Best Quoting Software for Secure eSignatures

airSlate SignNow offers an intuitive platform for sending and eSigning documents, helping you save time and reduce costs effortlessly.

No credit card required
See how it works!Click here to sign a sample doc

Award-winning eSignature solution

What best quoting software does and why it matters

Best quoting software centralizes quote creation, review, approval, and signature in a single digital workflow, reducing manual steps and document errors. It typically combines templated pricing, configurable line items, conditional logic for discounts, and eSignature integration so proposals move from draft to signed agreement faster. Organizations use quoting platforms to standardize terms, capture audit trails for regulatory and internal governance, and integrate pricing data with CRM systems to keep records synchronized across sales and operations.

Why organizations adopt best quoting software

Using best quoting software reduces turnaround time, improves pricing accuracy, and ensures consistent terms across deals, leading to clearer audit records and fewer disputes.

Why organizations adopt best quoting software

Common pain points best quoting software addresses

  • Manual price calculations create inconsistent quotes and slow sales cycles.
  • Version control issues make it hard to track the active terms of a proposal.
  • Lack of integrated signatures forces customers to switch tools and delay approvals.
  • Disconnected CRM and document systems produce duplicate data and reporting gaps.

Representative user roles and responsibilities

Account Executive

An Account Executive creates and sends customized quotes, applies approved discount rules, and tracks signature status. They rely on templates and integrations with CRM to populate customer data and reduce manual entry while keeping pricing consistent across deals.

Finance Manager

A Finance Manager reviews quote approvals, enforces margin thresholds, and audits signed documents. They use reporting and approval workflows to ensure discounting follows policy and that executed agreements align with revenue recognition requirements.

Teams that commonly use best quoting software

Sales, finance, procurement, and operations teams typically rely on quoting tools to speed approvals and maintain consistent pricing.

  • Sales teams use templates and automated pricing to produce accurate proposals quickly.
  • Finance teams review discounts and approvals to protect margins and compliance.
  • Operations and procurement review standardized terms for fulfillment and vendor alignment.

Cross-functional use ensures quotes move from initial request to signed agreement with clearer accountability and an auditable activity record.

Additional capabilities that improve quoting outcomes

Advanced features help scale quoting across teams and automate routine tasks to reduce errors and cycle time.

Line-item configuration

Fine-grained product and pricing configuration supports bundles, tiered discounts, usage-based charges, and automated tax calculations to produce accurate, auditable totals on every quote.

Conditional logic

Conditional fields and rules display only applicable options to the salesperson, preventing invalid combinations and guiding users through compliant pricing decisions.

Bulk Send

Bulk Send enables sending many personalized quotes or signature requests in a single operation, reducing repetitive tasks and accelerating contract execution for mass renewals or common agreements.

Reporting and analytics

Built-in reporting tracks quote-to-sign timelines, approval bottlenecks, discount usage, and win rates, enabling data-driven adjustments to pricing and process.

Document templates

Advanced template management supports version control, localized terms, and role-based editing to keep legal language consistent across markets and product lines.

API and webhooks

APIs and webhooks let you automate quote generation, push signed documents into downstream systems, and trigger events for billing or provisioning once signatures are complete.

be ready to get more

Choose a better solution

No credit card required

Four essential features to evaluate

Core capabilities determine how well a quoting tool handles volume, compliance, and integration with existing systems.

Template library

Robust templates let teams standardize language, pre-fill pricing variables, and include legal clauses to ensure every quote follows company policy and reduces manual editing before proposal delivery.

Approval workflows

Configurable approval flows enforce discount thresholds, route exceptions to designated approvers, and provide an auditable approval record to support internal controls and financial governance.

eSignature integration

Built-in eSignature links signature fields to quotes so customers can sign securely online, preserving the agreement's legal integrity under ESIGN and UETA when used with appropriate authentication measures.

CRM sync

Two-way CRM integration ensures customer, opportunity, and contract data remain synchronized, reducing duplicate entry and helping sales teams manage pipeline and post-signature fulfillment.

How quoting and signing typically flow

A standard sequence moves a quote from draft through approval to a signed agreement, with audit records captured at each stage.

  • Draft: Prepare quote using templates and product lists.
  • Approve: Route to managers for discount or term approvals.
  • Send: Deliver quote with signature fields to the counterparty.
  • Archive: Store signed agreement and audit trail in secure storage.
Collect signatures
24x
faster
Reduce costs by
$30
per document
Save up to
40h
per employee / month

Quick setup: Create your first quote

A concise checklist for producing and sending a compliant digital quote with eSignature integration.

  • 01
    Create template: Build a reusable quote template with pricing fields.
  • 02
    Set approvals: Add approval steps for discount or non-standard terms.
  • 03
    Populate customer: Pull contact and account data from your CRM.
  • 04
    Send with signature: Attach signature fields and send for digital signing.
be ready to get more

Why choose airSlate SignNow

  • Free 7-day trial. Choose the plan you need and try it risk-free.
  • Honest pricing for full-featured plans. airSlate SignNow offers subscription plans with no overages or hidden fees at renewal.
  • Enterprise-grade security. airSlate SignNow helps you comply with global security standards.
Start free trial
illustrations signature

Typical workflow settings for quoting and signature automation

Standard configuration items align quoting tools with corporate approval and retention policies while enabling predictable automation behavior.

