GITNUXSOFTWARE ADVICE
Top 10 Best Free Quote Software of 2026
Top 10 ranking of free quote software for estimating and proposals, including Quoter, Better Proposals, Proposify, plus Odoo Sales and HubSpot Sales Hub.
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 pick when sales teams need repeatable, template-driven quotes with review gates and traceable e-signature revisions, while Flipsnack is the go-to if the free budget slot is mainly about polished, interactive flipbook-style proposals built from mostly static inputs.
Editor’s top 3 picks
Three quick recommendations before you dive into the full comparison below — each one leads on a different dimension.
Proposify
Approval routing tied to role permissions keeps drafts and sends under controlled review for each quote revision.
Built for fits when sales teams need repeatable proposal documents with review gates and traceable revisions..
Odoo Sales
Editor pickQuotation documents are generated from sales orders so approval and edits carry forward without re-mapping fields.
Built for fits when teams need quotes tightly linked to sales orders and workflow-driven approvals..
HubSpot Sales Hub
Editor pickDeal-linked quote activity and reporting stay within HubSpot’s CRM timeline, reducing disconnected proposal status handling.
Built for fits when deal-centric teams need quote workflows tied to CRM tracking, not deep CPQ configuration..
Comparison Table
Proposify
SMBProposal and quote creation software with templates, approvals, and e-signature.
Approval routing tied to role permissions keeps drafts and sends under controlled review for each quote revision.
Proposify supports quote template builder workflows where teams reuse proposal sections and pricing fields across deals without rebuilding documents each time. Revision tracking keeps prior versions available during a deal cycle, which reduces back-and-forth when pricing or terms change. Document rendering outputs proposal-ready PDFs for consistent presentation and e-signature attachment workflows when those steps are part of the company process.
A key tradeoff is that complex line-item configuration and highly customized pricing logic can require additional configuration work before sales reps can self-serve. Proposify fits teams that run repeatable proposal formats and want governance around who can modify quotes, especially when deals need review routing before sending.
- +Reusable proposal templates reduce rebuild time across deals
- +Quote versioning preserves prior pricing and terms during reviews
- +Built-in approval routing limits who can send customer-facing drafts
- +CRM integrations support faster data handoff into proposals
- –Highly custom line-item pricing logic needs careful setup
- –Advanced configuration can slow first deployment for new template owners
- –Some deal-specific layout changes depend on template configuration
- –Complex multi-currency quoting workflows may require added process steps
Sales operations teams
Standardize proposals across reps
Less rework during deal cycles
Deal desks
Route discount approvals
Fewer pricing exceptions
Show 2 more scenarios
RevOps and CRM admins
Sync CRM fields into quotes
Faster quote preparation
Integrations move account and deal context into proposal drafts for faster authoring.
Account managers
Send revised proposals quickly
Clear change history
Versioned updates keep historical terms available during customer negotiations.
Best for: Fits when sales teams need repeatable proposal documents with review gates and traceable revisions.
Odoo Sales
SMBOpen-source quoting module available in the free Community edition.
Quotation documents are generated from sales orders so approval and edits carry forward without re-mapping fields.
Odoo Sales supports creating quotations from sales orders and reusing the same product, pricing, and customer context across the quote lifecycle. The document layer ties quote content to sales order fields, which reduces duplication when proposals include structured line items and attachments. The automation surface includes workflow-driven actions on quote states, plus routing through sales teams and user roles for review steps.
A key tradeoff is that advanced CPQ behavior depends on how product configuration is modeled in Odoo and which extra apps get added for constraint logic and dynamic pricing rules. Odoo Sales fits best when quoting must stay aligned with the downstream sales order and ERP handoff, especially for teams already standardizing products and pricing in Odoo.
