21 Best Quote Management Software In 2026

DealHub 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: I picked DealHub 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 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.

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.

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.

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.

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.

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.

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.

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.

Salesforce Revenue Cloud is a quote management platform that automates Configure, Price, Quote (CPQ) processes for revenue teams. It supports complex pricing structures, subscription billing, and order-to-cash workflows, helping teams generate accurate quotes faster while maintaining data consistency across sales, finance, and operations.

Why I picked Salesforce Revenue Cloud: Salesforce Revenue Cloud stands out for its end-to-end CPQ and billing automation capabilities that help unify sales and finance functions. By streamlining configuration, pricing, and approval processes, it reduces quoting errors and shortens deal cycles. Its scalability and subscription management make it especially valuable for businesses with recurring revenue models or complex pricing needs.

Standout features & integrations:

Features include automated quote generation, configurable pricing and discount rules, guided selling, order management, automated billing and invoicing, and revenue recognition compliance—all within a centralized, data-driven platform.

Integrations include Salesforce Sales Cloud, Service Cloud, MuleSoft, Tableau, Slack, Pardot, Marketing Cloud, Einstein Analytics, and FinancialForce.

BlueSnap Accounts Receivable Automation is a payment automation platform that streamlines invoicing, payment collection, and subscription management for finance teams. It automates the quote-to-cash process—covering billing, reconciliation, and customer payments—so teams can accelerate cash flow and reduce manual workloads.

Why I picked BlueSnap Accounts Receivable Automation: BlueSnap Accounts Receivable Automation stands out for its ability to automate billing and collections across multiple currencies and payment types, improving both cash flow and customer experience. Its ERP and CRM integrations minimize disruption to existing financial operations, while a branded self-service portal simplifies invoice payments and enhances transparency. These capabilities make it a strong fit for organizations seeking to modernize their AR operations without adding unnecessary complexity.

Standout features & integrations:

Features include automated billing workflows, real-time financial reporting, global payment orchestration, compliance tools, and a branded customer portal that supports recurring and subscription payments.

Integrations include leading ERP and CRM systems such as QuickBooks, Microsoft Dynamics, and Salesforce, enabling seamless synchronization across finance and customer data.

Designed to enable subscription companies to grow revenue and scale rapidly by bringing new services and products to market without operational constraint, Zuora is a cloud solution that allows you to adopt a variety of creative pricing and packaging methods that ensure you can gain more market share, automate billing, and manage high volume self-service sales.

Why I picked Zuora: One really cool feature from Zuora is their Monetization Suite, which helps you manage a variety of business models on one single platform. Use this tool to launch pricing models, scale billing operations across all subscribers, and enable subscription changes for every channel.

Zuora Standout Features and Integrations

Standout features include a CPQ that allows you to build a quote based on any combination of products, subscriptions, and services for the entire subscriber lifecycle and a payment support system designed to reduce fraud and increase acceptance.

Integrations include AnyPoint Platform, Boomi, Everstage, NetSuite, PayPal, Pipify, QuickBooks, Salesforce, Sisense, and Spiff.

Cincom CPQ is a quote management platform that automates complex product configurations and pricing for sales teams in manufacturing and financial services. It streamlines quoting, integrates with enterprise systems, and supports global operations so teams can deliver accurate, timely, and consistent quotes at scale.

Why I picked Cincom CPQ: Cincom CPQ stands out for its intelligent configuration and smart pricing capabilities—core features that maintain pricing accuracy and reduce administrative burden. By automating key parts of the quoting process, it frees up your team to focus on closing deals and improving customer engagement. Its deep integration with CRM and ERP systems ensures a unified view of product, customer, and pricing data across your organization.

Standout features & integrations:

Features include intelligent configuration, guided selling tools, version control, mobile accessibility, analytics, and a customizable interface that adapts to your business needs.

Integrations include Salesforce, Microsoft Dynamics, Oracle, SAP, CAD, PLM, e-commerce platforms, analytics, e-signature, and marketing tools.

This online quoting software is designed as a quoting and estimating platform to support manufacturing processes, including CNC milling Swiss screw machining, CNC lathe, additive manufacturing, and sheet metal fabrication. It also offers sales, pricing, and revenue generation features with accounting software, online payments, and electronic signatures.

Why I picked Paperless Parts: One of the reasons this platform made my list is because of their BOM building capabilities. Instead of spending days estimating and organizing a bill of materials, you can automatically extract tree structures from CAD files to create and edit assemblies, identify and price subcomponents, and purchase all necessary hardware more quickly.

Paperless Parts Standout Features and Integrations

Standout features include tracking and management of RFQs on one centralized platform for easier viewing, manufacturability warnings to catch issues as early as possible, and a PDF viewing tool to help compare revisions, redact sensitive information, and ensure information is searchable.

Integrations include E2 Shop, Epicor, Fulcrum, JobBOSS, JobBOSS2, HubSpot, Infor® VISUAL, Infor® SyteLine, Made2Manage, and MIE Trak Pro.

As a quote and order platform, Experlogix can help automate the entire quote-to-order process for professional service firms, manufacturers, publishers, and high-technology companies. Built on Microsoft .NET tech, Experlogix Configurators are available on-demand, on-premise, and off-line to ensure you have the support you need for all CPQ operations.

Why I picked Experlogix: One of the reasons this platform is on my list is because of their guided selling feature, which verifies the accuracy of a quote or order in real time. It instantly delivers the intelligent feedback you need via a color-coded highlight or pop-up message. Use this feature to configure recommendations for add-ons, cross-selling, and upselling.

Experlogix Standout Features and Integrations

Standout features include logic-based discounting and pricing through an intuitive, wizard-driven workbench and 2D/3D visualization that allows clients to see configurations of their products in real time based on the options they’ve selected.

