Best Quoting Software Tools for Small Businesses in 2025

This article explores the best quoting software tools for field teams in 2025 and how they simplify estimating, approvals, and payments. It explains how quoting apps help contractors, technicians, and small service teams save time, reduce pricing errors, and respond faster to client requests.

Contractor finalizing the project after sending a quick estimate through a quotation app

Quoting apps are changing how field teams handle estimates. Instead of scribbling numbers on paper or updating endless spreadsheets, you can now create, send, and track quotes from your phone. The right quoting and proposal software helps you stay organized, look professional, and win jobs faster.

A quoting app lets you build itemized estimates for labor, materials, and service fees in minutes. You can edit details on-site, send quotes to clients instantly, and get notified when they’re approved. Once accepted, the same quote can be turned into a job order or an invoice with no extra work.

Key Takeaways:

  • Quoting apps help field professionals create and manage estimates faster and more accurately.
  • Mobile access allows teams to send and track quotes directly from the job site.
  • Integrating quotes with invoices reduces errors and shortens payment cycles.
  • Digital quoting tools save hours each week compared to manual paperwork.
  • Analytics from quoting apps reveal performance trends and help refine pricing strategies.

1. Tofu – Best for Simple Quote Creation and Invoicing on the Go

Tofu brings quoting, invoicing, and payments together in one simple app designed for people who work in the field. It gives contractors, technicians, and small service teams the flexibility to manage every job detail without switching between tools. 

The app focuses on making daily tasks faster and more organized. It removes the friction of paperwork by keeping estimates, invoices, and client details in one place.

Key Features of Tofu:

  • Fast Quotes and Estimates: Create detailed, professional estimates on your phone in a few taps and send them instantly to clients.
  • Instant Quote-to-Invoice Conversion: Turn approved quotes into invoices without retyping line items or costs.
  • Mobile and Web Access: Use Tofu across devices, with full offline functionality for areas with weak connections.
  • Easy Payments: Accept credit cards and digital payments through Stripe to improve cash flow.
  • Client and Job Tracking: Store client details, job notes, and payment records together for complete visibility.
  • Smart Quote Templates: Save templates for recurring services or frequent quote formats to keep your workflow consistent.

Best For:

  • Independent contractors and field service pros who want to handle quotes and invoices without complex systems.
  • Small teams that need shared visibility on job estimates and payment status.
  • Businesses that value speed, professionalism, and easy mobile use.

Pricing:

  • Free trial available
  • Plus Plan: $9/month
  • Premium Plan: $13/month

Tip:

Tofu gives field teams everything they need to create quotes and send them without leaving the job site.

  • Invoice Generator: Generate detailed, professional estimates from your phone or browser in minutes, ready to share with clients.
  • Industry Templates: Use prebuilt templates tailored for contractors and service pros, keeping every quote accurate and consistent with your work.

Pros and Limitations of Tofu:

Pros Limitations
✅ Built specifically for field professionals and freelancers ❌ Designed mainly for small and mid-sized teams
✅ Simple, mobile-first interface
✅ Syncs seamlessly across web and mobile
✅ Works online and offline
✅ Integrated payments and client management

2. PandaDoc – Best for Proposal & Contract Integration

PandaDoc brings quotes, proposals, and e-signatures together in one workspace. It gives you the flexibility to create detailed, professional quotes that include pricing, product details, and payment options in a single document. The platform streamlines how field and sales teams manage every stage of the quoting process, without switching tools.

Key Features of PandaDoc:

  • Interactive Quote Builder: Add products, pricing, and discounts directly into your documents to create clear, itemized quotes.
  • Product Catalog and Bundling: Maintain a library of services and materials that automatically fill out your quotes, ensuring accuracy.
  • CRM Integration and Syncing: Connect PandaDoc to CRMs such as HubSpot or Salesforce to eliminate manual data entry and maintain consistent pricing.
  • Approval Workflows and Version Control: Track revisions, manage approvals, and maintain visibility across multiple quote versions.
  • E-signatures and Payments: Collect legally binding signatures and payments directly within your quotes, reducing turnaround time.

Best For:

  • Projects that require professional proposals with transparent pricing and digital approvals.
  • Teams that handle multiple client revisions and need built-in approval workflows.
  • Businesses that rely on CRMs and want their quoting process to sync automatically.

