Quoting Software

Find the best Quoting Software for your business. Compare product reviews and features to build your list.

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Salesforce CPQ delivers automated sales quoting 5 to 10 times faster and easier to deploy than traditional CPQ applications. With out-of-the-box capabilities like Guided Selling and Pricing & Discount Schedules, you can save your sales reps' time while turning around accurate, branded proposals at greater speed all without leaving Salesforce. Streamline the process that affects sales all the way through to revenue recognition all in one place. Learn more about Salesforce CPQ

Salesforce CPQ automates sales quotes enabling companies to configure product, price appropriately, generate quotes, and manage orders. Learn more about Salesforce CPQ

ConnectWise Sell offers IT solution providers of all sizes a cloud-based quoting solution that enables the quote-to-cash process to run smoothly, with key features that help technology businesses quickly generate quotes, follow up on them, and turn them into revenue with ease. Tight integrations with leading CRMs like NetSuite, Salesforce, and ConnectWise, provide end-to-end visibility in to the sale pipeline, from quote and proposal creation to ordering, fulfillment, and billing. Learn more about ConnectWise Sell

Quote & Proposal Automation Anytime, Anywhere designed for IT Solution Providers Learn more about ConnectWise Sell

Housecall Pro is a cloud-based field service management app for service professionals to automate their business processes and workflows. The #1-rated app is an all-in-one business management solution that allows service professionals to run and grow their entire business directly from their smartphone. The platform includes a wide array of features such as job scheduling, dispatch, automatic invoicing, customer text notifications, payment processing, marketing, online booking, and much more! Learn more about HouseCall Pro

All-in-one field service management app with full-feature capabilities to run and grow any size operation. Quoting, payments, more! Learn more about HouseCall Pro

Configure One CPQ (configure, price, quote) software is an industry-leading solution for both large and small companies. It addresses both sales and production configurator needs and its web-based architecture means that customers can deploy it to various groups (customer service, sales, dealers, customers, ...). The configurator optionally can produce sales drawings, virtual 3D images, and more. Integration to ERP/CRM is relatively simple. Learn more about Configure One

Configure One is enterprise quoting and CPQ (configure, price, quote) application. Learn more about Configure One

CIS Configurator

by Complete Information Solutions

CIS Configurator gives you more than just a Configure Price Quote solution (CPQ) allowing your Sales team or customers to obtain accurate quotes with your products that have many options. We give you the tools to embed the logic that is normally kept in someones head there are no limits on what you need to ask to ensure that you create a quote, with an accurate item list. Unlike other systems we take a few hours to train you, so no additional services fees Learn more about CIS Configurator

Online access for Sales, Re-sellers, Dealers and Customers -Generate accurate quotes and orders with a rules based Configurator 24/7 Learn more about CIS Configurator


by Pitch Perfect Proposal Software

Proposify is a simple way to deliver winning proposals. Save over 2 hrs compared to Word, InDesign, or Google Docs. Unlimited access to a gallery of beautiful templates with pre-written copy for a variety of services. All templates are customizable to fit your business & brand voice. We're the proposal tool of choice for salespeople & entrepreneurs because we understand sales. We get the challenges of growing a business. Every feature is designed to get you one step closer to client sign-off. Learn more about Proposify

Streamline your sales process and beautifully designed proposals that close deals faster. Free 14-day trial. Learn more about Proposify

Need to send out accurate proposals that will impress your clients without spending an hour or more on each one? PandaDoc allows you to create new quotes right inside your CRM with a single click, track quote views and signatures once theyre sent, and accept payment via secure credit card transaction fields. Learn more about PandaDoc

Build, track, and eSign your docs all in one place using legally binding online signatures. Learn more about PandaDoc

Powertrak CPQ

by Axonom Powertrak

Powertrak is a guided selling, quoting and ordering solution that enables users to quote, buy, and order products or services via its web-based/on-premise quote configurator. Whether you're in sales or an external partner or customer, Powertrak helps you build simple-to-complex quotes with confidence. Integrate into leading CRM systems, deploy stand-alone, and enriched with mobile extendibility. Leverage Powertrak to design products, build quotes, and configure orders anytime/anywhere. Learn more about Powertrak CPQ

