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2025's Best Quote Generation Tools Integrated with CRM Guide | Top 10

Albert Richer
Curated by :
Albert Richer
Updated Nov 22, 2025

This specialty fits inside a larger topic — visit the full Sales Proposal & Quote Generation Tools listings.

Quote Generation Tools Integrated with CRM
Albert Richer

Discovering the Top Quote Generation Tools Integrated with CRM: Insights Backed by Research Market research shows that a growing number of businesses are seeking quote generation tools that seamlessly integrate with their CRM systems to streamline sales processes. Analysis of thousands of customer reviews indicates that tools like PandaDoc and Qwilr consistently score high in customer satisfaction, often praised for their user-friendly interfaces and customizable templates. Discovering the Top Quote Generation Tools Integrated with CRM: Insights Backed by Research Market research shows that a growing number of businesses are seeking quote generation tools that seamlessly integrate with their CRM systems to streamline sales processes.

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1
Expert Score
8.2 / 10
414
25
1
Nutshell Quotes & Invoices
8.2

Nutshell Quotes & Invoices

Nutshell Quotes & Invoices
View Website
Pricing starts at $19/month, with Enterprise pricing available

Why We Love It

We're passionate about Nutshell Quotes & Invoices because it is not just a quote generation tool, but a complete sales enablement platform. It's designed for those in the industry who need to send numerous quotes and invoices and want to keep track of their sales pipeline. With its integrated CRM capabilities, sales teams can move deals forward faster, while maintaining a professional image with well-designed quotes and invoices. It's a comprehensive tool that brings together many necessary functions into one platform.

Pros

  • Integrated CRM
  • Unlimited quote and invoice creation
  • Professional design templates
  • Sales cycle speedup
  • Real-time tracking

Cons

  • May require initial setup time
  • Potential overkill for small businesses
  • Relatively higher price point

Pricing starts at $19/month, with Enterprise pricing available

Nutshell Quotes & Invoices is a highly tailored SaaS solution for companies needing a seamless tool for quote and invoice generation, integrated with CRM capabilities. This product addresses the particular needs of the industry by speeding up the sales process, providing professional quote/invoice designs, and offering CRM features to track client engagement.

Pros

  • Integrated CRM
  • Unlimited quote and invoice creation
  • Professional design templates
  • Sales cycle speedup
  • Real-time tracking

Cons

  • May require initial setup time
  • Potential overkill for small businesses
  • Relatively higher price point

Why We Love It

We're passionate about Nutshell Quotes & Invoices because it is not just a quote generation tool, but a complete sales enablement platform. It's designed for those in the industry who need to send numerous quotes and invoices and want to keep track of their sales pipeline. With its integrated CRM capabilities, sales teams can move deals forward faster, while maintaining a professional image with well-designed quotes and invoices. It's a comprehensive tool that brings together many necessary functions into one platform.

Pros

  • Integrated CRM
  • Unlimited quote and invoice creation
  • Professional design templates
  • Sales cycle speedup
  • Real-time tracking

Cons

  • May require initial setup time
  • Potential overkill for small businesses
  • Relatively higher price point

Why We Love It

We're passionate about Nutshell Quotes & Invoices because it is not just a quote generation tool, but a complete sales enablement platform. It's designed for those in the industry who need to send numerous quotes and invoices and want to keep track of their sales pipeline. With its integrated CRM capabilities, sales teams can move deals forward faster, while maintaining a professional image with well-designed quotes and invoices. It's a comprehensive tool that brings together many necessary functions into one platform.

Pricing starts at $19/month, with Enterprise pricing available

Nutshell Quotes & Invoices is a highly tailored SaaS solution for companies needing a seamless tool for quote and invoice generation, integrated with CRM capabilities. This product addresses the particular needs of the industry by speeding up the sales process, providing professional quote/invoice designs, and offering CRM features to track client engagement.

2
Expert Score
8.2 / 10
611
38
2
Keap's CRM & Quote Management
8.2

Keap's CRM & Quote Management

Keap's CRM & Quote Management
View Website
Starting at $79/month, Free trial available, Enterprise pricing available

Why We Love It

What sets Keap’s CRM & Quote Management apart is its seamless blend of quote generation and CRM features. This integration is particularly helpful for sales professionals, streamlining the process from proposal to payment. Its automation capabilities free up time by automatically moving leads along the sales pipeline. This makes it a powerful tool for managing and optimizing sales workflows, helping businesses to close deals faster and more efficiently.