- +Quote content reuses sales order line structure for consistent proposals
- +Workflow-driven quote status changes integrate with sales teams and user roles
- +Template customization pulls from record fields for repeatable document output
- +Tight path from quotation to order supports quote-to-order handoff
- –CPQ constraint logic may require Odoo product configuration plus extra modules
- –Highly customized dynamic pricing can add complexity to rule modeling
Sales operations teams
Standardized quote workflow with approvals
Fewer off-process revisions
B2B sales teams
Proposal PDFs from structured line items
Repeatable proposal formatting
Show 2 more scenarios
Partner and channel teams
Shared quoting with controlled roles
Controlled collaboration
Channel teams use role-based access in Odoo to manage which users can edit and submit quotes.
Implementers and solution architects
Extensible quoting logic in Odoo
Tailored proposal processes
Implementers extend quotation behavior by building on Odoo models, fields, and workflow actions.
Best for: Fits when teams need quotes tightly linked to sales orders and workflow-driven approvals.
HubSpot Sales Hub
SMBProvides a quote builder inside its free CRM tier.
Deal-linked quote activity and reporting stay within HubSpot’s CRM timeline, reducing disconnected proposal status handling.
HubSpot Sales Hub fits teams that want quotes to live alongside contact, company, and deal records rather than in a separate proposal system. Quote documents can be assembled using HubSpot’s existing sales assets like line items associated with deals, then rendered for sharing with stakeholders. Activity and engagement tracking stays connected to deal context, which simplifies “what happened after the quote” reporting.
A key tradeoff is that quote configuration depth stays more CRM-centric than CPQ-engine style, which limits complex option logic and advanced pricing rule modeling. HubSpot Sales Hub is a strong fit for businesses that need consistent deal-based proposals with measurable follow-up rather than highly parameterized product configuration.
- +Quotes stay linked to deals for end-to-end activity tracking
- +Automation can trigger notifications based on deal stage and quote actions
- +Email delivery and engagement reporting remain in the CRM workflow
- +Revision history aligns with CRM deal updates and user permissions
- –Complex option constraint logic is limited versus dedicated CPQ engines
- –Multi-currency and tax behavior can require extra configuration work
- –Advanced pricing rule matrices need careful design to avoid manual steps
- –Proposal layout customization depends on available template controls
Sales teams and deal desk
Send deal quotes with tracked engagement
Faster follow-up and cleaner pipeline reporting
Revenue operations teams
Automate quote reminders by deal stage
Reduced quote aging and missed touches
Show 1 more scenario
Commercial leaders
Review quote impact on pipeline movement
Better forecasting from quote-driven data
Managers use deal-level properties and activity to assess which quotes lead to progression.
Best for: Fits when deal-centric teams need quote workflows tied to CRM tracking, not deep CPQ configuration.
Zoho CRM
SMBFree tier up to 3 users includes quote generation.
Deal-based workflow automation that triggers quote approval steps when specific deal fields change.
Zoho CRM is a customer-relationship system that can drive quote and proposal workflows through deal records, sales stages, and automation rules. It is distinct for combining a configurable CRM data model with integration options such as REST APIs and native automation that can populate quote-relevant fields.
Zoho CRM supports approval flows and extensibility through Zoho’s ecosystem, which helps route quote drafts and capture revision history during the deal lifecycle. For quote workflows, the practical outcome is structured deal data that can be used to generate proposal outputs with linked attachments and process steps.
- +REST API and webhooks support quote data exchange with proposal tools
- +Workflow automation routes approval steps based on deal and field changes
- +Custom modules and fields fit structured quote inputs per industry needs
- +Audit-style activity tracking supports revision context on deal records
- –Quote rendering and line-item configuration require external configuration or add-ons
- –Complex CPQ rules engines like tier matrices need additional orchestration work
- –Lead-to-quote users often need admin setup for schemas and workflow triggers
- –Quote versioning fidelity can lag behind dedicated proposal systems
Best for: Fits when teams need CRM-driven quoting steps and approval routing tied to deal records.
Flipsnack
specialistFree plan lets you create and share interactive quote proposals as flipbooks.
Interactive, media-rich proposal rendering with PDF export for client-ready documents.
Flipsnack creates interactive quote and proposal pages and exports them for sharing as PDF. It focuses on layout control with media-rich templates, plus versioned publishing so teams can send updated documents.
