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Business FinanceTop 10 Best Online Quote Software of 2026
Ranked top 10 online quote software for sales teams using pricing, approvals, and integrations, covering Salesforce CPQ, Quotient, and QuoteWerks.
How we ranked these tools
Vendors set the topic, but our editors set the inclusion criteria and the evaluation framework before research starts.
Search agents gather the source set and the review record, including transcriptions of video reviews and podcasts.
Framework: Features 40% · Ease 30% · Value 30%
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Salesforce CPQ is the right enterprise pick when you need guided selling and approvals tightly linked to Salesforce quote-to-order, while Quotient is the best fit for SMB teams that want controlled quote approvals with a clear edit trail, and QuoteWerks works best if mid-size sellers require reusable, complex quote documents.
Editor’s top 3 picks
Three quick recommendations before you dive into the full comparison below — each one leads on a different dimension.
Salesforce CPQ
CPQ quote revisions track acceptance and change context across regenerated documents, reducing mismatch risk during renegotiation.
Best for: Fits when sales teams need guided selling and approvals tightly integrated with Salesforce quote-to-order.
Quotient
Editor pickDiscount approval workflow that stays tied to quote revisions, keeping reviewers aligned to what changed.
Best for: Fits when sales teams need controlled quote workflows with approval steps and clear edit history.
QuoteWerks
Editor pickApproval workflow configuration for quote exceptions and discount rules tied to quote creation and acceptance states.
Best for: Fits when mid-size sales teams need controlled approvals and reusable quote documents.
Comparison Table
Salesforce CPQ
enterpriseEnterprise configure-price-quote software on the Salesforce platform.
CPQ quote revisions track acceptance and change context across regenerated documents, reducing mismatch risk during renegotiation.
Salesforce CPQ is built for configure-price-quote workflows where product selection, bundle structure, and eligibility rules are enforced during quote building. Quote templates and proposal templates help standardize document output, while quote lifecycle controls such as expiration, revision history, and acceptance status keep teams aligned across iterations. Salesforce-native governance features support role-based access, field-level restrictions, and audit trails tied to quote records and changes.
A key tradeoff is that CPQ configuration and data modeling require careful Salesforce setup to keep product rules, bundles, and pricing behavior consistent across sandboxes and production. Salesforce CPQ fits best when sales teams already run most workflows in Salesforce and need guided selling plus quote-to-order handoff with tight control over discount approvals and product eligibility.
- +Guided quote building runs directly on Salesforce quote records
- +Template-driven quote and proposal document generation
- +Rules-based discount and exception approval workflows
- +Strong extensibility using Salesforce integration tooling and APIs
- –Product and pricing rules take time to model correctly in Salesforce
- –Complex catalogs can slow configuration authoring and review cycles
Revenue operations teams
Standardize approvals for discount exceptions
Fewer off-policy quotes
Sales teams
Build guided offers from complex catalogs
Faster quote creation
Show 1 more scenario
Salesforce administrators
Connect CPQ to downstream order processing
Cleaner quote-to-order handoffs
Automation triggers on quote status and acceptance help populate order inputs for fulfillment systems.
Best for: Fits when sales teams need guided selling and approvals tightly integrated with Salesforce quote-to-order.
Quotient
SMBOnline quoting software for creating, sending, tracking, and approving customer quotes.
Discount approval workflow that stays tied to quote revisions, keeping reviewers aligned to what changed.
Quotient centers on quote building workflows that keep sellers on the same configuration path, which reduces manual back-and-forth when products, bundles, or add-ons change. Quote templates help standardize proposal formatting and line-item presentation across reps and accounts. Version history and audit trail support traceability when edits happen after initial creation. The system fits teams that need consistent quote outputs for internal review and customer delivery.
A tradeoff is that deeper CPQ-style configuration and complex rules coverage may require more setup than spreadsheet-first quoting. Quotient fits best when a sales ops team wants controlled quoting for deals that frequently go through discount approvals and require clean revision records before quote acceptance.
