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. In contrast, some options, like Zoho Quotes, while feature-rich, have been noted to require a steeper learning curve, which can be a deterrent for teams on tight deadlines. Why does everyone think you need to spend $$$ on fancy software? Data indicates that many affordable options, such as HubSpot's quote tool, deliver robust functionality without breaking the bank. Users often report that these tools not only save time but also enhance collaboration among sales teams.Discovering the Top Quote Generation Tools Integrated with CRM: Insights Backed by Research Market research shows that a growing number of businesses are seeking quote generation tools that seamlessly integrate with their CRM systems to streamline sales processes.Discovering the Top Quote Generation Tools Integrated with CRM: Insights Backed by Research Market research shows that a growing number of businesses are seeking quote generation tools that seamlessly integrate with their CRM systems to streamline sales processes. Analysis of thousands of customer reviews indicates that tools like PandaDoc and Qwilr consistently score high in customer satisfaction, often praised for their user-friendly interfaces and customizable templates. In contrast, some options, like Zoho Quotes, while feature-rich, have been noted to require a steeper learning curve, which can be a deterrent for teams on tight deadlines. Why does everyone think you need to spend $$$ on fancy software? Data indicates that many affordable options, such as HubSpot's quote tool, deliver robust functionality without breaking the bank. Users often report that these tools not only save time but also enhance collaboration among sales teams. Interestingly, industry reports suggest that 75% of sales professionals find integrated solutions more effective than standalone tools. And here’s a fun tidbit: PandaDoc was born out of a desire to simplify document workflows—talk about a love story with productivity! When shopping for quote generation tools, consider your team's specific needs and budget. While premium options may boast advanced features, don't overlook those that offer solid performance at a fraction of the cost. With so many choices out there, it's crucial to sift through the marketing hype and focus on what truly delivers value.
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.
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.
Best for teams that are
SMBs seeking an affordable, all-in-one CRM with integrated quoting
B2B sales teams needing integrated email marketing and pipeline management
Skip if
Large enterprises requiring advanced reporting or complex custom workflows
Businesses needing a standalone quoting tool without switching CRMs
Expert Take
Our analysis shows that Nutshell Quotes & Invoices offers a unique value proposition with its flat-fee pricing model, making it highly cost-effective for growing sales teams. Research indicates that while it relies on integrations for payment processing, the seamless workflow from lead to cash within the CRM significantly reduces administrative overhead. Based on documented features, the ability to track document engagement in real-time provides sales teams with actionable insights to close deals faster.
Pros
Flat-fee pricing covers entire team
Unlimited quotes and invoices
Auto-populates data from CRM records
Native QuickBooks Online integration
Real-time view and acceptance notifications
Cons
No native payment processing engine
Invoices locked after sending
Single quote template limit per account
Requires active Nutshell CRM subscription
No standalone recurring billing engine
This score is backed by structured Google research and verified sources.
Overall Score
9.8/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in Quote Generation Tools Integrated with CRM. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
8.7
Category 1: Product Capability & Depth
What We Looked For
We evaluate the feature set for creating, sending, and tracking sales documents directly within the CRM workflow.
What We Found
Nutshell allows unlimited quote and invoice generation with auto-population of lead data, though it lacks native payment processing and advanced template management.
Score Rationale
The score reflects robust core functionality like one-click PDF generation and status tracking, slightly limited by the inability to process payments without third-party integrations.
Supporting Evidence
Users receive instant notifications when a prospect views or accepts a quote. Get notified when a prospect views or accepts your quote or pays your invoice.
— nutshell.com
The system tracks document status through stages like Draft, Ready, Sent, Accepted, and Paid. Monitor the invoice status with ease, from Draft to Ready, Sent, and Paid.
— nutshell.com
Users can generate unlimited custom quotes and invoices directly from Nutshell records. Generate unlimited custom quotes and invoices directly from Nutshell... priced on a per-company basis.
— nutshell.com
Professional design templates for quotes and invoices are outlined in the product's feature set.
— nutshell.com
Documented in official product documentation, Nutshell Quotes & Invoices offers unlimited quote and invoice creation integrated with CRM capabilities.
— nutshell.com
9.2
Category 2: Market Credibility & Trust Signals
What We Looked For
We assess the vendor's reputation, user adoption, and standing within the CRM and sales automation industry.
What We Found
Nutshell is a recognized leader in the CRM space with strong user reviews on major platforms like G2 and Capterra, particularly for its ease of use.
Score Rationale
High credibility is supported by consistent leadership badges in G2 reports and a long-standing presence since 2010, justifying a score above 9.0.
Supporting Evidence
The company has been supporting over 5,000 companies across 50 countries since 2009. Supporting over 5k companies across 50 countries since 2009.
— nutshell.com
Nutshell is recognized as a leader in CRM in G2's Winter 2026 reports. Nutshell is a leader in CRM in G2's Winter 2026 reports
— nutshell.com
9.0
Category 3: Usability & Customer Experience
What We Looked For
We examine how intuitive the interface is for sales teams and the quality of the user journey from setup to daily use.
What We Found
Reviewers consistently praise the platform for being 'simple' and 'intuitive', with a seamless flow from lead management to invoicing.
Score Rationale
The product excels in usability, with a design that minimizes clicks and training time, meriting a strong 9.0 score.
Supporting Evidence
The interface allows for creating quotes in just a few clicks using existing lead data. Build quotes in just a few clicks using the lead and product information already in your CRM.
— nutshell.com
Users describe the CRM as simple and intuitive, noting that sales teams actually use it daily. Nutshell is Simple, intuitive CRM that our sales team actually uses every day.
— softwaresuggest.com
Outlined in user documentation, the platform may require initial setup time but offers a streamlined user experience thereafter.
— nutshell.com
9.5
Category 4: Value, Pricing & Transparency
What We Looked For
We analyze the pricing model, hidden costs, and overall ROI compared to market alternatives.
What We Found
The flat-fee pricing model of $67 per company (not per user) offers exceptional value for growing teams compared to per-seat competitors.
Score Rationale
This category achieves a near-perfect score because the flat-rate pricing for the entire team is a significant market differentiator that scales cost-effectively.
Supporting Evidence
There are no limits on the number of quotes or invoices generated. Nutshell Quotes & Invoices lets you generate unlimited quotes and invoices.
— nutshell.com
The Quotes & Invoices add-on costs a flat rate of $67 per month for the entire team. Nutshell Quotes & Invoices is priced on a per-company basis... $67 per month.
— nutshell.com
Pricing starts at $19/month with enterprise options available, as documented on the official pricing page.
— nutshell.com
8.8
Category 5: Integrations & Ecosystem Strength
What We Looked For
We evaluate how well the product connects with accounting software, payment processors, and other business tools.
What We Found
Nutshell offers native integrations with QuickBooks Online and Stripe, though it relies on Zapier for broader connectivity.
Score Rationale
A solid score is awarded for deep native integrations with key financial tools, though the reliance on Zapier for others prevents a higher score.
Supporting Evidence
The Stripe integration allows for payment tracking and subscription management directly within the CRM. When you integrate Stripe with Nutshell, you can send invoices directly from your CRM... and track payment status all in one place.
— nutshell.com
Nutshell has a native integration with QuickBooks Online for syncing invoices and customers. Nutshell offers a native QuickBooks Online integration that lets you create invoices in QuickBooks directly from Nutshell lead pages.
— nutshell.com
Listed in the company's integration directory, Nutshell integrates with popular tools like Google Workspace and Microsoft Office.
— nutshell.com
9.1
Category 6: Support, Training & Onboarding Resources
What We Looked For
We assess the availability and quality of customer support, documentation, and educational materials.
What We Found
Nutshell provides free live chat and email support for all plans, along with a comprehensive help center and white-glove import services.
Score Rationale
The inclusion of free human support for all customers is a major plus, pushing the score above 9.0.
Supporting Evidence
The company offers white-glove data import services to help new users migrate from other systems. Customers on all Nutshell plans can fill out our easy white glove import service request... and we'll take care of importing your data for you!
— nutshell.com
Free live chat and email support is included with every Nutshell plan for the lifetime of the subscription. Free live chat and email support is included with every Nutshell plan... We believe support shouldn't be an expensive add-on.
— nutshell.com
SOC 2 compliance is outlined in published security documentation, ensuring data protection standards.
— nutshell.com
Score Adjustments & Considerations
Certain documented issues resulted in score reductions. The impact level reflects the severity and relevance of each issue to this category.
Each account is limited to one main quote template, although individual sections can be edited on a per-quote basis.
Impact: This issue had a noticeable impact on the score.
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.
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.
USER-FRIENDLY DESIGN
FREE TRIAL AVAILABLE
Best for teams that are
Small to mid-sized sales teams with repeatable sales processes
Startups needing a visual, intuitive deal pipeline
Skip if
Large enterprises requiring complex project management or ERP features
Businesses needing advanced built-in marketing automation without add-ons
Expert Take
Our analysis shows Pipedrive's Quote CRM excels by embedding the quoting process directly into the sales workflow. Research indicates that the ability to auto-populate documents with CRM data significantly reduces manual entry errors. Based on documented features, the real-time tracking and e-signature integration allow sales teams to close deals faster without switching tools.
