Best CRM quoting software tools to streamline sales in 2026

When a deal heats up, the last thing you need is a slow quoting process. Yetthat’s what happens when reps jump between systems, hunt through spreadsheets, and manually build quotes. The right crm quoting software turns this bottleneck into a competitive edge by connecting customer data directly to your proposals.

The best platforms help teams generate accurate quotes in minutes, keeping momentum high and deals moving forward. This guide covers the top benefits of integrated quoting, essential features to look for, and the best solutions available: plus implementation best practices to help your team close more deals, faster.

What is CRM quoting software

CRM quoting software connects your customer data directly to your sales proposals. Built right into your CRM, it lets your team generate, customize, and track quotes without missing a beat. For complex deals with multiple options, this is often called CPQ (Configure, Price, Quote) software.

Instead of hunting for information across different systems, everything lives in one workspace. This complete customer view (from past conversations to deal history) empowers your reps to build smarter, more personalized quotes. The result? Less time on admin work and more time building relationships that close deals.

Key features automate professional documents, streamline approvals, and track when customers open quotes. This gives your team incredible visibility and control, removing bottlenecks that slow down the sales cycle. It transforms quoting from a manual chore into a strategic advantage, helping your team move faster with more confidence.

Top benefits of sales quoting software

• Speed up your sales cycle: Build and send polished, error-free quotes in minutes, allowing your team to engage eager buyers while the competition is still mired in spreadsheets. This isn’t just about being quick; it’s about being the first to demonstrate you’re ready to solve their problem.
• Gain visibility into prospect engagement: See exactly when prospects open and interact with your quotes, giving your reps the perfect cue for a strategic follow-up. This eliminates guesswork and helps your team time their outreach for maximum impact.
• Automate approval workflows: Ensure complex deals fly through the right channels without anyone having to chase down a signature. Automated routing keeps momentum high and allows managers to focus on coaching, not administrative tasks.
• Deliver a seamless buying experience: Centralize everything from quote creation to e-signatures in one platform, so your team can deliver a professional experience that truly stands out. This alignment signals to customers that you’re an organized, reliable partner from the very first interaction, setting the stage for more closed deals.

Best CRM quoting software solutions

The right quoting software does more than generate documents; it makes your entire team faster and more aligned. The best tools integrate quotes into your complete sales motion, giving everyone a unified view from first contact to closed deal.

Here’s how the top platforms stack up to help you find the right fit:

1. monday CRM

monday CRM helps streamline quote creation with a visual workflow that keeps your entire sales process connected. The platform excels at no-code customization and integration with project management, making it a great fit for teams who want their quoting process to flow naturally into their broader sales and project operations.

Use case:

monday CRM reduces the technical complexity of quote management by offering an intuitive, visual platform that connects quoting directly to your sales pipeline and project execution.

Key features:

• Automated quote generation with customizable templates that pull data directly from CRM boards
• Visual pipeline management that tracks quotes from creation to approval to project kickoff
• No-code customization that lets teams adapt the quoting process without IT involvement

Pricing:

• Basic: $9/month per seat (billed annually)
• Standard: $12/month per seat (billed annually)
• Pro: $19/month per seat (billed annually) – includes Quotes & Invoices feature
• Enterprise: Contact sales for pricing

Minimum of 3 users required, with yearly plans saving 18%.

Why it stands out:

• Connects quoting to project management for post-sale execution
• Visual, drag-and-drop interface makes quote creation intuitive for any team member
• No-code platform allows teams to customize workflows without technical expertise

Automations:

• Pre-built automation recipes streamline quote approval workflows and client communication sequences
• No-code automation builder lets teams create custom triggers for quote status updates and team notifications
• Automation limits vary by plan, with up to 250 actions/month (Standard), 25,000 (Pro), and 250,000 (Enterprise) to support different sales volumes

Integrations:

• Native integration with the broader monday.com Work OS connects quotes directly to project boards for seamless handoffs
• API access enables custom integrations with existing sales and accounting systems
• Connects with tools like DocuSign for e-signatures, as native e-signature and payment processing require third-party apps

CRM quoting software features:

• Template management system allows teams to create branded quote templates that automatically pull client and product data
• Real-time collaboration features enable multiple team members to review and approve quotes within the platform
• Centralized quote tracking provides complete visibility into quote status, client interactions, and conversion rates

Things to consider:

• The quoting feature is still evolving and currently generates quotes as PDFs for sharing.
• Directly converting a quote to an invoice within the platform is not yet supported.
• Online quote acceptance and payment processing are not native features and require integration with third-party tools.