Pros

  • Quote management integration
  • Automated sales pipeline
  • Robust CRM features
  • Tailored for sales professionals
  • Free trial available

Cons

  • Requires a learning curve
  • Limited customization options
  • Could be costly for small businesses

Starting at $79/month, Free trial available, Enterprise pricing available

Keap’s CRM & Quote Management is a comprehensive SaaS solution designed to address the specific needs of sales professionals. It speeds up the conversion process from proposal to paying client by integrating quote management with a robust CRM. This enables users to generate quotes, proposals, and estimates, while automatically moving leads along the sales pipeline.

Pros

  • Quote management integration
  • Automated sales pipeline
  • Robust CRM features
  • Tailored for sales professionals
  • Free trial available

Cons

  • Requires a learning curve
  • Limited customization options
  • Could be costly for small businesses

Why We Love It

What sets Keap’s CRM & Quote Management apart is its seamless blend of quote generation and CRM features. This integration is particularly helpful for sales professionals, streamlining the process from proposal to payment. Its automation capabilities free up time by automatically moving leads along the sales pipeline. This makes it a powerful tool for managing and optimizing sales workflows, helping businesses to close deals faster and more efficiently.

Pros

  • Quote management integration
  • Automated sales pipeline
  • Robust CRM features
  • Tailored for sales professionals
  • Free trial available

Cons

  • Requires a learning curve
  • Limited customization options
  • Could be costly for small businesses

Why We Love It

What sets Keap’s CRM & Quote Management apart is its seamless blend of quote generation and CRM features. This integration is particularly helpful for sales professionals, streamlining the process from proposal to payment. Its automation capabilities free up time by automatically moving leads along the sales pipeline. This makes it a powerful tool for managing and optimizing sales workflows, helping businesses to close deals faster and more efficiently.

Starting at $79/month, Free trial available, Enterprise pricing available

Keap’s CRM & Quote Management is a comprehensive SaaS solution designed to address the specific needs of sales professionals. It speeds up the conversion process from proposal to paying client by integrating quote management with a robust CRM. This enables users to generate quotes, proposals, and estimates, while automatically moving leads along the sales pipeline.

3
Expert Score
8.1 / 10
498
102
ROBUST REPORTING
3
QuoteIQ Home Service Management
8.1

QuoteIQ Home Service Management

QuoteIQ Home Service Management
View Website
Free trial available, pricing details upon request
ROBUST REPORTING

Why We Love It

We love QuoteIQ for its comprehensive integration of CRM and advanced quotation tools specifically tailored for home service professionals. It simplifies the complex process of scheduling, customer management, property measurement for quotes, and payment tracking. Its instant quote delivery feature adds speed and professionalism to customer interactions, which industry professionals greatly appreciate.

Pros

  • Comprehensive CRM
  • Advanced quote generation
  • Property measurement tool
  • Streamlined scheduling
  • Payment tracking

Cons

  • No upfront pricing information
  • May require initial training

Free trial available, pricing details upon request

QuoteIQ offers an all-in-one solution for home service professionals, integrating CRM functionalities with advanced quote generation tools. It streamlines customer management, recurring job scheduling, payment tracking, precise property measurement, and instant quote delivery, addressing the unique needs of this industry.

Pros

  • Comprehensive CRM
  • Advanced quote generation
  • Property measurement tool
  • Streamlined scheduling
  • Payment tracking

Cons

  • No upfront pricing information
  • May require initial training
ROBUST REPORTING

Why We Love It

We love QuoteIQ for its comprehensive integration of CRM and advanced quotation tools specifically tailored for home service professionals. It simplifies the complex process of scheduling, customer management, property measurement for quotes, and payment tracking. Its instant quote delivery feature adds speed and professionalism to customer interactions, which industry professionals greatly appreciate.

Pros

  • Comprehensive CRM
  • Advanced quote generation
  • Property measurement tool
  • Streamlined scheduling
  • Payment tracking

Cons

  • No upfront pricing information
  • May require initial training

Why We Love It

We love QuoteIQ for its comprehensive integration of CRM and advanced quotation tools specifically tailored for home service professionals. It simplifies the complex process of scheduling, customer management, property measurement for quotes, and payment tracking. Its instant quote delivery feature adds speed and professionalism to customer interactions, which industry professionals greatly appreciate.

Free trial available, pricing details upon request

QuoteIQ offers an all-in-one solution for home service professionals, integrating CRM functionalities with advanced quote generation tools. It streamlines customer management, recurring job scheduling, payment tracking, precise property measurement, and instant quote delivery, addressing the unique needs of this industry.