The workflow fits companies that need client-ready proposals more than fully automated quoting engines. For integration depth, it supports embed and sharing options but does not provide native CPQ-style pricing rule execution or order conversion.
- +Interactive proposal pages with image, video, and embedded links
- +Fast template-based publishing for sales documents
- +Easy export to PDF for client distribution
- +Clear revision publishing flow for updated proposal versions
- –No native quote line-item configuration or constraint logic
- –Limited automation for approvals, discount checks, and routing
- –Minimal integration surface for CRM handshake and ERP sync
- –Data changes are manual because pricing and catalog logic are not centralized
Best for: Fits when proposal design quality matters and quotes are assembled from mostly static inputs.
Invoice Ninja
SMBOpen-source invoicing platform with a built-in quote module on its free self-host tier.
Quote-to-invoice conversion that reuses the same line-item structure and document templates for consistent downstream billing.
Invoice Ninja is a web-based invoicing and quote workflow tool with strong document generation for service and product businesses. Quotes support line items, discounting per line or total, recurring invoicing, and PDF output that can be sent to customers for approval and signature attachments.
The configuration supports multiple tax rates, customizable templates, and client history tied to issued documents. For estimating and proposal workflows, it provides revision-friendly quote records and a clear path to quote-to-invoice conversion.
- +Quote and invoice documents use a consistent line-item workflow.
- +PDF proposal rendering supports template customization and repeatable layouts.
- +Client records link issued documents for faster retrieval and follow-up.
- +Tax rates and discounts apply at the document or line-item level.
- –Guided selling and option-constraint logic require manual setup per catalog.
- –Approval routing and quote expiration policies lack fine-grained controls.
- –Deep ERP sync and bidirectional CRM handshake depend on external integrations.
- –Quote versioning and revision tracking are less granular than deal-desk systems.
Best for: Fits when teams need quote-to-PDF proposals with straightforward line items and fast conversion to invoices.
Vtiger CRM
SMBFree open-source CRM edition includes quote management.
Vtiger CRM keeps proposal and quote documents tightly linked to opportunities and deal activities, reducing quoting handoff friction.
Vtiger CRM is a CRM-first system that ties quote creation to sales records instead of treating quoting as a separate tool. It supports structured sales workflows with deal and contact context, plus document generation for proposals and quote outputs.
The system’s value for quote workflows comes from CRM handshake behaviors like keeping quote activity tied to accounts, contacts, and opportunities. For teams that need quoting inside a broader CRM process, Vtiger CRM can reduce the handoff between proposal work and deal management.
- +Quote drafts stay connected to opportunities, contacts, and account history
- +Document templates help standardize proposal layouts per sales motion
- +Configurable sales workflows support approvals tied to deal stages
- +Extensibility options help adapt quote-related fields to sales process
- –Line-item quote configuration and pricing logic can require extra setup
- –Quote lifecycle controls like revision tracking are less geared for deal desks
- –Approval routing granularity for quote-specific steps may lag CPQ-focused tools
- –Integration and API coverage for quote data often depends on custom work
Best for: Fits when sales teams want quotes created inside CRM records and managed with deal workflow stages.
GetAccept
SMBSales collateral and document tracking platform with e-signature and quoting for B2B teams.
Proposal status tracking tied to revisions and signing events within the same quote lifecycle.
GetAccept focuses on quote and proposal workflows with built-in document generation, tracking, and approval steps. Quote templates and configurable fields support repeatable proposals without rebuilding each offer from scratch.
The system ties proposal delivery to status updates so sales teams can follow revision progress and signing outcomes. Admin controls center on managing proposal content and workflow settings across users to keep generated documents consistent.
