Os 10 melhores softwares de gestão de cotações em 2026

Avaliações do melhor software de gestão de propostas

1. 

   1

   altaFlow

   Best with bi-directional CRM and ERP sync

   • Free demo available
   • From $399/month (billed annually)

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   Customer Rating:4.5/5This rating combines scores from multiple user review sites to reflect overall customer sentiment about the product.

   

   altaFlow is a document automation platform designed to help organizations build and automate complex document-driven workflows across sales and finance. Rather than functioning as a standalone CPQ tool, altaFlow provides building blocks such as document generation, web forms, workflow automation, and eSignatures that teams use to create custom quote-to-cash processes. It supports organizations managing high volumes of quotes, approvals, and cross-system data flows between CRM and ERP platforms while maintaining compliance and operational consistency.

   Who Is altaFlow Best For?

   altaFlow is best suited for mid-sized to large organizations, particularly Revenue Operations (RevOps) and Sales Operations teams that require tight integration between quoting workflows, CRM systems, and ERP platforms.

   Why I Picked altaFlow

   For teams that need to keep sales and finance data consistent across systems, I picked altaFlow because of its bi-directional CRM and ERP synchronization capabilities. Using no-code Bots, business users can configure automated data flows that push and pull quote information between systems without relying heavily on IT or custom development. This reduces manual entry, lowers the risk of discrepancies, and helps ensure that quote data reflects the most up-to-date information stored in core systems. Instead of replacing CRM or ERP pricing logic, altaFlow pulls structured data from those systems and applies conditional workflow logic to generate documents within the quote-to-cash process.

   altaFlow Key Features

   Some features that support quote-to-cash automation include:

   • Customizable document templates: Create branded quote templates using dynamic fields and conditional content tied to CRM or ERP data.
   • Automated approval workflows: Configure multi-step routing with rule-based logic before quotes are finalized.
   • Conditional document logic: Apply rule-based conditions that reference CRM or ERP data to control document outputs within your workflow.
   • Audit trail tracking: Monitor document activity, approvals, and workflow steps for visibility and compliance.

   altaFlow Integrations

   Integrations include Salesforce, NetSuite, SharePoint, and HubSpot.

   Pros and Cons

   Pros:

   • Custom approval workflows for quotes
   • Audit trails for all quote activities
   • Bi-directional sync with CRM and ERP systems

   Cons:

   • Some advanced features require higher-tier plans
   • Occasional delays in bulk quote processing
   Learn more about altaFlow:

   • Check out altaFlow on their website
2. 

   2

   DealHub AI

   Best for guided quote configuration

   • Free demo available
   • Pricing upon request

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   Customer Rating:4.7/5This rating combines scores from multiple user review sites to reflect overall customer sentiment about the product.

   

   DealHub AI is a quote-to-revenue platform that helps revenue teams create, manage, and track quotes and proposals. It supports various pricing models and sales scenarios, making it adaptable to different business needs.

   Why I picked DealHub AI: I picked DealHub AI because of its guided quote management experience, which helps with product selection, pricing strategies, and discounting rules. It supports complex pricing models like tiered and usage-based pricing, making it flexible for different sales scenarios. Automated approval workflows enable quick collaboration and one-click sign-offs, while dynamic line-item customization ensures every quote is tailored and precise. These features help reduce manual work, maintain compliance, and speed up the entire quote management process.

   DealHub AI Standout Features and Integrations

   Standout features include configurable bundles and discounts, allowing you to create competitive offers that align with your pricing strategies. The partner and channel quoting feature ensures consistency across indirect sales teams by enabling scalable and controlled quoting. Additionally, the deal desk dashboard provides real-time insights into quote progress and approval status.

   Integrations include Salesforce, Microsoft Dynamics 365, HubSpot, Freshworks, DocuSign, Gong, Slack, LinkedIn, Google, Facebook, Optimizely, and SalesLoft.

   Pros and Cons

   Pros:

   • Automated quote generation
   • Digital DealRoom enhances collaboration with customers
   • Accurate pricing through predefined rules

   Cons:

   • Lacking some niche integrations
   • Advanced customization may require support
   Learn more about DealHub AI:

   • Check out DealHub AI on their website
3. 