4
Expert Score
7.4 / 10
572
49
STREAMLINED WORKFLOW
ENHANCED COMMUNICATION
4
PandaDoc Quoting Software
7.4

PandaDoc Quoting Software

PandaDoc Quoting Software
View Website
Free plan available, paid plans starting at $19/month
STREAMLINED WORKFLOW
ENHANCED COMMUNICATION

Why We Love It

PandaDoc's Quoting Software is a game-changer for sales professionals. Its ability to generate detailed, accurate quotes in minutes – not hours – significantly reduces the time spent on proposal creation. The seamless integration with your CRM means all your customer data is readily available, enabling the creation of highly tailored proposals. The addition of real-time analytics and eSignature capabilities further streamline the sales process, providing industry professionals with a comprehensive tool that addresses all their quoting needs.

Pros

  • Easy CRM integration
  • Fast quote generation
  • Customizable templates
  • Real-time analytics
  • eSignature capabilities

Cons

  • No offline mode
  • Limited integrations with smaller CRMs
  • Higher price point for advanced features

Free plan available, paid plans starting at $19/month

PandaDoc is a robust quoting software that allows sales teams to generate customized quotes quickly and efficiently. It integrates seamlessly with your CRM, utilizing dynamic pricing tables and CRM data to create accurate, tailored quotes, making it an ideal tool for businesses seeking to streamline their sales proposal process and improve accuracy.

Pros

  • Easy CRM integration
  • Fast quote generation
  • Customizable templates
  • Real-time analytics
  • eSignature capabilities

Cons

  • No offline mode
  • Limited integrations with smaller CRMs
  • Higher price point for advanced features
STREAMLINED WORKFLOW
ENHANCED COMMUNICATION

Why We Love It

PandaDoc's Quoting Software is a game-changer for sales professionals. Its ability to generate detailed, accurate quotes in minutes – not hours – significantly reduces the time spent on proposal creation. The seamless integration with your CRM means all your customer data is readily available, enabling the creation of highly tailored proposals. The addition of real-time analytics and eSignature capabilities further streamline the sales process, providing industry professionals with a comprehensive tool that addresses all their quoting needs.

Pros

  • Easy CRM integration
  • Fast quote generation
  • Customizable templates
  • Real-time analytics
  • eSignature capabilities

Cons

  • No offline mode
  • Limited integrations with smaller CRMs
  • Higher price point for advanced features

Why We Love It

PandaDoc's Quoting Software is a game-changer for sales professionals. Its ability to generate detailed, accurate quotes in minutes – not hours – significantly reduces the time spent on proposal creation. The seamless integration with your CRM means all your customer data is readily available, enabling the creation of highly tailored proposals. The addition of real-time analytics and eSignature capabilities further streamline the sales process, providing industry professionals with a comprehensive tool that addresses all their quoting needs.

Free plan available, paid plans starting at $19/month

PandaDoc is a robust quoting software that allows sales teams to generate customized quotes quickly and efficiently. It integrates seamlessly with your CRM, utilizing dynamic pricing tables and CRM data to create accurate, tailored quotes, making it an ideal tool for businesses seeking to streamline their sales proposal process and improve accuracy.

5
Expert Score
7.4 / 10
718
146
AI-DRIVEN AUTOMATION
REAL-TIME ANALYTICS
5
Quoter by ScalePad
7.4

Quoter by ScalePad

Quoter by ScalePad
View Website
Starting at $99/month, Enterprise pricing available
AI-DRIVEN AUTOMATION
REAL-TIME ANALYTICS

Why We Love It

Quoter by ScalePad stands out in the industry due to its seamless integration with essential tools like PSAs, CRMs, distributors, and payment gateways. This allows professionals to automate the quoting process, significantly reducing time spent on manual tasks and eliminating errors. The software also enhances communication with clients, providing timely and accurate quotes, which is crucial in the competitive MSP industry. It's a game-changer for MSPs looking to streamline their sales process and boost productivity.

Pros

  • Integrates with multiple tools
  • Automates quote generation
  • Enhances communication
  • Improves productivity

Cons

  • Somewhat expensive
  • May require training to use effectively
  • Limited customization options

Starting at $99/month, Enterprise pricing available

Quoter is the leading quoting software that streamlines the sales process for MSPs, integrating with a variety of tools including PSAs, CRMs, and payment gateways. Its robust features directly address industry needs by automating quote generation and facilitating easy communication, thereby enhancing productivity and boosting sales.

Pros

  • Integrates with multiple tools
  • Automates quote generation
  • Enhances communication
  • Improves productivity

Cons

  • Somewhat expensive
  • May require training to use effectively
  • Limited customization options
AI-DRIVEN AUTOMATION
REAL-TIME ANALYTICS

Why We Love It

Quoter by ScalePad stands out in the industry due to its seamless integration with essential tools like PSAs, CRMs, distributors, and payment gateways. This allows professionals to automate the quoting process, significantly reducing time spent on manual tasks and eliminating errors. The software also enhances communication with clients, providing timely and accurate quotes, which is crucial in the competitive MSP industry. It's a game-changer for MSPs looking to streamline their sales process and boost productivity.

