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Business FinanceTop 10 Best Sales Quoting Software of 2026
Top sales quoting software list compares tools for quoting, approvals, and pricing workflows, including Salesforce Revenue Cloud and SAP CPQ.
How we ranked these tools
Vendors set the topic, but our editors set the inclusion criteria and the evaluation framework before research starts.
Agents extract product evidence with provenance, then collect written reviews and transcribe video reviews and podcasts.
Framework: Features 40% · Ease 30% · Value 30%
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Salesforce Revenue Cloud is the best pick for teams that must keep quoting, approvals, and contract changes synchronized with Salesforce, because guided configuration and approval orchestration run from quote build through Salesforce review routing, whereas Configure One fits manufacturers that need constraints enforced during repeatable guided 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 Revenue Cloud
Guided selling and approval orchestration run from quote configuration through Salesforce-based review routing.
Best for: Fits when sales quoting must stay synchronized with Salesforce opportunities, approvals, and contract changes.
Configure One
Editor pickOption dependency rules and constraints are enforced during quote creation, preventing invalid combinations before pricing and output.
Best for: Fits when sales operations needs guided configuration with enforceable constraints inside repeatable quote documents.
SAP CPQ
Editor pickGuided configuration and pricing logic translate option selections into a priced, policy-governed quote structure.
Best for: Fits when enterprises need guided configuration and controlled pricing tied to SAP quote-to-cash processes.
Comparison Table
Salesforce Revenue Cloud
enterpriseRevenue Cloud supports product configuration, pricing, quoting, contracting, and billing in Salesforce.
Guided selling and approval orchestration run from quote configuration through Salesforce-based review routing.
Salesforce Revenue Cloud is built for quote-to-cash workflows tied to the Salesforce ecosystem, with revenue operations controls that extend beyond document generation. Its guided selling capabilities support rules-based quote assembly and line-item configuration that maps to Salesforce data and approval processes. Revenue Cloud also integrates deeply with Salesforce CRM records and adjacent contract management workflows, which helps keep pricing, renewals, and amendments aligned across teams.
- +Guided selling workflows connect quote assembly to Salesforce account and opportunity context
- +Rules-based configuration supports conditional line items and dependency handling during quoting
- +Approval workflows route quote edits through discount and deal review paths tied to CRM
- +API access and extensibility support custom integrations for pricing and catalog data
- –Complex configuration requires disciplined data modeling and sales ops governance
- –Out-of-the-box quote output formats can be limiting without customization
Best for: Fits when sales quoting must stay synchronized with Salesforce opportunities, approvals, and contract changes.
Configure One
vertical specialistConfigure One delivers product configuration, pricing, quoting, and order management for manufacturers.
Option dependency rules and constraints are enforced during quote creation, preventing invalid combinations before pricing and output.
Configure One generates guided sales quotes by combining a rules-based product configuration layer with quote document publishing. Quote building supports reusable templates, configurable line items, and automated pricing calculations tied to selected options and constraints.
The system also supports approval flows for deal desk governance, so discount and configuration outcomes can be reviewed before delivery. Integration options focus on connecting configured results into existing sales operations workflows such as CRM and downstream document or order processes.
- +Rules-based configuration drives option filtering and dependency enforcement in quotes
- +Reusable quote templates keep document layout consistent across product lines
- +Approvals support deal governance on pricing and configuration outcomes
- +Quote generation keeps configured selections attached to final line items
- –Guided selling setup requires disciplined rule modeling for complex catalogs
- –Deep customization of document content may require template engineering effort
- –Highly customized integrations can demand more implementation work than standard CRM links
- –Quote analytics depends on configured fields being modeled for reporting
Best for: Fits when sales operations needs guided configuration with enforceable constraints inside repeatable quote documents.
SAP CPQ
enterpriseSAP CPQ provides product configuration, pricing, quoting, and integration with SAP sales processes.
Guided configuration and pricing logic translate option selections into a priced, policy-governed quote structure.
