Sometimes, small businesses can get bogged down in the quoting process. Maybe you’re quoting everything manually, which costs too much time.

Quoting software for your small business can be a godsend.

A solution that lets you embed a quoting tool on your website is especially helpful.

Potential customers can visit your site and get a quote…without going back and forth via phone or email.

Everyone saves time in the quoting process.

Here are our 9 best quoting software for small businesses.

Best Quoting Software for Small Business - Our 9 Top Picks

1. Convert_

Pros:

  • Most powerful calculations for quoting

  • Complex decision branching

  • Embed into any website

  • No coding skills needed

  • Seamless integration

  • High customization

  • Multi-functional tool

  • Unlimited users

  • Free plan

Check out an example built with Convert_:

nR8TyzZFYHGjxGrdt

Cons:

Higher learning curve for design customization

Convert is a powerful software that helps you create quotes quickly and easily. It has many features to impress your potential customers.

With Convert, you can build quoting tools for free. Customers can use these tools to get instant estimates, even for complicated pricing.

This quoting software has an easy-to-use interface. You can customize your quote forms to match your brand by choosing from pre-made templates or making your own.

Add your logo, select your brand colors, and include images to make your quotes look great. Although the customization takes time to learn, the results are impressive.

Convert can be embedded into any website for a smooth user experience. Customers can input their details and get instant quotes with the price quote calculator.

A product configurator can be added for custom products. Turn any quote into a professional PDF.

You can also track how customers interact with your quote tool. Connect it to Google Analytics to gather data and improve your quoting process. This information helps you make better decisions and optimize your pricing.

Convert works with popular CRM and marketing tools. You can sync quote data with your customer database and automate follow-ups, making Convert more than a quoting tool.

Convert offers unlimited users at every price level, including a free plan. Your team can use all the features for free until your quote form reaches 100 visits per month.

Save time and make quoting easy for your customers with Convert’s CPQ software.

2. PandaDoc

Pros:

  • Quoting software is easy to use

  • Smart analytics and alerts

  • Document management

  • Excellent functionality

  • Multiple use cases

Cons:

  • No access to core features with the free plan

  • Additional fees for some integrations

PandaDoc is more than a basic quote maker. It is a complete tool for automating documents. You can use it to manage contracts, quotes, proposals, and forms in one place.

This software is simple to use. You can create custom quote templates easily, helping your sales team send more quotes faster.

PandaDoc provides smart analytics and alerts. You can see when a client opens your quote, making it easier to follow up and close the deal. You also get notifications when a customer accepts a quote.

PandaDoc integrates with popular CRM systems like Salesforce and HubSpot. This means you can sync your quotes and customer data easily.

But PandaDoc's free plan has limits. It doesn't include features like document analytics, custom branding, bulk send, and integrations.

Even on the most expensive plan, you may need to pay extra to integrate with Salesforce or create custom workflows through API.

3. Qwilir

Pros:

  • Good integrations with Salesforce and HubSpot

  • Web page quotes are clear and beautiful

  • Simple interface is easy to use

  • Solid template library

Cons:

  • Paid versions are quite expensive

  • PDF print could look better

  • Limited customization

Qwilr lets you create beautiful, interactive quotes to showcase your branding. Access a template library for sales, business, and product proposals. You can add surveys, spreadsheets, and videos to your proposals.

When you send a quote with Qwilr, customers get an interactive web page that looks great on mobile devices. Some customers prefer this to a PDF or Word document. They can download a PDF version if they want, but these don’t look as good when printed.

On the web page quote, you can include content like Google Maps, images, videos, and calendars. This makes your quotes more attractive to customers. They can choose options, accept quotes, and e-sign them directly on the page.

Qwilr is easy to use and integrates well with software like Salesforce and HubSpot. However, the paid plans are expensive, and customization options are limited.

4. Fergus

Pros:

  • Streamlines the quoting process

  • Easy to upload price books

  • Build quote templates

  • Free training

Cons:

  • Essential plan lacks features like reporting

  • Lacks built-in marketing integrations

  • Free trial only 14 days

Fergus helps your sales team create and track quotes, invoices, proposals, and estimates. This cloud-based tool is designed for trade businesses to simplify the quoting process.

