10 Best Quoting Software Tools for Small Business
The best quote generation software for small businesses in 2026 includes Noca, PandaDoc, HubSpot Quotes, Salesforce CPQ (Revenue Cloud), QuoteWerks, DealHub, Proposify, Zoho CRM quotes, QuickBooks estimates and Better Proposals. Simple teams can use quote features in their CRM or accounting tool. Teams with approvals, complex pricing or ERP order creation benefit from CPQ or a quote automation platform.
Types of quoting software
- Built-in quote features in CRMs and accounting tools, such as HubSpot Quotes or QuickBooks estimates.
- Proposal tools that include quotes, such as PandaDoc and Proposify.
- CPQ (configure, price, quote) systems for complex products and pricing rules.
- Quote automation platforms that generate quotes from CRM data, route approvals, collect signatures and create orders in the ERP.
Quoting software compared
| Tool | Type | Best for | E-signature | CRM/ERP sync |
|---|---|---|---|---|
| Noca | Quote automation platform | Quotes from CRM data with approvals and ERP orders | Yes | Salesforce, HubSpot, NetSuite, SAP, Priority |
| PandaDoc | Proposal tool | Branded quotes and proposals | Yes | CRMs |
| HubSpot Quotes | CRM built-in | HubSpot users | Yes, in eligible tiers | HubSpot |
| Salesforce CPQ / Revenue Cloud | CPQ | Complex pricing in Salesforce | Via partners | Salesforce |
| QuoteWerks | Quoting for IT resellers | Product-heavy quotes | Integrations | CRMs and distributors |
| DealHub | CPQ and deal rooms | Mid-market SaaS | Yes | CRMs |
| Proposify | Proposal tool | Design-led proposals | Yes | CRMs |
| Zoho CRM quotes | CRM built-in | Zoho users | Zoho Sign | Zoho |
| QuickBooks estimates | Accounting built-in | Simple estimates to invoices | Customer acceptance | QuickBooks |
| Better Proposals | Proposal tool | Fast, simple quotes | Yes | CRMs |
1. Noca
Best for: teams that want quotes generated from CRM data, approved, signed and turned into ERP orders automatically.
Noca generates quotes from Salesforce, HubSpot or other CRM opportunities using your Word templates with line-item tables and conditional terms. Discounts route for approval, customers sign electronically and the CRM updates to Closed Won. Noca can then create the sales order in NetSuite, SAP or Priority. Reps can trigger quotes from ChatGPT or Claude via the Noca MCP Server.
2. PandaDoc
Best for: visually polished quotes with pricing tables and analytics.
3. HubSpot Quotes
Best for: HubSpot users who need quotes from deals.
4. Salesforce CPQ / Revenue Cloud
Best for: complex product configuration and pricing rules in Salesforce.
5. QuoteWerks
Best for: IT resellers and businesses quoting many products from distributors.
6. DealHub
Best for: mid-market companies wanting CPQ with digital deal rooms.
7. Proposify
Best for: design-focused proposals that include pricing.
8. Zoho CRM quotes
Best for: Zoho users.
9. QuickBooks estimates
Best for: small businesses that turn estimates into invoices.
10. Better Proposals
Best for: simple, fast quotes and proposals.
How to choose quoting software
- Pricing complexity: simple price lists, or bundles, tiers and configuration rules?
- Approvals: do discounts need manager sign-off?
- Quote format: do you need Word or PDF quotes in your own template?
- Acceptance: e-signature or payment on acceptance?
- Downstream: should accepted quotes create orders or invoices automatically?
How Noca helps
Noca automates quote-to-cash: generate the quote from CRM data, approve, sign and create the order in your ERP. See quote-to-cash with Noca or the Noca sales quote template.
Related guides
Frequently Asked Questions
What is quoting software?
Quoting software helps sales teams create, send and track price quotes. It ranges from simple quote builders in CRMs and accounting tools to CPQ systems that handle complex pricing rules, and automation platforms that connect quotes to approvals, e-signatures and ERP orders.
What is the difference between quoting software and CPQ?
Quoting software creates and sends quotes, often from a price list. CPQ, which stands for configure, price, quote, adds product configuration rules, complex pricing, discounting controls and approvals. CPQ suits businesses with many product options or complex pricing.
What is the best quoting software for small business?
Small businesses often start with quote features in their CRM or accounting software, such as HubSpot Quotes or QuickBooks estimates. Proposal tools like PandaDoc add design and signing. Noca suits small businesses that want quotes connected to approvals, signatures and ERP orders.
Can quotes be signed electronically?
Yes. Many quoting tools let customers accept and sign quotes electronically. In the US, electronic signatures are legally valid under the ESIGN Act and state UETA laws. A signed quote can serve as a binding order when it includes the essential terms.
Can quoting software create orders in my ERP?
Some can. Quote automation platforms with ERP integrations, such as Noca, can create sales orders or invoices in systems like NetSuite, SAP or Priority when a quote is accepted, removing manual data entry between sales and finance.
How do I generate quotes from Salesforce?
You can use Salesforce’s standard quote templates, Salesforce CPQ or Revenue Cloud, or a document generation tool that pulls opportunity and product data into a Word or PDF template. Noca generates branded quotes from Salesforce data and sends them for e-signature automatically.
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