Empower sales, partners and customers to build quotes & configure orders with guided selling or 2D/3D visual configuration software. Learn more about Powertrak CPQ


by Aspire Technologies

QuoteWerks is an affordable turn-key quoting and proposal solution with over 82,000 Users in 101 countries. What sets QuoteWerks apart is its 55+ integrations with CRM (such as ACT!, Autotask, ConnectWise, salesforce, MS CRM, Outlook and more), Accounting (QuickBooks and Sage 50), Distributors (Ingram Micro, Tech Data, Synnex, and more), FedEx/UPS, Leasing, Sales Tax, Dell, Cisco, HP, CDW, and more. Learn more about QuoteWerks

QuoteWerks is an easy-to-use quoting and proposal solution enabling companies of all sizes to streamline their sales process. Learn more about QuoteWerks


by Deversus Software

Create impressive quotes in seconds with Socket, the online quoting software that integrates with your website and CRM software, and lets you accept payments online. Say goodbye to spreadsheets with fully-automated quoting and easily track and manage your quotes with our simple web-based software. Pricing starts at only $59/mo. Request access to the free 7-day trial via our website. No setup fees. Cancel or change plans at any time. Learn more about Socket

Quoting Software for Sales Teams Save time, increase control, and close deals faster with our cloud-based platform. Learn more about Socket

A Forester Wave Leader for CPQ. Configure Price Quote by CallidusCloud does more than automate the quote and proposal process. CPQ provides you with pricing behavior intelligence to help determine pricing trends. See what products are selling most, to whom, when, and at what price. CPQ by CallidusCloud allows you to quickly configure, price, quote, propose, and sell your offerings from any device. Make Money, Faster! Start your free trial today or contact CallidusCloud for more information. Learn more about CallidusCloud CPQ

Product configuration and quote solutions to create instant quotes and close bigger deals. Make more money, faster! Learn more about CallidusCloud CPQ

Save time and win more work by replacing your PDF quotes with interactive and mobile-friendly webpages that plug into your systems and are as easy to build and reuse as they are beautiful. * Powerful WYSIWYG editing * Interactive quoting and rich media embedding tools * Accept button with e-sign and payments * Over 20 Integrations including HubSpot, SalesForce, Slack, Zapier, Xero, Stripe & more * Rich analytics * Advanced security tools * APIs for the mass automation of proposal creation Learn more about Qwilr

Replace PDF quotes with interactive & mobile-friendly webpages that are as easy to build and reuse as they are beautiful Learn more about Qwilr

A single cloud-based platform for all your job management needs; from quotes to timesheets, job tracking and costing to project management and reporting, invoicing, lead management and more. Send reliable (customisable!) estimates and give customers an accurate idea of job costs. Quote based on staff rates, project rates, or time. Keep accurate records, save time with templates and see the status of all your quotes. Turn quotes into jobs with just a few clicks. Learn more about WorkflowMax

A single platform for all your project management needs; from quotes to timesheets, job tracking, and costing, reporting and more. Learn more about WorkflowMax

A1 Tracker

by A1 Enterprise

A1 Tracker is a highly customizable quotation management software with powerful reporting tools. Features include quotation workflow approvals, notifications, alerts, E-Quotes, templates, and more. A1 Tracker works across diverse industries, including construction, manufacturing, government, aerospace, logistics, and insurance. A1 Tracker is offered fully hosted or self hosted with support, data migration, financial accounting software integration, and full training. Learn more about A1 Tracker

New generation quotation management software designed to meet diverse business and sales objectives. Learn more about A1 Tracker

simPRO's business management software is designed for security, plumbing, electrical, data networking, solar & HVAC professionals. Organize and automate your processes to maximize your profitability. With web-based solutions for your office and mobile apps for your employees in the field, simPRO will help you manage your scheduling and dispatching, job costing, time and material tracking, billing, payment processing, and reporting with ease. Learn more about simPRO Group

simPRO is your complete end-to-end field and business management software. Learn more about simPRO Group

Quotient is super-intuitive online quoting software that lets you create, send and manage your quotes. You'll save time and make more money with Quotient. Available 100% securely anywhere on the Mac, Windows and iPhone/iPad. Quotient seamlessly integrates with Zapier, Xero, QuickBooks Online, Insightly, Capsule, Highrise and MailChimp. Learn more about Quotient

Online quoting tool that allows to accept quotes instantly and integrates with Xero and QuickBook Online. Learn more about Quotient

Web-Based Order Management System enables businesses to manage their orders from multiple sources such as eCommerce websites, Phone orders, Email orders in one central location. eJeeva Commerce is a B2B & eCommerce solution for manufacturers, wholesalers, and distributors that need a custom solution for their environment. Real-time inventory, pricing, product catalog, quick order forms, powerful search, custom quotes, returns, refunds, shipping, payment and tax calculation integration & more. Learn more about eJeeva Commerce

