255 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,...

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Product Configurator
Automate your quoting and sales process, save money on quoting and discover and capture valuable leads. Learn more about ConvertCalculator
ConvertCalculator helps businesses quote faster, more accurately, and win more deals. Let your customers set their price and increase your website conversion and sales. Every business is different, so every quotation process is different. With our online calculation form builder, you can create an online quote tool specific to your and your client's needs. With ConvertCalculator you will automate your sales process, save money on quoting and discover and capture valuable leads. Learn more about ConvertCalculator
ConvertCalculator helps businesses quote faster, more accurately, and win more deals. Let your customers set their price and increase your website conversion and sales. Every business is different,...

Features

  • 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. Learn more about Tradify
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 15,000 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. Learn more about Tradify
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,...

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Product Configurator
Bitrix24 is #1 free CRM with built in quotes and invoices. Unlimited quotes and invoices 100% free. 8 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,...

Features

  • Contact Management
  • Pricing Management
  • 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...

Features

  • Contact Management
  • Pricing Management
  • 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. Learn more about YourTradebase
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
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...

Features

  • 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. Learn more about iQuoteXpress
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. Learn more about iQuoteXpress
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...

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Product Configurator
Follow up on every opportunity and win new business by creating professional, customisable, online quotes or estimates on the spot.
Xero helps you win new business by creating beautiful, customised quotes on the spot. Never miss an opportunity by sending quotes to your prospective customers as soon as you've discussed the work they'd like done. Customers can accept, decline or comment on the quote with the click of a button, then you can easily edit and resend if you need to. Once the job is done, simply create an invoice from your quote, which they can easily pay online.
Xero helps you win new business by creating beautiful, customised quotes on the spot. Never miss an opportunity by sending quotes to your prospective customers as soon as you've discussed the work...

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Product Configurator
Keap's platforms, Lite, Pro, Max and Max Classic (formerly Infusionsoft) provide all-in-one CRM, sales, and marketing automation softwa
Grow your business with the all-in-one CRM, sales & marketing software for serious business owners. Our platform organizes your customer information and daily work in one place, freeing you up from repetitive tasks so you have more time to focus on growing your business.
Grow your business with the all-in-one CRM, sales & marketing software for serious business owners. Our platform organizes your customer information and daily work in one place, freeing you up from...

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Product Configurator
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...

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Product Configurator
Get 50% Off! Jobber is trusted by 100K+ service professionals to keep jobs on track and provide great customer service. Try it free!
Get 50% Off Jobber for 3 months! Jobber keeps your jobs on track and your customers informed. Schedule jobs more efficiently, optimize routes, and send quotes and invoices by text. Give your crew the job details they need, see where they are, and get notified when a job is done. Send automatic payment reminders and take payments instantly in-person, online, or automatically every month. With a mobile app, free training, and simple setup, Jobber helps you save time while delivering 5★ service.
Get 50% Off Jobber for 3 months! Jobber keeps your jobs on track and your customers informed. Schedule jobs more efficiently, optimize routes, and send quotes and invoices by text. Give your crew the...

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Product Configurator
Qwilr is a document design and automation tool for sales teams, including e-sign, analytics and smart integrations.
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.
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...

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Product Configurator
The app for small business. Schedule jobs, create quotes and invoices, complete OH&S forms and even take credit card payments.
ServiceM8 is for small service businesses with less than 30 staff. Powerful management of estimates, scheduling, invoicing, maintenance schedules, safety reports, customers & much more. Cut admin time dramatically by sending invoices directly into Quickbooks Online or Xero. ServiceM8 is simple to use, quick to get started and we have a free trial, so why not give it a go today?
ServiceM8 is for small service businesses with less than 30 staff. Powerful management of estimates, scheduling, invoicing, maintenance schedules, safety reports, customers & much more. Cut admin...

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Product Configurator
Proposify's the proposal software that gives you control and visibility into the most important stage of your sales process. The close.
Proposify is the online proposal software that gives control and visibility into the most important stage of your sales process. From deal design to sign-off, get the confidence and flexibility to manage and close all your quotes, contracts, and proposals. Create impressive sales documents that stay consistent and error-free. Receive the insights to scale your process, make timely engagements, and accurately forecast. And deliver a seamless sign-off experience for your customers and prospects.
Proposify is the online proposal software that gives control and visibility into the most important stage of your sales process. From deal design to sign-off, get the confidence and flexibility to...

