15 Best Quotation Tools To Kick-Start Your Projects | Scoro (2023)

It used to be that there was an app for everything, but nowadays, there are often hundreds of tools offering to solve your problem. We’re bombarded with options, which makes it nearly impossible to feel confident in your decision. And when it comes to quotation software, it’s no different. This is why it’s so important to consider whether you’re looking for a point solution, or whether a more holistic approach would be more time- and cost-effective. For instance, software that covers more stages of the project lifecycle: sell, plan, track, and bill.

Quotation software is a key part of the sell stage because of its potential to increase your sales team’s productivity, impress your clients, and ultimately help you win new business. In this article, we take a look at quotation tools on the market, including some which include other work management features as standard. Above all, it’s important to make sure you pick a tool that ensures accuracy, and prevents headaches further down the road. Features to look out for are customizable templates, collaboration functionality, and intelligent tracking.

1. Scoro

Scoro offers a suite of tools to help you during the entire sales process, including sending quotations, contact management, and bill handling. Where it stands out amongst its competitors, though, is its comprehensive coverage of all four stages of the project.

Top features:

  • Quotation automation
  • PDF export
  • CRM
  • Sales pipeline reporting
  • Billing automation
  • Reporting and dashboard
  • Project management
  • Work management
  • Highly customizable
  • Wide range of integrations

What’s interesting about Scoro: With Scoro, it’s really easy to see a snapshot of your quotations, including things such as contact details, linked files, communication history etc for the client. As it’s an end-to-end work management solution, you don’t then need to switch tools to manage or monitor your other projects.

Pricing: From $26/month per user. Start your 14-day free trial here.

2. Bitrix24

Bitrix24 offers fully customizable quotations and invoices, on top of their extended range of project management and CRM functionality. They also provide useful tools such as automatic numbering, product catalog, taxes, and email marketing.

Top features:

  • CRM and quoting
  • Reporting
  • Calendar sharing
  • E-mail notifications
  • Sales funnel
  • Workflow and task reporting

What’s interesting about Bitrix24: Depending on the needs of your business, Bitrix24 can be either hosted on the cloud, or bought as a ‘box’ product and self-hosted. This flexibility makes it a useful option for companies of all sizes.

Pricing: Free and paid plans from $39/month.

Read more: 27 Amazing Bitrix24 Alternatives For Work Management.

3. Qwilr

Qwilr lets you replace your PDF proposals, quotes and presentations with mobile-friendly web pages. These pages are easy to build and reuse, fully interactive, and plug directly into your existing systems.

Top features:

  • Customized styles and fonts
  • Analytics
  • Custom web pages instead of documents
  • Free templates
  • Free stock images and videos
  • Quote acceptance
  • E-signatures

What’s interesting about Qwilr: Notifications will let you know when your document has been viewed, and it’s easy to track how many times it’s been viewed, and what sections your clients cared about most.

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Pricing: From $22 user/month. Free trial for 14 days.

4. Jobber

Jobber speeds up your quotation process by giving you professional and customizable templates, as well as offering signature approvals, and automatic follow-ups for those clients who are a bit slow with their payments.

Top features:

  • CRM
  • Invoicing and follow-ups
  • Online booking
  • Client hub
  • Email and postcard marketing
  • Reporting

What’s interesting about Jobber: Customer experience is the focus of their software, with features such as online booking and booking notifications speeding up the quotation and agreement process for everyone.

Pricing: From $29/month. Free trial for 14 days.

5. GetAccept

GetAccept is a sales engagement platform that lets you create powerful sales content, from quotations to video demos and case studies. They don’t focus much on the other stages of the project so you would need to expect to use this with other tools, but it has a lot of useful features.

Top features:

  • Content creation
  • Sales interaction
  • Tracking and analysis
  • Proposal management
  • Automated comms
  • E-signatures

What’s interesting about GetAccept: Customizations are at the core of GetAccept’s offering, with a massive focus on creating engaging content that will draw customers in.

