10 Best AI Quote Management Software for Smart Sales Teams

This article will explore the Best AI Quote Management Software, typically aimed at helping businesses to improve the automation for quote creation, improve the accuracy of quote pricing, and improve the management of quote approvals and sales workflows.

These AI solutions typically offer a variety of intelligent automations, integrations with widely used CRM systems, quote analytics and document management solutions to enable sales teams to rapidly and accurately create quotes and reduce their manual tasks for 2026.

What is AI Quote Management Software?

AI quote management software is business software built with artificial intelligence and automation to help streamline and enhance the sales quoting process. It automates several repetitive phases in the quoting process, such as generating quotes, calculating prices, securing approvals, and following up with customers. With quote management software, the quoting process becomes less time-intensive and error-prone with automation.

The quote management systems integrate with customer relationship management (CRM) systems, enterprise resource planning (ERP) systems, and other accounting systems to provide up-to-date customer and product data to facilitate the assembly of tailored customer quotes.

AI-based quote management systems provide analytics, offer quote flexibility, and integrate automated workflows and document tracking. These features help sales teams improve their response and execution time to better serve their customers and convert more sales.

Key Point & Best AI Quote Management Software

Platform	Key Points	Best For	Key Features
Qwilr	Modern proposal and document creation platform focused on creating interactive, branded sales documents.	Sales teams, agencies, and businesses creating high-impact proposals.	Interactive proposals, customizable templates, analytics tracking, pricing tables, e-signatures, CRM integrations, engagement insights.
PandaDoc	All-in-one document workflow platform for creating, managing, tracking, and signing business documents.	Businesses needing proposal automation and contract management.	Proposal templates, document editor, e-signatures, approval workflows, payment collection, CRM integrations, document analytics.
Avaza	Cloud-based business management suite combining proposals, invoicing, project management, and accounting tools.	Small businesses and service-based companies.	Online invoicing, estimates, proposals, project tracking, time tracking, expense management, team collaboration.
DocuSign	Leading electronic signature and agreement management platform for secure digital transactions.	Enterprises requiring secure contract signing and compliance.	E-signatures, contract lifecycle management, workflow automation, identity verification, integrations, compliance tools.
Proposify	Proposal management software designed to help sales teams create professional proposals quickly.	Sales teams, freelancers, and marketing agencies.	Proposal templates, content library, online approvals, electronic signatures, sales analytics, team collaboration.
Conga Composer	Document automation solution that generates business documents from CRM and business data.	Salesforce users and enterprise sales teams.	Automated document generation, CRM data merging, templates, workflows, contracts, reporting tools.
Zoho Invoice	Online invoicing platform designed for freelancers and small businesses to manage billing.	Small businesses and independent professionals.	Invoice creation, recurring billing, payment reminders, expense tracking, tax management, customer portals.
Odoo Sales	Sales management module within the Odoo ERP ecosystem for handling quotes, orders, and customer relationships.	Businesses needing integrated ERP-based sales management.	CRM integration, quotation management, sales automation, order tracking, product management, reporting.
SAP Business One	Enterprise resource planning solution that manages sales, finance, inventory, and operations.	Growing businesses requiring ERP capabilities.	Sales management, financial accounting, inventory control, customer management, reporting, business analytics.
Freshsales	AI-powered CRM platform focused on sales automation, customer engagement, and pipeline management.	Sales teams looking for CRM-driven proposal and customer management.	AI lead scoring, email tracking, workflow automation, sales pipelines, analytics, integrations.

1. Qwilr

Qwilr helps businesses create better proposals and documents by letting them make flashy and interactive business documents. Sales teams can replace boring traditional PDFs and enhance their documents with digital pricing tables, videos and images, and even e-signatures with built in analytics to track customer engagement.

Qwilr is one of the Best AI Quote Management Software because of its customizable templates, brand control, and CRM integrations with the added benefit of seeing the document in real time. Qwilr can help businesses see how customers interact with their proposals, and use that to fine-tune their document to help increase close rates.

