How we make this list: we compare pricing pages, product documentation and public user reviews. Ratings come from G2, Capterra or Trustpilot, with the date we checked them.
Key takeaways
- PandaDoc is the SMB default: quote and proposal documents with pricing tables and e-signature from $19 a user a month, deployable in days.
- Salesforce CPQ, now within Revenue Cloud, is the enterprise default for Salesforce shops, from $75 a user a month for CPQ, with projects measured in months.
- DealHub is the mid-market CPQ: guided selling and discount governance without the Salesforce project weight, priced by quote.
- QuoteWerks is the budget CPQ veteran, from about $15 a user a month, entrenched with IT resellers and MSPs.
Quick comparison
| Tool | Best for | Starting price | Free plan |
|---|
 PandaDoc | Proposal-led quoting for SMBs | From $19/user/month | No |
 Proposify | Controlled proposal workflows | From $19/user/month | No |
 Qwilr | Interactive web quotes | From $35/user/month | No |
 HubSpot Sales Hub | Quoting inside HubSpot CRM | Included in Sales Hub Pro | No |
 DealHub | Mid-market CPQ and guided selling | See website | No |
 Salesforce CPQ | Enterprise Salesforce CPQ | From $75/user/month | No |
 GetAccept | Deal rooms with quoting | From $25/user/month | No |
 QuoteWerks | Budget CPQ for resellers and MSPs | From $15/user/month | No |
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The best software for quote management in 2026
#1PandaDoc
Best for: Proposal-led quoting for SMBs4.7/5 on
G2 (3,621 reviews, checked Oct 2026)
Visit pandadoc.com
Starting priceFrom $19/user/month
Free planNo
PandaDoc is where most small and mid-size teams should start: the quote as a document the buyer can interact with, sign and pay, generated from CRM data without retyping. For catalogue selling with standard discounts, that covers the entire problem at $19 a seat.
Its boundary is configuration complexity. Bundles with rules, subscription ramps and usage pricing push you toward its Enterprise CPQ tier or to DealHub and Salesforce below. PandaDoc's honesty is that it sells both ends, so the upgrade path stays in one vendor.
What we like- The document workflow done well: quotes and proposals with interactive pricing tables (volume discounts recalculate as the buyer adjusts quantities), e-signature and payment collection in the same flow, 1,000-plus templates and deep CRM integrations (HubSpot, Salesforce, Pipedrive) that pull deal data into documents automatically, deploys in days
- A free e-signature tier exists for very light use, with paid plans from $19 a user a month
Watch out for- Its CPQ depth (complex configuration rules) sits in the Enterprise plan, priced by sales conversation, document-first model: product catalogue governance is lighter than true CPQ platforms, per-user pricing adds up across a whole sales floor
#2Proposify
Best for: Controlled proposal workflows4.6/5 on
G2 (1,143 reviews, checked Oct 2026)
Visit proposify.com
Starting priceFrom $19/user/month
Free planNo
Proposify's buyer is the sales leader whose problem is variance: five reps, five prices for the same thing, three versions of the terms. Its answer is an approved library and locked pricing that make the correct quote the easiest quote to send.
It sits between PandaDoc's document ease and true CPQ: stronger governance than the former, lighter rules than the latter. Teams whose quoting errors are content errors will find it sufficient; teams whose errors are pricing-logic errors should keep reading.
What we like- Built for proposal control: a structured workspace where approved content, pricing and terms are locked into templates reps assemble rather than rewrite, interactive quoting with approval workflows and engagement analytics showing who read what, e-signature included and CRM auto-fill from the major platforms, published pricing from $19 a user a month, with its fuller tiers around $35
Watch out for- Control is the point and the friction: creative reps feel the template walls, CPQ rules are lighter than dedicated CPQ platforms, design flexibility trails Qwilr's web native format, best value when proposal volume is steady
- Sporadic quoters pay for governance they rarely use
#3Qwilr
Best for: Interactive web quotes4.6/5 on
G2 (933 reviews, checked Oct 2026)
Visit qwilr.com
Starting priceFrom $35/user/month
Free planNo
Qwilr wins on buyer experience. An interactive quote that lets a prospect build their own package and sign on the same page removes the print, sign, scan ritual and the spreadsheet attachments where quotes go to die. Agencies and services businesses feel this most.
It is not a pricing governance tool, and should not be bought as one. Pair it with a disciplined price list (or a CPQ behind it at larger scale) and it is the front end buyers remember.
What we like- Quotes as web pages, not PDFs: interactive pricing blocks where buyers toggle options and quantities and see totals update, with accept and pay inside the page, engagement analytics by section, so reps see which pricing block a buyer studied, CRM auto-population and a design standard that makes small companies look established, from $35 a user a month
Watch out for- The web format occasionally meets procurement departments that demand PDFs (exports exist but are the lesser experience), pricing rules are presentation level, not CPQ level, per-user cost is mid pack for what is a document tool, advanced product configuration is out of scope
#4HubSpot Sales Hub
Best for: Quoting inside HubSpot CRM4.4/5 on
G2 (14,364 reviews, checked Oct 2026)
Visit hubspot.com
Starting priceIncluded in Sales Hub Pro
Free planNo
For HubSpot shops, the best quote tool is the one already in the CRM. Sales Hub's quoting removes the integration project that every other entry here quietly includes, and its workflow approvals cover most mid-market governance needs.