B2B & eCommerce Solution with Online Order Management, Quoting, Integrations with ERP & Customizable Website Designs Learn more about eJeeva Commerce

PURCHASING PRINT? MANAGING PRINT? BROKERING PRINT? The P3 System is an easy to use and affordable print management system. Designed by print experts to manage the print sourcing and buying workflow from initial job specification to project delivery including: RFQ's, supplier pricing, price proposals, vendor performance, communication tracking, deadline tracking and more, Also includes pricing analysis, project management and powerful custom reporting. Recognized globally as the best tech! Learn more about P3Software

Save time and money. Easy to use, fully scalable and surprisingly affordable cloud based print sourcing management system. Learn more about P3Software

The Onsight app helps improve sales performance by speeding up the ordering process. Sales reps can use their mobile devices to show new products to customers and to quickly create quotes and orders whilst on the road, even when they are offline. Onsight is a cloud app that is available on iPad's, iPad Mini's, Windows tablets, Android tablets and Android phones. Learn more about Onsight

Onsight helps wholesalers, distributors, and manufacturers to speed up order entry for their outside sales teams. Learn more about Onsight

The #1 rated cloud CPQ platform. Verenia CPQ is the only omnichannel CPQ that brings together CPQ, Self-Service, Sales Portals, and B2B2C eCommerce, all under one platform. Trusted by leading companies like Yamaha Motor Company, Bennington Marine and Rise Broadband, Verenia CPQ has all the power and scalability to support the growth of all businesses. It is the only all-in-one cloud CPQ solution to take your business to the next level. Learn more about Verenia CPQ

Verenia CPQ is the only solution that brings together CPQ, Self-Service, Sales Portals, and B2B2C eCommerce, all under one platform. Learn more about Verenia CPQ

ASC Pricing and Quoting is a web-based solution for configure, price and quote (CPQ) management that specifically focuses on facilitating RFPs, RFIs and RFQs creation and management, sourcing and procurement activities, and collaborative (purchaser and vendor) negotiation. The secure, customizable ASC Pricing and Quoting solution manages the entire bidding process including tender posting, amendment and access, plus response submission, evaluation and award. Learn more about ASC Pricing and Quoting

A configure, price & quote (CPQ) solution that facilitates sales configuration, RFP management, sourcing, procurement & collaboration Learn more about ASC Pricing and Quoting

Instant Quoting & Booking Technology - Customize a Quote Center. Place a snippet of code on your site. Increase sales, decrease costs. Start your free trial now! QuoteFlare turns your website into a sales machine. Offering instant quotes provides site visitors what they are looking for faster than your competition and gives your potential customers easier access to your services than ever before while cutting costs and saving time for you. Highly Customizable. Learn more about QuoteFlare

Provide instant quoting & booking from your website and office. Increase sales. Measure results. 30 day free trial. Learn more about QuoteFlare

Event professionals can finally curate the thousands of pieces that come with every event and be perfectly profitable. From the form on the website to creating insanely accurate quotes to picking up at strike, Curate helps the professional be in complete control. Everything from proposals that consider COGS, to rental management, to merge 12 supplier lists for a single week. It even has drag and drop from Pinterest! Learn more about Event Professional Software

It's time to stop losing money on quotes that are less than accurate and take far too long to create. Learn more about Event Professional Software

Send simple invoices using professional templates, invoice generator, PDF invoices and quotes, online payments, bill organizer, receipt and expense tracking, time tracking, time management and business reporting all rolled up into one easy-to-use app. Create a construction invoice or estimate, business receipt for your side gig or track receipts for your small business, all with Invoice2go. Start your 14-day trial today and get 50% off your first year! Learn more about Invoice2go

Create professional invoices, estimates, packing lists, credit memos, purchase orders and more. Learn more about Invoice2go


by Fergus Software

Fergus smart job management system gives you the financial insight to quote with confidence. Simply group items and save as a Favourite to build quick, repeatable quotes or create a variation of an existing quote. Financial reporting clearly shows where you are losing money and where you can make it, even when a job is still in progress, so you always stay well in the black. With more than 1.3 million jobs booked with Fergus, our visual workflow helps you manage hundreds of jobs on the go. Learn more about Fergus

Smart job management solution for trades businesses designed to grow your business and make job management easy Learn more about Fergus

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