June 13, 2024
10 min read

Top 10 Quotes Software for Small Businesses: Streamline Your Operations

Small businesses need efficient and streamlined processes to stay competitive. One critical area that often requires improvement is the quoting and estimating process. We have compiled a list of the top 10 quotes for software solutions that can streamline the quoting process, save time, and boost productivity.
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Cone Proposal-to-Payment (free software

Cone Proposal-to-Payment removes mundane email attachments and static PDFs. In seconds, engage and convert your prospects with personalized, branded quotes delivered as web pages. Experience proactive engagement options that increase conversions by 27% and automated follow-ups that ensure no valuable lead slips through the cracks. Whether you're an accountant, legal professional, marketing agency, or freelancer, Cone's quote tool transforms how you sell and helps you easily win clients.


Scoro is an all-in-one business management software that offers robust quoting capabilities. With its customizable templates, e-commerce integrations, and comprehensive project management features, Scoro provides online businesses with a powerful solution to create and manage quotes efficiently.


DocSend simplifies the process of sharing and tracking quotes. This software allows online businesses to create interactive and trackable quotes, ensuring they can monitor customer engagement and tailor their follow-up strategies accordingly.


PandaDoc is a leading quotes software solution that offers a wide range of features for online businesses. Its user-friendly interface, customizable templates, and online payment options make it easy to create professional quotes, collaborate with team members, and close deals faster.


Bidsketch is designed for online businesses relying on proposals and quotes to secure projects. This software enables businesses to create visually appealing quotes, track client interactions, and streamline their sales process for better efficiency and increased conversion rates.


Quotient provides online businesses with a simple and intuitive quotes software solution. With its focus on customization and automation, Quotient allows businesses to create professional quotes, track their status, and convert them into invoices seamlessly.


Proposable offers a comprehensive platform for online businesses to create, send, and track quotes. With its robust e-signature capabilities and integration with popular CRM systems, Proposable streamlines the quoting process and improves sales productivity.


QuoteWerks is a powerful quote tool designed for sales professionals. With its extensive integrations, customizable quote templates, and automated workflows, it streamlines the quoting process and helps businesses create accurate quotes quickly. Its robust features, such as CRM integration, reporting, and quote analytics, enable businesses to track and optimize their quoting performance effectively.


Quoter is a feature-rich quote tool that simplifies the quoting process for sales teams. It offers a user-friendly interface, customizable templates, and the ability to create quotes in multiple currencies. With its integration capabilities, real-time collaboration, and e-signature functionality, Quoter empowers businesses to create professional quotes, collaborate efficiently, and close deals faster.


Nusii is a user-friendly quote tool designed specifically for creative professionals. It offers beautifully designed templates, customizable branding, and an intuitive interface. With Nusii, businesses can create visually stunning quotes, track client interactions, and streamline the proposal approval process. Its simplicity, affordability, and built-in proposal analytics make it a valuable tool for creative businesses.

What Feature Will Benefit Small Businesses

For online businesses, quoting software that caters to their unique needs is crucial. Let's explore the features and benefits of software options designed specifically for online businesses.

[fs-toc-omit]Customizable Templates

To reflect your unique identity, the Quotes software should offer customizable templates for businesses to create professional-looking quotes. These templates can be tailored to include business logos, colors, and fonts, presenting a cohesive and professional image to customers.

[fs-toc-omit]Proposals on interactive web pages

Send proposals as web pages that are easy to engage, edit and track in real-time. Deliver a visually appealing and interactive experience, making it easier for clients to understand the value of their offerings and increasing the likelihood of closing deals successfully.

[fs-toc-omit]Online Payment Options

Facilitating smooth transactions is essential for online businesses. Quotes software with online payment options enables businesses to include payment links or buttons directly within quotes, allowing customers to make quick and secure payments. This streamlined process improves cash flow and enhances the overall customer experience.

[fs-toc-omit]Collaboration Benefits

Cloud-based quotes software facilitates collaboration among team members. Multiple users can work on quotes simultaneously, enabling real-time updates and eliminating the need for manual coordination. This collaborative approach enhances efficiency, accuracy, and teamwork within online businesses.

[fs-toc-omit]Ease of Use

Mobile-friendly quotes software is designed with user-friendly interfaces optimized for smaller screens. The intuitive navigation and simplified workflows make it easy for businesses to generate quotes on the go, saving time and effort.

How to Choose the Right Quotes Software for Your Business

Selecting the most suitable quotes software requires careful consideration. Here are some practical tips to guide your decision-making process:

[fs-toc-omit]Assess Business Size and Industry

Consider the specific requirements of your online business, including its size and industry. Different industries may have unique quoting needs, and software options tailored to specific industries can provide specialized features and functionalities.

[fs-toc-omit]Invoicing, Billing & Payments

Evaluate the software to ensure you have the option to put your Accounts Receivables process on auto-pilot. Having a software that can also auto-invoice and has comprehensive payment solutions will help you get more efficient with billing right, and never leaving money on the table.


Determine your budget for quote software and explore options within your price range. Remember to consider the value and benefits provided by the software, as well as any long-term cost savings it may offer. 

[fs-toc-omit]Integration Capabilities

Assess the software's integration capabilities with other essential business tools you currently use or plan to adopt. Seamless data flow between different software solutions enhances efficiency and reduces manual work.

[fs-toc-omit]Seek Recommendations and Demo

Reach out to industry peers or online business communities for recommendations on quote software that they have found effective. Additionally, request demos or trial periods to gain hands-on experience and evaluate the software's suitability for your business.

Finding the right quotes software for your online business is crucial for streamlining operations, increasing efficiency, and driving growth. By exploring quotes software options that cater specifically to online businesses, leveraging cloud-based solutions, embracing mobile-friendly software, integrating with other business tools, considering affordability, and relying on user reviews, you can make an informed decision that aligns with your business's needs and goals. Choose a quotes software that empowers your online business to generate accurate quotes, impress customers, and thrive in today's competitive market.