Features

• Attempting to design interactive and visually appealing online proposals.
• Automated calculations with good pricing tables.
• Analytics to monitor views and engagement.
• Proposals and agreements signed electronically.
• Connections to CRMs enhance workflow automation.

Pros

• Proposals and documents look great and are very professional.
• Drag and drop editing is convenient.
• Engagement analytics are useful.
• Customer experience and sales are positively impacted.
• Proposals are generated faster.

Cons

• Cost is higher relative to simple quote generation tools.
• Lacks full accounting and invoicing.
• Complex features can require learning.
• ERP based workflows can be complicated.
• Enterprises can be impacted by less flexibility.

2. PandaDoc

PandaDoc is an all-in-one solution for businesses that helps with the creation, management, and tracking of proposals and contracts. With its focus on simplified workflows, PandaDoc helps teams with the creation of sales proposals and the automation of contracts and payment processes.

PandaDoc is one of the Best AI Quote Management Software because of its smart templates, libraries, and automation of the creation of pricing tables and contracts with embedded approval workflows and e-signatures.

With its deep integrations with CRMs, (Salesforce and HubSpot, for example) PandaDoc helps users track the lifecycle of a document from its creation all the way to payment. Document management and automation of quoting and contracting processes has made PandaDoc the go to solution for teams and enterprises that deal with high volumes of service contracts.

Features

• Automated quotes and document generation using AI.
• Proposals, contracts, and quotes generation with templates.
• Workflows for approvals and signatures built in.
• Connects to most CRMs including Salesforce and HubSpot.
• Customer interaction tracking is built in.

Pros

• Full automation of documents is beneficial.
• Supports collection of payments through documents.
• Saves time on the sales cycle.
• Excellent collaboration and workflow approvals.
• Flexible to any business.

Cons

• Cost is high for premium plans.
• Automation features can be limited to higher tiers.
• Initial time investment is required for setup.
• Large libraries for documents can be unmanageable.
• Plans with basic features have limited flexibility.

3. Avaza

Avaza is a quote management software that offers invoicing and expense management features. With Avaza, small and medium businesses can create professional business quotes and manage customer relationships. Avaza is an all-in-one quote management software that provides automated quote generation, online quote approvals, and recurring billing.

Avaza comes with customizable quote templates, payment integrations, and team collaboration features. Quote management software like Avaza is most beneficial for service businesses, agencies, consultancies, and freelancers, because it offers a streamlined quote management process while providing businesses with enhanced control over projects and revenues.

Features

• Tools to create online quotes and estimates
• Integration of project management and invoicing
• Automated billing and management of recurring invoices
• The ability to track expenses and reports
• The collaboration of teams and management of workflows

Pros

• Value for small businesses
• Combines quotes, projects, and invoice in one place
• Simple to create invoices from estimates
• Multiple currencies supported
• Easy to navigate

Cons

• Lacks advanced AI
• Not geared for large enterprise sales
• Reporting lacks depth
• Fewer CRM integrations
• Limited customization

4. DocuSign

DocuSign is one of the best digital quote management software for creating, sending, signing, and managing digital documents. Quote management software like DocuSign is popular for e-signatures, but also offers multi-signed documents, advanced agreement automation, and workflow management.

DocuSign allows the automation of quote approvals and sales documentation and offers seamless integration for software and business applications. With features like automated reminders and document tracking, compliance, management, and identity verification, DocuSign is an ideal quote management software for service businesses.

Features

• Secure electronic signatures and management of agreements
• Automation of approval workflows for contracts and quotes
• AI analysis of documents and insights
• Integration with CRM, ERP, and productivity tools
• Compliance and identity verification

Pros

• Leading security and reliability
• Strong support for compliance
• Signing made easy
• Wide application of integrations
• Enterprise ready

Cons

• Expensive for advanced features
• Mainly focuses agreements and lacks quoting
• Some automation of tasks requires additional tools
• Complicated for beginners to learn workflows
• Pricing can be difficult to understand

5. Proposify

Proposify helps sales teams manage proposals and documents and is designed with a simple editor, customizable templates, pricing tables, and collaboration features.