Price it honestly: the quote feature is not $90, your whole Sales Hub tier is, and it was bought for the CRM. Judged as an included capability, it beats a separate $19 tool with a sync to maintain for all but the most complex pricers.
What we like- Quotes generated from the CRM record itself: products, line items and discounts from HubSpot's product library, sent and e-signed without leaving the platform, no second vendor, no sync, no second login for HubSpot-native teams, quote automation in workflows: approvals, notifications and follow-ups run on the same engine as the rest of the CRM, CPQ features have deepened in Sales Hub Professional and Enterprise, including approval rules
Watch out for- Only rational inside HubSpot: this is a tier feature (Sales Hub Professional runs about $90 a user a month), not a standalone purchase, product and pricing complexity ceilings arrive sooner than at dedicated CPQ vendors, quote document design is functional rather than beautiful, leaving HubSpot later means rebuilding quoting too
#5DealHub
Best for: Mid-market CPQ and guided selling4.7/5 on
G2 (866 reviews, checked Oct 2026)
Visit dealhub.io
Starting priceSee website
Free planNo
DealHub is the answer when PandaDoc-class tools run out of rules: subscriptions with ramps, bundles with dependencies, discount matrices by segment. Its guided selling keeps that complexity invisible to the rep, who answers questions and receives a valid, margin-checked quote.
Mid-market software, manufacturing and finance companies are its centre of gravity. If your quotes are documents, it is overkill; if your quotes are computations, it is the efficient end of CPQ.
What we like- True CPQ built for the mid-market: guided selling flows that walk reps to valid configurations, with discount guardrails and approval automation enforcing margin policy, extends beyond the quote into contracts, billing and renewals, the quote-to-revenue span its current AI positioning emphasises, no-code rule administration: business users maintain pricing logic without developer projects, deploys in weeks (four to eight in comparison guides) against Salesforce CPQ's months
Watch out for- Pricing is by consultation only
- Comparisons estimate around $50 a user a month at entry, more platform than a simple quoting team needs or will use, its depth pays only where pricing complexity is real, smaller ecosystem than Salesforce's
Starting priceFrom $75/user/month
Free planNo
Salesforce CPQ (within the Revenue Cloud family now) is bought by companies whose pricing complexity and Salesforce commitment are both already enterprise scale. For them it is less a choice than a default, and its depth justifies the project.
Everyone else should treat its implementation timeline as the disqualifier it usually is. A mid-market team quoting in DealHub in six weeks will have a year of governed quotes before a Salesforce CPQ project finishes its design phase.
What we like- The default CPQ of the Salesforce economy: product configuration, pricing rules, discount schedules and approvals native to the platform your opportunities already live in, published pricing: CPQ at $75 and CPQ Plus at $150 a user a month, with Revenue Cloud editions above, the deepest ecosystem of implementation partners, add-ons and experienced administrators, handles the hardest pricing in this list: enterprise bundles, amendments, renewals and co-terming at scale
Watch out for- Implementation is a project: three to nine months in comparison guides, with partner costs exceeding licence costs, Salesforce is migrating customers toward Revenue Cloud, so new buyers must plan on the current platform roadmap, not the legacy SKU, administration needs a specialist
- This is enterprise software in every sense, total cost is the highest here by a wide margin
#7GetAccept
Best for: Deal rooms with quoting4.6/5 on
G2 (1,268 reviews, checked Oct 2026)
Visit getaccept.com
Starting priceFrom $25/user/month
Free planNo
GetAccept reframes the quote as a deal's headquarters: the buyer gets one link containing the proposal, the pricing, the contract and the plan, and the seller sees every stakeholder's activity in it. For complex B2B cycles that framing is genuinely useful.
Transactional teams should pass: a $25 deal room around a two-line quote is decoration. Multi-stakeholder enterprise sellers will find the room replaces three other tools' worth of follow-up chaos.
What we like- A digital sales room around the quote: proposals, pricing, contracts, mutual action plans and video messages in one buyer-facing space, CPQ functionality for product and pricing configuration within the room, engagement tracking across every stakeholder, built for multi-party deals where the quote is one document among many, from $25 a user a month
Watch out for- Quote management is one feature in a deal room product
- Pure quoting teams pay for the room, CPQ depth trails DealHub and Salesforce, smaller brand in North America than in its European home market, best value appears in considered, multi-stakeholder sales cycles, not transactional quoting
#8QuoteWerks
Best for: Budget CPQ for resellers and MSPs4.4/5 on
G2 (206 reviews, checked Oct 2026)
Visit quotewerks.com
Starting priceFrom $15/user/month
Free planNo
QuoteWerks closes the list as the efficiency pick in its niche: an MSP quoting hardware, licences and labour from distributor catalogues will not find its workflow cheaper or better understood anywhere else. The distributor data feeds alone justify it in that trade.
