Quoting Software

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

What is Quoting Software?

Narrow results by:

Recommended Filters

Pricing Options

Popular Features

Users

Deployment

Why Capterra is free

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

Housecall Pro

by Housecall Pro

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

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

The fastest, easiest, and highest value Quoting Software. Automate everything from customer estimates to getting paid. Learn more about mHelpDesk

seProposals

by salesElement

seProposals is THE easy-to-use proposal and quoting platform. Your sales people can create visually stunning proposals quickly. You can lock down information they are not permitted to edit--ensuring text approved by legal doesn't get altered, while fostering collaboration on content that speaks to prospects. Sales and marketing staff create the proposals on-the-fly--with as much flexibility or restraint as you allow. seProposals is highly customizable and integrated with leading CRM solutions Learn more about seProposals

Easy-to-use Proposal AND Quoting platform. Let your sales people create visually stunning PDFs--FAST. Create proposals anywhere. Learn more about seProposals

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

Tacton's manufacturing software solutions connect customer with product and factory for smarter business. By putting customers at the heart of the process, we enable better sales and more efficient operations. We go beyond CPQ - letting your customers build relationships with their clients, not just products. Learn more at www.tacton.com Learn more about Tacton CPQ

Tacton's manufacturing software solutions connect customer with product and factory for smarter business. Learn more about Tacton CPQ

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

Configure One

by Configure One

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

Proposify

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

Quoter

by Quoter Software

Quoter is a modern, cloud-based quoting platform that helps MSPs, VARs, and ISVs save time, eliminate mistakes, and get paid faster. Our simple template-based system automates the Configure, Price, Quote (CPQ) process so your reps can fire off beautiful quotes in seconds. Seamlessly integrates with PSAs (ConnectWise, Autotask, and Kaseya), CRMs (e.g. Salesforce, Hubspot, etc.), Distributors (e.g. Ingram Micro, Tech Data, and others), and Accounting Tools (e.g. Xero, Quickbooks Online, and more). Learn more about Quoter

Save time, eliminate mistakes, and get paid faster with Quoter, the cloud-based quoting platform. Learn more about Quoter

ResponsiBid

by Symphosize

ResponsiBid automates your proposal building process, all customer follow-up (email, sms, and more), as well as allows your customers to get accurate pricing and intelligently schedule themselves on your website! You can connect ResponsiBid to CRMs like Jobber, The Customer Factor, and Service Monster as well as using Zapier or Google Calendar. ResponsiBid is the selling software that connects to what you're already using. Learn more about ResponsiBid

A quoting and automation tool for window cleaning, pressure washing, roof cleaning, carpet cleaning, and maid service companies. Learn more about ResponsiBid

QuoteWerks

by Aspire Technologies

QuoteWerks is an affordable turn-key quoting and proposal solution with over 84,000 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

QuoteBooks

by Atlatl Software

Our manufacturing specific CPQ and Visual Configurator are empowering the highest performing manufacturers to sell faster and more efficiently. Quickly create 3D configurations based on your specific engineering rules. Produce engineering and installation drawings of your products and view them in Augmented Reality as you configure them. Instantly generate professional quotes with your specific pricing. Efficiently manage your sales pipeline from lead to close, all on your mobile device. Learn more about QuoteBooks

ATLATL Software is the only 3D visual product configurator built for manufacturers by manufacturers. Learn more about QuoteBooks

Ascend

by Mindbox Studios

Ascend enables teams to get quotes out faster, saving your company time and money and improving the confidence of every project. Collaborate on estimates with your team in real-time and send and file proposals through your favorite third-party tool without leaving Ascend. Learn more about Ascend

Ascend enables teams to get quotes out faster, saving your company time and money and improving the confidence of every project. Learn more about Ascend

Qwilr is reimagining the way you communicate with your clients. We help you make beautiful, intuitive sales and marketing documents that look impressive and integrate seamlessly with your business. Enjoy the following features to create proposals, quotes, reports and much more; interactive pricing tools, team collaboration, brand rules, in-built accept, e-sign and payments, rich analytics, advanced security, powerful integrations, and APIs for the mass automation of proposals. Learn more about Qwilr

Qwilr helps you make beautiful, intuitive sales and marketing documents that look impressive and integrate with your business. Learn more about Qwilr