   3

   iQuoteXpress

   Best for clear, predictable monthly pricing

   • Free demo available
   • From $39/user/month

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   Customer Rating:4.8/5This rating combines scores from multiple user review sites to reflect overall customer sentiment about the product.

   

   Also known as IQX, iQuoteXpress offers a CPQ solution for sales professionals that has a proven pricing configurator that can be used in tandem with Shopify as an essential ecommerce tool for B2B organizations that facilitates simplified restocks and purchasing for your existing customers.

   Why I picked IQX: This platform made my list because of the way they manage their knowledge repository. Whenever one of your sales reps needs to create a quote, edit a proposal, or configure inventory pricing, everything they need is in one place, including relational product trees, document library, education center, and product data.

   IQX Standout Features and Integrations

   Standout features include branded, customized proposal templates and quote creation tools, contact management that stores customer data and purchase history, and proposal tracking and reporting that includes sales activity, forecasting, group productivity, proposal status, and expense summary.

   Integrations include DocuSign, HubSpot, Microsoft Dynamics, Oracle, Pipedrive, QuickBooks, Salesforce, Xero, Zoho Books, and Zoho CRM.

   Pros and Cons

   Pros:

   • Step by step implementation support
   • Responsive and personalized customer support
   • Simple user interface with intuitive navigation

   Cons:

   • No mobile app for access on the go
   • Highly customized implementations take much longer
   Learn more about iQuoteXpress:

   • Check out iQuoteXpress on their website
4. 

   4

   Celigo

   Best with 1,000+ prebuilt connectors

   • 30-day free trial available
   • Pricing upon request

   Visit Website

   

   Celigo helps revenue operations teams connect and automate quote management workflows across multiple business systems, making it easier for midsize and enterprise organizations to manage complex quoting, approvals, and data syncs at scale.

   Who Is Celigo Best For?

   Revenue operations and IT teams at midsize to large companies who need to automate and connect complex quote management processes across multiple systems.

   Why I Picked Celigo

   I picked Celigo as one of the best because its library of 1,000+ prebuilt connectors lets my team quickly link our CRM, ERP, and ecommerce platforms without custom development. I can automate quote creation and sync pricing or customer data across Salesforce, NetSuite, and Shopify in minutes. This saves us from building and maintaining point-to-point integrations for every quoting workflow.

   Celigo Key Features

   • No-code flow builder: Design and deploy automated quote workflows using a drag-and-drop interface.
   • Data transformation tools: Map and convert data formats between quoting, CRM, and ERP systems.
   • Error management dashboard: Monitor, troubleshoot, and resolve integration errors from a single dashboard.
   • Role-based access controls: Set permissions for users managing quote automation and integrations.

   Celigo Integrations

   Integrations include Salesforce, Microsoft Dynamics 365 Business Central, Oracle NetSuite, Walmart, SAP, Snowflake, Acumatica, ADP, Adobe, and 3M.

   Pros and Cons

   Pros:

   • Detailed audit logs for compliance tracking
   • Automated multi-step quote approval routing
   • Granular user permissions for quote data access

   Cons:

   • Occasional sync delays with large quote volumes
   • Limited native support for e-signature tools
   Learn more about Celigo:

   • Check out Celigo on their website
5. 

   5

   Dock

   Best for quote and order templates

   • Free plan + free demo available
   • From $350/month (billed annually)

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   Customer Rating:4.9/5This rating combines scores from multiple user review sites to reflect overall customer sentiment about the product.

   

   Dock is a sales and onboarding software that features digital sales rooms, centralized content management, and templates to help sales teams standardize their processes while providing customers with personalized experiences.

   Why I picked Dock: Dock stands out as a quote management software because of its customizable templates that help save sales teams time from creating documents from scratch. I also like that Dock offers approval workflows for large deals, custom agreements, and discounts, and provides order form analytics to track the status of documents, whether they have been signed, viewed, or require updating.

   Dock Standout Features and Integrations

   Standout features include mutual success plans for onboarding, signature reminders, secure digital signatures, personalized client portals, engagement analytics, pricing and order forms, and repeatable follow-up processes.

   Integrations include HubSpot, Salesforce, Slack, Zoom, Airtable, Pandadoc, Typeform, and more.