Pros

  • Integrates with multiple tools
  • Automates quote generation
  • Enhances communication
  • Improves productivity

Cons

  • Somewhat expensive
  • May require training to use effectively
  • Limited customization options

Why We Love It

Quoter by ScalePad stands out in the industry due to its seamless integration with essential tools like PSAs, CRMs, distributors, and payment gateways. This allows professionals to automate the quoting process, significantly reducing time spent on manual tasks and eliminating errors. The software also enhances communication with clients, providing timely and accurate quotes, which is crucial in the competitive MSP industry. It's a game-changer for MSPs looking to streamline their sales process and boost productivity.

Starting at $99/month, Enterprise pricing available

Quoter is the leading quoting software that streamlines the sales process for MSPs, integrating with a variety of tools including PSAs, CRMs, and payment gateways. Its robust features directly address industry needs by automating quote generation and facilitating easy communication, thereby enhancing productivity and boosting sales.

6
Expert Score
7.4 / 10
609
83
CUSTOMIZABLE TEMPLATES
6
Claritysoft CRM Price Quotations
7.4

Claritysoft CRM Price Quotations

Claritysoft CRM Price Quotations
View Website
Enterprise pricing available
CUSTOMIZABLE TEMPLATES

Why We Love It

Claritysoft's CRM with integrated price quotation tool is a game-changer for sales professionals. The ability to customize quotes to fit unique pricing structures is invaluable, and real-time tracking means you're always on top of your sales process. The tool's integration with the CRM system ensures a streamlined workflow, making it easier to adapt to client needs and close deals faster. It's a comprehensive solution for sales proposal and quote generation challenges.

Pros

  • Customizable quote templates
  • Real-time tracking of active quotes
  • Easy integration with CRM
  • Scalable for businesses of all sizes

Cons

  • Potential learning curve for less tech-savvy users
  • Pricing details not readily available

Enterprise pricing available

Claritysoft's CRM software with integrated price quotation tool is ideal for professionals in the sales industry, particularly those dealing with unique and complex pricing structures. It allows for customization of quotes, real-time tracking, and easy adaptability to client needs, thereby addressing key challenges in the sales proposal and quote generation process.

Pros

  • Customizable quote templates
  • Real-time tracking of active quotes
  • Easy integration with CRM
  • Scalable for businesses of all sizes

Cons

  • Potential learning curve for less tech-savvy users
  • Pricing details not readily available
CUSTOMIZABLE TEMPLATES

Why We Love It

Claritysoft's CRM with integrated price quotation tool is a game-changer for sales professionals. The ability to customize quotes to fit unique pricing structures is invaluable, and real-time tracking means you're always on top of your sales process. The tool's integration with the CRM system ensures a streamlined workflow, making it easier to adapt to client needs and close deals faster. It's a comprehensive solution for sales proposal and quote generation challenges.

Pros

  • Customizable quote templates
  • Real-time tracking of active quotes
  • Easy integration with CRM
  • Scalable for businesses of all sizes

Cons

  • Potential learning curve for less tech-savvy users
  • Pricing details not readily available

Why We Love It

Claritysoft's CRM with integrated price quotation tool is a game-changer for sales professionals. The ability to customize quotes to fit unique pricing structures is invaluable, and real-time tracking means you're always on top of your sales process. The tool's integration with the CRM system ensures a streamlined workflow, making it easier to adapt to client needs and close deals faster. It's a comprehensive solution for sales proposal and quote generation challenges.

Enterprise pricing available

Claritysoft's CRM software with integrated price quotation tool is ideal for professionals in the sales industry, particularly those dealing with unique and complex pricing structures. It allows for customization of quotes, real-time tracking, and easy adaptability to client needs, thereby addressing key challenges in the sales proposal and quote generation process.

7
Expert Score
7.3 / 10
564
93
SEAMLESS CRM SYNC
LIGHTNING FAST QUOTES
7
QuoteWerks Sales Proposal Software
7.3

QuoteWerks Sales Proposal Software

QuoteWerks Sales Proposal Software
View Website
Enterprise pricing available with a one-time purchase option
SEAMLESS CRM SYNC
LIGHTNING FAST QUOTES

Why We Love It

QuoteWerks is a game-changer for businesses in the sales sector. Its capability to integrate with CRM and accounting systems makes the quote and proposal process seamless and efficient. It simplifies the complex process of quote generation, reducing errors and saving time. Plus, its professional proposal templates give a boost to businesses' credibility, leaving a lasting impression on clients.