Verenia is a configure price quote (CPQ), and ecommerce solution for companies in all industries, both medium and enterprise. It provides error-free quoting for simple and complex configurations, manages pricing levels and discounts, reduces sales cycle time, and modernizes the selling process. Verenia save companies thousands in front office costs by streamlining their order entry processes. Trusted by companies like Yamaha Motors, Bennington Marine, Yates and RenewAire. Learn more about Verenia CPQ

The easiest to use omnichannel solution that brings together configure price quote (CPQ), ecommerce and complete sales enablement. Learn more about Verenia CPQ

DealHub

by DealHub.io

Are lengthy quote times eroding buyer interest? Reduce time-to-quote with the DealHub award-winning quoting software. DealHub's highly intuitive quoting solution minimizes administrative tasks and streamlines sales operations to reduce the sales cycle and increase revenue. DealHub operates natively within Salesforce and Microsoft Dynamics CRM. Learn more about DealHub

Are lengthy quote times eroding buyer interest? Reduce time-to-quote with DealHub's award-winning Quoting (CPQ) software. Learn more about DealHub

ConnectWise Sell offers IT solution providers of all sizes a cloud-based quoting solution that enables the quote-to-cash process to run smoothly. Key features 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 Manage provide end-to-end visibility into the sales 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

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

Bitrix24 #1 free CRM with built in quotes and invoices. Unlimited quotes and invoices 100% free. 4 million clients worldwide. Learn more about Bitrix24

Jobber

by Jobber Software

Make your small business look bigger with Jobber's software. Jobber helps thousands improve and grow their home service business. No matter where you are, quote, schedule and invoice jobs; optimize routes, track and dispatch teams; alert and communicate with clients; and automatically sync with your accounting software - all in one place. You'll get paid faster, and look and feel more professional than ever. Plus, Jobber's free dedicated support will help you every step of the way. Learn more about Jobber

Make your small business look bigger with plans starting $19/mo. Jobber helps businesses quote, schedule, invoice, and get paid faster. Learn more about Jobber

P3Software

by P3 Software

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

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

SeoToaster CRM is ideal for any website-centric organization or campaign, as it ships with its own mobile friendly landing pages builder, full blown Content Management System, and web store supporting digital downloads. Track ad campaigns effectiveness, behaviors across sites, downloads, chat conversations, phone calls, open emails & attachments, store amounts transactions, and more. Ships with workflows, drip campaign etc.. Enroll for a free trial or ask for a demo from our site now. Learn more about SeoToaster CRM

SeoToaster CRM features a mobile-friendly landing pages builder, full blown content management system, and web store in one product. Learn more about SeoToaster CRM

Blendzi

by eJeeva

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. eSeller is a B2B & eCommerce solution for companies that need a custom solution for their environment. Integration with marketplaces like Amazon, eBay and others. Integration with accounting systems like Quickbooks and other ERP's. All you need for your business; easily manage your sales orders in an inexpensive way! Learn more about Blendzi

B2B & B2C eCommerce Solution with Online Order Management, Integrations with Marketplaces like Amazon, eBay and several others. Learn more about Blendzi

Maintain details of all the products you sell. Create comprehensive quotes for customers with personalized images, notes, and product references. Customize this app for the web, Android, iPhone, and iPad. Try for free! Learn more about Zoho Creator

Zoho Creator is a low-code app development platform that lets you launch custom, mobile-ready apps on your own. Learn more about Zoho Creator

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

Plexus

by Plexus Software

Your company needs streamlined processes for quoting. We at Plexus know how important quoting is for a growing service company. We will work with you to improve your quoting and other business processes and give your team the right software tools to serve your clients better. Our team of business consultants will craft the software to make it easy to maintain your processes. Learn more about how Plexus can help your company grow today! Learn more about Plexus

Improve your team's ability to quote and serve your clients better, with Plexus. Join a Free Demo today! Learn more about Plexus

Cincom CPQ

by Cincom Systems

Cincom CPQ provides a platform for quote collaboration and sharing functionality and reduces time-to-quote, while eliminating errors and improving accuracy. Mobile-friendly, mobile-responsive functionality lets sales reps assist customers in the office, on the road or even on-site. Providing relevant recommendations, guided selling features assist sales reps and help customers configure the right products tailored to their specific needs. Learn more about Cincom CPQ

Accelerate sales cycles with streamlined quoting and order capturing, including mobile functionality. Learn more about Cincom CPQ

