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Quoting Software

Quoting software enables organizations to accurately calculate cost and price estimates quickly and efficiently. Quote Management applications also allow enterprise-wide distribution of quotes, enabling automatic pricing based on historical records as well as easy integration of localized factors, including customer profiles, case-specific terminology and sales tax rates. Many Quoting applications integrate directly with an organization's accounting activities, enabling the automatic conversion of price quotes to invoices. Quoting software is related to Accounting software and Sales Force Automation software.

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417 results

PandaDoc is an all-in-one tool to create, edit, send, track, and eSign Quotes and other business documents quickly and easily. Learn more about PandaDoc
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
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

  • 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. 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

  • 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
JobBOSS² promotes the profitability of scaling job shops by delivering a seamless quote-to-cash solution.
JobBOSS² promotes the profitability of scaling job shops by delivering a seamless quote-to-cash solution. A combination of JobBOSS expertise and the E2 software, JobBOSS² has been helping thousands of job 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 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
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
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
Do you want your company to run EXACTLY how you want it to? Try JobNimbus 2 Weeks for free, no credit card required.
Trying to get organized? Does your team know what's going on with your customers? Is all the business information in your head? Do you want your company to run EXACTLY how you want it to? 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 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

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

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

  • Customizable Branding
  • Pricing Management
  • Third Party Integrations
  • Automated Quoting
  • Discount Management
  • Proposal Generation
  • Electronic Signature
  • Billing & Invoicing
  • Document Management Software
With Jenesis insurance agency management system and JenesisWeb website design, we handle all your agency needs.
Jenesis is a web-based management system designed to help insurance agents manage Personal lines and Commercial lines policies. Jenesis helps build strong relationships with policyholders while automatically marketing to potential customers, improving client communication through email integrations, increasing the efficiency with pre-filled Acord forms and offers your customers easy access to policy information via the Jenesis Client Portal. 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 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

  • 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
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
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 AdaptiveWork

Features

  • Customizable Branding
  • Pricing Management
  • Third Party Integrations
  • Automated Quoting
  • Discount Management
  • Proposal Generation
  • Electronic Signature
  • Billing & Invoicing
  • Document Management Software
FreeAgent - Voted the UK’s #1 bookkeeping software and Client App of the Year 2021 at ICB Luca awards
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

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

  • Customizable Branding
  • Pricing Management
  • Third Party Integrations
  • Automated Quoting
  • Discount Management
  • Proposal Generation
  • Electronic Signature
  • Billing & Invoicing
  • Document Management Software
Automate quoting, accept payments, and increase your conversion rate with Better Proposals.
Better Proposals is an all-in-one digital document solution for businesses that want to streamline their sales processes. With its intuitive and easy-to-use editor, it lets you create and send your quotes in just a few minutes. Say goodbye to manual entry thanks to its CRM integrations and accept payments through Stripe, GoCardless, and PayPal. Learn more about Better Proposals

Features

  • Customizable Branding
  • Pricing Management
  • Third Party Integrations
  • Automated Quoting
  • Discount Management
  • Proposal Generation
  • Electronic Signature
  • Billing & Invoicing
  • Document Management Software
Tradify is a quoting app built for trade & service based businesses. Quote, schedule, track & invoice on the go.
Tradify is a quoting app designed specifically for trade businesses with 1-20 employees. It contains everything a tradie needs to cut back on admin. Quotes, invoices, timesheets, field service management, purchase orders, scheduling and job reporting. Tradify handles it all with ease. Thousands of electricians, plumbers, HVAC, builders, and other trades use and love Tradify across the world. 90% of our customers choose Tradify because its easy to use. Find out why: Learn more about Tradify

Features

  • Customizable Branding
  • Pricing Management
  • Third Party Integrations
  • Automated Quoting
  • Discount Management
  • Proposal Generation
  • Electronic Signature
  • Billing & Invoicing
  • Document Management Software
Simpro is a leading global provider of quoting software for the trades.
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. Learn more about Simpro

Features

  • Customizable Branding
  • Pricing Management
  • Third Party Integrations
  • Automated Quoting
  • Discount Management
  • Proposal Generation
  • Electronic Signature
  • Billing & Invoicing
  • Document Management Software
Ignition is an all-in-one platform to automate and optimize proposals, client agreements, billing and payment collection.
Ignition is an all-in-one platform for professional services that empowers businesses to get paid faster, and run smarter. Automate and optimize your proposals, client agreements, billing and payment collection to put an end to late payments, unbilled work and mundane repetitive admin. With Ignition, accounting and professional services businesses get paid faster for all of their work, are more efficient and become more profitable. Learn more about Ignition