SAP CPQ is built around a guided selling workflow that translates configuration inputs into line items and priced output for proposals and customer-facing documents. The configuration approach supports dependency logic so option selections can constrain valid configurations and pricing results. The quoting workflow can then route quotes through approvals for discount governance and commercial policy checks. Document output and data binding help keep quote artifacts aligned with the underlying configured SKU structure. A practical tradeoff is that rule design and catalog alignment require disciplined setup across product data, configuration logic, and pricing rules.
SAP CPQ is most effective when sales ops can maintain configuration and pricing changes alongside ERP catalog updates, rather than treating quotes as standalone spreadsheets. A common usage situation is managing complex product variants and option compatibility for recurring revenue deals that still need controlled commercial approvals. Integration depth can also create operational coupling with the broader SAP quote-to-cash workflow. Teams that need fast, lightweight quoting without SAP-centric data synchronization may find the setup effort higher than quote-only tools.
- +Rule-driven configuration converts option dependencies into priced line items
- +Approval workflow supports discount governance before quote submission
- +Quote output stays linked to enterprise product and pricing definitions
- +SAP integration reduces reconciliation gaps between quote and order data
- –Configuration and pricing rule setup takes sustained admin ownership
- –Customization can become harder when catalog and rules diverge
- –Quote-only teams may need extra work to avoid SAP-centric complexity
Sales operations teams
Govern discount policy within approvals
Fewer policy exceptions
CPQ admins
Maintain option dependencies for variants
Lower quote rework
Show 2 more scenarios
Enterprise sales teams
Generate consistent proposals from configured SKUs
Cleaner customer deliverables
Quote documents map to configured line items so sales artifacts match enterprise definitions.
Revenue operations
Align quote data with SAP order planning
Reduced reconciliation workload
Integration helps keep quote and downstream order planning aligned on the same product structure.
Best for: Fits when enterprises need guided configuration and controlled pricing tied to SAP quote-to-cash processes.
Oracle CPQ
enterpriseOracle CPQ supports guided selling, product configuration, pricing, quoting, and order capture.
Oracle CPQ enforces guided configuration choices at quote build time and couples them to approval and proposal generation.
Oracle CPQ is designed for configure-price-quote flows that combine product configuration rules, priced line items, and quote templates into consistent sales documents. The system provides rule-based configuration behavior, including dependency handling for options, quantities, and eligibility constraints. It also supports workflow steps for approvals and document generation so sales reps can submit quotes that meet internal requirements.
- +Guided configuration combines product rules with line-item pricing logic
- +Approval workflows support controlled quoting before proposal issuance
- +Enterprise integration keeps quote terms aligned with order and billing systems
- +Catalog-driven templates standardize quote and proposal document outputs
- –Configuration and catalog rule setup demands significant upfront data governance
- –Some advanced quote customization can require deeper admin support
- –Workflow complexity can slow iterations during initial rollout
- –Complex product models increase maintenance effort after catalog changes
Revenue operations teams
Standardize approvals across deal desk
Fewer noncompliant quotes
Enterprise sales teams
Quote complex product bundles
Faster guided quote creation
Show 2 more scenarios
CPQ administrators
Maintain catalogs and rules safely
Lower rule drift risk
Catalog-driven templates and governed rule updates reduce inconsistent quoting across reps.
Systems integrators
Align quote outputs with fulfillment
Fewer term reconciliation issues
Integrations coordinate quote terms with enterprise back-office systems for downstream continuity.
Best for: Fits when regulated selling needs rules-driven configuration, approval gates, and ERP-aligned quote terms.
DealHub
enterpriseDealHub provides CPQ, guided selling, digital sales rooms, and subscription management.
Workflow-based approvals tied to quote edits, so governance happens before proposal documents are issued.
DealHub supports end-to-end quote creation with configurable templates, guided editing, and review-ready proposals for sales and deal desk use. Quote changes can trigger governance steps like approvals and internal review checkpoints before customer-facing documents are finalized. The CRM integration model is geared toward keeping quote data aligned with the opportunity record and reducing manual copy steps.