Quotient

by Quotient

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

HarmonyPSA

by Harmony Business Systems

HarmonyPSA supports the entire business lifecycle, from lead generation to contract renewal. It is designed and built specifically for software and services businesses, automating business functions in a single platform, available from the cloud on any device. Learn more about HarmonyPSA

The next generation of PSA tool. Complete professional services automation package for software and services businesses. Learn more about HarmonyPSA

Open Source set of integrated business apps for CRM, POS, Website, eCommerce, Sales, Accounting, Warehouse, HR, Project, and Marketing. Learn more about Odoo

Open Source set of integrated business apps for CRM, POS, Website, eCommerce, Sales, Accounting, Warehouse, HR, Project, and Marketing. Learn more about Odoo

Cloud based custom manufacturing solution with quoting, business intelligence, employee management, and more. Learn more about shopVOX

Cloud based custom manufacturing solution with quoting, business intelligence, employee management, and more. Learn more about shopVOX

Proposable

by Proposable

Proposable empowers your company to create, deliver and track your quotes without the headaches. Learn more about Proposable

Proposable empowers your company to create, deliver and track your quotes without the headaches. Learn more about Proposable

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

Invoice2go

by Invoice2go

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

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

Sofon Guided Solutions

by Sofon Guided Solutions

Sofon helps sales employees to easily and quickly translate customer requirements into error-free professional proposals and quotations Learn more about Sofon Guided Solutions

Sofon helps sales employees to easily and quickly translate customer requirements into error-free professional proposals and quotations Learn more about Sofon Guided Solutions

Applied Rater

by Applied Systems

Real-Time personal lines rater, supports over 500 carriers nationally, 100% accurate, saves agents up to 85% of their quoting time. Learn more about Applied Rater

Real-Time personal lines rater, supports over 500 carriers nationally, 100% accurate, saves agents up to 85% of their quoting time. Learn more about Applied Rater

Leading insurance software single platform solutions including the cloud-based EZLynx Rating Engine and EZLynx Management System. Learn more about EZLynx

Leading insurance software single platform solutions including the cloud-based EZLynx Rating Engine and EZLynx Management System. Learn more about EZLynx

Provides lead management, sales estimating and quote & sign with customers from the initial contact to the end contract. Learn more about WeSuite

Provides lead management, sales estimating and quote & sign with customers from the initial contact to the end contract. Learn more about WeSuite

Apttus CPQ is designed to help companies configure, price and quote deals accurately, quickly, and easily. Learn more about Apttus CPQ

Apttus CPQ is designed to help companies configure, price and quote deals accurately, quickly, and easily. Learn more about Apttus CPQ

Mosspaper

by Mosspaper

Mobile friendly solution to create, sign, track, and accept quotes & contracts anywhere. Learn more about Mosspaper

Mobile friendly solution to create, sign, track, and accept quotes & contracts anywhere. Learn more about Mosspaper

Clarity Software

by Clarity Software

Clarity is a powerful CRM, MIS, quoting, production, stock, deliveries and invoicing engine, all rolled into one easy-to-use system. Learn more about Clarity Software

Clarity is a powerful CRM, MIS, quoting, production, stock, deliveries and invoicing engine, all rolled into one easy-to-use system. Learn more about Clarity Software

ChannelOnline

by CNET Content Solutions

Online business-automation tool for VARs and MSP. Manage quoting, procurement, and e-commerce store all from one application. Learn more about ChannelOnline

Online business-automation tool for VARs and MSP. Manage quoting, procurement, and e-commerce store all from one application. Learn more about ChannelOnline

Cost Estimating, quoting and process planning software for manufacturers who make or buy parts. Learn more about Costimator Cost Estimating Software

Cost Estimating, quoting and process planning software for manufacturers who make or buy parts. Learn more about Costimator Cost Estimating Software

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

MultiRoute

by MultiSystems

MultiRoute is an application meant for mobile sales teams that need to provide quotes and invoices while at the customer's facilities. Learn more about MultiRoute

MultiRoute is an application meant for mobile sales teams that need to provide quotes and invoices while at the customer's facilities. Learn more about MultiRoute

Onsight

by Onsight

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

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

Oracle CPQ Cloud is the only proven CPQ cloud solution for Midsize, Enterprise and fast growing organizations. Learn more about Oracle CPQ Cloud

