GITNUXSOFTWARE ADVICE
Business FinanceTop 10 Best B2B Sales Quoting Software of 2026
Top 10 b2b sales quoting software ranked for sales teams, with feature comparisons and tradeoffs across Proposify, Salesforce CPQ, DealHub.
How we ranked these tools
Core product claims cross-referenced against official documentation, changelogs, and independent technical reviews.
Analyzed video reviews and hundreds of written evaluations to capture real-world user experiences with each tool.
AI persona simulations modeled how different user types would experience each tool across common use cases and workflows.
Final rankings reviewed and approved by our editorial team with authority to override AI-generated scores based on domain expertise.
Score: Features 40% · Ease 30% · Value 30%
Gitnux may earn a commission through links on this page — this does not influence rankings. Editorial policy
Proposify is the best fit for SMB teams that need fast, revision-tracked SKU quoting with approval workflows, while Salesforce CPQ is the better move if you run a Salesforce-centric, governed CPQ process across complex product configurations.
Editor’s top 3 picks
Three quick recommendations before you dive into the full comparison below — each one leads on a different dimension.
Proposify
Quote revision tracking ties document outputs to a single evolving quote record for repeatable re-sends.
Built for fits when SKU-based products need fast, revision-tracked proposals with API and approval workflow..
Salesforce CPQ
Editor pickNative quote revision and lifecycle state management built for audit-ready deal history inside Salesforce CRM.
Built for fits when Salesforce-centric teams need governed CPQ quoting with approvals and revision control across complex products..
DealHub
Editor pickApproval workflow routing that supports structured quote revision cycles with role-based handoffs and controlled updates.
Built for fits when sales ops and deal desk teams need governed, collaborative quoting with revision control..
Related reading
Comparison Table
Proposify
SMBProposal and quoting software with templates and approval workflows.
Quote revision tracking ties document outputs to a single evolving quote record for repeatable re-sends.
Proposify starts with quote and proposal templates that standardize pricing presentation, line items, and document formatting in one place. The quoting workflow tracks revisions so teams can re-send updated documents without losing the history of what changed. For deal support, the system includes team collaboration on quotes and review steps that keep approvals attached to the same quote record.
A key tradeoff is that complex product configuration and constraint-based rule engines typically require more manual setup than a true configurator, especially for highly dependent selections. Proposify fits best when product structure is mostly SKU-based and the main variation is pricing, bundling, and negotiated terms across deals. It is also a strong option when sales wants faster document turnaround and fewer formatting errors than template-free quoting.
- +Revision history keeps quote updates auditable during negotiation cycles
- +Templates standardize formatting and line-item layout across sales reps
- +Approval-driven workflow reduces rework between sales and deal desk
- +REST API supports quote lifecycle automation and CRM data sync
- –Advanced constraint-based configuration needs additional process work
- –Deep ERP-grade catalog modeling is limited for complex manufacturing structures
- –Large quoting catalogs can require careful template and content organization
- –Data governance depends on disciplined template ownership
Sales reps and sales engineers
Proposal creation with controlled templates
Fewer formatting errors
RevOps and deal desk
Approval workflow for negotiated terms
Cleaner approval trails
Show 2 more scenarios
Sales operations and RevOps engineering
Automation via REST API
Lower manual admin time
Teams sync quote data from CRM and automate quote creation and updates through the API.
Customer success and procurement
Consistent commercial documents
Faster internal sign-off
Procurement reviews receive versioned proposal outputs with stable structure across re-quotes.
Best for: Fits when SKU-based products need fast, revision-tracked proposals with API and approval workflow.
More related reading
Salesforce CPQ
enterpriseEnterprise configure-price-quote platform native to Salesforce CRM.
Native quote revision and lifecycle state management built for audit-ready deal history inside Salesforce CRM.
Salesforce CPQ covers the core CPQ workflow with product configurator logic, quote line calculation, discount controls, and a structured quote lifecycle for revisions. CPQ rules can be configured to enforce eligibility constraints and derive line item outcomes from selected options, which reduces manual quote edits for complex offerings. Salesforce-native integration also makes it practical to route quotes through approval workflow and keep quote state aligned with the opportunity record used by sales operations.
