Quote management software companies focus on automating and optimizing the quoting process for businesses. These companies develop tools that enable organizations to create accurate and professional quotes quickly. The industry serves a wide variety of sectors, from technology to manufacturing, helping clients streamline sales workflows, enhance customer engagement, and improve profitability. As businesses seek to remain competitive, the demand for customizable and integrated solutions continues to rise, leading to rapid innovation and investment in quote management technologies.

This list highlights 23 notable quote management software companies ranging from startups to established players. Companies vary in size, with employee counts from a handful to several thousand. They are headquartered across North America, Europe, and Asia, reflecting a widespread interest in efficient quoting solutions. Founded between the late 1990s and recent years, their specializations include CPQ software, proposal management, and document automation, emphasizing their adaptive strategies in a changing market.

Continue reading to explore the top quote management software companies.

Top 23 Quote Management Software Companies

1. QuoteWerks

• Website: quotewerks.com
• Ownership type: Private
• Headquarters: Orlando, Florida, United States (USA)
• Employee distribution: United States (USA) 85%, India 15%
• Founded year: 1993
• Headcount: 11-50
• LinkedIn: aspire-technologies

QuoteWerks, a product of Aspire Technologies, Inc., is a software company based in Orlando, Florida, specializing in sales quoting and proposal solutions. Since its inception in 1993, QuoteWerks has been dedicated to helping businesses enhance their sales processes through its flagship product. The software allows users to create professional quotes and proposals quickly, reducing errors and improving accuracy. QuoteWerks integrates seamlessly with various CRM and accounting systems, which facilitates the flow of sales data and enhances operational efficiency. The company caters to a wide array of industries, including audio-visual, HVAC, and security, showcasing its versatility. With a workforce of around 48 employees, QuoteWerks has maintained a strong focus on customer support and continuous improvement, ensuring that its solutions remain relevant and effective in a competitive market.

2. Proposify

• Website: proposify.com
• Ownership type: Venture Capital
• Headquarters: Canada
• Employee distribution: Canada 100%
• Latest funding: $3.9M, September 2021
• Founded year: 2012
• Headcount: 51-200
• LinkedIn: proposify

Proposify is a Canadian software company founded in 2012 that specializes in proposal management solutions. The company offers a comprehensive platform designed to help businesses automate their proposal processes, create interactive quotes, and manage contracts effectively. Proposify serves a variety of industries, including consulting, IT, and construction, providing tools that enhance the efficiency of sales teams. With a focus on streamlining workflows, Proposify enables users to generate professional, branded documents quickly, significantly reducing the time spent on proposal creation. The company has received funding, with its last round amounting to approximately $3.9 million in September 2021, indicating a commitment to growth and innovation in the proposal management sector.

3. Cincom Systems

• Website: cincom.com
• Ownership type: Corporate
• Headquarters: Riverside, California, United States (USA)
• Employee distribution: United States (USA) 56%, France 18%, United Kingdom (UK) 14%, Other 12%
• Latest funding: June 2024
• Founded year: 1968
• Headcount: 501-1000
• LinkedIn: cincom-systems

Cincom Systems, Inc. is a software company based in Riverside, California, founded in 1968. With a workforce of approximately 466 employees, Cincom specializes in providing software solutions that enhance operational efficiency for businesses across various sectors. Their primary offerings include Cincom CPQ™ for configure-price-quote solutions and Cincom Eloquence® for customer communications management. These products are tailored to meet the needs of industries such as IT managed services, manufacturing, and healthcare. Cincom's software solutions are designed to streamline processes, improve customer interactions, and facilitate better decision-making. The company has a global presence, with significant operations in France, the United Kingdom, Australia, and India, reflecting its commitment to serving a broad client base. Cincom's focus on innovation and customer service has allowed it to maintain a strong reputation in the software industry.

4. DealHub.io

• Website: dealhub.io
• Ownership type: Venture Capital
• Headquarters: Austin, Texas, United States (USA)
• Employee distribution: Israel 78%, United States (USA) 18%, Other 4%
• Latest funding: Series C, $60.0M, June 2022
• Founded year: 2014
• Headcount: 201-500
• LinkedIn: dealhubio

DealHub.io, founded in 2014 and based in Austin, Texas, is a software company that specializes in sales enablement and revenue management solutions. The company offers a suite of tools designed to streamline sales processes, including Configure Price Quote (CPQ), Contract Lifecycle Management (CLM), and subscription management. These tools help sales teams automate complex quoting, manage contracts efficiently, and unlock recurring revenue streams. DealHub.io serves a variety of businesses, from small to enterprise-level, and has established a strong presence in the industry by focusing on the needs of sales teams. The company has received significant venture capital funding, with a notable $60 million raised in June 2022, which underscores its growth trajectory and commitment to innovation in sales technology.

5. PandaDoc

• Website: pandadoc.com
• Ownership type: Private Equity
• Headquarters: San Francisco, California, United States (USA)
• Employee distribution: Poland 32%, United States (USA) 25%, Portugal 13%, Other 30%
• Latest funding: Series C, September 2021
• Founded year: 2014
• Headcount: 501-1000
• LinkedIn: pandadoc

PandaDoc, founded in 2014 and based in San Francisco, California, is a software company that specializes in document automation and management solutions. The company provides a SaaS platform that enables businesses to create, approve, track, and e-sign documents with remarkable efficiency. PandaDoc serves a variety of industries, including software, healthcare, and professional services, helping organizations streamline their sales processes and improve collaboration. The platform features tools for document generation, workflow automation, and analytics, which are crucial for enhancing operational efficiency. PandaDoc has also integrated with popular CRM systems like HubSpot and Salesforce, further solidifying its role in the sales ecosystem. With a workforce of around 805 employees and a strong presence in multiple countries, PandaDoc continues to innovate in the document management space, making it a relevant player in the industry.

6. Provus Inc

• Website: provusinc.com
• Ownership type: Venture Capital
• Headquarters: San Jose, California, United States (USA)
• Employee distribution: India 52%, United States (USA) 43%, Romania 5%
• Latest funding: Series A, $12.0M, July 2022
• Founded year: 2021
• Headcount: 51-200
• LinkedIn: provusinc

Provus Inc, based in San Jose, California, is a consulting services company that specializes in services quoting solutions for enterprise organizations. Founded in 2021, the company has quickly established itself in the industry by offering a platform designed to optimize quoting processes, enhance collaboration, and leverage artificial intelligence for improved decision-making. Their primary clientele includes businesses in the professional services and consulting sectors, which seek to enhance efficiency and maximize revenue through better quoting practices. Provus has also secured $12 million in Series A funding as of July 2022, reflecting strong investor interest in their innovative approach to quote management. The company employs a workforce that is geographically distributed, with a significant presence in India, the United States, and Romania, allowing them to tap into a global talent pool to support their operations and growth.

7. Zywave

• Website: zywave.com
• Ownership type: Private Equity
• Headquarters: Milwaukee, Wisconsin, United States (USA)
• Employee distribution: United States (USA) 84%, Philippines 15%
• Latest funding: September 2020
• Founded year: 1995
• Headcount: 501-1000
• LinkedIn: zywave

Zywave, Inc., founded in 1995 and based in Milwaukee, Wisconsin, is a software company that delivers SaaS products specifically designed for insurance brokers and financial planners. With a workforce of approximately 854 employees, Zywave has established itself as a key player in the insurance and financial services sectors. The company offers a range of solutions, including agency management, compliance, and risk management tools, which collectively help over 350,000 users streamline their operations. Zywave's focus on enhancing client engagement and operational efficiency is evident in their product offerings, such as the Sales Cloud and Client Cloud, which facilitate better service delivery and workflow management. Their recent innovations, including the Cyber Quoting feature, highlight their commitment to improving the quoting process for insurance products. Zywave operates primarily in the United States, with a small percentage of its workforce based in the Philippines, and has not reported any recent funding since September 2020.