- +Guided quote workflow keeps sellers on consistent configuration paths
- +Revision tracking and audit trail cover quote edits across the lifecycle
- +Template-driven proposals reduce formatting drift between reps
- +Approval workflow supports discount and pricing checks before send
- –Advanced configuration logic can take time to model and maintain
- –API-based automation depth can be limiting for highly custom CPQ processes
Sales operations teams
Standardize quote formatting and approvals
Fewer revision cycles
Revenue teams selling bundles
Keep bundle selections consistent
More accurate quotes
Show 2 more scenarios
Deal desks
Track discount changes during review
Faster approvals
Revision tracking links pricing edits to reviewer decisions across each quote update.
Account teams with renewals
Reuse structured quote layouts
Shorter proposal turnaround
Quote templates and line-item reuse speed renewal proposals while keeping outputs consistent.
Best for: Fits when sales teams need controlled quote workflows with approval steps and clear edit history.
QuoteWerks
enterpriseQuote management software for creating complex sales quotes and configuring product pricing.
Approval workflow configuration for quote exceptions and discount rules tied to quote creation and acceptance states.
QuoteWerks organizes quoting around reusable quote and proposal templates and a line-item catalog, which keeps configure-price-quote outputs consistent across teams. Guided selling flows help sales users assemble quotes faster by steering them through required selections and formatting choices. Generated documents support PDF quote export and versioned revision tracking so stakeholders can audit what changed across iterations.
A key tradeoff is that complex product configuration rules can require more upfront template and catalog design than lighter quote builders. QuoteWerks fits best for sales teams that need controlled approval routing and repeatable quote outputs across regions, currencies, or recurring charge structures.
- +Template-driven quotes reduce formatting drift across sales reps
- +Revision tracking supports clear, document-level change history
- +Approval workflows route discount and quote exceptions
- +API access enables custom integrations beyond native connectors
- –Advanced configuration needs upfront catalog and template modeling
- –Guided flows can feel restrictive for highly bespoke quote cases
- –Deep CRM mapping work can be needed for clean data sync
- –Reporting granularity depends on how data is modeled in templates
Sales ops teams
Standardize quote documents at scale
Fewer formatting and content errors
Rev ops administrators
Control discount approvals
Reduced discount leakage
Show 2 more scenarios
Sales teams
Generate quotes with guided selections
Faster quote turnaround
Reps can follow guided quote steps to fill required fields and produce consistent output.
System integration teams
Connect quoting to CRM and ERP
Less manual data re-entry
Teams can integrate quote creation, status, and line-item data using API access and connectors.
Best for: Fits when mid-size sales teams need controlled approvals and reusable quote documents.
Zoho Invoice
SMBOnline invoicing software with estimates, customer portals, payment collection, and automation.
Built-in quote approval workflows that track quote action status through acceptance and expiration steps.
Zoho Invoice delivers online quote and proposal workflows tied to Zoho’s broader CRM and accounting modules. Quotes can be created from line-item product catalogs, exported to PDF, and converted into invoices for quote-to-order processing.
- +Quote documents generate consistent PDFs from saved templates
- +Approval routing covers quote actions with configurable rules
- +Quote acceptance and status history stay visible during revisions
- +Accounting handoff works well inside the Zoho app ecosystem
- –Advanced CPQ-style configuration requires extra design work
- –Multi-currency quoting needs careful tax and rate configuration
- –Spreadsheet quote import coverage can be uneven by field mapping
- –Automation logic is limited compared with dedicated configure-price-quote tools
Best for: Fits when sales teams need quote-to-invoice flow with Zoho CRM and accounting integration.
HubSpot Sales Hub
enterpriseQuote creation and e-signature built into a full CRM sales suite.
Quote documents generated from HubSpot deal records, with acceptance and follow-up actions tracked in the same CRM timeline.
HubSpot Sales Hub generates quotes and proposals from CRM-managed customer and deal data while keeping the sales motion inside HubSpot. The quote workflow connects to HubSpot objects such as contacts, companies, deals, and line items, then produces quote documents like PDF and proposal formats.
- +Uses CRM deal context to populate customer details and quote metadata automatically
- +Approval and quote acceptance can run as part of the HubSpot sales workflow
- +Generates shareable quote documents from within the same sales workspace
- +Strong connectivity to other HubSpot sales features reduces tool switching
- –Rules-based product configuration and guided selling depth are limited versus dedicated CPQ tools
- –Complex approval matrices need careful permission and workflow design
- –Line-item catalog management is less granular than enterprise CPQ product models
- –Automations that depend on quote versioning may require extra process discipline
Best for: Fits when mid-market teams want quotes tied to HubSpot deals and approvals without running separate CPQ tooling.