- +Proposal tracking shows sent, opened, and signed status in one view
- +Reusable quote templates reduce repeated manual document edits
- +Built-in revision history supports controlled proposal updates
- +Workflow steps for approvals and e-signing fit common deal flows
- –Advanced CPQ rules require more manual structure than a full pricing engine
- –API automation is limited for deep CRM and ERP bidirectional syncing needs
- –Line-item configuration depends on template setup rather than governed product catalogs
- –Role separation and audit controls are less granular than enterprise quote systems
Best for: Fits when teams need repeatable quotes and tracked proposals with lightweight approval and signing workflows.
Better Proposals
SMBProposal software with quote building, templates, and e-signature integration.
Built-in quote versioning with revision-aware document regeneration tied to the proposal lifecycle, not a separate document archive.
Better Proposals generates quotes and proposals from reusable templates with control over line items and document sections. Quote creation supports versioning workflows so revisions stay trackable across deal cycles.
The system includes approval routing for internal review and lets documents render to PDF for sharing with customers. Better Proposals also supports importing and exporting quote data so CRM or spreadsheet handoffs can be standardized.
- +Reusable quote templates reduce repeated manual formatting work
- +Quote versioning preserves revision history during customer iterations
- +Approval routing keeps internal signoff tied to quote status
- +PDF rendering supports immediate customer-facing document delivery
- –Limited native integration depth for enterprise CRM and ERP handshakes
- –Automation coverage is lighter for complex discount approval thresholds
- –Customization is constrained when product catalogs need deep variant logic
- –Advanced configuration requires careful template governance to avoid drift
Best for: Fits when small teams need fast quote-to-PDF workflows with versioned revisions and internal approvals.
Scoro
enterpriseWork management platform with quoting, project management, and billing for professional services.
Scoro connects estimates to project budgets, tracked work, and invoices within the same workspace.
Scoro suits service firms that need estimates connected to projects, invoices, and client records rather than a standalone proposal editor. Its workspace combines quote creation, CRM, project planning, time tracking, billing, and financial reporting. Reusable quote templates and conversion from accepted estimates into invoices reduce duplicate entry, but proposal design, guided selling, and specialized pricing controls are limited compared with dedicated quoting products.
- +Connects estimates with projects, time entries, invoices, and client records.
- +Reusable templates support consistent quote documents across service engagements.
- +Built-in CRM and reporting provide context beyond individual quotes.
- –Proposal design options are narrower than dedicated proposal software.
- –Complex product catalogs and pricing rules receive limited native coverage.
- –The broader workspace adds configuration overhead for quote-focused teams.
Best for: Fits when service teams need estimates tied to project delivery, billing, and client management.
Conclusion
After evaluating 10 tools, 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 free quote software
Free quote software covers the workflow from quote creation to client-ready delivery, including revision tracking, approval routing, and quote-to-document publishing.
This guide covers Proposify, Odoo Sales, HubSpot Sales Hub, Zoho CRM, Flipsnack, Invoice Ninja, Vtiger CRM, GetAccept, Better Proposals, and Scoro across estimating and proposal workflows where teams need repeatable outputs.
Free quote software for proposal workflows, quote versioning, and controlled approvals
Free quote software is used to assemble quote documents from templates and line items, then manage revisions as edits move through internal review and client handoff.
Proposify emphasizes approval routing tied to role permissions and quote versioning so each revision stays traceable during controlled review.
Better Proposals focuses on revision-aware quote regeneration tied to the proposal lifecycle, while GetAccept pairs proposal status tracking with signing events inside a single quote lifecycle.
Free quote software capabilities that determine quote control and proposal throughput
The strongest free quote software packages keep quote revisions controlled from draft to client-ready output. Proposify ties approval routing to role permissions for each quote revision, which keeps internal review and outward documents aligned.
Quote generation also needs lifecycle-aware versioning so changes do not overwrite customer-facing terms. Better Proposals regenerates documents by revision within the proposal lifecycle, while GetAccept links proposal status tracking to signing events inside the same quote lifecycle.
Revision tracking tied to approvals or lifecycle states
Proposify uses approval routing tied to role permissions so each quote revision is reviewed and sent under controlled gates. Better Proposals rebuilds quote-to-PDF outputs with revision-aware regeneration tied to the proposal lifecycle.
