188 results
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Build, track, and eSign your docs all in one place using legally binding online signatures. Learn more about PandaDoc
Need to send out accurate proposals that will impress your clients without spending an hour or more on each one? PandaDoc allows you to create new quotes right inside your CRM with a single click, track quote views and signatures once theyre sent, and accept payment via secure credit card transaction fields. Learn more about PandaDoc
Need to send out accurate proposals that will impress your clients without spending an hour or more on each one? PandaDoc allows you to create new quotes right inside your CRM with a single click, trac...
  • Contact Management
  • Pricing Management
  • Client Portal
  • Product Configurator
Quote, Propose and Close Anything in Minutes with GleanQuote. Learn more about GleanQuote
Quote Anything in Minutes - Any Pricing, Any Currency, Any Language, Any Design. Save time and eliminate costly errors by managing your products, pricing and proposals all in one place. Integrates with Salesforce, HubSpot, Pipedrive and other CRM. Learn more about GleanQuote
Quote Anything in Minutes - Any Pricing, Any Currency, Any Language, Any Design. Save time and eliminate costly errors by managing your products, pricing and proposals all in one place. Integrates wit...
  • Contact Management
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  • Client Portal
  • Product Configurator
Fully integrated, automated, and easy-to-use interface designed to help users sell faster, communicate quicker, and maximize profits. Learn more about Odoo
Sell faster, communicate more efficiently, and maximize profits with Odoo Sales. Quickly send polished quotations, with an easy-to-use eSignature feature and online payment options. Odoo Sales is fully integrated with other Odoo apps, and automates a number of time-consuming tasks, thus freeing users to focus on customer relationships and revenue. Learn more about Odoo
Sell faster, communicate more efficiently, and maximize profits with Odoo Sales. Quickly send polished quotations, with an easy-to-use eSignature feature and online payment options. Odoo Sales is fully...
  • Contact Management
  • Pricing Management
  • Client Portal
  • Product Configurator
Accelerate sales cycles with streamlined quoting and order capturing, including mobile functionality. Learn more about Cincom CPQ
Cincom CPQ provides a platform for quote collaboration and sharing functionality and reduces time-to-quote, while eliminating errors and improving accuracy. Mobile-friendly, mobile-responsive functionality lets sales reps assist customers in the office, on the road or even on-site. Providing relevant recommendations, guided selling features assist sales reps and help customers configure the right products tailored to their specific needs. Learn more about Cincom CPQ
Cincom CPQ provides a platform for quote collaboration and sharing functionality and reduces time-to-quote, while eliminating errors and improving accuracy. Mobile-friendly, mobile-responsive functiona...
  • Contact Management
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  • Client Portal
  • Product Configurator
Bitrix24 #1 free CRM with built in quotes and invoices. Unlimited quotes and invoices 100% free. 4 million clients worldwide. Learn more about Bitrix24
If you are looking for free quotation and invoices software, you are in the right place. Bitrix24 is a free CRM with unlimited quotes and invoices. Unlike other free quotation invoice solutions, Bitrix24 quotes and invoices are fully customizable and come with powerful tools, like multiple currency support, taxes, automatic numbering, product catalog and email marketing. Learn more about Bitrix24
If you are looking for free quotation and invoices software, you are in the right place. Bitrix24 is a free CRM with unlimited quotes and invoices. Unlike other free quotation invoice solutions, Bitrix...
  • Contact Management
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  • Client Portal
  • Product Configurator
Proposify reduces friction in your sales workflow making it easy for your sales reps to quickly create professional-looking proposals. Learn more about Proposify
Proposify helps modern sales teams create, send, track, and e-sign winning proposals, contracts, and agreements. On-brand, reusable templates and central storage for proposal content save reps time, while proposals rich with interactive pricing, videos, and live chat impress your prospects. View metrics gives insight into how long each section is viewed, and our integration with your fave apps, like Salesforce, allow reps to easily create sales docs without leaving the CRM. Learn more about Proposify
Proposify helps modern sales teams create, send, track, and e-sign winning proposals, contracts, and agreements. On-brand, reusable templates and central storage for proposal content save reps time, w...
