For small SaaS businesses, managing client proposal quotes can be a real challenge—time-consuming, error-prone, and tough to keep organized. The right Small Business Quotation Tools can streamline this process, solve these pain points, and help you create accurate, professional proposals that win more clients. While we always vouch for CONE as the Top Quotation Software 2024, today we are sharing 10 more Quotation Software for Small Business, so that you may compare and see why CONE is among the most sought after!
What is a Quotation Software?
In simple words, if you wish to automate to create, manage, and track professional proposals, then Small Business Quotation Tools or softwares come to your help . For a SaaS company, it’s like using Quotation Management Software like Cone to design custom subscription plans, automate quote generation, and track client responses all in one place. Vis a Vis CONE, if you are looking for efficient workflows, detailed analytics, and a user-friendly interface, then CONE is your go to bet! It smoothens the proposal process, rockets deal closures, and helps manage client discussions effectively, all at one place..in real time.
What Makes A Good Quoting Tool?
For a SaaS company, it means you can quickly create customised subscription plans, manage client interactions, and track proposal progress all in one place. Best Quotation Software for Small Business means you need to have automated quote generation and e-signatures to close the deals faster.
11 Quotation Software For Small Business
1. CONE
Cone is a user-friendly, cloud-based Top Quotation Software 2024 that comes packed with some top 10 Quotation Software Features to claim that CONE is the Best Quotation Software for Small Business:
Top Features
- Use pre-made templates to craft detailed client quotes for different products or services with a simple, intuitive editor.
- Save time and ensure accuracy with automated quoting, avoiding the errors and effort of manual methods.
- Stay on top of deals with automated updates on quote status to close sales faster.
- Personalize quotes with your company’s branding by adding your logo, choosing colors, and creating a professional image.
- Track sent, accepted, and rejected quotes to refine your sales strategy with Cone’s detailed analytics.
- Clients can view, accept, or request changes to quotes, improving communication and speeding up approvals.
- Keep all your documents in one place for easy access and management.
- Manage changes and updates to ensure you always have the most recent information.
- Smoothly connect with Salesforce, HubSpot, and QuickBooks for smooth data transfer and workflow.
- Share drafts, gather feedback, and finalize documents with your team directly on the platform.
Flipside - Missing in some advanced features, and has fewer integrations than some other CPQ tools.
PRICING
Essential Plan: Ideal for small teams and startups: £6 .41/mo per user billed annually.
Growth Plan: Perfect for growing businesses : £8.83 /mo per user billed annually.
2. Pandadoc CPQ
PandaDoc CPQ is a great quotation software for small businesses if you are looking to streamline your sales process and close your cherished deals more efficiently.
Top Features
- With these Small Business Quotation Tools, easily add your brand’s logo, headers, and other custom elements to your quotes.
- PandaDoc CPQ integration with CRMs, ERPs, and payment systems, helping you manage the entire sales process from quote to payment.
- Also offers document management, virtual data rooms for secure collaboration, and eSignature features for finalizing agreements.
- Clients can also track sales performance with document analytics.
Best for startups and independent contractors who need to create correct quotes quickly via customisable templates.
PRICING
Essentials: $29 per user per month
Business: $59 per user per month
Enterprise: $99+ per user per month (Custom Pricing)
3. Salesforce CPQ
Salesforce CPQ is a powerful tool for businesses of all sizes to generate accurate quotes and pricing.
Top Features
- With features like customisable product catalogs, pricing rules, and discount controls, it ensures quotes are precise and includes options for promotional deals.
- Integrated with Sales Cloud, it works directly with your CRM to help you close deals faster.
- Easy to configure product bundles and create proposals.
PRICING
CPQ at $75 per user per month
CPQ Plus at $150 per user per month
4. Qwilr
Among the Top Quotation Software of 2024, this one transforms proposals into interactive, visually engaging web pages.
Top Features
- Consolidates easily with existing CRM tools to sync client data and proposal statuses
- Real-time analytics provide insights for effective follow-ups.