   Pros and Cons

   Pros:

   • Centralized sales room for all sales content and important documents
   • Approval mechanisms for unique quotes and agreements
   • Templates to save time on quote building

   Cons:

   • Order form features are an add-on
   • Integrations with Salesforce and HubSpot are only available on higher-tier plans
   Learn more about Dock:

   • Check out Dock on their website
6. 

   6

   Proposify

   Best proposal automation and quote management for SMBs

   • 14-day free trial + free demo available
   • From $19/user/month (billed annually)

   Visit Website

   Customer Rating:4.6/5This rating combines scores from multiple user review sites to reflect overall customer sentiment about the product.

   

   As a general proposal and work management tool, Proposify offers an online software that provides more control and visibility at every stage of the sales process. From quote creation to follow-ups with clients, you can create and manage all the most essential sales documents you need and house them in a central space.

   Why I picked Proposify: I wanted this platform on my list because it combines two sales steps that often go hand in hand: proposals and quotes. With access to proposal templates, contract details, and quote creation, you can communicate with clients in real time and make edits as needed to close deals faster.

   Proposify Standout Features and Integrations

   Standout features include quote template creation through drag-and-drop editing from your content library to standardize and automate sales documents and advanced insights into prospect behavior that tracks how they interact with quote documents.

   Integrations include Accelo, ActiveCampaign, Copper, Drift, Gong, Harvest, HubSpot, monday.com, Nimble, Salesforce, and Zendesk Sell. Proposify has both native and Zapier-driven integrations.

   Pros and Cons

   Pros:

   • Very responsive customer support team
   • Flexible customization for building templates
   • Clean, sleek proposal and quote documents

   Cons:

   • Formatting through copy/paste can be clunky
   • Has a bit of a learning curve
   Learn more about Proposify:

   • Check out Proposify on their website
7. 

   7

   QuoteWerks

   Best for branded, professional quote creation

   • Free trial available
   • From $45.83/user/month (billed annually)

   Visit Website

   Customer Rating:4.5/5This rating combines scores from multiple user review sites to reflect overall customer sentiment about the product.

   

   As a web-based CPQ software solution, QuoteWerks is designed to enable organizations of all sizes to create, edit, and view quotes and proposals online. Enjoy complete document management capabilities that allows users to edit, create, and open documents on the web. With this platform, you can access and manage quotes on the go from any device with a web browser.

   Why I picked QuoteWerks: I liked this software for my list because it places a focus on something that many other platforms only care about tangentially — branding. With QuoteWerks, you can brand quotes, proposals, presentations, and other sales documents (like terms and conditions, contracts, and SOWs) with beautiful, professional layouts.

   QuoteWerks Standout Features and Integrations

   Standout features include e-sign and accepting legally binding documents directly in the platform, collecting ACH and credit card payments with any one of over 80 payment gateways, and knowing at what stage your quotes are at with tracking and viewing capabilities in real time.

   Integrations include ACT!, ConnectWise, Datto Autotask, GoldMine, HubSpot, Maximizer, Microsoft Dynamics, Salesforce, SugarCRM, and Zoho CRM.

   Pros and Cons

   Pros:

   • Intuitive user interface and navigation
   • Custom template creation standardizes documents
   • Easy to train new staff on the platform

   Cons:

   • The UI can feel a little outdated
   • Limited knowledge of local sales tax
   Learn more about QuoteWerks:

   • Check out QuoteWerks on their website
8. 

   8

   HubSpot Sales Hub

   Best for CPQ capabilities and CRM integration

   • 14-day free trial
   • From $7/user/month (billed annually)

   Visit Website

   Customer Rating:4.4/5This rating combines scores from multiple user review sites to reflect overall customer sentiment about the product.

   

   HubSpot Sales Hub is a quote management and Configure, Price, Quote (CPQ) platform that streamlines how sales teams create, customize, and manage quotes. It covers everything from quote generation and approval workflows to e-signatures and payments—helping teams accelerate deal cycles and reduce administrative friction.

   Why I picked HubSpot Sales Hub: HubSpot Sales Hub stands out for its deep CPQ integration within HubSpot’s CRM, making it a natural choice for teams that want quoting, deal management, and customer data in one place. Its AI-assisted quoting, customizable approval workflows, and built-in e-signature and payment tools help sales organizations move faster while maintaining compliance and accuracy.

