Are you searching for the best quoting software or app for your small business? Luckily, today there are many excellent quoting software options available in the market. We've broken down our picks for the best quote software for small businesses in 2023. Read on to discover the pricing models, pros and cons, along with the general lowdown on what quotation software is best for your business.
What software can you use to create a quote?
Quotation software is a tool employed by businesses to automate the process of documenting and displaying prices for goods and services they offer. In addition, these tools handle client interaction, creating a means for your customers to accept or reject your proposals. What's more, most quote software provides templates that users can edit to match their unique styles.
As all quoting software vary widely in price, features, purpose, and ergonomics, not all will be suitable for you as a freelancer or small business owner. Therefore, choosing software for your quotation needs is not a task you should hurriedly perform. Any decision requires careful analysis of your options.
As a small business owner or freelancer, you will need to communicate descriptions of your products to potential customers. These descriptions (also known as quotes) contain prices, quantities, discounts, and other relevant information that will convince customers to purchase your products.
In this digital age, it's archaic and often cumbersome to deal with hardcopy quotation documents. Hence why you need a software solution that can adequately represent your business and automate repetitive tasks. You'll quickly discover that quotation software is one of the most useful tools in a business owner’s arsenal.
The Top 12 Best Quotation Software For Small Businesses Are:
- PandaDoc
- Better Proposals
- Bonsai
- GetAccept
- Scoro
- Quoter
- Clientjoy
- Quotient
- Proposify
- ClientPoint
- Qwilr
- QuoteWerks
Quick Comparison of Quoting Software & Apps for Small Business
| Software | Starting Price | Differentiator |
|---|---|---|
| Better Proposals | $19 per user | Beautiful templates and affordable pricing |
| PandaDoc | $19 per user | The best all-around quote software |
| Bonsai | $17 per user | The best quotation software and all-round tool for freelancers |
| GetAccept | Free | Digital Sales Room feature |
| Scoro | $26 per user | Includes comprehensive workflow and time management tools |
| Quoter | $99 (unlimited users) | Client engagement tracking and analytics |
| Clientjoy | Free | Comes with a fully operational CRM for businesses and freelancers |
| Proposify | $49 per user | Streamlines project pitch creation |
| ClientPoint | $35 per user | Comes with tools to help with selling and closing |
| Qwilr | $35 per user | Interactive web-based proposals deliver world-class buyer experiences. |
| QuoteWerks | $13.75 per user | Ability to create professional, branded quotes in minutes |
What quotation software do most small businesses use?
According to G2, the online quoting software with the most users is PandaDoc, evidenced by 1,680 customer reviews. A close second is Proposify, with 884 user reviews. While it might be tempting to choose the most popular option, this software may not suit your specific needs. As such, we recommend reading through the options in this article before making an informed decision.
1. PandaDoc
Founded: 2013
HQ: San Francisco, California, USA
| Key info | Pricing: From $19 per user per month Free plan: No Trial length: 14 days Support: 24/7 (phone + email) |
|---|---|
| Best for | Teams requiring a range of tools including e-signature, custom fields and approval workflows |
| Pros | + Best Electronic Signature Document Platform for Small Businesses + Quick and easy to set up, send and sign documents + Great for document storage and organization |
| Cons | - Extra cost for Salesforce integration - May be tricky adding custom fonts - Although friendly, technical support may need improvement |
Integrations | ActiveCampaign, GoogleWorkspace, Slack, and many more |
Few quoting software brands can claim the same popularity level that PandaDoc enjoys. This phenomenon is hardly surprising, given that more than 40,000 companies, including Autodesk and TATA Steel, use PandaDoc.
PandaDoc is favored for its simplistic approach to creating professional-looking sales proposals. It provides more than 750 templates to users for quick and iterative quote designs. One of PandaDoc’s best features is the ability to quickly create e-signatures for documents, with one customer stating that:
“If you are looking for software to handle electronic signatures, you must check out @pandadoc ! It has a great free plan and you can add documents right from your Google Drive.”