  • Contact Management
  • Pricing Management
  • Client Portal
  • Product Configurator
Apttus CPQ is designed to help companies configure, price and quote deals accurately, quickly, and easily. Learn more about Apttus CPQ
Apttus CPQ is the #1 enterprise multi-channel sales tool designed to help companies configure, price and quote deals accurately, quickly, and easily - Click the Button on the Right to watch our Demo. It handles simple to highly complex product & pricing configurations across all sales channels (field, telesales, partners, E-Commerce). It is part of a complete suite of, integrated applications that enable the Quote-to-Cash process: Contracts, Incentives, Billing and Order Mgmt. and E-Commerce. Learn more about Apttus CPQ
Apttus CPQ is the #1 enterprise multi-channel sales tool designed to help companies configure, price and quote deals accurately, quickly, and easily - Click the Button on the Right to watch our Demo. I...
  • Contact Management
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  • Client Portal
  • Product Configurator
Are lengthy quote times eroding buyer interest? Reduce time-to-quote with DealHub's award-winning Quoting (CPQ) software. Learn more about DealHub
Are lengthy quote times eroding buyer interest? Reduce time-to-quote with the DealHub award-winning quoting software. DealHub's highly intuitive quoting solution minimizes administrative tasks and streamlines sales operations to reduce the sales cycle and increase revenue. DealHub operates natively within Salesforce and Microsoft Dynamics CRM. Learn more about DealHub
Are lengthy quote times eroding buyer interest? Reduce time-to-quote with the DealHub award-winning quoting software. DealHub's highly intuitive quoting solution minimizes administrative tasks and stre...
  • Contact Management
  • Pricing Management
  • Client Portal
  • Product Configurator
Beautiful cloud-hosted online accounting software for small business. Accessible anytime, anywhere. Take your free trial now!
Award-winning online accounting software designed for small business owners and accountants. Available on any computer or mobile device with an internet connection. Business finances and cashflow are updated in real time. Imports transactions from bank accounts. Unlimited user logins. Integrates with over 600 3rd-party business applications. Supports multiple currencies. Data is accessible through a single ledger, allowing accountants and clients to collaborate around finances.
Award-winning online accounting software designed for small business owners and accountants. Available on any computer or mobile device with an internet connection. Business finances and cashflow are u...
  • Contact Management
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The fastest, easiest, and highest value Quoting Software. Automate everything from customer estimates to getting paid.
mHelpDesk is the easiest and most powerful solution for your business, automating everything from first customer quotes all the way to getting paid. We provide our customers with mobile and online tools that are unmatched in performance, reliability, and functionality. We've packed the best tools into one extremely easy-to-use and affordable package that requires no big upfront investment. And we have in-house product experts to get you up and running immediately.
mHelpDesk is the easiest and most powerful solution for your business, automating everything from first customer quotes all the way to getting paid. We provide our customers with mobile and online tool...
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Make your small business look bigger. Jobber helps home service businesses quote, schedule, invoice, and get paid faster.
Make your small business look bigger with Jobber's home service software. Jobber helps thousands of businesses improve and grow their business. No matter where you are, quote, schedule and invoice jobs; optimize routes, track and dispatch teams; alert and communicate with clients; and automatically sync with your accounting software - all in one place. You'll get paid faster, and look and feel more professional than ever. Plus, Jobber's free dedicated support will help you every step of the way.
Make your small business look bigger with Jobber's home service software. Jobber helps thousands of businesses improve and grow their business. No matter where you are, quote, schedule and invoice jobs...
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Sales Automation, eCommerce, Augmented Reality, eCommerce Marketplace, works online and offline! The premiere patented mobile solution!
The premiere (and Patented) #1 mobile Business to Business sales solution that allows you to bring your products with you no matter where you are, with or without internet access. View all of your products, customers, complete order histories, conduct inventories and sell/share your products from anywhere. Additionally, Sales Reps can access RepZio on ANY connected device with our revolutionary web app. With RepZio you can manage your business anywhere, anytime, on any device!
The premiere (and Patented) #1 mobile Business to Business sales solution that allows you to bring your products with you no matter where you are, with or without internet access. View all of your prod...
  • Contact Management
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  • Client Portal
  • Product Configurator
Cloud based custom manufacturing solution with quoting, business intelligence, employee management, and more.
ShopVOX is a comprehensive web-based, easy to use management solution for custom fabricators. Our solution includes everything you need to run your shop - sales lead tracking, quoting, work orders, purchase orders, job management and scheduling, online proof approvals, Quickbooks integration, business intelligence, online credit card payments through Authorize.net, and much more. Perfect for - Sign companies - Printing companies - Apparel companies - Custom manufacturers - Job shops
ShopVOX is a comprehensive web-based, easy to use management solution for custom fabricators. Our solution includes everything you need to run your shop - sales lead tracking, quoting, work orders, pu...
  • Contact Management
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  • Client Portal
  • Product Configurator
Web based software to let you create proposals faster, make them look incredible, and win the job faster with digital signatures.
