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Business Finance

Top 10 Best Easy Quotation Software of 2026

Discover the top 10 easy quotation software to simplify quoting—find tools that save time. Start here!

Sarah Mitchell

Sarah Mitchell

Feb 11, 2026

10 tools comparedExpert reviewed
Independent evaluation · Unbiased commentary · Updated regularly
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Efficient quotation processes are a cornerstone of modern business success, enabling quick deal closure and enhanced client satisfaction. With a wide array of easy quotation software options on the market, choosing the right tool is essential—this list highlights the top solutions, each engineered to simplify creation, tracking, and collaboration.

Quick Overview

  1. 1#1: PandaDoc - Automates the creation, sending, tracking, and e-signing of professional quotes and proposals.
  2. 2#2: Proposify - Streamlines sales proposals with customizable templates, real-time analytics, and e-signatures.
  3. 3#3: Qwilr - Converts quotes and proposals into interactive web pages for higher engagement and conversions.
  4. 4#4: Better Proposals - Simplifies proposal creation with drag-and-drop templates, payments, and signatures in one tool.
  5. 5#5: QuoteWerks - Provides powerful desktop-based quoting with product catalogs, pricing rules, and CRM integrations.
  6. 6#6: Jobber - Offers easy quoting, scheduling, and invoicing tailored for home service businesses.
  7. 7#7: HoneyBook - Manages client projects with customizable quotes, contracts, and automated workflows for creatives.
  8. 8#8: FreshBooks - Enables quick quote generation that converts to invoices with time tracking and payments.
  9. 9#9: ConnectWise Sell - Facilitates configurable quoting and proposals for IT service providers and MSPs.
  10. 10#10: HubSpot Sales Hub - Integrates quote creation within CRM for deal tracking, payments, and sales automation.

Tools were selected based on a focus on user experience, feature robustness (including automation, e-signatures, and integration capabilities), performance reliability, and overall value across diverse business needs.

Comparison Table

Seeking the ideal easy quotation software? This comparison table analyzes top tools like PandaDoc, Proposify, Qwilr, Better Proposals, QuoteWerks, and more, highlighting key features, usability, and practical fit for different needs. By evaluating these solutions side-by-side, readers can identify the tool that aligns best with their workflow and goals.

1PandaDoc logo9.5/10

Automates the creation, sending, tracking, and e-signing of professional quotes and proposals.

Features
9.8/10
Ease
9.2/10
Value
9.0/10
2Proposify logo9.1/10

Streamlines sales proposals with customizable templates, real-time analytics, and e-signatures.

Features
9.5/10
Ease
8.8/10
Value
8.7/10
3Qwilr logo8.6/10

Converts quotes and proposals into interactive web pages for higher engagement and conversions.

Features
9.1/10
Ease
8.4/10
Value
7.9/10

Simplifies proposal creation with drag-and-drop templates, payments, and signatures in one tool.

Features
8.8/10
Ease
9.3/10
Value
8.1/10
5QuoteWerks logo8.4/10

Provides powerful desktop-based quoting with product catalogs, pricing rules, and CRM integrations.

Features
9.2/10
Ease
7.1/10
Value
8.0/10
6Jobber logo8.2/10

Offers easy quoting, scheduling, and invoicing tailored for home service businesses.

Features
8.5/10
Ease
8.0/10
Value
7.8/10
7HoneyBook logo8.2/10

Manages client projects with customizable quotes, contracts, and automated workflows for creatives.

Features
8.5/10
Ease
8.8/10
Value
7.8/10
8FreshBooks logo7.8/10

Enables quick quote generation that converts to invoices with time tracking and payments.

Features
7.5/10
Ease
8.5/10
Value
7.0/10

Facilitates configurable quoting and proposals for IT service providers and MSPs.

Features
9.1/10
Ease
7.4/10
Value
7.8/10

Integrates quote creation within CRM for deal tracking, payments, and sales automation.

Features
8.2/10
Ease
8.0/10
Value
6.8/10
1
PandaDoc logo

PandaDoc

specialized

Automates the creation, sending, tracking, and e-signing of professional quotes and proposals.

Overall Rating9.5/10
Features
9.8/10
Ease of Use
9.2/10
Value
9.0/10
Standout Feature

Dynamic pricing tables with formulas and real-time document analytics

PandaDoc is a powerful document automation platform designed for creating, sending, and managing professional quotes, proposals, and contracts with ease. It features drag-and-drop editors, dynamic pricing tables, reusable templates, and real-time analytics to streamline the sales quoting process. The software integrates e-signatures, CRM tools, and payment gateways, making it ideal for accelerating deal closures.