Pricing: Free and paid plans from $15/month.

6. PandaDoc

PandaDoc is a document automation tool that makes it easy to manage the creation, editing, and signing of documents. It covers quotations, but it also covers a wide range of documents you’ll need throughout your project.

Top features:

  • Unlimited docs and e-signatures
  • Document analytics
  • Custom branding
  • Pricing tables and product catalogs
  • Integrations with CRMs and other tools
  • Manager approval workflow
  • Auto reminders

What’s interesting about PandaDoc: Similar to Proposable (below), PandaDoc is more limited in its functionality, but because of this it excels in its quotation offering. PandaDoc’s document analytics are especially impressive, and make it easier than ever to track the progress of every quotation.

Pricing: From $19/month. Free trial for 14 days.

7. Odoo

Odoo is a difficult tool to summarize because it’s essentially a whole suite of various tools and apps you can pick and choose from. Their Sales app does give you the functionality to create polished quotes in a short amount of time though.

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Top features:

  • CRM and quoting
  • E-signature
  • Project management
  • Sales Management
  • Reporting

What’s interesting about Odoo: Odoo’s Sales app makes it really easy to track your quotation from a template, all the way through to getting paid. It also integrates seamlessly with other Odoo apps.

Pricing: Free and paid plans from $14/month.

Check out list of Odoo alternatives.

8. Nusii

Nusii is an online proposal tool that helps you to create beautiful quotations quickly. The software is targeted at creative professionals, and it’s great for personalizing the quotation process of your business.

Top features:

  • Professional proposal templates
  • Notification system
  • Quotes tracking and analytics
  • Online signatures

What’s interesting about Nusii: Once you and your team are happy with your proposal, hit ‘send’ and Nusii will keep track of it, 24/7. The moment your client opens it, you will be sent a notification, making sure you’re always in the loop.

Pricing: From $29/month per user. Free trial for 14 days.

9. Bidsketch

Bidsketch saves you time by making it quick and easy to create bespoke quotations and track them all the way through to payment. The integrations with tools such as Zapier and Basecamp also make it easy to sync data between Bidsketch and other tools.

Top features:

  • Design templates and reusable content
  • Optional upselling
  • Landing pages
  • Automated new client workflow
  • Online signatures
  • Centralized location for client information
  • Notifications
  • Compliance
  • Domain customization

What’s interesting about Bidsketch: Bidsketch allows you to create customized client landing pages. The client can then view, approve, export, and comment on their proposal quickly to help users stand out as a professional and make interaction with clients more convenient and organized.

Pricing: From $29/month per user. Free trial for 14 days.

10. DocSend

DocSend is a content management and tracking solution that helps sales and marketing teams be more efficient. Acquired by Dropbox early in 2021, this tool focuses on the secure storage of your documents, and has e-signature tools for finalizing with your clients.

Top features:

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  • Advanced document tracking
  • Manager insights
  • Teamwork and collaboration
  • Document control
  • Remote presentations
  • Custom branding
  • Training and support

What’s interesting about DocSend: Instant notifications alert you when a prospect engages with your content, so you can provide timely and relevant outreach. Their in-depth analytics are also great for seeing what your customers care about most.

Pricing: From $29/month per user. Free trial for 14 days.

11. Loopio

Loopio is an RFP (request for proposal) tool that allows you to automate your RFP responses, and collaborate on requests across multiple teams.

Top features:

  • Library and response templates
  • Automation
  • Project canvas
  • Single sign-on
  • Content splitting
  • Collaboration

What’s interesting about Loopio: You can build a ‘request for proposal’ response library, tag and categorize content, and then Loopio’s automation engine pulls data from your library to auto-populate a proposal.

Pricing: On request.

12. Quoter

Quoter (formerly known as Socket) is a dedicated quotation tool that promises to obtain payment faster. Its simple UI makes it easy to track your quotations and report on progress.

