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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 Build, track, and eSign your docs all in one place using legally binding online signatures. Learn more about PandaDoc
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 DealHub's award-winning Quoting (CPQ) software. Learn more about DealHub
PURCHASING PRINT? MANAGING PRINT? BROKERING PRINT? The P3 System is an easy to use and affordable print management system. Designed by print experts to manage the print sourcing and buying workflow from initial job specification to project delivery including: RFQ's, supplier pricing, price proposals, vendor performance, communication tracking, deadline tracking and more, Also includes pricing analysis, project management and powerful custom reporting. Recognized globally as the best tech! Learn more about P3Software Save time and money. Easy to use, fully scalable and surprisingly affordable cloud based print sourcing management system. Learn more about P3Software
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, Propose and Close Anything in Minutes with GleanQuote. Learn more about GleanQuote
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 Bitrix24 #1 free CRM with built in quotes and invoices. Unlimited quotes and invoices 100% free. 4 million clients worldwide. Learn more about Bitrix24
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. Learn more about YourTradebase Get work won, done and paid with the no-nonsense app made just for trades. Quotes, invoices, scheduling, payments click, click, done. Learn more about YourTradebase
Collaborate efficiently with all quotes being created, reviewed and signed in one central place. RevvSales 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! Learn more about RevvSales All-in-one document management for teams anywhere. Running your business, one document at a time, is our business! Learn more about RevvSales
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. Beautiful cloud-hosted online accounting software for small business. Accessible anytime, anywhere. Take your free trial now!
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. The fastest, easiest, and highest value Quoting Software. Automate everything from customer estimates to getting paid.
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. Jobber helps home service businesses quote, schedule, invoice, and get paid faster.
Sell faster, communicate quickly and efficiently, and maximize profits by upselling with Odoo Sales. This app allows you to automate operations and focus on customer relationships and revenue. Odoo Sales is easy-to-use and fully integrated with other Odoo apps. Send polished quotations with eSignature and online payment. Odoo Sales is fully integrated with other Odoo apps.
Create the perfect proposal, pitch, sales quote and more with Qwilr. Stand out from the crowd with Qwilr's easy to use page builder, extensive image and video library, designer-created templates and more. Add interactive quotes, e-sign, and automate essential sales tasks with integrations to your CRM and business software. Move conversations forward faster with page notifications and analytics on how the page is viewed. Qwilr is a document design and automation tool for sales teams, including e-sign, analytics and smart integrations.
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! Sales Automation, eCommerce, Augmented Reality, eCommerce Marketplace, works online and offline! The premiere patented mobile solution!
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. Proposify reduces friction in your sales workflow making it easy for your sales reps to quickly create professional-looking proposals.
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 Cloud based custom manufacturing solution with quoting, business intelligence, employee management, and more.
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 your quotes without the headaches.
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. Easy to use Quoting software for small business, works on Mac, PC, iOS and Android
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. Online quoting tool that allows to accept quotes instantly, and integrates with Xero and QuickBooks Online.
Tradify is an all-in-one field service 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 a quoting app built for trade & service based businesses. Quote, schedule, track & invoice on the go.
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 from customers and orders to invoicing and inventory.
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 is a powerful field service management software solution that helps businesses generate accurate quotes.
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 easy-to-use quoting and proposal solution enabling companies of all sizes to streamline their sales process.
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 industry experts, AroFlo is the most trusted field service software on the market. It automates businesses & transforms lives.
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! Create professional invoices, estimates, packing lists, credit memos, purchase orders and more.
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 Leading insurance software single platform solutions including the cloud-based EZLynx Rating Engine and EZLynx Management System.
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. 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. Quote & Proposal Automation Anytime, Anywhere designed for IT Solution Providers
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. The easiest to use omnichannel solution that brings together configure price quote (CPQ), ecommerce and complete sales enablement.
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. Streamline your business operations by changing how you quote and sell configurable products and services.
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. Create beautiful proposals without fighting software or digging through old files. Spend more time on clients, less time on proposals.
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 automates sales quotes enabling companies to configure product, price appropriately, generate quotes, and manage orders.
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. Growing and high-performing teams use QuoteOnSite to Create, Send and track beautiful quotes and proposals. No training required.
