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Ignition makes it simple to engage clients, get paid and run your business on autopilot. From impressive online proposals to automated Learn more about Ignition
Ignition is a client engagement and commerce platform for professional services businesses to streamline how they engage clients and get paid. Businesses such as accounting and bookkeeping firms use Ignition to help them grow, be more efficient, and create win-win client relationships. With Ignition, you can easily win new business with impressive digital proposals, engage new and existing clients with a clear scope of work, and get paid on time by automating payment collection - all in one. Learn more about Ignition

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Quotes/Estimates
  • Proposal Generation
  • Template Management
  • Estimating
Are lengthy quote times eroding buyer interest? Reduce time-to-quote with DealHub's award-winning Quoting (CPQ) software. Learn more about DealHub
Are lengthy quote times eroding buyer interest? Reduce time-to-quote with DealHub’s 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. Native integration with your CRM (Microsoft Dynamics, Salesforce and Freshworks). Learn more about DealHub

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Quotes/Estimates
  • Proposal Generation
  • Template Management
  • Estimating
Jobber is perfect for home service businesses that want to keep jobs on track and provide a seamless customer experience. Try it free! Learn more about Jobber
Jobber keeps your jobs on track and your customers informed. Send quotes and invoices by text and email, schedule jobs more efficiently, and optimize routes. 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 within 24 hours, or automatically every month. With a mobile app, free training, and simple setup, Jobber helps you save time while delivering 5-star service. Learn more about Jobber

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Quotes/Estimates
  • Proposal Generation
  • Template Management
  • Estimating
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

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Quotes/Estimates
  • Proposal Generation
  • Template Management
  • Estimating
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

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Quotes/Estimates
  • Proposal Generation
  • Template Management
  • Estimating
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

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Quotes/Estimates
  • Proposal Generation
  • Template Management
  • Estimating
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

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Quotes/Estimates
  • Proposal Generation
  • Template Management
  • Estimating
Web based software to let you create proposals faster, make them look incredible, and win the job faster with digital signatures. Learn more about Better Proposals
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. Learn more about Better Proposals

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Quotes/Estimates
  • Proposal Generation
  • Template Management
  • Estimating
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

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Quotes/Estimates
  • Proposal Generation
  • Template Management
  • Estimating
Manage mobile workforces with Synchroteam field service management (FSM) software. Create your free trial in <1 minute. Live support. Learn more about Synchroteam
Manage mobile workforces efficiently, streamline and optimize costs for businesses with Synchroteam field service management software. Synchroteam offers tracking, scheduling, dispatch, job management, reporting, CRM, quoting and mobile payment capabilities. Cloud-based SaaS with iOS and Android mobile apps. Integrates with Quickbooks and Zoho. Create your free trial in <1 minute and get organized with our affordable, powerful and customizable field service solution. Live support. Learn more about Synchroteam

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Quotes/Estimates
  • Proposal Generation
  • Template Management
  • Estimating
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). Create product and pricing configurations in seconds. IQX integrates with Zoho, Dynamics, Salesforce, Shopify, 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

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Quotes/Estimates
  • Proposal Generation
  • Template Management
  • Estimating
Intelligent cloud platform that uses AI to analyzes supplier prices and specifications to optimize negotiation results Learn more about COVALYZE
COVALYZE is an intelligent cloud platform to optimally manage your category groups. With our AI-based analytics, you see which suppliers overprice their materials or services and what is a fair price for every single article. COVALYZE empowers your teams around the world to implement significant cost reductions much faster. Learn more about COVALYZE

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Quotes/Estimates
  • Proposal Generation
  • Template Management
  • Estimating
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. Learn more about Xero

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Quotes/Estimates
  • Proposal Generation
  • Template Management
  • Estimating
The smarter way for small businesses to do great work Keap organizes your client information & daily work in one place, freeing you up
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. Learn more about Keap

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Quotes/Estimates
  • Proposal Generation
  • Template Management
  • Estimating
We help job shops and manufacturers of all kinds work smarter for improved efficiencies, greater flexibility, and bigger profits.
ECI Shoptech brings together industry-leading solutions E2 SHOP and JobBOSS to create the next evolution in job shop business management: JobBOSS². Designed for job shops and make-to-order manufacturers, JobBOSS² provides the flexibility manufacturers need to maximize productivity and profits, while scaling effectively. JobBOSS² gives you insight and visibility into your shop floor like never before with quick estimates and quotes, real-time data collection, flexible scheduling, and much more! Learn more about JobBOSS²

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Quotes/Estimates
  • Proposal Generation
  • Template Management
  • Estimating
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. Learn more about mHelpDesk

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Quotes/Estimates
  • Proposal Generation
  • Template Management
  • Estimating
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. Learn more about Qwilr