Pros

  • Intuitive drag-and-drop editor for quick quote customization
  • Advanced analytics and real-time tracking of document views and engagement
  • Seamless e-signing and CRM integrations for faster approvals

Cons

  • Higher pricing tiers can be expensive for small teams
  • Steeper learning curve for complex automations
  • Limited customization in the free trial version

Best For

Sales teams and businesses needing professional, trackable quotes with built-in analytics and e-signing.

Pricing

Starts at $19/user/month (Essentials, annual billing); Business at $49/user/month; Enterprise custom pricing.

Visit PandaDocpandadoc.com
2
Proposify logo

Proposify

specialized

Streamlines sales proposals with customizable templates, real-time analytics, and e-signatures.

Overall Rating9.1/10
Features
9.5/10
Ease of Use
8.8/10
Value
8.7/10
Standout Feature

Interactive proposal microsites that function like engaging webpages with live pricing and multimedia

Proposify is a robust proposal automation platform that enables sales teams to create, customize, and track professional proposals with embedded quotes, pricing tables, and contracts. It streamlines the sales process with drag-and-drop templates, a content library for reusable assets, and real-time collaboration tools. Key functionalities include e-signatures, payment integrations, and detailed analytics to monitor client engagement and optimize win rates.

Pros

  • Stunning, mobile-responsive templates with pricing tables
  • Integrated e-signatures, payments, and CRM syncs
  • Powerful analytics for tracking views and engagement

Cons

  • Higher tiers pricey for small teams
  • Steeper learning curve for advanced customizations
  • More proposal-focused than pure simple quoting tools

Best For

Sales teams and agencies creating interactive proposals with embedded quotes for complex deals.

Pricing

Starts at $19/user/month (Essentials, annual billing) up to $79/user/month (Premium); 14-day free trial, no free plan.

Visit Proposifyproposify.com
3
Qwilr logo

Qwilr

specialized

Converts quotes and proposals into interactive web pages for higher engagement and conversions.

Overall Rating8.6/10
Features
9.1/10
Ease of Use
8.4/10
Value
7.9/10
Standout Feature

Interactive web-page quotes with embedded videos, forms, and one-click e-signatures for direct client approvals

Qwilr is a versatile platform designed for creating interactive quotes, proposals, and sales presentations that resemble modern websites rather than static PDFs. It streamlines the quotation process with drag-and-drop customization, multimedia embeds, and real-time analytics to track client engagement. Users can integrate CRM tools and enable one-click approvals, making it suitable for sales teams aiming to enhance professionalism and conversion rates.

Pros

  • Stunning, interactive designs that outperform traditional PDFs
  • Robust analytics for tracking views, time spent, and interactions
  • Seamless integrations with CRMs like HubSpot, Salesforce, and Zapier

Cons

  • Pricing is premium and may not suit very small teams or simple quoting needs
  • Steeper learning curve for advanced customizations
  • Limited focus on pure invoicing or accounting features compared to dedicated quoting tools

Best For

Sales teams and agencies creating client-facing quotes that require visual appeal and engagement tracking to accelerate deal closures.

Pricing

Starts at $35/user/month (Essentials, billed annually) up to $59/user/month (Professional); Enterprise plans custom quoted.

Visit Qwilrqwilr.com
4
Better Proposals logo

Better Proposals

specialized

Simplifies proposal creation with drag-and-drop templates, payments, and signatures in one tool.

Overall Rating8.6/10
Features
8.8/10
Ease of Use
9.3/10
Value
8.1/10
Standout Feature

Interactive proposals where clients can approve specific sections, sign electronically, and pay deposits instantly

Better Proposals is a intuitive platform for crafting professional quotes, proposals, and contracts with a drag-and-drop builder and customizable templates. It enables electronic signatures, embedded payments via Stripe or PayPal, and real-time client activity tracking to close deals faster. Primarily aimed at freelancers and small businesses, it turns static documents into interactive sales tools that clients can review, sign, and pay from any device.

Pros

  • Stunning, mobile-responsive templates that impress clients
  • Seamless e-signatures and payment integrations for quick closes
  • User-friendly drag-and-drop editor with real-time tracking

Cons

  • Advanced features locked behind higher tiers
  • Limited native integrations (relies on Zapier for some)
  • No robust built-in CRM for larger teams

Best For

Freelancers and small agencies seeking an easy way to create beautiful, payable quotes without design expertise.

