10 Best Quoting Software for Small Businesses in 2026

HubSpot CRM is the top free quote generation tool that also happens to be my pick for the best free CRM system. Its simple and highly intuitive interface makes it easy for anyone to go in and create quote proposals for leads and customers. You can autopopulate stored CRM data and product information onto premade templates—allowing for a fast creation and deployment process via its free email tools.

You need a free and basic quoting tool: HubSpot CRM’s free plan includes a Commerce Hub that allows you to access quoting, e-signature, invoicing, and Stripe payment processing tools. You can customize its quote templates to generate branded sales quotes. Plus, you can gather e-signatures and embed payment links to collect payments. A bonus advantage is that it’s an all-in-one CRM that autopopulates proposal data onto templates using CRM data.

A sample HubSpot CRM quote template (Source: HubSpot CRM)

You need a solution with a higher e-signature allocation: With HubSpot CRM, you can only procure up to 10 e-signatures per month for all plans up to the Sales Hub Professional plan ($90 per user monthly). The Enterprise plan ($150 per user monthly) allows you to get up to 30 e-signatures per month.

Alternatives: PandaDoc’s Business plan ($49 per user monthly) includes quoting features with no limit on the number of e-signatures you can add to an existing document. If you have a bigger team needing unlimited e-signatures for quotes, consider subscribing to Bitrix24’s Standard plan ($99 per month for 50 users).

Carpenters, cleaners, landscapers, roofers, plumbers, and any other trade contractors seeking quote tools need look no further than Jobber. The product lets you oversee the entire sales cycle from start to finish — combining a CRM and job management system. Additionally, the financial tools (quotes, invoices, and payment processing) let you easily run job cost estimates, provide pricing details to prospects, and process payments, all in the same interface.

You’re a trade contractor needing a robust job quoting solution: Jobber is a niche job management platform designed for general contractors and private labor forces, such as those in landscaping, plumbing, and appliance repairs. Aside from job management features, it has built-in job quoting features, including customizable templates, signature approvals, and automated calendar reminders.

Jobber customized quote with line item images (Source: Jobber)

You’re looking for more cost-friendly marketing tools: Jobber’s basic marketing capabilities are limited to tracking won deals from marketing campaigns and building websites. Marketing campaigns and referrals require an add-on that costs $79 per user monthly.

Alternative: HubSpot CRM offers free tools that include mass email marketing, automated campaigns, web forms, website landing pages, and blog hosting.

PandaDoc is a great specialty tool if all you need is a solution for creating signable quotes. It’s a super-intuitive product in terms of creating and sending new contracts that also stands out for its payment processing capabilities. Though there’s no free-forever plan, its Business plan ($49 per user monthly) gives small businesses everything they need to finalize sales deals and collect payments.

You need a specialty document management system with e-signature: Across all plans, PandaDoc lets you upload and send unlimited documents and quotes, as well as add an e-signature block to an existing document. The Business plan ($49 per user monthly) lets you build a content library and create branded quotes. You can also add interactive elements to quotes, such as upgrades, add-ons, and product visuals.

PandaDoc sales quote template (Source: PandaDoc)

You want access to broader sales management features: One of the limitations of a specialty document management tool like PandaDoc is its lack of built-in sales management features. You must integrate it with a third-party tool like a CRM system to access pipeline management, lead management, and forecasting.

Alternatives: Consider using a CRM system if you want out-of-the-box sales management features. Some of the best options include HubSpot CRM’s free tools for two users, Bitrix24’s Standard plan ($99 per month for 50 users), and Zoho CRM’s Professional plan ($23 per user monthly).

Bitrix24 takes the spot as the best CRM system that offers quote tools. I like that it has unlimited quoting capacity and lets users one-click convert deal-to-quote, quote-to-invoice, and quote-to-deal—a huge time-saver. Additionally, the CRM has features that supplement quote generation tools like lead, client, and contact management, e-signatures, and payment processing.