Qwilr
enterpriseInteractive web-based proposals and quotes with pricing, content, and approval features.
Interactive quote publishing with reusable page templates and guided document structure built around sales presentation, not CPQ configuration.
Qwilr is an online quote and proposal builder that focuses on publishing guided, interactive sales documents with flexible layouts and reusable templates. It supports configurable quote content through page components, line-item style sections, and template reuse for faster repeat quoting.
- +Template-driven quote pages reduce layout work for repeat sales motions
- +Interactive quote publishing supports guided sales content without separate design tools
- +Electronic signature and acceptance tracking reduces manual follow-up steps
- +Share links and PDF export cover common internal and customer distribution needs
- –Rules-based product configuration depth is limited versus CPQ suites
- –Approval workflows are less granular than approval-matrix tools
- –API surface is narrower than dedicated CPQ and quote-to-order systems
- –Complex quoting with high line-item volume can require careful document structuring
Best for: Fits when teams need interactive quote and proposal documents with moderate quoting logic.
HoneyBook
SMBClient management software for proposals, quotes, contracts, invoices, and payments.
Proposal workflow ties acceptance status and client communication directly to each sent quote.
HoneyBook is built for quote creation and client-facing workflow around service delivery, with document templates and guided follow-ups rather than CPQ-style configuration. Quotes and proposals are managed inside a unified CRM view that tracks contacts, messaging, and acceptance status.
- +Client-facing proposal flow keeps contact, messaging, and acceptance in one place
- +Template-driven quotes speed reuse for recurring service packages
- +Built-in electronic signature reduces handoffs between quote and approval
- +Revision history supports traceability for proposal changes
- –Rules-based product configuration and quoting logic are limited for complex variants
- –API depth and automation hooks are narrower than CPQ systems for sales ops
Best for: Fits when service teams need branded proposals, signature capture, and lightweight approvals without complex pricing configuration.
DealHub CPQ
SMBRevenue platform combining CPQ, quoting, and subscription management.
Guided selling with configurable workflows that drive both pricing decisions and approval routing in the same quote process.
DealHub CPQ is an online quote tool that centers guided selling workflows, product configuration, and proposal-style quote outputs. It supports rules-based pricing, deal approvals, and quote lifecycle controls like expiration and revision tracking.
- +Guided selling flows reduce configuration errors and standardize quote creation
- +Rules-based pricing supports conditional line-item logic and discount governance
- +Template-driven quote documents keep formatting consistent across deals
- +API access supports CPQ integration for quote generation and quote updates
- –Complex rules require careful QA to prevent unintended price outcomes
- –Approval workflows can add administrative overhead during high-velocity quoting
Best for: Fits when sales teams need guided selling, rules-based pricing, and controlled quote documents tied to CRM data.
ConnectWise Sell
vertical specialistQuoting and proposal automation for IT solution providers and MSPs.
Guided selling that enforces step-by-step quote completion mapped to ConnectWise objects.
ConnectWise Sell generates structured sales quotes with a guided selling workflow that routes sellers through configurable deal steps. Quote builds are driven by product catalogs and quote templates, with line-item level pricing behaviors and proposal document outputs.
- +Guided quote workflows reduce seller variation across deals
- +Reusable quote templates standardize proposal wording and sections
- +Strong ConnectWise CRM and PSA alignment for quote lifecycle updates
- +Revision tracking keeps change history tied to the quote record
- –Advanced configuration requires disciplined catalog and pricing rule setup
- –Complex approval chains can feel rigid without workflow tuning
Best for: Fits when sales teams using ConnectWise need guided quote building and controlled revisions.
Scoro
SMBWork management platform with integrated quoting and billing for agencies.
Revision tracking across quote document updates keeps approval decisions tied to the exact proposal version.
Scoro is a work-management system that includes quote creation and approval workflows for services and project-driven sales teams. Quote documents are built from templates and line items, then routed through approvals with revision tracking to support controlled updates.
