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Quoting Software

Quoting software enables organizations to accurately calculate cost and price estimates quickly and efficiently.

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Quotient streamlines the quoting process, making it easy to create, send, and manage quotes. Your customers will love it. Learn more about Quotient
Quotient is simple to use online quoting software that lets you create, send, and manage your quotes. You'll save time, look more professional, and make more money with Quotient. It runs in a web browser – on Mac, Windows, and mobile iOS/Android. Quotient seamlessly integrates with Zapier, Xero, QuickBooks Online, Insightly, Capsule and MailChimp. Learn more about Quotient

Features

  • Customizable Branding
  • Pricing Management
  • Third-Party Integrations
  • Automated Quoting
  • Discount Management
  • Proposal Generation
  • Electronic Signature
  • Billing & Invoicing
  • Document Management Software
DealDox is a sales automation tool beyond CRM & ERP. It speeds up deal closures with instant quotes, proposals, and custom docs. Learn more about DealDox CPQ
Introducing DealDox, the paradigm-shifting solution beyond CRM. While CRM typically stops at leads and opportunities, DealDox revolutionizes the sales process. Seamlessly integrating with CRM data, it accelerates deal closures with instant quotations, proposals, and customizable document creation in your preferred language. Streamline discount management, navigate contract lifecycles effortlessly, and optimize pricing strategies with precision. DealDox transforms your sales approach, ensuring unparalleled efficiency in deal management for swift and successful outcomes. Learn more about DealDox CPQ

Features

  • Customizable Branding
  • Pricing Management
  • Third-Party Integrations
  • Automated Quoting
  • Discount Management
  • Proposal Generation
  • Electronic Signature
  • Billing & Invoicing
  • Document Management Software
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

  • Customizable Branding
  • Pricing Management
  • Third-Party Integrations
  • Automated Quoting
  • Discount Management
  • Proposal Generation
  • Electronic Signature
  • Billing & Invoicing
  • Document Management Software
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

  • Customizable Branding
  • Pricing Management
  • Third-Party Integrations
  • Automated Quoting
  • Discount Management
  • Proposal Generation
  • Electronic Signature
  • Billing & Invoicing
  • Document Management Software
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

  • Customizable Branding
  • Pricing Management
  • Third-Party Integrations
  • Automated Quoting
  • Discount Management
  • Proposal Generation
  • Electronic Signature
  • Billing & Invoicing
  • Document Management Software
PandaDoc is an all-in-one tool to create, edit, send, track, and eSign Quotes and other business documents quickly and easily.
PandaDoc is an all-in-one tool to create, edit, track, and eSign business quotes quickly and easily. Discover a better way to generate professional-looking quotes. Win more deals with unlimited eSignatures, reusable templates, in-app editing, CRM integration, APIs, and 24/7 live human support. Our average user creates a quote in under 4 min and reports a 20% increase in closed rates. Join 50,000 businesses that automate quote management, speed up the pipeline, and win more deals! Learn more about PandaDoc

Features

  • Customizable Branding
  • Pricing Management
  • Third-Party Integrations
  • Automated Quoting
  • Discount Management
  • Proposal Generation
  • Electronic Signature
  • Billing & Invoicing
  • Document Management Software
JobBOSS², formerly known as E2 Shop, promotes the profitability of scaling job shops by delivering a seamless quote-to-cash solution.
JobBOSS² promotes the profitability of scaling job shops, make-to-order manufacturers, and contract manufacturers by delivering a seamless quote-to-cash solution. A combination of JobBOSS expertise and the E2 Shop software, JobBOSS² has been helping five thousand shops increase profits by eliminating waste and streamlining operations. With an intuitive cloud-based solution and set of native mobile apps, JobBOSS² has all the tools and integrations you need to easily run your shop floor and back office operations. Easily manage the daily demands of your job shop • Take back valuable time with JobBOSS²s job shop • Get real-time visibility into job profitability • Gain accessibility, security, & efficiency with the cloud • Become an ITAR/CMMC-compliant shop Home-made compliance leaves companies more vulnerable to violations. Our JobBOSS² ITAR/CMMC solution is monitored by dedicated data custodians working around the clock to help you. Learn more about JobBOSS²

Features

  • Customizable Branding
  • Pricing Management
  • Third-Party Integrations
  • Automated Quoting
  • Discount Management
  • Proposal Generation
  • Electronic Signature
  • Billing & Invoicing
  • Document Management Software
Bitrix24 is #1 free CRM with built in quotes and invoices. Unlimited quotes and invoices 100% free. 12 million clients worldwide.
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