Pricing:

  • Free plan: $0/month
  • Starter plan: $35/seat/month
  • Business plan: $65/seat/month

Pros and Limitations of PandaDoc:

Pros Limitations
✅ Advanced quoting tools with product catalogs and bundles ❌ Can feel complex for small or single-person operations
✅ Manages quotes, proposals, and signatures in one place ❌ Heavy formatting may slow down larger files
✅ Template library speeds up creation for repeat quotes ❌ Editing after sending may require rework
✅ Reliable e-signature and payment collection

Create Quotes and Invoices in Minutes

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3. Scoro – Best for End-to-End Financial Oversight

Scoro is a work order management platform that integrates quoting, budgeting, project execution, and billing into a unified system. It lets you start from a quote, carry that into project planning, and follow through with invoicing and cost tracking. 

Key Features of Scoro:

  • Flexible Quote Structuring: Lay out your quote lines by deliverables, roles, or providers, using the estimation matrix to separate internal costs from client pricing.
  • Quote-to-Project Conversion: Turn accepted quotes into full projects automatically, carrying over scope, budgets, and tasks.
  • Approval Workflow Controls: Add internal review steps for high-value quotes to ensure profitability and compliance.
  • Financial Visibility & Forecasting: Compare quoted vs actual numbers in real time, monitor margins, and flag budget overruns early.
  • Integrated Billing & Invoicing: Generate invoices from quotes, include tracked time and expenses, and manage receipts without leaving the system.

Best For:

  • Teams delivering multiservice projects with multiple subcontractors or roles.
  • Businesses that need strong financial visibility in quoting and execution.
  • Firms that prefer a single system combining quoting, project delivery, and billing.

Pricing:

  • Core plan: $23.90/user/month
  • Growth plan: $38.90/user/month
  • Performance plan: $59.90/user/month

Pros and Limitations of Scoro:

Pros Limitations
✅ Quote and project phases stay linked for seamless workflow ❌ Interface can feel dense for new users
✅ Real-time margin tracking and financial forecasting ❌ Customizing PDF layouts is limited
✅ Internal approvals help manage quote risk ❌ Mobile experience is less polished than desktop
✅ Multi-currency and templating features support scaling

4. STACK – Best for Centralized Estimating

STACK connects digital takeoff and quoting in one platform, letting you measure materials, track quantities, and create accurate cost estimates from a single workspace. It simplifies the transition from plan review to proposal creation, helping you maintain accuracy and consistency across every project. This estimation app combines automation and real-time collaboration to keep your team aligned. 

Key Features of STACK:

  • Plan-Based Takeoff to Quote: Measure materials and quantities directly from drawings and maps, and push those figures into your quotes.
  • Cost Database Link: Connect your takeoff quantities to a cost library to keep your quotes accurate without repeated lookups.
  • Template-Based Estimating: Use prebuilt templates so recurring job types don’t demand recreating layouts from scratch.
  • Revision Tracking & Version Management: See changes between quote versions, compare edits, and maintain clarity over multiple iterations.
  • Cloud Collaboration: Share estimates, plans, and revisions with your team in real time, ensuring everyone works from the latest version.

Best For:

  • Contractors and specialty trades that frequently estimate jobs from blueprints and plans.
  • Teams that want to reduce wasted time on manual quantity counts and increase quote speed.
  • Businesses need tight alignment between material takeoff and cost estimates.

Pricing:

Tiered plans start from $2,599 per year.

Pros and Limitations of STACK:

Pros Limitations
✅ Cost database integration boosts estimate accuracy ❌ Learning the interface can take effort
✅ Comparison of versions helps control scope creep ❌ Less emphasis on payments or invoicing features
✅ Team collaboration ensures all users stay aligned
✅ Templates simplify recurring job types

5. Housecall Pro – Best for Field Service Quoting & Job Management

Housecall Pro serves as a full field service platform that combines quoting, scheduling, dispatch, invoicing, and payment collection. It supports field teams in turning estimates into jobs without jumping between apps. This integration helps maintain consistency across your work lifecycle and reduces friction between quoting and execution.

Key Features of Housecall Pro:

  • On-site Estimates: Create and send job quotes during appointments on your phone or tablet, adjusting line items or service options in real time.
  • Team Scheduling & Dispatch: Match the right technician to the right job and adjust routes or assignments as needed.
  • Automated Notifications & Reminders: Notify clients about confirmations, arrivals, or payment status to reduce no-shows and miscommunication.
  • Integrated Payments: Accept card payments or digital payments within the same app to avoid chasing invoices.
  • Customer Portal & History: Give clients access to quotes, invoices, and job history so you and your team stay aligned with former conversations.