Better Proposals helps you create your proposals faster, makes them look more professional and gives you all the tools you need to win the job as quick as possible. Knowing when your proposals are opened, forwarded and downloaded helps you follow up at exactly the right time in the most appropriate way. Allowing your clients to sign your proposals online means you can strike while the iron is hot. Sending better proposals creates you a better business.
Better Proposals helps you create your proposals faster, makes them look more professional and gives you all the tools you need to win the job as quick as possible. Knowing when your proposals are ope...
  • Contact Management
  • Pricing Management
  • Client Portal
  • Product Configurator
Proposable empowers your company to create, deliver and track your quotes without the headaches.
Proposable empowers your company to create, deliver, and track all your quotes without the headaches. From creating and sending trackable web-based quotes, to closing the deal with integrated eSignatures, Proposable automates the entire quoting and proposal process from start to finish.
Proposable empowers your company to create, deliver, and track all your quotes without the headaches. From creating and sending trackable web-based quotes, to closing the deal with integrated eSignatur...
  • Contact Management
  • Pricing Management
  • Client Portal
  • Product Configurator
Easy to use Quoting software for small business, works on Mac, PC, iOS and Android
Powered Now is the #1 Quoting Software for small businesses. Produce great looking quotes on the go, turn them into invoices in one click. You can also create forms & certificates, record your supplier expenses, schedule your diary, track & chat with your team and send fully customisable documents such as job sheets, quotes & invoices. All data is backed up and syncs between your devices (iOS, Android, Mac & PC). Also works offline.
Powered Now is the #1 Quoting Software for small businesses. Produce great looking quotes on the go, turn them into invoices in one click. You can also create forms & certificates, record your supplier...
  • Contact Management
  • Pricing Management
  • Client Portal
  • Product Configurator
Online quoting tool that allows to accept quotes instantly, and integrates with Xero and QuickBooks Online.
Quotient is super-intuitive online quoting software that lets you create, send and manage your quotes. You'll save time and make more money with Quotient. Available 100% securely anywhere on the Mac, Windows and iPhone/iPad. Quotient seamlessly integrates with Zapier, Xero, QuickBooks Online, Insightly, Capsule, Highrise and MailChimp.
Quotient is super-intuitive online quoting software that lets you create, send and manage your quotes. You'll save time and make more money with Quotient. Available 100% securely anywhere on the Mac, W...
  • Contact Management
  • Pricing Management
  • Client Portal
  • Product Configurator
Tradify is a quoting app built for trade & service based businesses. Quote, schedule, track & invoice on the go.
Tradify is an all-in-one job management app designed to help trade businesses with 1-20 employees control business admin. Quotes, estimates, invoices, timesheets, field service management, purchase orders, scheduling and job reporting. Tradify handles it all with ease. Over 14,000 electricians, plumbers, HVAC, builders, and other trades around the world use and love Tradify. Our customers and their teams love Tradify because it's quick to set up and easy to use.
Tradify is an all-in-one job management app designed to help trade businesses with 1-20 employees control business admin. Quotes, estimates, invoices, timesheets, field service management, purchase ord...
  • Contact Management
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  • Client Portal
  • Product Configurator
Open source solution for all around business management from customers and orders to invoicing and inventory.
Open source solution for all around business management: Sales, Invoicing, Agenda, Stock, Purchase Orders, Emailing, Accounting, Expense report, Leave requests. Several hundreds of modules are available according to your need.
Open source solution for all around business management: Sales, Invoicing, Agenda, Stock, Purchase Orders, Emailing, Accounting, Expense report, Leave requests. Several hundreds of modules are availabl...
  • Contact Management
  • Pricing Management
  • Client Portal
  • Product Configurator
simPRO is a powerful field service management software solution that helps businesses generate accurate quotes.
simPRO provides a comprehensive software platform to help commercial & residential businesses streamline operations to increase profits. If you struggle with quoting & estimating, project management, or recurring maintenance, simPRO can help you job cost w/accuracy, design quotes specific to your business, work with the latest catalog pricing, and update your quotes as needed. Generate quotes with accuracy and gain visibility into all aspects of your business with simPRO.
simPRO provides a comprehensive software platform to help commercial & residential businesses streamline operations to increase profits. If you struggle with quoting & estimating, project management, o...
  • Contact Management
  • Pricing Management
  • Client Portal
  • Product Configurator
QuoteWerks is an easy-to-use quoting and proposal solution enabling companies of all sizes to streamline their sales process.