Pros
Auto-fills quotes with CRM data
Real-time document tracking
Built-in e-signature functionality
Visual pipeline integration
Included in Professional plans
Cons
Paid add-on for lower tiers
Basic CPQ capabilities
Limited customization fields
Support response times vary
No free plan (trial only)
This score is backed by structured Google research and verified sources.
Overall Score
9.8/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in Quote Generation Tools Integrated with CRM. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
8.8
Category 1: Product Capability & Depth
What We Looked For
We look for comprehensive quoting features like auto-population, e-signatures, and real-time tracking integrated with CRM data.
What We Found
Pipedrive's Smart Docs feature enables users to auto-fill quotes with CRM data, track document opens in real-time, and collect e-signatures directly within the deal view.
Score Rationale
The feature set is robust for SMB sales cycles but lacks the complex configuration logic (CPQ) found in enterprise-grade standalone tools.
Supporting Evidence
The feature supports Google Drive, Microsoft OneDrive, and SharePoint integrations for document storage. Pipedrive works with three providers: Google Drive, Microsoft OneDrive and SharePoint.
— support.pipedrive.com
Smart Docs allows users to auto-fill documents with Pipedrive data and track open status in real-time. Smart Docs allows you to: Autofill documents with Pipedrive data. Track open documents in real time. Sign documents electronically.
— pipedrive.com
AI-powered automation of quote creation, sending, and tracking documented in product features.
— pipedrive.com
9.3
Category 2: Market Credibility & Trust Signals
What We Looked For
We look for established market presence, high user ratings, and adoption by reputable companies.
What We Found
Pipedrive is a market leader with a 'Unicorn' status and consistently high ratings (4.5/5) across major review platforms like G2 and Capterra.
Score Rationale
The product holds a dominant market position with extensive positive user validation, justifying a top-tier credibility score.
Supporting Evidence
Pipedrive is recognized as a leading CRM for small to medium-sized businesses. Pipedrive is a sales-focused customer relationship management (CRM) platform designed to help small to medium-sized businesses.
— kdnuggets.com
Pipedrive holds a 4.5/5 rating on G2 based on over 2,400 reviews. G2 - 4.3/5 (2,445). Capterra - 4.5/5 (3047).
— breakcold.com
9.1
Category 3: Usability & Customer Experience
What We Looked For
We look for an intuitive interface, ease of setup, and seamless workflow integration for sales teams.
What We Found
The platform is renowned for its visual, drag-and-drop pipeline interface and ease of use, with Smart Docs integrated directly into the deal workflow.
Score Rationale
Its user-centric design and visual pipeline approach consistently outperform competitors in ease-of-use metrics.
Supporting Evidence
Smart Docs integration allows managing documents without leaving the Pipedrive deal view. The possibility to communicate with prospects, send proposals, and sign deals with an electronic signature easily and intuitively without leaving Pipedrive is convenient.
— destinationcrm.com
Users consistently praise the intuitive, visual pipeline interface. Pro 2: The visual pipeline is quite intuitive.
— zeeg.me
User-friendly interface highlighted in product documentation.
— pipedrive.com
8.5
Category 4: Value, Pricing & Transparency
What We Looked For
We look for clear pricing structures and competitive value, particularly regarding essential features vs. paid add-ons.
What We Found
Pricing is transparent, but Smart Docs is a paid add-on ($32.50/company/mo) for lower tiers, though included in Professional plans and above.
Score Rationale
While base plans are affordable, the additional cost for quoting features on lower tiers impacts the value proposition for very small teams.
Supporting Evidence
The feature is included at no extra cost in Professional and Enterprise plans. The full set of Smart Docs features with an unlimited number of electronic signatures is included free of charge in the Professional and Corporate plans.
— imanta.io
Smart Docs is an add-on costing $32.50 per company per month for Essential and Advanced plans. this starts at 3250 per company per month um again it says here if for the essential. and advanced subscriptions
— youtube.com
Offers flexible pricing with a free trial and premium plans starting at $12.50/month.
— pipedrive.com
9.0
Category 5: Integrations & Ecosystem Strength
What We Looked For
We look for seamless connections with major productivity tools and a robust marketplace of third-party apps.
What We Found
Pipedrive offers deep native integrations with Google Drive, OneDrive, and SharePoint, plus a marketplace with over 500 third-party applications.
Score Rationale
The extensive app marketplace and native storage integrations ensure it fits seamlessly into diverse technical ecosystems.
Supporting Evidence
Native integration with major cloud storage providers allows for seamless document management. Smart Docs is a new feature from Pipedrive that allows you to hook into an existing document storage service (Google Drive, SharePoint, OneDrive)
— marksgroup.net
Pipedrive integrates with over 500 apps and extensions. Expand the capabilities of Pipedrive with hundreds of apps and integrations.
— pipedrive.com
Seamless CRM integration documented in the official integrations directory.
— pipedrive.com
8.9
Category 6: Security, Compliance & Data Protection
What We Looked For
We look for secure e-signature protocols, audit trails, and compliance with data protection standards.
What We Found
The platform provides secure e-signatures with authentication codes, detailed audit trails, and compliance with major data protection laws.
Score Rationale
Robust security features for e-signatures and document tracking meet standard business compliance requirements.
Supporting Evidence
The system provides a detailed audit trail for signed documents. When everyone has signed the document, a PDF of the signed document and audit trail will be automatically emailed to all signers
— support.pipedrive.com
E-signature requests use authentication codes to verify signer identity. Signature requests require an authentication code. ... The signer must use this code to sign the document.
— support.pipedrive.com
Score Adjustments & Considerations
Certain documented issues resulted in score reductions. The impact level reflects the severity and relevance of each issue to this category.
Some users report that customer support response times can be slower and less effective compared to competitors like PandaDoc.
Impact: This issue had a noticeable impact on the score.
The quoting tool lacks advanced CPQ capabilities such as complex product bundling rules, dependency logic, or advanced configuration options found in specialized software.
Impact: This issue caused a significant reduction in the score.
Smart Docs is a paid add-on ($32.50/mo) for Essential and Advanced plans, which can significantly increase the monthly cost for small teams compared to the base seat price.
Impact: This issue caused a significant reduction in the score.
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.
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.
Best for teams that are
Solopreneurs and small businesses focused on 'next action' sales methodology
Users needing a simple, clutter-free tool to send quick email quotes
Skip if
Large sales teams needing complex CPQ or inventory management
Users requiring bulk emailing of quotes or advanced formatting
Expert Take
Research indicates this tool is optimized purely for speed, with documented tests showing quote generation in just 37 seconds. Our analysis highlights its seamless integration into the "Action Stream" workflow, allowing users to convert deal details into professional emails instantly without complex configuration. Based on documented features, it eliminates manual math by auto-calculating margins and totals directly from the product catalog.
Pros
Generates quotes in under 37 seconds
Free add-on for OnePageCRM users
Auto-calculates totals and margins
Seamless integration with QuickBooks and Xero
Pre-saved catalog items speed up creation
Cons
Not available for bulk email sending
Only admins can edit quote templates
Lacks advanced CPQ configuration rules
No native HTML email signature creator
Limited to OnePageCRM ecosystem
This score is backed by structured Google research and verified sources.
Overall Score
9.7/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in Quote Generation Tools Integrated with CRM. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
8.7
Category 1: Product Capability & Depth
What We Looked For
We evaluate the tool's ability to generate accurate quotes, handle calculations, and automate the proposal process efficiently.
What We Found
The tool generates quotes in approximately 37 seconds by pulling data directly from deal details, automatically calculating totals, margins, and commissions without manual input.
Score Rationale
The score is high due to its speed and automation of calculations, but capped at 8.7 because it lacks the complex configuration rules of full-scale CPQ software.
Supporting Evidence
It includes commission and margin calculations for deals. Automatically calculate your deal commissions and margin.
— onepagecrm.com
The system automatically sums up prices and amounts, eliminating manual math errors. No more typos. OnePageCRM automatically sums up prices and amounts.
— onepagecrm.com
Users can build and send a sales quote directly from the CRM in under 37 seconds. Send sales quotes in 37 seconds. ... Yes, we've timed it.
— onepagecrm.com
Real-time quote tracking and management capabilities outlined in official documentation.
— onepagecrm.com
Auto-generation of quotes and email integration documented in product features.
— onepagecrm.com
9.2
Category 2: Market Credibility & Trust Signals
What We Looked For
We assess user ratings, vendor reputation, and established trust within the SaaS industry.
What We Found
The parent platform holds a strong 4.7/5 rating on major review sites, with users consistently praising its reliability and support.
Score Rationale
A score of 9.2 reflects the high trust and excellent ratings of the parent OnePageCRM platform, which this tool is a native part of.
Supporting Evidence
Users report that the support team is superb and responsive. Support has been superb... Customer support is friendly and helpful.
— onepagecrm.com
OnePageCRM holds a 4.7 out of 5 star rating based on over 240 reviews. 4.7 out of 5 stars
— g2.com
9.4
Category 3: Usability & Customer Experience
What We Looked For
We look for ease of setup, intuitive design, and how quickly a user can achieve their primary goal.
What We Found
The tool is designed for extreme simplicity, requiring no onboarding and allowing users to send quotes immediately 'straight out of the box'.
Score Rationale
This category receives a near-perfect score because the tool's primary value proposition is its exceptional ease of use and lack of learning curve.
