You've finally done it.

You're entering the final stages of the deal you've been trying to close for weeks. The time has come to create a quote for your customer.

But how do you go about doing that?

Sales quote software makes it easier to create a quote and send a proposal to your potential customer. And many quote software options even sync information with your CRM to automate the process.

Ready to see which sales quote software options are the best? Let's take a look.

Free Download: Sales Plan Template

Here are some of the best sales quote software to choose from.

1. HubSpot Sales Quotes

Price: $400/month for five users (Sales Hub Professional), $1,200/month billed annually for 10 users (Sales Hub Enterprise)

With HubSpot Sales Quotes, you can streamline the quote-to-cash process with integrated electronic signatures and payment. You can close deals even quicker by creating a polished, branded quotes in seconds.

It comes with HubSpot's all-in-one sales software that includes sales tools like email templates and tracking, sales automation, meetings, calling, predictive lead scoring, and reporting.

Key features:

2. Proposify

Price: $19/user/month (Individuals), $49/user/month billed quarterly (Teams)

Proposify automates the sales proposal process. It lets you organize and track your team's proposals and quotes. Plus, it integrates with other software like HubSpot.

Key features:

  • Metrics and notifications
  • Interactive quoting
  • Electronic signatures
  • Custom fields


Price: Pricing available upon request.

This tool lets users create proposals and collaborate with your team to stay on top of potential requests for proposals or quotes. RFPIO has an intelligent recommendation engine that uses AI to search a database of your proposal information and documents and auto-suggests content to use in your proposal.

Key features:

  • Intake forms
  • Project management
  • Integrates with other tools and software
  • Intelligent recommendation engine

4. ClientPoint

Price: Pricing available upon request.

Close deals quicker with ClientPoint. It allows you to generate proposals and track them. Salespeople can stay on top of everything with automatic notifications and a live dashboard.

Key features:

  • Content library
  • Document generation engine
  • Electronic signatures
  • Integrates with CRMs and other software

Best Sales Quote Software

5. Loopio

Price: Price: Pricing available upon request.

Loopio helps you create and manage RFPs (requests for proposals) and collaborate with your team. You can add and edit your best content in a library and respond to questions with automated workflows.

Key features:

  • Automatic responses
  • Integrates with other software
  • In-depth reporting
  • Automated content reviews

6. Qwilr

Price: Price: $75/month (Business), $5,880/year (Enterprise)

Create beautiful quotes with Qwilr's quote templates. Share your quote via a link and the client can sign, accept, and pay in a single flow. Plus, you can set up custom quote packages so your prospective customer can pick from different product and service combinations.

Key features:

  • Password protection
  • Template library
  • Interactive pricing
  • Built-in payment

7. GetAccept

Price: $25/month/license billed monthly (Starter), $40/month/license billed annually (Business), $60/month/license billed annually (Enterprise)

GetAccept is an all-in-one sales quote software that lets you create proposals, manage contracts, and collect electronic signatures. And it integrates with other software your sales team uses on a daily basis. You can track each part of the sales process from the initial meeting to closing.

Key features:

  • Automated follow-up
  • Live chat and video
  • Real-time document editing
  • Approvals via email or SMS

Looking for more? Learn how to create a successful sales campaign next.

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Originally published May 22, 2019 7:30:00 AM, updated April 16 2020


Sales Automation