- Supports e-signatures and payments within the proposal.
- This Quotation Software Features modern, user-friendly interface offers extensive customization to reflect your brand’s identity.
Best For - who need interactive proposals, CRM integration, and detailed client analytics like Digital agencies, marketing firms, SaaS companies, design studios, and consultants
The Flipside - The advanced features might worry the beginners.
PRICING
Free: Limited features
Basic: $19/user/month
Business: $49/user/month
Enterprise: Custom pricing
5. Quotient
Good quotation software for small businesses should be simple and easy to use, perfect for beginners in proposal management.
Top Features
- Quotient lets you create professional quotes quickly, amalgamated with accounting and CRM software for a smooth workflow
- Also allows clients to approve quotes directly
Best For - Small businesses, startups, freelancers, service providers, and local trades needing simple, cost-effective proposal management and client approval.
The Flipside - it has fewer customization options compared to more advanced tools like Qwilr, and its feature set is more basic.
PRICING
Basic: $12/user/month
Pro: $30/user/month
Business: $60/user/month
6. Quotationer
- Among the Top Quotation Software 2024 with the following major USPs
Top Features
- Helps you quickly customize quotes and track their status in real-time. Clients can easily approve quotes, speeding up deal closures.
- Automation features like auto-fill templates and scheduled follow-ups save time and boost accuracy.
- Seamless integration with CRM and accounting systems ensures consistent data across platforms.
Best for - SMEs, sales teams, businesses needing real-time proposal tracking, companies aiming to automate tasks, and firms seeking affordable CRM integration.
The Flipside - it lacks some advanced features of higher-end solutions such as in-depth analytics and extensive customization options.
PRICING
- Standard: $29/user/month
- Pro: $49/user/month
7. HubSpot Quote Software
When you need an ALL-in-ONe solution for proposal quote generation, This Quotation Management Software comes to your immediate help..
Top Features
- Opt for this if you want accurate pricing proposals and for streamlining client approval processes, all at the same interface.
- Ace features like e-signatures, quote templates, and automated follow-ups.
- Speeds up the sales process and improves business interactions.
Best for - Sales teams and mid-sized businesses
Flipside - Expensive for smaller businesses, especially when adding extra features beyond the basic plan.
PRICING
- Free: Basic features
- Starter: $50/user/month
- Professional: $500/month (up to 5 users)
- Enterprise: $1,200/month
8. Scoro
Small Business Quotation Tools that quicken proposal management by offering the following ace Quotation Software Features:
Top Features
- Offers interfaces for creating, sending, and tracking professional proposals.
- You can design custom templates, integrate with CRM and accounting systems, and track business interactions in real-time.
- Allows you to manage projects, budgets, and schedules from one platform.
Best for - Agencies, project managers, service-based businesses needing all-in-one project and proposal management.
Flipside - Complex for users who only need basic proposal features, and its pricing starts at $29 per user per month, which may be high for small businesses.
PRICING
- Essential: $29/user/month
- Standard: $49/user/month
- Professional: $79/user/month
- Enterprise: Custom pricing
9. Quoter
This quotation software features helps businesses smoothen the quoting process and manage approvals faster when proposal management is a detailed one.
Top Features
- Focuses on creating detailed, customizable quotes quickly and efficiently, with real time pricing updates.
- Offers features like quote templates, automated calculations, and integration with CRM systems.
- Has a mobile-friendly interface
- You also get a detailed analytics and reporting, with this Quotation Software for Small Business
Best for - Sales teams and small to mid-sized businesses
Flipside - Its advanced features might be excessive for users with very basic needs.
PRICING
- Free: Basic features
- Pro: $12/user/month
- Business: $30/user/month
- Enterprise: Custom pricing
10. Quotewerks
If your small business needs a detailed, customizable quoting and proposal management, this one is your bet.
Top Features
- Easy integration with your existing CRM and ERP systems, for keeping the company data synchronized
- Professional proposal and quotes management via offering extensive customization options
- Additional advantages are detailed quote creation, proposal generation, and sales tracking.