Pros

  • Seamless CRM integration
  • Quick quote generation
  • Professional proposal templates
  • Real-time pricing updates
  • Robust reporting capabilities

Cons

  • Requires initial setup
  • May be complex for beginners
  • Limited customization options

Enterprise pricing available with a one-time purchase option

QuoteWerks is a robust, integrated sales quoting and proposal software designed specifically for businesses that need to streamline their sales process. It integrates seamlessly with popular CRM and accounting systems, enabling users to generate professional quotes and proposals in minutes, improving efficiency and accuracy of sales operations.

Pros

  • Seamless CRM integration
  • Quick quote generation
  • Professional proposal templates
  • Real-time pricing updates
  • Robust reporting capabilities

Cons

  • Requires initial setup
  • May be complex for beginners
  • Limited customization options
SEAMLESS CRM SYNC
LIGHTNING FAST QUOTES

Why We Love It

QuoteWerks is a game-changer for businesses in the sales sector. Its capability to integrate with CRM and accounting systems makes the quote and proposal process seamless and efficient. It simplifies the complex process of quote generation, reducing errors and saving time. Plus, its professional proposal templates give a boost to businesses' credibility, leaving a lasting impression on clients.

Pros

  • Seamless CRM integration
  • Quick quote generation
  • Professional proposal templates
  • Real-time pricing updates
  • Robust reporting capabilities

Cons

  • Requires initial setup
  • May be complex for beginners
  • Limited customization options

Why We Love It

QuoteWerks is a game-changer for businesses in the sales sector. Its capability to integrate with CRM and accounting systems makes the quote and proposal process seamless and efficient. It simplifies the complex process of quote generation, reducing errors and saving time. Plus, its professional proposal templates give a boost to businesses' credibility, leaving a lasting impression on clients.

Enterprise pricing available with a one-time purchase option

QuoteWerks is a robust, integrated sales quoting and proposal software designed specifically for businesses that need to streamline their sales process. It integrates seamlessly with popular CRM and accounting systems, enabling users to generate professional quotes and proposals in minutes, improving efficiency and accuracy of sales operations.

8
Expert Score
7.0 / 10
438
89
USER-FRIENDLY DESIGN
FREE TRIAL AVAILABLE
8
Quote CRM
7.0

Quote CRM

Quote CRM
View Website
Flexible pricing options available, including a free trial, with premium plans starting at $12.50/month.
USER-FRIENDLY DESIGN
FREE TRIAL AVAILABLE

Why We Love It

Quote CRM is a gem for the sales industry. Its AI-powered capabilities not only automate the quote generation process but also provide valuable insights to optimize sales strategies. The software's seamless integration with CRM systems ensures a smooth workflow, enhancing efficiency and accuracy. Its user-friendly interface and excellent customer support make it a favorite among industry professionals, who appreciate its ability to simplify and streamline their quote management process.

Pros

  • Powerful AI capabilities
  • Seamless CRM integration
  • Efficient quote management
  • User-friendly interface
  • Reliable customer support

Cons

  • Limited customization options
  • Could be overkill for small businesses
  • No on-premise solution

Flexible pricing options available, including a free trial, with premium plans starting at $12.50/month.

Quote CRM is a cutting-edge solution designed for sales professionals needing a robust and efficient tool to manage quotes. The software's AI capabilities streamline the quoting process, automating creation, sending, and tracking quotes, making it a game-changer for businesses that rely heavily on sales proposals.

Pros

  • Powerful AI capabilities
  • Seamless CRM integration
  • Efficient quote management
  • User-friendly interface
  • Reliable customer support

Cons

  • Limited customization options
  • Could be overkill for small businesses
  • No on-premise solution
USER-FRIENDLY DESIGN
FREE TRIAL AVAILABLE

Why We Love It

Quote CRM is a gem for the sales industry. Its AI-powered capabilities not only automate the quote generation process but also provide valuable insights to optimize sales strategies. The software's seamless integration with CRM systems ensures a smooth workflow, enhancing efficiency and accuracy. Its user-friendly interface and excellent customer support make it a favorite among industry professionals, who appreciate its ability to simplify and streamline their quote management process.

Pros

  • Powerful AI capabilities
  • Seamless CRM integration
  • Efficient quote management
  • User-friendly interface
  • Reliable customer support

Cons

  • Limited customization options
  • Could be overkill for small businesses
  • No on-premise solution

Why We Love It

Quote CRM is a gem for the sales industry. Its AI-powered capabilities not only automate the quote generation process but also provide valuable insights to optimize sales strategies. The software's seamless integration with CRM systems ensures a smooth workflow, enhancing efficiency and accuracy. Its user-friendly interface and excellent customer support make it a favorite among industry professionals, who appreciate its ability to simplify and streamline their quote management process.