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Product Configurator
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...

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Product Configurator
RFP360 develops RFP management software that transforms how organizations request information, respond to requests and connect.
RFP360 develops software that transforms how organizations worldwide request information, respond to requests and connect making RFP and similar processes far more efficient, effective, collaborative, consistent and repeatable for everyone. Our complete approach covers every angle, from knowledge management and response automation with answer intelligence (AI) to RFx development and vendor evaluation with heat map scoring. RFP360 also features workflow, collaboration, dashboards and reporting.
RFP360 develops software that transforms how organizations worldwide request information, respond to requests and connect making RFP and similar processes far more efficient, effective,...

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Product Configurator
ECI JobBOSS provides the necessary business software tools you need to keep your shop efficient, productive and profitable.
ECI JobBOSS is a job-based shop management software designed specifically for custom and mixed-mode manufacturers; it is an integrated quote-to-cash solution that offers complete visibility and control of a manufacturing business. Available as a cloud or on-premise software, each option offers flexible pricing models and monthly subscriptions, giving you the power to choose the best solution for your business. Dashboards show the business-critical information in real-time.
ECI JobBOSS is a job-based shop management software designed specifically for custom and mixed-mode manufacturers; it is an integrated quote-to-cash solution that offers complete visibility and...

Features

  • Contact Management
  • Pricing Management
  • 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,...

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Product Configurator
Scoro is an end-to-end work management solution that enables you to control your entire workflow in one place.
Scoro is an award-winning end-to-end work management solution that enables you to control your entire workflow in one place. In addition to project management features, Scoro provides all the tools you need to fully manage your business: work & task scheduling and tracking, collaboration, contact database & CRM, quoting and billing, advanced reporting, real-time dashboards, and much more. Sign up for a 14-day free trial to see for yourself!
Scoro is an award-winning end-to-end work management solution that enables you to control your entire workflow in one place. In addition to project management features, Scoro provides all the tools...

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Product Configurator
Top rated all-in-one solution designed for service businesses. Easily manage your jobs from when they come in until they are paid.
Whether it's residential call-outs or large commercial jobs, Fergus full-service job management software for trades and service businesses gives you all the tools you need to run a successful business. Built by a plumber, Fergus takes care of all the details from quoting, scheduling and invoicing through to managing your team and Health & Safety. With more than 10 million jobs already created in Fergus, our visual workflow can help you manage all of your jobs on the go, whether it's 3 or 300.
Whether it's residential call-outs or large commercial jobs, Fergus full-service job management software for trades and service businesses gives you all the tools you need to run a successful...

Features

  • Contact Management
  • Pricing Management
  • 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...

Features

  • 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...

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Product Configurator
A single platform for all your project management needs; from quotes to timesheets, job tracking, and costing, reporting and more.
A single platform for all your job management needs, used by 10000+ service businesses globally. See all your expenses in the job costing system and don't get stung with nasty bills. Instantly know how costs and invoices are stacking up in the job order costing system. See your estimated costs broken down into individual tasks. Measure actual costs as they come in, to see if your staff are quoting accurately. Get full visibility and view job profitability at a glance. Try it now for free!
A single platform for all your job management needs, used by 10000+ service businesses globally. See all your expenses in the job costing system and don't get stung with nasty bills. Instantly know...

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Product Configurator
Invoice2go makes it easy to send invoices & estimates, accept online payments and manage your business. Free 30 day trial.
Send professional invoices and estimates with Invoice2go. Try it free for 30 days. Easily create and send custom invoices with a few clicks, accept payments online and manage your business at-a-glance with business insights reporting. Looking for more tools to run your business? Invoice2go also features appointment scheduling, time tracking, expense tracking and more. Try our newest profiles and review features to increase visibility online and earn customer trust.
Send professional invoices and estimates with Invoice2go. Try it free for 30 days. Easily create and send custom invoices with a few clicks, accept payments online and manage your business...

Features

  • 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,...

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Product Configurator
Inventory, order tracking, invoicing and reporting web app for SMEs across multiple locations - including manufacturing.
Web-based inventory, order tracking, invoicing and reporting system for small & medium sized companies across multiple locations - including production handling. See stock alerts, supplier availability & lead times. Track stock levels, cost, inventory value. Handle picking, serials, batches and barcodes, returns, consignment, drop shipping, internal transfers. Adopt Megaventory for successful management of your business and enjoy the user-friendly interface and comprehensive support!
Web-based inventory, order tracking, invoicing and reporting system for small & medium sized companies across multiple locations - including production handling. See stock alerts, supplier...