Another strong point of PandaDoc is its first-class support for integrating a wide range of CRM, billing, and administrative tools. Moreover, PandaDoc’s developers provide detailed tutorials on how to perform these integrations. In addition, these tools enable you to live chat with your clients and provide functionalities for real-time price negotiation.
According to G2, PandaDoc has a 4.7 out of 5 stars rating, earning it the best results among competing quote software for winter 2023. Furthermore, it has excellent scores for ease of use, ease of setup, and quality of support. For this reason, most users are likely to recommend PandaDoc as a quoting software.
That being said, the biggest complaint about PandaDoc is the extra cost of integrating some external tools. Many customers consider this software average in this regard, with a lot more room for improvement.
PandaDoc scores 4.7/5 on G2 and 4.5/5 on Capterra
2. Better Proposals
Founded: 2009
HQ: Brighton, United Kingdom
| Key info | Pricing: From $19 per user per month Free plan: No Trial length: 14 days Support: Phone, email, & chat |
|---|---|
| Best for | Businesses that need fully customizable, bespoke and branded quotation templates |
| Pros | + Wide variety of different templates and suggested content + Incredibly user-friendly + Amazing personalized customer support |
| Cons | - You have to save your edits or risk losing them - Third-party website integration like Zapier is only available for higher-priced plans |
Integrations | ActiveCampaign, Agile CRM, Stripe, Paypal, and many more |
Better Proposals prides itself on its ease of use and abundant templates for beginners. It appeals to a wide range of users with support for more than 25 languages and currencies worldwide. These users chose Better Proposals as their proposal software for its simplicity and design options.
One of the stand-out features of Better Proposals is its competitive pricing. It has one of the lowest monthly starting prices among all the software on this list. However, you should note that its low pricing does not imply lower quality. On the contrary, this software offers you a better deal for the same (if not more advanced) capabilities than its competitors.
Moreover, Better Proposals provides integration support for over 40 CRM tools , live chat services, payment services, and automation tools. In addition, it features a well-documented and easy-to-use API that you can embed within your website or web application. This API provides tools for creating and using proposals, templates, currency, and companies.
Despite a few reviews citing issues regarding pricing tables, Better Proposals is loved and trusted by more than 10,000 freelancers and small businesses globally. This is unsurprising given the several tutorials, affordable pricing plan, and superb customer support team. The consensus among users of this software is that it is user-oriented, customizable, and easy to integrate with external services.
Better Proposals scores 4.4/5 on G2 and 4.8/5 on Capterra
3. Bonsai
Founded: 2015
HQ: San Francisco, California, USA
| Key info | Pricing: From $17 per month Free plan: No Trial length: 7 days Support: Phone, email & chat |
|---|---|
| Best for | Freelancers that need a full suite of tools to run their business, including quotes and proposals functionality |
| Pros | + A plethora of professional-looking, branded templates for proposals and contracts + Built-in invoicing with automated reminders for pending invoices + Easy to use, built-in time tracking system |
| Cons | - Missing income reporting features - Mobile app is not full-featured - Limited options for editing and customizing contracts |
Integrations | Quickbooks, Zapier, Calendly |
Bonsai is an all-in-one project, quotation and proposal software solution. It’s designed for freelancers and small businesses and supports more than 180 currencies globally. Despite its main function as quoting software, Bonsai’s project management tools have garnered users’ praise.
Bonsai offers over 120 templates for sales documents like invoices, contracts, proposals and quotes. These templates cover a wide range of businesses and services, including accounting, SaaS, and project management. According to customer reviews on G2, Bonsai’s best feature is the template library. It has received praise for its time-saving capabilities, ease of use, and e-signature integration.
Bonsai’s starter plan pricing is especially affordable for freelancers and small businesses. It offers unlimited clients and quotes, projects, a built-in client CRM, and up to five project collaborators for no additional cost. As your new business grows, you can get unlimited subcontractors and collaborators as well as a talent pool by upgrading to the $52 business plan. The business plan also offers integrations with third-party apps and even more templates.