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.
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. Real-Time personal lines rater, supports over 500 carriers nationally, 100% accurate, saves agents up to 85% of their quoting time.
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. A quoting and automation tool for window cleaning, pressure washing, roof cleaning, carpet cleaning, and maid service companies.
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! Build and gain control of your field service business with an easy and complete platform that your entire team will love using.
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 helps sales employees to easily and quickly translate customer requirements into error-free professional proposals and quotations
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.
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. Win more business and protect your profits with fast, accurate quotes.
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. Provides lead management, sales estimating and quote & sign with customers from the initial contact to the end contract.
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. Apttus CPQ is designed to help companies configure, price and quote deals accurately, quickly, and easily.
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. The next generation of PSA tool. Complete professional services automation package for software and services businesses.
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 Online access for Sales, Re-sellers, Dealers and Customers -Generate accurate quotes and orders with a rules based Configurator 24/7
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.
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. CRM Built for Australian Businesses regardless of Industry. Tall Emu CRM helps your work smarter.
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. Create attractive and professional quotations in seconds. Include images, additional details, T&Cs and more. Create and send invoices.
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, fully supported, sales proposal automation solution. Integrates w/CRM & ERP or use standalone.
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.
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. From order to delivery Tacton connects your organization to deliver the right product every time.
Cost estimating, quoting and process planning software for suppliers and OEMs who manufacture or purchase parts. Includes a wealth of easily accessible manufacturing data that reduces implementation and training. Quickly calculate accurate time and cost. Find lowest cost options through a variety of cost estimating methods, cost models, and more. Sign up for a free demonstration. Cost Estimating, quoting and process planning software for manufacturers who make or buy parts.
The most complete business management solution in the cloud for small companies and self-employed people. Stop wasting time searching the web for separate apps to run your business. KeyOffice gathers everything you need for your everyday operations in one place, linking the most essential features of ERP (Enterprise Resource Planning), BI (Business Intelligence) and CRM (Customer Relationship Management) together in a comprehensible, affordable and secured one-stop cloud application. Coordinate your daily work in the most easy and complete Business Management solution for small companies.
CNET ChannelOnline is a hosted application with an ecommerce storefront that automates the complete sales cycle from quote to purchase order. With ChannelOnline, IT resellers can cut quoting time to as little as 10 minutes. Products from leading suppliers are visible from a single dashboard. At the foundation of ChannelOnline is DataSource, CNET's premier product data, which powers many of the world's largest ecommerce sites and is included in every subscription at no additional cost. Online business-automation tool for VARs and MSP. Manage quoting, procurement, and e-commerce store all from one application.
e-Con helps businesses sell custom products and services easily and accurately. No matter how many options or variations, our powerful guided selling tools, API integrations, calculator and rules engine produce flawless, visually stunning proposals that meet customer needs. We are the only quote-to-order tool that synchronizes front and back-office data in real time. Join more than 500 customers who are happily using Salesforce and Dynamics with e-Con CPQ. Deliver flawless sales experiences from Quote to Order. Unified configuration and quoting for Microsoft Dynamics 365 and Salesforce.
A Forester Wave Leader for CPQ. Configure Price Quote by CallidusCloud does more than automate the quote and proposal process. CPQ provides you with pricing behavior intelligence to help determine pricing trends. See what products are selling most, to whom, when, and at what price. CPQ by CallidusCloud allows you to quickly configure, price, quote, propose, and sell your offerings from any device. Make Money, Faster! Start your free trial today or contact CallidusCloud for more information. Product configuration and quote solutions to create instant quotes and close bigger deals. Make more money, faster!
Merkato is very user friendly and surprisingly easy to use. The software is packed with smart, user-oriented, features and functions. The user interface is tight and adaptive. The user only sees what he needs at any moment. Due to this and many other modern options, implementation times are record-breaking short. Making changes in rules or layout is no problem at all. Using drag&drop, Copy &paste from Excel and many other smart functions, changes and improvements are fun to implement. A complete system to capture business rules and to generate and distribute quotes and other product-related documents .