As a contender for the Best AI Quote Management Software award, Proposify lets businesses automate proposals, keep pricing patterns, and enhance communication with clients and prospects.

Proposify launches detailed analytics, which allows sales teams to track proposals, analyze client interaction levels and engagement, and determine buyer preferences.

Working with Proposify also means working with e-signatures and approval workflows, as well as many CRM integrations. Agencies and businesses that need to create multiple client proposals and sales quote documents on a daily basis will greatly benefit from what Proposify has to offer.

Features:

• Professional proposal and quotation templates.
• Drag-and-drop proposal builder.
• Online approval and e-signature support.
• Sales analytics and proposal tracking.
• Team collaboration and content management.

Pros:

• Excellent proposal design capabilities.
• Easy for sales teams to create documents.
• Provides buyer engagement tracking.
• Helps maintain brand consistency.
• Suitable for agencies and service providers.

Cons:

• Limited accounting features.
• AI features are not as advanced as competitors.
• Not designed for complex enterprise workflows.
• Reporting options are limited.
• Higher plans may be required for teams.

6. Conga Composer

Conga Composer is a document automation solution that helps businesses manage CRM-based automated quote, proposal, contract and reporting documents. For businesses and organizations looking to automate the creation of key business documents from client and sales data,

Conga Composer is a fantastic choice for efficiency and ease. Conga Composer rightfully identifies and fits into the category of the Best AI Quote Management Software given that the solution automates the creation of precise, templated quotes that pull in real-time data. Conga Composer integrates seamlessly with Salesforce, and utilizes automated workflows, digital approval, and the creation of on-demand, tailored documents.

Companies are able to minimize the time and effort to create customer-facing documents, reduce the final quote approval turnaround time and enhance the overall sales cycle. Conga is best suited for large enterprises with complex sales offerings and high volumes of customer agreements.

Features

• Automated document generation using CRM data.
• Automate sales with Conga Composer’s Salesforce module.
• Create templates for quotes and contracts.
• Manage workflows and automated approvals.
• Track documents and analyze results.

Pros

• Perfect for Salesforce-centric companies.
• Less time wasted creating documents.
• Enables even advanced enterprise tasks.
• Improves the precision of quotes.
• Excellent for document generation at scale.

Cons

• Setup will require a monetary and time investment.
• Salesforce integration will determine feature access.
• Cost prohibitive for many smaller companies.
• Services will be difficult to use without a CRM.

7. Zoho Invoice

Zoho Invoice helps freelancers and small businesses create quotes, invoices and manage customer billing online. You can track payments and manage billing efficiently.

As a Best AI Quote Management Software, Zoho Invoice creates quotes, invoices, and billing automatically in customizable formats. You can also create invoices automatically on a recurring basis and set up payment reminders.

Zoho Invoice lets businesses manage quotations and payments simultaneously. Since Zoho Invoice is affordable and manages finances and invoicing, it is great quote management software.

Features

• Automatic quote and invoice generation
• Automated billing with reminders.
• Payment tracking with taxes and currency of choice.
• Customer portal for communication and payments.
• Expense management with financial reports.

Pros

• Budget friendly for freelancers/ startups.
• User friendly.
• Excellent invoicing features.
• Multiple payment gateways.
• Great integration with other Zoho products.

Cons

• AI features limited.
• Not made for large businesses.
• Proposals are difficult to customize.
• Sales automation features are lacking.
• Reporting falls short of ERP systems.

8. Odoo Sales

Odoo Sales is a quote and sales management software that lets businesses manage sales quotations, orders, customers, and other sales activities. Odoo Sales seamlessly integrates all the components needed to create a sales quote and offers great visibility for sales activities.

As a Best AI Quote Management Software, it is highly flexible in managing the sales quote automation workflows and incorporates the sales product and customer information easily. Since it is a part of Odoo ERP software, it gives great visibility of all other sales and business activities.