One powerful feature of Bonsai that users often overlook is workflow automation. This feature allows you to execute dynamic actions based on client interaction with your web forms. For example, you can automatically send a notification email to clients when they open or fill out your forms. Bonsai’s automation features also extend to time tracking and invoicing, allowing you to quickly draw up bills and send them to clients.
Bonsai scores 4.8/5 on G2 and 4.3/5 on Capterra
4. GetAccept
Founded: 2015
HQ: San Francisco, California, USA
| Key info | Price: From $15 per user per month Free plan: Yes Support: Phone, email & chat |
|---|---|
| Best for | Business-to-business sales teams |
| Pros | + Can record videos to send with the documents + Excellent support for hiding sensitive content + Tracking and automated notification |
| Cons | - Creating a proposal is manual and can be frustrating - Occasional issues with syncing CRM - Complicated methods of uploading documents |
Integrations | https://www.getaccept.com/integrations |
GetAccept’s primary selling point is its Digital Sales Room (DSR), an all-in-one solution for a seamless sales process. The DSR provides content creation tools that place you several steps ahead of your contemporaries when advertising your products to clients. With these tools, you can create presentations, video demos and price quotes, and track your engagement metrics.
GetAccept provides an extensive template library to base your content. However, some customers have reported glitches and performance issues when creating proposals from templates. Despite these issues, working with the templates is intuitive, and adding elements to the document is very easy.
Sales teams and their managers readily recommend GetAccept for the customizable product library within the DSR. This library includes a search bar with which you can quickly find specific products for addition, removal, or editing. However, its greatest advantage is the ability to populate product tables within your quotations with items from the product library.
According to several customers, the most appealing quality of GetAccept is its flexibility. In fact, customers are so impressed by the sheer amount of seamless third-party integration that they request even more integrations. Rest assured, this request will not go unheeded as GetAccept’s development team is constantly adding new features.
The software’s update rate has been well-received by the majority of users, with one happy customer stating that:
“It's extremely easy to use with existing documents or to create your own templates. The team is very active, and new features are added continuously. The support is very helpful and keen to get things right.”
5. Scoro
Founded: 2013
HQ: London, United Kingdom
| Key info | Pricing: From $26 per user per month Free plan: No Trial length: 14 days Support: 24/7 (phone + email) |
|---|---|
| Best for | Agencies and consultancies needing comprehensive and quoting management software |
| Pros | + All-in-one solution and adaptable to any business + Great for project management and team collaboration + Excellent for creative media companies |
| Cons | - Difficult to grasp, especially for beginners - May be hard to modify some parameters, and you may leave them as default - No automation support |
Integrations | Slack, Asana, Evernote, and many more |
If your business provides professional consulting services, you should consider using Scoro to manage your quoting and billing. Scoro’s core mandate is to save time spent performing business activities. As such, it provides all the project management tools you need within a centralized control hub.
Scoro provides a 360-degree overview of your clients, including communication history, quotes, and projects. Furthermore, this quoting software provides customized tools designed for managing the entire sales process. With just a few clicks and even fewer steps, you can generate sales quotes ready for your client’s e-signature.
The most prevalent complaint about Scoro is the inconsistent user interface. Many customers state that there are UI changes with nearly every update, making it difficult to develop a comfortable workflow.
Scoro may have a steeper learning curve than other options on this list but nearly all users applaud the project management tool Scoro offers. Some even praise it as the greatest collection of task and project management tools. In addition, customers rate the team collaboration features very highly. All in all, Scoro is an excellent choice for those who require excellent management tools to supplement their quotation needs.