Flexible pricing options available, including a free trial, with premium plans starting at $12.50/month.

Quote CRM is a cutting-edge solution designed for sales professionals needing a robust and efficient tool to manage quotes. The software's AI capabilities streamline the quoting process, automating creation, sending, and tracking quotes, making it a game-changer for businesses that rely heavily on sales proposals.

9
Expert Score
6.7 / 10
591
157
DYNAMIC PRICING
ENTERPRISE READY
9
Quote Manager CPQ for Dynamics 365
6.7

Quote Manager CPQ for Dynamics 365

Quote Manager CPQ for Dynamics 365
View Website
Enterprise pricing available
DYNAMIC PRICING
ENTERPRISE READY

Why We Love It

Quote Manager CPQ for Microsoft Dynamics 365 is an industry-specific solution that addresses the unique needs of sales professionals who need a streamlined and efficient way to manage their quoting process. By integrating seamlessly with Microsoft Dynamics 365, it eliminates the need for multiple software solutions, thereby increasing productivity. It allows users to generate and manage multiple branded quotes, orders, and invoices from one quote, making it a reliable and efficient tool for businesses.

Pros

  • Integration with Microsoft Dynamics 365
  • Efficient quote generation
  • Invoice and order management
  • Branded quotes
  • Simplifies sales process

Cons

  • Requires Microsoft Dynamics 365
  • May not suit small businesses
  • Lack of pricing transparency

Enterprise pricing available

Quote Manager CPQ is a software solution tailored for businesses that use Microsoft Dynamics 365 and need a streamlined, efficient way to manage their quoting process. This SaaS solution simplifies the generation and management of branded quotes, orders, and invoices, making it an ideal tool for sales professionals in industries where accurate and quick quoting is crucial.

Pros

  • Integration with Microsoft Dynamics 365
  • Efficient quote generation
  • Invoice and order management
  • Branded quotes
  • Simplifies sales process

Cons

  • Requires Microsoft Dynamics 365
  • May not suit small businesses
  • Lack of pricing transparency
DYNAMIC PRICING
ENTERPRISE READY

Why We Love It

Quote Manager CPQ for Microsoft Dynamics 365 is an industry-specific solution that addresses the unique needs of sales professionals who need a streamlined and efficient way to manage their quoting process. By integrating seamlessly with Microsoft Dynamics 365, it eliminates the need for multiple software solutions, thereby increasing productivity. It allows users to generate and manage multiple branded quotes, orders, and invoices from one quote, making it a reliable and efficient tool for businesses.

Pros

  • Integration with Microsoft Dynamics 365
  • Efficient quote generation
  • Invoice and order management
  • Branded quotes
  • Simplifies sales process

Cons

  • Requires Microsoft Dynamics 365
  • May not suit small businesses
  • Lack of pricing transparency

Why We Love It

Quote Manager CPQ for Microsoft Dynamics 365 is an industry-specific solution that addresses the unique needs of sales professionals who need a streamlined and efficient way to manage their quoting process. By integrating seamlessly with Microsoft Dynamics 365, it eliminates the need for multiple software solutions, thereby increasing productivity. It allows users to generate and manage multiple branded quotes, orders, and invoices from one quote, making it a reliable and efficient tool for businesses.

Enterprise pricing available

Quote Manager CPQ is a software solution tailored for businesses that use Microsoft Dynamics 365 and need a streamlined, efficient way to manage their quoting process. This SaaS solution simplifies the generation and management of branded quotes, orders, and invoices, making it an ideal tool for sales professionals in industries where accurate and quick quoting is crucial.

10
Expert Score
6.6 / 10
375
65
10
Quick Quotes CRM Quoting Tool
6.6

Quick Quotes CRM Quoting Tool

Quick Quotes CRM Quoting Tool
View Website

Why We Love It

Quick Quotes is a game-changer for sales professionals who need to create, send, and manage multiple quotes in a short period. Its seamless integration with CRM tools allows for an organized and efficient workflow. Plus, its quote tracking feature ensures transparency and real-time updates. The auto-generation of quotes eliminates the need for manual input, saving time and reducing errors. It's a one-stop solution for sales quote management, designed to close deals faster.

Pros

  • Seamless CRM integration
  • Quote auto-generation
  • Real-time quote tracking
  • Efficient quote management
  • Speeds up sales process

Cons

  • No disclosed pricing
  • Requires CRM integration
  • No standalone usage

Custom pricing available upon request

Quick Quotes is a simple and effective CRM quoting tool designed to streamline the sales process. It's specially designed for sales professionals who need to generate, send, track, and manage sales quotes directly from their CRM. Its auto-generation and email feature speeds up the process, directly addressing the need for efficiency in the industry.

