Are you searching for the best quotation software for your small business? Luckily, today there are many excellent options available. We've broken down our picks for the best quotation software for small businesses in 2022. 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 quotation software provides templates that users can edit to match their unique styles.

As all quotation software varies 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 9 Best Quotation Software For Small Businesses Are:

  1. Better Proposals
  2. Scoro
  3. GetAccept
  4. PandaDoc
  5. Quoter
  6. Clientjoy
  7. Quotiant
  8. Proposify
  9. ClientPoint

Quick Comparison of Quotation Software for Small Businesses

Software Starting Price Free Trial Differentiators Support
Better Proposals $19 per user 14 days The best all round quotation software Phone, email & chat
Scoro $26 per user 14 days Includes comprehensive workflow and time management tools 24/7 support
GetAccept free Forever Digital sales room feature Phone, email & chat
PandaDoc $19 per user 14 days The ability to track applications 24/7 support
Quoter $99 (unlimited users) none Client engagement tracking and analytics Phone, email & chat
Clientjoy free Forever Comes with a fully operational CRM for businesses and freelancers Phone, email & chat
Quotient $25 per user 30 Days Extremely user-friendly quoting system Email
Proposify $49 per user none Streamline project pitches Phone, email & chat
ClientPoint $35 per user none Comes with tools to help with selling and closing Phone, email & chat

What quotation software do most small businesses use?

According to G2, the quotation 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. Better Proposals‌

Founded: 2009
HQ: Brighton, United Kingdom

Key info Price: From $19 per user
Free plan: No Trial length: 14 days
Support: Phone, email, & chat
Best for Businesses that need fully customisable, bespoke and branded quotation templates
Pros + Wide variety of different templates and suggested content
+ Incredibly user-friendly
+ Amazing personalised 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 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 this price does not indicate 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. Despite several reviews containing various complaints about pricing tables.

Better Proposals scores 4.4/5 on G2 and 4.8/5 on Capterra

2. Scoro

Founded: 2013
HQ: London, United Kingdom

Key info Price: From $26 per month/user
Free plan: No Trial length: 14 days
Support: 24/7 (phone + email)
Best for Agencies and consultancies needing comprehensive 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 quotations. Scoro’s core mandate is to save the 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 software provides customized tools designed to streamline the quoting and billing process. With just a few clicks and even fewer steps, you can generate quotations 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 features 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

3. GetAccept

Founded: 2015
HQ: San Francisco, California, USA

Key info Price: From $15 per month/user
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

GetAccept’s primary selling point is its Digital Sales Room, an all-in-one solution for managing your business activities. 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 and video demos and track your content viewers.

GetAccept provides an extensive template library for you to base your content on. 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.”

GetAccept scores 4.5/5 on G2 and 4.6/5 on Capterra

4. PandaDoc

Founded: 2013
HQ: San Francisco, California, USA

Key info Price: From $19 per month/user
Free plan: No Trial length: 14 days
Support: 24/7 (phone + email)
Best for Teams that need a range of tools including e-signature, templates, 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 quotation documents. 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 for PandaDoc is its first-class support for integrating a wide range of CRM, payment, 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 products for winter 2022. 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 quotation 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

5. 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 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 documents, 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

6. Clientjoy

Founded: 2014
HQ: Ahmedabad, India

Key info Price: Free or from $39 per month/user
Free plan: Yes
Support: Phone, email & chat
Best for Freelancers and small teams looking for affordable quotation 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 invoices, proposals, and custom sales pipelines 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 quotation 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?

As a small business owner, you need to work quickly and efficiently if you want your business to grow. Fortunately, hundreds of digital tools are designed to help you automate several aspects of your enterprise. Most of these tools are cloud-based web applications, meaning you can use them anywhere and anytime, provided you have an internet connection.

Some tools indispensable to a small business owner include Trello, Google Workspace, Microsoft 365, Rippling, Salesforce, and Slack. These tools handle accounting, project management, communication, and payment.

7. Quotient

Founded: 2011
HQ: Columbia, Maryland, USA

Key info Price: From $25 per month/user
Free plan: No Trial length: 30 days
Support: Email
Best for Small businesses who require quick, no-fuss quotation 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 features beyond those that directly complement quotations. As a result, this software can focus all its resources on creating professional quotes for your clients.

Quotient prides itself on simplicity, advertising itself as a breath of fresh air regarding quotation 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 design of quote documents and state that it is not worth the price.

Quotient is a reliable software 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

8. Proposify

Founded: 2013
HQ: Halifax Regional Municipality, Canada

Key info Price: From $49 / 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 quotation software. 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

9. ClientPoint

Founded: 2008
HQ: Carlsbad, California, USA

Key info Price: From $35 per month/user
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 platform. As the oldest 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 the end-user’s client. To that end, this software 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

Finding the Right Quotation Software for your Small Business Needs

Aside from the options listed in this article, there are hundreds of other quotation software 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 quotation software. 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 2022.

Need more CRM & small business software advice? Read some related guides below: