Best 8 AI Tools for Sales Quotations: WIN More Deals

Shawn
By Shawn
Best AI Tools for Sales Quotations

Are you tired of creating sales quotes manually? The process is slow, full of errors, and often results in lost deals.

Many teams are stuck with outdated spreadsheets, leading to pricing mistakes that frustrate customers and hurt your bottom line.

While many “AI quoting tools” promise to help, they can be clunky and ineffective. We’ve done the hard work for you, testing the top AI tools for sales quotations to find the ones that actually boost speed and accuracy.

Here are the platforms that will help you close deals faster.

How AI-Powered Quoting Platforms Accelerate the Sales Cycle?

AI-powered quoting platforms significantly shorten the sales cycle by automating time-consuming manual tasks. These systems instantly generate accurate quotes, eliminating the hours or days sales representatives spend on manual calculations and data entry.

How AI Quoting Speeds Up Sales

By integrating with CRM systems, AI tools pull customer and product data automatically, which speeds up the initial response to customer inquiries.​ Furthermore, AI platforms use intelligent workflows to automate internal approvals for discounts or custom configurations, preventing deals from stalling in the approval stage.

This automation allows sales reps to deliver precise, compliant proposals to buyers almost immediately, maintaining deal momentum and reducing the time from initial contact to a signed contract. By freeing up representatives to focus on selling rather than administrative work, businesses see a notable reduction in overall sales cycle length.​

Powerful AI Solutions to Automate Sales Quotations

AI Tools for Sales QuotationsCore FunctionPrimary Audience
QwilrInteractive proposalsSales teams
HubSpotAll-in-one salesMost businesses
Regie.aiSales engagementProspecting teams
Prezent.aiAI presentationsEnterprise teams
DealHubUnified CPQOperations, sales
SalesloftRevenue orchestrationEntire revenue teams
SaleshandyCold outreachLead generation
InsightSquaredSales forecastingSales leaders

1. Qwilr

Qwilr empowers sales professionals to transform static quotes into dynamic, interactive web pages. This modern approach allows you to embed videos, ROI calculators, and other rich media directly into your proposals, creating a more engaging buyer experience that sets you apart from the competition.

The platform centralizes the final, crucial steps of your deal. With integrated AI features for e-signatures and payment processing, you can guide your clients from quote to cash within a single, beautifully designed document, significantly reducing deal friction and accelerating your sales cycle.

  • Creates visually impressive, interactive proposals.
  • Tracks buyer engagement within each document.
  • Integrates with leading CRM and accounting software.
  • Combines quoting, signing, and payment features.
  • Primarily focuses on proposal document aesthetics.
  • Requires some design effort for full customization.

Best for: Sales teams aiming to close deals with visually compelling, trackable proposals.

2. HubSpot Sales Hub

HubSpot Sales Hub

HubSpot's Sales Hub integrates AI-powered quoting directly within its comprehensive CRM platform. This allows your sales team to generate accurate and professional-looking quotes in moments, pulling customer data automatically to eliminate manual entry and reduce errors.

The platform's AI goes beyond simple quoting by analyzing customer behavior to help you prioritize high-potential leads. This ensures your team focuses its energy on the deals most likely to close, streamlining the entire sales process from initial contact to final signature.

  • Fully integrated with a powerful CRM platform.
  • Uses AI for intelligent lead scoring.
  • Offers a complete suite of sales tools.
  • Features automated and smart CPQ functionality.
  • Advanced features are in higher-priced plans.
  • It can be overwhelming due to its many features.

Best for: Businesses wanting an all-in-one platform for sales, marketing, and quoting.

3. Regie.ai

Regie.ai

Regie.ai functions as a unified AI Sales Engagement Platform that streamlines your entire revenue technology stack. It uses AI Agents to automate the administrative overhead of prospecting, allowing your sales reps to focus on strategic conversations and high-value activities.

By handling top-of-funnel outreach and ensuring every lead receives prompt attention, Regie.ai empowers your team to build pipeline more effectively. It ensures consistent, on-brand messaging across all communication channels, freeing up sellers to concentrate on building relationships and closing deals.

  • Automates prospecting with advanced AI agents.
  • Unifies multiple sales tools into one platform.
  • Ensures consistent messaging across all outreach.
  • Frees up reps to focus on selling.
  • Not a dedicated CPQ or quote generation tool.
  • Focus is on prospecting, not deal closing.

Best for: Sales teams needing to automate top-of-funnel prospecting and lead engagement.

4. Prezent.ai

Prezent AI

Prezent.ai is an intelligent AI presentation platform that enables enterprise teams to create impactful, on-brand sales presentations in seconds. It is specifically tailored for industries like Technology and Life Sciences, where data-rich, compelling narratives are critical for success.

While not a direct quoting tool, it automates the creation of the sales collateral that accompanies a quote. By transforming simple prompts into polished, audience-specific presentations, Prezent.ai eliminates countless hours spent on slide design and formatting, allowing your team to focus on storytelling.

  • Rapidly creates professional, branded business presentations.
  • AI is tailored for specific industry needs.
  • Saves significant time on slide formatting.
  • Ensures brand consistency across sales materials.
  • Does not generate numerical quotes or pricing.
  • Focused solely on the presentation document itself.