Oracle CPQ Cloud is the only proven CPQ cloud solution for Midsize, Enterprise and fast growing organizations. Learn more about Oracle CPQ Cloud

QuoteFlare

by QuoteFlare

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

InterAcct

by InterAcct Software

A modular database system with marketing, CRM, quoting, accounting, scheduling, performance analysis, purchasing, stock control, etc. Learn more about InterAcct

A modular database system with marketing, CRM, quoting, accounting, scheduling, performance analysis, purchasing, stock control, etc. Learn more about InterAcct

ConvertCalculator

by ConvertCalculator

Boost sales and engagement. Reduce hassle. Learn more about ConvertCalculator

Boost sales and engagement. Reduce hassle. Learn more about ConvertCalculator

Quote and Order Automation Solutions for ERP and CRM Systems. Learn more about Experlogix CPQ

Quote and Order Automation Solutions for ERP and CRM Systems. Learn more about Experlogix CPQ

Fulfilli

by Fulfilli

Quoting software for digital agencies that lets you create simple, beautiful and powerful price quotes in minutes. Learn more about Fulfilli

Quoting software for digital agencies that lets you create simple, beautiful and powerful price quotes in minutes. Learn more about Fulfilli

FF&EZ

by FF&EZ Software

Furniture, fixture, and equipment quoting and specification presentation tool for interior designers and architects. Learn more about FF&EZ

Furniture, fixture, and equipment quoting and specification presentation tool for interior designers and architects. Learn more about FF&EZ

Online QUOTING Software focused on making you a PROFIT by calculating your gross profit margin. Learn more about Quote2Profit

Online QUOTING Software focused on making you a PROFIT by calculating your gross profit margin. Learn more about Quote2Profit

ITQuoter online quoting tool can handle simple to complex special bids. Features include automated price feeds and quote creation. Learn more about ITQuoter

ITQuoter online quoting tool can handle simple to complex special bids. Features include automated price feeds and quote creation. Learn more about ITQuoter

QwikQuote

by QuikQuote

Quoting and invoice software that reduces your quote process into three steps and integrates with your existing system. Learn more about QwikQuote

Quoting and invoice software that reduces your quote process into three steps and integrates with your existing system. Learn more about QwikQuote

Vendavo CPQ helps companies sell more of their products and services with features like configuration, proposals, portals, and quoting. Learn more about Vendavo CPQ Cloud

Vendavo CPQ helps companies sell more of their products and services with features like configuration, proposals, portals, and quoting. Learn more about Vendavo CPQ Cloud

FPX is enterprise CPQ for B2B buyers and sellers. Learn more about FPX CPQ

FPX is enterprise CPQ for B2B buyers and sellers. Learn more about FPX CPQ

Get to 'yes' faster with professional quotes that clients can accept with the touch of a button Learn more about Keap

Get to 'yes' faster with professional quotes that clients can accept with the touch of a button Learn more about Keap

Data-driven Configure, Price, Quote (CPQ) with price guidance to maximize revenue and margin performance. Learn more about PROS Smart CPQ

Data-driven Configure, Price, Quote (CPQ) with price guidance to maximize revenue and margin performance. Learn more about PROS Smart CPQ

Quotefx

by Quotefx

Cloud-based platform that helps your purchasing department automate their quoting processes. Learn more about Quotefx

Cloud-based platform that helps your purchasing department automate their quoting processes. Learn more about Quotefx

PEP Technology

by PEP Technology

PEP Technology ERP/CAD/CAM Software is designed to automate the programing of laser, plasma, flame, waterjet and punching processes. Learn more about PEP Technology

PEP Technology ERP/CAD/CAM Software is designed to automate the programing of laser, plasma, flame, waterjet and punching processes. Learn more about PEP Technology

Bid Monster

by Bid Monster

Configure Price Quote. Simple CRM with lots of added features that can help you close more sales and build better relationships. Learn more about Bid Monster

Configure Price Quote. Simple CRM with lots of added features that can help you close more sales and build better relationships. Learn more about Bid Monster

Qg+

by Quote Generator Plus

24/7 direct access to sales quote, sales order information via internet Learn more about Qg+

24/7 direct access to sales quote, sales order information via internet Learn more about Qg+

RFP Engine

by WMS Technology Solutions

Collaborative platform for quote management for buyer & supplier side. Assessments, pricing, vendor management, contract execution. Learn more about RFP Engine

Collaborative platform for quote management for buyer & supplier side. Assessments, pricing, vendor management, contract execution. Learn more about RFP Engine

Solidify

by Solidify

Configure-Price-Quote solution that helps manufacturers succeed in today's competitive environment. Learn more about Solidify

Configure-Price-Quote solution that helps manufacturers succeed in today's competitive environment. Learn more about Solidify

Zimit is the leading cloud based CPQ (configure price quote) solution for the enterprise services industry. Learn more about Zimit

Zimit is the leading cloud based CPQ (configure price quote) solution for the enterprise services industry. Learn more about Zimit

Signature-IT CPQ

by Signature-IT

Enterprise level CONFIGURE, PRICE, and QUOTE platform. Accurately and swiftly configure complex products. Request a free demo today. Learn more about Signature-IT CPQ

Enterprise level CONFIGURE, PRICE, and QUOTE platform. Accurately and swiftly configure complex products. Request a free demo today. Learn more about Signature-IT CPQ

CenterPoint

by WTS Paradigm

Quoting and ordering automation for building products industry. Learn more about CenterPoint

Quoting and ordering automation for building products industry. Learn more about CenterPoint

Routzy

by Coalesce Software

The sales app Routzy is the ultimate tool for traveling sales professionals. Draw up quotes in record time. Get organized today! Learn more about Routzy

The sales app Routzy is the ultimate tool for traveling sales professionals. Draw up quotes in record time. Get organized today! Learn more about Routzy

Aura

by Verenia

Cloud-based, streamlined quoting system. Integrates to any Accounting/ERP/CRM platform. Features pricelists, item validation, & more. Learn more about Aura

Cloud-based, streamlined quoting system. Integrates to any Accounting/ERP/CRM platform. Features pricelists, item validation, & more. Learn more about Aura

AutoQuotes

by AutoQuotes

CPQ software that comes with an online catalog that can be searched to find the right product and price instantly. Learn more about AutoQuotes

CPQ software that comes with an online catalog that can be searched to find the right product and price instantly. Learn more about AutoQuotes

CargoSoft ECM is a rate management software that helps to create reliable quote and contract structures. Learn more about CargoSoft ECM

CargoSoft ECM is a rate management software that helps to create reliable quote and contract structures. Learn more about CargoSoft ECM

Cart2Quote

by Cart2Quote

Magento RFQ Learn more about Cart2Quote

Magento RFQ Learn more about Cart2Quote

Software for the IT Channel Worldwide. Specialising in Configure, Price, Quote Configuration and smart Product Finders. Learn more about channelcentral CPQ Software

Software for the IT Channel Worldwide. Specialising in Configure, Price, Quote Configuration and smart Product Finders. Learn more about channelcentral CPQ Software

COOL FUSION

by Wright Williams & Kelly

A cost effective product configurator for sales force productivity improvement. Learn more about COOL FUSION

A cost effective product configurator for sales force productivity improvement. Learn more about COOL FUSION

Datamoto

by Datamoto

Cloud-based inventory and order management firm that helps with order fulfillment, invoicing, quote generation and parts sourcing. Learn more about Datamoto

Cloud-based inventory and order management firm that helps with order fulfillment, invoicing, quote generation and parts sourcing. Learn more about Datamoto

DigiFabster

by DigiFabster

Quote Automation Solution for Job Shop Manufacturers. Learn more about DigiFabster

Quote Automation Solution for Job Shop Manufacturers. Learn more about DigiFabster

DRIVE Price Builder CPQ is the most configurable application platform to improve quoting profitability through strategic guidance. Learn more about DRIVE Price Builder CPQ

DRIVE Price Builder CPQ is the most configurable application platform to improve quoting profitability through strategic guidance. Learn more about DRIVE Price Builder CPQ

EchoQuote

by LeadLifter

Self-service SaaS tool that encourages prospects to request a quote directly from your website. Learn more about EchoQuote

Self-service SaaS tool that encourages prospects to request a quote directly from your website. Learn more about EchoQuote

EngQuote

by Domex Technical Information

Specialized software exclusively developed to create, revise/modify, monitor, submit and track quotes. Learn more about EngQuote

Specialized software exclusively developed to create, revise/modify, monitor, submit and track quotes. Learn more about EngQuote

ESTIM

by Computerized Engineering Services

A leading package for production of Estimates and Quotations in the Engineering Industry. Learn more about ESTIM