Top features:

  • Quote and proposal automation
  • Lead management and reporting
  • Tracking and analytics
  • Simple website and CRM integration

What’s interesting about Quoter: Quoter boasts a large list of integrations including Xero, Zoho and Mailchimp, amongst others.

Pricing: From $99/month for unlimited users, with a $495 onboarding fee on all subscriptions.

13. Payaca

Payaca is a job management app that includes quotations and invoicing as part of their offering. It’s worth bearing in mind it’s targeted more to specific trade industries, such as builders, plumbers or glaziers, but their software could definitely be useful to project managers and companies across different sectors.

Top features:

  • Interactive proposals
  • Records tracking
  • Invoicing and payments
  • Integrations
  • Calendar and scheduling

What’s interesting about Payaca: Their interactive quotation functionality really stands out as a powerful tool, as it lets your customers make amendments, e-sign, or even pay deposits directly on the document.

Pricing: From £19/month. Free trial for 14 days.

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14. Proposable

Proposable is a quotation tool that on the face of it focuses entirely on submitting proposals, but they actually cover much more of the project management lifecycle such as payments and collaboration.

Top features:

  • Drag and drop builder
  • Proposal analytics
  • E-signatures
  • Sales Content Library
  • Approval controls
  • Collaboration

What’s interesting about Proposable: Their drag-and-drop builder is a great tool for creating customized quotations that will stand out. They provide a catalog of free templates to get you started, and it’s easy to include customer and opportunity data using their merge tags.

Pricing: From $19/month. Free trial for 14 days.

15. Quotient

Quotient is another tool that’s quite limited when you look at the whole project lifecycle, but it’s a solid online quotation and proposal tool for any business.

Top features:

  • Dashboard
  • Cost price and margin
  • Follow-ups
  • Templates
  • Automatic quote expiry
  • Confirmation emails
  • Quote opening/viewing tracking
  • One-click quote acceptance

What’s interesting about Quotient: Features such as auto-completion, image and file attachments and template saving make the quotation creation process more efficient. Quotes will be archived in the system and can be searched using keywords.

Pricing: From $25/month per user. Free trial for 30 days.

As you can see from this list, the majority of quotation tools on the market only focus on part of the project lifecycle. With Scoro you can manage your quotations and the rest of your project, all within the same tool. Start your 14-day free trial here!

15 Best Quotation Tools To Kick-Start Your Projects | Scoro (1)

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FAQs

How do we do a quotation for a new project? ›

A quote (or “quotation”) is usually a document that includes a fixed price for a job. It can also be verbal. A quotation is sent from a supplier to a potential buyer.
...
  1. Select a Template. ...
  2. Add Client Information. ...
  3. Enter the Quote Number. ...
  4. Include a Date of Issue. ...
  5. Enter Products or Services. ...
  6. Add Terms and Conditions. ...
  7. Include Notes.

What is a quoting tool? ›

Sales quoting software tools allow you to design sales documentation like quotes and proposals and send them to clients quickly and easily. Most also offer optimization capability by allowing you to create templates, establish workflows, and integrate with CRMs to centralize your entire sales process.

What is a quotation in projects? ›

The project quotation is a non-binding estimate of the work that must be performed. However, when the information in the quotation is copied to a project that is associated with a project contract, that information becomes part of a binding agreement between two parties.

What are the 3 types of quotation? ›

Types of quotes
  • In-text quotes. An in-text quote is a short quote that fits into and completes a sentence you've written. ...
  • Indirect quotes. An indirect quote is when you paraphrase ideas from a source. ...
  • Direct quotes. A direct quote is when you take text directly from a source without changing anything.

What are some examples of quotations? ›

Example: “John thinks that this brother [Jeff] will be a great dad,” said Andrew. Use quotation marks if the word or words are meant to imply irony or sarcasm. Example: The mayor told the people of his town that he “cares” about their well-being. Use quotation marks to highlight certain words within a sentence.