QuoteWerks is an affordable turn-key quoting and proposal solution with over 86,000 Users in 101 countries. What sets QuoteWerks apart is its 55+ integrations with CRM (such as ACT!, Autotask, ConnectWise, salesforce, MS CRM, Outlook and more), Accounting (QuickBooks and Sage 50), Distributors (Ingram Micro, Tech Data, Synnex, and more), FedEx/UPS, Leasing, Sales Tax, Dell, Cisco, HP, CDW, and more.
QuoteWerks is an affordable turn-key quoting and proposal solution with over 86,000 Users in 101 countries. What sets QuoteWerks apart is its 55+ integrations with CRM (such as ACT!, Autotask, ConnectW...
  • Contact Management
  • Pricing Management
  • Client Portal
  • Product Configurator
Built by industry experts, AroFlo is the most trusted field service software on the market. It automates businesses & transforms lives.
Built by a former tradesman, AroFlo has been turning around field service businesses since 2001. Our system was built for the cloud right from the start so it's fast, reliable and incredibly powerful. Everything you need can be accessed and processed using practically any mobile device, in any location. Scheduling, timesheets, job tracking, quotes, inventory, workplace safety, GPS tracking, document storage, invoices, customer payments, accounting integrations and more. Request a demo today.
Built by a former tradesman, AroFlo has been turning around field service businesses since 2001. Our system was built for the cloud right from the start so it's fast, reliable and incredibly powerful. ...
  • Contact Management
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  • Client Portal
  • Product Configurator
Create professional invoices, estimates, packing lists, credit memos, purchase orders and more.
Send simple invoices using professional templates, invoice generator, PDF invoices and quotes, online payments, bill organizer, receipt and expense tracking, time tracking, time management and business reporting all rolled up into one easy-to-use app. Create a construction invoice or estimate, business receipt for your side gig or track receipts for your small business, all with Invoice2go. Start your 14-day trial today and get 50% off your first year!
Send simple invoices using professional templates, invoice generator, PDF invoices and quotes, online payments, bill organizer, receipt and expense tracking, time tracking, time management and business...
  • Contact Management
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  • Client Portal
  • Product Configurator
Get work won, done and paid with the no-nonsense app made just for trades. Quotes, invoices, scheduling, payments click, click, done.
Write quotes, estimates, and invoices, get customer approval, schedule work, take payments, manage teams, make notes and keep everyone in the loop, anytime, on any device. Made for trades, by trades, YourTradebase is a super-fast, no-nonsense app that helps you get work won, done and paid. Its quick, its easy and it saves trades an average of a day a week on paperwork leaving you more time to grow your business and do the things you love. Take it for a spin with a free 30-day trial.
Write quotes, estimates, and invoices, get customer approval, schedule work, take payments, manage teams, make notes and keep everyone in the loop, anytime, on any device. Made for trades, by trades,...
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Leading insurance software single platform solutions including the cloud-based EZLynx Rating Engine and EZLynx Management System.
EZLynx provides a single platform solution to help independent insurance agents keep their competitive advantage. Their web-based technology allows you to get instantaneous quotes from 330 carriers in 48 states. Comparative cross-carrier quoting has never been this easy
EZLynx provides a single platform solution to help independent insurance agents keep their competitive advantage. Their web-based technology allows you to get instantaneous quotes from 330 carriers in ...
  • Contact Management
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  • Client Portal
  • Product Configurator
Quote & Proposal Automation Anytime, Anywhere designed for IT Solution Providers
ConnectWise Sell offers IT solution providers of all sizes a cloud-based quoting solution that enables the quote-to-cash process to run smoothly. Key features help technology businesses quickly generate quotes, follow up on them, and turn them into revenue with ease. Tight integrations with leading CRMs like NetSuite, Salesforce, and ConnectWise Manage provide end-to-end visibility into the sales pipeline from quote and proposal creation to ordering, fulfillment, and billing.
ConnectWise Sell offers IT solution providers of all sizes a cloud-based quoting solution that enables the quote-to-cash process to run smoothly. Key features help technology businesses quickly generat...
  • Contact Management
  • Pricing Management
  • Client Portal
  • Product Configurator
Quote & Proposal Automation Anytime, Anywhere designed for IT Solution Providers
ConnectWise Sell offers IT solution providers of all sizes a cloud-based quoting solution that enables the quote-to-cash process to run smoothly. Key features help technology businesses quickly generate quotes, follow up on them, and turn them into revenue with ease. Tight integrations with leading CRMs like NetSuite, Salesforce, and ConnectWise Manage provide end-to-end visibility into the sales pipeline from quote and proposal creation to ordering, fulfillment, and billing.
