Quoting Software

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

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

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 operations either through a mobile app or a... 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

Help your customers visualize custom products while you close deals faster with CanvasLogic's cloud-based product configurator software. This powerful software allows users to configure complex products in real-time with... 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

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

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

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

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

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

Ignition makes it simple to engage clients, get paid and run your business on autopilot. From impressive online proposals to automated engagement letters and payments, we free you up to focus on what matters most. Ignition is a... 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

Invoice your clients in seconds with the Billdu invoice maker. Create and send professional-looking invoices, estimates, purchase orders, delivery notes, and more in just a few seconds. The Billdu app is extremely easy to use,... Learn more

iQuoteXpress (IQX) is a sales proposal automation solution that reduces the time and costs it takes to make sales quotes by more than half. Used across almost every vertical—tech, real estate, manufacturing, education, and... Learn more

Bit2win configure, price and quote (CPQ) application suite is a modular, fully integrated set of Cloud native software applications that helps Clients supporting products and services configuration, pricing and quoting activities.... Learn more

COVALYZE is easy to use and makes procurement experts more efficient and effective in conducting complex supplier negotiations. No matter if you purchase material or services, COVALYZE is the right tool for you: - you need valid... 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

Flex billing is a Salesforce addon that supports users with CPQ and billing processes. The software offers users the tools to model various types of price schemes such as hierarchies, aggregations, formulas and packages. It also... 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 the app for trade contractors & service businesses, such as plumbing, electrical, HVAC & refrigeration contractors, locksmiths, cleaners & gardeners — any kind of small business which manages jobs & staff in the... Learn more

Proposify is the online proposal software for SMBs 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

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

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

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

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

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

Proposable is a cloud-based proposal management solution for small to medium size businesses that helps users create, track and sign formal proposals. From sending trackable web-based proposals to finalizing deals, the solution... Learn more

Gestionix is an inventory management software designed to help small and midsize businesses manage inventory, billing, accounting and other processes. The platform enables managers to upload and sort product-related data based on... 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

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

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

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

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

AutoQuotes or AQ is a data analytics and quoting solution, which assists businesses in the foodservice and supplies industry with data visualization, configure, price and quote (CPQ) operations, reporting, multi-channel payment... 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

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