Quoting Software

Cyber Monday: Get 50% Off for 3 Months! Jobber is a cloud-based field service management software solution that allows small and midsize service businesses to manage field staff, provide customer support, and expand business... Learn more

ConnectWise Sell is a quote and request for proposal solution suitable for businesses of all sizes. Primary features include quote and proposal, product sourcing, workflow automation and sales reporting. It allows users to... Learn more

Payaca is an easy to use job management software and app that helps businesses within the home services industry convert more leads, automate their workflow and grow their business. Save hours of admin time and increase your... Learn more

PandaDoc is cloud-based document management software that helps users in creating proposals, quotes, human resources documents, contracts and more. The solution is mostly used by sales and marketing teams and company leadership. ... Learn more

Scoro is a cloud-based professional services solution for small to midsize companies in advertising, consulting, IT and other industries. The solution provides a control hub that displays pending tasks, account information, key... Learn more

Tradify is a cloud-based construction and field service solution for energy, electrical, construction and plumbing companies. Primary features include online job management, scheduling, quoting, invoicing, materials tracking and... Learn more

More than 80 percent of B2B decision makers think sales reps are unprepared. And salespeople only spend about 22% of their time actually selling. What if you could empower your sales team to sell more, with a faster sales... Learn more

Quoter is a cloud-based solution designed to help service-based businesses manage the entire quoting lifecycle using electronic signature capture, tracking, CRM, accounting and automation tools. Key features include pricing... Learn more

Cincom CPQ is a configure, price, quote, (CPQ) solution built especially for manufacturing companies and other businesses offering complex products and services. Both cloud-based and on-premise deployment options are available.... Learn more

Bitrix24 is a client management solution that provides a platform for businesses to organize and track interactions with potential or existing clients and partners. The software allows users to log and manage client interactions,... Learn more

Odoo Point of Sale (POS) is part of Odoo’s integrated suite of business applications. The module is available both on and offline and provides unified data across stores and has an integrated inventory management function. Odoo’... Learn more

Fergus is a cloud-based field service and job management solution designed for small and medium-sized businesses. The platform helps users manage a variety of jobs including quoting, estimating, scheduling, contact management,... Learn more

Better Proposals is a proposal management software that helps businesses create, share and organize custom proposals and cover pages. The platform includes customizable templates, which allows organizations to design personalized... Learn more

Practice Ignition is a web-based proposal management solution designed to help businesses send proposals with terms and conditions to clients immediately after calls. Key features include multiple proposal options, custom... Learn more

Verenia CPQ is a cloud-based configure price quote (CPQ) solution for businesses in industries such as distribution, manufacturing, and Ecommerce. Key features include product visualization, price quotations, CRM and ERP... Learn more

YourTradeBase is a cloud-based handyman solution designed to help businesses in the construction, plumbing, landscaping, cleaning, HVAC and other sectors streamline processes related to quoting, job scheduling, invoicing, payment... Learn more

Synchroteam is a cloud-based field service management and scheduling solution that caters to businesses of all sizes in field service industry that includes cleaning services, construction, electrical and HVAC. Synchroteam... Learn more

Windward Studios is a reporting and document generation solution that provides a data-powered document creation system for OEM, enterprises and system integrators. The solution offers the ability to edit, personalize and design... Learn more

CloudBlue PSA is a hybrid professional services automation (PSA) solution that helps cloud-based managed service providers and software companies of all sizes to manage their business operations. The solution can be deployed... Learn more

DealHub offers a unified platform that helps businesses generate quotes and contracts, connect with prospects, and access buyer insights. The platform was designed using a revenue amplification approach that helps close the gap... Learn more

GleanQuote is a cloud-based quoting solution, which assists small to large organizations with proposal creation and status tracking. Its key features include signature capture, customizable branding, data synchronization, pricing... Learn more

Finally, a digital sales platform purpose-built for manufacturers that unites CRM, CPQ, and Commerce. Our end-to-end sales software flawlessly aligns your customers’ wants with your production capabilities in ERP to help you... Learn more

Xero is an accounting system designed for small and growing businesses. Xero connects small businesses with their trusted advisors and provides business owners with instant visibility of their financial position. As a web-based... Learn more

Keap (formerly Infusionsoft) is a cloud-based sales and marketing solution that offers customer relationship management (CRM), marketing automation, and e-commerce functionalities in one suite. Keap helps small businesses across... Learn more