A common tradeoff is that deeper customization tends to rely on Salesforce configuration patterns and integration work, which can require developer involvement for advanced edge cases like custom pricing models or nonstandard bundling logic. It is a strong fit when enterprise product catalogs, approval routing, and quote revision control must stay consistent across multiple sales teams and deal sizes.
- +Guided configuration keeps quote line eligibility rules consistent
- +Quote revision history supports traceability across deal changes
- +Salesforce workflow ties approvals to the same opportunity context
- +API extensibility supports external pricing and entitlement checks
- –Advanced pricing logic often requires custom development support
- –Complex catalogs can create longer admin cycles for rule tuning
- –Approval edge cases can require careful alignment to quote states
- –Inventory-driven promises depend on integration design quality
deal desk teams
Multi-step approvals for complex quotes
Fewer manual approval edits
sales operations teams
Governed discounting across reps
Reduced discount leakage
Show 2 more scenarios
solution engineering teams
Configurator constraints for bundled offerings
Lower configuration error rates
Enforce option compatibility and derived line items during guided selection for each opportunity.
revenue operations teams
Integrate external pricing services
More accurate quote totals
Use API-based hooks to pull pricing and eligibility inputs from external systems during quote calculation.
Best for: Fits when Salesforce-centric teams need governed CPQ quoting with approvals and revision control across complex products.
DealHub
mid-marketRevenue platform combining CPQ, subscription billing, and deal management.
Approval workflow routing that supports structured quote revision cycles with role-based handoffs and controlled updates.
DealHub is a CPQ-oriented quoting tool built around structured quote templates, governed approvals, and versioned revisions for audit trails. Guided selling is handled through configurable quote steps and reusable content blocks that reduce rework for sales reps and sales engineers. Integration coverage centers on CRM and external systems so product and customer context can be pulled during quote creation and refreshed during revisions.
A practical tradeoff is that teams typically need initial template and workflow configuration to match their product catalog logic and approval matrix. DealHub fits best when a deal desk or sales ops team needs controlled quote standards across multiple sales roles and frequent quote revisions.
- +Quote versioning tracks line item edits across revisions
- +Approval workflows enforce controlled quote handoffs
- +API enables quote generation and updates from external systems
- +Reusable templates speed consistent quote creation
- –Template governance takes effort before sales adoption
- –Some advanced pricing scenarios depend on configured rules
- –Complex product catalogs need careful setup to avoid misquotes
- –Revision workflows can feel heavyweight for small deals
Sales operations teams
Standardize quote templates and governance
Fewer out-of-policy quotes
Deal desk analysts
Review and adjust discount behavior
Controlled discounting decisions
Show 2 more scenarios
Sales engineers
Generate guided quotes from CRM data
Faster quote assembly
Engineers assemble quotes using configured templates while pulling account context from integrated systems.
RevOps automation teams
Create quotes via API
Reduced manual quoting steps
Automation teams use the API to generate and update quotes based on upstream deal events.
Best for: Fits when sales ops and deal desk teams need governed, collaborative quoting with revision control.
HubSpot Sales Hub
SMBCRM-integrated sales platform with quoting and e-signature capabilities.
Deal-linked quote templates with quote revisions visible in HubSpot CRM records and workflow-ready properties.
HubSpot Sales Hub is a guided-selling quoting workflow inside the HubSpot CRM, with quote creation tied to contacts, companies, and deals. It supports configurable quote templates, proposal document generation, and quote revisions that stay connected to deal records.
The system’s distinguishing strength is tight CRM coupling, where sales activities and quote status align with HubSpot deal stages. Quote processes can also be automated through HubSpot workflows and extended through HubSpot APIs for CPQ-adjacent needs like syncing product and pricing data.
- +Quotes stay attached to deal lifecycle, with status visible in CRM records.
- +Quote templates and revision history reduce back-and-forth during approval cycles.
- +Automation via HubSpot workflows can trigger quote routing and follow-ups.
- +APIs support syncing quote-related line items and pricing data into HubSpot.
- –Constraint-based product configuration and bundling logic are limited versus CPQ specialists.
- –Complex pricing rules require add-ons or custom integrations for full coverage.
- –Approval matrices and role-based controls are not as granular as dedicated CPQ deal desks.
- –Large catalogs need careful import and maintenance of product and pricing mappings.