The company offers a 14-day free trial of the Essentials Plan. But this plan lacks common features like reporting, so you won't see the full capabilities of the software during the trial.

Fergus saves time on repetitive tasks. You can create templates for recurring jobs and generate quotes quickly. Uploading your price books is simple, and you can adjust pricing on the spot if needed.

This software integrates with popular accounting platforms like Xero and MYOB, making it easy to quote jobs and reconcile invoices. But it doesn't have marketing integrations.

5. Refrens

Pros:

  • Pleasing and user-friendly interface

  • Easy to quote and invoice

  • Decent reporting feature

  • Supportive helpdesk

Cons:

  • Can struggle with complex calculations

  • Limited templates to choose from

Refrens is a tool for creating quotes quickly and easily. You can produce professional quotes in minutes and share them with your clients. The platform lets you track your quotes' status, making it easier to follow up and close deals.

You can turn quotes into invoices with a single click. Refrens supports both simple and proforma invoices. The interface is user-friendly, allowing you to start creating quotes right away.

Refrens offers templates for your quotes, which you can customize by adding your logo and modifying fields as needed. However, having more template options would be an improvement.

With Refrens, you can also upload client information in bulk. This feature helps you store and manage all your client details in one place.

6. QuoteCloud

Pros:

  • Easy to create and send quotes

  • Alert when quotes get opened

  • Wide range of templates

  • Accept payments

Cons:

  • Lacks integrations on Free and Essentials Plans

With QuoteCloud, you can create professional quotes that feature your company’s logo and colors. The platform offers good customization options, letting you adjust your quotes to fit your client’s needs.

There are many templates to choose from, tailored for specific industries like real estate or trade services. This makes it easy to find a suitable template quickly.

QuoteCloud includes an e-signature feature, making it simple for customers to approve quotes. They can also make down payments or pay in full using this software.

You can build a library of text, videos, spreadsheets, images, and PDF files with QuoteCloud. This makes it easy to drag and drop content into your quotes.

However, the free plan does not support integrations. For integration capabilities, you need to get the Essential Plan for Zapier and API integration or the Business Plan for CRM and accounting software integration.

7. Quotient

Pros:

  • Convenient for small businesses

  • Send quotes in a few clicks

  • Very easy to use

Cons:

  • Can’t create other documents - only quotes

  • Lacks detailed proposal templates or content libraries

Quotient makes creating and sending quotes quick and easy. You can have a professional quote ready to send with just a few clicks.

Using Quotient is straightforward. Select your items, add relevant images, files, and links, and you’re all set. The process is simple and user-friendly.

Your client can chat with you within the software to discuss terms once you send a quote. They can accept the quote with a single click, making it legally binding.

Quotient lacks detailed proposal templates or content libraries, though. Also, it doesn't support creating other types of documents. This might be a drawback for companies that need more than just a simple quoting tool.

8. Quotewerks

Pros:

  • Windows-style interface good for some

  • Straightforward quoting software

  • Generous intergrations

Cons:

  • Complex pricing structure

  • Paid add-ons needed for most advanced features

QuoteWerks offers a straightforward way to create professional quotes. The app runs locally on your PC, using the familiar Windows interface.

The software allows integration with your CRM to gather user details. You can create proposals using the builder, customize templates to match your brand, and send interactive quotes to clients.

QuoteWerks has an easy-to-navigate interface. Those who use Windows will notice the similarities, with tabs on the left side and dropdown menus. This interface will be comforting for some, likely frustrating for others.

QuoteWerks is great for centralizing workflows into one platform. Most of its value comes from generous third-party integrations. These include external CRM, accounting,  vendor management, shipping, payment processing, and more.

Teams can manage quotes and proposals within a synchronized database across the entire business. But the pricing is pretty complex, with paid add-ons needed for most of the advanced features.

9. Nusii

Pros:

  • Variable and reusable section features

  • Strong selection of integrations

  • Good formatting options

  • Platform is easy to use

Cons:

  • Customization could be better

Nusii helps you create professional-looking quotes. This is easier with the available templates, although these are limited to less than 20.