Scoro scores 4.5/5 on G2 and 4.6/5 on Capterra
6. Quoter
Founded: 2018
HQ: Vancouver, Canada
| Key info | Price: $99 per month Free plan: No, Free Demo Support: Phone, email & chat |
|---|---|
| Best for | Technology Service Providers needing advanced quotation tools |
| Pros | + Simple and intuitive user interface + Fast, helpful customer support + Easy-to-create quote templates |
| Cons | - The spell-check function doesn't work in the text field box - Poor post-sales functionality - Lack of vital support for blacklisting email accounts |
Integrations | Dato Autotask, ConnectWise, Ingram Micro, Salesforce, and many more |
The hefty price tag of $99 per month for the basic plan makes Quoter the most expensive quoting software on this list. Naturally, a small business owner has to wonder if paying for this software is a worthy investment.
In response to this question, you should be aware that Quoter provides the most advanced quoting features of all software featured in this article. Moreover, it supports unlimited users per account.
This software allows you to generate interactive quotes, granting your clients the ability to select optional products, input user-defined variables, and dynamically calculate the total price of products. In addition, Quoter provides smart templates that can be customized to your tastes with attached proposals, brochures, and contracts.
Quoter also offers excellent support for electronic signatures, allowing clients to accept your terms and approve purchases electronically. It also provides numerous third-party integrations, including Zapier and Salesforce. With these integrations, you can easily import products from external sources into your quotes. Powered by Gfk Etilize, these product catalogs can quickly be queried using the manufacturer name, product description, or even images.
Quoter generally has positive reviews on G2, with most customers commending its simplicity, time-saving templates, and integrations. Furthermore, customers report no serious product issues besides missing spell-check functionality. The price seems not to be an issue for many reviewers on G2. However, you might consider a cheaper option if you’re a freelancer or a small business owner.
Quoter scores 4.7/5 and 4.6/5 on Capterra
7. Clientjoy
Founded: 2014
HQ: Ahmedabad, India
| Key info | Pricing: Free or from $39 per user per month Free plan: Yes Support: Phone, email & chat |
|---|---|
| Best for | Freelancers and small teams looking for affordable quoting software |
| Pros | + Fully featured, simple, and practical user interface + Seamless integration with easy to setup tutorial + Integration with platforms such as google drive, Gmail, and google sheets |
| Cons | - Proposal templates could be improved - The Android app is still work-in-progress, particularly the UI and workflows - Fewer template options than others on this list |
Integrations | Embed over 100 apps in your client portal for free |
Clientjoy offers an all-in-one business management solution several times cheaper than its competitors. It offers an attractive zero-cost plan perfect for freelancers and solopreneurs, with which you can create a custom sales pipeline, quotes and proposals for an unlimited number of clients.
ClientJoy’s defining feature is the client Portal 2.0, which provides unparalleled client management functionalities. This application allows you to organize, under a singular interface, all files, invoices, sales, and proposals associated with a particular client. Furthermore, you can invite representatives from the client company into the portal for an interactive experience.
In addition to the Client Portal, Clientjoy features a sales management pipeline that more than 4000 businesses use. These businesses have affiliations with tech giants like Amazon, Samsung, and Qualcomm. Customers have reported that this pipeline helps them save at least one hour daily when performing tasks. Additionally, you can upload your products to this pipeline and integrate them with a CRM tool to advertise them to potential clients.
Clientjoy is an advanced quoting software with several features that place it ahead of competitors. Hence, its near-perfect score of 4.8 out of 5.0 stars on Trustpilot is well-earned. Most customers praise Clientjoy for its affordability, ease of use, and fully-featured solutions.
However, several reviews state that Clientjoy could be improved, especially in the Android app user interface.
Clientjoy scores 4.5/5 on G2 and 5/5 (6 reviews) on Capterra
What Software Do Small Business Owners Need to Know?
In addition to the Client Portal, Clientjoy features a sales management pipeline that more than 4000 businesses use. These businesses have affiliations with tech giants like Amazon, Samsung, and Qualcomm. Customers have reported that this pipeline helps them save at least one hour daily when performing tasks. Additionally, you can upload your products to this pipeline and integrate them with a CRM tool to advertise them to potential clients.
