Top 5 Quote Generators For Small Businesses

Top 5 Quote Generators For Small Businesses (Updated for 2025)

Written by: Stewart Gauld

|

Published on

|

Time to read 7 min

What are the top 5 quote generators for small businesses?

Are you looking to easily create, customize, and send quotes to your clients to close deals faster?

Say hello to online quote generators (often called estimate generators), an innovative tool that lets you craft professional, personalized quotes quickly and easily.

The best part? There’s no shortage of quote generators out there!

Whether integrated into a dedicated online invoicing software or a standalone document creation tool, there are plenty of options.

My top 5 quote generators for small business are:

Sheetify Bookkeeping quote generator.

Zoho Invoice quote generator.

Pandadoc quote generator.

Xero quote generator.

FreshBooks quote generator.

Top 5 quote generators for small business

Sheetify Bookkeeping

Sheetify Bookkeeping is a powerful Google Sheets bookkeeping template designed for small and micro businesses wanting to manage their finances directly within Google Sheets.

Available as a one-time payment of $67, you can easily organize and track your income, expenses, tasks, and more through one easy-to-use Google Sheets sheet.

Additionally, Sheetify Bookkeeping comes with a built-in quote generator!

This impressive integrated feature makes creating, customizing, and sending professional quotes to your clients effortless.

By integrating Google Forms and Google Docs with Google Sheets via a built-in Apps Script, Sheetify Bookkeeping effortlessly builds unique quotes tailored to your brand.

With just a few clicks, simply set up the quote generator within the Sheetify menu and personalize the details in Google Docs and Google Forms when prompted.

It’s that easy!

Check out this step-by-step guide on how to set up quotes within Sheetify Bookkeeping. 

Once everything is set up, the generator automatically pulls in all the necessary details from your Google Sheets data, automatically creating accurate quotes in seconds.

Everything is synced automatically through the built-in Apps Script, so there’s no need for tedious manual transfers between Google Docs and Sheets.

This saves you valuable time and eliminates the risk of errors!

When your quote is ready, you can easily download it as a PDF and send it directly to your clients.

Best of all, Sheetify securely saves every document within Google Workspace, so all your quotes are easily accessible whenever needed.

Sheetify Bookkeeping seriously makes managing your quotes through Google Sheets simpler, faster, and more efficient than ever.

To learn more about Sheetify Bookkeeping, check out this article showcasing all of Sheetify Bookkeeping’s impressive features and tools.  

Zoho Invoice

Zoho Invoice is a free online tool developed by the makers of the powerful online Zoho Business Suite.

You may be thinking…..isn’t Zoho Invoice an invoicing tool? And the answer is yes!

However, you can also create personalized and professional quotes with Zoho.

Thanks to Zoho’s built-in quote generator, you can create detailed quotes to send to your clients in the same place you send invoices, track expenses, and accept payments.

With editable templates, you can edit labels, add your own logo and signature, show specific tax details related to your business, and more.

Additionally, it’s possible to attach documents from your computer (or the cloud) for further personalization.

Once sent, customers can easily accept, decline, or negotiate the quote terms directly through the secure Zoho customer portal.

You also have access to this portal to check whether your quote has been viewed, accepted, or declined.

Also, quotes can be signed digitally through the dynamic ‘Zoho Sign’ integration. And once approved, you can instantly convert your quotes to invoices with a single click!

How convenient is that??

Zoho Invoice is a completely free app that allows you to create and send unlimited, customizable quotes and invoices.

Plus, it seamlessly integrates with Zoho Books for a comprehensive accounting and bookkeeping solution (not to mention the smooth connections to other Zoho Apps!)

Check out everything you can do with Zoho Invoice here. 

PandaDoc

PandaDoc goes far beyond a simple quote generation!  

PandaDoc is essentially an all-in-one automation tool that helps streamline your small business document management processes.

The idea? Effortlessly generate, send, track, and sign all your digital documents, including contracts, proposals, forms (and, of course, quotes), in one place.

In terms of quote generation, you can easily create custom quote templates that help your sales team make quotes faster.

Depending on your business, you can choose to set up one-off or recurring quotes.

And thanks to the powerful analytics feature, PandaDoc tells you when your clients have received, viewed, and accepted your quotes.

This makes follow-ups and deal closures a breeze!

PandaDoc also seamlessly integrates with popular small business CRM systems like Monday.com and HubSpot so you can easily sync your customer data and quotes.

