The best quotation software of 2026

PandaDoc is a document platform, so the quote you send can also be the proposal, the order form and the signed agreement. You build the quote from a product catalog, show options and add-ons in a pricing table, and the customer reviews, signs and pays in the same link through Stripe, PayPal or Square. PandaDoc also handles recurring payments for retainers and subscriptions.

It connects to HubSpot, Salesforce and Pipedrive, and PandaDoc says it works with more than 15 CRMs in total, so reps can start a quote from the deal they are already working on.

Check the plan before you sign up. The Free plan (five documents a month) and the $19 Starter plan cover documents and e-signatures but leave out pricing tables, the product catalog, payment collection and CRM integrations. Those start on Business, at $49 a seat a month billed yearly, which also adds approval workflows and unlimited templates. CPQ sits on the custom-priced Enterprise plan and needs usage credits or a paid add-on. The Salesforce integration is a paid add-on even on Business.

If you also need contract storage and renewals, PandaDoc appears in our contract management software guide too.

Proposify suits agencies, consultants and service companies whose quote sits inside a longer proposal. Its interactive quoting lets the buyer change quantities and tick optional add-ons, and the total updates on the page, which gives you an upsell without another round of email. Reps pull services and prices from a shared product catalog, and every plan includes legally binding e-signatures.

The Build plan costs $49 per user a month, or $39 billed yearly, and covers unlimited documents, the content library, the product catalog and integrations. Grow, at $65 per user a month billed yearly, adds roles, custom fields and approval workflows: you set a price total or a discount percentage, and anything over it waits for a manager before it reaches the buyer. Scale has a platform fee of $12,800 a year that includes 10 users and adds the Salesforce managed package.

Proposify takes payments through Stripe. Its pricing page also lists monthly send allowances under older plan names, so ask how sends are counted on the plan you choose before you commit.

Qwilr sends a quote as an interactive web page instead of a PDF attachment. Its quote blocks combine line items with tiered plans, and you can add an ROI calculator so the buyer sees the return before the price. The buyer accepts with one click, signs, and pays in full, in part or on a recurring schedule through QwilrPay.

Starter costs $35 per user a month billed yearly, or $49 month to month, and works for one person. Growth ($55) and Scale ($75) are billed yearly only and need at least five and ten users. The plan also changes the payment fee: QwilrPay charges 0.09% per transaction on Starter and nothing on Growth or Scale, so teams that collect large deposits through the quote may save on the higher plan.

Qwilr fits B2B sellers and agencies whose buyers forward the quote around their company, because a link with an ROI section reads better on a phone than a spreadsheet does. It is more than a tradesperson needs for a one-line job quote.

Better Proposals has the lowest entry price of the proposal tools here. The Starter plan is $13 a month billed yearly, or $19 month to month, for one user and 10 documents a month. It already includes legally binding e-signatures, interactive pricing tables with automatic totals, and payment integrations with Stripe, GoCardless and PayPal, so a freelancer can send a priced proposal and take a deposit the moment the client signs.

Premium ($21 per user a month billed yearly, $29 monthly) removes the seat limit, raises sends to 50 a month and adds CRM integrations, a custom domain and automatic expiry dates, which help when your prices change often. Enterprise ($42 yearly, $49 monthly) adds unlimited sends, manager approvals and one-click acceptance without a signature. A follow-up add-on called Nudge costs $10 per user a month.

Starter caps you at 10 documents a month, so if you send more than two or three quotes a week, you will need Premium.

Quotient does one job: it sends a tidy quote that the customer accepts online. You can add optional items and multiple-choice items, so the customer can pick the standard or premium version of a job without you sending a second quote. When they accept, Quotient connects to Xero and QuickBooks Online for invoicing, and to Capsule, Insightly, Mailchimp and Zapier for the rest of your tools.