8. Xpertdoc - An Experlogix Brand

• Website: xpertdoc.com
• Ownership type: Corporate
• Headquarters: Terrebonne, Quebec, Canada
• Latest funding: December 2020
• Founded year: 2000
• Headcount: 11-50
• LinkedIn: xpertdoc-technologies-inc-

Xpertdoc - An Experlogix Brand, founded in 2000 and based in Terrebonne, Quebec, Canada, is a corporate entity that specializes in automation solutions for businesses. The company provides a range of software products, including Configure, Price, Quote (CPQ) software, document automation, and digital commerce solutions. Xpertdoc's CPQ software empowers sales teams by enabling them to generate accurate quotes quickly, thereby enhancing the customer experience and streamlining sales processes. Their document automation capabilities further simplify the creation and management of business documents, ensuring consistency and compliance. Xpertdoc serves various industries, including government, financial services, healthcare, and insurance, demonstrating its adaptability and relevance across sectors. The company has not reported any recent funding, indicating a stable operational status since its last funding round in December 2020.

9. WeSuite

• Website: wesuite.com
• Ownership type: Private Equity
• Headquarters: White Plains, New York, United States (USA)
• Employee distribution: United States (USA) 90%, Israel 10%
• Latest funding: April 2024
• Founded year: 2008
• Headcount: 11-50
• LinkedIn: wesuite

WeSuite, founded in 2008 and based in White Plains, New York, is a private equity-backed software company that specializes in sales automation solutions for the security and technology services sectors. With a team of around 20 employees, WeSuite has developed a suite of products, including WeOpportunity, QuoteAnywhere, and WeEstimate, aimed at enhancing the sales processes of businesses in these industries. Their software solutions are designed to improve quoting accuracy, automate proposal generation, and streamline the overall sales workflow. WeSuite primarily serves business customers in the security industry, providing tools that not only enhance efficiency but also drive profitability. The company has a strong focus on customer education and support, offering training webinars and resources through the WeSuite Academy to ensure users can maximize the benefits of their software. This commitment to client success is reflected in numerous positive testimonials from users who have experienced significant improvements in their sales processes and outcomes after implementing WeSuite's solutions.

10. Experlogix

• Website: experlogix.com
• Ownership type: Private Equity
• Headquarters: South Jordan, Utah, United States (USA)
• Employee distribution: United States (USA) 47%, Netherlands 27%, Belgium 11%, Other 15%
• Latest funding: May 2019
• Founded year: 2001
• Headcount: 201-500
• LinkedIn: experlogix-inc.

Experlogix, founded in 2001 and based in South Jordan, Utah, is a software company that specializes in automation solutions tailored for businesses. The company focuses on providing Configure, Price, Quote (CPQ) software, which is designed to empower sales teams and enhance customer experiences by streamlining the quoting process. Experlogix also offers document automation and digital commerce tools, which further support businesses in managing their sales and operational tasks efficiently. The company serves a variety of industries, including government, financial services, healthcare, and insurance, demonstrating its capability to address the unique needs of different sectors. With a workforce of around 220 employees and a presence in multiple countries, Experlogix has established itself as a relevant player in the software industry, particularly in the quote management space.

11. Apttus Softwares Private Limited

• Website: apttus.com
• Ownership type: Corporate
• Headquarters: Ahmedabad, Gujarat, India
• Employee distribution: India 100%
• Latest funding: May 2020
• Founded year: 2006
• Headcount: 51-200
• LinkedIn: apttus-softwares-private-limited

Apttus Softwares Private Limited, known as Conga, is a software company based in Ahmedabad, Gujarat, India, founded in 2006. The company specializes in Revenue Lifecycle Management solutions, providing tools that facilitate document automation, contract lifecycle management, and sales optimization. Conga's offerings are designed to help businesses streamline their processes, improve efficiency, and enhance customer experiences. Their solutions include CPQ software, which simplifies the quoting process, making it faster and more accurate. Conga serves a wide range of industries, helping organizations reduce operational friction and improve their revenue management capabilities. With a workforce of around 41 employees, the company has maintained a consistent focus on innovation and customer satisfaction, positioning itself as a key player in the software market.