ECI Shoptech brings together industry-leading solutions E2 SHOP and JobBOSS to create the next evolution in job shop business management: JobBOSS². Designed specifically for job shops and make-to-order manufacturers, JobBOSS² is... Learn more

mHelpDesk is a field service solution that helps customers automate everything from first customer contact to getting paid. This includes customer management, quoting, dispatching, invoicing, billing and reporting. mHelpDesk... Learn more

Qwilr is a cloud-based sales documentation and request for proposal (RFP) solution. It offers audit trail features, sales and marketing document storage, a content repository and analytics functionalities. Qwilr features a... Learn more

ServiceM8 is a cloud-based field service management solution with landscaping business management capabilities which enables service businesses to schedule, deploy and manage all their field activities from a single solution. Se... Learn more

Proposify is the online proposal software that gives you control and visibility into the most important stage of your sales process. The close. From deal design to sign-off, get the confidence and flexibility to dominate... Learn more

It’s not easy to source the right product, technology or service — and choosing the wrong vendor or supplier is costly. Instead of making things easier, traditional RFPs and other types of RFx (RFI, RFQ and more) complicate the... Learn more

shopVOX is a cloud-based platform for small to large businesses, which helps automate and streamline all processes related to manufacturing of custom products. The centralized platform comes with job boards, which let users... Learn more

Planview Clarizen is an award-winning enterprise work management solution for project portfolio management (PPM) and professional services delivery teams. The solution enables PMOs, EPMOs, PSOs, and ESOs to gain real-time... Learn more

FreeAgent is award-winning online accounting software designed specifically for small businesses, freelancers and their accountants and bookkeepers. Over 100,000 customers use FreeAgent to manage their business accounts – all... Learn more

Workflow Max is a cloud-based workflow and job management solution designed to serve small to midsize service-based businesses. Along with key project management capabilities, the solution provides quote creation, timesheets, job... Learn more

Quotient is a cloud-based configure-price-quote (CPQ) solution that caters to small businesses across various industry verticals and helps users to create, send and manage professional quotes. Key features include contact... Learn more

Megaventory is a cloud-based order and inventory management solution aimed at medium-sized businesses. Its features include order fulfillment, manufacturing management, invoicing and reporting. Megaventory offers comprehensive... Learn more

ServiceBox is an integrated cloud solution for commercial and residential service-based companies such as plumbers, HVAC repairmen, locksmiths, cleaning services and more. Work orders and maintenance management tools allow a... Learn more

Dolibarr ERP & CRM is a cloud-based, open-source enterprise resource planning (ERP) solution. It is suitable for small and midsize enterprises, nonprofit organizations and freelancers. Primary features include sales management,... Learn more

Invoice2go is an accounting management software designed to help independent contractors and small businesses create invoices/estimates, accept clients' payments and generate performance reports. Users can customize invoices by... Learn more

simPRO is a powerful job management software solution created by trade contractors, for trade contractors. If your business struggles with quoting multi-stage projects, managing inventory, communicating with technicians, or any... Learn more

QuoteWerks is a configure, price, quote (CPQ) solution that can be used in any industry for creating sales quotes and proposals. QuoteWerks integrates with customer management solutions like ACT!, ACT! for Web, Autotask,... Learn more

Knowify is a cloud-based construction management solution that is designed for residential contractors and small to midsize commercial subcontractors. It is suitable for trades, including Landscaping, roofing and masonry. Knowif... Learn more

AroFlo is a cloud-based job management solution that helps businesses automate the job management lifecycle. It is suitable for companies of all sizes in industries such as electrical, HVAC, security, construction, data networking... Learn more

KashFlow is a cloud-based accounting solution that caters to businesses of all sizes. Features include invoicing, estimation, credit control, accounting, purchase management, payroll and reporting. Users can create invoices and... Learn more

ECI M1 is a subscription-based enterprise resource planning (ERP) system, available on-premise or via the cloud, that automates financials, inventory, production, sales/quoting and production planning. The solution is suitable... Learn more

EZLynx is an insurance agency management software that streamlines all agency workflows. It provides back-office management features, CRM, and marketing automation tools that help agents strengthen relationships with customers... Learn more

A1 Tracker Contract Management Software is a cloud-based contract management & lifecycle platform. A1 Tracker's features include contract approval workflow, documents, vendors, audits, reminder notifications, templates,... Learn more

1CRM is a cloud-based customer relationship management (CRM) solution that offers businesses features for managing sales, customer service and business operations. 1CRM combines a CRM system with order management feature to... Learn more

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... Learn more

Configure One CPQ is a cloud-based product configurator designed specifically for products that are configurable, customizable or have multiple options. The configurator solution is compatible with both large and small businesses.... Learn more