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Quoting Software with Document Automation (2026)

Last updated: April 2026

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36 software options

PandaDoc logo
Category Leaders

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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Proposify logo

Cloud-based proposal management tool for sales teams.

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Revolutionize quoting with Proposify: quick, accurate, and straightforward. Generate detailed quotes with standardized pricing and automated approvals. CRM integration streamlines processes, turning quotes into sales faster.

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QuoteWerks logo
Category Leaders

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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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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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
Category Leaders

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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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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Nusii logo

Proposal management software with built-in templates

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Nusii is an online proposal management software designed to help businesses create proposals using built-in templates and share them with clients via email. The application allows organizations to directly upload or embed videos into proposals using social platforms such as YouTube or Vimeo.

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Quoter logo

Sales enablement for technology service providers.

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Quoter is a modern, cloud-based quoting platform that helps technology service providers sell more and get paid faster. Created by the original developers that built IT Glue, Quoter is lightning fast, friendly to use, and designed to get more people quoting.

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Cacheflow logo
Category Leaders

Deal-closing platform that automates quote to close

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Cacheflow is a cloud-based deal-closing solution that helps streamline the quote-to-close process. Users can create proposals including usage-based pricing.

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Fluent logo

Document generation tool for creating contracts & proposals

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Fluent (formerly Windward Core) is a powerful document generation platform combining an MS Office designer plugin, a centralized template manager, and a best-in-class engine to automate your business’s frequently created documents.

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Qvidian logo

RFP response automation and proposal management software.

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With Qvidian, sales and proposal teams can collaborate effortlessly to quickly deliver polished and compliant proposals, presentations, and sales documents. Join the more than 1,000 companies and 200,000 users that count on Qvidian to meet deadlines, tame proposal content chaos, and win more deals.

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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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Axonaut logo

All-in-one business management for small teams.

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Quickly create, customize, and send quotes. Track approvals and convert quotes to invoices in one click for a seamless sales process.

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DocSales logo

Sales automation platform for creating proposals & contracts

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DocSales is a sales automation software designed to help businesses create, edit, electronically sign, and share documents, proposals, quotes, and contracts with customers or prospects on a centralized platform.

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Revv logo

The best eSignature workflow automation software

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A modern sales quoting software that enables sales teams to manage their quotes, optimize the sales process, close deals, and collect payments.

Revv’s enterprise-grade security and powerful features enable sales teams to create, share, store, and get quotes eSigned within minutes from any device.

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Teamogy logo

All-in-one cloud platform for projects, finances & teams

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Teamogy is a secure all-in-one cloud platform for managing projects, finances, documents and teams. Includes budgeting, time tracking, invoicing, reporting, integrations and automation. Accessible anytime, scalable for startups to enterprises.

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QuoteCloud logo

QuoteCloud: Where Quotes Soar, Business Thrives!

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Supercharge your business with QuoteCloud – the ultimate solution for effortless quoting, unlimited document creation, eSignatures, and more. Elevate your sales process and conquer the competition with QuoteCloud today!

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Surefront logo

Surefront Unified PLM, PIM and CRM Collaboration.

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Surefront unifies PLM, PIM, and CRM, streamlining product collaboration, vendor management, workflows, and ensures team alignment.

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VistaQuote logo

Inbound RFQ Mgmt. with Auto-Quoting & Online Quote Approval

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Transform how you manage inbound RFQs & send customer quotes. With a single click, quotes are sent to customers & seamlessly entered into your software without manual entry. It even interprets plain-text emails using AI, enabling automatic quoting, enhancing efficiency, and saving valuable time.

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Vista-Suite logo

Cloud-based Aviation ERP and MRO Software with Mobile Apps

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Vista-Suite Enterprise is a cloud ERP and MRO software with inventory management, RFQ and quote automation, order processing, logistics, and invoicing.

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Conga CPQ logo

Deliver accurate quotes more quickly & create smarter deals.

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Conga helps sales professionals create, send, track and sign error-free sales quotes online — on any device, anywhere.

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LEEGOO BUILDER logo

Efficient proposal preparation for complex products

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The CPQ software LEEGOO BUILDER supports you in product configuration, calculation and proposal preparation. The flexibly adaptable standard software is primarily designed to meet the requirements of mechanical engineering, special machinery and plant engineering.

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SpreadOffice logo

Cloud-based business management tool

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SpreadOffice is a cloud-based business management tool that assists with the creation of accounting forms such as purchase orders, and invoices. Users can generate reports and customize estimates and invoices according to the organization's format.

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