Category

Quote Management Software

Software for configuring products, pricing deals, and generating sales quotes and proposals — for companies where manual quoting is slowing down or breaking deals.

24 businesses

Mimiran

Austin, Texas, United States

Mimiran: turn more web visitors into leads, more leads into conversations, and more conversations into (e)signed proposals…

5.0 2 reviews

salesbricks

San Mateo, California, United States

Close more deals faster with the simplest way to buy and sell software. Enjoy the only platform that lets buyers close, sign, and…

5.0 7 reviews

Veloce CPQ

Mercer Island, Washington, United States

Veloce (ve·ló·ce) focuses on helping companies solve complex revenue management and channel management problems. Our technology…

5.0 1 reviews

WorkRails

Huntington, New York, United States

Workrails services cpq helps enterprise technology companies build professional services quotes quickly and easily. We are ideal…

5.0 5 reviews

DealHub.io

Austin, Texas, United States

The agentic quote-to-revenue platform designed for evolving GTM motions Dealhub empowers modern enterprises to own their revenue…

4.7 462 reviews

OfficeTime

Santa Barbara, California, United States

Fastspring is how SaaS, software, and digital product companies sell online in more places around the world. We handle all…

4.7 17 reviews

PandaDoc

San Francisco, California, United States

Stand out with the top‑rated solution for creating, managing, tracking, and esigning every important document you handle.

4.7 1860 reviews

RevOps

San Francisco, California, United States

Revops is the modern deal desk platform, enabling businesses of all sizes to close deals faster, with fewer errors, and have full…

4.7 12 reviews

ProposalWorks

Milwaukee, Wisconsin, United States

At rockwell automation, we connect the imaginations of people with the potential of technology to expand what is humanly…

4.6 9 reviews

Epicor CPQ

Austin, Texas, United States

Epicor cpq (formerly kbmax) is a cloud solution that simplifies and automates sales, engineering, and manufacturing processes for…

4.5 93 reviews

Spectrum

Portland, Oregon, United States

Spectrum is the only enterprise platform that connects photorealistic 3d product customization directly to automated factory…

4.5 6 reviews

Pricefx

Chicago, Illinois, United States

Pricefx is an enterprise technology company that helps complex B2B manufacturers and distributors win more of the right deals…

4.4 70 reviews

Vendavo

Denver, Colorado, United States

For more than two decades, we’ve been helping global manufacturers and distributors drive predictable, profitable outcomes with…

4.4 65 reviews

Configurator 360

San Francisco, California, United States

Autodesk is changing how the world is designed and made. Our technology spans architecture, engineering, construction, product…

4.3 11 reviews

Tacton CPQ

Chicago, Illinois, United States

Tacton is a leading SaaS company redefining buyer engagement for manufacturers of complex products. By streamlining the buyer…

4.3 48 reviews

RocketDocs

Dallas, Texas, United States

Through our unified automation platform, powered by private AI, and the expertise that comes with 30 years of trusted innovation…

4.2 91 reviews

Bidsketch

Spokane Valley, Washington, United States

Bidsketch is proposal software used by freelancers, consultants, and agencies to create professional looking client proposals in…

4.0 10 reviews

EASA Software

Tampa, Florida, United States

Easa is a software platform that empowers you to automate and streamline your spreadsheet-dependent processes by turning your…

4.0 1 reviews

Vistaar

Parsippany, New Jersey, United States

Vistaar is a leading SaaS software provider that enables companies to optimize pricing, promotion, configuration, and rebate…

3.7 3 reviews

Outward

San Jose, California, United States

Outward, inc. Is a visual transformation and technology company.

3.5 2 reviews

These businesses build the software that turns a sales conversation into an accurate, sendable quote. Concretely, that means tools that let a rep or a buyer pick product options and see valid combinations only (configuration), apply the right price and discount rules automatically (pricing and CPQ), and produce a proposal document that looks right, tracks whether it's been opened, and can be signed off without a chain of emails. Once this is in place, a quote that used to take a phone call to engineering and a few rounds of edits gets generated in minutes, with the price and configuration guaranteed correct.

People start looking into this when quoting has become a bottleneck or a liability. Maybe reps are building quotes in spreadsheets or old Word templates, and different reps quote the same product at different prices with no one noticing. Maybe the product has enough options and dependencies that only a couple of people in the company can configure it correctly, so every deal waits on their time. Maybe deals are being lost or delayed because a quote takes three days to turn around, or because nobody can see whether a prospect has even opened the proposal that was sent last week. Underneath all of these is the same thing: quoting logic and pricing knowledge live in people's heads or in files, not in a system, and it doesn't scale past a certain deal volume or product complexity.

The providers here split roughly by which part of that problem they attack first. Some focus on configuration — enforcing which combinations of options are valid, often with a visual or 3D view of what's being built, which matters most for manufacturers and anyone selling physical, highly configurable products. Others focus on pricing itself: setting guardrails, discount approval workflows, and price optimization so margin doesn't leak deal by deal. Others are mainly proposal and document tools — fast to set up, strong on design and e-signature and tracking, but with less enforcement of complex pricing rules. When comparing vendors, look at how deep the product configuration logic needs to go, whether it plugs cleanly into the CRM or ERP you already run on, whether pricing control or drafting speed is the more urgent problem, and how much implementation work each option actually requires before a rep can send a correct quote.

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