products and pricing. You can close deals faster by sharing quotes directly from the app helping you collaborate with teams and customers with ease.

Pricing/Trial version:

RevvSales has a free Essential version along with a Team version that costs $15/user/month. For their Enterprise version, you have to get in touch with them.


Operating natively within Salesforce CRM and Microsoft Dynamics CRM (and others), Dealhub.io software enables the sales team to configure quotes and proposals minus human errors.


  • Create price books
  • Out of the box pricing configuration capabilities
  • Spreadsheet like layout for product catalog
  • Ability to author documents with price books
  • Collaborate with people across departments
  • Real-time engagement analytics
  • Customer support via chat/email
  • An optimized workflow approval process

Out of the box functionalities

Besides easing your quoting process, Dealhub connects your contract management process to CPQ rather than just a stand-alone function. It is also relatively flexible and customizable as per your business requirements.

Pricing/Trial version

You can sign up for a demo from their website.


Pandadoc helps you improve your deal workflow by giving you sales insights and help deliver a fantastic buying experience to your customers. Their claim – a 28% increase in sales deal close rates.


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

Out of the box functionalities

The existing dashboard of Pandadoc is quite robust, enabling sales managers to track analytics and refine their sales process accordingly.


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.


A sales quoting and proposal software, QuoteWerks, comes with all the necessary features needed for sales reps to create and send a quote.


  • Easy integration with Connectwise
  • Customizable product lists or catalogs
  • Interactive quotes for customers
  • Peer reviews act as guardrails for sales reps
  • Real-time updates on document changes
  • Conditional workflows
  • Basic customer support

Out of the box functionalities

Their quote analytics dashboard gives real-time updates regarding the status of the quote. Extensive data can be gleaned from the contract status and cycle time. This data can be used to improve the sales cycle.


While they do have a free trial, they also have a Standard edition for $15 (Individual plan), a Professional plan for $15/per user/per month, and a $29 Corporate edition.


You can reimagine your quote with Qwilr. It allows you to put interactive elements and make it look professional all at the same time.


  • Customizable template library
  • Easy integration with 3rd party CRMs like Hubspot
  • E-signature
  • A powerful search option to look for sales quotes (even if created a long-time back)
  • Work across devices
  • Invite team members to the same document, retain access

Out of the box functionalities

This tool helps you reimagine the way you send across quotes to your customers. Along with sending across interactive quotes, course-correct your sales process after viewing insights like which sections they spent the most time on, and which page was most viewed.


They do have a 14-day trial of their Business plan, post which it is charged $66 for three users. For their Enterprise plan, it costs around $490 for ten users.

While the choice of a quoting software will depend on the business type, industry, strength of the sales team, a good quoting tool should allow you to create, customize and collaborate easily across functions and locations.