A leading package for production of Estimates and Quotations in the Engineering Industry. Learn more about ESTIM

Fast Accurate Bids

by Fast Accurate Bids

Fast Accurate Bids provides easy-to-use Windows software for generating screen printing and embroidery bids in less than two minutes ea Learn more about Fast Accurate Bids

Fast Accurate Bids provides easy-to-use Windows software for generating screen printing and embroidery bids in less than two minutes ea Learn more about Fast Accurate Bids

Feedback Contract Manager

by Feedback Processi Logici

EMEA Life Science tendering solution with a modular structure that scales from local operations to global corporations. Learn more about Feedback Contract Manager

EMEA Life Science tendering solution with a modular structure that scales from local operations to global corporations. Learn more about Feedback Contract Manager

Freightalia

by FREIGHTALIA

Automatic quoting system created for freight forwarders that is fully adaptable to your clientele, country, and service needs. Learn more about Freightalia

Automatic quoting system created for freight forwarders that is fully adaptable to your clientele, country, and service needs. Learn more about Freightalia

Prepare quotes, proposals and invoices with a short learning curve, track customer payments and send statements. Learn more about Instant Invoice n Cashbook 10

Prepare quotes, proposals and invoices with a short learning curve, track customer payments and send statements. Learn more about Instant Invoice n Cashbook 10

InstaQuote

by VARStreet

Automate your quoting process with VARStreet Sales Quoting software which will enable you to accurately create quotes in minutes. Learn more about InstaQuote

Automate your quoting process with VARStreet Sales Quoting software which will enable you to accurately create quotes in minutes. Learn more about InstaQuote

ISQuote

by Interep Systems

Job Tracking & Quoting Software designed specifically for the Manufacturer's Representative industry. Learn more about ISQuote

Job Tracking & Quoting Software designed specifically for the Manufacturer's Representative industry. Learn more about ISQuote

Jetbuilt

by Jetbuilt

AV installation solution software that helps with estimating and generation of proposals. Learn more about Jetbuilt

AV installation solution software that helps with estimating and generation of proposals. Learn more about Jetbuilt

Smoothly manage the complete solar project life cycle, from lead generation through quoting, project management, and installation. Learn more about Jigawatt Solar Tech

Smoothly manage the complete solar project life cycle, from lead generation through quoting, project management, and installation. Learn more about Jigawatt Solar Tech

Kugamon

by Kugamon

Quoting solution native to the Force.com platform. Streamline your quote to cash efforts. Learn more about Kugamon

Quoting solution native to the Force.com platform. Streamline your quote to cash efforts. Learn more about Kugamon

MasterStream

by Salestream Software

Sales and back office automation for telecom providers, resellers, and agents. Instant quote and proposal generation. Learn more about MasterStream

Sales and back office automation for telecom providers, resellers, and agents. Instant quote and proposal generation. Learn more about MasterStream

Mirabelle

by Plus Web Agency

Software solution that combines every part of a small business which includes invoices, calendars, online payments, and signatures. Learn more about Mirabelle

Software solution that combines every part of a small business which includes invoices, calendars, online payments, and signatures. Learn more about Mirabelle

Configuration, pricing, quoting (CPQ) software built on the Salesforce Platform that automates and accelerates the quoting process. Learn more about Model N CPQ

Configuration, pricing, quoting (CPQ) software built on the Salesforce Platform that automates and accelerates the quoting process. Learn more about Model N CPQ

NM Quote

by Netmaking

Flexible web based quotation software that lets your team efficiently produce, amend, send and track complex quotations and estimates. Learn more about NM Quote

Flexible web based quotation software that lets your team efficiently produce, amend, send and track complex quotations and estimates. Learn more about NM Quote

Offeris

by Offeris

Sales quoting and proposal solution for creating price quotes, orders, and invoices online. Learn more about Offeris

Sales quoting and proposal solution for creating price quotes, orders, and invoices online. Learn more about Offeris

Allows you to create online-based web quotes and proposals in a matter of minutes. Create different styles and layouts. Learn more about Online Proposal Software

Allows you to create online-based web quotes and proposals in a matter of minutes. Create different styles and layouts. Learn more about Online Proposal Software

Peppercan

by Safecoms Network Security Consulting

An online CRM system that automates quote approval process, provides user access control, and keeps all customer contacts in SQL DB Learn more about Peppercan