You get notifications whenever a prospect opens your quote email and then the quote itself. Nusii wants users to be kept in the loop for every step.

The reusable content is a handy feature. Save content and pricing easily, so you don’t have to go looking for it. And the variables feature lets you quickly edit contact details, helping you send quotes to different clients quickly.

This software integrates with Zapier, HubSpot, and other popular software. And you can have more control with API connection.

Nusii lacks the customization capabilities of other software, especially Convert. Editing your quotes is pretty limited.

What to Look for in the Best Quoting Software for Small Business

  • Ease of use

  • Customization

  • Automation features

  • Reporting and analytics

  • Collaboration options

  • Easy integration

  • Scalability

Ease of use

Choosing software that's easy to use makes your quoting process easier. We like quoting software with an intuitive and user-friendly interface. This helps you get the best from the software.

Customization

Creating professional and tailored quotes with your branding is a big deal. You stand out more and stay top-of-mind for your clients. Choose small business quoting software that lets you customize quotes to match your brand and specific customer needs.

Automation features

Automation streamlines the quoting process, reduces errors, and improves efficiency. Features like automatic calculations, template creation, and workflow automation can save you hours and hours each week. The best quote software for small businesses should have automation capabilities.

Reporting and analytics

Strong reporting and analytics features allow you to track key metrics, analyze sales performance, and gain insights into your quoting process. This information is valuable for honing your quotes and closing more deals.

Collaboration options

Your quoting process might involve collaboration between team members or departments. In that case, you want software that simplifies communication and collaboration. Features like comments, notifications, and real-time editing will help with collaboration.

Easy integration

Your quoting software should integrate seamlessly with other tech your small business uses - such as CRM, ERP, or accounting software. Integration enhances data consistency and workflow efficiency across your business.

Scalability

Some quoting software might suit your needs now. But what if your business starts to grow, and you need to scale? Selecting quoting software you can scale with is a good idea. The software can adapt to the changing needs of your business.

Conclusion

Convert offers the most powerful calculations of all the small business quoting software on this list. We’re confident it can handle any pricing structure, no matter how complex.

Read how JSJ used Convert’s powerful conditional logic within their automated quote to sales system to cut their quoting costs by 97% and save their director 30 hrs per week on manual quoting. 

Whether you want to give complex quotes with product configuration or simple estimates, our software is a smart option.

The tool can handle complex decision branching and helps you create highly customized quotes. You can embed this into any website and let potential customers get instant quotes.

No need to create separate quotes each time and send them to customers. And the best part? You need zero coding skills to use Convert.

Sometimes, small businesses can get bogged down in the quoting process. Maybe you’re quoting everything manually, which costs too much time.

Quoting software for your small business can be a godsend.

A solution that lets you embed a quoting tool on your website is especially helpful.

Potential customers can visit your site and get a quote…without going back and forth via phone or email.

Everyone saves time in the quoting process.

Here are our 9 best quoting software for small businesses.

Best Quoting Software for Small Business - Our 9 Top Picks

1. Convert_

Pros:

  • Most powerful calculations for quoting

  • Complex decision branching

  • Embed into any website

  • No coding skills needed

  • Seamless integration

  • High customization

  • Multi-functional tool

  • Unlimited users

  • Free plan

Check out an example built with Convert_:

nR8TyzZFYHGjxGrdt

Cons:

Higher learning curve for design customization

Convert is a powerful software that helps you create quotes quickly and easily. It has many features to impress your potential customers.

With Convert, you can build quoting tools for free. Customers can use these tools to get instant estimates, even for complicated pricing.

This quoting software has an easy-to-use interface. You can customize your quote forms to match your brand by choosing from pre-made templates or making your own.

Add your logo, select your brand colors, and include images to make your quotes look great. Although the customization takes time to learn, the results are impressive.

Convert can be embedded into any website for a smooth user experience. Customers can input their details and get instant quotes with the price quote calculator.

A product configurator can be added for custom products. Turn any quote into a professional PDF.

