It used to be that there was an app for everything, but nowadays, there are often hundreds of tools offering to solve your problem. We’re bombarded with options, which makes it nearly impossible to feel confident in your decision. And when it comes to quotation software, it’s no different. This is why it’s so important to consider whether you’re looking for a point solution, or whether a more holistic approach would be more time- and cost-effective. For instance, software that covers more stages of the project lifecycle: sell, plan, track, and bill.
Quotation software is a key part of the sell stage because of its potential to increase your sales team’s productivity, impress your clients, and ultimately help you win new business. In this article, we take a look at quotation tools on the market, including some which include other work management features as standard. Above all, it’s important to make sure you pick a tool that ensures accuracy, and prevents headaches further down the road. Features to look out for are customizable templates, collaboration functionality, and intelligent tracking.
1. Scoro
Scoro offers a suite of tools to help you during the entire sales process, including sending quotations, contact management, and bill handling. Where it stands out amongst its competitors, though, is its comprehensive coverage of all four stages of the project.
Top features:
- Quotation automation
- PDF export
- CRM
- Sales pipeline reporting
- Billing automation
- Reporting and dashboard
- Project management
- Work management
- Highly customizable
- Wide range of integrations
What’s interesting about Scoro: With Scoro, it’s really easy to see a snapshot of your quotations, including things such as contact details, linked files, communication history etc for the client. As it’s an end-to-end work management solution, you don’t then need to switch tools to manage or monitor your other projects.
Pricing: From $26/month per user. Start your 14-day free trial here.
2. Bitrix24
Bitrix24 offers fully customizable quotations and invoices, on top of their extended range of project management and CRM functionality. They also provide useful tools such as automatic numbering, product catalog, taxes, and email marketing.
Top features:
- CRM and quoting
- Reporting
- Calendar sharing
- E-mail notifications
- Sales funnel
- Workflow and task reporting
What’s interesting about Bitrix24: Depending on the needs of your business, Bitrix24 can be either hosted on the cloud, or bought as a ‘box’ product and self-hosted. This flexibility makes it a useful option for companies of all sizes.
Pricing: Free and paid plans from $39/month.
Read more: 27 Amazing Bitrix24 Alternatives For Work Management.
3. Qwilr
Qwilr lets you replace your PDF proposals, quotes and presentations with mobile-friendly web pages. These pages are easy to build and reuse, fully interactive, and plug directly into your existing systems.
Top features:
- Customized styles and fonts
- Analytics
- Custom web pages instead of documents
- Free templates
- Free stock images and videos
- Quote acceptance
- E-signatures
What’s interesting about Qwilr: Notifications will let you know when your document has been viewed, and it’s easy to track how many times it’s been viewed, and what sections your clients cared about most.
Pricing: From $22 user/month. Free trial for 14 days.
4. Jobber
Jobber speeds up your quotation process by giving you professional and customizable templates, as well as offering signature approvals, and automatic follow-ups for those clients who are a bit slow with their payments.
Top features:
- CRM
- Invoicing and follow-ups
- Online booking
- Client hub
- Email and postcard marketing
- Reporting
What’s interesting about Jobber: Customer experience is the focus of their software, with features such as online booking and booking notifications speeding up the quotation and agreement process for everyone.
Pricing: From $29/month. Free trial for 14 days.
5. GetAccept
GetAccept is a sales engagement platform that lets you create powerful sales content, from quotations to video demos and case studies. They don’t focus much on the other stages of the project so you would need to expect to use this with other tools, but it has a lot of useful features.
Top features:
- Content creation
- Sales interaction
- Tracking and analysis
- Proposal management
- Automated comms
- E-signatures
What’s interesting about GetAccept: Customizations are at the core of GetAccept’s offering, with a massive focus on creating engaging content that will draw customers in.
Pricing: Free and paid plans from $15/month.
6. PandaDoc
PandaDoc is a document automation tool that makes it easy to manage the creation, editing, and signing of documents. It covers quotations, but it also covers a wide range of documents you’ll need throughout your project.
Top features:
- Unlimited docs and e-signatures
- Document analytics
- Custom branding
- Pricing tables and product catalogs
- Integrations with CRMs and other tools
- Manager approval workflow
- Auto reminders
What’s interesting about PandaDoc: Similar to Proposable (below), PandaDoc is more limited in its functionality, but because of this it excels in its quotation offering. PandaDoc’s document analytics are especially impressive, and make it easier than ever to track the progress of every quotation.
Pricing: From $19/month. Free trial for 14 days.
7. Odoo
Odoo is a difficult tool to summarize because it’s essentially a whole suite of various tools and apps you can pick and choose from. Their Sales app does give you the functionality to create polished quotes in a short amount of time though.
Top features:
- CRM and quoting
- E-signature
- Project management
- Sales Management
- Reporting
What’s interesting about Odoo: Odoo’s Sales app makes it really easy to track your quotation from a template, all the way through to getting paid. It also integrates seamlessly with other Odoo apps.