ConnectWise Sell offers IT solution providers of all sizes a cloud-based quoting solution that enables the quote-to-cash process to run smoothly. Key features help technology businesses quickly generat...
  • Contact Management
  • Pricing Management
  • Client Portal
  • Product Configurator
The easiest to use omnichannel solution that brings together configure price quote (CPQ), ecommerce and complete sales enablement.
Combined CPQ, CRM & B2B Ecommerce solution for manufacturers and distributors. Streamline sales from the inside to the outside, including dealer and distributor channel, provide error-free quoting for simple and complex configurations, reduce sales cycle time, and modernize your selling today. NetSuite user? Verenia also offers the only native CPQ for NetSuite. Trusted by companies like Yamaha Motors, Bennington Marine, and Lovesac.
Combined CPQ, CRM & B2B Ecommerce solution for manufacturers and distributors. Streamline sales from the inside to the outside, including dealer and distributor channel, provide error-free quoting for ...
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  • Product Configurator
Streamline your business operations by changing how you quote and sell configurable products and services.
Configure One has the tools to provide comprehensive quotes for customers. Include line items for fully priced configurations, view and edit bills of material from the quoting interface, manage customers, and generate dynamic quote documents.
Configure One has the tools to provide comprehensive quotes for customers. Include line items for fully priced configurations, view and edit bills of material from the quoting interface, manage custome...
  • Contact Management
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  • Client Portal
  • Product Configurator
Create beautiful proposals without fighting software or digging through old files. Spend more time on clients, less time on proposals.
We've spoken at length with hundreds of successful consultants and agencies about proposals. Here's what we learned: Delivering proposals is a constant struggle with procrastination, overly-complex tools, and scattered organization. Nusii is designed from the ground up to help you create beautiful proposals without fighting software or digging through old files. Spend more time on your clients, and less time on proposals. We think you'll win more business that way.
We've spoken at length with hundreds of successful consultants and agencies about proposals. Here's what we learned: Delivering proposals is a constant struggle with procrastination, overly-complex to...
  • Contact Management
  • Pricing Management
  • Client Portal
  • Product Configurator
Salesforce CPQ automates sales quotes enabling companies to configure product, price appropriately, generate quotes, and manage orders.
Salesforce CPQ delivers automated sales quoting 5 to 10 times faster and easier to deploy than traditional CPQ applications. With out-of-the-box capabilities like Guided Selling and Pricing & Discount Schedules, you can save your sales reps' time while turning around accurate, branded proposals at greater speed all without leaving Salesforce. Streamline the process that affects sales all the way through to revenue recognition all in one place.
Salesforce CPQ delivers automated sales quoting 5 to 10 times faster and easier to deploy than traditional CPQ applications. With out-of-the-box capabilities like Guided Selling and Pricing & Discount ...
  • Contact Management
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  • Product Configurator
Growing and high-performing teams use QuoteOnSite to Create, Send and track beautiful quotes and proposals. No training required.
Simplify the way you create, send and track professional proposal documents. If you're a solo user or a company with dozens of quote and proposal writers, QuoteOnSite recovers lost time wasted on quoting. Show discounts, keep track of P&L on each quote, create price lists for re-use, request quote approvals easily and defined your use hierarchy. Send promotional documents to your current customer basis. A great way to up sell your services.
Simplify the way you create, send and track professional proposal documents. If you're a solo user or a company with dozens of quote and proposal writers, QuoteOnSite recovers lost time wasted on quoti...
  • Contact Management
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  • Client Portal
  • Product Configurator
Quoter is a modern, cloud-based quoting platform that helps technology service providers sell more and get paid faster.
Quoter is a modern, cloud-based quoting platform that helps technology service providers sell more and get paid faster. Created by the original developers that built IT Glue, Quoter is lightning fast, friendly to use, and designed to get more people quoting. Our unlimited user pricing plans coupled with our automation workflows allow you to empower more of your staff to sell, without fear of losing control.
Quoter is a modern, cloud-based quoting platform that helps technology service providers sell more and get paid faster. Created by the original developers that built IT Glue, Quoter is lightning fast,...
  • Contact Management
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  • Client Portal
  • Product Configurator
Real-Time personal lines rater, supports over 500 carriers nationally, 100% accurate, saves agents up to 85% of their quoting time.
Applied Rater automatically fills information into carriers' websites, eliminating redundant typing and saving agents up to 85% of their quoting time. Over 10,000 agents in 46 states use Applied Rater every day to quote auto and homeowners insurance, create proposals and bind policies. Applied Rater was formally SEMCAT Quoting Software.