Best For:

  • Field service businesses that want a central tool for quoting, scheduling, and job tracking.
  • Growing teams that must coordinate jobs, dispatch, and on-site quotes in one workflow.
  • Contractors seeking to minimize tool fragmentation and centralize operations.

Pricing:

  • Basic plan: $75/month for one user
  • Essentials plan: $189/month for five users
  • Max plan: $329/month for eight users

Pros and Limitations of Housecall Pro:

Pros Limitations
✅ Estimates, jobs, billing all in one system ❌ Pricing can scale steeply for larger teams
✅ Mobile quoting lets you sell on site ❌ Customization of quotes is limited
✅ Dispatch and scheduling built for field work ❌ Moderate learning curve for new users
✅ Notifications reduce missed jobs and calls

Comparing Top Quoting Apps for Small Businesses

Each quoting app brings its own strengths to the table. Some focus on mobile speed, others on data control or automation. The best fit depends on the kind of work you do, your team size, and how you manage clients. 

Field teams benefit most from tools that balance simplicity, reliability, and fast client response times. According to a study by Tachyon, contractors using digital quoting tools see up to 37% faster response time, proving that efficiency begins before the job starts.

Feature Tofu PandaDoc Scoro STACK Housecall Pro
Primary Focus Mobile-first quoting and invoicing Document automation and proposal workflows End-to-end project quoting and financial control Plan-based material takeoff and estimating All-in-one field service quoting and job management
Ease of Use Very easy to learn and use Moderate learning curve Moderate to complex Moderate for experienced estimators Easy for field and office teams
Mobile Access Strong mobile and offline access Works best on desktop Available through web Web-based with limited mobile tools Strong native mobile app
Quote-to-Invoice Conversion Instant conversion in one tap Built-in with approval workflow Integrated with project management Export available after takeoff Converts quotes into scheduled jobs
Client Tracking Built-in client portal payment history CRM integrations available Built-in contact and job tracking Shared project data across team Client portal with history and reminders
Customization Simple templates for trades Deep document customization Detailed quote and invoice templates Template-based takeoffs Custom fields and workflows
Team Collaboration Ideal for small teams Strong collaboration for sales teams Real-time project and finance updates Cloud-based multiuser access Shared job tracking and dispatch view

Key Features to Look For in a Quoting App

A good quoting app helps you create, manage, and send estimates without slowing down your workflow. The right set of features ensures accuracy, professionalism, and smooth communication with clients. Here are the key features that make quoting easier and more reliable:

  • Mobile Access: Allows you to create and edit quotes directly from your phone or tablet while working in the field.
  • Quote-to-Invoice Conversion: Automatically converts approved quotes into invoices, helping you maintain a consistent workflow.
  • Customizable Templates: Lets you save layouts for repeat services so each quote matches your business style and pricing structure.
  • Client Management: Keeps client details, project notes, and quote history in one place for quick follow-up.
  • Integrated Payments: Offers built-in payment options that let clients approve and pay quotes from the same platform.
  • Price Libraries and Item Lists: Stores service rates and material costs, keeping your quotes consistent and accurate.
  • Team Collaboration: Gives your team access to shared quotes and job information, reducing duplicate work.
  • Analytics and Reporting: Tracks quote approvals, win rates, and revenue performance to improve pricing strategies.
  • Offline Functionality: Keeps your quoting process active even in low-connectivity areas, so you never lose progress.
  • Automatic Reminders: Sends gentle prompts to clients about pending approvals, helping you close deals faster.

Simplify Your Quoting Workflow

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The Benefits of Integrating Quotations With Invoices

Connecting quotes and invoices in one system helps you move faster from job approval to payment. It reduces the chance of missing information and creates a smoother workflow between estimating, billing, and tracking. 