Pricing: Free and paid plans from $14/month.
Check out list of Odoo alternatives.
8. Nusii
Nusii is an online proposal tool that helps you to create beautiful quotations quickly. The software is targeted at creative professionals, and it’s great for personalizing the quotation process of your business.
Top features:
- Professional proposal templates
- Notification system
- Quotes tracking and analytics
- Online signatures
What’s interesting about Nusii: Once you and your team are happy with your proposal, hit ‘send’ and Nusii will keep track of it, 24/7. The moment your client opens it, you will be sent a notification, making sure you’re always in the loop.
Pricing: From $29/month per user. Free trial for 14 days.
9. Bidsketch
Bidsketch saves you time by making it quick and easy to create bespoke quotations and track them all the way through to payment. The integrations with tools such as Zapier and Basecamp also make it easy to sync data between Bidsketch and other tools.
Top features:
- Design templates and reusable content
- Optional upselling
- Landing pages
- Automated new client workflow
- Online signatures
- Centralized location for client information
- Notifications
- Compliance
- Domain customization
What’s interesting about Bidsketch: Bidsketch allows you to create customized client landing pages. The client can then view, approve, export, and comment on their proposal quickly to help users stand out as a professional and make interaction with clients more convenient and organized.
Pricing: From $29/month per user. Free trial for 14 days.
10. DocSend
DocSend is a content management and tracking solution that helps sales and marketing teams be more efficient. Acquired by Dropbox early in 2021, this tool focuses on the secure storage of your documents, and has e-signature tools for finalizing with your clients.
Top features:
- Advanced document tracking
- Manager insights
- Teamwork and collaboration
- Document control
- Remote presentations
- Custom branding
- Training and support
What’s interesting about DocSend: Instant notifications alert you when a prospect engages with your content, so you can provide timely and relevant outreach. Their in-depth analytics are also great for seeing what your customers care about most.
Pricing: From $29/month per user. Free trial for 14 days.
11. Loopio
Loopio is an RFP (request for proposal) tool that allows you to automate your RFP responses, and collaborate on requests across multiple teams.
Top features:
- Library and response templates
- Automation
- Project canvas
- Single sign-on
- Content splitting
- Collaboration
What’s interesting about Loopio: You can build a ‘request for proposal’ response library, tag and categorize content, and then Loopio’s automation engine pulls data from your library to auto-populate a proposal.
Pricing: On request.
12. Quoter
Quoter (formerly known as Socket) is a dedicated quotation tool that promises to obtain payment faster. Its simple UI makes it easy to track your quotations and report on progress.
Top features:
- Quote and proposal automation
- Lead management and reporting
- Tracking and analytics
- Simple website and CRM integration
What’s interesting about Quoter: Quoter boasts a large list of integrations including Xero, Zoho and Mailchimp, amongst others.
Pricing: From $99/month for unlimited users, with a $495 onboarding fee on all subscriptions.
13. Payaca
Payaca is a job management app that includes quotations and invoicing as part of their offering. It’s worth bearing in mind it’s targeted more to specific trade industries, such as builders, plumbers or glaziers, but their software could definitely be useful to project managers and companies across different sectors.
Top features:
- Interactive proposals
- Records tracking
- Invoicing and payments
- Integrations
- Calendar and scheduling
What’s interesting about Payaca: Their interactive quotation functionality really stands out as a powerful tool, as it lets your customers make amendments, e-sign, or even pay deposits directly on the document.
Pricing: From £19/month. Free trial for 14 days.
14. Proposable
Proposable is a quotation tool that on the face of it focuses entirely on submitting proposals, but they actually cover much more of the project management lifecycle such as payments and collaboration.
Top features:
- Drag and drop builder
- Proposal analytics
- E-signatures
- Sales Content Library
- Approval controls
- Collaboration
What’s interesting about Proposable: Their drag-and-drop builder is a great tool for creating customized quotations that will stand out. They provide a catalog of free templates to get you started, and it’s easy to include customer and opportunity data using their merge tags.
Pricing: From $19/month. Free trial for 14 days.
15. Quotient
Quotient is another tool that’s quite limited when you look at the whole project lifecycle, but it’s a solid online quotation and proposal tool for any business.
Top features:
- Dashboard
- Cost price and margin
- Follow-ups
- Templates
- Automatic quote expiry
- Confirmation emails
- Quote opening/viewing tracking
- One-click quote acceptance
What’s interesting about Quotient: Features such as auto-completion, image and file attachments and template saving make the quotation creation process more efficient. Quotes will be archived in the system and can be searched using keywords.
Pricing: From $25/month per user. Free trial for 30 days.
As you can see from this list, the majority of quotation tools on the market only focus on part of the project lifecycle. With Scoro you can manage your quotations and the rest of your project, all within the same tool. Start your 14-day free trial here!