Applied Rater automatically fills information into carriers' websites, eliminating redundant typing and saving agents up to 85% of their quoting time. Over 10,000 agents in 46 states use Applied Rater ...
  • Contact Management
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  • Client Portal
  • Product Configurator
A quoting and automation tool for window cleaning, pressure washing, roof cleaning, carpet cleaning, and maid service companies.
ResponsiBid automates your proposal building process, all customer follow-up (email, sms, and more), as well as allows your customers to get accurate pricing and intelligently schedule themselves on your website! You can connect ResponsiBid to CRMs like Jobber, The Customer Factor, and Service Monster as well as using Zapier or Google Calendar. ResponsiBid is the selling software that connects to what you're already using.
ResponsiBid automates your proposal building process, all customer follow-up (email, sms, and more), as well as allows your customers to get accurate pricing and intelligently schedule themselves on yo...
  • Contact Management
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  • Product Configurator
Build and gain control of your field service business with an easy and complete platform that your entire team will love using.
FieldPulse is a fresh new way for field service business owners and managers to easily run their operations. With a focus on being ridiculously easy for the entire team to use both in the field and back in the office, FieldPulse ensures that you're in control of a professional, prompt, prepared, and profitable business. Control the job schedule, stay in touch with your crews and customers, and ensure the quality, word-of-mouth experience that your customers expect. It's an all-in-one solution!
FieldPulse is a fresh new way for field service business owners and managers to easily run their operations. With a focus on being ridiculously easy for the entire team to use both in the field and bac...
  • Contact Management
  • Pricing Management
  • Client Portal
  • Product Configurator
Sofon helps sales employees to easily and quickly translate customer requirements into error-free professional proposals and quotations
Sofon is a Sales Automation solution that simplifies, accelerates and improves the sales process of customer specific products or services. Sofon helps sales employees to easily and quickly translate customer requirements into error-free professional proposals and quotations. Quotations can be automatically transformed into production orders. Sofon guides sales to choose the best product fulfilling the needs of the potential buyer and to help them to a buying decision.
Sofon is a Sales Automation solution that simplifies, accelerates and improves the sales process of customer specific products or services. Sofon helps sales employees to easily and quickly translate c...
  • Contact Management
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  • Client Portal
  • Product Configurator
Web based, open source invoicing solution for for anyone who needs to invoice clients for services or products sold.
Web based, open source invoicing solution for for anyone who needs to invoice clients for services or products sold.
Web based, open source invoicing solution for for anyone who needs to invoice clients for services or products sold....
  • Contact Management
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  • Product Configurator
Win more business and protect your profits with fast, accurate quotes.
With Clarity, as soon as you receive an enquiry you can quickly estimate the whole job from start to finish, factoring in every stage of the process and all associated costs. And by pre-defining your margins within the system, you can guarantee profits every time. Quote (and invoice) templates are generated automatically, ensuring consistency every time. You can even save any regular product orders as templates for even quicker estimates.
With Clarity, as soon as you receive an enquiry you can quickly estimate the whole job from start to finish, factoring in every stage of the process and all associated costs. And by pre-defining your m...
  • Contact Management
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  • Product Configurator
Provides lead management, sales estimating and quote & sign with customers from the initial contact to the end contract.
Leading Sales Software for Security Integrators created to help our clients build strong & permanent operational methodologies throughout their company. WeSuite provides lead management, quote & proposal generation, real time reporting, in-the-field quoting & surveying, in addition to over 10 software modules targeted for business improvement. WeSuite solutions provide immediate ROI & ongoing savings along with excellence in training & ongoing support ensuring the highest level of satisfaction.
Leading Sales Software for Security Integrators created to help our clients build strong & permanent operational methodologies throughout their company. WeSuite provides lead management, quote & propos...
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  • Product Configurator
The next generation of PSA tool. Complete professional services automation package for software and services businesses.
HarmonyPSA supports the entire business lifecycle, from lead generation to contract renewal. It is designed and built specifically for software and services businesses, automating business functions in a single platform, available from the cloud on any device.
HarmonyPSA supports the entire business lifecycle, from lead generation to contract renewal. It is designed and built specifically for software and services businesses, automating business functions in...