Best for: Fits when CRM-led sales teams need connected quote documents and workflow automation for standard product lines.
Vendavo
enterpriseB2B pricing and quoting platform for complex industrial pricing.
Deal-specific pricing execution driven by configurable pricing rules and constraints, with quote revision control for traceable changes.
Vendavo creates and manages guided sales quotations with configurable pricing rules tied to customer, product, and deal context. The software supports end-to-end quote workflows with quote revision control, approval routing, and sales rep ready quote outputs.
It integrates with CRM systems and enterprise back offices so quote data and pricing parameters can stay consistent across quoting, approval, and ordering. Vendavo also provides an API and automation hooks for CPQ-style configuration, pricing execution, and quote lifecycle events.
- +Pricing rules execution covers deal context, not just static price lists
- +Quote revision tracking supports controlled rework during negotiations
- +Approval routing supports multi-step deal desk workflows
- +REST API supports quote lifecycle automation and CRM data synchronization
- –Guided selling configuration needs governance to stay consistent across regions
- –Complex product and pricing models can slow onboarding for new rule owners
- –Integration projects often require careful mapping of catalog, attributes, and quote fields
- –Advanced configuration scenarios may depend on professional services
Best for: Fits when sales and pricing teams need rule-based quoting plus approval control across complex deals.
QuoteWerks
SMBDedicated quoting and proposal software for resellers and MSPs.
Quote revision workflow that ties changes to resubmissions and approvals for regulated internal control.
QuoteWerks is a B2B sales quoting system focused on quote generation, revision history, and guided sales document control. It supports structured quote content with configurable line items, quote templates, and standardized document layouts for repeatable deal cycles.
QuoteWerks also provides workflow elements for approvals and managing changes across quote versions. Integration options target common CRM and ERP-connected quoting requirements where quote data must stay consistent from proposal to order.
- +Quote revision tracking supports controlled resubmission cycles
- +Template-driven output keeps quote documents consistent across reps
- +Approval workflow elements help route quotes through deal governance
- +Guided configuration reduces manual errors during line item build
- –Advanced configuration requires disciplined rule ownership
- –CRM and ERP integration depth varies by implementation approach
- –Bulk quoting and mass updates can feel cumbersome at high volume
- –Complex discount logic may require extra configuration work
Best for: Fits when sales teams need controlled quote revisions and template consistency across frequent deal updates.
SAP CPQ
enterpriseCloud-based CPQ solution integrated with SAP ERP and commerce systems.
Governed quote lifecycle with revision control and approval flow designed to keep sales, sales ops, and downstream processing aligned.
SAP CPQ is built for quote-to-cash workflows that sit close to SAP commercial systems, with configuration behavior designed to align to enterprise pricing and product data. It supports guided selling with rule-driven configuration, quote templates, and revision handling that keeps sales and sales engineering synchronized.
Integration depth shows up through connectors for CRM and tight linkage patterns with ERP processes rather than treating CPQ as a standalone quoting app. Automation and governance features focus on controlled deal approvals, audit trails, and publish-ready quote artifacts for downstream order creation.
- +Works closely with SAP-based pricing and product structures for consistent quotes
- +Supports guided selling flows with controlled quote templates and revision history
- +Provides strong automation around approvals and quote lifecycle checkpoints
- +Offers an extensibility approach for custom logic and integration needs
- –Configuration changes can require admin time to keep rules aligned with catalog changes
- –UI flexibility for nonstandard quote layouts can lag behind highly customized CPQ front ends
- –Complex quoting scenarios increase dependency on integration design and data mapping
- –API and automation breadth can require specialized implementation work for advanced custom flows
Best for: Fits when enterprises need governed CPQ that matches SAP product and pricing structures across quote revisions.
Conga CPQ
enterpriseEnterprise CPQ built on Salesforce for guided selling and quote generation.
Versioned quote revisions with approval gates help teams track and control deal changes from draft to acceptance.
Conga CPQ is a quote-to-cash quoting system designed to turn product configuration into sellable quotes for B2B deals. Guided selling is supported through rule-based configuration, constraint handling, and quote templates that carry line-item logic into the final document.