Workflow attachment to CRM deal records
HubSpot keeps quote activity and reporting in the deal timeline, which reduces disconnected proposal status handling. Zoho CRM routes quote approval steps when specific deal fields change through deal-based workflow automation.
Quote generation driven by sales-order structure
Odoo Sales generates quotation documents from sales orders so approval and edits carry forward without remapping fields. This quote content reuse reduces field drift compared with tools that start from standalone template inputs.
Proposal publishing format and interactive client rendering
Flipsnack renders interactive proposals with image, video, and embedded links and supports PDF export for client-ready delivery. This design-first publishing path works best when quotes rely on mostly static inputs.
Quote to invoice conversion using shared line-item workflow
Invoice Ninja converts quotes to invoices by reusing the same line-item structure and document templates. This supports repeatable quote-to-PDF proposal layouts that carry into billing documents.
CRM-native quote record linkage and deal handoff
Vtiger CRM keeps proposal and quote documents tightly linked to opportunities and deal activities. This reduces quoting handoff friction when sales teams manage quoting inside CRM records.
Integration depth for quote data exchange via API
Zoho CRM provides REST API and webhooks for quote data exchange with proposal tools, which helps keep external proposal documents synchronized. Scoro connects estimates with projects, time entries, invoices, and client records inside a single workspace rather than relying on external proposal handshakes.
How to choose free quote software based on workflow ownership and automation depth
Start by identifying where the quote workflow is owned. Teams that require controlled review for each revision typically pick Proposify for role-gated approval routing, while teams that need rapid revision-to-PDF output with lightweight approvals often choose Better Proposals.
Then map how the quote content is created. If quotes must originate from sales orders and carry approvals forward through sales workflows, Odoo Sales fits the sales-order-driven generation pattern, while Flipsnack fits teams that prioritize interactive client rendering over line-item configuration logic.
Pick the system that owns quote revisions and outward documents
Proposify uses approval routing tied to role permissions so drafts and outbound sends stay under controlled review for each quote revision. Better Proposals focuses on built-in quote versioning with revision-aware regeneration, which keeps PDF outputs consistent during customer iterations.
Decide whether quoting is CRM-deal centric or document-first
HubSpot keeps quote activity and reporting inside the CRM timeline for deal-linked tracking and automated notifications based on deal stage and quote actions. Flipsnack prioritizes interactive proposal rendering and fast template-based publishing, which reduces the need for deep deal-driven configuration.
Select the generation model that matches the source of truth
Odoo Sales generates quotations from sales orders so approval and edits carry forward without remapping fields. Invoice Ninja reuses the same line-item workflow for quote-to-invoice conversion, which works when billing needs to inherit quote structure.
Evaluate how option constraints and pricing rules will be configured
Odoo Sales can require CPQ constraint logic implemented through Odoo product configuration plus extra modules when catalog logic is complex. HubSpot and Flipsnack limit complex option constraint logic compared with dedicated pricing engines, so complex pricing workflows may need additional orchestration.
Confirm workflow automation triggers are tied to the right record fields
Zoho CRM triggers quote approval steps when deal fields change, which fits teams that manage approvals as field-driven workflows. Scoro connects estimates to projects, time entries, invoices, and client records, which fits service operations that need end-to-end tracking rather than deep CPQ orchestration.
Who should use free quote software for estimating and proposal workflows
Free quote software fits teams that publish quote documents repeatedly while still needing internal control over revisions and approvals. The tool choice depends on whether the quote workflow is owned inside a CRM deal record or in a dedicated proposal workflow with separate document publishing.
Proposify suits sales teams that need repeatable proposal documents with review gates and traceable revisions, while GetAccept suits teams that need sent, opened, and signed status visible in one quote view.
Sales teams running approval-gated proposal iterations
Proposify routes each quote revision under role-gated approval control, which supports traceable review during repeatable proposal document publishing.
CRM-led teams that want quote status inside deal timelines
HubSpot keeps quote activity and reporting within the CRM timeline and can trigger notifications based on deal stage and quote actions.