You need a CRM with unlimited quoting and e-signature features: Bitrix24 is a full-featured CRM system that comes out of the box with quoting features in the form of estimates. With just a click, you can generate unlimited quotes directly from a CRM record or convert a quote into a deal or invoice. You can also use the Bitrix24 sign tool to procure e-signatures for unlimited documents.

One-click estimate creation in Bitrix24 (Source: Bitrix24)

You’re a small business looking for a more affordable quote management solution: Bitrix24’s quote management tools are only available starting with its mid-level tier, which costs $99 per month for 50 users. This could be costly or impractical for solopreneurs or smaller businesses with fewer team members.

Alternatives: HubSpot CRM tops my list of the best quoting software because of its free plan for two users. Other alternatives that are more suitable for solo users and small teams include QuoteWerks (starting at $13.75 per user monthly) and Jobber (starting at $29 for one user).

QuoteWerks is an excellent quote management option if you’re looking to centralize workflows into one platform. Most of its value comes from the vast number of third-party integrations with external CRM, accounting, vendor management, shipping, leasing, and payment processing systems. This enables teams to manage quotes and proposals while maintaining a clean, synchronized database across the entire business.

You need a specialty tool to manage quotes, orders, and invoices: QuoteWerks’ Standard Edition ($13.75 per user monthly) allows users to store templates and create quotes, sales orders, and invoice documents from the platform. This edition also includes an unlimited product database to store details and pricing information on products or services to easily add them to quotes.

A sample custom quote created using QuoteValet (Source: QuoteWerks)

You’re looking for a platform with a simpler pricing scheme: QuoteWerks has a complex pricing system that requires add-ons for most of the advanced features. For instance, you need the QuoteValet ($25.67 per user monthly) if you want to use an online quote delivery and acceptance system. Other add-ons, like database hosting and distributor integration, require subscriptions to higher-level plans.

Alternative: In this guide, Quotient has the simplest pricing scheme that offers all of its features in a single plan. These include online quoting, delivery, automated follow-ups, quote templates, and customer feedback. It costs $28 per month for a single user and $48 per month for two to five users.

Scoro is a complete work management system, tailored for teams to track projects and store any information required for their businesses, such as customers or task data. What makes it unique compared with other work management tools is the sales and finance module. This is where you can create and send quotes, invoices, and receipts. There are also advanced features in higher tiers for managing suppliers, as well as budgeting and calculating costs and margins.

You need a highly customizable quoting platform: Scoro is a full work management system that allows you to manage a customizable database, as well as create, send, sign, and track custom quote documents. You can also create customized invoices either from scratch or from existing quotes. Teams subscribed to the Pro plan ($63 per user monthly) can manage their retainer-based businesses and help create custom budgets and profit margins for client projects.

Scoro’s sample quoted vs actual table (Source: Scoro)

You’re seeking a niche solution with built-in sales management features: Like most specialty quoting platforms in this guide, Scoro’s basic plan also lacks built-in tools for managing sales and customer relationships. You have to subscribe to a higher-level plan (Pro plan at $63 per user monthly) or integrate it with a CRM system to access sales pipeline management features.

Alternative: Jobber is a niche work management platform that offers quoting features, along with a CRM, client hub, and lead management capabilities with its Core plan ($29 per month for one user).

Quotient is an easy-to-use specialty quoting software that gives you the ability to accelerate your proposal management processes. Prospects can view their quotes, make comments, and ask questions in their personalized portal, plus accept the proposal in one click—all streamlining the entire process. It also comes with quote generation on stored templates and multiple-choice or menu selection of products with pricing for potential customers to choose from.

You want to streamline collaboration with prospects on a quote: One of Quotient’s unique features is the special section in the quote that allows customers to post their questions right after receiving the document. Templates also include essential details, such as payment terms, warranties, and next steps after they accept the quote. You can also add an About Us and a customer feedback section.

Quotient’s sample sales quote with sections for client questions and feedback (Source: Quotient)

You need a specialty quoting solution with payment processing features: Quotient’s features are mainly for quote creation, delivery, tracking, and acceptance. It does not have built-in features for collecting and accepting customer payments.