Clientjoy is an advanced quoting software with several features that place it ahead of competitors. Hence, its near-perfect score of 4.8 out of 5.0 stars on Trustpilot is well-earned. Most customers praise Clientjoy for its affordability, ease of use, and fully-featured solutions.
However, several reviews state that Clientjoy could be improved, especially in the Android app user interface.
8. Quotient
Founded: 2011
HQ: Columbia, Maryland, USA
| Key info | Pricing: From $25 per user per month Free plan: No Trial length: 30 days Support: Email |
|---|---|
| Best for | Small businesses who require quick, no-fuss quote tools |
| Pros | + Simple and intuitive to use + Able to keep track of the percentages of quotes accepted and shows statistics through graphs and charts + Quotient reaches out to your customers and asks them to leave a review for you |
| Cons | - The import/export is a bit tricky - Changes the business name on all historical quotes if you change your business name - Being unable to professionally control change orders can lead to a sense of unfairness among clients |
Integrations | Quickbooks, Mailchimp, Zapier, and more |
Quotient sets out to perform one task and perform it well. In stark contrast to competing products, it does not offer other tools beyond those that directly complement quotations. As a result, this quoting software can focus all its resources on creating the best sales quotes for your clients.
Quotient prides itself on simplicity, advertising itself as a breath of fresh air regarding quote software. One of its best features is the private chat interface, allowing your team members to communicate directly on quotes. In addition, Quotient features a customer review interface that allows clients to leave reviews of products they purchase from you.
Interestingly, the consumer base for this product is divided when it comes to its sparse feature set. Many customers prefer its simplicity and ease of use. Conversely, just as many customers feel that the product is too barebones and could do with many more features. These customers complain about the basic formats of quote documents and state that it is not worth the price.
Quotient is a good quoting program for businesses looking for a simple and intuitive quoting solution and nothing more. It allows you to generate quotes quickly and efficiently while collecting metrics on your sales. Nevertheless, in light of its competitors offering more features at lower prices, Quotient may be a touch too expensive for its feature set.
Quotient scores 4.2/5 on G2 and 4.8/5 on Capterra
9. Proposify
Founded: 2013
HQ: Halifax Regional Municipality, Canada
| Key info | Pricing: From $49 per user per month Free plan: No, Free Demo Support: Phone, email & chat |
|---|---|
| Best for | Businesses in need of a wide range of scalable features |
| Pros | + Large variety of proposal templates + Functionality for creating snippets of content for later use + Easy integration with other platforms |
| Cons | - Needs more editor features - Lack of spell-checking functionality - Building a proposal from a template can be time-consuming |
Integrations | Accelo, ActiveCampaign, Asana, and many more |
Proposify is highly effective when used by sales teams consisting of five or more members. In line with its design philosophy, Proposify provides first-class support for team collaboration. Consequently, its multi-user interface is unlike any other quote tool. With Proposify, you can invite other users with a login to work on your account, assigning roles and permissions as they join.
Furthermore, you can filter proposals, streams, and documents based on the users that worked on them. You can also monitor the metrics of each team member to determine their performance based on won or lost proposals. In addition, Proposify features an advanced client interface that allows you to group multiple contacts under a single organization.
Another feature that draws customers to Proposify is the large library of proposal templates. These templates contain bold headers and detailed paragraphs that require little adjustments to suit your purposes. Moreover, you can get templates for several business sectors, including advertisement, accounting, project management, and branding. Proposify also allows you to create custom templates from your content.
Based on 884 reviews on G2, Proposify has a respectable rating of 4.6/5. Customers prefer Proposify for the numerous templates, proposal layouts, and the ability to embed videos within the document. Furthermore, these customers highlight the ease at which they can edit and sign proposals with e-signatures.
Despite Proposify’s wonderful features, customers are unsatisfied with the available editor functions. Many complain about the lack of spell-checking and proper product table alteration. Another common gripe is the buggy template editor, with several customers citing text alignment issues and unintuitive workflow.