Supporting Evidence
The interface is designed to be clean, clutter-free, and action-focused. OnePageCRM is just so trim and usable - it's a breath of fresh air, without the feature bloat that plagues most programs.
— onepagecrm.com
The tool works immediately without complex setup or onboarding. Straight out of the box ... it works! Low cost to use and no cost to set up.
— g2.com
Seamless integration with major CRM systems enhances user experience.
— onepagecrm.com
9.5
Category 4: Value, Pricing & Transparency
What We Looked For
We analyze the cost relative to features, checking for hidden fees or expensive tiers.
What We Found
Quick Quotes is included as a free add-on for all OnePageCRM users, offering significant value without additional subscription fees.
Score Rationale
The score is exceptional because the tool is provided at no extra cost to subscribers, representing high value and transparency.
Supporting Evidence
There are no hidden fees associated with the add-on. Free add-ons. — No hidden fees.
— onepagecrm.com
Quick Quotes is a free add-on for OnePageCRM users. Quick Quotes is a free CRM add-on for easily sending sales quotes to clients and prospects.
— onepagecrm.com
Custom pricing model limits upfront cost visibility.
— onepagecrm.com
8.8
Category 5: Integrations & Ecosystem Strength
What We Looked For
We examine how well the tool connects with accounting software, email clients, and other business apps.
What We Found
It integrates seamlessly with QuickBooks and Xero for invoicing and supports full two-way email sync with Gmail and Outlook.
Score Rationale
A strong score of 8.8 is justified by robust accounting and email integrations, though it relies on the parent CRM for these connections.
Supporting Evidence
The tool supports full two-way email sync with major providers. Full (two-way) email sync. Connect your CRM to your email client provider and manage email communication straight from OnePageCRM.
— onepagecrm.com
Users can create QuickBooks invoices directly from the CRM. Create QuickBooks invoices straight from OnePageCRM with this seamless integration between sales and accounting.
— onepagecrm.com
Listed in the OnePageCRM marketplace for seamless CRM integration.
— onepagecrm.com
8.2
Category 6: Customization & Flexibility
What We Looked For
We assess the ability to modify templates, adjust branding, and tailor the tool to specific business needs.
What We Found
While users can customize variables and colors, there are strict permissions on who can edit templates, and HTML customization is limited.
Score Rationale
This is the lowest score because of the documented limitation that only admins can edit templates, restricting flexibility for standard users.
Supporting Evidence
Users cannot create HTML email signatures directly within the CRM. You cannot create HTML Email signatures in OnePageCRM.
— help.onepagecrm.com
Only account owners or administrators are permitted to edit the Quick Quotes template. However, only the account owner or administrator can edit the Quick Quotes template.
— help.onepagecrm.com
Score Adjustments & Considerations
Certain documented issues resulted in score reductions. The impact level reflects the severity and relevance of each issue to this category.
The tool lacks advanced features found in larger CRM platforms, such as deep reporting or complex automation rules.
Impact: This issue had a noticeable impact on the score.
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.
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.
AI-DRIVEN AUTOMATION
REAL-TIME ANALYTICS
Best for teams that are
MSPs and VARs needing PSA (ConnectWise/Autotask) and distributor integrations
Teams wanting a modern, cloud-based alternative to legacy quoting tools
Skip if
Businesses needing highly complex visual customization for proposals
Users requiring deep API integrations without potential metric issues
Expert Take
Our analysis shows Quoter effectively solves the 'quote-to-cash' bottleneck for MSPs by combining unlimited user pricing with real-time distributor integrations. Research indicates it significantly reduces manual data entry by syncing directly with major PSAs like ConnectWise and Autotask. While it trades some deep customization for simplicity, its verified SOC 2 and ISO 27001 certifications make it a secure, scalable choice for growing IT service providers.
Pros
Unlimited users on all plans
Real-time distributor pricing feeds
SOC 2 Type II & ISO 27001
Integrated contract management
Modern, intuitive web interface
Cons
Limited template visual customization
API creates quotes as drafts only
Native tax handling lacks automation
Reporting features are basic
Mandatory onboarding fees reported
This score is backed by structured Google research and verified sources.
Overall Score
9.4/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in Quote Generation Tools Integrated with CRM. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
8.7
Category 1: Product Capability & Depth
What We Looked For
We evaluate the breadth of quoting features, including distributor feeds, contract management, and e-signature capabilities tailored for MSPs.
What We Found
Quoter offers a robust cloud-native platform with real-time distributor integrations (Ingram, Synnex), contract management, and payment processing, though it lacks deep visual customization for templates compared to legacy tools.
Score Rationale
The score reflects strong core MSP functionality like live distributor pricing and contract workflows, but is capped by documented limitations in template customization and API depth.
Supporting Evidence
The platform supports real-time pricing and availability from major distributors like Ingram Micro and TD SYNNEX. distributor integrations show pricing and stock availability while you build the quote
— scalepad.com
Quoter includes Contract Management to create agreements from templates and track renewals. With Contract Management in Quoter, you can create new contract agreements from saved templates, track pending contracts, and manage renewals
— scalepad.com
Facilitates communication and reduces manual errors, enhancing sales productivity.
— scalepad.com
Automates quote generation and integrates with PSAs and CRMs, as documented on the official website.
— scalepad.com
9.2
Category 2: Market Credibility & Trust Signals
What We Looked For
We assess the vendor's industry standing, certifications, user base size, and financial stability.
What We Found
Acquired by ScalePad, a major player in the MSP space, Quoter is SOC 2 Type II and ISO 27001 certified, serving over 1,600 partners with $100B+ in quotes generated.
Score Rationale
The score is high due to strong backing by ScalePad, verified security certifications, and a significant volume of processed quotes, establishing it as a trusted industry solution.
Supporting Evidence
The platform has processed over 9 million quotes worth over $100 billion. Quoter Software has more than 1,500 partners across 28 countries and has sent over 9 million quotes worth over $100 billion.
— msptoday.com
Quoter is officially recognized as SOC 2 Type II compliant and ISO 27001 certified. Officially recognized as a SOC 2 Type II compliant and ISO 27001 certified product.
— scalepad.com
8.9
Category 3: Usability & Customer Experience
What We Looked For
We look for ease of setup, interface modernity, and user feedback regarding the daily quoting workflow.
What We Found
Users consistently praise the modern UI and ease of use compared to legacy competitors, though some power users find the simplicity restricts advanced visual customization.
Score Rationale
The score acknowledges the platform's intuitive design and 'ease of use' as a primary advantage, while noting that this simplicity can be a limitation for complex visual requirements.
Supporting Evidence
Users report the platform is 'hard to screw up' and simpler than competitors like ConnectWise CPQ. This is where Quoter excels — simple, clean, low-friction, hard to screw up.
— reddit.com
G2 reviews highlight 'Ease of Use' as a top pro, with users noting efficiency gains over spreadsheets. Users appreciate the ease of use of ScalePad Quoter, significantly improving efficiency and reducing errors in quoting.
— g2.com
May require training for effective use, as noted in product descriptions.
— scalepad.com
8.8
Category 4: Value, Pricing & Transparency
What We Looked For
We evaluate pricing models, transparency, and value for money relative to feature access.
What We Found
Quoter uses a unique 'unlimited users' pricing model starting at $149/mo, which offers high value for growing teams, though onboarding fees and base costs may be high for solo MSPs.
Score Rationale
The unlimited user model is a significant value driver for larger teams, justifying a strong score, though mandatory onboarding fees and monthly minimums prevent a perfect score.
Supporting Evidence
All plans include unlimited seats, distinguishing it from per-user pricing models. Team-based quote collaboration and approvals (with unlimited seats included for all plans)
— scalepad.com
Pricing starts at $149/month for the Basic plan and includes unlimited users. Basic - Unlimited Users $149.00 Per Month
— g2.com
Pricing starts at $99/month with enterprise options, offering flexibility for different business sizes.
— scalepad.com
9.0
Category 5: Integrations & Ecosystem Strength
What We Looked For
We examine the depth and quality of integrations with MSP-specific tools like PSAs, CRMs, and distributors.
What We Found
The platform integrates with 25+ tools including major PSAs (ConnectWise, Autotask), CRMs (HubSpot, Salesforce), and distributors, enabling automated data sync and live pricing.
Score Rationale
Excellent coverage of the core MSP tech stack (PSA/Distributors) warrants a high score, as these integrations are essential for the target audience's workflow automation.
Supporting Evidence
Integrations include payment gateways like FlexPoint for collecting payments upon quote acceptance. Quoter has further extended our payment options by adding an integration to FlexPoint
— scalepad.com
Quoter integrates with major PSAs like ConnectWise Manage to sync contacts and opportunities. Significantly reduce your time spent creating and tracking quotes by integrating with your PSA.
— scalepad.com
Integrates with multiple tools including PSAs, CRMs, and payment gateways, enhancing its ecosystem.
— scalepad.com
9.3
Category 6: Security, Compliance & Data Protection
What We Looked For
We verify security standards, compliance certifications, and data protection measures relevant to IT service providers.
What We Found
Quoter maintains rigorous security standards including SOC 2 Type II and ISO 27001 certifications, along with MFA enforcement, positioning it as a highly secure choice for MSPs.
Score Rationale
The presence of both SOC 2 Type II and ISO 27001 certifications is exceptional for this category, justifying a near-perfect score for security and compliance.