Outside that niche, weigh its dated presentation against PandaDoc and Qwilr at similar money. QuoteWerks sells pricing correctness; the others sell documents buyers enjoy. Some businesses need the first more.
What we like- The veteran budget CPQ: quoting with product databases, bundles and approval rules at about $15 a user a month on its standard tier, making it the cheapest real CPQ in comparisons, deep roots with IT resellers and MSPs: distributor catalogue imports and PSA integrations (ConnectWise, Autotask) that generic tools lack, integrates with many CRMs and with QuickBooks and other accounting tools, so the quote flows into the invoice, decades in market
- An enormous base of working installations
Watch out for- Published prices conflict between editions in comparisons (standard around $15, higher tiers and monthly rates more)
- Confirm your edition's quote, interface and document design are dated next to the web native tools, some analytics (document view tracking) cost extra, its strengths are catalogue and reseller shaped
- Services businesses get less from it
How we chose
Tools were included if they create, govern and track sales quotes as a core function today, spanning proposal tools, CRM-native quoting and CPQ platforms. Prices are published rates from the vendors and October 2026 comparisons (iTechGuides' proposal software research, Proposify's automation comparison, PandaDoc's CPQ guide): PandaDoc from $19, Proposify from $19 with fuller tiers near $35, Qwilr $35, GetAccept $25, Salesforce CPQ $75 and Plus $150, QuoteWerks from about $15 with higher editions above; DealHub is quoted per customer. Where sources conflict on an edition's price, the conflict is noted in the entry. No tool was trialled first-hand for this guide; deployment timelines reflect the ranges in the comparison guides cited.
Quote management buying rules
Match the tool class to the failure. If quotes are slow and ugly, buy a document tool (PandaDoc, Qwilr). If quotes are wrong (bad discounts, invalid bundles, margin leaks), buy CPQ governance (DealHub, Salesforce) and accept the project. Buying the wrong class is the expensive mistake; the licences are not.
Count the real price. Per-user licences plus implementation plus administration: Salesforce CPQ's partner project can exceed five years of PandaDoc licences for a mid-size team, while DealHub's no-code rules shift cost from consultants to a part-time internal owner. Put all three lines in the business case.
Integrate before you beautify. The quote must inherit products, prices and customer data from the CRM and hand the signed result to billing without retyping. Every tool here integrates with the major CRMs; test the exact fields your process needs in the trial, because integration depth varies by edition.
Frequently asked questions
What is the difference between quote management software and CPQ?
Quote management is the broad task: creating, sending, tracking and approving quotes. CPQ (configure, price, quote) is the discipline within it that governs what can be quoted: product configuration rules, pricing logic and discount guardrails. PandaDoc, Proposify and Qwilr are primarily quote document tools with pricing features; DealHub and Salesforce CPQ are CPQ platforms; HubSpot and QuoteWerks sit between, by edition.
How much does quote software cost?
Published entry prices run from about $15 a user a month (QuoteWerks standard) and $19 (PandaDoc, Proposify) through $35 (Qwilr) to $75 and $150 for Salesforce CPQ editions, with DealHub and enterprise tiers quoted per customer. Implementation separates the classes: document tools deploy in days at no project cost, while CPQ projects at enterprise scale run months and can cost more than the licences.
Can quote software enforce discount approvals?
Yes, at the governance end: DealHub, Salesforce CPQ and Proposify route quotes breaching discount thresholds to approvers automatically, and HubSpot workflows do the same inside its CRM. Document-first tools offer approval steps with less rule depth. If margin leakage is your problem, test the exact rule (discount by product family, by segment, by term) in evaluation, because rule expressiveness differs widely.
Does my CRM's built-in quoting suffice?
For HubSpot and Salesforce users, often yes at first: HubSpot includes capable quoting in Sales Hub Professional, and Salesforce sells CPQ natively. Built-in quoting wins on data flow and loses, eventually, on document design (against Qwilr, PandaDoc) or on pricing complexity ceilings. The efficient path is to start built-in and move when a named limitation, not a preference, appears.
What should I test in a trial?
Your three hardest real quotes from last quarter: the messiest bundle, the deepest approved discount and the longest contract. Time each one, check the approval path, then look at the buyer's view on a phone. Tools that handle your worst quote in the trial will handle your year; tools demoed on the vendor's sample data prove nothing.
Sources we checked (0)
Is your product missing or out of date?
We review this list regularly. Vendors can request a listing, send updated pricing or ask about featured placement.
Shihab Mia · Founder, Rankite
Shihab has 5+ years in B2B and SaaS SEO. He writes Rankite's software buying guides from pricing pages, documentation and public user reviews. More about Shihab.