  • Customizable Branding
  • Pricing Management
  • Third-Party Integrations
  • Automated Quoting
  • Discount Management
  • Proposal Generation
  • Electronic Signature
  • Billing & Invoicing
  • Document Management Software
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

  • Customizable Branding
  • Pricing Management
  • Third-Party Integrations
  • Automated Quoting
  • Discount Management
  • Proposal Generation
  • Electronic Signature
  • Billing & Invoicing
  • Document Management Software
Fully integrated, automated, and easy-to-use interface designed to help users sell faster, communicate quicker, and maximize profits.
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

  • Customizable Branding
  • Pricing Management
  • Third-Party Integrations
  • Automated Quoting
  • Discount Management
  • Proposal Generation
  • Electronic Signature
  • Billing & Invoicing
  • Document Management Software
Join over 200K home service pros using Jobber. Organize your business, win more jobs, and get paid 4X faster. Get started today.
Job quoting software that wins you more work! Join over 200,000 home service pros already using Jobber. Jobber lets you build customer-friendly quotes in minutes and price jobs perfectly. Jobber's powerful software helps you organize your business so you can win more jobs. Automate invoicing and start getting paid 4X faster. Get started today. Learn more about Jobber

Features

  • Customizable Branding
  • Pricing Management
  • Third-Party Integrations
  • Automated Quoting
  • Discount Management
  • Proposal Generation
  • Electronic Signature
  • Billing & Invoicing
  • Document Management Software
Application that simplifies the management of micro-enterprises (invoicing, accounting, remote declaration, productivity)
Abby is an application designed for auto-entrepreneurs that allows them to manage their business simply and efficiently. The application offers all the functionalities that an auto-entrepreneur needs to manage his activity in a simple and complete way: ● Monitoring of your budget. ● Complete invoicing module. ● Effortless accounting. ● Remote declaration of your social contributions to the Urssaf. ● Tracking your projects and clients. Synchronise, click, it's declared! Learn more about Abby

Features

  • Customizable Branding
  • Pricing Management
  • Third-Party Integrations
  • Automated Quoting
  • Discount Management
  • Proposal Generation
  • Electronic Signature
  • Billing & Invoicing
  • Document Management Software
Get paid faster when you send free professional, customizable invoices that make it easy for customers to pay.
PayPal Commerce Platform helps make it easy for your customers to pay any way they want from almost anywhere. Let them pay now, pay later, or offer subscriptions or global and local payment options. It's the kind of flexibility customers demandthe kind that drives loyalty and lets you grow with the market. Learn more about PayPal Invoicing

Features

  • Customizable Branding
  • Pricing Management
  • Third-Party Integrations
  • Automated Quoting
  • Discount Management
  • Proposal Generation
  • Electronic Signature
  • Billing & Invoicing
  • Document Management Software
Tired of doing paperwork? Automate your workflows and sales process. Try JobNimbus 2 weeks for free, no credit card required.
JobNimbus was built for contractors just like you to take your business to the next level by easily organizing, tracking, and automating your work. By streamlining workflows within JobNimbus, you'll save time, money, and sanity and be able to see the big picture of your business at a glance. Try JobNimbus 2 weeks for free, no credit card required. Learn more about JobNimbus

Features

  • Customizable Branding
  • Pricing Management
  • Third-Party Integrations
  • Automated Quoting
  • Discount Management
  • Proposal Generation
  • Electronic Signature
  • Billing & Invoicing
  • Document Management Software
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

  • Customizable Branding
  • Pricing Management
  • Third-Party Integrations
  • Automated Quoting
  • Discount Management
  • Proposal Generation
  • Electronic Signature
  • Billing & Invoicing
  • Document Management Software
Sage 100 is an ERP platform for growing and medium-sized sales and manufacturing companies.
Sage 100 is the right ERP solution for your industry. Sage 100 is an ERP platform for growing and medium-sized sales and manufacturing companies. It is the ERP solution for medium-sized companies that want to design their business processes individually. Sage 100 offers you integrated applications for every company area, which you can easily put together individually. Learn more about Sage 100

Features

  • Customizable Branding
  • Pricing Management
  • Third-Party Integrations
  • Automated Quoting
  • Discount Management
  • Proposal Generation
  • Electronic Signature
  • Billing & Invoicing
  • Document Management Software
The smart app helping trade contractors & service businesses to cut paperwork, get more jobs done & provide amazing customer service.
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