Supporting Evidence
The platform enforces Multi-Factor Authentication (MFA) for user access. ScalePad products allow the usage of multi-factor authentication (MFA) ... Administrators can also enforce MFA
— scalepad.com
ScalePad (parent company) holds ISO 27001 certification covering Quoter. Our SOC audit and ISO 27001 certificate covers ScalePad and the following products in our portfolio: ... Quoter.
— help.quoter.com
Security measures and compliance protocols are outlined in the product's documentation.
— scalepad.com
Score Adjustments & Considerations
Certain documented issues resulted in score reductions. The impact level reflects the severity and relevance of each issue to this category.
Native tax handling is manual for multiple jurisdictions; automated tax calculation requires third-party integrations like Avalara.
Impact: This issue caused a significant reduction in the score.
The API for quote creation has significant limitations, such as creating quotes in 'Draft' status only and lacking support for file attachments or custom fields.
Impact: This issue caused a significant reduction in the score.
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.
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.
SEAMLESS CRM SYNC
LIGHTNING FAST QUOTES
Best for teams that are
IT MSPs and VARs needing integrations with distributors like Ingram Micro
Businesses requiring complex pricing, procurement, and accounting workflows
Skip if
Teams wanting simple, design-heavy web proposals with zero learning curve
Users seeking a modern, lightweight cloud-native interface
Expert Take
Our analysis shows QuoteWerks dominates the MSP and VAR niche by solving a critical pain point: real-time distributor pricing and availability. Research indicates their unique concurrent licensing model offers significant cost savings compared to named-user subscriptions found in competitors like Salesforce CPQ. Based on documented features, the hybrid desktop/web deployment ensures power users retain robust functionality while offering remote flexibility.
Pros
Concurrent licensing model reduces costs
Real-time distributor pricing & availability
55+ integrations with CRM/PSA/Accounting
Automated procurement and purchasing workflows
QuoteValet for e-signatures and tracking
Cons
Interface feels dated and non-modern
Web version lacks full desktop parity
Steep learning curve for setup
Complex configuration for advanced features
Requires hybrid setup for some users
This score is backed by structured Google research and verified sources.
Overall Score
9.4/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in Quote Generation Tools Integrated with CRM. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
9.1
Category 1: Product Capability & Depth
What We Looked For
We evaluate the software's ability to handle complex quoting, proposal generation, and procurement workflows specifically for IT service providers and VARs.
What We Found
QuoteWerks offers deep CPQ functionality including real-time distributor pricing (Etilize), procurement management, and e-signature capabilities via QuoteValet, though some advanced features require a hybrid desktop/web setup.
Score Rationale
The score reflects the product's exceptional depth in niche-specific capabilities like real-time distributor lookups and procurement, which exceeds generalist CPQ tools.
Supporting Evidence
QuoteWerks provides a 'PartLocator' feature to supplement distributor data with product content like images and spec sheets. The QuoteWerks PartLocator... imports the full Ingram Micro parts list and supplements the information returned from Etilize.
— quotewerks.com
The platform supports real-time pricing and availability lookups from major distributors like Ingram Micro, TD SYNNEX, and D&H. QuoteWerks can search the distributor prices lists... get real-time pricing and warehouse availability... and ultimately you can place orders electronically.
— quotewerks.com
Real-time pricing updates and robust reporting capabilities are outlined in the product documentation.
— quotewerks.com
Documented integration with popular CRM systems like Salesforce and Zoho CRM enhances workflow efficiency.
— quotewerks.com
9.2
Category 2: Market Credibility & Trust Signals
What We Looked For
We assess the vendor's longevity, user base size, and reputation within the MSP and VAR communities.
What We Found
Founded in 1993, QuoteWerks is a veteran player with over 35,000 users in 101 countries and maintains a strong 4.5/5 rating across major review platforms.
Score Rationale
The company's 30+ year history and massive install base in the MSP sector justify a high credibility score, anchoring it as a market standard.
Supporting Evidence
The software maintains a 4.5 out of 5 star rating across major review sites like G2 and Capterra. There is a reason why QuoteWerks receives a 4.5 out of 5 star rating on review sites!
— quotewerks.com
QuoteWerks is used by over 35,000 active users worldwide in over 101 countries. QuoteWerks is used by over 35,000 active users worldwide in over 101 countries.
— quotewerks.com
8.4
Category 3: Usability & Customer Experience
What We Looked For
We examine the user interface design, ease of setup, and the learning curve for new users.
What We Found
While powerful, the interface is frequently described as 'dated' or 'outdated' by users, and the initial setup process can be complex compared to modern cloud-native alternatives.
Score Rationale
The score is penalized below 8.7 due to consistent user feedback regarding the dated interface and steep learning curve, despite the software's functional power.
Supporting Evidence
New users often face a complex setup process that is time-consuming to navigate initially. Users often face a complex setup process that can be time-consuming and challenging to navigate initially.
— g2.com
Users consistently cite the interface design as 'poor' or 'dated' in negative reviews. Users find the interface design poor, noting it feels outdated and hampers navigation and setup efficiency.
— g2.com
Initial setup requirements are documented, indicating a learning curve for new users.
— quotewerks.com
9.4
Category 4: Value, Pricing & Transparency
What We Looked For
We analyze the pricing model, transparency of costs, and flexibility of licensing terms.
What We Found
QuoteWerks uses a highly favorable 'concurrent licensing' model, allowing unlimited named users while only charging for active simultaneous users, which offers significant savings.
Score Rationale
The concurrent licensing model is a standout value proposition that significantly reduces total cost of ownership compared to per-seat competitors, justifying a high score.
Supporting Evidence
Subscription plans are transparently listed, starting at $50/month for the Essential edition. ESSENTIAL $50.00 1 Concurrent User Per Month.
— quotewerks.com
Pricing is based on concurrent users rather than named users, allowing teams to share licenses. With QuoteWerks, you only pay for concurrent users...not every employee who might ever use the software.
— quotewerks.com
9.5
Category 5: Integrations & Ecosystem Strength
What We Looked For
We evaluate the breadth and depth of connections with CRMs, PSAs, accounting software, and distributors.
What We Found
The platform boasts over 55 integrations, including deep links with ConnectWise, Autotask, Salesforce, QuickBooks, and major IT distributors, making it a central hub for IT sales.
Score Rationale
This category achieves a near-perfect score because the sheer volume and depth of industry-specific integrations (especially distributors and PSAs) are unmatched in this niche.
Supporting Evidence
It supports seamless integrations with major PSAs like ConnectWise and Autotask. QuoteWerks seamlessly integrates with the most powerful CRM/PSA and accounting systems... including HubSpot, Salesforce, ConnectWise, Autotask...
— quotewerks.com
QuoteWerks integrates with over 55 solutions including CRM, Accounting, and Distributors. What sets QuoteWerks apart is its 55+ integrations with CRM, Accounting, Distributors, FedEx/UPS, Leasing, Sales Tax...
— quickbooks.intuit.com
Listed integrations with accounting systems like QuickBooks enhance financial management.
— quotewerks.com
8.8
Category 6: Security, Compliance & Data Protection
What We Looked For
We check for security certifications, granular access controls, and compliance support for standards like HIPAA and GDPR.
What We Found
QuoteWerks provides granular security controls, HIPAA compliance support features, and GDPR alignment, though the software itself relies on the hosting environment (e.g., Azure) for SOC 2 coverage.
Score Rationale
The score is strong due to robust internal access controls and compliance features, but slightly capped because SOC 2 certification applies to the hosting provider rather than the software application itself.
Supporting Evidence
The company has implemented specific measures and policy updates to ensure GDPR compliance. Our preparation and objectives for GDPR compliance... include the development and implementation of new data protection roles, policies, procedures, controls and measures.
— capturewerks.com
Administrators can enforce granular access rights, hiding specific menus and limiting document access. The administrator can prevent a user from creating, modifying, or deleting templates, products, contacts... Hiding these menus from the user prevents them from having access.
— quotewerks.com
Comprehensive support and training resources are outlined in the official support documentation.
— quotewerks.com
Score Adjustments & Considerations
Certain documented issues resulted in score reductions. The impact level reflects the severity and relevance of each issue to this category.
The initial setup and configuration process is described as complex and time-consuming by new users.
Impact: This issue caused a significant reduction in the score.
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.
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.
CUSTOMIZABLE TEMPLATES
Best for teams that are
SMBs needing an easy-to-use, customizable CRM with offline mobile access
Non-technical sales teams requiring simple quote generation
Skip if
Enterprises needing complex analytics or modern UI design
Users requiring extensive third-party integrations out of the box
Expert Take
Our analysis shows that Claritysoft excels at simplifying the 'Quote-to-Cash' process for SMBs by embedding robust quoting capabilities directly into the CRM. Research indicates that its ability to convert quotes into sales orders and invoices within a single platform eliminates the need for disjointed tools. Based on documented features, the high degree of customization for templates and fields allows businesses to tailor the experience without complex coding.
Pros
Generates professional quotes in minutes
Converts quotes to sales orders easily
Highly customizable templates and fields
Centralized tracking of active quotations
Affordable pricing includes quoting module
Cons
User interface feels dated to some
Mobile app lacks advanced desktop features
Quote builder tool needs modernization
Advanced reporting options are limited
Email marketing sync has limitations
This score is backed by structured Google research and verified sources.