   Standout features & integrations:

   Features include AI-powered quote generation, customizable approval workflows, real-time quote tracking, analytics and reporting, and seamless post-sale accounting integration. These capabilities allow revenue teams to deliver accurate quotes quickly, gain visibility into client interactions, and make smarter decisions based on live performance data.

   Integrations include Salesforce, Microsoft Dynamics, Google Workspace, Slack, LinkedIn Sales Navigator, Zapier, PandaDoc, QuickBooks, Shopify, and Stripe.

   Pros and Cons

   Pros:

   • Customizable approval workflows ensure compliance and streamline deal reviews.
   • Seamless integration with HubSpot CRM unifies sales and quoting workflows.
   • AI-powered quoting improves accuracy and reduces manual data entry.

   Cons:

   • Some users report limited customization options for complex quotes.
   • Pricing may be a barrier for smaller or budget-conscious teams.
   Learn more about HubSpot Sales Hub:

   • Check out HubSpot Sales Hub on their website
9. 

   9

   Quoter

   Best quoting tool for ViOP and telecom industry needs

   • Free demo available
   • From $299/month

   Visit Website

   Customer Rating:4.6/5This rating combines scores from multiple user review sites to reflect overall customer sentiment about the product.

   

   This modern, cloud-based platform is designed to help technology service providers sell better and get paid faster through a simplified, collaborative user experience, customized quote creation, pre-built templates, and drag-and-drop quote editing. Checkable, optional selections and add-ons bring your customers in on the quote building experience.

   Why I picked Quoter: I chose this platform for my list of professional quote creation platforms because of the way you can group services, products, and labor into different sections within a quote. Add the sections and items you want for easily readable quotes with visualization for subtotals and breakdowns.

   Quoter Standout Features and Integrations

   Standout features include drag and drop editing to reorder various sections of a quote to better highlight the scope of work and optional add-on sections that customers can check and uncheck for themselves.

   Integrations include ConnectWise, Datto Autotask, Dicker Data, HubSpot, Ingram Micro, Mailchimp, Pipedrive, QuickBooks Online, Salesforce, and Xero.

   Pros and Cons

   Pros:

   • Flexible and intuitive customization options
   • Fast, simple, and easy to learn
   • Allows editable pre-loaded inventory and product lists

   Cons:

   • Once created, quotes aren’t editable
   • Branding options aren’t as sophisticated
   Learn more about Quoter:

   • Check out Quoter on their website
10. 

    10

    PandaDoc

    Best for automated workflows

    • Free plan + 14-day free trial + free demo available
    • From $19/user/month

    Visit Website

    Customer Rating:4.5/5This rating combines scores from multiple user review sites to reflect overall customer sentiment about the product.

    

    PandaDoc is a quote management tool that automates document creation and streamlines approvals for sales and operations teams. It covers the full quote-to-close process—from document generation and e-signature collection to analytics and payment—helping teams save time, reduce errors, and accelerate deal velocity.

    Why I picked PandaDoc: PandaDoc stands out for its ability to automate quote generation using product catalog data, ensuring accuracy and consistency across sales documents. Its smart content rules and collaborative digital spaces simplify deal-making, making it especially effective for distributed sales teams. Executives value the visibility PandaDoc provides through detailed tracking, analytics, and seamless CRM integrations that enhance forecasting accuracy and close rates.

    Standout features & integrations:

    Features include customizable templates, CPQ configuration tools, workflow automation, smart content adaptation, real-time document tracking, and secure e-signatures. These capabilities eliminate manual quoting errors and shorten cycle times.

    Integrations include Salesforce, HubSpot, QuickBooks, Stripe, PayPal, Microsoft Dynamics 365, Zoho CRM, Pipedrive, and Zapier.

    Pros and Cons

    Pros:

    • Offers detailed tracking and analytics for better visibility into quote performance.
    • Integrates seamlessly with major CRM and payment systems.
    • Automates document workflows to reduce manual errors and save time.

    Cons:

    • Certain advanced features require upgrading to higher-priced plans.
    • Some users report sudden service interruptions and inconsistent support response times.
    Learn more about PandaDoc:

    • Check out PandaDoc on their website