You can also track how customers interact with your quote tool. Connect it to Google Analytics to gather data and improve your quoting process. This information helps you make better decisions and optimize your pricing.

Convert works with popular CRM and marketing tools. You can sync quote data with your customer database and automate follow-ups, making Convert more than a quoting tool.

Convert offers unlimited users at every price level, including a free plan. Your team can use all the features for free until your quote form reaches 100 visits per month.

Save time and make quoting easy for your customers with Convert’s CPQ software.

2. PandaDoc

Pros:

  • Quoting software is easy to use

  • Smart analytics and alerts

  • Document management

  • Excellent functionality

  • Multiple use cases

Cons:

  • No access to core features with the free plan

  • Additional fees for some integrations

PandaDoc is more than a basic quote maker. It is a complete tool for automating documents. You can use it to manage contracts, quotes, proposals, and forms in one place.

This software is simple to use. You can create custom quote templates easily, helping your sales team send more quotes faster.

PandaDoc provides smart analytics and alerts. You can see when a client opens your quote, making it easier to follow up and close the deal. You also get notifications when a customer accepts a quote.

PandaDoc integrates with popular CRM systems like Salesforce and HubSpot. This means you can sync your quotes and customer data easily.

But PandaDoc's free plan has limits. It doesn't include features like document analytics, custom branding, bulk send, and integrations.

Even on the most expensive plan, you may need to pay extra to integrate with Salesforce or create custom workflows through API.

3. Qwilir

Pros:

  • Good integrations with Salesforce and HubSpot

  • Web page quotes are clear and beautiful

  • Simple interface is easy to use

  • Solid template library

Cons:

  • Paid versions are quite expensive

  • PDF print could look better

  • Limited customization

Qwilr lets you create beautiful, interactive quotes to showcase your branding. Access a template library for sales, business, and product proposals. You can add surveys, spreadsheets, and videos to your proposals.

When you send a quote with Qwilr, customers get an interactive web page that looks great on mobile devices. Some customers prefer this to a PDF or Word document. They can download a PDF version if they want, but these don’t look as good when printed.

On the web page quote, you can include content like Google Maps, images, videos, and calendars. This makes your quotes more attractive to customers. They can choose options, accept quotes, and e-sign them directly on the page.

Qwilr is easy to use and integrates well with software like Salesforce and HubSpot. However, the paid plans are expensive, and customization options are limited.

4. Fergus

Pros:

  • Streamlines the quoting process

  • Easy to upload price books

  • Build quote templates

  • Free training

Cons:

  • Essential plan lacks features like reporting

  • Lacks built-in marketing integrations

  • Free trial only 14 days

Fergus helps your sales team create and track quotes, invoices, proposals, and estimates. This cloud-based tool is designed for trade businesses to simplify the quoting process.

The company offers a 14-day free trial of the Essentials Plan. But this plan lacks common features like reporting, so you won't see the full capabilities of the software during the trial.

Fergus saves time on repetitive tasks. You can create templates for recurring jobs and generate quotes quickly. Uploading your price books is simple, and you can adjust pricing on the spot if needed.

This software integrates with popular accounting platforms like Xero and MYOB, making it easy to quote jobs and reconcile invoices. But it doesn't have marketing integrations.

5. Refrens

Pros:

  • Pleasing and user-friendly interface

  • Easy to quote and invoice

  • Decent reporting feature

  • Supportive helpdesk

Cons:

  • Can struggle with complex calculations

  • Limited templates to choose from

Refrens is a tool for creating quotes quickly and easily. You can produce professional quotes in minutes and share them with your clients. The platform lets you track your quotes' status, making it easier to follow up and close deals.

You can turn quotes into invoices with a single click. Refrens supports both simple and proforma invoices. The interface is user-friendly, allowing you to start creating quotes right away.

Refrens offers templates for your quotes, which you can customize by adding your logo and modifying fields as needed. However, having more template options would be an improvement.

With Refrens, you can also upload client information in bulk. This feature helps you store and manage all your client details in one place.