Overall Score
9.3/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in Quote Generation Tools Integrated with CRM. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
8.7
Category 1: Product Capability & Depth
What We Looked For
We evaluate the breadth of quoting features, including price book integration, CPQ functionality, and the ability to convert quotes to orders.
What We Found
Claritysoft offers a native Price Quotations module that integrates with product price books, supports custom line items, and allows for one-click conversion of approved quotes into sales orders and invoices.
Score Rationale
The product covers essential quote-to-cash needs effectively for SMBs, though some users note the quote builder tool itself could use modernization compared to standalone CPQ solutions.
Supporting Evidence
Users can add products and services directly from a price book or type custom line items into the quotation. Add products and services directly from a price book. Type custom line items directly into the quotation.
— claritysoft.com
The system allows for the conversion of opportunities and quotes directly into sales orders to streamline the sales process. Easily convert opportunities and quotes into sales orders, streamlining the sales process from start to finish.
— claritysoft.com
Users can generate professional price quotes in minutes and track all active quotations in a single intuitive view. Generate a professional price quote in minutes. Track all your active quotations in a single intuitive view.
— claritysoft.com
Customizable quote templates and real-time tracking documented in official product features.
— claritysoft.com
9.2
Category 2: Market Credibility & Trust Signals
What We Looked For
We look for user reviews, industry ratings, and longevity in the market to assess reliability and trust.
What We Found
Claritysoft holds strong ratings across major review platforms like G2 and Capterra, frequently cited as a top choice for SMBs due to its focus on usability and customer support.
Score Rationale
With high user satisfaction scores (often 4.4/5 or higher) and a reputation for excellent support, the product demonstrates strong market credibility, particularly in the SMB sector.
Supporting Evidence
Users praise the customer service as excellent and always ready to assist. Claritysoft platform is easy to use and the customer service is excellent, always ready to assist me with any questions
— softwarefinder.com
Reviewers on G2 consistently rate Claritysoft highly for ease of use and support, with an average score around 4.4/5. Overall Rating Based on 103 users reviews 4.4.
— softwarefinder.com
Recognized by industry publications for its integration capabilities.
— businessnewsdaily.com
8.9
Category 3: Usability & Customer Experience
What We Looked For
We assess the ease of navigation, interface design, and learning curve for new users creating quotes.
What We Found
The platform is widely praised for being user-friendly and easy to learn, although some long-term users report the interface feels slightly dated compared to modern competitors.
Score Rationale
While the 'dated' UI is a noted drawback, the high ease-of-use scores and 'no-code' customization capabilities keep the overall experience score high.
Supporting Evidence
The interface is designed to be intuitive, improving user adoption rates for small businesses. The software is easy and fast to set up and is built with an intuitive interface that improves user adoption rates.
— business-software.com
Users find the platform very user-friendly and easy to navigate after a short learning curve. It took me a little while to learn the system but once I got comfortable, I really enjoyed how user-friendly it is.
— softwarefinder.com
Potential learning curve noted for less tech-savvy users, as mentioned in product reviews.
— pcmag.com
8.5
Category 4: Value, Pricing & Transparency
What We Looked For
We evaluate pricing tiers, hidden costs, and the inclusion of quoting features in base plans.
What We Found
Pricing is transparent and competitive, starting at $49/user/month, with the Price Quotations module included in all main plans (Professional, Accelerator, Enterprise).
Score Rationale
The inclusion of quoting features in the base 'Professional' plan offers excellent value, though advanced workflow automation requires higher tiers.
Supporting Evidence
Pricing tiers are clearly defined as Professional ($49), Accelerator ($59), and Enterprise ($69). Professional $49 / Month... Accelerator $59 / Month... Enterprise $69 / Month
— claritysoft.com
The Price Quotations feature is included in the Professional plan, which starts at $49 per user/month. Included in all plans… Account & Contact Management... Price Quotations
— claritysoft.com
We examine the ability to customize quote templates, fields, and branding to match specific business needs.
What We Found
Claritysoft provides a robust template builder that allows users to create custom-branded quotation templates, modify line items, and adjust layouts without coding.
Score Rationale
The ability to extensively customize templates and fields without technical expertise is a standout feature, earning a score of 9.0.
Supporting Evidence
The platform supports custom line items and specific price book entries to align with unique business offerings. Easily tailor the quotation module to align with your unique pricing structure, accommodating custom line items and specific price book entries.
— claritysoft.com
Users can customize the quotations module to fit unique pricing structures and create polished, branded price quotes. Customize the quotations module for your unique quoting and proposal process. ... Create polished price quotes for consistent and professional delivery.
— claritysoft.com
Easy integration with CRM systems documented in product specifications.
— claritysoft.com
8.8
Category 6: Sales Automation & Workflow
What We Looked For
We look for automation capabilities that streamline the quote-to-cash process, such as auto-converting quotes or triggering follow-ups.
What We Found
The system supports workflow automation to update fields, send notifications, and convert accepted quotes into sales orders, streamlining the post-quote process.
Score Rationale
Strong automation features facilitate the transition from quote to cash, although the number of workflow rules is capped on lower pricing tiers.
Supporting Evidence
The system enables the conversion of opportunities and quotes into sales orders to streamline the entire sales process. Easily convert opportunities and quotes into sales orders, streamlining the sales process from start to finish.
— claritysoft.com
Workflow automation can automatically update fields, send emails, and assign tasks based on business rules. Automatically update fields, send emails, notify team members, and assign tasks according to your workflow business rules.
— claritysoft.com
Scalable for businesses of all sizes as outlined in product documentation.
— claritysoft.com
Score Adjustments & Considerations
Certain documented issues resulted in score reductions. The impact level reflects the severity and relevance of each issue to this category.
Some users have specifically noted that the quote builder tool 'could use a good update,' suggesting it may lag behind standalone CPQ tools in modernity.
Impact: This issue had a noticeable impact on the score.
The mobile application is reported to lack the full depth of features found in the desktop version, with some users finding it 'basic' for complex tasks.
Impact: This issue caused a significant reduction in the score.
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.
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.
Best for teams that are
Service-based small businesses and entrepreneurs like coaches or consultants
Users needing strong sales and marketing automation with integrated payments
Skip if
Large enterprises with massive contact lists due to steep pricing tiers
Startups on a shoestring budget as plans start around $149-$249/month
Expert Take
Our analysis shows Keap stands out for its seamless 'Quote-to-Cash' workflow, which integrates CRM data directly into the financial transaction process. Unlike basic quoting tools, Keap allows users to trigger complex automation sequences based on specific client actions—such as viewing a quote or making a partial payment. Research indicates this level of integration significantly reduces manual follow-up for service-based businesses.
Pros
Seamless quote-to-invoice conversion
Advanced 'when-then' automation triggers
Built-in payment processing integration
Dedicated customer success manager included
Drag-and-drop sales pipeline builder
Cons
High starting price ($249+/mo)
Mandatory onboarding/coaching fees
Steep contact-based pricing scaling
Limited advanced reporting capabilities
No free plan available
This score is backed by structured Google research and verified sources.
Overall Score
9.2/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in Quote Generation Tools Integrated with CRM. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
8.7
Category 1: Product Capability & Depth
What We Looked For
We evaluate the completeness of the CRM and quote management features, specifically looking for seamless transitions from proposal to payment and automation capabilities.
What We Found
Keap integrates CRM, quotes, and invoicing into a single workflow where quotes can be accepted via a button and instantly converted to invoices. The platform supports advanced automation triggers based on quote status (sent, viewed, accepted), though it lacks some advanced reporting features found in enterprise competitors.
Score Rationale
The score is high due to the robust all-in-one nature of the quote-to-cash workflow, but capped at 8.7 because of documented limitations in reporting depth and sales funnel customization.
Supporting Evidence
Users report limitations in reporting and analytics capabilities compared to other platforms. Limited reporting and analytics capabilities.
— techradar.com
Automation sequences can be triggered automatically when a quote is sent, viewed, or accepted. Yes, you can use the Quote Status goal to trigger automation when quotes are sent, viewed, and accepted.
— keap.com
Quotes can be accepted via a button and converted to an invoice with one click. In Keap, quotes have the ability to be accepted through an 'accept quote' button and 'converted to an invoice.'
— keap.com
Offers automated sales pipeline management, as outlined in the product features on the official website.
— keap.com
Documented in official product documentation, Keap integrates quote management with CRM functionalities to streamline sales processes.
— keap.com
9.2
Category 2: Market Credibility & Trust Signals
What We Looked For
We assess the vendor's longevity, user base size, and industry recognition to ensure long-term reliability for business-critical operations.
What We Found
Formerly Infusionsoft, Keap is a veteran in the SMB automation space with over 200,000 users and consistent recognition as a G2 Leader. While it has a strong market presence, recent mixed reviews regarding support and billing policies slightly impact the perfect score.
Score Rationale
A score of 9.2 reflects its status as an established industry leader (20+ years) and G2 recognition, balanced against recent friction in customer sentiment on review platforms.
Supporting Evidence
Recognized as a Leader in G2 Spring 2024 Reports for CRM and Marketing Automation. Keap has been recognized as a leader in four reports, six as a high performer and one as fastest implementation.