  • Contact Management
  • Pricing Management
  • Client Portal
  • Product Configurator
Online access for Sales, Re-sellers, Dealers and Customers -Generate accurate quotes and orders with a rules based Configurator 24/7
CIS Configurator gives you more than just a Configure Price Quote solution (CPQ) allowing your Sales team or customers to obtain accurate quotes with your products that have many options. We give you the tools to embed the logic that is normally kept in someones head there are no limits on what you need to ask to ensure that you create a quote, with an accurate item list. Unlike other systems we take a few hours to train you, so no additional services fees
CIS Configurator gives you more than just a Configure Price Quote solution (CPQ) allowing your Sales team or customers to obtain accurate quotes with your products that have many options. We give you t...
  • Contact Management
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  • Client Portal
  • Product Configurator
Mobile friendly solution to create, sign, track, and accept quotes & contracts anywhere.
Mobile friendly solution to create, sign, track, and accept quotes & contracts anywhere. We offer a creator tool, paperless approval process, centralized customer communication, e-signature, payment integration, real-time notifications, and data analytics to small businesses.
Mobile friendly solution to create, sign, track, and accept quotes & contracts anywhere. We offer a creator tool, paperless approval process, centralized customer communication, e-signature, payment in...
  • Contact Management
  • Pricing Management
  • Client Portal
  • Product Configurator
Enables discrete manufacturing and product innovation companies throughout the product lifecycle
aPriori is the leading provider of digital manufacturing simulation software. By leveraging the digital twin with our digital factories, aPriori automatically generates Design for Manufacturability (DFM) & Design to Cost (DTC) insights, helping manufacturers collaborate across the product development process to make better design, sourcing, and manufacturing decisions and create higher value products in less time.
aPriori is the leading provider of digital manufacturing simulation software. By leveraging the digital twin with our digital factories, aPriori automatically generates Design for Manufacturability (DF...
  • Contact Management
  • Pricing Management
  • Client Portal
  • Product Configurator
All-in-one document management for teams anywhere. Running your business, one document at a time, is our business!
Collaborate efficiently with all quotes being created, reviewed and signed in one central place. Revv is an all-in-one document management tool to help individuals and teams run their business. It is a superior alternative to Google docs or Microsoft Word with easier to use templates, approvals and workflows. 1000+ businesses trust us with their quoting needs. Integrate data with your systems of records: CRM and Accounting. Running your business, one document at a time, is our business!
Collaborate efficiently with all quotes being created, reviewed and signed in one central place. Revv is an all-in-one document management tool to help individuals and teams run their business. It is a...
  • Contact Management
  • Pricing Management
  • Client Portal
  • Product Configurator
CRM Built for Australian Businesses regardless of Industry. Tall Emu CRM helps your work smarter.
Welcome to an Australian built and supported CRM, that is easy to use, customise and integrates to loads of systems you use here in Australia including your accounting software like XERO, MYOB and EXO. Share data across your business from one system including contacts, notes, calendar & tasks. Nurture and report on marketing, leads and sales activity. Have your Website leads, Phone calls or sales drop automatically into your CRM.
Welcome to an Australian built and supported CRM, that is easy to use, customise and integrates to loads of systems you use here in Australia including your accounting software like XERO, MYOB and EXO....
  • Contact Management
  • Pricing Management
  • Client Portal
  • Product Configurator
Create attractive and professional quotations in seconds. Include images, additional details, T&Cs and more. Create and send invoices.
Go from attractive and professional quotations with images to orders, delivery notes, invoices, purchase orders, stock control and more, in seconds. Zigaflow organizes and speeds up your business processes and chases your staff and clients for you. Get quotes and order confirmations approved by your clients with the built-in eSignature functionality and take online payments with the integrated payment tool. Convert to orders, jobs, and more.
Go from attractive and professional quotations with images to orders, delivery notes, invoices, purchase orders, stock control and more, in seconds. Zigaflow organizes and speeds up your business pro...
  • Contact Management
  • Pricing Management
  • Client Portal
  • Product Configurator
iQuoteXpress (IQX) is an affordable, fully supported, sales proposal automation solution. Integrates w/CRM & ERP or use standalone.
iQuoteXpress (IQX) is an affordable, easy-to-use, fully supported sales proposal automation solution (a.k.a, configure, price, quote, or CPQ). Send more professional and more accurate quotes in less time. IQX integrates with Zoho, Dynamics, Salesforce, Oracle, and more with ease, and includes custom proposal templates, centralized product and pricing configuration, sales quote tracking and reporting tools, and much more. Per-user, per-month pricing.
iQuoteXpress (IQX) is an affordable, easy-to-use, fully supported sales proposal automation solution (a.k.a, configure, price, quote, or CPQ). Send more professional and more accurate quotes in less ti...