ConvertCalculator helps small businesses grow sales and reduce hassle. With ConvertCalculator you can create your own calculator that you can embed on your website. It works great for price quotes, savings, bookings, financial calculators and as a product configurator. Boost sales and engagement. Reduce hassle.
Powertrak is a guided selling, quoting and ordering solution that enables users to quote, buy, and order products or services via its web-based/on-premise quote configurator. Whether you're in sales or an external partner or customer, Powertrak helps you build simple-to-complex quotes with confidence. Integrate into leading CRM systems, deploy stand-alone, and enriched with mobile extendibility. Leverage Powertrak to design products, build quotes, and configure orders anytime/anywhere. Empower sales, partners and customers to build quotes & configure orders with guided selling or 2D/3D visual configuration software.
TopBuilder is the construction industry's most advanced cloud-based construction CRM. As experienced professionals in engineering, construction, and software technology, we have redefined what it means to be a construction CRM. With our sales, marketing, and pre-construction software, you will experience better team communication, win more jobs, and have more time to focus on your priorities. With our new mobile functionality, you get all these wonderful benefits anywhere at any time. TopBuilder provides effective, yet easy-to-use sales and marketing tools for contractors, home builders and real estate professionals.
Oracle CPQ Cloud (formerly BigMachines) is the only proven CPQ cloud solution for Midsize, Enterprise and fast growing organizations. Purpose-built for scale and agility, Oracle CPQ Cloud drives sales productivity, higher margin selling while supporting the complete quote-to-cash process and ensures consistency from CRM to ERP across the full customer journey. Oracle CPQ Cloud is the only proven CPQ cloud solution for Midsize, Enterprise and fast growing organizations.
MultiRoute equips your mobile sales force with the ability to quote, invoice, make deposit and much more, all from your mobile device. Industries/Application: Customer facing companies like Wholesalers, Distribution, Transportation and Logistics with field sales teams. Adaptations to other industries are available. Audience: Companies with Pre-Sales, Truck Sales, Merchandisers and Delivery Truck Drivers looking for better information, communication, and more efficient MultiRoute is an application meant for mobile sales teams that need to provide quotes and invoices while at the customer's facilities.
The Onsight app helps improve sales performance by speeding up the ordering process. Sales reps can use their mobile devices to show new products to customers and to quickly create quotes and orders whilst on the road, even when they are offline. Onsight is a cloud app that is available on iPad's, iPad Mini's, Windows tablets, Android tablets and Android phones. Onsight helps wholesalers, distributors, and manufacturers to speed up order entry for their outside sales teams.
For manufacturers of configurable products in need of a complete quoting portal, eRep's intuitive CPQ optimizes productivity through faster quotes, intelligent workflows, 100% order accuracy, and product document generation, all while delivering advanced reporting and dashboards plus complete commission and discount management. eRep CPQ¿s out-of-the-box cloud platform solves the challenges faced by modern manufacturers who sell through dealers and distributors Starts at $75/u/m for 5+ users. eRep CPQ simplifies complex sales processes to Select, Price, Quote, Order, and Support with powerful sales activity analytics.
Experlogix develops, markets and supports CPQ (Configure, Price, Quote) product configuration software used by manufacturers, high technology companies, professional service firms, publishers and many other businesses worldwide to improve their quote, order and manufacturing performance. Built on Microsoft .NET technologies, Experlogix Configurators are available on-premise, on-demand, via portals and off-line. Quote and Order Automation Solutions for ERP and CRM Systems.
Instant Quoting & Booking Technology - Customize a Quote Center. Place a snippet of code on your site. Increase sales, decrease costs. Start your free trial now! QuoteFlare turns your website into a sales machine. Offering instant quotes provides site visitors what they are looking for faster than your competition and gives your potential customers easier access to your services than ever before while cutting costs and saving time for you. Highly Customizable. Provide instant quoting & booking from your website and office. Increase sales. Measure results. 30 day free trial.
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. Accelerate sales cycles with streamlined quoting and order capturing, including mobile functionality.
A modular database system with marketing, CRM, quoting, accounting, scheduling, performance analysis, purchasing, stock control, etc. A modular database system with marketing, CRM, quoting, accounting, scheduling, performance analysis, purchasing, stock control, etc.