- +Approval-driven quote workflow connects edits to governance steps
- +Template-based quote document generation keeps outputs consistent
- +CRM-synchronized quote records reduce rekeying across teams
- +Automation options support repeatable deal operations workflows
- –Catalog rules and pricing logic need careful initial configuration
- –Complex dependency scenarios can add authoring overhead
- –Nonstandard quote formats may require template work
- –Admin-heavy setup can slow first rollout for small teams
sales operations teams
standardize deal desk approvals
fewer late-stage revisions
revenue operations teams
sync quotes to CRM opportunities
reduced manual rekeying
Show 2 more scenarios
deal desk analysts
enforce discount and policy controls
policy compliance at scale
Apply controlled discount behavior and review steps to maintain pricing governance on line items.
sales managers
review proposals before sending
faster approvals
Use template-based previews to approve or request changes on a per-deal basis.
Best for: Fits when sales ops needs governed quote workflows with consistent document output across deal types.
Tacton CPQ
vertical specialistTacton CPQ supports guided selling, product configuration, pricing, and quote generation.
Configuration rules directly drive quote line items and pricing outcomes during guided quote creation.
Tacton CPQ targets product configurator and quote creation workflows where product rules and sales documents must stay in sync across channels. It focuses on rules-based configuration tied to a pricing and quoting engine, so configuration choices drive line items and totals inside each quote.
- +Rules-based configurator logic keeps quote line items consistent with product constraints
- +Guided quote generation reduces manual rework during deal desk review
- +Template-driven quote document output supports repeatable sales proposals
- +Integration options support connecting configuration data to CRM and downstream systems
- –Configuration rules require careful design to avoid combinatorial explosion
- –Advanced setup and ongoing governance take more effort than form-based CPQ tools
- –Customization depth can increase deployment and change-management overhead
- –Complex quote scenarios may require skilled configuration teams to maintain
Best for: Fits when sales teams need rules-governed configuration and consistent quote outputs tied to product constraints.
Epicor CPQ
vertical specialistEpicor CPQ handles visual configuration, pricing, quoting, and order generation.
Catalog-driven rules configuration that enforces option dependencies during quoting, then carries the resulting selections into generated quote line items.
Epicor CPQ focuses on guided configuration tied to enterprise product data, with quote generation designed to support complex commercial rules. The workflow centers on rules-based product configuration, dynamic pricing, and quote document assembly that can follow repeatable templates for sales and deal desk review.
- +Rules-based configuration connects customer selections to catalog constraints and dependencies
- +Quote generation supports line-item pricing logic across configured components
- +ERP and CRM integration helps keep product and order data aligned
- +Template-driven document assembly supports repeatable proposals for sales reviews
- –Complex configuration rule sets increase authoring effort for new products
- –Extensibility requires disciplined configuration governance to avoid drift
- –Guided selling setup can be heavy when option trees change frequently
- –Advanced approval workflows may require more system and integration work
Best for: Fits when sales and deal desk teams need governed product configuration and pricing tied to enterprise catalog data.
HubSpot Quotes
SMBHubSpot Quotes supports quote creation, payment collection, approvals, and CRM-linked sales processes.
Deal-attached quote documents with CRM-linked approval status and e-sign event capture.
HubSpot Quotes is a quote-to-proposal workflow inside the HubSpot CRM, built for deal teams that already run sales motions in HubSpot. It generates quote documents from deal and line-item data, then supports approval steps and e-sign capture workflows that sync back to the record.
- +Quote documents pull line items directly from HubSpot CRM deals
- +Approval and e-sign flows stay tied to the same deal record
- +Quote templates and product catalog records reduce per-quote formatting work
- +RBAC in HubSpot limits who can edit quote content and approvals
- –Rules-based product compatibility and option dependency logic is limited
- –Complex amendment, renewal, and term alignment workflows need extra process design
- –Built for HubSpot-first data, so ERP-native quoting workflows require integration effort
- –High-volume quote variants can become template-heavy to manage
Best for: Fits when sales teams quote from HubSpot deals and want CRM-native approval and document output.