Features

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

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

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

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

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

  • Customizable Branding
  • Pricing Management
  • Third Party Integrations
  • Automated Quoting
  • Discount Management
  • Proposal Generation
  • Electronic Signature
  • Billing & Invoicing
  • Document Management Software
Quotient streamlines the quoting process, making it easy to create, send, and manage quotes. Your customers will love it.
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
MarketDirect StoreFront is the industry leading eCommerce Web-to-Print solution designed for printers and marketers.
MarketDirect StoreFront is the industry leading eCommerce Web-to-Print solution designed for printers and marketers. Offering leading user experience and design options, with simple to use templates or powerful customized site building tools. You can sell marketing collateral, business stationery, direct mail - even digital marketing campaigns. All with best in class automation via XML and JDF integration, direct connectivity for MIS solutions and a dedicated API. Learn more about MarketDirect StoreFront

Features

  • Customizable Branding
  • Pricing Management
  • Third Party Integrations
  • Automated Quoting
  • Discount Management
  • Proposal Generation
  • Electronic Signature
  • Billing & Invoicing
  • Document Management Software
AroFlo and AroFloGo helps operations connect their field and office teams, win new jobs, simplify complex work, and get paid faster.
AroFlo and AroFloGo are Job Management software platforms for trade businesses. If you’re a smaller operation AroFloGo covers your basic needs. Like scheduling, quoting, invoicing and time sheets - to name a few. As you grow, you can upgrade with ease to AroFlo. Or perhaps your business needs AroFlo now? AroFlo is a full-featured solution for trade and service-based businesses. Manage jobs through their entire lifecycle—from the initial query and quote all the way to final invoicing. Learn more about AroFlo

Features

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

  • Customizable Branding
  • Pricing Management
  • Third Party Integrations
  • Automated Quoting
  • Discount Management
  • Proposal Generation
  • Electronic Signature
  • Billing & Invoicing
  • Document Management Software
ERP software for custom, 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 business from sales, inventory, scheduling, production, shipping, and more. M1 is now also compliant with ITAR, and has an ITAR-compliant cloud platform for manufacturers who need to maintain regulatory compliance. M1 helps you grow. Learn more about M1 ERP

Features

  • Customizable Branding
  • Pricing Management
  • Third Party Integrations
  • Automated Quoting
  • Discount Management
  • Proposal Generation
  • Electronic Signature
  • Billing & Invoicing
  • Document Management Software
aPriori provides a unique, end-to-end digital twin solution that empowers manufacturers to unlock and identify new opportunities
aPriori provides a unique, end-to-end digital twin solution that empowers manufacturers to unlock and identify new opportunities rapidly for innovation, growth, cost savings, and sustainability. Companies use our automated manufacturing insights to reduce product cost, improve productivity, and reduce their products’ carbon footprint. aPriori also boosts manufacturers’ digital thread investments to deliver business value at scale, increase agility, and minimize risk. Visit www.apriori.com Learn more about aPriori

Features

  • Customizable Branding
  • Pricing Management
  • Third Party Integrations
  • Automated Quoting
  • Discount Management
  • Proposal Generation
  • Electronic Signature
  • Billing & Invoicing
  • Document Management Software
partnertribe is designed for professionals and businesses that are looking for a "lean" deal flow management system
Want to create a digital business proposal effortlessly? Partnertribe is the tool for you! It helps you quickly build online proposals and share them with your prospects. They will see the proposal just like a web page and will be able to review and sign it online. Partnertribe also includes an automatic form builder to collect leads from your marketing campaigns and a related CRM to manage commercial opportunities, all in one place. Learn more about partnertribe

Features

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

  • Customizable Branding
  • Pricing Management
  • Third Party Integrations
  • Automated Quoting
  • Discount Management
  • Proposal Generation
  • Electronic Signature
  • Billing & Invoicing
  • Document Management Software
The flagship CPQ software for the FES industry, backed by a catalog of 1 million products.
AutoQuotes (AQ), from Revalize 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

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

  • Customizable Branding
  • Pricing Management
  • Third Party Integrations
  • Automated Quoting
  • Discount Management
  • Proposal Generation
  • Electronic Signature
  • Billing & Invoicing
  • Document Management Software
Learn why thousands of service companies choose FieldPulse for its robust functionality, ease of use, and topnotch support.
FieldPulse is the #1 FSM Platform. We're known for our ease of use, scalable functionality, and the best customer success team in the industry. FieldPulse is an all-in-one application for service contractors to better manage and grow their business. Customer Management Scheduling & Dispatching Estimates & Invoices Timesheets Customer Communications Booking Portals and much more... Learn more about FieldPulse

Features

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

  • Customizable Branding
  • Pricing Management
  • Third Party Integrations
  • Automated Quoting
  • Discount Management
  • Proposal Generation
  • Electronic Signature
  • Billing & Invoicing
  • Document Management Software
Manage all your business-critical document processes from one system. Use workflows to eradicate manual tasks and increase efficiency.
DocFlite (Powered by QuoteOnSite) provides a central hub for SME’s that need to take control of document processes. Manage a multitude of document types including Quotes, Proposals, Contracts and Feedback Forms. Workflows seamlessly connect different processes together improving overall efficiency. Integrate with HubSpot, SalesForce, QuickBooks, Sage and Xero to streamline your entire process. Learn more about DocFlite

Features

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

  • 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.
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

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.