For those looking for even more features, PandaDoc also supports automated workflows, approvals, and document tracking, offering a truly end-to-end solution.

It’s worth noting that PandaDoc’s free plan is a great starting point for quotes.

However, a paid plan is required for advanced features like document analytics, custom branding, bulk sending, and integrations.

Xero

Xero is a top accounting and bookkeeping choice for small and medium-sized businesses looking to streamline their finances.

The cloud interface is intuitive, easy-to-use, and includes many impressive features that support business growth.

Xero also comes with a sleek integrated quote generator designed to fast-track the entire billing process.

True to Xero’s reputation for simplicity and ease of use, the quote generator also boasts a user-friendly interface.

This means anyone can quickly create and send professional invoices from the web or mobile app in just a few clicks!

Individual online estimates (quotes) can be customized with your logo and business details and sent directly to your clients via email or a direct link.

It also pulls in saved contact, inventory, and pricing details from your Xero account, making the process quick and accurate.

Copying and editing previous Xero quotes can help you save time, and it’s also possible to craft custom email templates to accompany quotes!

Once ready, simply send your clients a PDF (or a direct link to their personalized quote), and you’re good to go.

Your clients can easily accept or decline quotes with just one click, ensuring quicker responses and smoother communication.

You can even easily track quotes and integrate the quote details with Xero’s impressive app marketplace for efficient customer data management.

Once a quote is accepted, it can easily be converted into an invoice, which saves time and reduces errors.

When transformed into an invoice, clients can pay directly from the invoice using various payment methods, such as credit card, debit card, Apple Pay, Google Pay, and direct debit.

Xero’s built-in quote generator is included in all Xero paid pricing plans. 

However, if you’re looking for a simple and free PDF quote, Xero offers a downloadable (and editable) quote template that you can quickly send to your customers at no cost!

Find out more about Xero’s built-in quote generator here! 

FreshBooks

FreshBooks is another cloud-based accounting tool designed to help small teams, freelancers, and entrepreneurs effectively manage their finances.

Essentially, FreshBooks offers various invoicing, expense tracking, time tracking, project management, and reporting tools.

Plus, FreshBooks offers a built-in estimate (quote) generator that simplifies the entire process of creating, managing, and sending quotes to your customers!

With just a few clicks, you can easily send professional estimates to your clients, ensuring both you and your client are on the same page from the get-go.

Like the other top quote generators mentioned, these estimates are fully customizable, allowing you to include your own key details like pricing, services, and payment terms.

Additionally, simply change the font, color, or images to represent your business and brand better.

Quotes can be sent in your preferred currency, and adding discounts is also possible.

Plus, they can be made and sent from both the intuitive mobile app and web interface!

Once received, customers can accept, decline, or give feedback about the quote, which you can easily track and respond to.

And finally, FreshBooks allows you to quickly turn your custom estimates into invoices that are ready for payment!

This will save you time on billing (and get you paid faster!)

While the FreshBooks quote generator isn’t free, the Lite paid plan allows you to send unlimited quotes for $7.60 monthly. 

Additionally, this cost grants you access to all of FreshBook’s other impressive accounting and bookkeeping features.

Find out more about FreshBook’s estimating software here. 

Why use a quote generator for small business?

Using a quote generator (whether a standalone tool or integrated accounting solution) is smart for any small business owner. And I’ll tell you why!

A quote generator automates the process of creating quotes, saving time and reducing the risk of human errors.

You can quickly create professional quotes, customize them with your branding, and ensure all details (pricing, taxes, discounts, and payment terms) are included and accurate.

This helps you close deals faster while presenting your business as organized and credible to clients! Which, of course, is the ultimate goal.

Most quote generators also allow you to seamlessly convert a quote into an invoice with just a few clicks (once it’s accepted).

This makes the transition from estimation to billing smooth and efficient, saving you even more time.

And many quote generators (like most of the options mentioned above) also integrate with other accounting tools, making it even easier to manage your finances in one place!

Ultimately, using a quote generator streamlines workflows, enhances professionalism, and boosts organizational efficiency.

Plus, it helps you get paid faster! It really is a no-brainer, right?

Thanks for reading this article on the top 5 quote generators for small businesses.

Make sure you check out my article on the top 5 invoice generators for small business here.

Popular Google Sheets Toolkits

Recent Posts