Proposify scores 4.7/5 on G2 and 4.5/5 on Capterra
10. ClientPoint
Founded: 2008
HQ: Carlsbad, California, USA
| Key info | Pricing: From $35 per user per month Free plan: No, Free Demo Support: Phone, email & chat |
|---|---|
| Best for | Digital sales teams who want to facilitate high-quality digital presentations |
| Pros | + The analytics is unmatched and extremely helpful + Creates professional e-brochures and proposals + Provides tools to create custom libraries for quick access to frequently used documents |
| Cons | - Unintuitive user interface - Reported misalignment of pagination and graphics - Long setup times |
Integrations | Salesforce, HubSpot, Zoho, and many more |
Over its 14-year history, ClientPoint has built a solid reputation as an enterprise sales platform. As the oldest quoting software on this list, ClientPoint has a head start ahead of its competition in cultivating a loyal consumer base. Obviously, the loyalty this software enjoys is not unmerited as it has a solid rating of 4.5/5 on G2. Moreover, users score ClientPoint excellently on the quality of support.
Customers love this ClientPoint for the quick and easy methods of creating professional-looking Paperless Proposals. They have also applauded the tracking features, which allow them to see those who have opened their proposals and e-brochures. Additionally, several users praise ClientPoint’s flexibility and well-designed proposal templates.
ClientPoint is designed not just for the end user but also for the end user’s client. To that end, this tool allows you to combine multiple PDFs into one document. As a result, you can send large files to your client without cluttering their emails with several documents. Furthermore, ClientPoint provides a private relationship portal for you and your client to meet and exchange information and materials.
Customers have few grievances with ClientPoint, with many reviewers on G2 stating there is not much to dislike about the software. However, a small number of users claim to have difficulty navigating the UI. Others have also complained about the programming requirements for third-party integrations.
Clientpoint scores 4.5/5 on G2 and 4.5/5 on Capterra
11. Qwilr
Founded: 2014
HQ: Redfern, New South Wales, Australia
| Key info | Pricing: From $35 per user per month Free plan: No Trial length: 14 days Support: Email, chat, training sessions, account managers |
|---|---|
| Best for | Business-to-business sales and recruitment agencies |
| Pros | + Interactive, immersive, and fast-loading proposal page + Integrates well with other software like CRM and Accounting + Built-in brand control features and content library |
| Cons | - Difficult to manage documents - Small range of editing tools - No automated features for sending reminders |
Integrations | Zoho CRM, Hubspot, Quickbooks, Pipedrive, Zapier, Salesforce |
Qwilr is a smart, automated document builder that allows you to create interactive pages, track client interaction, and perform analytics. It helps you to stand out from competitors through visually appealing quotes, invoices, and other branded business documents. Offering an extensive image and video library and integrations with other business apps, Qwilr helps you create a more efficient sales team.
Unlike most other software on this list, Qwilr allows you to embed images, videos, and even Google Maps into your quote blocks. What’s more, it includes a Return On Investment (ROI) calculator with custom equations and formulas. Qwilr’s blocks are highly customizable with unique fonts, colors, and text styles. They can be made collapsible and have several animation options. You can create proposals in minutes. All things considered, when it comes to document creation, few software can match what Qwilr offers.
Using Qwilr’s web page builder, you can create various types of quotes and documents based on over 150 templates. Alternatively, you can compose blocks to create custom pages and save those pages as templates. Qwilr’s web pages can be exported to third-party apps and websites, including Hubspot, Zapier, and Slack. The page builder is interactive and extremely easy to use, so much so that a satisfied customer on G2 states that:
“Proposals used to take our team numerous days, if not weeks to complete. Qwilr has allowed our company to transform that process down into hours and sometimes minutes.”
Most of the functionalities your small business needs are available in Qwilr’s Business plan. This plan contains nearly as many features as the more expensive Enterprise plan, making it perfect for freelancers or solo teams. However, you’d have to upgrade to the $59 Enterprise plan if you need custom branding or advanced security features.