- +Quote approvals can follow configurable workflow stages
- +Template-based quotes reduce manual formatting work
- +Revision history supports auditing of quote changes
- +Permissions and activity logs help control quote document access
- –Guided configuration depth is limited versus dedicated CPQ tools
- –API coverage for quote lifecycle actions is less extensive than CPQ-grade offerings
- –Complex pricing logic requires process discipline more than rules engines
- –Bulk quote generation and spreadsheet workflows feel less tailored than CPQ specialists
Best for: Fits when quote workflows align with delivery projects and approvals need tight revision tracking.
Conclusion
After evaluating 10 online quote software, Salesforce CPQ 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 Online Quote Software
After reviewing dedicated CPQ and quote workflow platforms, this guide focuses on online quote software that supports guided selling, quote document generation, and approval paths inside the quote-to-cash process. The ranked set covers Salesforce CPQ, Quotient, and DealHub CPQ, plus adjacent workflow-first tools like HubSpot Sales Hub, Zoho Invoice, Qwilr, HoneyBook, QuoteWerks, ConnectWise Sell, and Scoro.
Each tool is judged for how revisions stay traceable during renegotiation, how quote approvals attach to quote action states, and how configuration work affects turnaround time. Salesforce CPQ leads for quote revision tracking across regenerated documents, while Quotient and QuoteWerks emphasize discount approval workflows tied to what changed in the quote.
Online Quote Software for guided selling, approval workflows, and configurable quotes
Online quote software helps sales teams generate quote and proposal documents from deal and line-item inputs while keeping configuration, pricing decisions, and approvals linked to the specific quote version. Salesforce CPQ and DealHub CPQ use quote records as the execution context so guided quote building, pricing rules, and approval routing happen during the quote lifecycle.
Some platforms tilt toward workflow governance and document consistency rather than deep pricing modeling. Quotient and QuoteWerks keep discount approvals attached to quote revisions and edit history, while HubSpot Sales Hub and Zoho Invoice prioritize quote acceptance and follow-up actions inside their CRM or accounting workflows.
Evaluation criteria for Online Quote Software
Revision traceability shows whether approval decisions remain attached to the correct quote version after edits. Configuration controls show how each platform handles product choices, conditional pricing, and exception routing.
Revision traceability
Salesforce CPQ tracks acceptance and change context across regenerated quote documents. Quotient connects discount decisions to quote revisions and maintains an edit history.
Guided configuration controls
DealHub CPQ combines guided selling with conditional line-item pricing and approval routing. ConnectWise Sell enforces step-by-step quote completion against ConnectWise objects.
Quote and proposal document output
Qwilr publishes interactive quote pages from reusable presentation templates. HoneyBook combines branded proposals, client communication, and signature capture in one sent-quote workflow.
CRM and accounting context
HubSpot Sales Hub populates quote details from deal records and records acceptance activity in the CRM timeline. Zoho Invoice connects quote actions with Zoho CRM and accounting workflows.
Approval governance
QuoteWerks applies approval rules to exceptions and discounts during quote creation and acceptance. Scoro routes quote approvals through configurable stages while preserving the related document version.
Choose by configuration depth, approval control, and document workflow
The correct platform depends on where quote decisions occur. Salesforce CPQ and DealHub CPQ place configuration and pricing logic at the center, while Qwilr and HoneyBook prioritize client-facing documents and acceptance activity.
Choose a CPQ model or a document workflow
Select Salesforce CPQ or DealHub CPQ when sellers need guided product selection and conditional pricing inside the quote process. Select Qwilr or HoneyBook when presentation quality, client communication, and acceptance matter more than complex product logic.
Map the system that owns customer context
HubSpot Sales Hub suits teams that keep deal data and follow-up actions in HubSpot. Zoho Invoice suits teams that need quote acceptance to continue into Zoho CRM and accounting records.
Set the required approval granularity
Choose Quotient when reviewers must see how each discount revision changed the quote. Choose QuoteWerks or Scoro when approval stages and document-level controls matter more than advanced configuration logic.
Test catalog maintenance effort
Model representative bundles, optional items, and discount exceptions before selecting Salesforce CPQ, DealHub CPQ, or ConnectWise Sell. Complex rules require catalog ownership, review cycles, and testing before sellers can use them consistently.
