# Best Quoting Software 2026 | Capterra > Find the top Quoting software of 2026 on Capterra. Based on millions of verified user reviews - compare and filter for whats important to you to find the best tools for your needs. Source: https://www.capterra.com/quoting-software/ --- # Best Quoting Software Last updated on July 23, 2026 How to find the right Quoting Software? Learn more from our team about Quoting Software pricing features and benefits in our Quoting Buyers Guide Verified Insights Provider data verified by our Software Research team and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) ## What is quoting software and how do I choose the right one? Researched by: [Capterra](https://www.capterra.com/resources/author/capterra/) Updated on July 23, 2026 Quoting software simplifies the process of creating, sending, and managing price quotes and estimates for products or services to potential clients and customers. Sales leaders, project managers, and contractors use quoting software to share price quotes for their products and services. Quoting software is priced on a "per month" basis. Their entry-level pricing plan ranges from **$15 to $249+ per month**\*. An enterprise quoting solution priced higher may include additional features such as an activity dashboard, calendar management, client portal, and workflow management. When acquiring this type of tool, in addition to evaluating price and integration capabilities, users should also ask vendors the following questions: _Does the software have multi-language and multi-currency support?_ _What is the quality of reporting analytics?_ _Does the tool have a steep learning curve?_ For more information consult our [Quoting Buyers Guide](#buyers-guide-content) ## Jobber Rating: 4.6 out of 5 (1,467 reviews) Profile: [Jobber](https://www.capterra.com/p/127994/Jobber/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Join over 250K home service pros using Jobber. Organize your business, win more jobs, and get paid 4X faster. Get started today. #### Rating breakdown - Ease of Use: 4.6 out of 5 - Customer Service: 4.6 out of 5 - Features: 4.3 out of 5 - Value for Money: 4.4 out of 5 #### Pros and cons based on reviews Pros: - Integrated scheduling and billing tools - Centralized business organization Cons: - Frequent glitches and slowdowns - Limited and basic reporting options #### Starting price Starting price: $39.00 Pricing details: Flat Rate, Per Month Free trial: Yes Free demo: No ### Features tab #### Highest rated features - Calendar Management: 4.6 rating - Quotes/Estimates: 4.7 rating - Billing & Invoicing: 4.6 rating - Electronic Payments: 4.6 rating #### Lowest rated features - Pricing and Cost Calculations: 2.0 rating - API: 3.8 rating - Pricing Management: 3.4 rating - Third-Party Integrations: 4.3 rating #### Feature-related review snippet Reviewer: Clover H. Reviewer details: Consumer Services, Self-employed Published: July 29, 2025 > "I’ve been using it for years now, and one of the things I’ve always appreciated is how seamless and user-friendly the platform is." ### Gallery tab Ease of use: 4.6 out of 5 (1,467 reviews) #### Related review snippet Reviewer: Lorin D. Reviewer details: Consumer Services, 1-10 employees Published: March 10, 2026 > "It helps manage scheduling, quotes, invoices, and client communication all in one place. As our company has grown and we’ve added employees and recurring routes, having a system like Jobber has made a big difference in keeping everything organized." ### Integrations tab Jobber connects with 35+ software tools. [See all integrations](https://www.capterra.com/p/127994/Jobber/#integrations) #### Most popular integrations - PayPal: 4.6 rating - Mailchimp: 4.0 rating - QuickBooks Online: 4.3 rating - Google Calendar: 4.0 rating - Stripe: 4.5 rating - Zapier: 4.7 rating #### Integrations-related review snippet Reviewer: Jeremiah K. Reviewer details: Facilities Services, 1-10 employees Published: April 24, 2026 > "I like how Jobber can integrate seamlessly with my bank and accounting software." --- ## Xero Rating: 4.4 out of 5 (3,311 reviews) Profile: [Xero](https://www.capterra.com/p/120109/Xero/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Follow up on every opportunity and win new business by creating professional, customisable, online quotes or estimates on the spot. #### Rating breakdown - Ease of Use: 4.4 out of 5 - Customer Service: 4.0 out of 5 - Features: 4.3 out of 5 - Value for Money: 4.2 out of 5 #### Pros and cons based on reviews Pros: - Accessible and intuitive platform - Comprehensive financial oversight tools Cons: - Recurring technical glitches - Slow and inconvenient email support #### Starting price Starting price: $25.00 Pricing details: Flat Rate, Per Month Free trial: Yes Free demo: Yes ### Features tab #### Highest rated features - Billing & Invoicing: 4.9 rating - Third-Party Integrations: 4.8 rating - Activity Dashboard: 4.8 rating - Quotes/Estimates: 4.8 rating #### Lowest rated features - Discount Management: 1.0 rating - Approval Process Control: 3.0 rating - Automated Quoting: 2.0 rating - Catalog Management: 4.0 rating #### Feature-related review snippet Reviewer: Lisa P. Reviewer details: Internet, 11-50 employees Published: August 21, 2024 > "Xero's intuitive interface and seamless integration with various third-party apps make it an excellent choice for users." ### Gallery tab Ease of use: 4.4 out of 5 (3,311 reviews) #### Related review snippet Reviewer: Rebecca R. Reviewer details: Construction, 11-50 employees Published: May 26, 2026 > "I also appreciate the cloud-based access, which allows me to manage accounting from anywhere, along with the seamless bank integrations that help save time and keep records accurate." ### Integrations tab Xero connects with 141+ software tools. [See all integrations](https://www.capterra.com/p/120109/Xero/#integrations) #### Most popular integrations - Expensify: 4.5 rating - Epos Now: 3.8 rating - Harvest: 4.6 rating - ActiveCollab: 4.5 rating - Checkfront: 4.5 rating - Plooto: 4.3 rating #### Integrations-related review snippet Reviewer: Bill N. Reviewer details: Accounting, 501-1,000 employees Published: April 21, 2026 > "Its wide range of integrations also allowed us to build a connected, scalable finance system with minimal effort." --- ## Epicor CPQ Rating: 4.6 out of 5 (21 reviews) Profile: [Epicor CPQ](https://www.capterra.com/p/160099/KBMax-3D-CPQ/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Epicor CPQ generates quotes for complex, configurable products in real-time. Pricing is dynamic, maximizing the margin from every deal #### Rating breakdown - Ease of Use: 4.4 out of 5 - Customer Service: 4.5 out of 5 - Features: 4.6 out of 5 - Value for Money: 4.3 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $150.00 Pricing details: Per User, Per Month Free trial: No Free demo: Yes ### Features tab #### Highest rated features - API: 5.0 rating - Pricing and Cost Calculations: 5.0 rating - Quotes/Estimates: 5.0 rating - Third-Party Integrations: 5.0 rating #### Lowest rated features - Discount Management: 4.0 rating - CRM: 5.0 rating - Price/Margin Management: 5.0 rating - Proposal Generation: 5.0 rating #### Feature-related review snippet Reviewer: Joshua S. Reviewer details: Furniture, 51-200 employees Published: December 8, 2020 > "It's also given us a far better way to define our products and given our sales team a way to visualize, for themselves and our customers, exactly what they're order in real time." ### Gallery tab Ease of use: 4.4 out of 5 (21 reviews) #### Related review snippet Reviewer: Chris A. Reviewer details: Construction, 201-500 employees Published: May 22, 2025 > "Ease of use and having the capability to be able to essentially do anything we would need for our business." ### Integrations tab Epicor CPQ connects with 2+ software tools. [See all integrations](https://www.capterra.com/p/160099/KBMax-3D-CPQ/#integrations) #### Most popular integrations - Salesforce Sales Cloud: 4.4 rating - Salesforce CPQ & Billing: 4.0 rating --- Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. ## Salesforce Revenue Cloud Rating: 4.4 out of 5 (82 reviews) Profile: [Salesforce Revenue Cloud](https://www.capterra.com/p/265484/Salesforce-Revenue-Cloud/) Visible tabs: Overview, Features, Gallery ### Overview tab #### What is this product about? Streamline quoting, pricing, and contracting with Salesforce CPQ to close deals faster and drive revenue growth. #### Rating breakdown - Ease of Use: 4.0 out of 5 - Customer Service: 4.1 out of 5 - Features: 4.4 out of 5 - Value for Money: 4.2 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $75.00 Pricing details: Per User, Per Month Free trial: Yes Free demo: Yes ### Features tab #### Highest rated features - Quotes/Estimates: 4.8 rating - Pricing Management: 5.0 rating - Accounting Integration: 5.0 rating - CRM: 5.0 rating #### Lowest rated features - Discount Management: 5.0 rating - Document Management: 5.0 rating - Template Management: 5.0 rating - API: 5.0 rating #### Feature-related review snippet Reviewer: Verified Reviewer Reviewer details: Computer Software, 1,001-5,000 employees Published: November 10, 2023 > "It's intuitive UI, and simple QLE page which calculated everything at backrnd" ### Gallery tab Ease of use: 4.0 out of 5 (82 reviews) #### Related review snippet Reviewer: Jenna L. Reviewer details: Computer Software, 10,001+ employees Published: April 9, 2026 > "Revenue Cloud helps me run my teams pipeline to be able to forecast proper and project deal velocity." --- ## Odoo Rating: 4.2 out of 5 (1,316 reviews) Profile: [Odoo ](https://www.capterra.com/p/135618/Odoo/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Fully integrated, automated, and easy-to-use interface designed to help users sell faster, communicate quicker, and maximize profits. #### Rating breakdown - Ease of Use: 4.0 out of 5 - Customer Service: 3.9 out of 5 - Features: 4.2 out of 5 - Value for Money: 4.1 out of 5 #### Pros and cons based on reviews Pros: - Highly adaptable business solution - Customizable open-source foundation Cons: - Frequent bugs and reliability concerns - Payment and billing frustrations #### Starting price Starting price: $31.10 Pricing details: Per User, Per Month Free trial: Yes Free demo: No ### Features tab #### Highest rated features - Quotes/Estimates: 5.0 rating - Billing & Invoicing: 4.0 rating - Contact Management: 4.5 rating - Reporting & Statistics: 5.0 rating #### Lowest rated features - CRM: 3.0 rating - Document Management: 2.0 rating - Calendar Management: 3.0 rating - Electronic Signature: 3.0 rating #### Feature-related review snippet Reviewer: Patrick K. Reviewer details: Construction, 11-50 employees Published: June 13, 2026 > "The modern interface makes navigation pleasant for my entire team." ### Gallery tab Ease of use: 4.0 out of 5 (1,316 reviews) #### Related review snippet Reviewer: Patrick K. Reviewer details: Construction, 11-50 employees Published: June 13, 2026 > "The interconnection between applications is flawless: when a sale is validated, the inventory updates automatically, and the invoice is generated in a single click." ### Integrations tab Odoo connects with 14+ software tools. [See all integrations](https://www.capterra.com/p/135618/Odoo/#integrations) #### Most popular integrations - Google Docs: 4.8 rating - PayPal: 4.3 rating - Instagram: 4.7 rating - Stripe: 4.3 rating - Zapier: 4.7 rating - Microsoft Outlook: 4.3 rating #### Integrations-related review snippet Reviewer: Ryan P. Reviewer details: Design, 1-10 employees Published: March 2, 2026 > "Instead of piecing together multiple tools, Odoo integrates key business functions in one system which can simplify workflows and reduce tool sprawl." --- ## Keap Rating: 4.1 out of 5 (1,298 reviews) Profile: [Keap](https://www.capterra.com/p/76390/Infusionsoft/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? The smarter way for small businesses to do great work. Keap helps businesses organize client information and daily work in one place. #### Rating breakdown - Ease of Use: 3.6 out of 5 - Customer Service: 4.0 out of 5 - Features: 4.1 out of 5 - Value for Money: 3.8 out of 5 #### Pros and cons based on reviews Pros: - Comprehensive marketing automation platform - Advanced email campaign builder Cons: - Frequent bugs and technical problems - Limited and complex reporting features #### Starting