Quick Overview
- 1#1: Salesforce CPQ - AI-powered configure, price, quote software that automates accurate quote generation and tracks sales opportunities end-to-end.
- 2#2: Oracle CPQ - Cloud-based CPQ solution for creating, managing, and tracking complex quotes with real-time pricing and configuration.
- 3#3: Conga CPQ - Integrated CPQ platform that streamlines quote creation, approvals, and tracking within revenue lifecycle management.
- 4#4: SAP CPQ - Robust CPQ tool for enterprises to configure products, generate quotes, and monitor deal progression seamlessly.
- 5#5: DealHub - Modern CPQ and sales engagement platform for fast quote generation, negotiation tracking, and contract acceleration.
- 6#6: QuoteWerks - Desktop quoting software that integrates with CRMs to create, send, and track professional sales quotes efficiently.
- 7#7: ConnectWise Sell - CPQ solution tailored for MSPs to build, price, and track quotes within service management workflows.
- 8#8: PandaDoc - Document automation tool with quote templates, e-signatures, and real-time tracking of sales proposals.
- 9#9: HubSpot Sales Hub - CRM-integrated quoting software for creating customizable quotes and tracking buyer engagement metrics.
- 10#10: Zoho CRM - Affordable CRM with built-in quote management for generating, sending, and monitoring sales quotes.
Tools were selected and ranked based on their ability to deliver robust features, intuitive usability, seamless integration with existing systems, and long-term value, ensuring they meet the diverse demands of dynamic sales environments.
Comparison Table
Quote tracking software enhances sales workflows by simplifying quote generation and management; the tools featured here—such as Salesforce CPQ, Oracle CPQ, Conga CPQ, SAP CPQ, DealHub, and additional solutions—boast varying capabilities, integrations, and user experiences. This comparison table breaks down key functionalities, usability, and pricing to help readers identify the software that best aligns with their business needs and operational goals.
| # | Tool | Category | Overall | Features | Ease of Use | Value |
|---|---|---|---|---|---|---|
| 1 | Salesforce CPQ AI-powered configure, price, quote software that automates accurate quote generation and tracks sales opportunities end-to-end. | enterprise | 9.6/10 | 9.9/10 | 8.1/10 | 9.2/10 |
| 2 | Oracle CPQ Cloud-based CPQ solution for creating, managing, and tracking complex quotes with real-time pricing and configuration. | enterprise | 9.2/10 | 9.6/10 | 7.8/10 | 8.4/10 |
| 3 | Conga CPQ Integrated CPQ platform that streamlines quote creation, approvals, and tracking within revenue lifecycle management. | enterprise | 8.4/10 | 9.1/10 | 7.6/10 | 8.0/10 |
| 4 | SAP CPQ Robust CPQ tool for enterprises to configure products, generate quotes, and monitor deal progression seamlessly. | enterprise | 8.6/10 | 9.1/10 | 7.8/10 | 8.2/10 |
| 5 | DealHub Modern CPQ and sales engagement platform for fast quote generation, negotiation tracking, and contract acceleration. | specialized | 8.4/10 | 9.2/10 | 7.6/10 | 8.0/10 |
| 6 | QuoteWerks Desktop quoting software that integrates with CRMs to create, send, and track professional sales quotes efficiently. | specialized | 8.1/10 | 9.2/10 | 6.8/10 | 7.5/10 |
| 7 | ConnectWise Sell CPQ solution tailored for MSPs to build, price, and track quotes within service management workflows. | specialized | 8.1/10 | 8.7/10 | 7.4/10 | 7.8/10 |
| 8 | PandaDoc Document automation tool with quote templates, e-signatures, and real-time tracking of sales proposals. | specialized | 8.1/10 | 8.5/10 | 8.0/10 | 7.5/10 |
| 9 | HubSpot Sales Hub CRM-integrated quoting software for creating customizable quotes and tracking buyer engagement metrics. | enterprise | 8.1/10 | 8.3/10 | 9.0/10 | 8.0/10 |
| 10 | Zoho CRM Affordable CRM with built-in quote management for generating, sending, and monitoring sales quotes. | enterprise | 8.1/10 | 8.4/10 | 7.9/10 | 9.2/10 |
AI-powered configure, price, quote software that automates accurate quote generation and tracks sales opportunities end-to-end.
Cloud-based CPQ solution for creating, managing, and tracking complex quotes with real-time pricing and configuration.
Integrated CPQ platform that streamlines quote creation, approvals, and tracking within revenue lifecycle management.