An online CRM system that automates quote approval process, provides user access control, and keeps all customer contacts in SQL DB Learn more about Peppercan

Estimating software provides all the tools you need to get an accurate and timely bids. Learn more about PriceGuide

Estimating software provides all the tools you need to get an accurate and timely bids. Learn more about PriceGuide

ProQuote

by IMPAC Systems

Price List and Sales Quotation Management solution to help companies streamline their sales quotation & estimating process. Learn more about ProQuote

Price List and Sales Quotation Management solution to help companies streamline their sales quotation & estimating process. Learn more about ProQuote

PS-Quote

by PlastiSoft

Quoting software with stock and custom product specification options for flexible packaging manufactures. Learn more about PS-Quote

Quoting software with stock and custom product specification options for flexible packaging manufactures. Learn more about PS-Quote

An open source, web-based application which allows a company to create, submit ,and track quotes & invoices, with document management. Learn more about Quotation Management System

An open source, web-based application which allows a company to create, submit ,and track quotes & invoices, with document management. Learn more about Quotation Management System

Quote-it!

by Ora Technology

Organizes the quote process using a project management methodology to increase management visibility. Learn more about Quote-it!

Organizes the quote process using a project management methodology to increase management visibility. Learn more about Quote-it!

QuoteBase

by Saphran Solutions

A tool that helps automotive suppliers calculate manufacturing costs, manage change requests, and create quotes for projects. Learn more about QuoteBase

A tool that helps automotive suppliers calculate manufacturing costs, manage change requests, and create quotes for projects. Learn more about QuoteBase

QuoteBee.io

by QuoteBee.io

Create and send accurate quotes and proposals for online acceptance from right inside Google Docs. Learn more about QuoteBee.io

Create and send accurate quotes and proposals for online acceptance from right inside Google Docs. Learn more about QuoteBee.io

QuoteCAM

by CIM Solutions

QuoteCam has been called the worlds best quoting and estimating system for Estimating and Quoting of Machined Parts. Learn more about QuoteCAM

QuoteCam has been called the worlds best quoting and estimating system for Estimating and Quoting of Machined Parts. Learn more about QuoteCAM

QuoteMate

by Spearhead Software

Quoting software for contractors that recalls and reuses past quotes as a time saving option. Learn more about QuoteMate

Quoting software for contractors that recalls and reuses past quotes as a time saving option. Learn more about QuoteMate

Quote and proposal creation software with instant access to past line items and an option to send proposals via email of PDF. Learn more about QuoteRobot.com

Quote and proposal creation software with instant access to past line items and an option to send proposals via email of PDF. Learn more about QuoteRobot.com

QuoteWin

by PolyDyne Software

Software tool developed to meet the unique quoting needs of contract electronic manufacturers. Learn more about QuoteWin

Software tool developed to meet the unique quoting needs of contract electronic manufacturers. Learn more about QuoteWin

Quoting

by Nirvaha

Solution for Sales and Finance teams to be connected, from creating quotes and billings to calculating and tracking commissions. Learn more about Quoting

Solution for Sales and Finance teams to be connected, from creating quotes and billings to calculating and tracking commissions. Learn more about Quoting

Quotingly

by Quotingly

Quotingly is an online quoting solution for projects you are managing. Prepare your proposals in half the time. Guaranteed. Learn more about Quotingly

Quotingly is an online quoting solution for projects you are managing. Prepare your proposals in half the time. Guaranteed. Learn more about Quotingly

Quotix

by Pixel Fix

Offers a wide range of features including Quotes, Invoices, Leads, Inventory control and Expense tracking. Learn more about Quotix

Offers a wide range of features including Quotes, Invoices, Leads, Inventory control and Expense tracking. Learn more about Quotix

Reelquotes

by Reelquotes

Quotation and estimating platform that enables the creation of professional quotations through electronic signature and PDF export. Learn more about Reelquotes

Quotation and estimating platform that enables the creation of professional quotations through electronic signature and PDF export. Learn more about Reelquotes

Salesninja

by Salesninja

iPad and cloud based enterprise sales order taking configurator system for manufacturers who have distributors selling. Learn more about Salesninja

iPad and cloud based enterprise sales order taking configurator system for manufacturers who have distributors selling. Learn more about Salesninja

Sbison

by Soulfx Technologies

Makes it easy to keep track of quote details, track billable time and build business intelligence. Learn more about Sbison