12. Qwilr

• Website: qwilr.com
• Ownership type: Private Equity
• Headquarters: Redfern, New South Wales, Australia
• Employee distribution: Australia 75%, United States (USA) 22%, United Kingdom (UK) 3%
• Latest funding: Series A, October 2021
• Founded year: 2014
• Headcount: 51-200
• LinkedIn: qwilr

Qwilr is a software company based in Redfern, New South Wales, Australia, founded in 2014. It focuses on sales proposal automation and customer engagement solutions, providing tools that enable businesses to create interactive proposals and track buyer engagement effectively. Qwilr integrates with popular CRM systems, allowing for streamlined proposal generation directly from these platforms. The company serves a variety of industries, primarily targeting sales and marketing teams that aim to enhance their proposal processes. With a workforce of approximately 97 employees, Qwilr has established a presence in both Australia and the United States, catering to over 4,000 customers globally. The company has not reported any recent funding, indicating a stable operational model since its last funding round in 2021.

13. ITQuoter

• Website: itquoter.com
• Ownership type: Private
• Headquarters: Sydney, New South Wales, Australia
• Employee distribution: Philippines 50%, Australia 50%
• Founded year: 1997
• Headcount: 11-50
• LinkedIn: isell-pty-ltd

ITQuoter, based in Sydney, New South Wales, Australia, is a private software company founded in 1997. It specializes in a cloud-based Configure, Price, Quote (CPQ) platform tailored for Managed Service Providers (MSPs). Over the years, ITQuoter has developed a reputation for simplifying the quote-to-cash process, allowing tech companies to create and manage quotes efficiently. The platform is designed to enhance productivity and profitability for its users, making it a valuable tool in the technology sector. ITQuoter has built strong integrations with various industry applications, ensuring that its software works seamlessly with other tools that MSPs rely on. The company has maintained a balanced employee distribution between Australia and the Philippines, reflecting its operational strategy. With no reported funding, ITQuoter appears to be self-sustaining, focusing on delivering value to its clients without external financial pressures.

14. QuoteMachine

• Website: quotemachine.com
• Ownership type: Venture Capital
• Headquarters: Montreal, Quebec, Canada
• Employee distribution: Canada 100%
• Latest funding: Seed, $3.7M, October 2023
• Founded year: 2018
• Headcount: 11-50
• LinkedIn: quotemachine

QuoteMachine, based in Montreal, Quebec, Canada, is a software company that specializes in providing a comprehensive commerce platform aimed at enhancing sales processes for small businesses. Founded in 2018, the company offers a suite of tools that includes quoting, invoicing, order management, and payment processing. This platform is designed to help businesses streamline their sales cycles and improve operational efficiency. QuoteMachine serves various industries, notably print shops and home renovation, by delivering tailored solutions that address the unique challenges faced by these sectors. The company recently secured $3.7 million in seed funding in October 2023, reflecting its growth trajectory and the confidence investors have in its business model and market potential.

15. Pricefx

• Website: pricefx.com
• Ownership type: Private Equity
• Headquarters: Pfaffenhofen An Der Ilm, Bavaria, Germany
• Employee distribution: Czech Republic 55%, United States (USA) 23%, France 5%, Other 18%
• Latest funding: Series C, $65.0M, July 2020
• Founded year: 2011
• Headcount: 501-1000
• LinkedIn: pricefx

Pricefx, founded in 2011 and based in Pfaffenhofen An Der Ilm, Bavaria, Germany, is a technology solutions company that specializes in pricing software. The firm offers a suite of AI-driven price management and optimization tools designed to assist businesses in refining their pricing strategies and enhancing profitability. Pricefx's clientele spans various industries, reflecting its capability to address the pricing needs of different sectors. The company operates primarily through a Software as a Service (SaaS) model, delivering cloud-based solutions that facilitate efficient pricing management. In July 2020, Pricefx secured $65 million in Series C funding, underscoring its growth trajectory and commitment to innovation in pricing technology. With a workforce of around 420 employees, Pricefx has established itself as a significant player in the pricing software market, focusing on delivering measurable ROI and margin improvements for its customers.