  • Contact Management
  • Pricing Management
  • Client Portal
  • Product Configurator
Apparound is an all-in-one digital solution that improves sales productivity.
Apparound is an all-in-one digital solution that improves sales productivity by providing sales reps, useful tools, and information to make their daily activities easier. Apparound removes the burden of daily manual activities and allows sales reps to have more time to focus on customer engagement. The result is increased sales revenue, a boost in sales performances, better-satisfied customers, and happier salespeople.
Apparound is an all-in-one digital solution that improves sales productivity by providing sales reps, useful tools, and information to make their daily activities easier. Apparound removes the burden ...
  • Contact Management
  • Pricing Management
  • Client Portal
  • Product Configurator
From order to delivery Tacton connects your organization to deliver the right product every time.
Your business is unique and so is Tacton's CPQ (configure, price, quote) technology. With more than two decades of development, Tacton has created a powerful, constraints-based configurator with one single source of truth. Tacton is changing how users can interact with high-variance manufacturing needs. Now more than ever it is important to understand what your customers want and how to quickly address their unique issues.
Your business is unique and so is Tacton's CPQ (configure, price, quote) technology. With more than two decades of development, Tacton has created a powerful, constraints-based configurator with one si...
  • Contact Management
  • Pricing Management
  • Client Portal
  • Product Configurator

Quoting Software Buyers Guide

What is quoting software?

Quoting software helps organizations accurately and efficiently predict costs and make estimates. Quote management applications can distribute quotes across a business, enable automatic pricing based on historical data, and easily integrate data such as customer profiles, case-specific terminology, and sales tax rates. Many quoting system tools directly integrate with accounting tools, enabling the automatic conversion of price quotes to invoices.

The benefits of quoting software

  • Improve efficiency:  Quoting software collects and analyzes data from multiple sources, including cost databases, emails, customer relationship management software, and past projects to generate quotes and create proposals. These systems eliminate cash transactions by allowing managers to transfer and receive funds online, while dashboard and reporting modules let managers track business performance and take corrective action. All of these functionalities combine to improve efficiency across organizations.
  • Increase accuracy:  Quoting tool helps organizations create automated proposals, reducing the chance for and instance of human error. These systems often include multiple tools to facilitate such automation, including email tracking, proposal generators, and cost monitors, helping businesses quickly create quotes and swiftly respond to requests for proposals (RFPs). 
  • Brand building:  Quoting tool lets organizations send proposals that include customized logos, icons, and specific colors in line with their brand guidelines to ensure customers recognize their business. Consistent brand communication helps organizations build and maintain brand recall.

Typical features of quoting tool

  • Contact management:  Create and maintain contact records.
  • Quote/Proposal creation:  Create professional-looking, branded proposals and maintain a central repository of previous proposals. 
  • Third-party application integration:  Integration with related third-party applications (e.g., CRM software, sales automation software, accounting software) to reduce data re-entry and improve workflow efficiency. 
  • Automated quoting:  Automatically generate rule-based quotes for clients based on their requirements, stock availability, and supply and demand rates. 
  • Discount management:  Configure rules for discounts based on amount/quantity ordered. 
  • Pricing management:  Create rule-based pricing for stocks and manage prices according to changing demand.

Considerations when purchasing quoting tool

  • Integration with other solutions:  Bid professionals need quoting tool that can seamlessly integrate with their existing software and tech tools to accurately predict costs and generate quotes accordingly. The quoting system must be able to transfer and receive data from third-party solutions, such as cost calculators, bid estimators, predictive analytics, and dashboard solutions. Software buyers should only shortlist quoting solutions that integrate with their existing systems. 
  • Affordable cloud deployment:  Cloud computing has transformed the technology landscape, and more and more vendors are moving their software infrastructure to the cloud. By adopting cloud-based deployment, users can reduce capital expenditures and obtain better asset security on a limited budget. Small businesses without sizable software budgets should shortlist quoting software options that don't exceed budgetary constraints. 
  • Conversational bots will transform customer support:  With mainstream adoption of chatbots and conversational technology, the rules of customer engagement will continue to transform. According to our research , almost seven out of ten small businesses are currently using or plan to use conversational technology within the next few years. As conversational customer support bots continue to become more popular, expect quoting tool vendors to take notice and begin offering such features. 
  • Predictive analytics and artificial intelligence (AI):  Improvements in data management and data processing technology have enabled organizations to create machine learning algorithms that accurately predict the cost of goods sold and forecast sales. Expect this adoption to expand, as according to our research , 50% of businesses are interested in implementing AI tech within the next two years.