6. QuoteCloud

Pros:

  • Easy to create and send quotes

  • Alert when quotes get opened

  • Wide range of templates

  • Accept payments

Cons:

  • Lacks integrations on Free and Essentials Plans

With QuoteCloud, you can create professional quotes that feature your company’s logo and colors. The platform offers good customization options, letting you adjust your quotes to fit your client’s needs.

There are many templates to choose from, tailored for specific industries like real estate or trade services. This makes it easy to find a suitable template quickly.

QuoteCloud includes an e-signature feature, making it simple for customers to approve quotes. They can also make down payments or pay in full using this software.

You can build a library of text, videos, spreadsheets, images, and PDF files with QuoteCloud. This makes it easy to drag and drop content into your quotes.

However, the free plan does not support integrations. For integration capabilities, you need to get the Essential Plan for Zapier and API integration or the Business Plan for CRM and accounting software integration.

7. Quotient

Pros:

  • Convenient for small businesses

  • Send quotes in a few clicks

  • Very easy to use

Cons:

  • Can’t create other documents - only quotes

  • Lacks detailed proposal templates or content libraries

Quotient makes creating and sending quotes quick and easy. You can have a professional quote ready to send with just a few clicks.

Using Quotient is straightforward. Select your items, add relevant images, files, and links, and you’re all set. The process is simple and user-friendly.

Your client can chat with you within the software to discuss terms once you send a quote. They can accept the quote with a single click, making it legally binding.

Quotient lacks detailed proposal templates or content libraries, though. Also, it doesn't support creating other types of documents. This might be a drawback for companies that need more than just a simple quoting tool.

8. Quotewerks

Pros:

  • Windows-style interface good for some

  • Straightforward quoting software

  • Generous intergrations

Cons:

  • Complex pricing structure

  • Paid add-ons needed for most advanced features

QuoteWerks offers a straightforward way to create professional quotes. The app runs locally on your PC, using the familiar Windows interface.

The software allows integration with your CRM to gather user details. You can create proposals using the builder, customize templates to match your brand, and send interactive quotes to clients.

QuoteWerks has an easy-to-navigate interface. Those who use Windows will notice the similarities, with tabs on the left side and dropdown menus. This interface will be comforting for some, likely frustrating for others.

QuoteWerks is great for centralizing workflows into one platform. Most of its value comes from generous third-party integrations. These include external CRM, accounting,  vendor management, shipping, payment processing, and more.

Teams can manage quotes and proposals within a synchronized database across the entire business. But the pricing is pretty complex, with paid add-ons needed for most of the advanced features.

9. Nusii

Pros:

  • Variable and reusable section features

  • Strong selection of integrations

  • Good formatting options

  • Platform is easy to use

Cons:

  • Customization could be better

Nusii helps you create professional-looking quotes. This is easier with the available templates, although these are limited to less than 20.

You get notifications whenever a prospect opens your quote email and then the quote itself. Nusii wants users to be kept in the loop for every step.

The reusable content is a handy feature. Save content and pricing easily, so you don’t have to go looking for it. And the variables feature lets you quickly edit contact details, helping you send quotes to different clients quickly.

This software integrates with Zapier, HubSpot, and other popular software. And you can have more control with API connection.

Nusii lacks the customization capabilities of other software, especially Convert. Editing your quotes is pretty limited.

What to Look for in the Best Quoting Software for Small Business

  • Ease of use

  • Customization

  • Automation features

  • Reporting and analytics

  • Collaboration options

  • Easy integration

  • Scalability

Ease of use

Choosing software that's easy to use makes your quoting process easier. We like quoting software with an intuitive and user-friendly interface. This helps you get the best from the software.

Customization

Creating professional and tailored quotes with your branding is a big deal. You stand out more and stay top-of-mind for your clients. Choose small business quoting software that lets you customize quotes to match your brand and specific customer needs.

Automation features

Automation streamlines the quoting process, reduces errors, and improves efficiency. Features like automatic calculations, template creation, and workflow automation can save you hours and hours each week. The best quote software for small businesses should have automation capabilities.

Reporting and analytics

Strong reporting and analytics features allow you to track key metrics, analyze sales performance, and gain insights into your quoting process. This information is valuable for honing your quotes and closing more deals.