Robust CPQ tool for enterprises to configure products, generate quotes, and monitor deal progression seamlessly.
Modern CPQ and sales engagement platform for fast quote generation, negotiation tracking, and contract acceleration.
Desktop quoting software that integrates with CRMs to create, send, and track professional sales quotes efficiently.
CPQ solution tailored for MSPs to build, price, and track quotes within service management workflows.
Document automation tool with quote templates, e-signatures, and real-time tracking of sales proposals.
CRM-integrated quoting software for creating customizable quotes and tracking buyer engagement metrics.
Affordable CRM with built-in quote management for generating, sending, and monitoring sales quotes.
Salesforce CPQ
enterpriseAI-powered configure, price, quote software that automates accurate quote generation and tracks sales opportunities end-to-end.
Dynamic pricing engine with AI-driven recommendations and real-time adjustments for error-free, personalized quotes
Salesforce CPQ (Configure, Price, Quote) is a powerful enterprise-grade solution deeply integrated with Salesforce CRM, designed to streamline the creation, management, and tracking of complex quotes throughout the sales lifecycle. It automates product configuration, dynamic pricing, and quote generation while providing real-time visibility into quote status, approvals, amendments, and conversions to orders. Ideal for organizations with intricate product catalogs, it ensures accuracy, accelerates sales cycles, and minimizes revenue leakage through robust tracking and analytics.
Pros
- Seamless native integration with Salesforce CRM for end-to-end quote visibility and data synchronization
- Advanced configuration engine handles complex bundles, discounts, and pricing rules with precision
- Comprehensive quote tracking with automated workflows, real-time analytics, and multi-channel delivery
Cons
- Steep learning curve and lengthy implementation requiring expert configuration
- High cost, especially for smaller teams without existing Salesforce investment
- Overkill for simple quoting needs due to its enterprise-level complexity
Best For
Large enterprises with complex product catalogs and Salesforce CRM already in use, needing sophisticated quote tracking and automation.
Pricing
Subscription-based add-on to Salesforce Sales Cloud; typically $75-$150 per user/month (billed annually), plus one-time implementation fees starting at $50K+.
Oracle CPQ
enterpriseCloud-based CPQ solution for creating, managing, and tracking complex quotes with real-time pricing and configuration.
Intelligent Deal Advisor with AI-driven recommendations for quote optimization and negotiation guidance
Oracle CPQ (Configure, Price, Quote) is an enterprise-grade platform designed to streamline the sales quoting process for complex products, offering tools for configuration, dynamic pricing, and rapid quote generation. It excels in quote tracking with real-time dashboards, approval workflows, negotiation history, and performance analytics to monitor quote status from creation to close. Integrated deeply with CRM systems like Salesforce and Oracle Sales Cloud, it provides end-to-end visibility and automation for sales teams handling high-volume, customized deals.
Pros
- Powerful configuration engine for complex products
- Comprehensive quote analytics and win/loss insights
- Seamless integrations with major CRMs and ERP systems
Cons
- Steep learning curve and lengthy implementation
- High cost suitable only for enterprises
- Overkill for simple quoting needs
Best For
Large enterprises with intricate product catalogs and high-volume sales teams requiring advanced quote tracking and automation.
Pricing
Custom enterprise pricing, typically subscription-based starting at $100+ per user/month or tens of thousands annually, depending on modules and scale.
Conga CPQ
enterpriseIntegrated CPQ platform that streamlines quote creation, approvals, and tracking within revenue lifecycle management.
Native Salesforce CPQ with guided selling and real-time quote collaboration across sales, finance, and legal teams
Conga CPQ is a powerful configure-price-quote (CPQ) platform designed to automate the creation, management, and tracking of sales quotes within Salesforce ecosystems. It enables sales teams to handle complex product configurations, dynamic pricing rules, and approval workflows while providing real-time visibility into quote status, revisions, and expirations. By integrating quote data with CRM, it streamlines the sales process from configuration to contract signing, reducing errors and accelerating deal closures.
Pros
- Deep Salesforce integration for seamless quote data synchronization and tracking
- Advanced configuration and pricing engines handle complex B2B scenarios effectively
- Robust analytics and reporting for monitoring quote performance and win rates
Cons
- Steep learning curve and lengthy implementation for non-technical users
- Higher cost structure may not suit small businesses or simple quoting needs
- Customization requires specialist expertise, increasing setup time
Best For
Mid-to-large enterprises with complex product catalogs and heavy Salesforce reliance seeking end-to-end quote lifecycle management.