PROS Smart CPQ
enterprisePROS Smart CPQ supports configuration, pricing, quoting, and commerce for complex products.
Guided quote assembly that evaluates configuration rules and pricing at line-item build time, then routes approvals based on the resulting quote.
PROS Smart CPQ generates guided configure-price-quote flows that tie product configuration and line-item pricing to downstream sales documents. It supports rule-driven configuration logic that can account for option dependencies and constraint logic inside quote creation.
- +Rule-driven configuration supports dependencies and constraint logic during quote build
- +Enterprise approval routing can be tied to quote content and user role
- +CPQ quote outputs are designed to feed proposal and contract workflows
- +CRM and order workflow integration supports faster quote-to-order handoff
- –Complex configuration modeling needs specialist setup time
- –Document output customization can require CPQ configuration expertise
Best for: Fits when enterprise sales operations need governed quote automation with complex product rules and strong quote-to-order integration.
Experlogix CPQ
vertical specialistExperlogix CPQ provides guided configuration, pricing, quoting, and integration for business systems.
Configuration rule engine for option dependencies and pricing behavior that stays enforceable during quote creation.
Experlogix CPQ targets configure-price-quote workflows for sales quoting that require controlled product configuration and consistent line-item pricing. It focuses on guided quote generation with rule-driven configuration logic, quote templates, and approval flows tied to deal governance needs.
- +Rule-driven configuration supports complex product option dependencies during quoting
- +Quote templates standardize proposal formatting and repeatable line-item presentation
- +Approval workflow controls reduce uncontrolled discounting across deal desk processes
- +Extensibility helps align catalog and pricing logic with existing business rules
- –Complex configuration logic can require disciplined admin governance to avoid drift
- –Deep setup work is needed to map product structures and option dependency rules cleanly
Best for: Fits when sales teams need controlled configuration and consistent quote output across many product variants.
Conclusion
After evaluating 10 sales quoting software, Salesforce Revenue Cloud 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 Sales Quoting Software
Sales teams and deal desks use Configure One, DealHub, Epicor CPQ, Experlogix CPQ, HubSpot Quotes, Oracle CPQ, PROS Smart CPQ, Salesforce Revenue Cloud, SAP CPQ, and Tacton CPQ to generate sale-ready quote documents from structured product selections. Each tool couples configuration logic to quote line items, or it routes quote edits through approvals before proposals get issued.
This guide focuses on how those workflows connect quote build time decisions to governance, document output, and downstream deal records. The comparison also highlights where quote correctness is enforced during creation versus where teams rely on post-build review.
Sales Quoting Software that builds governed quotes from product configuration and deal workflows
Sales quoting software automates quote generation by turning catalog items and user selections into priced line items with constraints enforced during quote creation. Tools such as Oracle CPQ and SAP CPQ apply guided configuration rules so only valid option combinations move forward into the quote output.
Beyond line-item pricing, these platforms often control when quotes can be edited and submitted through approval workflows attached to the same quote document. DealHub stands out for routing approvals based on quote edits so governance happens before proposal documents are issued.
Teams also evaluate how rule modeling, template-driven document generation, and Salesforce or ERP alignment change the amount of admin work needed to keep quote outputs consistent across product lines and deal types.
Sales Quoting Software features that control quote correctness and governance
Sales quoting software matters most when quote correctness is enforced while users build the quote, not after the document ships to the deal desk. Configure One, Epicor CPQ, and Experlogix CPQ enforce option dependency rules during quote creation so invalid selections do not reach priced line items.
Governance also shapes throughput because approvals must attach to the quote edit path. DealHub routes approvals tied to quote edits so controlled document output happens before proposal issuance, while Oracle CPQ and SAP CPQ combine guided configuration with approval gates for controlled quoting.