Try monday CRM

2. Salesforce Revenue Cloud

Salesforce Revenue Cloud transforms complex quote-to-cash processes into streamlined, AI-powered workflows that close deals faster. The platform specializes in enterprise-scale automation and comprehensive revenue lifecycle management, making it ideal for large organizations with complex pricing models and multi-layered approval processes.

Use case:

Salesforce Revenue Cloud enables enterprise sales teams to automate their entire quote-to-cash lifecycle while maintaining complete visibility and control over complex pricing rules and approval workflows.

Key features:

• AI-powered guided selling that walks sales reps through product configurations with intelligent recommendations and automated quote generation
• Dynamic pricing engine with centralized catalogs, tiered pricing models, and automated discount calculations that ensure accuracy across all deals
• Advanced approval workflows with configurable routing, comprehensive audit trails, and built-in compliance controls to mitigate business risk

Pricing:

The provided research does not include specific pricing information for Salesforce Revenue Cloud. Contact Salesforce sales directly for detailed pricing tiers and enterprise quotes.

Considerations:

• Implementation complexity can be significant, often requiring specialized consultants and lengthy setup periods that may delay time-to-value
• High total cost of ownership includes not just licensing fees but also implementation costs, ongoing administrative resources, and potential customization expenses

3. HubSpot Sales Hub

With its all-in-one sales platform, HubSpot Sales Hub combines core CRM functionality with AI-powered quoting capabilities. The system is engineered for seamless integration across marketing, sales, and service teams, positioning it as an ideal solution for small to medium businesses aiming for streamlined quote-to-cash processes. HubSpot’s intuitive interface and comprehensive feature set work to eliminate the need for juggling multiple tools while managing the sales pipeline.

Use case:

HubSpot’s Quote Software enables sales teams to generate professional, branded quotes in minutes using AI-powered automation that pulls data directly from deal records, eliminating manual work and accelerating the sales cycle.

Key features:

• AI-powered quote generation that creates polished quotes instantly by integrating CRM data automatically
• All-in-one buyer experience with branded pages for quote review, e-signature collection, and payment processing
• Automated approval workflows that route quotes to appropriate managers based on custom pricing or discount thresholds

Pricing:

• Professional: $90/month per seat with $1,500 one-time onboarding fee
• Enterprise: $150/month per seat with $3,500 one-time onboarding fee
• Free CRM: Basic quoting functionality available at no cost

14-day free trial available for Commerce Hub features.

Considerations:

• Limited customization options for complex product configurations or advanced CPQ requirements
• Higher-tier pricing can become expensive as teams scale, especially with required onboarding fees

4. Pipedrive

Pipedrive’s strength lies in its visual pipeline management, which fundamentally transforms how sales teams track deals and create quotes. The platform is built around an activity-based selling methodology, making it a perfect match for small to medium-sized businesses that require straightforward CRM functionality without the weight of enterprise-level complexity.

Use case:

Pipedrive’s Smart Docs feature centralizes quote creation, tracking, and e-signature processes within their visual sales pipeline, eliminating the need for multiple tools while maintaining deal momentum.

Key features:

• Smart Docs integration: Create professional quotes with auto-populated customer data directly from deal records, reducing manual entry and errors.
• Real-time document tracking: Receive instant notifications when prospects open quotes, enabling timely follow-ups at peak engagement moments.
• Native e-signature capability: Close deals faster with built-in electronic signatures that eliminate printing, scanning, and mailing delays.

Pricing:

• Lite: $14/month (billed annually)
• Growth: $39/month (billed annually)
• Premium: $59/month (billed annually)
• Ultimate: $79/month (billed annually)

Smart Docs is available as a $32.50/month add-on or included with the Premium and Ultimate plans. 14-day free trial available.

Considerations:

• Smart Docs customization options are more limited compared to dedicated proposal software like PandaDoc.
• Full quoting functionality requires upgrading to the Premium plan or purchasing the separate add-on, which may strain smaller team budgets.

5. Zoho CRM

Within its affordable, all-in-one business platform, Zoho CRM provides a comprehensive suite of quoting capabilities. The system is a standout choice for small and medium businesses that need integrated quote-to-cash processes but want to avoid the enterprise-level complexity and cost associated with competitors like Salesforce.

Use case:

Zoho CRM excels for businesses that need scalable quoting functionality, starting with basic quote generation and advancing to sophisticated Configure, Price, Quote (CPQ) capabilities as their sales processes become more complex.

Key features:

• Dynamic approval workflows that automatically route quotes exceeding discount thresholds to managers for approval before sending to customers.
• Advanced CPQ engine with product configurators, dynamic pricing rules, and automated upselling suggestions for complex sales scenarios.
• Seamless quote-to-cash integration allowing one-click conversion from quotes to sales orders and invoices within the same platform.