16. DealDox Software

• Website: dealdox.io
• Ownership type: Venture Capital
• Headquarters: Bengaluru, Karnataka, India
• Employee distribution: India 100%
• Latest funding: Seed, $43,000, September 2024
• Founded year: 2022
• Headcount: 11-50
• LinkedIn: dealdox

DealDox Software, based in Bengaluru, Karnataka, India, is a software company that specializes in providing a SaaS solution for automated quoting and sales management. Founded in 2022, DealDox aims to help businesses across various sectors improve their sales efficiency through its comprehensive platform. The software includes features such as CPQ, integration with major CRM systems like Salesforce and HubSpot, and the ability to generate multilingual documents. This positions DealDox as a practical tool for companies looking to enhance their quoting processes and reduce manual errors. The company has recently received seed funding of $43,000 in September 2024, which reflects a growing interest in its offerings and potential for future growth. With a dedicated team and a clear focus on automating the sales cycle, DealDox is carving out its niche in the competitive quote management software market.

17. Apparound

• Website: apparound.com
• Ownership type: Venture Capital
• Headquarters: Philippines
• Employee distribution: Italy 100%
• Latest funding: $10.0M, January 2022
• Founded year: 2008
• Headcount: 51-200
• LinkedIn: apparound

Apparound, founded in 2008 and based in the Philippines, is a software company focused on enhancing sales productivity through innovative solutions. The company offers a suite of tools that includes Configure, Price, Quote (CPQ) software, eSignature capabilities, and reporting analytics. These tools are designed to streamline sales processes and improve customer engagement across various industries such as energy, retail, and manufacturing. Apparound's commitment to enhancing sales efficiency is evident in its user-friendly platform, which allows sales teams to create personalized and accurate quotes quickly. The company has received significant venture capital funding, with a notable $10 million investment in January 2022, which supports its ongoing development and market presence. Apparound has also been recognized in the Gartner Magic Quadrant for CPQ Application Suites since 2018, underscoring its relevance in the sales productivity software market.

18. vloxq CPQ

• Website: vloxq.com
• Ownership type: Private
• Headquarters: Stockholm, Stockholm, Sweden
• Employee distribution: Sweden 100%
• Founded year: 2020
• Headcount: 1-10
• LinkedIn: vloxq

vloxq CPQ, based in Stockholm, Sweden, is a private software company founded in 2020. The company specializes in sales automation through its Configure, Price, Quote (CPQ) solution, which integrates with CRM systems to enhance the quoting process. By automating the generation of accurate quotes, vloxq CPQ helps sales teams reduce administrative burdens and improve efficiency. Their platform is designed to cater to businesses across various industries that require complex pricing and product configurations. With a focus on minimizing manual errors and expediting the sales cycle, vloxq CPQ has garnered attention from sales teams in over 30 countries, indicating its growing relevance in the market. The company emphasizes user-friendliness and seamless integration, which are critical factors for businesses seeking to optimize their sales operations.

19. Conga

• Website: conga.com
• Ownership type: Venture Capital
• Headquarters: Broomfield, Colorado, United States (USA)
• Employee distribution: India 55%, United States (USA) 36%, United Kingdom (UK) 4%, Other 6%
• Latest funding: $47.0M, May 2018
• Founded year: 2006
• Headcount: 1001-5000
• LinkedIn: conga

Conga, founded in 2006 and based in Broomfield, Colorado, is a software company that specializes in revenue lifecycle management solutions. The company provides a suite of products that includes document automation, contract lifecycle management, and sales optimization tools. Conga's solutions are utilized by businesses across various industries to streamline operations and enhance revenue generation. With a workforce of approximately 1,832 employees, the company has a significant presence in the market. Conga has received substantial funding, with a reported last funding amount of $47 million in May 2018, indicating investor confidence in its growth potential. The company serves over 10,000 customers globally, demonstrating its impact and relevance in the industry.