Odoo Sales is great quote management software for companies looking to combine quote management and other business and sales activities.

Features:

• Manages quotations and sales orders automatically.
• Integrates with CRM and ERP systems.
• Controls discounting and product pricing.
• Analyzes sales pipeline with tracking.
• Links with accounting and inventory modules.

Pros:

• Customizable ERP solution.
• Complements sales with other business functions.
• Dynamic cost and workflow design.
• Focused on scalability.
• Comprehensive business application suite.

Cons:

• Customization and technical knowledge needed.
• Costs rise as modules increase.
• New users take time to learn.
• Longer timeframes to deploy.
• Sustaining solutions needs technical staff.

9. SAP Business One

SAP Business One is for small and mid-sized businesses to manage sales, finance, and operations. It has specialized tools for creating quotes, fostering C.R.M. skills, and for tracking sales. Being the Best AI Quote Management Software, SAP Business One helps businesses automate quote generation, improve quote accuracy, and harmonize sales with the company’s financials.

SAP Business One also offers management, report dashboards, and workflow integration. Companies also can utilize SAP Business One to manage their sales operations while also tracking revenue, customers, and performance.

Features:

• Sales and quotations for the business enterprise.
• ERP modules for finance, inventory, and business operations.
• Developed business analytics and reporting.
• Relationship and order management.
• Approvals and workflows are automated.

Pros:

• Excellent scalability.
• Full business solutions.
• The complete analytics and reporting in real-time.
• High focus on security and compliance.
• Complex business functions are supported.

Cons:

• Expensive to implement.
• Professional services needed for setup
• Long timeframes to deploy.
• Small businesses struggle to use.
• Employee training is mandatory.

10. Freshsales

Freshsales is an AI powered customer relationship management (CRM) software that aids businesses in the management of sales leads, customer relationships, sales pipelines, and communications. Freshsales helps sales teams create and manage customized sales offers, track sales and business opportunities, and increase customer engagement.

As the Best AI Quote Management Software, Freshsales harnesses the power of AI to automate the management and organization of customer data, quote preparation, and sales opportunities.

The software platform provides features like AI lead scoring, email and sales activity tracking and workflow automation, sales analytics, and various CRM integrations. Freshsales offers sales teams the ability to manage the entire sales lifecycle and customer relationship from sales lead to quote, while providing the AI automation to enhance team productivity and optimize the customer engagement experience.

Features:

• AI-powered CRM with sales automation.
• AI lead scoring and customer insights.
• Automated workflows and follow-ups.
• Sales pipeline and quotation management.
• Email tracking and analytics tools.

Pros:

• Strong AI-powered sales capabilities.
• Easy CRM adoption for sales teams.
• Improves lead management efficiency.
• Good automation features.
• Affordable compared to enterprise CRMs.

Cons:

• Limited advanced quotation features.
• Less suitable for complex ERP needs.
• Some AI tools require premium plans.
• Reporting customization can be limited.
• Advanced integrations may require higher plans.

Conclusion

When choosing quote management software, businesses must consider their size, their stage in the sales process, how much automation they want, and important integrations. Qwilr, PandaDoc, Avaza, DocuSign, Proposify, Conga Composer,

Zoho Invoice, Odoo Sales, SAP Business One, and Freshsales have modern quote management systems that help businesses automate quote workflows, lessen manual mistakes, offer the right quote, and accelerate the sales process. These systems have combined the automation of Documents, AI, analytics, CRM, integrated smart, approval workflows and electronic signatures to optimize the quote to cash process.

Document management systems like Zoho Invoice and Avaza offer quote management services at a low cost. This is preferred by small businesses and freelancers. PandaDoc, Qwilr, and Proposify are great for sales teams that focus on having a lot of quality proposals and engaging with customers.

SAP Business One, Odoo Sales, and Conga Composer are great for businesses with complex Enterprise Resource Planning (ERP) integration. AI-driven sales technologies will be commonplace for businesses in 2026. AI quote management systems will be used to improve productivity, accelerate the sales process, and create a better experience for the customers.

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