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

Expedite Commerce

Plano, Texas, United States

At expedite commerce, we're leading a transformative shift in revenue operations by embedding advanced AI into our cloud-based…

4.9 31 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

Proposal Kit

Redmond, Washington, United States

Proposal kit, inc. Has been a leading producer of business proposal and legal contract templates and software for all industries…

4.7 17 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

Connectbase

Westborough, Massachusetts, United States

Connectbase is the leading platform transforming how service providers buy and sell connectivity globally. Connectbase has become…

4.6 70 reviews

Experlogix CPQ

South Jordan, Utah, United States

Experlogix is an enterprise SaaS company that helps businesses simplify sales and revenue growth while improving productivity…

4.6 59 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

iQuote Xpress

Studio City, California, United States

Iquotexpress offers a proven cloud-based, cpq (configure, price, quote) application for sales proposal management. We are known…

4.5 11 reviews

SmartDocs

Rochester, United States

36software is the industry leader in helping organizations unify all of their writers working in ms word and sharepoint…

4.5 15 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

Verenia

Lisle, Illinois, United States

Redefining how businesses interact with technology. Headquartered just outside of Chicago, IL, verenia has carved its niche in…

4.4 46 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

DigiFabster

Irvine, California, United States

Digifabster is a California-based ML-powered sales automation company for custom manufacturing businesses. Our solution provides…

4.3 110 reviews

Proposable

Bloomington, Indiana, United States

Create and deliver sales proposals in minutes with our easy online proposal software. Get notified instantly when proposals are…

4.3 74 reviews

QuoteWerks

Orlando, Florida, United States

Quotewerks was created to solve a simple but frustrating problem: quoting shouldn’t be this hard. More than 30 years ago, our…

4.3 180 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

Powertrak CPQ

Jacksonville, Florida, United States

Axonom, part of revalize software, develops and designs cloud-based quoting, ordering, and product configuration solutions for…

4.1 52 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

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.

Looking for quote management software?

Tell us what you need and we will shortlist providers for you.

We will only use your details to make this introduction.