Collaboration options

Your quoting process might involve collaboration between team members or departments. In that case, you want software that simplifies communication and collaboration. Features like comments, notifications, and real-time editing will help with collaboration.

Easy integration

Your quoting software should integrate seamlessly with other tech your small business uses - such as CRM, ERP, or accounting software. Integration enhances data consistency and workflow efficiency across your business.

Scalability

Some quoting software might suit your needs now. But what if your business starts to grow, and you need to scale? Selecting quoting software you can scale with is a good idea. The software can adapt to the changing needs of your business.

Conclusion

Convert offers the most powerful calculations of all the small business quoting software on this list. We’re confident it can handle any pricing structure, no matter how complex.

Read how JSJ used Convert’s powerful conditional logic within their automated quote to sales system to cut their quoting costs by 97% and save their director 30 hrs per week on manual quoting. 

Whether you want to give complex quotes with product configuration or simple estimates, our software is a smart option.

The tool can handle complex decision branching and helps you create highly customized quotes. You can embed this into any website and let potential customers get instant quotes.

No need to create separate quotes each time and send them to customers. And the best part? You need zero coding skills to use Convert.

Sometimes, small businesses can get bogged down in the quoting process. Maybe you’re quoting everything manually, which costs too much time.

Quoting software for your small business can be a godsend.

A solution that lets you embed a quoting tool on your website is especially helpful.

Potential customers can visit your site and get a quote…without going back and forth via phone or email.

Everyone saves time in the quoting process.

Here are our 9 best quoting software for small businesses.

Best Quoting Software for Small Business - Our 9 Top Picks

1. Convert_

Pros:

  • Most powerful calculations for quoting

  • Complex decision branching

  • Embed into any website

  • No coding skills needed

  • Seamless integration

  • High customization

  • Multi-functional tool

  • Unlimited users

  • Free plan

Check out an example built with Convert_:

nR8TyzZFYHGjxGrdt

Cons:

Higher learning curve for design customization

Convert is a powerful software that helps you create quotes quickly and easily. It has many features to impress your potential customers.

With Convert, you can build quoting tools for free. Customers can use these tools to get instant estimates, even for complicated pricing.

This quoting software has an easy-to-use interface. You can customize your quote forms to match your brand by choosing from pre-made templates or making your own.

Add your logo, select your brand colors, and include images to make your quotes look great. Although the customization takes time to learn, the results are impressive.

Convert can be embedded into any website for a smooth user experience. Customers can input their details and get instant quotes with the price quote calculator.

A product configurator can be added for custom products. Turn any quote into a professional PDF.

You can also track how customers interact with your quote tool. Connect it to Google Analytics to gather data and improve your quoting process. This information helps you make better decisions and optimize your pricing.

Convert works with popular CRM and marketing tools. You can sync quote data with your customer database and automate follow-ups, making Convert more than a quoting tool.

Convert offers unlimited users at every price level, including a free plan. Your team can use all the features for free until your quote form reaches 100 visits per month.

Save time and make quoting easy for your customers with Convert’s CPQ software.

2. PandaDoc

Pros:

  • Quoting software is easy to use

  • Smart analytics and alerts

  • Document management

  • Excellent functionality

  • Multiple use cases

Cons:

  • No access to core features with the free plan

  • Additional fees for some integrations

PandaDoc is more than a basic quote maker. It is a complete tool for automating documents. You can use it to manage contracts, quotes, proposals, and forms in one place.

This software is simple to use. You can create custom quote templates easily, helping your sales team send more quotes faster.

PandaDoc provides smart analytics and alerts. You can see when a client opens your quote, making it easier to follow up and close the deal. You also get notifications when a customer accepts a quote.

PandaDoc integrates with popular CRM systems like Salesforce and HubSpot. This means you can sync your quotes and customer data easily.

But PandaDoc's free plan has limits. It doesn't include features like document analytics, custom branding, bulk send, and integrations.

Even on the most expensive plan, you may need to pay extra to integrate with Salesforce or create custom workflows through API.