Pricing

Starts at $29/month (billed annually) for Pro plan (unlimited proposals), up to $99/month for Business; 14-day free trial available.

Visit Better Proposalsbetterproposals.io
5
QuoteWerks logo

QuoteWerks

specialized

Provides powerful desktop-based quoting with product catalogs, pricing rules, and CRM integrations.

Overall Rating8.4/10
Features
9.2/10
Ease of Use
7.1/10
Value
8.0/10
Standout Feature

Real-time integration with distributor catalogs for accurate pricing, discounts, and inventory without manual data entry

QuoteWerks is a robust quoting and proposal software tailored for sales teams in industries like IT, AV, electrical, and security distribution. It enables users to create detailed quotes by pulling real-time pricing and inventory from integrated supplier catalogs, apply complex pricing rules, and generate professional PDFs. The platform supports CRM integrations and custom clauses for tailored proposals, making it ideal for B2B sales with intricate product configurations.

Pros

  • Extensive integrations with 100+ distributors for real-time pricing and availability
  • Highly customizable templates, clauses, and pricing automation
  • Strong CRM and accounting system compatibility for streamlined workflows

Cons

  • Steep learning curve due to its depth and customization options
  • Primarily desktop-based (Windows), limiting mobile accessibility
  • Higher upfront costs may deter small teams or startups

Best For

Mid-sized sales teams in distribution-heavy industries like IT and AV needing complex, data-accurate quotes.

Pricing

Perpetual licenses start at $1,495 per user with ~$350 annual maintenance; subscription plans from $35/user/month.

Visit QuoteWerksquotewerks.com
6
Jobber logo

Jobber

other

Offers easy quoting, scheduling, and invoicing tailored for home service businesses.

Overall Rating8.2/10
Features
8.5/10
Ease of Use
8.0/10
Value
7.8/10
Standout Feature

Client Hub for customer self-service quote viewing, approval, and payments

Jobber is an all-in-one field service management platform tailored for home service businesses like landscapers, plumbers, and HVAC pros, with strong quoting capabilities that enable quick creation, customization, and sending of professional quotes. It streamlines the quotation process by integrating it seamlessly with scheduling, invoicing, and customer communication tools. Users can leverage mobile apps for on-site quoting and track quote status in real-time, making it efficient for service-based quoting workflows.

Pros

  • Fast quote creation using customizable templates, service packages, and pricing rules
  • Mobile app supports on-the-go quoting with photos and signatures
  • Seamless quote-to-job conversion and client self-service via Client Hub

Cons

  • Pricing is higher for users needing only basic quoting functionality
  • Full quoting automation and advanced features locked behind higher tiers
  • Steeper learning curve for non-service businesses due to broader FSM focus

Best For

Field service businesses like landscaping or plumbing companies that require integrated quoting with scheduling and invoicing.

Pricing

Lite ($69/mo), Core ($169/mo), Grow ($349/mo), Plus (custom); billed annually, per user minimum.

Visit Jobbergetjobber.com
7
HoneyBook logo

HoneyBook

specialized

Manages client projects with customizable quotes, contracts, and automated workflows for creatives.

Overall Rating8.2/10
Features
8.5/10
Ease of Use
8.8/10
Value
7.8/10
Standout Feature

Interactive proposals that allow clients to accept, sign, and make partial payments directly within the quote.

HoneyBook is an all-in-one clientflow management platform designed for freelancers and small businesses, enabling the creation of professional, customizable quotes and proposals with drag-and-drop templates. It streamlines the quoting process by allowing digital signatures, payment requests, and automatic conversion to contracts or invoices. Beyond quotations, it integrates scheduling, project management, and client communications for a seamless workflow.

Pros

  • Intuitive drag-and-drop proposal builder with beautiful templates
  • Seamless integration of quotes with payments, contracts, and scheduling
  • Mobile app for on-the-go quoting and client management

Cons

  • Higher pricing may not suit users needing only basic quoting tools
  • Full feature set has a moderate learning curve for beginners
  • Limited advanced customization for complex quote calculations

Best For

Freelancers and small creative businesses seeking an all-in-one platform for easy quoting integrated with full client management.

Pricing

Starter at $19/month (annual), Essentials at $39/month, Premium at $79/month (all billed annually).

