getapp-logo

App comparison

Add up to 4 apps below to see how they compare. You can also use the "Compare" buttons while browsing.

GetApp offers objective, independent research and verified user reviews. We may earn a referral fee when you visit a vendor through our links. 

Quoting Software with Document Templates (2026)

Last updated: April 2026

Key features of Quoting Software

Based on GetApp's analysis of verified user reviews collected between July 2021 and August 2024.

  • Pricing and Cost Calculations: Reviewers value customizable pricing options, quick price determination, and the ability to build and manage BOMs for accurate pricing. 97% of reviewers rated this feature as important or highly important.
  • Quotes/Estimates: Users highlight the ease of creating professional, customizable quotes that can be quickly generated, revised, and converted to invoices. 96% of reviewers rated this feature as important or highly important.
  • Proposal Generation: Reviewers appreciate the ability to create detailed, branded proposals with customizable templates, enhancing communication and efficiency. 96% of reviewers rated this feature as important or highly important.
  • Billing & Invoicing: Users find invoicing tools user-friendly, highlighting automated reminders, integration with payment processors, and detailed, professional invoices. 95% of reviewers rated this feature as important or highly important.
  • Electronic Signature: Reviewers emphasize the convenience of obtaining signatures quickly, streamlining contract approvals and enhancing the overall sales process. 93% of reviewers rated this feature as important or highly important.
  • Pricing Management: Users appreciate features for accurate, up-to-date pricing from multiple suppliers and customizable pricing displays to ensure precise quotes. 91% of reviewers rated this feature as important or highly important.
1 filter applied

Features


Integrated with


Pricing model


Devices supported


Organization types


User rating


60 software options

Xero logo
Category Leaders

Cloud-based accounting software for small businesses

learn more
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.

Read more about Xero

Users also considered
PandaDoc logo
Category Leaders

Cloud-based tool for creating, editing and signing documents

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

Read more about PandaDoc

Users also considered
Odoo  logo

All-in-one open-source business software

learn more
From creating quote templates, contracts from scratch, and recurring invoices to receive faster payments with Odoo's built-in quote tools.

Read more about Odoo

Users also considered
JobBOSS² logo

Job shop system for manufacturing workflows

learn more
JobBOSS² is a job shop management software designed specifically for custom metal manufacturing businesses. It streamlines operations through integrated scheduling, inventory tracking, and job costing features that help manufacturers optimize workflows. The system includes AI-based tools, such as BOM Builder, quality management capabilities, and real-time analytics that enable businesses to monitor production efficiency and profitability.

Read more about JobBOSS²

Users also considered
Jenesis Software logo

Insurance agency management solution

learn more
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.

Read more about Jenesis Software

Users also considered
shopVOX logo
Category Leaders

Web-based manufacturing solution for custom fabricators

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

Read more about shopVOX

Users also considered
Better Proposals logo
Category Leaders

Web-based sales proposal software to win business faster.

learn more
Better Proposals is a web based platform for creatives and service providing businesses to create professional, well-formatted sales proposals, with digital signatures, 3rd party integrations, and more. Know when proposals are opened, forwarded or downloaded in order to follow up at the right time.

Read more about Better Proposals

Users also considered
Proposify logo

Cloud-based proposal management tool for sales teams.

learn more
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.

Read more about Proposify

Users also considered
QuoteWerks logo
Category Leaders

Quoting & Proposal CPQ Solution Integrating w/ Your Systems

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

Read more about QuoteWerks

Users also considered
Quotient logo
Category Leaders

Online Quoting and Proposal Software

learn more
Quotient is a full quoting system with the ability to create quotes, view quote activity on a dashboard, get email notifications, track views & opens, and more.

Read more about Quotient

Users also considered
Ignition logo

Sell, bill and get paid in one platform.

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

Read more about Ignition

Users also considered
A1 Tracker logo

Enterprise risk management software

learn more
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.

Read more about A1 Tracker

Users also considered
DealHub logo
Category Leaders

Agentic Quote-to-Revenue platform for enterprises

learn more
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).

Read more about DealHub

Users also considered
WBudget logo

Cloud-based sales proposal management solution

learn more
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.

Read more about WBudget

Users also considered
Quoter logo

Sales enablement for technology service providers.

learn more
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.

Read more about Quoter

Users also considered
Cacheflow logo
Category Leaders

Deal-closing platform that automates quote to close

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

Read more about Cacheflow

Users also considered
Fluent logo

Document generation tool for creating contracts & proposals

learn more
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.

Read more about Fluent

Users also considered
Configure One Cloud logo

The World's Most Powerful CPQ Platform

learn more
Configure One CPQ empowers companies to easily configure, price, quote, & sell complex products. Make Configure One the cornerstone of your digital transformation, win more business, and delight your customers.

Read more about Configure One Cloud

Users also considered
Qvidian logo

RFP response automation and proposal management software.

learn more
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.

Read more about Qvidian

Users also considered
iQuoteXpress logo

For sales proposals & product and pricing configuration

learn more
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.

Read more about iQuoteXpress

Users also considered
Expedite Commerce logo

Managing the Buying Journey with AI

learn more
Expedite Commerce is a cloud-based platform for Revenue Operations and Revenue Management in sophisticated B2B companies. It offers quote-to-cash software solutions for CPQ, eCommerce, Recurring Billing, and more for Manufacturing, SaaS, IoT, XaaS, and Communications industries.

Read more about Expedite Commerce

Users also considered
OneBill logo

Lead to Revenue Redefined

learn more
OneBill is a revenue management software that provides businesses with tools to streamline subscription management and billing processes. It enables to manage administrative operations, including automated order provisioning & activation, CPQ, revenue reporting, commission management, etc.

Read more about OneBill

Users also considered
Axonaut logo

All-in-one business management for small teams.

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

Read more about Axonaut

Users also considered
Revv logo

The best eSignature workflow automation software

learn more
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.

Read more about Revv

Users also considered
Teamogy logo

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

learn more
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.

Read more about Teamogy

Users also considered