- Revenue
- $100M
- Customers
- 30K
- Year founded
- 2011
- Funding
- $106.1M
- Team size
- 875
Top 49 Quote Management Software Companies (October 2026)
As of October 2026, Latka tracks 49 quote management software companies. They have combined revenues of $466.1M and employ 3.8K people. They have raised $454.7M and serve 73.1K customers combined.
Every company below sells quote management software to other businesses and is ranked by its most recent annual revenue. Revenue, funding, headcount and customer figures come from CEO interviews on the Latka podcast, public company filings, and Latka estimates where a company has not disclosed a number.
What Quote Management Software Companies do
Quote Management Software is designed to streamline and automate the process of creating, delivering, and managing quotes for products and services. This category of software helps businesses ensure accurate pricing, compliance with regulations, and consistent communication with customers. Key features often include templates for quotes, tracking capabilities, and integration with other sales tools to facilitate seamless operations. The primary use cases of Quote Management Software include generating accurate quotes for potential clients, tracking quote status, and managing revisions and approvals. Organizations leverage this software to enhance sales productivity by reducing the time spent on manual processes and improving the accuracy of quotes sent to customers. Common buyer personas include sales operations managers, sales representatives, and finance professionals who rely on quick access to pricing data and configuration options in real-time. Additionally, Quote Management Software may offer features that integrate directly with customer relationship management (CRM) systems to provide a cohesive view of client engagements. The software is crucial for businesses aiming to enhance their sales processes, maintain consistency in quotes, and improve the overall customer experience.
- Companies
- 49
- Revenue
- $466.1M
- Funding
- $454.7M
- Employees
- 3.8K
Filters
Sorting: Highest -> Lowest
Top Quote Management Software Companies by revenue
Showing 10 of 49 companies ranked by annual revenue.
2
iPipeline
Wayne, Pennsylvania, United States
iPipeline is a leading global provider of comprehensive and integrated digital solutions for the life insurance and financial services industries in North America, and life insurance and pensions industries in the UK. iPipeline couples one of the most expansive digital and automated platforms with one of the industry’s largest data libraries to accelerate, automate, and simplify various applications, processes, and workflows – from quote to commission – with seamless integration. The company’s vision is to help everyone achieve lasting financial security by delivering innovative solutions that connect, simplify, and transform the industry. Since its establishment in 1995, iPipeline has helped protect more than 49 million people, and today is trusted around the world by more than 100 insurance carriers, and providers, and more than 2,500 broker-dealers, financial institutions, Brokerage General Agencies (BGAs), Independent Marketing Organizations (IMOs), and Managing General Agents (MGAs). Connected to more than 500,000 agents and advisers/advisors, the company collected more than $33 billion in premium in life insurance and $55 billion in annuities in 2022. iPipeline operates as a business unit of Roper Technologies (Nasdaq: ROP), a constituent of the Nasdaq 100, S&P 500® and Fortune 1000®. For more information, please visit ipipeline.com/ and select your country of origin.
- Revenue
- $97.7M
- Year founded
- 1995
- Funding
- $86.4M
- Team size
- 888
- Revenue
- $61.6M
- Year founded
- 2014
- Funding
- $84.5M
- Team size
- 247
4
Solo
Lehi, Utah, United States
Software company bringing simplicity back to solar selling with precise proposals, seamless integrations and effortless contract management tools
- Revenue
- $42M
- Year founded
- 2018
- Team size
- 302
5
Zilliant
United States
Zilliant Incorporated provides software solutions that offer a platform for cloud-native pricing, CPQ, revenue optimization, and management, helping businesses solve pricing and sales challenges.
- Revenue
- $26.8M
- Year founded
- 1999
- Funding
- $78M
- Team size
- 244
6
Tacton
Chicago, Illinois, United States
Tacton is a leading SaaS company trusted by global manufacturers. Tacton Trusted Configuration simplifies sales for manufacturers of complex products. Tacton’s Configure, Price, Quote software is named a Leader by Gartner in the Magic Quadrant for CPQ Application Suites and is recognized for its advanced product configuration and visualization capabilities. Tacton’s founders pioneered computer-based product configuration which today powers Tacton CPQ and CAD Design Automation. Since 1998, Tacton is trusted by global customers such as ABB, Daimler, MAN, Scania, Siemens, Xylem, and Yaskawa. It is co-headquartered in Chicago and Stockholm, with regional offices in Karlsruhe, Warsaw, and Tokyo.
- Revenue
- $24.1M
- Year founded
- 1998
- Team size
- 219
7
ThreeKit
Chicago, Illinois, United States
visualization platform intended to create an interactive image and video experiences
- Revenue
- $21M
- Customers
- 220
- Year founded
- 2018
- Funding
- $65M
- Team size
- 81
- Revenue
- $8.6M
- Year founded
- 2016
- Team size
- 102
- Revenue
- $8M
- Customers
- 10K
- Year founded
- 2012
- Funding
- $12.4M
- Team size
- 58
10
Expedite Commerce
Plano, Texas, United States
Expedite Commerce lets you propose, deliver, and bill your products and services to your new and existing customers through a commerce platform built on Salesforce.com. Our philosophy is to build elegantly simple yet powerful systems that work for you and not the other way around. The days of bending and folding to your businesses technologies and processes are over. Now your employees can focus on building stronger relationships with your customers. A world where the system helps you manage your work quickly is here. What Our Software Solution Can Do For You: - Configure Price Quote (CPQ) - eCommerce - Billing Expedite Commerce opens the door to a world where your customer sees an unmatched level of responsiveness without sacrificing the same great experience online. eCommerce Software Solutions Expanded We don't just offer these powerful apps, Expedite Commerce partners with you to help refine and deliver your business objectives. We are not done until you win. That's why our
- Revenue
- $6.6M
- Year founded
- 2007
- Team size
- 54
Frequently asked questions about Quote Management Software Companies
How many quote management software companies are there?
Latka tracks 49 quote management software companies with reported revenue. Together they generate $466.1M in annual revenue and employ 3.8K people.
Which quote management software company is the largest?
Pandadoc is the largest, with $100M in annual revenue, founded in 2011.
How much revenue does a typical quote management software company make?
The average quote management software company in this list makes $9.5M a year, across 49 companies with reported revenue. They serve 73.1K customers combined.
Who are the leading Quote Management software vendors?
Ranked by annual revenue, the leaders are Pandadoc, iPipeline, DealHub, Solo and Zilliant.
How much funding have quote management software companies raised?
The 49 quote management software companies tracked here have raised $454.7M in disclosed funding between them.
Related Sales Tools categories
Inclusion Criteria
- Must provide tools for creating, editing, and managing sales quotes - Should allow for customization of quote templates and pricing structures - Must track the status of quotes and provide analytics on conversions - Should integrate with existing sales and CRM systems for seamless workflow - Not just focused on creating quotes; must also manage follow-ups and quote approvals - Should accommodate various pricing models, including discounts and promotions - Targeted at sales teams and professionals requiring efficient quote management