Enforceable option dependency rules during quote creation
Configure One enforces option dependency constraints during quote creation so only valid combinations move into the quote output. Epicor CPQ and Tacton CPQ generate quote line items from configured selections while keeping catalog constraints enforceable during guided quote build.
Approval workflow tied to quote edits and submission state
DealHub connects approvals directly to quote edits so governance happens before proposal documents get issued. Oracle CPQ and SAP CPQ support approval workflows that gate quote submission after guided configuration and priced line items are produced.
Template-driven quote document generation that keeps formatting consistent
DealHub uses template-based quote document generation to keep outputs consistent across deal types. Experlogix CPQ and Configure One use reusable quote templates to standardize proposal formatting and repeatable line-item presentation.
Guided selling workflows tied to the user’s deal context
HubSpot Quotes creates deal-attached quote documents that keep approval and e-sign capture tied to the same deal record in HubSpot. Salesforce Revenue Cloud runs guided selling and review routing from quote configuration through Salesforce opportunity context so amendments and approvals stay synchronized.
Catalog and rules integration that maps selections into priced line items
Epicor CPQ keeps catalog-driven rules configuration aligned with generated quote line items so configured component selections carry into pricing output. SAP CPQ translates option dependencies into priced, policy-governed quote structure so rule-based configuration becomes the quoted structure.
Choose Sales Quoting Software by where rule enforcement and governance must happen
The deciding question is where teams want correctness enforced and where governance must attach in the workflow. Some tools validate configuration choices inside the quote build so invalid option combinations never reach priced line items, while others center governance around approval steps tied to edits before proposals are produced.
The second question is the system that owns the deal and the quote record. HubSpot Quotes stays CRM-native to HubSpot deals, Salesforce Revenue Cloud stays synchronized to Salesforce opportunities, and Oracle CPQ and SAP CPQ align quote terms to enterprise quote-to-cash flows.
Map rule enforcement to the moment of quote build
Select Configure One, Epicor CPQ, or Experlogix CPQ when the catalog has option dependencies that must be validated during quote creation. If the quote must prevent invalid selections before output, rule-based configuration that filters option choices during build is the decisive fit.
Decide whether approvals must attach to quote edits
Choose DealHub when approvals must link to the quote edit path so governance happens before proposal documents are issued. Select Oracle CPQ or SAP CPQ when approvals must gate quote submission after guided configuration and priced line items are generated.
Align quote ownership with the CRM or deal record of record
Pick HubSpot Quotes when sales teams generate and review quotes from HubSpot deals and want approval and e-sign events captured on the same deal record. Choose Salesforce Revenue Cloud when the quote workflow must stay synchronized with Salesforce opportunities and contract changes.
Use catalog-driven selection mapping when the enterprise product structure is formal
Select Epicor CPQ or SAP CPQ when rule modeling must convert structured options into a priced, policy-governed quote structure. Configure One can also fit when repeatable quote templates must standardize document layout across product lines.
Test configuration complexity against admin capacity before committing
If product rules are large, choose PROS Smart CPQ or Tacton CPQ only when admin time is available for configuration rule modeling and ongoing governance. If rule modeling work must stay minimal, prioritize tools with constraint enforcement that prevents invalid combinations while keeping templates focused on document consistency.
Who Sales Quoting Software fits best
Sales quoting software fits teams that need priced line items produced from structured product selections under governance rules. The right fit depends on whether the quote build must enforce constraints and whether approvals must trigger from quote edits or submission state.
Deal desks and sales operations also choose based on where quote documents originate and how they connect to the deal record in CRM or the quote-to-cash flow in ERP-aligned systems.
Sales operations and deal desks running high-variation product catalogs
Teams that manage option dependencies benefit from rule enforcement during quote creation in Configure One, Epicor CPQ, or Experlogix CPQ. These tools keep invalid combinations from reaching priced quote output and reduce manual deal desk correction.
Approvals-focused governance teams
DealHub fits teams that require approvals tied to quote edits so the approval record reflects the change history before proposals get issued. Oracle CPQ and SAP CPQ fit teams that require approval gates tied to configuration outcomes before submission.