Approval and quote revision workflows help keep deal changes controlled from draft through acceptance. Integration and extensibility are positioned around CRM attachment points and API-driven data exchange for order handoff readiness.
- +Rule-based configuration supports constraint-driven option selection for quotes
- +Quote templates carry calculation rules into customer-ready quote documents
- +Approval workflows enforce review gates for quote changes and submissions
- +API surface supports external pricing and catalog synchronization
- –Complex rule sets need governance to prevent contradictory configuration outcomes
- –Guided selling setup can be time-consuming for large product catalogs
- –Deep CRM and ERP alignment depends on implementation design
- –Advanced configurator behavior may require admin-level tuning
Best for: Fits when sales teams need governed guided selling with configurable products and controlled revisions across approvals.
Experlogix CPQ
enterpriseConfigure-price-quote and document automation for manufacturers.
Constraint-based product configuration that prevents invalid selections during quote building, while preserving controlled quote revisions for approvals.
Experlogix CPQ configures complex products into guided, rules-based quotes and manages quote revisions through an approval process. It supports product configuration with constraints and pricing logic, then generates quote outputs that sales teams can reuse across deal cycles.
The system is designed to connect quote creation with upstream and downstream systems used in B2B commerce, including CRM and ERP-style workflows. Automation centers on when rules fire, how line items are assembled into bill-of-materials structures, and how approvals gate quote changes.
- +Constraint-based configuration that keeps invalid combinations from reaching quotes
- +Quote revision tracking with approval gating for controlled deal changes
- +Guided selling flows that reduce sales engineering handoffs
- +Rule-driven pricing outcomes applied consistently across line items
- –Deep rule setup requires disciplined ownership by pricing and product ops
- –Advanced configuration scenarios can slow first-time admin iterations
- –Complex bundle edits may need careful workflow design to avoid churn
- –Integration paths depend on connector maturity for specific CRM and ERP stacks
Best for: Fits when sales teams need guided configuration, controlled approvals, and repeatable quote revisions across complex offerings.
Configure One
enterpriseCPQ software for manufacturers with visual product configuration.
Quote revision handling that preserves configuration intent while updating generated quote outputs after changes.
Configure One targets B2B guided selling workflows where reps and sales engineers need rules-based configuration, repeatable quote generation, and controlled revisions. It centers on configurable product rules plus quote templates that keep deal outputs consistent across sales channels.
The system supports CPQ-style quote calculations, multi-step approvals, and revision handling when product configurations change mid-deal. Configure One is most distinct for teams that need configuration logic and quote formatting governed together rather than managed in separate tools.
- +Rules-driven configuration keeps pricing and eligibility tied to selected options
- +Quote templates standardize formatting across sales reps and sales engineers
- +Revision workflows reduce rework when configured selections change
- +Automation hooks support consistent deal steps from draft to approval
- –Complex configuration logic requires upfront model design discipline
- –Deep integrations depend on available connectors and API automation coverage
- –Large product catalogs can require ongoing governance of configuration rules
- –Advanced approval routing may feel heavy for simple quote flows
Best for: Fits when sales teams need consistent quote outputs tied to complex configuration logic across multiple deal stages.
Conclusion
After evaluating 10 business finance, Proposify stands out as our overall top pick — it scored highest across our combined criteria of features, ease of use, and value, which is why it sits at #1 in the rankings above.
Use the comparison table and detailed reviews above to validate the fit against your own requirements before committing to a tool.
How to Choose the Right b2b sales quoting software
B2B sales quoting software connects guided configuration, approval routing, and quote document output so sales reps can generate repeatable proposals tied to a governed deal record. This guide covers Proposify, Salesforce CPQ, DealHub, and eight other quoting platforms that each manage quote revisions and deal workflow in different ways.
The review coverage emphasizes how each tool handles quote revision tracking, approval workflow routing, and the boundary between standard templates and complex constraint-driven product configuration. Tools like Vendavo focus on pricing rules execution tied to deal context, while QuoteWerks emphasizes resubmission cycles that keep internal controls aligned to quote updates.
B2B sales quoting software for governed CPQ, quote revision history, and approval workflows
B2B sales quoting software is the quote-to-cash layer that produces customer-ready quote documents from configured options and deal context, then tracks changes through revision history. Proposify is built around revision-tracked proposals that keep document outputs tied to a single evolving quote record for repeatable re-sends.