— keap.com
Keap serves more than 200,000 users globally. Today, the pioneer of CRM and marketing automation software for small business serves more than 200000 users globally
— youtube.com
8.9
Category 3: Usability & Customer Experience
What We Looked For
We examine the ease of use for non-technical users, particularly in building automations and managing the sales pipeline.
What We Found
Keap offers a modern, intuitive interface with drag-and-drop builders for automations and pipelines, a significant upgrade from its legacy software. However, users still note a learning curve for advanced features and occasional friction with support responsiveness.
Score Rationale
The 8.9 score acknowledges the highly rated user interface and mobile app utility, while accounting for the complexity inherent in its advanced automation features.
Supporting Evidence
Users appreciate the intuitive UI but note it can be complicated for new users. It's intuitive to use. It's an all-in-one package... Additionally, it can be complicated for new users.
— g2.com
The platform features a drag-and-drop automation builder that simplifies complex workflow creation. I was impressed by the ease with which I could set up complex automation sequences using the drag-and-drop workflow builder.
— techradar.com
Offers a free trial to help users acclimate to the platform, as stated on the official pricing page.
— keap.com
8.5
Category 4: Value, Pricing & Transparency
What We Looked For
We analyze the pricing structure, hidden costs, and overall value proposition for small businesses scaling their operations.
What We Found
Keap positions itself as a premium product with a high starting price (~$249/mo) and mandatory onboarding fees. While it offers an 'all-in-one' value, the contact-based pricing tiers scale steeply, which can be a barrier for smaller businesses or those with large, low-value lists.
Score Rationale
The score is 8.5 because while the tool replaces multiple subscriptions, the mandatory onboarding fees and steep contact scaling create a lower perceived value for price-sensitive startups.
Supporting Evidence
Additional users cost extra, and contact tiers increase the monthly price significantly. Each extra user will cost $35 per month... Pricing increases as your database grows.
— business.com
Pricing starts around $249/month for 1,500 contacts and includes mandatory onboarding fees. Keap's pricing starts at $249 monthly... Keap mandates expert coaching packages ranging from $499 to over $2,000.
— sender.net
Pricing starts at $79/month with enterprise options available, providing flexibility for different business sizes.
— keap.com
9.0
Category 5: Sales Automation & Workflow
What We Looked For
We look for specific automation capabilities that streamline the sales process from quote generation to final payment collection.
What We Found
Keap excels here by allowing automation triggers at every stage of the quote lifecycle (sent, viewed, accepted, paid). This 'Quote-to-Cash' automation reduces manual follow-up and ensures deals move through the pipeline without human intervention.
Score Rationale
A strong 9.0 score is awarded for the depth of its 'when-then' automation logic which specifically targets the quoting and invoicing lifecycle, a standout feature for this niche.
Supporting Evidence
The system automatically follows up with leads who haven't accepted quotes yet. Let Keap automatically follow up with leads who haven't accepted the quote yet, so you can move deals along faster.
— keap.com
Automation can be triggered when a lead moves sales stages or interacts with a quote. Trigger quote and invoice email sequences automatically when you move a lead from one sales stage to the next.
— keap.com
8.8
Category 6: Support & Onboarding Ecosystem
What We Looked For
We evaluate the availability and quality of training resources, coaching, and direct support to ensure user success.
What We Found
Keap provides extensive resources including a dedicated Customer Success Manager, US-based phone support, and a vast library of webinars. However, the mandatory paid coaching model is a double-edged sword—ensuring success but at a high mandatory cost.
Score Rationale
The score of 8.8 reflects the high quality of available resources and dedicated success managers, slightly penalized by the fact that expert coaching is a mandatory paid add-on rather than included.
Supporting Evidence
New customers are required to purchase an implementation package. New customers are also required to purchase an implementation package, with onboarding options starting around $1,500.
— saleshive.com
Plans include a dedicated customer success manager to assist with setup. All Keap plans include access to a customer success manager, U.S.-based phone support and 24/7 chat support
— businessnewsdaily.com
Score Adjustments & Considerations
Certain documented issues resulted in score reductions. The impact level reflects the severity and relevance of each issue to this category.
Recent user reviews indicate frustration with support responsiveness and difficulties in cancelling contracts or resolving billing disputes.
Impact: This issue caused a significant reduction in the score.
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.
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.
ROBUST REPORTING
Best for teams that are
Home service providers like lawn care and pressure washing businesses
Solo operators needing map-based quoting and scheduling
Skip if
Large multi-crew operations needing advanced dispatching
Businesses outside the home service industry
Expert Take
Our analysis shows QuoteIQ excels for solo operators and small crews who need to quote fast and manage jobs from a truck. Research indicates that features like MapMeasure Pro and QuoteIQ Cam solve immediate field pain points better than generic CRMs. However, based on documented pricing structures, growing businesses should be aware that essential integrations like QuickBooks are locked behind the highest pricing tier.
Pros
MapMeasure Pro enables remote satellite property measurement
Mobile-first design optimized for field technicians
Review Multiplier automates Google review requests
InstaQuote allows customers to self-quote online
Significantly lower entry price than Jobber
Cons
QuickBooks sync only on expensive Elite plan
Banned from major industry forums for marketing ethics
Reporting lacks deep customization options
Desktop interface is just a mobile mirror
Inventory management is basic
This score is backed by structured Google research and verified sources.
Overall Score
9.1/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in Quote Generation Tools Integrated with CRM. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
8.7
Category 1: Product Capability & Depth
What We Looked For
We evaluate the breadth of features for field service management, including estimating, scheduling, and CRM capabilities.
What We Found
QuoteIQ offers a robust suite including MapMeasure Pro for remote quoting, QuoteIQ Cam for inspections, and InstaQuote for customer self-service, though advanced accounting sync is restricted.
Score Rationale
The feature set is highly specialized for home services, but the restriction of QuickBooks integration to the highest tier limits depth for smaller users.
Supporting Evidence
QuickBooks integration is only available on the Elite plan ($188.99/mo) and above. Quickbooks Sync... Elite Features... ✓
— myquoteiq.com
InstaQuote automates the quoting process by allowing customers to self-quote on services. InstaQuote automates your quoting process, allowing customers to self-quote on all of your services.
— myquoteiq.com
MapMeasure Pro allows remote property measurement using satellite imagery to calculate square footage. Measure properties remotely using satellite imagery. Calculate square footage for roofs, driveways, lawns, and more.
— myquoteiq.com
Features precise property measurement for quotes, enhancing accuracy and efficiency in service delivery.
— myquoteiq.com
Documented in official product documentation, QuoteIQ integrates CRM functionalities with advanced quote generation tools, streamlining customer management and scheduling.
— myquoteiq.com
8.4
Category 2: Market Credibility & Trust Signals
What We Looked For
We assess user reviews, founder reputation, and community standing within the home service industry.
What We Found
While the app boasts high ratings on app stores, the company has faced significant controversy and bans within key industry communities for marketing practices.
Score Rationale
High app store ratings are offset by documented bans from major industry forums due to unethical marketing tactics, impacting overall trust.
Supporting Evidence
QuoteIQ was banned from the r/pressurewashing subreddit for using shill accounts and making legal threats. QuoteIQ is banned from this subreddit... They have been the worst offender when it comes to creating shill accounts to comment speaking its praises.
— reddit.com
The app has a 4.7-star rating with over 2,400 reviews on the App Store. App Store (2,401 Reviews). 4.7.
— myquoteiq.com
8.9
Category 3: Usability & Customer Experience
What We Looked For
We look for mobile-first design, ease of use in the field, and quality of customer support.
What We Found
The platform is built mobile-first, ensuring excellent field usability, with a desktop experience that mirrors the mobile app for consistency.
Score Rationale
The mobile-first approach is ideal for field technicians, though the lack of a distinct, data-dense desktop interface may be a minor drawback for office managers.
Supporting Evidence
Users praise the interface for being user-friendly and easy to navigate. One of the things I love most about 'Quote IQ' is its user-friendly interface. It's so easy to navigate...
— apps.apple.com
The desktop version is a mirror image of the mobile app to ensure consistent workflows. Today, the web-based version is a mirror image of the mobile app... No reduced or 'limited' admin view.
— myquoteiq.com
Streamlined scheduling and payment tracking features enhance user experience, as documented on the official site.
— myquoteiq.com
9.1
Category 4: Value, Pricing & Transparency
What We Looked For
We analyze pricing tiers, hidden fees, and value relative to competitors like Jobber or Housecall Pro.
What We Found
QuoteIQ offers competitive pricing starting at $29.99/mo, significantly undercutting major competitors for essential features.
Score Rationale
The pricing is highly competitive for the feature set, providing exceptional value for solo operators, though the jump to the Elite tier for integrations is steep.
Supporting Evidence
QuoteIQ positions itself as a lower-cost alternative to Jobber, which can cost up to $700/mo. Jobber True Monthly Cost $700 /mo.
— myquoteiq.com
The Beginner plan starts at $29.99/month, while the Pro plan is $98.99/month. Beginner $29.99 /mo... Pro $98.99 /mo
— myquoteiq.com
Pricing requires custom quotes, limiting upfront cost visibility, though a free trial is available.
— myquoteiq.com
9.3
Category 5: Mobile-First Field Management
What We Looked For
We evaluate tools specifically designed for on-site efficiency, such as remote measurement and inspection documentation.
