Business, Startups & Finance

Top 20 Alternatives to Octoboard Quote in Sales Quoting & Proposal Software

Octoboard Quote helps businesses create, send, and track professional sales quotes and proposals. Looking for other robust quoting and proposal tools? Below are 20 top alternatives with key features and links.

ID: 6930
Items: 20
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QuoteWerks

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Desktop‑ and cloud‑based quoting solution that integrates with major CRMs, automates pricing, and generates PDF/HTML proposals.

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PandaDoc

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All‑in‑one document automation platform for quotes, contracts, and e‑signatures with real‑time analytics and CRM integrations.

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Proposify

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Template‑driven proposal builder with drag‑and‑drop editor, client collaboration, and built‑in e‑signing.

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Qwilr

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Creates interactive, web‑based proposals and quotes that look like native websites, complete with analytics and payment links.

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Zoho CRM – Quotes

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Integrated quoting module within Zoho CRM that pulls product data, applies discounts, and generates PDF quotes.

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Salesforce CPQ

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Enterprise‑grade configure‑price‑quote tool built on Salesforce, supporting complex pricing rules, approvals, and contract generation.

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HubSpot Sales Hub – Quotes

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Native quoting feature that creates branded quotes from HubSpot deals, with e‑signature and payment integration.

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Freshsales (Freshworks) – Quotes

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CRM‑embedded quoting tool that auto‑populates product fields, applies discounts, and tracks quote status.

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Conga CPQ

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Powerful CPQ platform for complex B2B sales, offering guided selling, pricing analytics, and contract generation.

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Xactly Configure, Price, Quote (CPQ)

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Cloud‑based CPQ that handles sophisticated pricing models, approvals, and revenue recognition.

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QuotePad

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Simple web app for creating professional quotes, invoices, and proposals with customizable templates.

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Quote Ninja

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Fast quoting tool with drag‑and‑drop builder, product catalog, and instant PDF generation.

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GetAccept

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Combines quoting, e‑signatures, and video messaging to boost proposal engagement and close rates.

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Better Proposals

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Template‑rich proposal software with built‑in payment processing, analytics, and e‑signatures.

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Bidsketch

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Proposal creation platform focused on speed, with reusable templates, client editing, and tracking.

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ClientPoint

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Enterprise proposal automation that centralizes content, automates quoting, and provides detailed engagement metrics.

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Quotient

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Online quoting tool that lets sales teams build branded quotes, accept payments, and monitor status.

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DealHub.io

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Revenue‑enablement platform offering CPQ, contract management, and guided selling in a single UI.

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QuoteRoller

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Web‑based quoting software with customizable templates, product catalogs, and integration with accounting systems.

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QuoteSoft

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Lightweight quoting solution for SMBs, featuring quick quote creation, PDF export, and email delivery.