Quoting software has moved well past "nice to have" for B2B teams that send a high volume of estimates. Done manually, quoting eats hours, introduces pricing errors, and leaves follow-up to chance. The right tool turns a quote request into a polished, trackable proposal in minutes — and keeps the deal moving from there.
Below are five quoting software options worth evaluating in 2026, along with what each one does well.
1. Scoro
Scoro is an all-in-one business management platform that folds quoting into a broader suite covering billing, contact management, and work management. If your team wants to consolidate tools rather than add another point solution, Scoro is worth a look.
Standout features include a sales pipeline view, project and resource management, a configurable dashboard, and PDF export. It works best for professional services firms that need quoting and project delivery under one roof.
Price: From $26/user/month, with a 14-day free trial.
2. Osmos
Osmos is purpose-built for B2B teams that send a high volume of quotes — think contractors, distributors, manufacturers, and service businesses where speed and accuracy on estimates directly affect win rates.
It provides ready-made, customizable templates so reps can build professional quotes fast. Everything lives in one place: quote history, client records, follow-up reminders, and deal status. Built-in CRM and ERP integrations mean data flows both ways without manual re-entry. Teams using Osmos typically report closing around 30% more deals compared to their previous process — largely because no quote slips through without a follow-up.
Price: From $35/month, with a free trial available.
3. PandaDoc
PandaDoc focuses on document automation across the full sales cycle — quotes, proposals, contracts, and e-signatures. It scales from small teams to enterprise and integrates with most major CRMs.
Key features include customizable proposal templates, a product catalog, auto-reminders, customer branding, and document analytics that show exactly when a prospect opens, reads, and signs. If you need a single tool to handle every sales document type, PandaDoc covers a lot of ground.
Price: From $19/user/month, with a 14-day free trial.
4. Loopio
Loopio is built specifically for responding to RFPs (requests for proposal), RFIs, and security questionnaires. It automates the proposal process by pulling from a curated content library so teams aren't writing the same answers from scratch each time.
Features include a searchable response library, content tagging, automated content suggestions, single sign-on, and a project canvas for coordinating cross-functional responses. If RFP volume is a bottleneck for your sales team, Loopio removes a significant amount of the manual effort.
Price: Custom pricing — contact Loopio directly for a quote.
5. DocSend
DocSend (now part of Dropbox) is primarily a document-sharing and tracking platform. Sales teams use it to send proposals and pitch decks, then monitor engagement in real time — who opened the document, which pages they spent time on, and whether they forwarded it.
Features include custom branding, instant open notifications, remote presentation mode, access controls, and manager-level analytics. It's a strong fit if understanding prospect engagement with your sales documents is the gap you're trying to close.
Price: From $10/user/month, with a 14-day free trial.
How to Choose the Right Quoting Software
The best quoting tool for your business comes down to three questions:
- What's your primary bottleneck? Slow quote creation, poor follow-up, or lack of visibility into deal status all point to different solutions.
- How many tools do you want to manage? All-in-one platforms reduce switching costs; best-in-class tools may integrate better with your existing stack.
- What does your customer expect? A polished, branded quote signals professionalism before a rep ever picks up the phone.
For most small and mid-sized B2B teams sending quotes daily, the biggest ROI comes from a tool that speeds up quote creation, automates follow-up, and gives you a clear view of which deals are stalled.
That's the problem Osmos is built to solve — quoting, CRM, and sales automation in one place, without the complexity or cost of enterprise software.