You should note that the Enterprise may be more affordable if your team has more than one member. In contrast to the business plan that charges $35 for every additional user, the Enterprise plan does not charge any additional cost for up to 10 users.
Qwilr scores 4.5/5 on G2 and 4.6/5 on Capterra
12. QuoteWerks
Founded: 1993
HQ: Orlando, Florida, USA
| Key info | Price: From $13.75 per month/user Free plan: No, Free Demo Support: Phone, email |
|---|---|
| Best for | Manufacturers, IT companies, and managed service providers |
| Pros | + Many customizable templates + Live updates to prices from vendors + Dashboard provides real-time information on quotes and orders. |
| Cons | - Outdated UI - Doesn't have features to make personalized quotes - Customer service is not readily reachable |
Integrations | Hubspot, Salesforce, Zoho CRM, Kaseya BMS, and many more |
As the oldest software on this list, QuoteWerks sets a precedent that other quote software tries to follow. It has more than 88,000 paying customers that leverage its extensive integration support, centralized quote storage, and standardized workflow. Additionally, QuoteWerks offers a desktop version for offline work—a feature sorely missing in other software.
QuoteWerks quote management system helps sales reps create and deliver error-free quotes by facilitating peer reviews from sales managers. It prevents quotes from being submitted until the appropriate authority has approved them. Additionally, QuoteWerks’ configurator allows sales reps to generate quotes using a step-by-step process, ultimately reducing training costs.
QuoteWerks enables you to deliver interactive quotes using the QuoteValet cloud service. This service empowers clients to choose options, sign quotes electronically, and make payments. It also alerts you when quotes are opened and accepted. QuoteWerks integrates with various accounting software, allowing you to convert quotes to orders and send them to the accounting department.
Some new customers consider QuoteWerks to be a victim of its legacy. It requires the configuration of an SQL server instance, making it complicated to set up. It also has an outdated UI by modern standards. To sum up, the general verdict is that QuoteWerks is a very capable software, but it’s not cutting edge. Nevertheless, customers praise its intuitiveness, ease of use, and template library, which allows them to generate quotes within minutes.
At a $13.75 starting price, QuoteWerks is cheaper than its competitors. Unlike other software, where this low cost comes at reduced functionality, QuoteWerks remains fully featured and even offers unique functionalities. It includes a MySQL database backend and integrates with professional service automation (PSA) software like Autotask and ConnectWise. What's more, QuoteWerks offers a one-time purchase for a lifetime license.
Qwilr scores 4.3/5 on G2 and 4.4/5 on Capterra
Finding the Right Quotation Software/App for Your Small Business Needs
Aside from the options listed in this article, there are hundreds of other quoting software tools available on the market. Consequently, choosing the right option for your needs can be overwhelming and time-consuming. It's quite easy to fall into a sunk-cost fallacy and continue using the wrong software despite its obvious demerits.
To avoid this (often expensive) problem, we've presented you with a curated list of software you can test before making a decision. Hopefully, this article will serve as a usual guide when choosing the quoting software solution. However, as a healthy disclaimer, you shouldn’t base your decision solely on this list. Rather, you should consult other trusted review sites and ensure that your choice is perfect for you.
Our Top Pick - Better Proposals
Affordably priced, easy to use, and offering exceptional customer support - there's a reason Better Proposals is trusted by small businesses around the globe. These great selling points, along with its huge range of integrations make Better Proposals Toksta's top quotation software for small businesses in 2023.
Meet the author
Sam Cassman is a seasoned growth marketer with over 10 years of experience as a growth marketer for startups and small businesses. He is the founder of Toksta, a research technology company that helps businesses find and purchase the best software and SaaS. Sam has also run his own growth marketing consultancy Honest Growth, where he helped numerous clients to grow their businesses, including Eventcube, Baluu, Obby, and NBM Group.