What is quotation process? ›

We define the Quotation process as the process of submitting, approving and accepting the quote. Based on the business model, this process may have other steps, such as, for example, customer location visit or inventory allocation.

What are the 3 uses of quotation marks? ›

5 Functions of Quotation Marks
  • For Dialogue. ...
  • For Parts of Compositions. ...
  • For a Phrase as a Phrase. ...
  • For Scare Quotes. ...
  • For Epithets.

What is a quotation source? ›

Quoting means copying a passage of someone else's words and crediting the source. To quote a source, you must ensure: The quoted text is enclosed in quotation marks or formatted as a block quote. The original author is correctly cited. The text is identical to the original.

What are the 3 different parts of a quotation analysis? ›

There are three steps to quotation analysis.
  • Step 1: Introduce and provide source material (quotation).
  • Step 2: Explain the quotation in your own words (comprehension).
  • Step 3: Respond to the quotation (full integration into your point via explanation).

What are the 3 components of quotation analysis? ›

To effectively support an argument, a quotation requires three parts: lead-in, citation, and analysis.

How many types of quotation are there? ›

The use of quotation marks, also called inverted commas, is very slightly complicated by the fact that there are two types: single quotes (` ') and double quotes (" ").

What are powerful quotations? ›

15 Powerful Quotes On Success
  • 1) Success is No Accident. ...
  • 2) Success is Not Final, Failure is Not Fatal: it is the Courage to Continue that Counts. ...
  • 3) Don't Count the Days, Make the Days Count. ...
  • 4) He Who is Not Courageous Enough to Take Risks Will Accomplish Nothing in Life. ...
  • 5) Don't Wait for Opportunity, Create it.
20 Feb 2019

What are 7 keys of success in project management? ›

7 Keys to Achieving Project Management Success
  • Quick Response. Time is of the essence. ...
  • Detail Oriented. The little details matter! ...
  • Flexibility. Plans change and unforeseen problems are bound to arise. ...
  • Teamwork. ...
  • Project Types. ...
  • Exceed Expectations. ...
  • Trust.

What are the 7 principles of project management? ›

The 7 Principles
  • Continued Business Justification. A project must make good business sense. ...
  • Learn from Experience. Project teams should take lessons from previous projects into account. ...
  • Define Roles and Responsibilities. ...
  • Manage by Stages. ...
  • Manage by Exception. ...
  • Focus on Products. ...
  • Tailor to the Environment.
19 Sept 2016

What is a quotation format? ›

A quotation template is an editable document containing the prices of all the goods sold or services offered by a business—including a breakdown of these prices, discounts and implementation time.

What is full quotation? ›

Full Quotation means, in accordance with the Quotation Method, each firm quotation obtained from a Dealer at the Valuation Time, to the extent reasonably practicable, for an amount of the Reference Obligation with an outstanding principal balance (which, for the avoidance of doubt, shall exclude any amounts of ...

What are simple quotations? ›

Definition of quotation

1 : something that is quoted especially : a passage referred to, repeated, or adduced. 2a : the act or process of quoting. b(1) : the naming or publishing of current bids and offers or prices of securities or commodities.

What is a good quotation? ›

“Life is what we make it, always has been, always will be.” “The only way to do great work is to love what you do.” “If you can dream it, you can achieve it.” “The journey of a thousand miles begins with one step.”

How do you use quotations examples? ›

Quotation marks are most often used to mark something that is spoken or, in other words, to designate a direct quote. That is, they display something that's been said, word for word. Example: He said, “I'm going to be a couple minutes late to class today.”

What are the two types of quotation? ›

There are two main types of quotes: direct and indirect. Whenever you want to use someone's statement word-for-word in your text, you'll need to include properly cited, direct quotations. However, if you want to paraphrase someone's words then indirect quotes could be more appropriate.

What is the main purpose of a quotation? ›

A quotation is a document that a seller provides to a buyer to offer goods or services at a stated price, under specified conditions. Also known as quotes, sales quotes or sales quotations, quotations are used to let a potential buyer know how much goods or services will cost before they commit to the purchase.