Create beautiful proposals using pre-built templates, with approved content blocks, and customer data from your CRM or ERP system. With the Armatic template editor you can create beautiful proposals, SOWs, Quotes and Contracts to be used across your organization in a managed and controlled framework and fully integrated into your invoice and billing process. Create beautiful proposals using pre-built templates, with approved content blocks, and customer data from your CRM or ERP system.
Online business management platform that includes sales management, CRM, accounting, tax management, payroll, time and expense tracking. Online business management platform including sales management, CRM, accounting, tax management, payroll, time and expense tracking.
EasyAppsOnline is a Brokers Everything Tool, from prospecting to quoting to enrollment and life events. We simplify the gathering of all employee information, including medical data when needed, and we work directly with carriers to provide them with the reports and applications they need. EasyAppsOnline gives you a powerful tool to offer to your clients, allowing them to enroll in Core and Voluntary products all at the same time, as well as on boarding new hires and adding life events. Online health insurance quoting, enrollment, and benefits administration software for employee enrollment. All-in-one broker solution.
Your company needs streamlined processes for quoting. We at Plexus know how important quoting is for a growing service company. We will work with you to improve your quoting and other business processes and give your team the right software tools to serve your clients better. Our team of business consultants will craft the software to make it easy to maintain your processes. Learn more about how Plexus can help your company grow today! Improve your team's ability to quote and serve your clients better, with Plexus. Join a Free Demo today!
A quote contains the pricing, descriptions, terms, and other proposal details presented to the customer. Unlike a sales order, a quote does not affect inventory counts or purchasing recommendations. Sales Orders are directly created from these proposals or quotes. ERP business solution to integrate the sales, inventory, work order, and financial processes into one streamlined solution.
A closer's best friend: everything you need to race from Sales Qualified Lead to billing. All-in-one platform helps teams create, distribute, e-sign and manage sales documents; from NDAs and proposals to contracts. Upload your sales PDFs then add e-signing, or enjoy a 100% online workflow by starting with a 100% on-brand template library. CRM integration, e-signing, sending options (email and Whatsapp), access notifications and more. All-you-can-eat pricing eliminates per-user budget surprises. All-in-one platform simplifies how sales teams create, distribute, e-sign and manage documents; from NDAs and proposals to contracts.
Quoting and invoice software that reduces your quote process into three steps and integrates with your existing system. Quoting and invoice software that reduces your quote process into three steps and integrates with your existing system.
FF&EZ is a furniture, fixture, and equipment quoting and specification presentation tool for interior designers, architects and FF&E sales organizations. There are two basic versions: Design (covers budgeting, presentation, spec writing and ordering lists) and Design/Purchasing (include all features of Design but produces, tracks and invoices numbered purchase orders. Basic capabilities for exporting data at specific milestones are available. Furniture, fixture, and equipment quoting and specification presentation tool for interior designers and architects.
ITQuoter online quoting tool facilitates bid pricing management and automatic bid importing by allowing you to map bid formats and them import them into a quote with single click. Quoting tool that helps businesses create proposals, order confirmations, and other online documents with digital sgnature.
Cloud-based platform that helps your purchasing department automate their quoting processes. Cloud-based platform that helps your purchasing department automate their quoting processes.
Gluh is a sales, quoting, automated procurement platform for IT Service Providers (MSPs and VARs). Gluh is especially effective in delivering the full range of IT products that your business clients are already purchasing, without being a distraction to your core business. Gluh delivers two important business outcomes: 1. Profitable incremental revenue gluh makes selling a full IT product range possible 2. Super-fast quoting, sales and automated procurement Glüh empowers the profitable delivery of business technology for IT Service Providers (MSP/VAR). Sign up for a free trial @ gluh.co
First collaborative SaaS software for cost estimating and data mining. Improve design-to-cost and time-to-market performance, create operating synergy between the various jobs and functions, streamline and professionalize the costing and quotation activities. easyKost makes it possible to determine the cost of new products or services in a matter of seconds by exploiting the richness of your data without any expert knowledge of industrial technologies and processes. Easykost is a product cost management software specializing in cost estimation and cost modeling, using A.I. algorithms.