  • Customizable Branding
  • Pricing Management
  • Third-Party Integrations
  • Automated Quoting
  • Discount Management
  • Proposal Generation
  • Electronic Signature
  • Billing & Invoicing
  • Document Management Software
Generate accurate quotes fast with Proposify. Customize, automate, and track for quicker approvals and higher satisfaction.
Proposify simplifies the quoting process, allowing you to generate error-free and professional quotes in no time. Customize quotes to match your company branding and your prospects' requirements. Use automated calculations (not sure I understand automated calculations - is this a feature?) to eliminate errors and ensure profitability (how does this ensure profitability?). Track quote status in real-time and follow up effectively to secure quick approvals. Proposify helps you streamline your quoting process, ensuring efficiency and prospect satisfaction. Learn more about Proposify

Features

  • Customizable Branding
  • Pricing Management
  • Third-Party Integrations
  • Automated Quoting
  • Discount Management
  • Proposal Generation
  • Electronic Signature
  • Billing & Invoicing
  • Document Management Software
Jenesis offers an insurance agency management system, website design, and digital marketing services to insurance agencies.
Jenesis is designed specifically for the independent insurance agency, offering a seamless platform to manage various aspects of insurance agency operations efficiently. Jenesis offers a robust agency management system with a wide array of features tailored to streamline workflows, enhance client relationships, and boost productivity. From policy management and quoting to customer relationship management (CRM) and reporting, Jenesis provides a centralized hub for all essential agency functions. Its intuitive interface and customizable workflows enable users to tailor the system to their specific requirements, enhancing efficiency and productivity. Jenesis' Web-based system offers flexibility allowing agents to work remotely, collaborate seamlessly, and provide superior service to clients on the go. Jenesis also offers website design and digital marketing services making Jenesis a comprehensive solution for insurance agencies. Learn more about Jenesis Software

Features

  • Customizable Branding
  • Pricing Management
  • Third-Party Integrations
  • Automated Quoting
  • Discount Management
  • Proposal Generation
  • Electronic Signature
  • Billing & Invoicing
  • Document Management Software
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

  • Customizable Branding
  • Pricing Management
  • Third-Party Integrations
  • Automated Quoting
  • Discount Management
  • Proposal Generation
  • Electronic Signature
  • Billing & Invoicing
  • Document Management Software
Invoice2go, a BILL mobile invoicing solution.
Invoice2go, a BILL mobile invoicing solution. BILL (NYSE: BILL) is a leader in financial automation software for small and midsize businesses. We are dedicated to automating the future of finance so businesses can thrive. Learn more about Invoice2go

Features

  • Customizable Branding
  • Pricing Management
  • Third-Party Integrations
  • Automated Quoting
  • Discount Management
  • Proposal Generation
  • Electronic Signature
  • Billing & Invoicing
  • Document Management Software
Successful projects from quote to cash.
Scoro is a comprehensive work management software specifically designed to cater to the unique needs of service businesses that have grown weary of dealing with disjointed systems, unpredictable workloads, and shrinking profit margins. With its powerful features and intuitive interface, Scoro aims to streamline and optimize the entire workflow of agencies, consultancies and other professional service businesses, providing them with a unified platform to manage all aspects of their operations. Learn more about Scoro

Features

  • Customizable Branding
  • Pricing Management
  • Third-Party Integrations
  • Automated Quoting
  • Discount Management
  • Proposal Generation
  • Electronic Signature
  • Billing & Invoicing
  • Document Management Software
Cloud based all in one shop operation solution with quoting, business intelligence, job board, and more for sign, print and apparel co.
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

  • Customizable Branding
  • Pricing Management
  • Third-Party Integrations
  • Automated Quoting
  • Discount Management
  • Proposal Generation
  • Electronic Signature
  • Billing & Invoicing
  • Document Management Software
Cloud-based solution that provides lawn care software to do estimates, invoicing, scheduling, automated text messaging and more.
With over 40,000 users and in business since 2003, LawnPro is a cloud-based software for lawn care professionals to automate their business processes and workflows. LawnPro handles job scheduling, dispatch, automatic invoicing, automatic customer text notifications, automatic payment processing, automation of late payment reminders, online booking / client portal; potential client follow-up reminders, and much more! Learn more about LawnPro

Features

  • Customizable Branding
  • Pricing Management
  • Third-Party Integrations
  • Automated Quoting
  • Discount Management
  • Proposal Generation
  • Electronic Signature
  • Billing & Invoicing
  • Document Management Software
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 Dynamics CRM, HubSpot, Zoho, Outlook and more), Accounting (QuickBooks and Sage 50), Distributors (Ingram Micro, TD Synnex, and more), FedEx/UPS, Leasing, Sales Tax, Dell, Cisco, HP, CDW, and more. Learn more about QuoteWerks

Features

  • Customizable Branding
  • Pricing Management
  • Third-Party Integrations
  • Automated Quoting
  • Discount Management
  • Proposal Generation
  • Electronic Signature
  • Billing & Invoicing
  • Document Management Software

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.