What is the quotation formula? ›

Use "CHAR(34)" within formulas where you need to output quotation marks. For example, to add quotes around the text in cell A1, you would type "=CHAR(34)&A1&CHAR(34)" in an empty cell.

What are the 10 uses of comma? ›

The Ten Uses of a Comma
  • Linking coordinating main clauses. ...
  • Marking off introductory and contextualising words and phrases at the start of the sentence. ...
  • Inserting additional information at the end of a sentence. ...
  • Signalling implications, examples and introducing argumentative points. ...
  • Parenthetical elements mid-sentence.

What are the different types of quotation marks? ›

There are two types of quotation marks: 'single' and “double.” Which one to choose generally depends on whether you are using American or British English. The US convention is to use double quotation marks, while the UK convention is usually to use single quotation marks.

How do you write a quote? ›

How to quote in an essay?
  1. Use a full sentence followed by a colon to introduce a quotation. ...
  2. Begin a sentence with your own words, then complete it with quoted words. ...
  3. Use an introductory phrase naming the source, followed by a comma to quote a critic or researcher.

What is direct quotation example? ›

A direct quotation is a report of the exact words of an author or speaker and is placed inside quotation marks in a written work. For example, Dr. King said, "I have a dream."

What is direct quotation? ›

A direct quotation is when you take another person's words and place them in your own document. These must always be placed inside quotation marks and given appropriate attribution (MLA, APA, Chicago, etc). When should I quote? Not all evidence needs to be presented in the form of direct quotation.

What are the elements of a quotation? ›

A good quote will Include the following components:
  • Business details. Providing your ABN and contact information is a legal requirement.
  • Total cost. ...
  • Breakdown of costs. ...
  • Variations. ...
  • Revisions. ...
  • Schedule for work. ...
  • Payment terms and conditions. ...
  • Quote expiry date.
27 Jun 2016

How do you start a quote explanation? ›

To do the summary, rephrase the quotation in your own words. You can begin this sentence by using a phrase such as “In other words…” or “This refers to…” Example: In other words, communism throws out all beliefs, not only ones that counter communism. Analyzing a quotation is much different from summarizing a quotation.

What is quotation and quotation types? ›

A quotation is the repetition of a sentence, phrase, or passage from speech or text that someone has said or written. In oral speech, it is the representation of an utterance (i.e. of something that a speaker actually said) that is introduced by a quotative marker, such as a verb of saying.

What are the 4 parts of a quote analysis? ›

Quote Analysis— The Easy Way!
  • Writing the quote.
  • Paraphrase.
  • Analysis.
  • Evaluation.

What are the types of quotation in business? ›

What are the different types of professional quotes? Quotes in business generally fall into one of two categories – estimates and detailed price breakdowns. Estimates are common because service packages often don't have fixed costs.

What is a smart quotation? ›

As you type text, Word automatically changes straight quotation marks ( ' or " ) to curly quotation marks (also known as "smart quotes" or typographer's quotes).

Which software is best for quotation? ›

Best Sales Quote Software
  • HubSpot Quote Software.
  • Proposify.
  • RFPIO.
  • ClientPoint.
  • FastSpring.
  • Loopio.
  • Qwilr.
  • GetAccept.
6 Apr 2021

What is a professional quotation? ›

A business quote, sales quote, quotation, or simply a quote is a vital document required to close a business deal successfully. This document lists the price list you, as a seller, propose to your prospective customer. A business quote serves as a contract and usually uses a more formal tone.

What are the 10 good thoughts? ›

10 positive quotes that will change the way you think about life
  • 1) "Happiness is an uphill battle. ...
  • 2) "Without ice cream, there would be chaos and darkness." ...
  • 3) "When things go wrong, don't go with them." ...
  • 4) "Happiness is a warm puppy." ...
  • 5) "Happiness never decreases by being shared." ...
  • 6) "Happiness is like jam.