Makes it easy to keep track of quote details, track billable time and build business intelligence. Learn more about Sbison

SeaTouch Zero Labour

by Ridium Technologies

Seafood industry distributor, importer, and processor quoting system that allows for quote customiation and email distribution. Learn more about SeaTouch Zero Labour

Seafood industry distributor, importer, and processor quoting system that allows for quote customiation and email distribution. Learn more about SeaTouch Zero Labour

SEER-SEM

by Galorath

Knowledge-based estimation tool that provides project planning and evaluation through training, consulting, and support. Learn more about SEER-SEM

Knowledge-based estimation tool that provides project planning and evaluation through training, consulting, and support. Learn more about SEER-SEM

SimpleQuoter

by SimpleQuoter

SimpleQuoter enables you to produce sales estimates, send them to your clients, and keep track of discussions Learn more about SimpleQuoter

SimpleQuoter enables you to produce sales estimates, send them to your clients, and keep track of discussions Learn more about SimpleQuoter

TEQuote

by Spokane Computer

Truck manufacturing industry quoting solution with the capacity to transfer quoting data into accounting system. Learn more about TEQuote

Truck manufacturing industry quoting solution with the capacity to transfer quoting data into accounting system. Learn more about TEQuote

ToolQuote

by JDL Technical Services

Cost Estimating software for toolmakers and tool buyers. Learn more about ToolQuote

Cost Estimating software for toolmakers and tool buyers. Learn more about ToolQuote

Topaz

by Eurosoft

Quoting and estimating tool for countertop manufacturers integrated with CNC machine linking and CAD drawing. Learn more about Topaz

Quoting and estimating tool for countertop manufacturers integrated with CNC machine linking and CAD drawing. Learn more about Topaz

VARCommerce

by VARCommerce

Quoting and productivity tool for VARs in any industry. Solutions for storefronts, government contracts and more. Learn more about VARCommerce

Quoting and productivity tool for VARs in any industry. Solutions for storefronts, government contracts and more. Learn more about VARCommerce

WebRate

by IBQ Systems

An online quoting tool for insurance agencies that integrates with your website and provides client information for every quote. Learn more about WebRate

An online quoting tool for insurance agencies that integrates with your website and provides client information for every quote. Learn more about WebRate

Track and manage sales cycle from initial inquiry through quote and order. Learn more about WrightTools

Track and manage sales cycle from initial inquiry through quote and order. Learn more about WrightTools

Deal Manager is an easy-to-use tool that automates the Deal Desk and creates collaboration between Sales and Pricing. Learn more about Zilliant Deal Manager

Deal Manager is an easy-to-use tool that automates the Deal Desk and creates collaboration between Sales and Pricing. Learn more about Zilliant Deal Manager

Filter Results (126)

Product Rating

Users

Deployment

Features


What is Quoting Software?

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


Quoting Software Buyers' Guide

1. 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 software tools directly integrate with accounting tools, enabling the automatic conversion of price quotes to invoices.


2. 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 software 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 software 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.

3. Typical features of quoting software

  • 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.

4. The cost of quoting software

Most products in the market are priced on a "per user, per month" basis, and can be divided into three pricing tiers based on their starting price:

Price ranges*:

  • $0 - $16
  • $16 - $39
  • $39+

*The pricing included in this list is for the entry-level/lowest priced offering found on vendor websites on November 5, 2018. These ranges correspond to the 25th, 75th, and 100th percentiles of pricing information gathered from vendor websites of sample products.

The above list summarizes pricing for the base plans of most products. An enterprise or premium product that is priced higher often includes additional features such as automated quoting, discount management, pricing management, email tracking, and reporting. 


5. Considerations when purchasing quoting software

  • Integration with other solutions: Bid professionals need quoting software that can seamlessly integrate with their existing software and tech tools to accurately predict costs and generate quotes accordingly. Quoting software 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 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.

Sources

Products evaluated for pricing calculation were taken from Capterra's product catalog (sorted by "most reviewed"). The pricing ranges exclude freemium versions of these products. The features were identified based on their relevance and the percentage of products in Capterra's database that offer them. 

The following sources were used for this document:

  1. Top 5 Tech Trends for Small Business, Capterra (Date accessed: November 6, 2018) 
  2. Quoting Software Directory, Capterra (Date accessed: January 8, 2019)
Loading...
Back to Top

Need something else?


Related Categories