What is quoting software and how does it work?

Quoting software is an essential tool that helps businesses create accurate quotes for their products or services. It streamlines the quoting process by allowing users to customize templates, calculate prices, and generate professional quotes quickly. With airSlate SignNow's quoting software, you can easily integrate e-signatures to expedite the approval process.

How much does airSlate SignNow's quoting software cost?

airSlate SignNow offers flexible pricing plans tailored to suit different business needs. Our quoting software comes with various subscription options that allow businesses to choose a plan that fits their budget. You can visit our pricing page for detailed information and explore features included at each pricing tier.

What features are included in your quoting software?

Our quoting software includes customizable templates, automated pricing calculations, e-signature integration, and document tracking capabilities. These features empower businesses to create accurate and professional quotes while streamlining the approval process. With airSlate SignNow, you’ll also benefit from user-friendly interfaces that enhance productivity.

Can I integrate airSlate SignNow's quoting software with other tools?

Yes, airSlate SignNow's quoting software offers seamless integrations with various CRM systems, project management tools, and accounting software. This flexibility allows businesses to combine their quoting processes with other operational workflows. By integrating our quoting software, you can maximize efficiency and improve communication across teams.

What are the benefits of using airSlate SignNow's quoting software?

Using airSlate SignNow's quoting software helps businesses save time and reduce errors in their quoting processes. With easy customization, automated calculations, and e-signature capabilities, the software enhances both speed and accuracy. Additionally, it improves overall customer experience by allowing clients to receive and approve quotes quickly.

Is the quoting software suitable for small businesses?

Absolutely! Our quoting software is designed to cater to businesses of all sizes, including small businesses. It provides the necessary tools to create precise quotes without the complexity that often comes with high-end solutions, making it an ideal choice for startups and small enterprises looking to grow.

How secure is the data stored in your quoting software?

Data security is a top priority at airSlate SignNow. Our quoting software implements industry-standard security protocols, including data encryption and secure cloud storage. This ensures that all information, including sensitive customer data, remains protected and confidential.

Electronic Signature
Features
The quoting software
Quoting Software for Efficient eSigning

Quoting Software for Secure eSignatures

Effortlessly send and eSign documents while saving time and costs. Experience the simplicity of airSlate SignNow's intuitive platform for all your quoting needs.

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What quoting software does and how it fits with eSignatures

Quoting software centralizes creation, delivery, and tracking of price quotes and related documents while integrating electronic signature capabilities to finalize agreements. It streamlines template-based proposals, captures recipient decisions, enforces approval flows, and logs events for recordkeeping. When paired with an eSignature platform like signNow, organizations can reduce manual handoffs, preserve audit trails, and maintain compliant signed records under U.S. electronic signature laws. The combination supports mobile signing, role-based access, and integrations with CRM and storage platforms to keep quotes accurate and auditable throughout the sales lifecycle.

Why teams adopt quoting software with eSignatures

Quoting software reduces turnaround time, centralizes quote history, and reduces manual errors while ensuring a signed record for enforceability under U.S. electronic signature law.

Common operational challenges before adopting quoting software

Inconsistent pricing versions circulate across email, causing delays and disputes when finalizing quotes.
Manual approvals and paper signatures extend sales cycles and increase the risk of lost documents.
Lack of integration with CRM requires duplicate data entry and increases administrative workload.
Insufficient audit records make it difficult to demonstrate who approved or altered a quote.

Representative user profiles

Sales Manager

A Sales Manager configures standard quote templates, enforces discount approvals, and monitors quote-to-order conversion rates. They use quoting software to reduce turnaround time, ensure pricing consistency, and access signed records when disputes or audits arise.

Procurement Analyst

A Procurement Analyst validates supplier quotes and approval workflows, comparing signed proposals against purchase orders and contracts. They depend on a clear audit trail and role-based access to verify authenticity and maintain compliance with internal procurement controls.

Teams and roles that commonly use quoting software

Sales, operations, and finance teams rely on quoting software to standardize offers and capture approvals across departments.

Sales reps who need quick, accurate proposals and electronic signature collection.
Finance teams that require approved pricing and an auditable record for billing.
Operations and procurement groups coordinating approvals and compliance verifications.