Pros

  • Seamless CRM integration
  • Quote auto-generation
  • Real-time quote tracking
  • Efficient quote management
  • Speeds up sales process

Cons

  • No disclosed pricing
  • Requires CRM integration
  • No standalone usage

Why We Love It

Quick Quotes is a game-changer for sales professionals who need to create, send, and manage multiple quotes in a short period. Its seamless integration with CRM tools allows for an organized and efficient workflow. Plus, its quote tracking feature ensures transparency and real-time updates. The auto-generation of quotes eliminates the need for manual input, saving time and reducing errors. It's a one-stop solution for sales quote management, designed to close deals faster.

Pros

  • Seamless CRM integration
  • Quote auto-generation
  • Real-time quote tracking
  • Efficient quote management
  • Speeds up sales process

Cons

  • No disclosed pricing
  • Requires CRM integration
  • No standalone usage

Why We Love It

Quick Quotes is a game-changer for sales professionals who need to create, send, and manage multiple quotes in a short period. Its seamless integration with CRM tools allows for an organized and efficient workflow. Plus, its quote tracking feature ensures transparency and real-time updates. The auto-generation of quotes eliminates the need for manual input, saving time and reducing errors. It's a one-stop solution for sales quote management, designed to close deals faster.

Custom pricing available upon request

Quick Quotes is a simple and effective CRM quoting tool designed to streamline the sales process. It's specially designed for sales professionals who need to generate, send, track, and manage sales quotes directly from their CRM. Its auto-generation and email feature speeds up the process, directly addressing the need for efficiency in the industry.

Product Comparison

Product Has Mobile App Has Free Plan Has Free Trial Integrates With Zapier Has Public API Live Chat Support SOC 2 or ISO Certified Popular Integrations Supports SSO Starting Price
1Nutshell Quotes & Invoices
 Yes No Yes - 14 days Yes Yes Yes Not specified Google Workspace, Slack, Mailchimp Yes $19/month
2Keap's CRM & Quote Management
 Yes No Yes - 14 days Yes Yes Yes Not specified QuickBooks, Gmail, Outlook Yes $79/month
3QuoteIQ Home Service Management
 Yes No Yes - 14 days No No Email/Ticket only Not specified Stripe, QuickBooks, Google Calendar No Contact for pricing
4Quoter by ScalePad
 No No Contact for trial Yes Yes Yes Not specified ConnectWise, Salesforce, HubSpot Yes $99/month
5Claritysoft CRM Price Quotations
 No No Contact for trial No No Email/Ticket only Not specified Outlook, QuickBooks, Mailchimp No Custom pricing
6PandaDoc Quoting Software
 Yes Yes Yes - 14 days Yes Yes Yes SOC 2 Salesforce, HubSpot, Google Workspace Yes $19/month
7QuoteWerks Sales Proposal Software
 Web-only No Contact for trial Yes Enterprise API only Email/Ticket only Not specified Salesforce, QuickBooks, Microsoft Dynamics No Custom pricing
8Quote CRM
 Web-only No Yes - 14 days Yes Yes Yes Not specified Salesforce, HubSpot, Microsoft 365 Yes $12.50/month
9Quote Manager CPQ for Dynamics 365
 No No Contact for trial No No Email/Ticket only Not specified Microsoft Dynamics 365 Yes Custom pricing
10Quick Quotes CRM Quoting Tool
 No No Contact for trial No No Email/Ticket only Not specified OnePageCRM, Google Workspace No Custom pricing
1

Nutshell Quotes & Invoices

Has Mobile App
Yes
Has Free Plan
No
Has Free Trial
Yes - 14 days
Integrates With Zapier
Yes
Has Public API
Yes
Live Chat Support
Yes
SOC 2 or ISO Certified
Not specified
Popular Integrations
Google Workspace, Slack, Mailchimp
Supports SSO
Yes
Starting Price
$19/month
2

Keap's CRM & Quote Management

Has Mobile App
Yes
Has Free Plan
No
Has Free Trial
Yes - 14 days
Integrates With Zapier
Yes
Has Public API
Yes
Live Chat Support
Yes
SOC 2 or ISO Certified
Not specified
Popular Integrations
QuickBooks, Gmail, Outlook
Supports SSO
Yes
Starting Price
$79/month
3

QuoteIQ Home Service Management

Has Mobile App
Yes
Has Free Plan
No
Has Free Trial
Yes - 14 days
Integrates With Zapier
No
Has Public API
No
Live Chat Support
Email/Ticket only
SOC 2 or ISO Certified
Not specified
Popular Integrations
Stripe, QuickBooks, Google Calendar
Supports SSO
No
Starting Price
Contact for pricing
4