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Product Configurator
Take your company mobile, manage tasks, sales, quoting, work orders, maintenance, recurring contracts, timesheets, invoicing and more!
Take your company mobile, manage tasks, sales, quoting, work orders, maintenance, recurring contracts, timesheets, invoicing and more!
Take your company mobile, manage tasks, sales, quoting, work orders, maintenance, recurring contracts, timesheets, invoicing and more!

Features

  • Contact Management
  • Pricing Management
  • 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...

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Product Configurator
Practice Ignition is a powerful way to manage your client-focused business. Proposals, contracts, billing, business intelligence +
Practice Ignition is a powerful way to run your client-focused business. Create and track proposals with built in contracts and engagement letters, bill clients with variable payment options (recurring, one time, etc.) and get important business insights all in one place. Then you can automate your accounting and workflow tasks through integrations. Practice Ignition will help you sign more clients, improve cash flow, streamline client on-boarding and forecast your company's success.
Practice Ignition is a powerful way to run your client-focused business. Create and track proposals with built in contracts and engagement letters, bill clients with variable payment options...

Features

  • 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,...

Features

  • 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,...

Features

  • 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...

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Product Configurator
For commercial subs and residential remodelers looking to run a more productive business. All-in-one solution with real-time insights.
For commercial subcontractors and residential remodelers only! Run efficiently, paperlessly, and with better insights on job performance than they ever had before. Offers both contract job and dispatch management tools. Syncs with QuickBooks. Features: Detailed quoting, project management, contract management, change order management, ACH/credit card payment processing, RFIs, scheduling, time tracking, progress invoicing, AIA-style billing, and more.
For commercial subcontractors and residential remodelers only! Run efficiently, paperlessly, and with better insights on job performance than they ever had before. Offers both contract job and...

Features

  • 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...

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Product Configurator
KashFlow Payroll online software includes everything you need for effective payroll in a small business
KashFlow Payroll includes everything you need for effective payroll in a small business. Pay monthly salaries and hourly wages from one place and easily update forms for employee, tax and insurance information. Easy to use online software. - Automatic Enrolment Made Easy - Every Payroll Essential - Automated processes - Effortless Payroll Management - Holiday Pay functionality
KashFlow Payroll includes everything you need for effective payroll in a small business. Pay monthly salaries and hourly wages from one place and easily update forms for employee, tax and insurance...

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Product Configurator
ERP software for job shops, custom and mixed mode manufacturers and make to order manufacturers.
M1 is subscription cloud-based ERP software for manufacturers, enabling you to tie your business operations together in one system to centralized your data. It lets you coordinate and share data across various functions within your businessfrom sales, inventory, scheduling, production, shipping, and more. M1 helps you grow.
M1 is subscription cloud-based ERP software for manufacturers, enabling you to tie your business operations together in one system to centralized your data. It lets you coordinate and share data...

Features

  • 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...

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Product Configurator
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...

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Product Configurator
The most intuitive, customizable and cost-effective customer relationship management (CRM) solution on the market.
1CRM enables businesses to create long-lasting customer relationships with the most intuitive, customizable and cost-effective customer relationship management (CRM) solution on the market. By focusing on a comprehensive and easy to customize CRM solution, 1CRM is putting tailored-fit CRMs within reach of businesses everywhere. 1CRM stands out for its inclusion of Order Management, Service Management and Project Management within its CRM framework - including timesheets and expense reports.
1CRM enables businesses to create long-lasting customer relationships with the most intuitive, customizable and cost-effective customer relationship management (CRM) solution on the market. By...

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Product Configurator
New generation quoting software designed to meet unique business needs, bring value to your business, streamline quotation management.
New generation quoting software for quoting products, logistics, insurance, services, projects, sales agreements, and more. Customize your quoting software based on your industry, product, and service offerings, Run quote reports and metrics with charts, graphs, and data export. Fully hosted and self hosted deployment models, technical support, training, and data migrations.
New generation quoting software for quoting products, logistics, insurance, services, projects, sales agreements, and more. Customize your quoting software based on your industry, product, and...