Pricing is per account rather than per seat up to five people. Solo costs $28 a month for one person and 100 quotes a month. Team costs $48 a month for up to five people with unlimited quotes, and each extra person after five adds $8 a month, so ten people pay $88. The trial runs 21 days, longer than most here, and needs no card.

Quotient has no e-signature contracts, payment collection or CRM-style pipeline, so a sales team with long deals will outgrow it. For a plumber, a cleaning company or a small agency that wants a professional quote out the door in a few minutes, it is the simplest tool on this list.

Zoho Invoice is free, with no paid tier. You create a quote, send it, and the customer views, accepts or comments on it in a self-service portal. Once they accept, Zoho Invoice can convert the quote into an invoice automatically and send it for payment, and the customer pays that invoice through the same portal.

The free plan allows two users, three projects and 500 invoices a year, and documents carry "Powered by Zoho Invoice" branding. That is plenty for a freelancer or a two-person studio. If you outgrow it, Zoho points you to Zoho Billing, and the same company makes Zoho CRM if you later want a sales pipeline around your quotes.

You give up design control and sales features: there are no interactive pricing tables, optional add-ons or approval rules of the kind Proposify and PandaDoc offer. Treat it as a free, reliable way to send a quote and get paid, and move to a proposal tool when your quotes need to sell.

Jobber is field service software for trades such as cleaning, HVAC, landscaping, plumbing, painting and roofing, and Jobber says more than 100,000 businesses use it. Quoting is one step in a chain: you send the quote, the client approves it in their client hub, and the same record becomes the scheduled job and then the invoice, so nobody retypes the details.

Core costs $49 a month with no commitment, $39 on a one-year commitment or $29 billed yearly, for one user, and includes quotes. Connect (from $99 a month billed yearly for one user) automates quote and invoice follow-ups, which matters when half your quotes go unanswered. Optional line items for upselling, such as a maintenance plan on top of a repair, start on Grow (from $149 a month billed yearly). Extra users cost $29 a month each. The 14-day trial gives you the Grow features without a card.

If you do not schedule crews or visit customers' homes, you are paying for features you will not use; Quotient or Zoho Invoice will cost less.

QuoteWerks is the specialist pick for technology resellers. It pulls live product and price data from distributors and vendors including Ingram Micro, TD SYNNEX, D&H, Pax8, Dell Premier and Amazon Business, so you are not copying part numbers and costs into a template by hand. It connects to the PSA and CRM tools MSPs run on, including ConnectWise PSA, Autotask, HaloPSA, HubSpot, Salesforce, Microsoft Dynamics 365 Sales and Zoho CRM.

Every edition includes unlimited quotes, unlimited named users, bundles with a configurator, optional and substitute items, peer review and approval, purchase orders and quote revisions. Essential costs $49 per concurrent user a month, or $44.92 billed yearly. Online acceptance, e-signature and card or ACH payments come with QuoteValet on Balanced ($79, or $72.42 yearly). Pinnacle ($99, or $90.75 yearly) adds automatic US sales tax rates and procurement tracking. The QuickBooks Online integration is $20 a month per site.

Pricing by concurrent user helps teams where many people quote occasionally. Outside IT and electronics, the distributor data is wasted and a proposal tool will look better for less.

DealHub is configure, price, quote (CPQ) software for sales teams whose prices are too tangled for a pricing table: usage-based fees, tiered and fixed prices in one deal, several price books, and partners who quote on your behalf. Reps follow a guided quote configuration, and parallel approval workflows send a discount to several managers for approval at the same time.

It works inside Salesforce, HubSpot and Microsoft Dynamics 365, and also has its own API. Headless API quoting, which lets you build quotes from your own app or website, is a paid add-on. DealHub sells two tiers, Growth and Scale, and publishes no prices; you request a quote from its team. No free trial is listed.

Choose DealHub when you have a revenue operations person to own the setup and a sales team large enough that quoting errors cost real money. A team of five sending fixed-price service quotes will be better served by PandaDoc or Proposify.