Workflow Setting Name and Details Default configuration values used by workflows
Reminder email frequency setting 48 hours
Signer authentication method policy Email or SMS OTP
Approval escalation and routing Manager then finance
Template version control rule Require legal sign-off
Archive retention and storage Seven years

Device and platform considerations for signing and quoting

Confirm that your quoting and eSignature solution supports the devices and browsers used by your team and customers before full deployment.

  • Desktop support: Modern browsers
  • Mobile support: iOS and Android apps
  • Offline access: Limited offline signing

Ensuring cross-platform compatibility reduces friction for signers and administrators; check browser requirements, mobile app capabilities, and any operating system restrictions to maintain reliable access and a consistent signing experience across devices.

Security controls to look for in best quoting software

Data encryption: AES-256 at rest
Transport security: TLS 1.2+ in transit
Access controls: Role-based permissions
Authentication options: SAML and MFA
Audit logging: Immutable event trails
Data residency: US-based storage options

Industry examples showing best quoting software in action

Real-world scenarios show how quoting and eSignature workflows reduce turnaround and improve compliance across sectors.

Healthcare provider contracting

A hospital procurement team consolidated vendor quotes into a single templated process to reduce errors and speed approvals

  • Template-driven pricing and required fields
  • Reduced contracting time and fewer manual corrections

Resulting in faster vendor onboarding and clearer audit trails.

SaaS sales and renewals

A SaaS company standardized subscription quotes with embedded terms and automated approvals for discounts

  • Pre-approved pricing tiers and renewal logic
  • Shorter sales cycles and consistent revenue recognition

Leading to improved forecast accuracy and reduced billing disputes.

Best practices for accurate, secure quoting and signing

Operational practices help teams maintain accurate pricing, ensure compliant signatures, and reduce downstream disputes.

Standardize templates and clause libraries
Maintain centralized templates and approved legal clauses to ensure every quote uses consistent terms; version control ensures legal and sales teams agree on current language and reduces the risk of contradictory agreements.
Enforce approval workflows on discounts
Define approval thresholds for discounts or non-standard terms, route exceptions to the proper approver, and capture approvals in the audit trail to protect margins and ensure policy compliance.
Use role-based access and MFA
Apply role-based permissions and multi-factor authentication to limit access to sensitive quoting features and signed documents; this reduces internal misuse and supports regulatory security requirements.
Retain signed documents with audit logs
Store executed quotes and their audit trails in secure, retrievable archives for the required retention period to support legal enforceability and internal reviews.
Connect airSlate SignNow to your apps
Check out airSlate SignNow integrations
Data accuracy, security, and compliance
airSlate SignNow is committed to protecting your sensitive information by complying with global industry-specific
Learn more about security

FAQs About best quoting software

Common questions cover setup, signature validity, integrations, and secure handling of quotes and signed agreements.

Feature availability: signNow compared with major eSignature providers

A brief compatibility snapshot of common quoting and signing features across leading eSignature platforms.

Feature signNow (Recommended) DocuSign Adobe Sign
ESIGN and UETA compliance
Mobile app availability
API access and REST support
Bulk Send capability
be ready to get more

Get legally-binding signatures now!

Start your free trial

Retention and compliance timelines to plan for

Common document retention and review timelines help align quoting practices with regulatory and internal governance requirements.

Standard retention period:

Retain signed agreements for seven years unless regulation requires otherwise.

Contract review cadence:

Review contract templates annually to ensure legal and pricing updates are applied.

Audit log retention window:

Retain audit trails for the same period as signed documents to support investigations.

Backup frequency:

Daily backups to secure storage with periodic integrity checks.

Access review schedule:

Quarterly review of user permissions and role assignments to ensure least privilege.

Risks of inadequate quoting and signature processes

Contract disputes: Lost revenue
Regulatory exposure: Fines
Data breaches: Remediation costs
Sales delays: Missed opportunities
Audit failures: Penalties
Reputational harm: Customer churn

Core feature presence across common eSignature providers

A concise view of whether leading providers include essential quoting and signing features at a plan level.

Plan and Feature signNow (Recommended) DocuSign Adobe Sign Dropbox Sign PandaDoc
Free trial availability Yes Yes Yes Yes Yes
API included in paid plans Yes Yes Yes Yes Yes
ESIGN and UETA compliance Yes Yes Yes Yes Yes
Mobile signing apps Yes Yes Yes Yes Yes
Bulk send or batch signing Yes Yes Yes Yes Yes
Template management features Yes Yes Yes Yes Yes
walmart logo
exonMobil logo
apple logo
comcast logo
facebook logo
FedEx logo

Explore Advanced Features

Discover More eSignature Tools

be ready to get more

Get legally-binding signatures now!

Start free trial
Company
Forms
Pricing
Resources
Knowledge base
Other Products
© 2026 airSlate Inc. All rights reserved.
English