HubSpot-native sales teams
HubSpot Quotes fits teams that quote directly from HubSpot deals and want quote document generation with approval and e-sign event capture tied to the deal record. This reduces process handoffs between CRM activity and document workflows.
Sales and revenue teams standardizing on Salesforce opportunity context
Salesforce Revenue Cloud fits organizations that need guided selling and review routing that stays synchronized with Salesforce opportunities. This helps keep quote configuration, approval routing, and contract change handling aligned to the same CRM objects.
Enterprise pricing and product governance teams
SAP CPQ and Oracle CPQ fit when governed pricing and configuration must align with enterprise quote-to-cash processes. Their guided configuration plus approval workflow supports controlled quoting when rule setup and governance discipline are already part of operations.
Common Sales Quoting Software pitfalls
Teams often underestimate the rule modeling workload required to make configuration and pricing constraints enforceable inside quote creation. They also misalign the approval workflow trigger to the operational decision point, which can let unreviewed changes reach proposal issuance.
Another failure mode is choosing CRM-native output when governance needs depend on deeper catalog rule enforcement. HubSpot Quotes, for example, has limited rules-based product compatibility and option dependency logic, which can push teams toward extra manual process design.
Treating guided configuration as a one-time setup instead of ongoing rule governance
Experlogix CPQ and Epicor CPQ require disciplined configuration governance to avoid drift as product structures change. Allocate ongoing admin ownership for option dependency rules so new catalog structures do not break quote correctness.
Designing approvals around document submission instead of the quote edit workflow
DealHub is built for approvals tied to quote edits, which prevents proposal issuance before governance steps complete. If approvals trigger only at submission, teams can still ship changes that were not governed from the edit path.
Over-customizing quote document output without budgeting for template engineering effort
Configure One can require template engineering effort when deep customization of document content is needed. PROS Smart CPQ and Experlogix CPQ also depend on configuration and template choices to keep document output consistent across deal types.
Assuming rules-based compatibility will be handled end to end by CRM-native quote tools
HubSpot Quotes has limited rules-based product compatibility and option dependency logic, so complex amendment and term alignment workflows need extra process design. Tools like Oracle CPQ or SAP CPQ handle more policy-governed configuration and approval gating when product rules must stay enforceable.
Choosing a configurator without stress-testing rule complexity
Tacton CPQ and PROS Smart CPQ need careful configuration rule design to avoid combinatorial explosion as catalog variants grow. Run a rule complexity walkthrough with deal desk scenarios so throughput is protected when configuration choices scale.
How analysts checked the Sales Quoting Software list
Analysts opened the original publication pages that list sales quoting software and copied each figure that appears next to the passage describing each tool. Analysts then compared those copied figures with official documentation and the changelog, and they also used an independent review when one was cited in the same source material.
Analysts kept each figure only when it matched the vendor documentation and the cited context. Analysts included a published benchmark only when the benchmark itself was presented as the cited source for the figure.
Frequently Asked Questions About Sales Quoting Software
How do Oracle CPQ and SAP CPQ differ in guided configuration and eligibility enforcement?
Which tools handle quote-to-order alignment with ERP data rather than just generating PDFs?
How do HubSpot Quotes and DealHub keep quote data consistent with the CRM opportunity record?
When does sales quoting software require upfront catalog and rules setup to avoid rework later?
What breaks if option dependency rules are incomplete in Experlogix CPQ or Tacton CPQ?
How do approval workflows differ between PROS Smart CPQ and Configure One?
How should teams plan data migration when moving historical quotes into Salesforce Revenue Cloud or HubSpot Quotes?
What admin controls and audit visibility exist in HubSpot Quotes compared with Salesforce Revenue Cloud?
How do integrations and APIs support automation for CPQ systems like Configure One and DealHub?
How do security and access controls differ when sales roles need RBAC across quote creation and approvals in Oracle CPQ versus Epicor CPQ?
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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