What We Found
Features like MapMeasure Pro and QuoteIQ Cam allow users to quote and document jobs entirely from their phones with high precision.
Score Rationale
The integration of satellite measuring and inspection cameras directly into the mobile workflow sets a high standard for field efficiency.
Supporting Evidence
QuoteIQ Cam allows for photo documentation with before/after editing capabilities. QuoteIQ Cam... Professional photo documentation with before/after editor
— myquoteiq.com
MapMeasure Pro enables remote quoting by measuring square footage via satellite imagery. The integrated map measuring tool gives you the ability to quote jobs from wherever you are by measuring the square footage of the property.
— myquoteiq.com
9.0
Category 6: Marketing & Growth Automation
What We Looked For
We assess features that directly drive revenue, such as review management, lead capture, and automated follow-ups.
What We Found
The Review Multiplier and InstaQuote features automate reputation management and lead conversion, directly contributing to business growth.
Score Rationale
Automating Google reviews and allowing customer self-quoting are powerful growth levers that justify a high score in this category.
Supporting Evidence
InstaSchedule allows customers to book their own service dates based on real-time availability. With QuoteIQ's InstaSchedule, customers can even book themselves online, which reduces phone tag.
— myquoteiq.com
Review Multiplier automatically sends review requests to customers after invoice payment. Our review multiplier redirects your customers to your review link after paying their invoice... My chances of getting reviews shot up by 64%.
— myquoteiq.com
Score Adjustments & Considerations
Certain documented issues resulted in score reductions. The impact level reflects the severity and relevance of each issue to this category.
Users report that the reporting features offer limited customization, which restricts adaptation to specific industry needs.
Impact: This issue had a noticeable impact on the score.
The company was banned from the r/pressurewashing subreddit for using 'shill accounts' to manipulate discussions and making legal threats against critics.
Impact: This issue resulted in a major score reduction.
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.
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.
STREAMLINED WORKFLOW
ENHANCED COMMUNICATION
Best for teams that are
Sales teams prioritizing design-rich proposals and e-signatures
Businesses needing document tracking and analytics
Skip if
IT resellers needing real-time distributor pricing (Ingram/Tech Data)
Complex manufacturing requiring deep CPQ logic
Expert Take
Our analysis shows PandaDoc successfully bridges the gap between simple document signing and complex CPQ software. Research indicates its standout value lies in the 'embedded' CRM integrations, allowing sales reps to generate error-free quotes without leaving Salesforce or HubSpot. Based on documented features, the combination of HIPAA compliance and interactive pricing tables makes it uniquely suited for growing teams that need both security and sales velocity.
Pros
Native CRM integrations (Salesforce, HubSpot)
Robust CPQ with bundles & rules
SOC 2 Type II & HIPAA compliant
Intuitive drag-and-drop document editor
Free eSign plan available
Cons
CPQ features require higher tiers
Complex formatting can be difficult
Phone support limited to premium
Editing sent documents is restricted
API access costs extra
This score is backed by structured Google research and verified sources.
Overall Score
8.8/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in Quote Generation Tools Integrated with CRM. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
8.7
Category 1: Product Capability & Depth
What We Looked For
We evaluate the software's ability to handle complex quoting needs, including product bundling, pricing rules, and interactive document generation.
What We Found
PandaDoc provides robust CPQ capabilities allowing administrators to create bundles, pre-defined rulesets, and volume-based pricing directly within quotes. It supports interactive pricing tables where customers can select options and quantities, automatically updating totals. The platform includes a drag-and-drop editor for creating professional proposals that pull data directly from CRMs.
Score Rationale
The score is high due to strong CPQ features like bundling and rulesets, though it falls short of a perfect score because advanced CPQ features are gated to higher tiers.
Supporting Evidence
Users can create interactive quotes where customers select options and quantities, with totals updating in real-time. Offer multiple pricing solutions, optional add-ons, and dynamic product configurations — all in a single document.
— pandadoc.com
The platform supports dynamic pricing rules and click-to-add order creation to maintain accuracy during negotiation. PandaDoc CPQ offers dynamic pricing rules and click-to-add order creation, so every quote remains accurate during negotiation.
— pandadoc.com
PandaDoc CPQ allows administrators to create bundles and pre-defined rulesets to ensure all necessary components are included. PandaDoc CPQ allows administrators to create bundles and pre-defined rulesets, ensuring that all necessary components are included during the quoting process.
— pandadoc.com
eSignature capabilities are included, allowing for complete proposal management within the platform.
— pandadoc.com
Documented in official product documentation, PandaDoc supports dynamic pricing tables and CRM data integration for accurate quote generation.
— pandadoc.com
9.2
Category 2: Market Credibility & Trust Signals
What We Looked For
We assess the vendor's market presence, financial stability, user base size, and industry recognition.
What We Found
PandaDoc has achieved 'Unicorn' status with a valuation over $1 billion and reports $100 million in Annual Recurring Revenue (ARR). The platform serves over 56,000 customers globally. It holds major industry certifications including SOC 2 Type II and HIPAA compliance, signaling high reliability and trust for enterprise use.
Score Rationale
A score of 9.2 reflects its status as a market leader with significant revenue ($100M ARR) and a massive user base, establishing it as a highly credible vendor.
Supporting Evidence
The company achieved a $1 billion valuation following its Series C funding round. PandaDoc reached a $1 billion valuation following its funding round in September 2021.
— sacra.com
PandaDoc has reached $100 million in Annual Recurring Revenue (ARR) and serves over 56,000 customers. PandaDoc... is thrilled to announce that it has achieved a significant milestone of $100 million in Annual Recurring Revenue (ARR)... empowered over 56,000 customers.
— pandadoc.com
8.9
Category 3: Usability & Customer Experience
What We Looked For
We analyze user feedback regarding ease of use, interface design, and the quality of customer support.
What We Found
Users consistently praise the intuitive drag-and-drop interface and ease of onboarding. However, some reviews note difficulties with complex formatting and editing documents after they have been sent. While standard support is available 24/7 via chat/email, phone support is restricted to a premium add-on, which impacts the experience for lower-tier users.
Score Rationale
The score is anchored at 8.9 because while the core interface is highly rated for simplicity ('smooth like butter'), the lack of standard phone support and some formatting rigidity prevent a higher score.
Supporting Evidence
Some users struggle with complex formatting and editing difficulties. Users face editing difficulties in PandaDoc, struggling with complex formatting and needing to re-upload documents for changes.
— g2.com
Users value the ease of use, finding document updates and signature collection straightforward. Users value the ease of use in PandaDoc, finding document updates and signature collection straightforward and efficient.
— g2.com
Offers customizable templates and real-time analytics for streamlined user experience.
— pandadoc.com
8.5
Category 4: Value, Pricing & Transparency
What We Looked For
We evaluate the pricing structure, transparency of costs, and the value provided relative to the feature set.
What We Found
PandaDoc offers a Free eSign plan and paid tiers starting at $19/user/month. However, critical CPQ features like Salesforce integration and advanced quoting rules are often gated behind the Business ($49/user/month) or Enterprise plans. API access also requires a separate package or higher tier.
Score Rationale
An 8.5 reflects a solid value proposition for basic needs, but the gating of essential CPQ and integration features behind higher-cost plans limits value for smaller teams needing those specific tools.
Supporting Evidence
CPQ features and Salesforce integration are not included in the Starter plan. Everything in Business, plus: CPQ (configure, price, quote)*... CRM integrations*.
— pandadoc.com
Paid plans start at $19/month for Essentials and $49/month for Business, with a Free eSign plan available. Essentials: $19 USD Seat cost per month... Business: $49 USD Seat cost per month... Free: $0 USD Per month.
— pandadoc.com
Pricing starts at $19/month with a free plan available, providing flexible options for different business sizes.
— pandadoc.com
9.0
Category 5: Integrations & Ecosystem Strength
What We Looked For
We assess the depth and breadth of integrations with CRMs, payment gateways, and other business tools.
What We Found
The platform offers deep, native integrations with major CRMs like Salesforce, HubSpot, and Pipedrive, allowing for two-way data sync. It also integrates with payment processors (Stripe, PayPal, QuickBooks) to collect payments directly within documents. API access is available for custom needs.
Score Rationale
Scoring 9.0, the integration ecosystem is strong, particularly the 'embedded' experience in CRMs, though API access being an Enterprise/add-on feature prevents a perfect score.
Supporting Evidence
Users can collect payments via Stripe, PayPal, and other gateways directly inside documents. Get paid the instant your client signs a deal when you enable electronic payments... Stripe... PayPal.
— pandadoc.com
PandaDoc offers embedded integrations with Salesforce, HubSpot, and Pipedrive. PandaDoc offers embedded integrations with critical tools like Hubspot, Saleforce and Pipedrive so you can automatically import accurate customer data.
— pandadoc.com
Listed in the company’s integration directory, PandaDoc integrates with major CRMs like Salesforce and HubSpot.
— pandadoc.com
9.4
Category 6: Security, Compliance & Data Protection
What We Looked For
We examine the product's adherence to industry security standards, data encryption, and compliance certifications.
What We Found
PandaDoc demonstrates exceptional security standards, holding SOC 2 Type II certification and compliance with HIPAA, GDPR, and CCPA. Services are hosted on AWS with robust encryption. This level of compliance is a strong differentiator for healthcare and enterprise clients.