Pricing
Custom enterprise pricing, typically $75-$150 per user/month depending on features and volume, with annual contracts.
SAP CPQ
enterpriseRobust CPQ tool for enterprises to configure products, generate quotes, and monitor deal progression seamlessly.
Real-time collaborative quote editing and approval workflows with automated discount validations
SAP CPQ is a robust cloud-based Configure, Price, Quote solution designed for enterprises to streamline complex product configurations, accurate pricing, and professional quote generation. It excels in quote tracking by providing real-time visibility into quote status, approvals, negotiations, and conversion metrics across the sales cycle. Deep integration with SAP's ERP and CRM systems ensures seamless data synchronization from quote to cash.
Pros
- Advanced configuration rules engine for highly customizable products
- Comprehensive quote tracking with analytics on win rates and margins
- Native SAP ecosystem integration for end-to-end quote-to-cash automation
Cons
- Steep learning curve and lengthy implementation for non-SAP users
- Enterprise-level pricing not ideal for SMBs
- Overly complex interface for simple quoting needs
Best For
Large enterprises with intricate product catalogs and heavy reliance on SAP systems seeking enterprise-grade quote tracking.
Pricing
Custom enterprise pricing upon request; typically starts at $100+/user/month with annual contracts scaling into six figures based on users and modules.
DealHub
specializedModern CPQ and sales engagement platform for fast quote generation, negotiation tracking, and contract acceleration.
Dealroom for secure, interactive quote sharing with real-time buyer engagement analytics
DealHub is a robust CPQ (Configure, Price, Quote) platform designed to streamline quote generation, pricing accuracy, and deal management for sales teams. It excels in quote tracking through its Dealroom feature, which allows secure sharing of quotes with buyers and real-time monitoring of engagement metrics like views, comments, and approvals. Integrated with major CRMs like Salesforce, it provides end-to-end visibility from quote creation to close, making it ideal for complex B2B sales processes.
Pros
- Powerful CPQ engine for accurate and dynamic quote configuration
- Real-time quote engagement tracking via interactive Dealroom
- Comprehensive analytics and CRM integrations for full visibility
Cons
- Steep learning curve for initial setup and customization
- Pricing is enterprise-focused and can be costly for SMBs
- Overkill for simple quote tracking needs without complex sales cycles
Best For
Mid-market to enterprise sales teams handling complex, high-value deals that require precise quote tracking and buyer collaboration.
Pricing
Custom enterprise pricing, typically starting at $75/user/month with annual commitments; contact sales for quotes.
QuoteWerks
specializedDesktop quoting software that integrates with CRMs to create, send, and track professional sales quotes efficiently.
Real-time pricing and availability from thousands of vendor catalogs via the QuoteWerks Intelligence Engine
QuoteWerks is a robust quoting and proposal software tailored for sales teams in industries like IT, AV, electrical, and security, enabling rapid creation of accurate quotes from integrated vendor catalogs. It excels in quote tracking by providing tools for status updates, follow-ups, approvals, and conversion to orders, with seamless CRM and ERP integrations. The platform supports complex configurations, real-time pricing, and customizable templates to streamline the sales pipeline.
Pros
- Extensive integrations with 100+ distributors for real-time pricing and inventory
- Advanced quote customization and configuration tools
- Strong tracking and reporting for sales pipeline management
Cons
- Steep learning curve for new users
- Dated user interface compared to modern SaaS tools
- Higher pricing may not suit small teams
Best For
Mid-to-large B2B sales teams in distribution-intensive industries requiring precise, vendor-sourced quoting and robust tracking.
Pricing
Perpetual license starts at ~$995/user plus annual maintenance (~20%); subscription plans from $50-100/user/month.
ConnectWise Sell
specializedCPQ solution tailored for MSPs to build, price, and track quotes within service management workflows.
Seamless bi-directional sync with ConnectWise Manage, turning accepted quotes into tickets, projects, and invoices automatically
ConnectWise Sell is a comprehensive Configure, Price, Quote (CPQ) platform tailored for managed service providers (MSPs) and IT solution providers. It streamlines the creation of professional quotes and proposals with customizable templates, product catalogs, and automation. Key quote tracking capabilities include status monitoring, expiration reminders, client engagement analytics, and seamless integration with CRM and PSA tools for end-to-end sales visibility.
Pros
- Deep integration with ConnectWise Manage and other PSA tools
- Robust quote customization, automation, and multi-currency support
- Advanced tracking with real-time status updates and reporting
Cons
- Steep learning curve and complex initial setup
- Pricing can be high for small teams or standalone use
- Overkill for basic quote tracking needs outside MSP ecosystems
Best For
MSPs and IT service providers integrated into the ConnectWise ecosystem seeking advanced CPQ and quote lifecycle tracking.