Legal, procurement, and customer success teams also reference signed quote records to enforce terms and support renewals.

Essential quoting software features to evaluate

Look for capabilities that support scale, compliance, and integration across sales and finance systems to keep quote accuracy and cycle times predictable.

Bulk Send

Ability to distribute identical quote documents to large recipient lists and collect signatures individually, reducing manual send time for high-volume communications.

Template Library

Reusable templates with configurable fields and approval placeholders that enforce consistent language, pricing structures, and required signature blocks across the organization.

Audit Trail

Comprehensive logging of each event—views, edits, and signatures—providing a tamper-evident record for internal review and legal defensibility.

Authentication

Multiple signer verification options, including email, SMS passcode, and third-party identity checks to meet varying transaction risk levels and compliance needs.

Mobile Access

Native or responsive mobile signing for recipients and senders, enabling execution in the field and reducing response times for time-sensitive quotes.

API Integration

A stable eSignature API to embed signing and document workflows into existing systems, enabling automation of quote generation and lifecycle events.

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Common integrations for quoting software workflows

Key integrations reduce duplicate entry and ensure signed quotes are tied to customer and file systems for end-to-end traceability.

Google Docs

Two-way integration lets you import Google Docs templates, apply field mappings, and push signed PDFs back to Drive for centralized storage and version control within your shared workspace.

CRM Systems

Connect to CRM platforms such as Salesforce to populate quote fields from contact and opportunity records, update opportunity stages on signature, and store signed documents on the customer timeline.

Dropbox and Cloud Storage

Automate file archival by routing executed quotes to designated Dropbox folders with organized naming conventions and retention labels for consistent recordkeeping.

Custom Templates

Create and manage standardized template libraries with dynamic pricing tables and conditional sections to ensure compliance and consistency across all outgoing quotes.

How online quoting and eSignatures interoperate

The integration path links quote generation, recipient validation, signature capture, and archival in a single recorded flow.

Quote creation: Templates merge business data automatically.
Recipient validation: Authentication methods confirm signer identity.
Signature capture: Signatures are recorded digitally with timestamps.
Storage and audit: Final documents and event logs are retained.

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Quick setup: Creating and sending a quote

Follow these core steps to create a quote, collect signatures, and store the executed document with a clear audit trail.

01

Create Template: Build a reusable quote template with pricing fields.
02

Populate Details: Insert client data and line items from CRM.
03

Set Approvals: Add internal approvers and conditional routing.
04

Send for Signature: Deliver via email or mobile for electronic signing.

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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.

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Typical workflow settings when configuring quoting software

Set clear defaults for notifications, approvals, and storage to ensure consistent processing of quotes and signed records.

Setting Name	Configuration
Reminder Frequency	48 hours
Approval Chain Depth	Two levels
Default Storage Folder	Finance/Executed Quotes
Signature Expiration	90 days
Notification Template	Standardized email

Supported platforms and minimum requirements

Quoting software and eSignature tools operate across modern browsers and mobile platforms; check specific vendor documentation for exact versions and requirements.

Desktop browsers: Chrome, Edge, Safari
Mobile operating systems: iOS and Android
Security prerequisites: TLS 1.2+ enabled

Confirm browser compatibility, enable TLS connections, and ensure mobile users have updated apps to maintain security, access to authentication methods, and proper rendering of templates and signature fields.

Security and document protection elements

Encryption at rest: AES-256 encryption

Encryption in transit: TLS 1.2+ connections

Access controls: Role-based permissions

Authentication options: Multi-factor available

Document retention: Configurable policies

Audit logging: Immutable event records

Industry examples using quoting software

Practical examples show how quoting software simplifies approvals and preserves signed records across different workflows.

Mid-market SaaS Renewal

A subscription business automates renewal quotes to customers with embedded price tables and standard terms.

Uses CRM integration for customer data and automated reminder sequences.
Reduces manual entry and missed renewals.

Resulting in faster signed renewals and clearer revenue recognition for the accounting team.

Construction Bid Approval

A contractor prepares project estimates from pre-approved line items and routes them for staged approvals.