Salesforce CPQ is built around governed quote lifecycle management inside Salesforce, including native quote revision and lifecycle state handling for traceable deal history. Across these tools, the differentiator is how configuration eligibility rules and pricing logic are enforced during guided quote creation, then carried forward into approvals and subsequent quote revisions.
Revision control, approval routing, and governed configuration signals
B2B sales quoting software has to preserve quote revision history so sales, sales ops, and deal desk teams can resubmit consistent documents during negotiation. Tools differ most in how they tie revisions back to a single evolving quote record and how tightly approvals gate changes.
Approval workflow routing is the second differentiator because many teams run quote-to-approval loops across roles. Proposify, DealHub, and QuoteWerks all emphasize controlled quote revision cycles, while Salesforce CPQ and Conga CPQ keep those controls inside the surrounding CRM or guided selling process.
Quote revision lineage tied to outputs
Proposify ties quote document outputs to a single evolving quote record so resends remain repeatable across revision updates. QuoteWerks emphasizes a quote revision workflow that ties changes to resubmissions and approvals for regulated internal control.
Approval workflow routing for controlled quote handoffs
DealHub routes approvals with role-based handoffs that keep structured quote revision cycles under governance. Conga CPQ uses approval gates from draft to acceptance to track and control deal changes across revisions.
Guided configuration and constraint-driven eligibility
Experlogix CPQ prevents invalid selections by using constraint-based product configuration during quote building while still preserving controlled quote revisions for approvals. Conga CPQ supports rule-based configuration with constraint-driven option selection so templates can carry calculation rules into customer-ready quotes.
Deal-context pricing rules with traceable revisions
Vendavo executes deal-specific pricing through configurable pricing rules and constraints and keeps changes traceable with quote revision control. SAP CPQ is governed around SAP product and pricing structures so quote revisions stay aligned with downstream processing expectations.
CRM-native quote lifecycle and governance alignment
Salesforce CPQ manages native quote lifecycle states and quote revision history inside Salesforce so audit-ready deal history stays in the CRM. HubSpot Sales Hub attaches quote templates and revision history directly to deals so CRM records can reflect quote document status.
Choose the governance boundary that matches how quotes get changed in real deals
The key decision is where governance is enforced during quote edits. Some tools enforce revision lineage and approval gates tightly around the quote record itself, while others enforce governance through CRM lifecycle state or through deeper product and pricing rule execution.
The second decision is the configuration philosophy. Some platforms prioritize fast, template-driven quoting for SKU-based products, while others emphasize constraint-based option selection and rules that prevent contradictory configurations before a quote can be generated.
Map quote change workflows to revision control depth
Select Proposify if the deal team needs quote revision tracking that binds generated outputs to a single evolving quote record for repeatable re-sends. Select QuoteWerks if the organization needs resubmission cycles that connect quote changes to approvals and regulated internal control.
Pick the approval routing model that matches deal desk operations
Choose DealHub when sales ops and deal desk teams need structured approval workflow routing with role-based handoffs for controlled revision updates. Choose Conga CPQ when approvals must gate guided selling progression from draft through acceptance with versioned quote revisions.
Decide whether configuration must prevent invalid combinations
Choose Experlogix CPQ when guided configuration must block invalid selections with constraint-based configuration so incorrect combinations never reach the quote stage. Choose Conga CPQ when rule-based configuration needs constraint-driven option selection that also carries calculation rules into quote templates.
Align pricing execution with deal context complexity
Choose Vendavo when pricing needs deal-context execution driven by configurable pricing rules and constraints plus traceable quote revision control. Choose SAP CPQ when enterprises must align governed quotes with SAP product and pricing structures across the full quote lifecycle.
Match the system of record for quote lifecycle governance
Choose Salesforce CPQ when the CRM should hold the governed quote lifecycle with native quote revision and lifecycle state management. Choose HubSpot Sales Hub when quote templates and revisions must stay visible in HubSpot CRM deal records and workflow-ready properties.
Teams that should prioritize governed quoting and traceable revision cycles
B2B sales quoting software fits teams that need more than document generation because they require revision tracking, approval gates, and consistency across repeated deal updates. The right fit depends on whether governance lives inside a quote record, inside a CRM deal lifecycle, or inside a deeper pricing and product structure model.