Integrations include Dynamics 365, Dynamics 365 Business Central, Dynamics 365 Sales, NetSuite, and Salesforce.

HiveCPQ is a web and mobile friendly quote management and inventory tracking system that provides product configuration, collaborative workflows, visually optimized product details, and real-time product updates by connecting to your other apps. This platform is designed to benefit marketing, sales, engineering, operations, and customer service departments.

Why I picked HiveCPQ: The main reason I chose this quote management software is because of their robust configurator. In addition to having a web and mobile app, this system can load data from anywhere and integrate with every other system you use. It can also solve highly complex configurations while taking user privileges into account.

HiveCPQ Standout Features and Integrations

Standout features include collaborative elements that allow customers to join in on the process, interactive exploded plans of products to help customers order the correct spare parts, and global capabilities that ensure the platform functions in your customer’s currency, time zone, and language.

Integrations include Microsoft Business Central, Microsoft Finance, Microsoft Project Operations, PowerAutomate, Salesforce, and Zoho CRM. You can also build your own integrations with the Hive API.

RevOps is a quote management platform that streamlines deal creation, approval, and execution for revenue teams. It centralizes quote building, pricing, and signing workflows—helping sales and operations teams accelerate deal cycles, maintain compliance, and improve accuracy.

Why I picked RevOps: RevOps stands out for its customizable approvals and integrated agreement builder, which allow teams to align deal workflows with company policies and reduce approval bottlenecks. Its native integrations with Salesforce, HubSpot, and DocuSign ensure data consistency from quote to close, while built-in eSignature and pricing automation help sales teams close deals faster and with fewer errors.

Standout features & integrations:

Features include bespoke approvals, an agreement builder, pre-approved terms, automatic pricing adjustments, and a centralized agreement repository—each designed to reduce manual effort and streamline revenue operations.

Integrations include HubSpot, Salesforce, DocuSign, and Google Workspace for unified deal management across the GTM stack.

As an adaptive quoting, revenue, and billing software solution for SaaS companies, Subskribe strives to deliver a totally unified platform with no need for silos or reconciliation from quote to revenue. Utilize innovative deal structures, like mid-term upsells and flexible discounts, to increase growth and ensure a faster time to market.

Why I picked Subskribe: This best quoting software made the list because they claim to get you up and running in just a few weeks — where other professional service providers can take up to six months. Subskribe also says they deliver a tool that requires almost no user training, allowing sales reps to structure deals and create approval workflows with just a few clicks.

Subskribe Standout Features and Integrations

Standout features include a billing system to help finance organizations enable subscription management, as well as usage-based billing and automated revenue recognition to accelerate book closing and eliminate the need for reconciliation.

Integrations include Avalara, DocuSign, HubSpot, Netsuite, PandaDoc, QuickBooks, Salesforce, Slack, and Stipe.

As a unified quoting, billing, and usage platform, MonetizeNow delivers a streamlined quote-to-cash process to help your organization manage all channels of sale and price models without looking for point solutions in your GTM architecture. With options to control offering types, comprehensive pricing, and real-time pricing updates, MonetizeNow works with your current processes to enhance sales, quotes, and billing.

Why I picked MonetizeNow: This platform made the list because of their customized quote template capabilities. With this tool, you can completely control the data shown in any quote presentation, including the product descriptions and billing schedule. This tool also provides you with the ability to set default net terms, as well as customized terms and conditions.

MonetizeNow Standout Features and Integrations

Standout features include complex and ramp capabilities that allow you to schedule quote changes, make quote changes mid-term, and sync subscription start and end dates. It also comes with approval workflows to ensure consistent pricing decisions across your organization.

Integrations include AWS, Avalara, Azure, Braintree, DocuSign, DropBox, Sage, Salesforce, Stripe, and Xero. All integrations are bi-directional connections.

As a cloud-based platform that’s built specifically for B2B revops, Expedite Commerce provides a dedicated software that has it all, including CPQ, an ecommerce storefront, CLM, revenue billing and forecasting, a digital sales room, and subscription management. This platform also has real-time analytics that result in actionable results.

Why I picked Expedite Commerce: One of the unique features that got this platform on my list was their guided digital selling. With this tool, you can create an interactive quiz that asks the right questions of your clients to find out what they truly need and guides them to the right products.

Expedite Commerce Standout Features and Integrations

Standout features include a digital sales room to collaborate with customers, an ecommerce storefront that offers a B2C-like experience to B2B customers, and flexible billing modules that include recurring billing and subscriptions.

Integrations include Affirm, Avalara, BS PayOne, Digital River, Go Cardless, Klarna, NetSuite, Salesforce, SAP, and TripWorks.

Zoho CRM is a quote management tool that streamlines the Configure, Price, Quote (CPQ) process for sales teams and business owners. It automates pricing, quote generation, and product configuration, helping teams deliver accurate, tailored quotes and close deals faster.

Why I picked Zoho CRM: Zoho CRM stands out for its CPQ functionality—an essential capability for teams managing complex pricing and product configurations. The system automates quote calculations, ensures pricing accuracy, and reduces manual errors, making it easier for sales teams to respond quickly to customer requests. With advanced customization, data security, and analytics tools, it’s designed to enhance efficiency while maintaining trust and control across the quoting lifecycle.

Standout features & integrations:

Features include CPQ automation, quote creation and approval workflows, permission management for collaborative sales teams, and built-in analytics for quote performance insights.

Integrations include Google Workspace, Microsoft Office 365, Slack, Mailchimp, QuickBooks, Shopify, Salesforce, Zoom, Zendesk, and Dropbox—plus API support for custom integrations.