Includes versioned templates and required sign-offs from project managers.
Lowers error rates and standardizes scope descriptions.

Leading to clearer scope acceptance and reduced disputes during project execution, improving on-time starts.

Best practices for secure and accurate quoting

Applying consistent controls and reviewing document handling reduces risk and improves the reliability of signed quotes in audits and disputes.

Establish standardized template and pricing controls

Maintain a central template library with locked fields for critical terms and approved price matrices. Limit who can edit templates to reduce unauthorized changes and version drift across teams.

Use explicit signer authentication where risk is higher

Apply stronger identity verification such as SMS passcodes or knowledge-based checks for high-value or regulated transactions to strengthen enforceability and deter fraud.

Retain full audit trails and exportable logs

Capture complete event metadata—timestamps, IP addresses, and signer actions—and store these logs alongside the executed document to satisfy internal and external audit requirements.

Integrate quoting with CRM and finance systems

Automate data synchronization so final signed terms populate CRM records and trigger billing workflows, reducing manual rekeying and billing errors after signature.

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Data accuracy, security, and compliance

airSlate SignNow is committed to protecting your sensitive information by complying with global industry-specific

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FAQs About quoting software and eSignature handling

Answers to frequent questions about using quoting software with electronic signatures and common configuration issues.

Are electronic signatures legally valid in the U.S.?
Yes. Under ESIGN and UETA, electronic signatures are legally enforceable when intent to sign and proper record retention are demonstrated. Ensure your workflow captures signer intent, consent to do business electronically, and an audit trail to support validity.
Does signed quoting software meet HIPAA or FERPA requirements?
Sensitive health or education records may require specific protections. For HIPAA, use a vendor that will sign a BAA and offers required technical safeguards. For FERPA, restrict access and follow institutional policies when handling student education records.
What should I do if a recipient cannot open the quote?
Confirm the file format and recommend downloading a PDF viewer. Offer an alternate delivery method, such as a direct secure link, and verify the recipient's email and spam settings if messages do not arrive.
How can I prove the identity of the signer?
Use available authentication methods—email verification, SMS one-time passcodes, or identity verification services—to add assurance. Maintain audit logs that capture authentication events, IP addresses, and timestamps for evidentiary purposes.
What if a quote needs to be modified after sending?
Avoid editing a sent document directly. Instead, create a new revision, route it through approvals, and capture a fresh signature. Retain both versions with clear metadata to show the amendment history and authority for changes.
How long should I retain signed quotes and records?
Retention depends on legal, tax, and internal policies; common practice is to retain executed agreements for the life of the contract plus several years. Implement configurable retention policies and legal holds to meet regulatory and business requirements.

Feature availability comparison for eSignature platforms

A concise availability matrix for common quoting and signing capabilities across leading eSignature providers.

Feature	signNow (Recommended)	DocuSign	Adobe Acrobat Sign
Bulk Send availability
API access for automation
Mobile applications
Comprehensive audit trail

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Operational and compliance risks to manage

Invalid signatures: Legal challenge risk

Data breaches: Regulatory fines

Missing audits: Noncompliance findings

Unauthorized changes: Contract disputes

Retention gaps: Evidence loss

Incorrect approvals: Payment delays

Pricing and plan feature snapshot across eSignature providers

High-level cost and feature comparisons reflect common starting points and notable plan inclusions for organizations evaluating quoting and signing solutions.

Comparison Metric	signNow (Recommended)	DocuSign	Adobe Acrobat Sign	HelloSign	PandaDoc
Starting price per user (monthly)	Plans from $8/month	Plans from $10/month	Plans from $14.99/month	Plans from $15/month	Plans from $19/month
Free trial availability	Yes, trial available	Yes, trial available	Yes, trial available	Yes, trial available	Yes, trial available
API and developer access	API included on paid plans	API available on business plans	API in enterprise tiers	API on business plans	API included on growth plans
Bulk send support	Included on business plans	Included on business plans	Enterprise feature	Business plans include bulk send	Available on select plans
HIPAA-compliant options	Available with BAA	Available with BAA	Available with BAA	Requires enterprise arrangements	Requires enterprise arrangements

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