Quoting Software, also known as CPQ (Configure, Price, Quote) Software, helps businesses create accurate sales quotes, proposals, and pricing documents quickly. These tools automate product configuration, pricing rules, and approvals to reduce errors and speed up sales cycles. Popular solutions include
Salesforce CPQ,
PandaDoc,
DealHub,
Conga CPQ, and
QuoteWerks. These platforms improve sales efficiency, ensure pricing consistency, and accelerate deal closures.
Quoting Software is a digital solution that enables sales teams to generate accurate quotes and proposals for products or services by automating pricing, configuration, and approval workflows. It is commonly referred to as CPQ (Configure, Price, Quote) software and plays a critical role in modern sales processes.
Traditional quoting methods often rely on spreadsheets, emails, and manual approvals, which can lead to pricing errors, delays, and inconsistent customer experiences. Quoting software eliminates these inefficiencies by standardizing pricing rules, automating approvals, and generating professional proposals in minutes.
Modern CPQ platforms integrate with CRM and ERP systems, enabling seamless data flow between sales, finance, and operations. This ensures that quotes reflect real-time pricing, product availability, and business rules, improving accuracy and compliance.
Advanced solutions also incorporate AI-driven pricing optimization, guided selling, and contract management, helping organizations close deals faster and improve revenue predictability.
This comparison evaluates Quoting Software based on:
- Quote generation and pricing automation
- Product configuration and approval workflows
- Core use cases (sales quoting, proposal management, deal management)
- Industry fit (B2B sales teams, SaaS, manufacturing, enterprises)
- Deployment flexibility (cloud-based CPQ platforms)
- Integration with CRM, ERP, and billing systems
| Software |
Best For |
Problem It Solves |
Core Use Cases |
Industry Fit |
Key Features |
AI Powered |
Deployment |
Free Plan |
Starting Price |
USP |
| Salesforce CPQ |
Enterprise sales teams |
Manual and error-prone quoting |
Quote generation, pricing, approvals |
Enterprises, SaaS |
Guided selling, pricing rules, CRM integration |
Yes |
Cloud |
No |
Custom |
Deep integration with Salesforce ecosystem |
| DealHub CPQ |
Revenue operations |
Disconnected sales workflows |
Quoting, contracts, deal management |
B2B companies |
AI CPQ, DealRoom, subscription billing |
Yes |
Cloud |
No |
Custom |
End-to-end quote-to-revenue platform |
| PandaDoc |
Proposal and quoting |
Manual proposal creation |
Quotes, proposals, eSignatures |
SMBs, sales teams |
Templates, automation, eSign |
Yes |
Cloud |
Yes |
$19/month |
All-in-one document and quoting tool |
| Conga CPQ |
Complex sales processes |
Pricing inconsistencies |
Product configuration, quoting |
Enterprises |
Pricing engine, approvals, automation |
Yes |
Cloud |
No |
Custom |
Advanced pricing and configuration engine |
| SAP CPQ |
Large enterprises |
Complex product configurations |
Quoting, pricing, configuration |
Manufacturing, enterprises |
Guided selling, ERP integration |
Yes |
Cloud |
No |
Custom |
Enterprise-grade CPQ with SAP integration |
| Oracle CPQ |
Complex enterprise deals |
Manual pricing and quoting |
Configuration, pricing, quoting |
Enterprises |
Pricing automation, approvals |
Yes |
Cloud |
No |
Custom |
Scalable enterprise quoting platform |
| QuoteWerks |
SMB sales teams |
Time-consuming quote creation |
Quotes, proposals, pricing |
SMBs |
Product database, templates, integrations |
No |
Desktop / Cloud |
No |
$15/month |
Simple and affordable quoting solution |
| ConnectWise CPQ |
IT service providers |
Manual pricing comparisons |
Quoting, proposal automation |
MSPs, IT firms |
Distributor pricing, automation |
Yes |
Cloud |
No |
Custom |
Real-time distributor pricing integration |
| PROS Smart CPQ |
AI pricing optimization |
Static pricing strategies |
Dynamic pricing, quoting |
Enterprises |
AI pricing, analytics, automation |
Yes |
Cloud |
No |
Custom |
AI-driven pricing and quoting engine |
| Bitrix24 |
Free quoting CRM |
Lack of integrated quoting tools |
Quotes, invoices, CRM |
SMBs |
CRM, quotes, invoicing |
No |
Cloud |
Yes |
Free / Paid plans |
Free CRM with built-in quoting features |
How We Evaluated the Best Quoting Software in 2026
1️⃣ Quote Generation and Automation: We evaluated tools that automate quote creation, pricing, and proposal generation.
2️⃣ Product Configuration and Pricing Rules: We assessed platforms that support complex product configurations and dynamic pricing.
3️⃣ Workflow and Approval Management: We reviewed software that streamlines approvals and ensures pricing compliance.
4️⃣ Integration with Sales Ecosystem: We analyzed tools that integrate with CRM, ERP, and billing systems.
5️⃣ AI and Pricing Optimization: We evaluated platforms that provide AI-driven recommendations and insights.
6️⃣ Scalability and Flexibility: We compared solutions that scale across SMBs and enterprise sales teams.
Decision Matrix – Choose the Right Quoting Software
- For enterprise sales: Salesforce CPQ, SAP CPQ, Oracle CPQ
- For SMBs: PandaDoc, QuoteWerks, Bitrix24
- For AI-driven pricing: PROS Smart CPQ
- For revenue operations: DealHub
- For IT services: ConnectWise CPQ
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