Best for: Enterprise teams that need to create high-impact, data-driven sales presentations.

5. DealHub

DealHub offers a purpose-built AI platform that combines CPQ, Contract Lifecycle Management (CLM), and Subscription Billing. It is engineered to master quoting complexity and automate the entire quote-to-revenue journey for sales operations and finance teams.

The system acts as a single source of truth, centralizing all quoting logic to eliminate version control issues and manual workarounds. It provides a user-friendly interface for reps creating quotes while offering robust control for managers approving discounts and configurations.

  • Provides a unified CPQ, CLM, and billing solution.
  • Automates complex pricing and discount rules.
  • Eliminates manual adjustments and version errors.
  • Features a user-friendly interface for sales reps.
  • May be overly robust for simple quoting needs.
  • Focus extends across the entire deal lifecycle.

Best for: Organizations that need to automate a complex, multi-stage quote-to-revenue process.

6. Salesloft

Salesloft

Salesloft is an AI Revenue Orchestration Platform that guides sales teams to execute their strategies more intelligently. The platform uses AI to deliver actionable insights that help build a stronger pipeline, manage deals effectively, and accelerate sales cycles from start to finish.

Within its deal management workspace, Salesloft provides sellers with a clear, AI-driven view of every opportunity, identifying risks and recommending the next best actions. This transforms raw data into a strategic advantage, helping reps focus their efforts to close business faster.

  • Delivers AI-driven insights to guide seller actions.
  • Offers a complete platform for the sales cycle.
  • Helps prioritize deals and high-value tasks.
  • Includes strong conversation and revenue intelligence.
  • It is not a dedicated, standalone CPQ solution.
  • Pricing may be prohibitive for smaller teams.

Best for: Revenue teams focused on using AI insights to orchestrate sales execution.

7. Saleshandy

Saleshandy

Saleshandy is a powerful cold email outreach platform designed for sales teams that need to scale their outbound lead generation. It provides a complete solution for automating personalized email campaigns and managing all prospect conversations in a single, unified inbox.

Although its primary function is top-of-funnel prospecting, its automation capabilities are essential for the initial stages of the sales process. By helping you identify and organize promising leads, it ensures your sales reps can efficiently manage a high volume of opportunities.

  • Automates personalized cold email campaigns at scale.
  • Includes access to a large B2B contact database.
  • Manages all conversations in one unified place.
  • Offers strong tools to ensure email deliverability.
  • Lacks dedicated quote generation or CPQ features.
  • It is primarily a top-of-funnel prospecting tool.

Best for: Sales teams that need to automate cold email outreach and lead generation.

8. InsightSquared

InsightSquared

InsightSquared is a robust revenue intelligence platform that provides AI-powered sales forecasting, pipeline management, and deep analytics. With hundreds of out-of-the-box reports, it gives sales leaders and RevOps teams a direct path to predictable revenue growth.

The platform streamlines forecast submissions and validates them with machine learning to ensure accuracy. Its interactive pipeline management tools automatically identify risks and opportunities, enabling your team to make data-informed decisions and adapt strategies to exceed revenue goals.

  • Offers powerful AI-driven sales forecasting.
  • Automates activity capture from your CRM.
  • Provides deep visibility into pipeline health.
  • Features conversation intelligence to analyze calls.
  • An analytics platform, not a quoting tool.
  • Requires clean CRM data for optimal results.

Best for: Revenue operations and leaders needing deep, AI-powered sales analytics.

AI Sales Quotation Tools vs. Traditional Quoting Methods

A primary difference between AI sales quotation tools and traditional methods lies in speed and accuracy. Traditional quoting, which often relies on spreadsheets and manual data entry, is slow and highly susceptible to human error.

These errors can lead to incorrect pricing, which damages customer trust and can result in lost revenue. In contrast, AI-powered systems automate calculations and pull data from integrated systems like CRMs, ensuring quotes are both fast and precise.​ Another key distinction is intelligence and optimization. Traditional methods are static; they cannot offer insights or adapt to changing conditions.

AI tools, however, can analyze historical sales data to suggest optimal pricing or identify upselling opportunities, turning the quoting process into a strategic advantage. While manual methods are reactive, AI platforms are proactive, helping sales teams make data-driven decisions that maximize profitability and improve win rates.​

AI Sales Quotation Tools

Relying on outdated, manual quoting methods is no longer a viable option for competitive sales teams. AI tools for sales quotations provide a significant advantage by delivering speed, accuracy, and intelligence directly into your workflow.

These platforms eliminate time-consuming administrative tasks and costly errors, allowing your team to focus on building relationships and closing deals.

To shorten your sales cycle and increase win rates, adopting an AI-powered solution is a strategic necessity. Explore the options that best fit your process.

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Shawn is a tech enthusiast at AI Curator, crafting insightful reports on AI tools and trends. With a knack for decoding complex developments into clear guides, he empowers readers to stay informed and make smarter choices. Weekly, he delivers spot-on reviews, exclusive deals, and expert analysis—all to keep your AI knowledge cutting-edge.
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