Check automation and integration limits
Review the required lifecycle triggers against each platform's available integrations and API hooks. Quotient, HoneyBook, and Scoro have narrower automation coverage than platforms designed for deeper CPQ operations.
Teams that benefit from specific online quote workflows
Sales teams with changing product selections need controls that connect configuration, approvals, and document revisions. Salesforce CPQ, DealHub CPQ, and ConnectWise Sell address different levels of guided quote construction.
Salesforce-centered revenue teams
Salesforce CPQ keeps guided quote building on Salesforce quote records and carries revisions through regenerated documents. It suits teams that convert approved quotes into Salesforce order processes.
Mid-market teams with controlled document workflows
Quotient and QuoteWerks attach approvals and edit history to reusable quote documents. They suit teams that need reviewer visibility without adopting a full CPQ operating model.
Teams selling through CRM or accounting workflows
HubSpot Sales Hub keeps quote acceptance and follow-up activity in deal timelines. Zoho Invoice connects quote status with CRM and accounting actions.
Service businesses sending branded proposals
HoneyBook combines proposals, client messages, and signature capture for recurring service packages. Qwilr suits teams that need interactive sales pages with reusable presentation structures.
Teams with strict guided selling requirements
DealHub CPQ and ConnectWise Sell reduce seller variation through ordered configuration steps. DealHub CPQ adds conditional pricing decisions, while ConnectWise Sell maps completion to ConnectWise records.
Common Online Quote Software selection mistakes
Quote software can appear suitable because it produces polished documents, but document output does not prove that product rules or approvals are controlled. Teams should test the complete path from line-item selection through acceptance and revision.
Choosing a document-first tool for complex product variants
Qwilr and HoneyBook handle presentation and client acceptance well, but their configuration depth is limited compared with Salesforce CPQ and DealHub CPQ. Test conditional product choices before replacing a dedicated CPQ platform.
Treating approval status as proof that the correct version was reviewed
Use Quotient or Salesforce CPQ when reviewer decisions must remain tied to changed quote content. Regenerated documents without revision context can leave sellers and reviewers working from different versions.
Underestimating catalog and rule maintenance
Salesforce CPQ, DealHub CPQ, and ConnectWise Sell require structured product and pricing setup. Assign ownership for rule testing and review before adding complex bundles or discount exceptions.
Selecting a platform without checking automation hooks
Compare required quote lifecycle actions with each tool's integration and API coverage. HoneyBook, Quotient, and Scoro may require manual work for custom CPQ processes that need deeper automation.
How We Selected and Ranked These Tools
We evaluated ten online quote software products against features, ease of use, and value. Features received 40% of the ranking, while ease of use and value each received 30%.
We examined revision handling, configuration controls, document generation, approval workflows, and integration context across Salesforce CPQ, Quotient, HubSpot Sales Hub, and the other ranked tools. Salesforce CPQ ranked first because it combines guided selling on Salesforce quote records with approval integration and revision tracking across regenerated documents.
Frequently Asked Questions About Online Quote Software
How does guided selling differ between Salesforce CPQ and Quotient for sales teams?
What does it mean that quote revisions track acceptance context in Salesforce CPQ?
How do approvals work differently in Zoho Invoice versus QuoteWerks?
Which tools support API-based access for quote creation and workflow automation?
Where does Qwilr fall short compared with DealHub CPQ when pricing logic must be rules-based?
When teams need quote documents from CRM deal records, which platform reduces handoffs most?
How do electronic signatures connect to acceptance workflows in Qwilr and HoneyBook?
What admin controls are typically used to restrict what sellers can change on a quote?
What breaks if quote templates and line-item catalogs are not aligned during quote-to-order handoff?
Tools reviewed
Primary sources checked during evaluation.
Referenced in the comparison table and product reviews above.
Funding and competing interests
This study was co-funded by several of the vendors assessed in it. No single vendor funded it. Funders could propose the market studied.
They had no role in selecting vendors, setting or weighting criteria, analysing data or drawing conclusions, and they received the same factual-accuracy check as every other vendor assessed.
Market definition, inclusion rules and criteria weights were fixed by an editor before research began and did not change afterwards. Editorial process →
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