Here are the main benefits of using an integrated quoting and invoicing setup:

  • Seamless Workflow: Keeps every step connected from the first estimate to the final payment without manual re-entry.
  • Faster Payments: Shortens the time between job approval and billing, improving your cash flow.
  • Improved Accuracy: Ensures all pricing, materials, and job details match between quotes and invoices.
  • Better Client Experience: Makes it easier for clients to review, approve, and pay in one place.
  • Consistent Branding: Maintains a professional and unified look across quotes and invoices.
  • Centralized Tracking: Lets you monitor approvals, payments, and outstanding balances in a single dashboard.
  • Reduced Errors: Removes duplicate data entry that often leads to miscalculations or missing items.
  • Time Savings: Cuts down on administrative work, giving you more time to focus on field operations.
  • Clear Audit Trail: Keeps records of quotes, changes, and invoices together for better reporting and compliance.
  • Scalable Process: Supports growth by allowing you to handle more jobs without increasing admin effort.

Bringing quotes and invoices under one system helps you stay organized, get paid faster, and build stronger trust with your clients.

How Much Time Can Quotation Software Actually Save?

Quoting apps for tradesmen remove repetitive steps that slow down your workday. Manual quoting often involves entering client details, pricing, and materials more than once, which adds up over time. With quoting apps, you can build, send, and track quotes in minutes instead of hours. 

According to Convert_, on average, field professionals save 5 to 7 hours each week by using quoting tools that connect directly to their client database and pricing lists.

These tools also reduce back-and-forth communication. When a client reviews and approves a quote online, you skip the delays of waiting for calls or emails. Faster approvals shorten your sales cycle and keep projects on schedule.

As a field service pro, each minute saved on quoting adds up. For example, if you handle ten quotes weekly and each drops from 60 minutes to 20 via a quoting app, you reclaim over six hours per month, optimizing your sales process. That extra time can shift into client calls, job prep, or closing more work.

Quoting apps free you from tedious tasks like retyping job specs, reformatting layouts, or reconciling versions. They push consistency, accuracy, and speed into your workflow, turning hours of admin into minutes of smart work.

Can Quoting Apps Really Help Win More Jobs?

Quoting apps help you secure more work by improving how you communicate with clients and how quickly you respond. Speed and clarity in sales proposals often decide which contractor gets the job.  

A study conducted by SuperAGI found that businesses that connect with leads and send quotes within the first hour have a 160% higher conversion rate. A polished, transparent quote builds confidence and shortens the time between inquiry and approval.

Here’s how quoting apps help you win more jobs:

  • Faster Response Times: Automated quoting tools reduce waiting periods and help you deliver estimates while competitors are still drafting theirs.
  • Professional Presentation: Clean, branded quotes show professionalism and attention to detail, which builds client trust.
  • Accurate Pricing: Integrated cost libraries keep pricing consistent and prevent errors that can lose bids.
  • Instant Client Approvals: Clients can review and approve quotes online, making it easier for them to move forward without delay.
  • Better Client Communication: All quote details, from itemized costs to timelines, stay clear and organized in one place.
  • Follow-Up Automation: Built-in reminders keep quotes visible to clients, increasing approval chances.
  • Performance Insights: Data on win rates and response times help you refine your quoting strategy for future jobs.

When every quote and proposal feels quick, accurate, and professional, clients view your business as dependable and efficient. That perception often becomes the deciding factor between getting the job or losing it.

Final Thoughts: Best Quoting Software for Small Business

Quoting software has become a practical part of how field teams work today. It helps you create accurate estimates, manage approvals, and move smoothly from quote to invoice without losing time. The right app simplifies daily operations by keeping your pricing, client details, and documents connected in one place.

Digital quoting also improves consistency across your team. Each quote follows the same structure, ensuring clients receive clear, professional information every time. This level of organization reduces delays, minimizes errors, and makes your business appear more reliable.

FAQ

What is a quoting app for field teams?

A quoting app helps you create, send, and track job estimates digitally. It replaces paper quotes and spreadsheets, making it easier to price work accurately and manage client approvals in one place.

How does a quoting app differ from invoicing software?

Quoting apps handle estimates before work begins, while invoicing software records final charges after completion. Using both together creates a smoother workflow from quote to payment.

Can you use a quoting app offline on job sites?

Yes. Many quoting apps like Tofu let you build and edit quotes offline. Once you reconnect, your updates automatically sync to the cloud.

Which features matter most for contractors and technicians?

Mobile access, customizable templates, quote-to-invoice conversion, and integrated payments are key. These features help you manage quotes quickly and stay organized in the field.

Are quoting apps secure for client and payment data?

Most platforms use encryption, permission controls, and secure payment gateways. These protections safeguard client information and transactions.

From Quote to Payment - All in One App

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