Get quotes sent out faster and increase your confidence in closing every one. Ascend's flexible, easy-to-use interface lets you build estimates and send proposals from your browser and collaborate your team in real-time. Plan project costs, apply target margins, and send great-looking proposals for every variation of the job in minutes. Reuse components and previous quotes to save time on future proposals. Start saving time and making more money today with a free trial. Get quotes out faster and increase your confidence in closing every one. Start saving time and money today with a free trial.
Madiwor is the new Standard in Label Manufacturing Management Software. Madiwor Cloud Management system was designed specifically for label and flexible packaging manufacturing, empowering label printers and converters to harness their data and sell more, profitably. Embrace the future of Label Manufacturing: harness data, go mobile, and delight your customers. Built from the ground up, our composed business capabilities are designed for Label converters focused on growing profitably. Madiwor Cloud Management system was designed specifically for label manufacturing, empowering label printers and converters to harness.
BookkeeperQuote is a new piece of online software designed to help bookkeepers get their prices right based on the value of what they bring to the client as opposed to charging by the hour. Our software not only delivers the bookkeeper an accurate quote based on the value they bring but also enables them to produce electronic documents for signature by their client, saving time and additional paperwork. Bookkeeping software for your business.
FPX simplifies buying and selling experiences to align enterprise businesses with the expectations of modern omnichannel customers. With FPXs enterprise CPQ solution, todays leading organizations are optimizing their buying and selling experiences across their sales, partner, and ecommerce channels, resulting in increased revenue and profit margins, increased loyalty and engagement, and empowered IT assets. FPX is enterprise CPQ for B2B buyers and sellers.
PEP Technology is the only intelligent ERP/CAD/CAM Software developed for Job Shops, Fabricators and OEMs to program and automate laser, plasma, flame, waterjet, punch and similar processes. PEP AUTOMATICALLY converts CAD drawings into perfect cutter path; nests, sequences and assigns lead-ins automatically. PEP is a Lean Manufacturing software product that seamlessly integrates with many CAD software programs and offers precision quoting of all DXF, DWG, PDF and similar drawing files. On-premise CAD/CAM System designed to automate processes for manufacturing laser, plasma, flame, waterjet and punching machines.
Quoting and estimating tool for countertop manufacturers integrated with CNC machine linking and CAD drawing. Quoting and estimating tool for countertop manufacturers integrated with CNC machine linking and CAD drawing.
Vendavo CPQ Cloud helps B2B organizations coordinate, control, and streamline their quote-to-cash processes by making sure sales reps have the right combinations of products and pricing for every situation, while spending less time on sales administrative tasks and more time on meeting customer expectations. With Vendavo CPQ Cloud, enterprises can now increase sales productivity and win rates while delivering an improved customer experience. As a result, elevated enterprise profitability. Enterprises can now increase sales productivity and win rates while delivering an improved customer experience.
Data-driven Configure, Price, Quote (CPQ) to maximize revenue and margin performance. The solutions data science-driven guidance provides recommendations for the right offer at the right price based on customer segmentation, buying patterns and willingness to pay. In addition, advanced guided selling allows you to intelligently cross-sell and upsell. Data-driven Configure, Price, Quote (CPQ) with price guidance to maximize revenue and margin performance.
We make software. For manufacturers. Really awesome software. That works well, and is pretty. Why? Faster rockets. Better cars. Cheaper production. What would happen if everything could be made 30% faster, better, stronger? Let's create that future together. We're helping manufacturers transition to cutting edge software that lowers the stress of everyday operations, gets more out of good employees, automates the tasks you hate so you can focus on what really matters - customer relationships SaaS solution that helps businesses track task scheduling, job costing, inventory levels, purchasing, production engineering, and more.
BlinQ is a web-based window furnishing software that helps users in creating Onsite-Quotes, Order Sheets for Manufacturing, Check Measure Sheets, Fitter Sheets, Invoices & Receipts. The platform is specially designed to cater for window furnishing industry. BlinQ enables users to hide the measurements from customers quotes and send via SMS or Email as well as tracks the clicks & email open notifications. As a web-based platform, BlinQ can be accessed from any device with an active internet Perfect tool for creating on-site accurate quotations for window furnishing.