What are 5 positive quotes? ›

100 Inspirational Quotes
  • "When you have a dream, you've got to grab it and never let go." ...
  • "Nothing is impossible. ...
  • "There is nothing impossible to they who will try." ...
  • "The bad news is time flies. ...
  • "Life has got all those twists and turns. ...
  • "Keep your face always toward the sunshine, and shadows will fall behind you."
13 Oct 2022

What are the 10 critical success factors? ›

Top 10 Critical Success Factors for project success
  • User Involvement.
  • Executive Support.
  • Clear Business Objectives.
  • Emotional Maturity.
  • Optimization.
  • Agile Process.
  • Project Management Expertise.
  • Skilled Resources.

What are the 5 factors for success? ›

The five critical success factors are strategic focus, people, operations, marketing, and finances.

What are the 10 processes to sharpen your project management? ›

Master these 10 processes to sharpen your project management...
  • Define the project.
  • Plan the work.
  • Manage the workplan.
  • Manage issues.
  • Manage scope.
  • Manage risks.
  • Manage communication.
  • Manage documentation.
13 Mar 2008

What are the 5 C's in project management? ›

The 5 Cs of managing projects, Complexity, Criticality, Compliance, Culture and Compassion, tell you how much and how often to do the things we do. There are five, they fit on your hand, and they go in order. The first three, complexity, criticality and compliance, are about the work, and that's where we begin.

What are the 5 project key elements? ›

5 Key Elements To Success In Project Management
  • IDENTIFYING CLIENTS NEEDS. Accurately identifying the client's needs is the key to ensuring that you produce the right product. ...
  • PLANNING. ...
  • MONITORING. ...
  • COMMUNICATION. ...
  • COLLABORATION.
7 Sept 2021

What are the 5 P's of project management? ›

The 5 P's of management provide such a framework. The 5 Ps are: 1) Plan, 2) Process, 3) People, 4) Possessions, and 5) Profits. Planning is the key to the success of an organization.

How do you start a quotation? ›

How to quote in an essay?
  1. Use a full sentence followed by a colon to introduce a quotation. ...
  2. Begin a sentence with your own words, then complete it with quoted words. ...
  3. Use an introductory phrase naming the source, followed by a comma to quote a critic or researcher.

How is a quotation written? ›

When you quote, you include the words and ideas of others in your text exactly as they have expressed them. You signal this inclusion by placing quotation marks (“ ”) around the source author's words and providing an in-text citation after the quotation.

What is the format of writing a quotation? ›

A quotation letter should be written in the format of a formal letter. It must include the sender's and receiver's addresses. The date and subject should be mentioned. It should begin with a salutation and end with the complimentary closing, signature and sender's name in block letters.

What is the correct format for a quotation? ›

Start the quotation on a new line, with the entire quote indented 1/2 inch from the left margin while maintaining double-spacing. Your parenthetical citation should come after the closing punctuation mark. When quoting verse, maintain original line breaks. (You should maintain double-spacing throughout your essay.)

What is the process of quotation? ›

We define the Quotation process as the process of submitting, approving and accepting the quote. Based on the business model, this process may have other steps, such as, for example, customer location visit or inventory allocation.

What is a quotation introduction? ›

The Introduced Quotation: This method uses a signal phrase to establish the name of the author or speaker. Example: Anderson writes, “I wanted my father to be a certain thing he was not” (4).

What are the 3 rules for using quotations? ›

Direct quotations involve incorporating another person's exact words into your own writing. Quotation marks always come in pairs. Do not open a quotation and fail to close it at the end of the quoted material. Capitalize the first letter of a direct quote when the quoted material is a complete sentence.

What is an example of a quotation mark? ›

Rule 1. Use double quotation marks to set off a direct (word-for-word) quotation. Correct: “I hope you will be here,” he said. Incorrect: He said that he “hoped I would be there.” (The quotation marks are incorrect because hoped I would be there does not state the speaker's exact words.)

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