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Quotes/Estimates
  • Proposal Generation
  • Template Management
  • Estimating
The app for trade contractors & service businesses to cut paperwork, provide amazing service, and run a more productive business.
ServiceM8 is the app for trade contractors & service businesses, such as plumbing, electrical, HVAC & refrigeration, locksmiths, cleaners & gardeners — any kind of small business which manages jobs & staff in the field. We're a job, staff & client management solution, with everything to run your day-to-day in one place — digital job cards, scheduling, quotes, staff locations, client emails & texts, job notes & photos, online bookings, forms, asset management, invoicing & payments. Learn more about ServiceM8

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Quotes/Estimates
  • Proposal Generation
  • Template Management
  • Estimating
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. Learn more about Proposify

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Quotes/Estimates
  • Proposal Generation
  • Template Management
  • Estimating
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! Learn more about RepZio

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Quotes/Estimates
  • Proposal Generation
  • Template Management
  • Estimating
RFP360 empowers sourcing and procurement teams to centralize their entire RFx (RFP, RFI, RFQ) process in a single, digital workspace.
RFP360 empowers sourcing and procurement teams to centralize their RFx process — collecting insights, evaluating proposals and working with colleagues and vendors in a single, digital workspace. In addition to making smarter buying choices, customers improve efficiency, mitigate risk and increase engagement when issuing RFPs, RFIs, RFQs, vendor assessments and more. Our request management software introduces digital transformation and automation into purchasing routines. Learn more about RFP360

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Quotes/Estimates
  • Proposal Generation
  • Template Management
  • Estimating
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 Learn more about shopVOX

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Quotes/Estimates
  • Proposal Generation
  • Template Management
  • Estimating
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. Learn more about Invoice2go

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Quotes/Estimates
  • Proposal Generation
  • Template Management
  • Estimating
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! Learn more about Scoro

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Quotes/Estimates
  • Proposal Generation
  • Template Management
  • Estimating
Award-winning enterprise work management software for project portfolio management (PPM) and professional services delivery teams.
Planview Clarizen is an award-winning enterprise work management solution for PMOs and professional services delivery teams. Robust project portfolio management (PPM) capabilities enable program managers and service team leaders to gain real-time visibility into work in progress, automate workflows, proactively manage risks, gain delivery confidence, and deliver greater business impact. Planview Clarizen is purpose-built for mid-sized and enterprise PMOs, EPMOs, PSOs, and ESOs. Learn more about Planview Clarizen

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Quotes/Estimates
  • Proposal Generation
  • Template Management
  • Estimating
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. Learn more about Fergus

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Quotes/Estimates
  • Proposal Generation
  • Template Management
  • Estimating
FreeAgent has been voted the UK’s #1 accounting software for small business owners. (Accounting Excellence Awards 2020)
FreeAgent is award-winning online accounting software that’s designed specifically for small businesses and freelancers. Over 100,000 business owners and their accountants and bookkeepers use FreeAgent to create invoices, monitor cashflow, file tax returns and much more. With no confusing accounting jargon and a friendly support team on hand to answer any questions, FreeAgent makes it easy to keep your business admin on track. Learn more about FreeAgent

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Quotes/Estimates
  • Proposal Generation
  • Template Management
  • Estimating
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. Learn more about Proposable

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Quotes/Estimates
  • Proposal Generation
  • Template Management
  • Estimating
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! Learn more about WorkflowMax

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Quotes/Estimates
  • Proposal Generation
  • Template Management
  • Estimating
Avoid errors in prices, measurements, taxes using quotes in Konfío Gestión ERP:
Some of the benefits of using quotes in Konfío Gestión ERP: - You save time because the product data is already saved - Projects & professional image - Avoid errors in prices, measurements, taxes - Interact with your client - Avoid recapturing if they ask you for an electronic invoice. Learn more about Konfío Gestión

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Quotes/Estimates
  • Proposal Generation
  • Template Management
  • Estimating
simPRO is a leading global provider of quoting software for the trades.
simPRO is a leading global provider of quoting software for the trades. Since 2002, simPRO has developed a range of solutions to help businesses work smarter, provide exceptional service and maximize profitability. Over 7,000 businesses with over 200,000 users worldwide use simPRO to streamline their operations. With powerful features for quoting and estimating, scheduling, inventory management, communicating in the field, improving cash flow and reporting. Learn more about simPRO

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Quotes/Estimates
  • Proposal Generation
  • Template Management
  • Estimating
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! Learn more about Megaventory

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Quotes/Estimates
  • Proposal Generation
  • Template Management
  • Estimating
Quotient streamlines the quoting process, making it easy to create, send, and manage quotes. Your customers will love it.
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 and MailChimp. Learn more about Quotient

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Quotes/Estimates
  • Proposal Generation
  • Template Management
  • Estimating
Take your company mobile, manage tasks, sales, quoting, work orders, maintenance, recurring contracts, timesheets, invoicing and more!
ServiceBox manages the end to end business process for the Commercial Service Contractor. With our web based software you can connect the office and the field techs instantly. Create quotes, work orders, scheduling, invoicing, payments, inventory, ongoing maintenance, recurring work, timesheets and much more. Customer that utilize ServiceBox see significant improvements to their overall workflow and reduce time to process paper by 96%. This leads to your bottom line and significant growth. Learn more about ServiceBox