3. Qwilir

Pros:

  • Good integrations with Salesforce and HubSpot

  • Web page quotes are clear and beautiful

  • Simple interface is easy to use

  • Solid template library

Cons:

  • Paid versions are quite expensive

  • PDF print could look better

  • Limited customization

Qwilr lets you create beautiful, interactive quotes to showcase your branding. Access a template library for sales, business, and product proposals. You can add surveys, spreadsheets, and videos to your proposals.

When you send a quote with Qwilr, customers get an interactive web page that looks great on mobile devices. Some customers prefer this to a PDF or Word document. They can download a PDF version if they want, but these don’t look as good when printed.

On the web page quote, you can include content like Google Maps, images, videos, and calendars. This makes your quotes more attractive to customers. They can choose options, accept quotes, and e-sign them directly on the page.

Qwilr is easy to use and integrates well with software like Salesforce and HubSpot. However, the paid plans are expensive, and customization options are limited.

4. Fergus

Pros:

  • Streamlines the quoting process

  • Easy to upload price books

  • Build quote templates

  • Free training

Cons:

  • Essential plan lacks features like reporting

  • Lacks built-in marketing integrations

  • Free trial only 14 days

Fergus helps your sales team create and track quotes, invoices, proposals, and estimates. This cloud-based tool is designed for trade businesses to simplify the quoting process.

The company offers a 14-day free trial of the Essentials Plan. But this plan lacks common features like reporting, so you won't see the full capabilities of the software during the trial.

Fergus saves time on repetitive tasks. You can create templates for recurring jobs and generate quotes quickly. Uploading your price books is simple, and you can adjust pricing on the spot if needed.

This software integrates with popular accounting platforms like Xero and MYOB, making it easy to quote jobs and reconcile invoices. But it doesn't have marketing integrations.

5. Refrens

Pros:

  • Pleasing and user-friendly interface

  • Easy to quote and invoice

  • Decent reporting feature

  • Supportive helpdesk

Cons:

  • Can struggle with complex calculations

  • Limited templates to choose from

Refrens is a tool for creating quotes quickly and easily. You can produce professional quotes in minutes and share them with your clients. The platform lets you track your quotes' status, making it easier to follow up and close deals.

You can turn quotes into invoices with a single click. Refrens supports both simple and proforma invoices. The interface is user-friendly, allowing you to start creating quotes right away.

Refrens offers templates for your quotes, which you can customize by adding your logo and modifying fields as needed. However, having more template options would be an improvement.

With Refrens, you can also upload client information in bulk. This feature helps you store and manage all your client details in one place.

6. QuoteCloud

Pros:

  • Easy to create and send quotes

  • Alert when quotes get opened

  • Wide range of templates

  • Accept payments

Cons:

  • Lacks integrations on Free and Essentials Plans

With QuoteCloud, you can create professional quotes that feature your company’s logo and colors. The platform offers good customization options, letting you adjust your quotes to fit your client’s needs.

There are many templates to choose from, tailored for specific industries like real estate or trade services. This makes it easy to find a suitable template quickly.

QuoteCloud includes an e-signature feature, making it simple for customers to approve quotes. They can also make down payments or pay in full using this software.

You can build a library of text, videos, spreadsheets, images, and PDF files with QuoteCloud. This makes it easy to drag and drop content into your quotes.

However, the free plan does not support integrations. For integration capabilities, you need to get the Essential Plan for Zapier and API integration or the Business Plan for CRM and accounting software integration.

7. Quotient

Pros:

  • Convenient for small businesses

  • Send quotes in a few clicks

  • Very easy to use

Cons:

  • Can’t create other documents - only quotes

  • Lacks detailed proposal templates or content libraries

Quotient makes creating and sending quotes quick and easy. You can have a professional quote ready to send with just a few clicks.

Using Quotient is straightforward. Select your items, add relevant images, files, and links, and you’re all set. The process is simple and user-friendly.

Your client can chat with you within the software to discuss terms once you send a quote. They can accept the quote with a single click, making it legally binding.

Quotient lacks detailed proposal templates or content libraries, though. Also, it doesn't support creating other types of documents. This might be a drawback for companies that need more than just a simple quoting tool.

