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.

32 businesses

Meridian for Proposal Teams

Manchester, New Hampshire, United States

Xrsolutions, llc is the premier supplier of the meridian series, a proposal software solution designed specifically for those…

5.0 1 reviews

seProposals

Pearl River, New York, United States

Our completely customizable web-based proposal software and web-based quoting software is designed to significantly reduce the…

5.0 6 reviews

Smart Pricing Table

Moscow, Idaho, United States

Smart pricing table is designed to make creating and managing proposals and sows for professional services both fast and…

5.0 2 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

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

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

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

BidMagic Proposal Software

Thousand Oaks, California, United States

Quickly & easily create business proposals! Automate your sales workflow. Av & security proposal software created for…

4.5 1 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

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

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

Coohom 3D Visualization

New York, New York, United States

Coohom is an industry-leading 3d visualization & interior design platform that allows companies and designers to easily create 3d…

4.3 2 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

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

VCPowerPack

Fort Lauderdale, Florida, United States

For more than 25 years aicomp is a leading provider of configuration solutions for the paper and packaging industry. Partnering…

4.1 4 reviews
View more RevAgents

Showing 24 of 32 — 8 more to see.

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.