Visit HoneyBookhoneybook.com
8
FreshBooks logo

FreshBooks

other

Enables quick quote generation that converts to invoices with time tracking and payments.

Overall Rating7.8/10
Features
7.5/10
Ease of Use
8.5/10
Value
7.0/10
Standout Feature

One-click conversion of approved quotes to invoices with automated follow-ups

FreshBooks is a cloud-based accounting platform designed primarily for small businesses and freelancers, offering robust tools for creating professional quotes and proposals alongside invoicing and expense tracking. Users can customize quote templates, send them for online client approval, and easily convert approved quotes into invoices. It integrates quotation management seamlessly with overall financial workflows, making it suitable for service-based operations needing more than just quoting.

Pros

  • Intuitive interface for quick quote creation and customization
  • Seamless integration of quotes with invoicing and payments
  • Client portal for easy approvals and tracking

Cons

  • Higher pricing compared to dedicated quotation tools
  • Limited advanced features for complex, multi-line item quotes
  • Full potential requires using other accounting features

Best For

Small service-based businesses and freelancers who need simple quoting combined with invoicing and basic accounting.

Pricing

Starts at $19/month (Lite plan) for basic quoting, up to $60/month (Premium) for advanced features; annual discounts available.

Visit FreshBooksfreshbooks.com
9
ConnectWise Sell logo

ConnectWise Sell

enterprise

Facilitates configurable quoting and proposals for IT service providers and MSPs.

Overall Rating8.2/10
Features
9.1/10
Ease of Use
7.4/10
Value
7.8/10
Standout Feature

Dynamic configuration engine that handles multi-level product bundles, margins, and real-time pricing from distributors

ConnectWise Sell is a robust quoting and proposal automation platform tailored for managed service providers (MSPs) and IT solution providers. It enables users to generate professional quotes, configurations, and proposals using an extensive product catalog, customizable templates, and automation tools. The software excels in integrating with PSA, RMM, and CRM systems to streamline the entire sales lifecycle from opportunity to close.

Pros

  • Deep integrations with ConnectWise Manage, RMM tools, and distributors
  • Advanced product configurator for complex bundles and custom pricing
  • Mobile app for on-the-go quote approvals and presentations

Cons

  • Steep learning curve for new users due to feature depth
  • Pricing can be high for small teams without full ConnectWise suite
  • Customization requires technical setup and ongoing maintenance

Best For

MSPs and IT resellers needing enterprise-grade quoting integrated with PSA and inventory systems.

Pricing

Starts at $89/user/month (billed annually), with tiered plans and custom enterprise pricing based on volume.

Visit ConnectWise Sellconnectwise.com
10
HubSpot Sales Hub logo

HubSpot Sales Hub

enterprise

Integrates quote creation within CRM for deal tracking, payments, and sales automation.

Overall Rating7.6/10
Features
8.2/10
Ease of Use
8.0/10
Value
6.8/10
Standout Feature

Dynamic quote generation that auto-populates line items and pricing from CRM product catalogs and deal stages

HubSpot Sales Hub is a robust CRM platform with built-in quotation tools that enable sales teams to create, customize, and send professional quotes directly from deal records. It supports quote templates, line-item pricing from product libraries, e-signatures, and payment collection via Stripe integration. While excellent for end-to-end sales workflows, its quotation features are embedded within a larger ecosystem, making it less ideal as a standalone easy quotation solution.

Pros

  • Seamless integration with CRM for pulling deal data into quotes
  • Customizable templates with e-signatures and payment processing
  • Real-time quote tracking and analytics within the sales pipeline

Cons

  • Overkill and complex for users needing only simple quoting
  • Pricing scales quickly for teams not using full CRM features
  • Limited advanced customization compared to dedicated quoting tools

Best For

Sales teams already invested in HubSpot CRM seeking integrated quoting without switching tools.

Pricing

Free CRM with basic quotes; Starter at $20/user/month, Professional $90/user/month, Enterprise $150/user/month (billed annually).

Conclusion

Among the top quotation tools, PandaDoc leads as the top choice, excelling at automated creation, sending, tracking, and e-signing for polished quotes. Proposify and Qwilr follow strongly, with customizable templates and interactive web pages that cater to varied needs, ensuring there’s a standout option for every user. Together, they simplify a critical sales step, making quoting efficient and effective.

PandaDoc logo
Our Top Pick
PandaDoc

Don’t let quote creation slow you down—try PandaDoc today to experience streamlined, professional workflows that boost results and client satisfaction.