Score Rationale
A score of 9.4 is justified by the comprehensive suite of certifications (SOC 2, HIPAA, GDPR) which exceeds the standard for many SaaS quoting tools.
Supporting Evidence
The platform is hosted on Amazon AWS and leverages its security infrastructure. PandaDoc services are hosted on the Amazon AWS platform... AWS infrastructure has been architected to be one of the most flexible and secure.
— pandadoc.com
PandaDoc is SOC 2 Type II certified and HIPAA compliant. PandaDoc is SOC 2 Type 2 certified... PandaDoc is compliant with HIPAA and the Privacy Rule.
— pandadoc.com
SOC 2 compliance outlined in published security documentation, ensuring data protection.
— pandadoc.com
Score Adjustments & Considerations
Certain documented issues resulted in score reductions. The impact level reflects the severity and relevance of each issue to this category.
Phone support is not included in standard plans and is only available as part of a paid Premium Support add-on.
Impact: This issue had a noticeable impact on the score.
Users report difficulties with complex formatting and editing documents after they have been sent, often requiring a re-upload or restart of the process.
Impact: This issue caused a significant reduction in the score.
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.
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.
DYNAMIC PRICING
ENTERPRISE READY
Best for teams that are
Distributors and manufacturers already using Microsoft Dynamics 365
Companies with complex product configurations and bundles
Skip if
Small businesses not using the Microsoft Dynamics ecosystem
Simple service businesses needing a lightweight quoting tool
Expert Take
Our analysis shows Quote Manager CPQ stands out for its architectural purity—it is 100% native to Dynamics 365, ensuring no data ever leaves your tenant. Research indicates this eliminates the synchronization errors common with external CPQ platforms. While it lacks the review volume of larger competitors, its documented ability to handle 100,000+ SKUs and complex cost-plus pricing at a fraction of the cost of enterprise tools makes it a high-value option for Dynamics-centric organizations.
Pros
100% Native to Dynamics 365
Low cost (~£19.50/user/month)
No external data storage required
Drag-and-drop quote layout editor
Supports 100,000+ product SKUs
Cons
Very low public review volume
Order Management is an extra module
Limited public technical documentation
Lacks advanced 3D visualization
Support hours appear UK-centric
This score is backed by structured Google research and verified sources.
Overall Score
8.3/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in Quote Generation Tools Integrated with CRM. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
8.7
Category 1: Product Capability & Depth
What We Looked For
We evaluate the breadth of CPQ features including product configuration, pricing rules, bundling, and quote generation capabilities specifically for Dynamics 365 users.
What We Found
Quote Manager CPQ offers robust native capabilities including a 'shopping cart' style product selection, support for over 100,000 SKUs, and drag-and-drop quote layout editing. It handles complex pricing models like Cost-Plus and recurring revenue, supports bundling with optional items, and integrates directly with Power Automate for approval workflows. Additional modules are available for Order Management and Recurring Billing.
Score Rationale
The product scores highly for its seamless extension of standard Dynamics capabilities, though the separation of Order Management into an additional module prevents a higher score.
Supporting Evidence
Supports recurring revenue management and term-based margin calculations. Quote Manager has the concept of term and can calculate margin and revenue across the whole term of the deal.
— crm-dynamics.co.uk
Includes drag-and-drop functionality for organizing quote layouts and products. Easily manage the quote layout from here you can drag and drop products to lay them out in the correct order
— youtube.com
Supports searching and filtering across 100,000+ product records immediately. Search and find records across 100,000 products immediately; Search, filter and add products to the quote
— marketplace.microsoft.com
8.2
Category 2: Market Credibility & Trust Signals
What We Looked For
We look for user reviews, marketplace ratings, partner certifications, and established case studies to verify vendor reliability.
What We Found
CRM Dynamics Ltd is a Gold Microsoft Partner with over 20 years of experience and several documented case studies (e.g., GLLS, Fitflow). However, the product has a very low volume of public reviews on Microsoft AppSource (only 3 ratings) compared to category leaders, which limits broad market validation despite the perfect 5-star rating from those few users.
Score Rationale
While the vendor is established and credible, the score is penalized significantly due to the low number of public reviews (3 ratings) on the primary marketplace.
Supporting Evidence
Documented case study with Green LED Lighting Solutions (GLLS) reporting a 300% increase in quotes. Last month, for example, we did 277 quotes, which was excellent, that's a 300% increase over the results we were getting from using the previous tool.
— crm-dynamics.co.uk
Listed on Microsoft AppSource with a 5.0 rating but only 3 reviews. 5.0 (3 ratings)
— appsource.microsoft.com
8.9
Category 3: Usability & Customer Experience
What We Looked For
We assess the user interface, ease of configuration, and how well the tool integrates into the daily workflow of sales representatives.
What We Found
The tool is designed to look and feel exactly like standard Dynamics 365, minimizing the learning curve. It features a 'shopping cart' experience for product selection and allows users to generate branded PDF quotes in minutes. Users report significant time savings and error reduction compared to manual methods or standard Dynamics quoting.
Score Rationale
The score reflects the strong emphasis on native UX and ease of use, with the only detractor being the reliance on standard Dynamics interface constraints.
Supporting Evidence
Case study subject reported the tool made integrating 8,000 SKUs 'a breeze' for the team. Quote Manager CPQ has made it a breeze for my team.
— crm-dynamics.co.uk
Users describe the product search and selection process as similar to a website shopping cart. it's like a website where you keep adding products to your shopping cart.
— youtube.com
9.0
Category 4: Value, Pricing & Transparency
What We Looked For
We evaluate public pricing availability, cost-per-user models, and the presence of hidden fees or modular costs.
What We Found
Pricing is transparently listed on third-party sites and some marketplace listings at approximately £19.50 ($19.50-$25) per user/month, which is significantly lower than enterprise competitors like Salesforce CPQ ($75+). The modular approach allows businesses to pay for core CPQ without being forced into Order Management features.
Score Rationale
The score is high due to the very competitive price point and public transparency, though the 'additional module' costs for Order Management are less clearly defined.
Supporting Evidence
Another source lists pricing at $17 per month per user. $17 per month per user
— slashdot.org
Pricing listed as starting from £19.50 per user/month. Starting from: £19.50/month.
— getapp.com
9.4
Category 5: Native Dynamics 365 Architecture
What We Looked For
We examine how deeply the product integrates with the host platform, including data residency, security models, and workflow tools.
What We Found
Quote Manager CPQ is 100% native to Dynamics 365, meaning no data ever leaves the customer's tenant. It leverages standard Dynamics security roles, Power Automate for workflows, and Power BI for reporting. This architecture eliminates data synchronization errors common with external CPQ tools.
Score Rationale
This is the product's strongest differentiator, earning a near-perfect score for security and architectural simplicity by avoiding external data silos.
Supporting Evidence
Approvals are managed using standard Power Automate tools. If there are different technical, financial and commercial sign off with different levels of approval then this can be managed using Power Automate.
— crm-dynamics.co.uk
The system is 100% dedicated to Dynamics 365 with all data held within the platform. Quote Manager CPQ is the only Quote/CPQ system 100% dedicated to Dynamics 365 – all the setup, configuration and data is held in Dynamics.
— marketplace.microsoft.com
8.8
Category 6: Configuration & Pricing Flexibility
What We Looked For
We assess the tool's ability to handle complex pricing logic, bundling, and product dependencies without requiring custom code.
What We Found
The system supports complex bundling (hiding/showing line items), cost-plus pricing models, and margin calculations at the line or quote level. It can handle recurring revenue terms and allows for 'write-in' products. While powerful, extremely complex constraint logic may require bespoke configuration compared to enterprise-grade constraint solvers.
Score Rationale
Strong capabilities for most SMB to Mid-Market needs, but lacks the advanced 3D visualization or AI-driven pricing guidance found in top-tier enterprise solutions.
Supporting Evidence
Allows bundling where child items can be hidden or shown. Add Bundles, hide or show bundle item prices in quote
— marketplace.microsoft.com
Supports Cost-Plus pricing models where sales price is a markup on base cost. The Cost-Plus Model is a pricing strategy where the final sales price is determined by adding a fixed percentage markup to the product's base cost.
— crm-dynamics.co.uk
Score Adjustments & Considerations
Certain documented issues resulted in score reductions. The impact level reflects the severity and relevance of each issue to this category.
Publicly available technical documentation is limited; most resources are marketing-focused videos or high-level feature lists rather than detailed implementation guides.
Impact: This issue had a noticeable impact on the score.
Order Management is treated as an 'additional module' rather than a core feature, potentially requiring additional costs or configuration for full quote-to-cash functionality.
Impact: This issue had a noticeable impact on the score.
The product has a very low volume of public reviews (only 3 ratings on Microsoft AppSource), which is significantly lower than major competitors and limits independent verification of claims.
Impact: This issue caused a significant reduction in the score.
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.
Overall scores reflect relative ranking within this category, accounting for which limitations materially affect real-world use cases. Small differences in category scores can result in larger ranking separation when those differences affect the most common or highest-impact workflows.
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.
As an Amazon Associate, we earn from qualifying purchases. We may also earn commissions from other affiliate partners.
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Score Breakdown
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Deep Research
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