20. FPX from Revalize

• Website: fpx.com
• Ownership type: Private Equity
• Headquarters: Jacksonville, Florida, United States (USA)
• Employee distribution: United States (USA) 100%
• Latest funding: September 2017
• Founded year: 1983
• Headcount: 51-200
• LinkedIn: fpx

FPX from Revalize, founded in 1983 and based in Jacksonville, Florida, is a software company that specializes in Configure Price Quote (CPQ) and Product Lifecycle Management (PLM) solutions. With a workforce of around 46 employees, FPX focuses on helping manufacturers and distributors streamline their sales processes. Their software solutions are designed to improve quoting accuracy and enhance customer experiences, particularly in industries such as discrete manufacturing, food and beverage, and medical engineering. FPX has a strong emphasis on automating complex sales processes, allowing businesses to deliver accurate quotes quickly and efficiently. Their industry expertise, built over more than 30 years, positions them as a knowledgeable partner for companies looking to optimize their sales operations. FPX operates under private equity ownership and has not reported any recent funding, indicating a stable operational status.

21. StrataVAR

• Website: stratavar.com
• Ownership type: Private
• Headquarters: Tel Aviv-Yafo, Tel Aviv, Israel
• Employee distribution: Israel 74%, India 26%
• Founded year: 2013
• Headcount: 11-50
• LinkedIn: stratavar

StrataVAR, founded in 2013 and based in Tel Aviv-Yafo, Israel, is a private software company that specializes in providing tailored solutions for Value Added Resellers (VARs) within the Information and Communication Technology (ICT) sector. With a team of approximately 26 employees, StrataVAR focuses on automating the quoting and renewal processes, which are critical for VARs to enhance operational efficiency and accuracy. Their platform, which includes features like the Partner Quoting Workspace (PqW) and Partner Renewal Workspace (PrW), is designed to streamline the revenue lifecycle for their clients. StrataVAR integrates seamlessly with major vendors and distributors, such as Cisco, Ingram Micro, and TD SYNNEX, allowing VARs to manage complex quoting scenarios effectively. The company has not reported any funding, indicating a self-sustained growth model. StrataVAR's commitment to addressing the specific needs of ICT VARs makes it a notable player in the quote management software industry.

22. Tacton

• Website: tacton.com
• Ownership type: Private Equity
• Headquarters: Chicago, Illinois, United States (USA)
• Employee distribution: Sweden 53%, United States (USA) 25%, Germany 16%, Other 6%
• Latest funding: July 2023
• Founded year: 1998
• Headcount: 201-500
• LinkedIn: tacton-systems-ab

Tacton is a software company based in Chicago, Illinois, founded in 1998. It specializes in providing Configure, Price, Quote (CPQ) solutions specifically designed for manufacturers. With a workforce of around 220 employees, Tacton has established itself as a significant player in the manufacturing sector. The company offers a suite of tools that includes CAD automation and design automation, aimed at streamlining sales processes for B2B manufacturers. Tacton's solutions are utilized across various industries, including heavy vehicles, packaging, and medical devices, helping businesses improve efficiency and accuracy in their sales operations. The company has been recognized for its innovative approach, being named a leader in the 2023 Gartner Magic Quadrant for CPQ applications, which underscores its commitment to enhancing the sales experience for complex manufacturing environments.

23. Vendavo

• Website: vendavo.com
• Ownership type: Private Equity
• Headquarters: Denver, Colorado, United States (USA)
• Employee distribution: Czech Republic 48%, United States (USA) 28%, India 13%, Other 11%
• Latest funding: October 2014
• Founded year: 1998
• Headcount: 201-500
• LinkedIn: vendavo

Vendavo, founded in 1998 and based in Denver, Colorado, is a software company that specializes in pricing, sales, and rebate management solutions. With a workforce of over 500 employees, Vendavo serves a wide array of industries, including aerospace, automotive, healthcare, and wholesale distribution. Their product suite includes tools for price optimization, sales process enhancement, and rebate management, all aimed at helping businesses improve profitability and operational efficiency. Notably, Vendavo's Intelligent CPQ software allows companies to quote complex products quickly and accurately, addressing a critical need in the market. The company has not reported any recent funding, indicating a stable operational model since its last funding round in 2014. Vendavo's commitment to providing AI-powered insights and analytics positions it as a valuable partner for organizations seeking to refine their pricing and quoting strategies.

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