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Quotes/Estimates
  • Proposal Generation
  • Template Management
  • Estimating
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. Learn more about Dolibarr

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Quotes/Estimates
  • Proposal Generation
  • Template Management
  • Estimating
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 88,000 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. Learn more about QuoteWerks

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Quotes/Estimates
  • Proposal Generation
  • Template Management
  • Estimating
The easiest to use omnichannel solution that brings together configure price quote (CPQ), B2B 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 channels. Provide error-free quoting for simple and complex configurations, shorten sales cycles, and modernize your selling today. NetSuite user? Verenia also offers the only CPQ solution that is 100% native to Netsuite, not a plug-in or extension. Trusted by companies like Yamaha Motors, Bennington Marine, and Lovesac. Learn more about Verenia CPQ

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Quotes/Estimates
  • Proposal Generation
  • Template Management
  • Estimating
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. Learn more about Knowify

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Quotes/Estimates
  • Proposal Generation
  • Template Management
  • Estimating
The flagship CPQ software for the FES industry, backed by a catalog of 1 million products.
A Revalize brand, AutoQuotes is the FES industry's flagship CPQ platform -- widely used and trusted for more than 30 years. Quote faster and more accurately with access to a database of more than one million products, and accelerate deal velocity by building and sharing quotes faster than ever -- and ahead of your competitors. Learn more about AutoQuotes

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Quotes/Estimates
  • Proposal Generation
  • Template Management
  • Estimating
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. Learn more about AroFlo

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Quotes/Estimates
  • Proposal Generation
  • Template Management
  • Estimating
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. Learn more about M1 ERP

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Quotes/Estimates
  • Proposal Generation
  • Template Management
  • Estimating
Digital manufacturing intelligence software in the product lifecycle enables better collaboration in discrete manufacturing decisions
aPriori is the leading provider of digital manufacturing software that brings product design, sourcing teams, and supplier teams closer together to close the gap between design and production. By leveraging the digital twin with our digital factories, we automatically generate design for manufacturability (DFM) and design for cost (DTC) insights, helping manufacturers collaborate across the product development process to make better design, sourcing, and manufacturing decisions. www.apriori.com Learn more about aPriori

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Quotes/Estimates
  • Proposal Generation
  • Template Management
  • Estimating
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. Learn more about ConnectWise Sell

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Quotes/Estimates
  • Proposal Generation
  • Template Management
  • Estimating
Life insurance quoting tool that helps agents create quotes for their clients via their websites, mobile devices, & PCs.
Life insurance quoting tool that helps agents create, process, and manage coverage quotes in batches and embed them across websites, mobile devices, & PCs. Learn more about Compulife Quote Software

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Quotes/Estimates
  • Proposal Generation
  • Template Management
  • Estimating
#1 Action-Focused Sales CRM for Small Business. Focus on the Next Action, follow up with every lead, and stay in control of your sales.
OnePageCRM is the 1st action-focused sales CRM that helps small and medium-sized businesses stay in control of their sales. Focus on what needs to be done next, follow up with every lead, keep the team on the same page, and close more deals, one sales action at a time. Save time and automate your admin and data entry. Generate leads in a click from anywhere on the web. Reap the CRM benefits on the go with iOS and Android mobile apps. Any questions? We offer support via email, phone and chat. Learn more about OnePageCRM

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Quotes/Estimates
  • Proposal Generation
  • Template Management
  • Estimating
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 Learn more about EZLynx

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Quotes/Estimates
  • Proposal Generation
  • Template Management
  • Estimating
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. Learn more about A1 Tracker

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Quotes/Estimates
  • Proposal Generation
  • Template Management
  • Estimating
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. Learn more about 1CRM

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Quotes/Estimates
  • Proposal Generation
  • Template Management
  • Estimating
Build and gain control of your field service business with an easy and complete platform that your entire team will love using.
FieldPulse is the leading field service software for small service businesses that want to grow while saving time and money each day. Powerful, easy-to-use features and integrations give plumbers, HVAC specialists, and more the tools to make customers happier, schedule jobs quicker, and get paid faster. Start a FREE 7-day trial of the app to see how your business can grow and thrive with FieldPulse. Learn more about FieldPulse

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Quotes/Estimates
  • Proposal Generation
  • Template Management
  • Estimating
No-code content builder for on-brand online forms, surveys, web calculators, quizzes, product finders & payment pages.
involve.me specializes in growth tools for online customer engagement through white label interactive funnels. Its main software is a no-code content builder for embeddable and standalone online quizzes, online surveys, web calculators, online forms, product finders and payment pages that look & feel custom coded. involve.me's no-code interactive content builder software has been used by Salesforce, Universal Pictures, Nestlé, Pearson Education, Time Out and Bloomberg LP. Learn more about Involve.me

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Quotes/Estimates
  • Proposal Generation
  • Template Management
  • Estimating

Quoting 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.