Create effective quotes with a nice template, descriptions, images, and send them to your customers within a click. Beat your competitors to the punch: as soon as your customer asks you for a quotation, you can generate it in seconds, even when you are with your customer and you're not in your office, because quotadoo works in the secure cloud and you can access it everywhere. Create effective quotes with a nice template, descriptions, images, and send them to your customers within a click. Use it everywhere.
A better, faster, smarter way of building your price quotations. OptiOffer is created and developed alongside companies to satisfy specific and day to day problems. Our main goal is to reduce waste, especially wasted time and resources. Learn how companies worldwide use OptiOffer every day to increase their sales and client satisfaction. Check our testimonials and case studies! An in-house branding expert is here to help companies create and share the dream quote to their customers! Fast and consistent, we're the online quotation app your company needs. Stop wasting valuable time and resources on meaningless tasks!
seProposals is THE easy-to-use proposal and quoting platform. Your sales people can create visually stunning proposals quickly. You can lock down information they are not permitted to edit--ensuring text approved by legal doesn't get altered, while fostering collaboration on content that speaks to prospects. Sales and marketing staff create the proposals on-the-fly--with as much flexibility or restraint as you allow. seProposals is highly customizable and integrated with leading CRM solutions Easy-to-use Proposal AND Quoting platform. Let your sales people create visually stunning PDFs--FAST. Create proposals anywhere.
Sales and back office automation for telecom providers, resellers, and agents. Instant quote and proposal generation. Sales and back office automation for telecom providers, resellers, and agents. Instant quote and proposal generation.
Our B2B CPQ automates your entire quotation process, dramatically speeding up the sales cycle, reducing errors and protecting margins. With full integration to your Solidify Product Catalog and Product Configurator, you can be confident that your quotes are always accurate and thorough. Built-in workflow functionality ensures proper approvals at every stage. And, a user-friendly dashboard customized to your company's needs lets team leaders and management keep a close eye on overall performance. Configure-Price-Quote solution that helps manufacturers succeed in today's competitive environment.
24/7 direct access to sales quote, sales order information via internet 24/7 direct access to sales quote, sales order information via internet
Signature-IT provides industrial and technical manufacturers an enterprise level solution to configure, market and quote configurable products online. Empower even the newest sales person, decrease errors in configuration and quoting, automate time-consuming tasks, and gain new leads. Request a free demo today, and learn more how Product Configuration can change the way your company does business. Enterprise level CONFIGURE, PRICE, and QUOTE platform. Accurately and swiftly configure complex products. Request a free demo today.
Collaborative platform for quote management for buyer & supplier side. Assessments, pricing, vendor management, contract execution. Collaborative platform for quote management for buyer & supplier side. Assessments, pricing, vendor management, contract execution.
Configure Price Quote. Simple CRM with lots of added features that can help you close more sales and build better relationships. Configure Price Quote. Simple CRM with lots of added features that can help you close more sales and build better relationships.
ASC Pricing and Quoting is a web-based solution for configure, price and quote (CPQ) management that specifically focuses on facilitating RFPs, RFIs and RFQs creation and management, sourcing and procurement activities, and collaborative (purchaser and vendor) negotiation. The secure, customizable ASC Pricing and Quoting solution manages the entire bidding process including tender posting, amendment and access, plus response submission, evaluation and award. A configure, price & quote (CPQ) solution that facilitates sales configuration, RFP management, sourcing, procurement & collaboration
Looking for a better way to handle sales in the field? Meet Routzy, your new best friend! This sales app gives you the power to draw up quotes, create dynamite presentations, manage contacts, fill and file forms, create sales routes, and more, all on the go! Whether you're online or offline, Routzy gets the job done! The sales app Routzy is the ultimate tool for traveling sales professionals. Draw up quotes in record time. Get organized today!
Zimit is the leading cloud based CPQ (configure price quote) solution for the enterprise services industry. Solution catalogs. Guided selling. Quotes. Automated proposals. Simple approvals. Quote analytics. In other words: Fast. Simple. Low Cost. More Revenue. Zimit is the leading cloud based CPQ (configure price quote) solution for the enterprise services industry.

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.