Pricing:

Pricing information for Zoho CRM is available on their official website. Advanced CPQ features are typically included in their higher-tier plans.

Considerations:

• The user interface can feel less modern compared to competitors like HubSpot, and the extensive customization options may present a learning curve for new users.
• Customer support response times can be slower, and some users find the price update process cumbersome within the quoting system.

Essential features of quote management software

The right features empower your team with tools they’ll actually use. When quoting is simple and intuitive, everyone stays aligned, deals move faster, and your operation runs more smoothly. Here are the key capabilities that transform quoting from a bottleneck into a competitive advantage.

Automated quote templates

First impressions matter, and your quotes need to look sharp every time. Dynamic templates pull the right details directly from your CRM, so your team generates polished, error-free quotes in seconds. This consistency builds trust and shows prospects you’re organized from the start.

Advanced pricing configuration

Complex quotes shouldn’t feel like solving a puzzle. Intelligent, rule-based pricing lets your team confidently handle any scenario (from special discounts to multiple currencies) without hunting through spreadsheets. This protects your margins while empowering reps to configure deals quickly and accurately.

Workflow automation

Automated workflows keep deals moving by routing quotes for approval and sending timely reminders, so no opportunity gets lost in someone’s inbox. Your team can focus on selling instead of chasing signatures.

Seamless CRM integration

Juggling separate systems creates busywork and invites errors. With a fully integrated platform, everything lives in one place, giving your team a single source of truth from first contact to closed deal. Your data stays in sync and your forecasts stay accurate.

Real-time analytics

Make confident, data-backed decisions instead of guessing. Real-time analytics show what’s working – from your most effective templates to conversion rates – helping you spot opportunities and fix bottlenecks before they slow your team down.

Choosing the right sales quote software for your team

Finding the right sales quote software comes down to matching the tool to your team’s workflow. Here’s a practical checklist to guide your decision:

• Does it integrate seamlessly with your existing tools? The platform should plug directly into your CRM and other systems your team uses daily, eliminating the need to jump between applications.
• Can it scale with your business? Look for software that supports your current team size while adapting easily as you grow: from simple quote generation today to complex approval workflows tomorrow.
• Does it remove friction from your sales process? The right tool should feel like a natural extension of how your team already works, not a system that forces them to change their approach.
• Is customization easy and intuitive? Choose a platform that lets you customize quote templates and workflows without requiring technical expertise or IT support.
• Does it provide complete visibility? Ensure the system gives you real-time insights into quote status, conversion rates, and team performance without overwhelming complexity.
• Can it automate repetitive tasks? Look for features that handle approvals, reminders, and communication automatically, freeing your reps to focus on building relationships and closing deals.

The best choice delivers control and efficiency while keeping your entire team aligned; helping everyone move faster and close deals with confidence.

“There’s probably about a 70% increase in efficiency in regards to the admin tasks that were removed and automated, which is a huge win for us.“

Kyle Dorman | Department Manager - Operations, Ray White

"monday CRM helps us make sure the right people have immediate visibility into the information they need so we're not wasting time."

Luca Pope | Global Client Solutions Manager at Black Mountain

“In a couple of weeks, all of the team members were using monday CRM fully. The automations and the many integrations, make monday CRM the best CRM in the market right now.”

Nuno Godinho | CIO at Velv

Implementation best practices for CRM quoting platforms

A successful CRM rollout is about empowering your team, not just installing new technology. The real victory comes from building momentum and genuine buy-in from day one: showing your team how this change improves their work, not just alters it.

Start with clean data and standardized templates. Build a trustworthy foundation your reps can use to move faster. With monday CRM’s intuitive tools, you can easily design a powerful, consistent quoting process that gives your team the structure they need to close with confidence.

Focus training on what’s in it for them. Turn your reps into platform experts through hands-on practice. Celebrate early wins together to build momentum.

Listen, refine, and optimize. Adjust workflows based on how your team actually uses the platform. This continuous improvement helps you win more deals, faster.

Transform your sales process with monday CRM

monday CRM eliminates the friction that slows your team down. Visual pipelines and intuitive workflows mean every rep can manage deals confidently. The no-code platform lets your team customize on the fly, adapting to what actually works.

Automate the busywork: generate quotes from deal data, route approvals instantly, and let your reps focus on relationships that close revenue. Less admin, more selling.

Get complete visibility without the complexity. Customizable dashboards surface opportunities and bottlenecks in real time, so you can coach strategically and move faster. The result? A sales force that’s aligned, confident, and built to win.