Quoter by ScalePad

Has Mobile App
No
Has Free Plan
No
Has Free Trial
Contact for trial
Integrates With Zapier
Yes
Has Public API
Yes
Live Chat Support
Yes
SOC 2 or ISO Certified
Not specified
Popular Integrations
ConnectWise, Salesforce, HubSpot
Supports SSO
Yes
Starting Price
$99/month
5

Claritysoft CRM Price Quotations

Has Mobile App
No
Has Free Plan
No
Has Free Trial
Contact for trial
Integrates With Zapier
No
Has Public API
No
Live Chat Support
Email/Ticket only
SOC 2 or ISO Certified
Not specified
Popular Integrations
Outlook, QuickBooks, Mailchimp
Supports SSO
No
Starting Price
Custom pricing
6

PandaDoc Quoting Software

Has Mobile App
Yes
Has Free Plan
Yes
Has Free Trial
Yes - 14 days
Integrates With Zapier
Yes
Has Public API
Yes
Live Chat Support
Yes
SOC 2 or ISO Certified
SOC 2
Popular Integrations
Salesforce, HubSpot, Google Workspace
Supports SSO
Yes
Starting Price
$19/month
7

QuoteWerks Sales Proposal Software

Has Mobile App
Web-only
Has Free Plan
No
Has Free Trial
Contact for trial
Integrates With Zapier
Yes
Has Public API
Enterprise API only
Live Chat Support
Email/Ticket only
SOC 2 or ISO Certified
Not specified
Popular Integrations
Salesforce, QuickBooks, Microsoft Dynamics
Supports SSO
No
Starting Price
Custom pricing
8

Quote CRM

Has Mobile App
Web-only
Has Free Plan
No
Has Free Trial
Yes - 14 days
Integrates With Zapier
Yes
Has Public API
Yes
Live Chat Support
Yes
SOC 2 or ISO Certified
Not specified
Popular Integrations
Salesforce, HubSpot, Microsoft 365
Supports SSO
Yes
Starting Price
$12.50/month
9

Quote Manager CPQ for Dynamics 365

Has Mobile App
No
Has Free Plan
No
Has Free Trial
Contact for trial
Integrates With Zapier
No
Has Public API
No
Live Chat Support
Email/Ticket only
SOC 2 or ISO Certified
Not specified
Popular Integrations
Microsoft Dynamics 365
Supports SSO
Yes
Starting Price
Custom pricing
10

Quick Quotes CRM Quoting Tool

Has Mobile App
No
Has Free Plan
No
Has Free Trial
Contact for trial
Integrates With Zapier
No
Has Public API
No
Live Chat Support
Email/Ticket only
SOC 2 or ISO Certified
Not specified
Popular Integrations
OnePageCRM, Google Workspace
Supports SSO
No
Starting Price
Custom pricing

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Territory Planning Tools for Mid Market Sales Orgs

How We Rank Products

How We Evaluate Products

Our Evaluation Process

The 'How We Choose' section for quote generation tools integrated with CRM focuses on evaluating key factors such as product specifications, essential features, customer reviews, and overall ratings. In this category, specific considerations include the integration capabilities with existing CRM systems, ease of use, customization options, and pricing models, which significantly influence the selection process. Rankings were determined by analyzing data from customer feedback, expert reviews, and product specifications, allowing for a comprehensive comparison of the eleven evaluated products to identify the best options based on value and performance. The research methodology emphasizes an objective analysis of available information to ensure a reliable and informative comparison for users seeking effective quote generation solutions.

Verification

  • Products evaluated through comprehensive research and analysis of user feedback and expert insights.
  • Rankings based on a thorough analysis of features, specifications, and customer ratings.
  • Selection criteria focus on integration capabilities with CRM systems and user satisfaction metrics.

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Frequently Asked Questions About Quote Generation Tools Integrated with CRM

What makes a quote generation tools integrated with crm the "best"?

We evaluate products based on quality, performance, value for money, user reviews, durability, and ease of use. Our rankings are updated regularly to reflect the latest market offerings and user feedback.

How often do you update your quote generation tools integrated with crm recommendations?

Our team continuously monitors the market for new products and updates our recommendations quarterly. We also adjust rankings based on user feedback and new testing results.

Do you test all the products you recommend?

Yes, whenever possible, we physically test products in our labs. For products we can't test directly, we rely on verified user reviews, expert opinions, and detailed specifications to make informed recommendations.

What if I'm looking for a specific type of quote generation tools integrated with crm?

Our top 10 list covers the most popular and highly-rated options. If you have specific requirements, check our detailed product descriptions and pros/cons to find the best match for your needs.

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Score Breakdown

0.0 / 10
Excellent

What This Award Means