Pricing
Subscription-based starting at ~$29/user/month; scales with users and features—contact sales for custom quotes.
PandaDoc
specializedDocument automation tool with quote templates, e-signatures, and real-time tracking of sales proposals.
Granular document analytics revealing exact time spent on quote sections and interactive hotspots
PandaDoc is a comprehensive document automation platform designed for creating, sending, and managing quotes, proposals, and contracts with built-in e-signature capabilities. It excels in quote tracking by offering real-time analytics on document views, time spent on pages, and recipient interactions, helping sales teams gauge prospect interest. While versatile for sales workflows, it's particularly strong in visual engagement tracking rather than advanced CPQ configurations.
Pros
- Real-time tracking with detailed analytics on views, scrolls, and clicks
- Seamless integration with CRMs like Salesforce and HubSpot for quote pipelines
- Built-in e-signing and templates streamline the quote-to-close process
Cons
- Limited native CPQ functionality compared to dedicated quote tools
- Pricing escalates quickly for advanced tracking and team features
- Steeper learning curve for customizing analytics and workflows
Best For
Mid-sized sales teams needing integrated quote creation, tracking, and e-signing without separate tools.
Pricing
Starts at $19/user/month (Essentials, basic tracking); $49/user/month (Business, advanced analytics); $59/user/month (Enterprise); annual discounts available.
HubSpot Sales Hub
enterpriseCRM-integrated quoting software for creating customizable quotes and tracking buyer engagement metrics.
Real-time quote engagement tracking with automated follow-up workflows tied to CRM deals
HubSpot Sales Hub is a CRM-centric sales platform that offers quote tracking as part of its deal management tools, allowing users to create, send, and monitor quotes directly from sales pipelines. It provides real-time insights into quote views, opens, and interactions, with options for e-signatures and payment links. Ideal for teams needing integrated quoting within a broader CRM ecosystem, it automates follow-ups based on prospect engagement.
Pros
- Seamless integration with CRM for full pipeline visibility
- Real-time notifications on quote views and engagement
- Free tier includes basic quote creation and tracking
Cons
- Advanced quoting (e.g., complex discounts, approvals) requires Professional plan or higher
- Overkill for teams needing only standalone quote tracking
- Customization limited compared to dedicated CPQ tools
Best For
Sales teams using HubSpot CRM who want quote tracking embedded in their sales workflow without switching tools.
Pricing
Free plan for basics; Starter at $20/user/month, Professional at $90/user/month, Enterprise at $150/user/month (annual billing).
Zoho CRM
enterpriseAffordable CRM with built-in quote management for generating, sending, and monitoring sales quotes.
Blueprint for automating and standardizing multi-stage quote approval processes
Zoho CRM is a versatile customer relationship management platform with built-in quote management tools that allow users to create, customize, send, and track quotes through the entire sales lifecycle. It supports features like approval workflows, e-signatures via Zoho Sign, real-time notifications for quote views and acceptance, and seamless conversion to invoices or orders. Analytics and reporting provide insights into quote performance, win rates, and pipeline health, making it suitable for sales teams needing integrated tracking.
Pros
- Highly customizable quote templates and approval workflows
- Seamless integrations with Zoho apps and third-party tools
- Affordable scaling with a free tier for small teams
Cons
- Overly complex for users focused solely on quote tracking
- Steep learning curve due to extensive CRM features
- Advanced quote analytics require higher pricing tiers
Best For
Small to mid-sized businesses wanting quote tracking embedded in a full CRM ecosystem rather than a standalone tool.
Pricing
Free for up to 3 users; paid plans start at $14/user/month (Standard) billed annually, up to $52/user/month (Ultimate).
Conclusion
The review of quote tracking tools underscores a range of powerful solutions, with Salesforce CPQ leading as a top choice due to its end-to-end opportunity tracking and AI-driven accuracy. Close behind, Oracle CPQ and Conga CPQ shine as strong alternatives, each excelling in distinct areas like complex configuration, revenue lifecycle management, and efficient deal progression. Together, these tools empower teams to streamline quote generation and tracking, enhancing sales efficiency and success.
Don’t miss out—try Salesforce CPQ today to experience automated, accurate quote management that transforms how you close deals.
Tools Reviewed
All tools were independently evaluated for this comparison
Referenced in the comparison table and product reviews above.