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Top Rated Quoting Software with Audit trail

Last updated: June 2026

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118 software options

Xero logo

Cloud-based accounting software for small businesses

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Create and send quotes in minutes using the contact, inventory and pricing information you’ve set up in Xero. You can also use your smartphone to send quotes on the spot, from wherever you are.

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PandaDoc logo

Cloud-based tool for creating, editing and signing documents

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Accelerate deals by simplifying the process to generate, negotiate, and eSign professional quotes. PandaDoc adds powerful CPQ functionality to every leading CRM Software.

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Jobber logo

Tool that manages quotes, schedules, invoices and tasks

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Join over 250,000 home service pros using Jobber. We make it easy to schedule appointments, quote, invoice, and get paid faster. Organize your field service business and impress your clients - get started today.

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Salesforce Revenue Cloud logo

Configure price quote solution native to Salesforce

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Salesforce CPQ is a configure price quote solution fully native to the Salesforce platform that delivers automated sales quoting with out-of-the-box capabilities like Guided Selling and Pricing & Discount Schedules, to save time while turning around accurate branded proposals

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iQuoteXpress logo

For sales proposals & product and pricing configuration

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Building, sending, and tracking professional sales quotes is easier than ever with iQuoteXpress (IQX). A quoting tool that works standalone, or integrates into any CRM system, IQX makes quoting a breeze and reduces costs by as much as 70%. Starting at $39 a seat.

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QuoteWerks logo

Quoting & Proposal CPQ Solution Integrating w/ Your Systems

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QuoteWerks CPQ automates the sales process creating Quotes and Proposals integrating with CRM and Accounting Solutions. Know when quotes are viewed & e-Signed

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EASA logo

Convert macro/VBA enabled spreadsheets into secure web apps

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Converts existing, complex macro/VBA enabled Excel spreadsheets into secure and remotely browser accessible web apps (including from mobile devices) eliminating Excel chaos. Operates on-prem or cloud

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Anchor logo

Streamlines billing for effortless payments

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Easily create and send quote & proposals that can be reviewed and signed from any device. Just choose a service from your service library, outline your terms, and send it to your client to sign digitally.

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Jenesis Software logo

Insurance agency management solution

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Jenesis Software is an insurance agency management solution that helps independent agencies reach out to potential prospects, manage clients, and improve relationships with policyholders. Key features include document management, cancellation tracking, renewal management, and marketing automation.

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A1 Tracker logo

Enterprise risk management software

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A1 Tracker is a risk management platform designed to help businesses of all sizes manage & mitigate risks across contracts, migrations, insurance, assets & claims. A1 Tracker enables users to track, report & manage trends, reducing risks on claims for insurance premiums, product liabilities, & more.

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Tradify logo

Powerful job management platform & app for small businesses

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Tradify's powerful toolset including quoting and estimating is trusted by thousands of tradespeople and contractors.

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DocFlite logo

Quote and Proposal Management Software for Teams

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Create simple or complex quotations. Add tax, overrides, exemptions to you costings. Choose what level of detail your customer sees. Create a user hierarchy and segregate data for sub-teams. Use the approval workflow to approve critical documents from team members.

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WBudget logo

Cloud-based sales proposal management solution

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WBudget is a complete web-based proposal management platform that helps companies to save time and avoid rework. An average WBudget user creates and submits a fully professional proposal in less than 5 minutes and can remotely track its approval and closure.

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Qwilr logo

Document design and automation tool for sales teams.

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Replace your PDF quotes with interactive and mobile-friendly webpages that are as easy to build and reuse as they are beautiful.

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Paperless Parts logo

Quoting and estimating software for manufacturers

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Paperless Parts is a cloud-based estimating and quoting software for manufacturing businesses that empowers job shops to make informed decisions. It integrates seamlessly with other systems, eliminating double data entry and errors. The AI tool, Wingman, extracts key details from quote packages, speeding up the quoting process.

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vtenext logo

The easy all-in-one CRM for process automation

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Attract, contact, close deals and increase customer loyalty in an easy, efficient and automated way with vtenext, the all-in-one open source CRM to design and optimize your marketing, sales, post-sales and customer service activities.

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JobNimbus logo

Be more professional, profitable, efficient, and organized.

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JobNimbus is a contractor software platform that customizes to your business and grows with it. With full visibility of all your jobs and their stages, our platform makes it simple to control your workflow. You can manage your processes and keep every aspect of your business running!

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shopVOX logo

Web-based manufacturing solution for custom fabricators

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shopVOX is a cloud-based custom manufacturing solution with features for sales lead management, quoting, business intelligence, employee management, and more

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Ignition logo

Sell, bill and get paid in one platform.

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Ignition automates proposals, billing, payments and workflows in a single AI-powered platform, empowering service-based businesses to sell, bill and get paid faster.

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Initiative CRM logo

CRM for B2B companies

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Initiative CRM is a CRM for B2B that includes shared agenda, opportunity tracking, quotes, invoices, complaints in one tool.

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FieldPulse logo

Cloud-based field service management software

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A good quote or estimate helps you win more business. FieldPulse makes it easy to generate clean, professional quotes that satisfy customers and help you preserve margins on each and every job. Watch out for software that makes estimates difficult. The easy choice is FieldPulse.

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Payaca logo

Simple, yet powerful, CRM solutions.

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A CRM solution for ambitious field service businesses. With a focus on simplicity and efficiency, we empower businesses to streamline operations, build strong customer relationships, and fuel growth. Developed by software experts, Payaca is designed for adaptability and continuous improvement.

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TopBuilder logo

CRM+BI for the contruction industry.

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TopBuilder’s software equips business owners, sales & marketing leaders, and estimators with an essential platform that combines business development with the accounting, estimating and project management tools your team already uses, bringing all your data and documents into a single platform.

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Oneflow logo

Turn contracts into your competitive advantage

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Oneflow is an AI-powered contract management platform that turns contracts into an operating system that drives revenue, compliance and operational efficiency. With Oneflow, teams can create, review, sign, and control contracts in one unified platform.

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DealHub logo

Agentic Quote-to-Revenue platform for enterprises

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Are lengthy quote times eroding buyer interest? Reduce time-to-quote with DealHub’s award-winning quoting software for midsize & enterprise companies.
Native integration with your CRM (Microsoft Dynamics, Salesforce, HubSpot, SugarCRM, and Freshworks).

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