- Revenue
- $100M
- Customers
- 30K
- Year founded
- 2011
- Funding
- $106.1M
- Team size
- 875
- Growth
- -
Top 40 Quote Management Software SaaS Companies in June 2026
As of June 2026, there are 40 SaaS companies in Quote Management Software. They have combined revenues of $399.5M and employ 3.2K people. They have raised $274.3M and serve 60K customers combined.
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.
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Top Quote Management Software Companies
Showing 10 of 5 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
- Customers
- -
- Year founded
- 1995
- Funding
- -
- Team size
- 888
- Growth
- -
- Revenue
- $61.6M
- Customers
- -
- Year founded
- 2014
- Funding
- $84.5M
- Team size
- 247
- Growth
- 54.22%
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
- Customers
- -
- Year founded
- 2018
- Funding
- -
- Team size
- 302
- Growth
- -
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
- Customers
- -
- Year founded
- 1999
- Funding
- $78M
- Team size
- 244
- Growth
- -
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