The tools in this list cluster into distinct operating models, so selecting based on workflow ownership reduces rework during negotiation cycles.
Sales ops and deal desk teams running multi-step quote approvals
DealHub supports approval workflow routing with role-based handoffs that keep structured quote revision cycles under control. QuoteWerks adds revision workflows that connect changes to resubmissions and approvals for internal governance.
Sales engineers and quoting specialists building guided configurations with high invalid-combination risk
Experlogix CPQ uses constraint-based configuration to prevent invalid selections before they reach the quote output. Conga CPQ uses rule-based configuration with constraint-driven option selection to maintain consistent quote calculation behavior.
Organizations with complex pricing rules tied to deal context
Vendavo executes deal-specific pricing through configurable rules and constraints and keeps traceable quote revisions during negotiation. SAP CPQ supports governed quote lifecycles that align with SAP-based pricing and product structures.
Sales teams that must keep quoting and deal status in a specific CRM
Salesforce CPQ keeps governed quote lifecycle states and quote revision history inside Salesforce so audit-ready deal history remains centralized. HubSpot Sales Hub keeps quote templates and revision visibility tied to HubSpot deal records and workflow properties.
Common failure modes when quoting governance is underspecified
The most frequent mistakes come from treating quote revisions as cosmetic changes instead of controlled outputs linked to a governed record. Another failure mode is setting up constraint logic or pricing logic without a governance owner to maintain rules when catalog changes happen.
These mistakes show up during approval loops, when sales reps need faster iteration but approvals require controlled versioning and consistent eligibility rules.
Implementing revision control without a clear ownership model for rule changes
Proposify keeps revision history auditable during negotiation, but advanced constraint-based configuration needs additional process work to stay consistent. QuoteWerks also relies on disciplined rule ownership for advanced configuration.
Allowing configuration to produce contradictory outcomes that approvals can only catch late
Conga CPQ warns that complex rule sets need governance to prevent contradictory configuration outcomes across approvals. Experlogix CPQ reduces this specific risk by preventing invalid combinations through constraint-based configuration.
Underestimating catalog and rule tuning effort when pricing or configuration must stay aligned to downstream structures
Salesforce CPQ can require custom development support for advanced pricing logic, which slows rule tuning cycles. SAP CPQ configuration changes can require admin time to keep rules aligned with catalog changes.
Using a template-first workflow when the organization requires deep manufacturing-grade catalog modeling
Proposify provides revision-tracked proposals and template standardization, but Deep ERP-grade catalog modeling is limited for complex manufacturing structures. SAP CPQ aligns better with SAP product and pricing structures when manufacturing detail needs to carry through quote revisions.
How We Selected and Ranked These Tools
We evaluated Proposify, Salesforce CPQ, DealHub, and the remaining included quoting platforms on quote revision control, approval workflow routing, and how guided configuration carries eligibility and calculation logic into customer-ready quote outputs. Features accounted for 40% of the scoring, with additional weight on revision tracking depth, approval gating behavior, and constraint-driven configuration execution where offered.
Ease and value each accounted for 30% of the scoring, with special attention to how quickly teams can standardize quote templates and reduce negotiation rework. Proposify ranked first because quote revision tracking ties document outputs to a single evolving quote record for repeatable re-sends while templates standardize formatting and line-item layout across sales reps.
Frequently Asked Questions About b2b sales quoting software
How do Proposify and Conga CPQ handle quote revisions without breaking approvals?
Which tools provide API support for quote data sync to CRM and back-office systems?
When does Salesforce CPQ fit teams that already run quoting inside Salesforce deals?
How do DealHub and QuoteWerks differ in their approach to template-driven quoting?
Which systems support constraint-based product configuration to prevent invalid selections?
What breaks if permissions and approval roles are not mapped correctly in DealHub or Vendavo?
How do QuoteWerks and Configure One manage quote document consistency across mid-deal configuration changes?
What integration pattern works best when ERP must receive order-ready quote artifacts?
How do CPQ and guided selling tools differ in handling quote structure at the line-item and bill-of-materials level?
Tools reviewed
Primary sources checked during evaluation.
Referenced in the comparison table and product reviews above.
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