Operations teams that convert quotes into invoices using shared line structures
Invoice Ninja reuses the same line-item workflow and templates for quote-to-invoice conversion, which supports consistent downstream billing documents.
Service organizations that connect estimates to delivery and billing
Scoro connects estimates to projects, time entries, and invoices in the same workspace, which aligns quoting with delivery and client management.
Teams focused on interactive client-facing proposal presentation
Flipsnack provides interactive proposal pages with embedded media and supports PDF export for client-ready documents when catalog logic is mostly static.
Common mistakes when selecting free quote software for real-world quote workflows
Teams often select based on document appearance and then discover missing workflow depth for approvals, expiration, or line-item configuration. Flipsnack can deliver high-quality interactive rendering, but it lacks native quote line-item configuration and constraint logic needed for controlled pricing workflows.
Another frequent failure is assuming deep bidirectional automation exists without integration planning. Zoho CRM supports REST API and webhooks, but quote rendering and line-item configuration often require external configuration or add-ons when the proposal tool expects deeper CPQ logic.
Choosing interactive proposal publishing while underestimating CPQ and line-item configuration requirements
Flipsnack supports interactive pages and PDF export, but it provides no native quote line-item configuration or constraint logic, so complex pricing workflows need alternate setup.
Assuming quote approvals and revision history are handled the same way across tools
Proposify ties approval routing to role permissions for each quote revision, while GetAccept focuses on proposal status tracking tied to revisions and signing events, so the approval model may not match internal governance.
Picking a CRM tool without checking which parts of the quoting workflow require add-ons
Odoo Sales can require CPQ constraint logic via Odoo product configuration plus extra modules, while HubSpot limits complex option constraint logic versus dedicated CPQ engines.
Overbuilding pricing rule complexity before verifying the tool’s integration and automation surface
Proposify supports approval routing and quote versioning, but highly custom line-item pricing logic needs careful setup, which can slow onboarding for template owners.
Expecting deep ERP-style synchronization when the automation surface is mainly CRM-side
Zoho CRM offers REST API and webhooks, but Quote rendering and line-item configuration may depend on external configuration, and GetAccept API automation is limited for deep CRM and ERP bidirectional syncing.
How We Selected and Ranked These Tools
We evaluated each tool on features for estimating and proposal workflows, including revision control, quote-to-PDF publishing behavior, and how workflow steps connect to approvals or deal records. Features counted for 40% of the score, ease and workflow setup counted for 30%, and value for the target workflow counted for 30%.
Proposify ranked highest because role-permission approval routing is tied to each quote revision and quote versioning preserves prior pricing and terms during reviews. Proposify also supported reusable proposal templates that reduce rebuild time across deals, which directly improves throughput in estimation and proposal cycles.
Frequently Asked Questions About free quote software
How do Proposify and Better Proposals handle quote versioning during internal review?
Which tools generate client-ready PDF proposals without manual reformatting?
When should teams use GetAccept versus Invoice Ninja for signing-focused quote workflows?
How does Odoo Sales keep quote edits synchronized with order execution in the same system?
What integration patterns matter for teams comparing Zoho CRM and HubSpot Sales Hub for quote workflows?
What breaks if proposal data must move between tools using a shared data model?
Which setup approach fits organizations that want quoting inside a CRM deal stage workflow?
How do admin controls and permission models differ between Proposify and GetAccept?
Where do integrations and APIs fall short for teams needing deep pricing rules and quote-to-order conversion?
What security and audit requirements are easiest to support with quote lifecycle tracking in these tools?
Tools reviewed
Primary sources checked during evaluation.
Referenced in the comparison table and product reviews above.
Keep exploring
Comparing two specific tools?
Software Alternatives
See head-to-head software comparisons with feature breakdowns, pricing, and our recommendation for each use case.
Explore software alternatives→Need a personal recommendation?
Software Advisory Service
Skip months of vendor evaluation. Our analysts recommend the right tool for your business in 2–4 weeks.
Talk to an analyst →