- Above all, it offers detailed reporting and analytics to track performance.
Best for - IT service providers, sales teams, and businesses
Flipside - Quotewerks may be overkill for businesses with simpler quoting needs.
PRICING
- Free: 30-day trial
- Professional: $24/user/month
- Enterprise: $44/user/month
- Ultimate: $69/user/month
10. Quotewerks
ClickUp combines proposal management with project management. How? Check it out here:
Top Features
- Seamlessly helps create proposals, set up tasks, and track project progress. It supports document creation, collaborative editing, and client communication.
- You can have real-time collaboration on tasks and documents, by putting comments etc wherever required.
- Besides integrating with your current CRM, you can also work in while being on Slack, Google Drive, and Zoom, enabling real time discussion
Best for teams that need an all-in-one project management and proposal tool.
Flipside - ClickUp’s wide range of features can be overwhelming for those who only need basic proposal management.
PRICING
- Free: Basic features
- Unlimited: $5/user/month
- Business: $12/user/month
- Enterprise: Custom pricing
How To Implement Quoting Software in Your Business
To get the most out of a quoting software like Cone for managing your proposals, start by figuring out exactly what you need. Consider the size of your team, your budget and above all, the complexity of your process required for implementing a Quotation Management Software. After that pick one with strong features that meets your needs and is also easy to use. Further on, you need to customize the same to match your workflow - which also means that you need to ensure that it works smoothly with your existing CRM and ERP.
When all this is done, then you need to train your team very well, to ensure a smooth run of the Best Quotation Software for Small Business that you select. Teams often resist change, but we are sure that when you communicate the benefits of the Quotation Software Features, when you address their concerns and support them with tender guidance, they will back your efforts!
Once implemented, monitor its performance by gathering user feedback and tracking key metrics like proposal creation speed and win rates. Use this information to make necessary adjustments. Clear communication and support will help your team adapt to the new system.
The Final Word…
For the best quotation software, choose Cone. Why? Becaude you will get a user-friendly interface alongside essential templates to customise your data as per client's needs. It also comes with CRM integration. SaaS businesses can be deftly managed with CONE very easily, by saving time doing things manually, thereby reducing errors and also by tracking the status of quotes and proposals. Cone also has an edge in providing detailed analytics.
Cone automates quote creation, providing accurate quotes quickly and improving client trust with professional, branded proposals. Suitable for all business sizes, Cone is the top choice for 2024. Improve your sales process today with Cone, the best quotation software for small businesses. And above all, it is fairly priced.
Frequently Asked Questions (FAQs):
What is a quoting software?
Quoting software for proposal management is usually employed to create custom quote proposals for clients and also helps them track from time to time, till a final agreement is made. The quoting software has templates to customize the requirements along with CRM integration. It also has e-signatures to finally seal the deal.
What is a quotation in CRM?
In CRM, a quotation is a detailed offer for a SaaS subscription plan, including pricing and terms. For example, it’s the proposal you send to a client for your software services.
Which software is best for quotation?
Cone is Best Quotation Software for Small Business due to its customizable templates, CRM integration, and user-friendly interface. It is ideal for SaaS companies for efficiently creating and managing professional proposals in various subscription tiers.
What Makes A Quoting Software Ideal For Small Businesses?
Quoting software makes life easier for small businesses by simplifying how you create and manage quotes. It saves time, keeps your quotes accurate, and helps you build trust with clients. You can track quote statuses in real time, so you can follow up and close deals faster. Plus, it quickly generates detailed proposals and has customizable templates that make your quotes look professional and impressive.
How Can Quoting Software Improve Sales Efficiency?
Quoting software boosts sales efficiency by automating quote creation, tracking business interactions, and streamlining approvals. For a SaaS company, this means faster subscription proposals and quicker deal closures.
Are There Free Quoting Software Options Available?
Small Business Quotation Tools have free versions. But these come with limitations like fewer advanced features, limited integrations, and less customer support.