Alternatives: Jobber’s Core plan ($29 per month for one user) includes quotes, invoicing, and payment processing. Qwilr is another great alternative that offers quotes, proposals, e-signatures, and payments with its Business plan ($35 per user monthly).

Qwilr’s system is modern and super-easy to operate—allowing users at all skill levels to add proposal components. These include interactive price tables, images, customer acceptance buttons, e-signatures sections, and payment links. It is also the most unique online quoting software on this list. Rather than sending PDF quotes or proposal documents, Qwilr does everything via a web page, which you can customize and send to prospects via a link.

You want an intuitive platform to create modern-looking quotes quickly: Qwilr has a highly intuitive drag-and-drop interface that makes it easy to learn for users of all levels. Its Quote Block feature lets you add traditional line items, pricing plans, or both to the quote. Then, you can manually add the data or populate the document with data from your CRM. This allows you to generate modern-looking quotes with just a few clicks.

Qwilr’s Quote Block with template customization options (Source: Qwilr)

You need a solution with a native customer database: Unfortunately, Qwilr does not have its own customer database, so you must either manually fill up quotes with customer data or populate them with data from your CRM. This requires a separate subscription to a CRM system.

Alternatives: Scoro’s Essential plan ($26 per user monthly) includes contact management features and a customer database. If you’re looking for a CRM system with a contact database and more advanced quoting features, try Zoho CRM (Professional plan at $23 per user monthly) or Salesforce Sales Cloud’s Pro Suite ($100 per user monthly) with the Salesforce CPQ tool.

The big standout for Zoho CRM is its complete inventory management module, which lets you create and send quotes to sales leads. Additionally, it includes vendor management, inventory tracking, invoicing, price books, product storage, and the ability to process purchase and sales orders. Overall, Zoho is one of the best sales management software options if you want to couple quoting tools with lead management, deal tracking, and contact storage.

You need a solution with integrated inventory management features: Zoho CRM’s Professional plan ($23 per user monthly) comes with a complete inventory management module. This includes quote and invoice generation, which can autopopulate CRM data onto premade templates. Users can store product and price book information, track inventory, process purchase and sales orders, and add subproducts for upselling or cross-selling.

You’re looking for a more affordable CRM with quoting features: Zoho CRM’s quoting tools are gated with its Professional plan ($23 per user monthly). While this is not relatively expensive, there are still other similar providers that offer these features for free or at a much lower cost.

Alternative: HubSpot is one of the best sales management software with affordable built-in quoting capabilities. Its free plan for two users includes its quote software with a product library, customizable quote templates, and payment processing. The Sales Hub Starter plan ($15 per user monthly) includes e-signatures and simple automation for deal tasks.

With one of the most advanced quoting software options, Salesforce CPQ can align cross-functional teams through automation. It allows users to store product books, generate quotes, and create automations that connect processes. You can set a workflow that automatically submits a sales order to operations once a quote is approved by a customer. You can also apply the workflows for legal to one-click approve a contract that then autosends to a lead.

You need a quoting platform with strong automation features: Salesforce CPQ’s basic plan (CPQ at $75 per user monthly) allows teams to store product and price book information to create sales quotes with just one click. The CPQ+ plan ($150 per user monthly) lets you automate quote-to-order handoffs, contract approvals, and proposal estimate changes based on price updates.

Salesforce CPQ’s key quote automation features, which include Guided Selling and advanced approvals (Source: Salesforce CPQ)

You’re looking for a simpler and more affordable quoting tool: A quoting platform with sophisticated and advanced features usually comes at a steep price that could put off small teams and businesses with limited budgets. For Salesforce CPQ, the price starts at $75 per user monthly for the standalone tool and $100 per user monthly for the Sales Cloud CRM.

Alternatives: Qwilr is highly acclaimed for its simplicity and ease of use, thanks to its intuitive drag-and-drop quote builder. Its plans start at $35 per user monthly. If you want a free quoting tool within a CRM system, try HubSpot CRM.