8. Quotewerks

Pros:

  • Windows-style interface good for some

  • Straightforward quoting software

  • Generous intergrations

Cons:

  • Complex pricing structure

  • Paid add-ons needed for most advanced features

QuoteWerks offers a straightforward way to create professional quotes. The app runs locally on your PC, using the familiar Windows interface.

The software allows integration with your CRM to gather user details. You can create proposals using the builder, customize templates to match your brand, and send interactive quotes to clients.

QuoteWerks has an easy-to-navigate interface. Those who use Windows will notice the similarities, with tabs on the left side and dropdown menus. This interface will be comforting for some, likely frustrating for others.

QuoteWerks is great for centralizing workflows into one platform. Most of its value comes from generous third-party integrations. These include external CRM, accounting,  vendor management, shipping, payment processing, and more.

Teams can manage quotes and proposals within a synchronized database across the entire business. But the pricing is pretty complex, with paid add-ons needed for most of the advanced features.

9. Nusii

Pros:

  • Variable and reusable section features

  • Strong selection of integrations

  • Good formatting options

  • Platform is easy to use

Cons:

  • Customization could be better

Nusii helps you create professional-looking quotes. This is easier with the available templates, although these are limited to less than 20.

You get notifications whenever a prospect opens your quote email and then the quote itself. Nusii wants users to be kept in the loop for every step.

The reusable content is a handy feature. Save content and pricing easily, so you don’t have to go looking for it. And the variables feature lets you quickly edit contact details, helping you send quotes to different clients quickly.

This software integrates with Zapier, HubSpot, and other popular software. And you can have more control with API connection.

Nusii lacks the customization capabilities of other software, especially Convert. Editing your quotes is pretty limited.

What to Look for in the Best Quoting Software for Small Business

  • Ease of use

  • Customization

  • Automation features

  • Reporting and analytics

  • Collaboration options

  • Easy integration

  • Scalability

Ease of use

Choosing software that's easy to use makes your quoting process easier. We like quoting software with an intuitive and user-friendly interface. This helps you get the best from the software.

Customization

Creating professional and tailored quotes with your branding is a big deal. You stand out more and stay top-of-mind for your clients. Choose small business quoting software that lets you customize quotes to match your brand and specific customer needs.

Automation features

Automation streamlines the quoting process, reduces errors, and improves efficiency. Features like automatic calculations, template creation, and workflow automation can save you hours and hours each week. The best quote software for small businesses should have automation capabilities.

Reporting and analytics

Strong reporting and analytics features allow you to track key metrics, analyze sales performance, and gain insights into your quoting process. This information is valuable for honing your quotes and closing more deals.

Collaboration options

Your quoting process might involve collaboration between team members or departments. In that case, you want software that simplifies communication and collaboration. Features like comments, notifications, and real-time editing will help with collaboration.

Easy integration

Your quoting software should integrate seamlessly with other tech your small business uses - such as CRM, ERP, or accounting software. Integration enhances data consistency and workflow efficiency across your business.

Scalability

Some quoting software might suit your needs now. But what if your business starts to grow, and you need to scale? Selecting quoting software you can scale with is a good idea. The software can adapt to the changing needs of your business.

Conclusion

Convert offers the most powerful calculations of all the small business quoting software on this list. We’re confident it can handle any pricing structure, no matter how complex.

Read how JSJ used Convert’s powerful conditional logic within their automated quote to sales system to cut their quoting costs by 97% and save their director 30 hrs per week on manual quoting. 

Whether you want to give complex quotes with product configuration or simple estimates, our software is a smart option.

The tool can handle complex decision branching and helps you create highly customized quotes. You can embed this into any website and let potential customers get instant quotes.

No need to create separate quotes each time and send them to customers. And the best part? You need zero coding skills to use Convert.

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More leads in less time_

Start building the future of your company, today

Create powerful on brand calculators, lead generation forms and apps that automate your marketing and sales processes

Start with a template

Find inspiration or customize an outstanding template, complete with functional formulas and flows to help you get started.

Let us build for you

We can build your calculator, and afterwards you can always make changes yourself. Our service starts at just $250.