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • 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, headquartered in Dallas, Texas, enables trade service professionals to run their businesses from anywhere. Using our intuitive integrations and features, FieldPulse helps simplify your day-to-day operations like scheduling, customer management, estimates and invoicing, dispatching, and more. We’re focused on giving our customers the tools they need to save time, money, and headaches, all while growing their businesses utilizing our powerful cross-platform app.
FieldPulse, headquartered in Dallas, Texas, enables trade service professionals to run their businesses from anywhere. Using our intuitive integrations and features, FieldPulse helps simplify your...

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • 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...

Features

  • 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...

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Product Configurator
Take your revenue to new heights. Sell and bill on one platform. Configure, Price, and Quote complex deals all on the world's #1 CRM.
Take your revenue to new heights. Sell and bill on one platform. Configure, Price, and Quote complex deals all on the world's #1 CRM. Unify sales and finance with complete visibility across the customer lifecycle from quote to retention. Give Sales teams and channel partners the necessary tools to quickly configure, price and quote complex solutions. Automate discounts, pricing, and approvals to maximize revenue and margins
Take your revenue to new heights. Sell and bill on one platform. Configure, Price, and Quote complex deals all on the world's #1 CRM. Unify sales and finance with complete visibility across the...

Features

  • Contact Management
  • Pricing Management
  • 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...

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Product Configurator
Manage your direct & indirect purchasing on your own private procurement platform. Free version available.
Simple Procurement Software to manage all your company's spending. Tradogram provides configurable tools to streamline your Requisitions, Purchase Orders, RFQs/RFPs, Contracts, Receiving and Invoice Matching. Also, manage the process with User Permissions, Approvals, Budgets, Items Catalog, Supplier Management, Projects & much more. The latest cloud technology with top security & performance criteria. Get your FREE account today & see how easy it is to use!
Simple Procurement Software to manage all your company's spending. Tradogram provides configurable tools to streamline your Requisitions, Purchase Orders, RFQs/RFPs, Contracts, Receiving and Invoice...

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Product Configurator
Save Time & Win More Bids with ProEst Construction Estimating Software
ProEst is the industry's leading cloud-based estimating and pre-construction management software, offering contractors new levels of process efficiency, information accuracy, and team collaboration. Our online platform combines CRM, cost estimating, digital takeoffs, bid-day analysis, and reporting in a single powerful solution -- all with 24/7 access from any computer or mobile device.
ProEst is the industry's leading cloud-based estimating and pre-construction management software, offering contractors new levels of process efficiency, information accuracy, and team collaboration....

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Product Configurator
Qvidian is an RFP response and proposal management software that helps enterprises win new business faster.
Upland Qvidian automates away the tedious and frustrating in your RFP response and proposal processes. With Qvidian, sales and proposal teams can collaborate effortlessly to quickly deliver polished and compliant proposals, presentations, and sales documents. With an unmatched 25 years of experience, more than 1,000 companies and 200,000 users worldwide rely on Qvidian to meet deadlines, tame proposal content chaos, and win more deals.
Upland Qvidian automates away the tedious and frustrating in your RFP response and proposal processes. With Qvidian, sales and proposal teams can collaborate effortlessly to quickly deliver polished...

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Product Configurator
Windward Core is the global leader in embedded document generation solutions, allowing users to create any kind of document imaginable.
Windward Core is the global leader in document generation solutions. Core embeds into applications with only 11 lines of code. It enables users to design templates using business logic and multiple data sources within the familiar landscape of Microsoft Office. Core is fast, easy, and removes human error, transforming the way business professionals create documents. ISVs and OEMs can quickly take their custom solutions with powerful reporting capabilities to the market by integrating with Core.
Windward Core is the global leader in document generation solutions. Core embeds into applications with only 11 lines of code. It enables users to design templates using business logic and multiple...

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Product Configurator
Growing and high-performing teams use QuoteOnSite to Create, Send and track beautiful quotes and proposals. No training required.
** Create professional quotes, proposals, contracts, promotional offers. ** Include e-signatures, tables, forms and custom content sections. ** Send documents electronically. ** Track opens and clicks. ** See exactly how clients are engaging with your documents with heat mapping, mouse movement tracking, click tracking and page view timings.
** Create professional quotes, proposals, contracts, promotional offers. ** Include e-signatures, tables, forms and custom content sections. ** Send documents electronically. ** Track opens and...

Features

  • 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.