price Starting price: $299.00 Pricing details: Usage Based, Per Month Free trial: Yes Free demo: No ### Features tab #### Highest rated features - Contact Management: 4.5 rating - Quotes/Estimates: 4.5 rating - Customizable Fields: 4.0 rating - Customer History: 3.0 rating #### Feature-related review snippet Reviewer: Karen R. Reviewer details: Capital Markets, 1-10 employees Published: June 10, 2024 > "Their wordpress plugin used to work great, even though you could not modify the visual effect of the optin box without programming, at least it connected into the database, until it did not. " ### Gallery tab Ease of use: 3.6 out of 5 (1,298 reviews) #### Related review snippet Reviewer: Sarah F. Reviewer details: Hospitality, 201-500 employees Published: July 22, 2025 > "I found Keap super handy for handle clients relations and marketing automations, which makes it a solid tool for businesses that want to keep all their client talks in one single place." ### Integrations tab Keap connects with 75+ software tools. [See all integrations](https://www.capterra.com/p/76390/Infusionsoft/#integrations) #### Most popular integrations - Slack: 4.7 rating - Gmail: 5.0 rating - QuickBooks Online: 3.5 rating - Zendesk Suite: 4.4 rating - Zapier: 4.6 rating - Microsoft Outlook: 4.5 rating #### Integrations-related review snippet Reviewer: Verified Reviewer Reviewer details: Civil Engineering, 501-1,000 employees Published: March 3, 2023 > "The platform also integrates with a range of other software tools, including Zapier and QuickBooks, to help businesses streamline their workflows." --- ## PandaDoc Rating: 4.5 out of 5 (1,254 reviews) Profile: [PandaDoc](https://www.capterra.com/p/131735/PandaDoc/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? PandaDoc is an all-in-one tool to generate, customize, send, track, and eSign Quotes and other business documents quickly and easily. #### Rating breakdown - Ease of Use: 4.4 out of 5 - Customer Service: 4.3 out of 5 - Features: 4.3 out of 5 - Value for Money: 4.3 out of 5 #### Pros and cons based on reviews Pros: - Streamlined proposal creation workflow - Efficient diGital document signing Cons: - Cumbersome document management tasks - Email delivery and spam issues #### Starting price Starting price: $19.00 Pricing details: Per User, Per Month Free trial: Yes Free demo: No ### Features tab #### Highest rated features - Electronic Signature: 4.9 rating - Customizable Fields: 4.8 rating - Document Management: 4.5 rating - Quotes/Estimates: 4.6 rating #### Lowest rated features - Pricing Management: 4.5 rating - Third-Party Integrations: 4.6 rating - API: 4.0 rating - Billing & Invoicing: 4.7 rating #### Feature-related review snippet Reviewer: Sauve G. Reviewer details: Insurance, 11-50 employees Published: June 18, 2026 > "Overall is a user friendly tool with sleek template design important for creating and signing documents digitally." ### Gallery tab Ease of use: 4.4 out of 5 (1,254 reviews) #### Related review snippet Reviewer: Arunmurugan S. Reviewer details: Biotechnology, 10,001+ employees Published: June 5, 2026 > "I also like the e sign functionality and the ability to see when recipients open or view a document." ### Integrations tab PandaDoc connects with 41+ software tools. [See all integrations](https://www.capterra.com/p/131735/PandaDoc/#integrations) #### Most popular integrations - PayPal: 4.6 rating - Dropbox: 5.0 rating - Salesforce Sales Cloud: 4.3 rating - Box: 4.4 rating - HubSpot CRM: 4.7 rating - Zapier: 4.7 rating #### Integrations-related review snippet Reviewer: Verified Reviewer Reviewer details: Information Technology and Services, 11-50 employees Published: September 22, 2025 > "It’s reliable, integrates smoothly with Google Drive, and offers great customization options." --- ## Bitrix24 Rating: 4.2 out of 5 (997 reviews) Profile: [Bitrix24](https://www.capterra.com/p/113540/Bitrix24/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Bitrix24 is #1 free CRM with built in quotes and invoices. Unlimited quotes and invoices 100% free. 15 million clients worldwide. #### Rating breakdown - Ease of Use: 4.0 out of 5 - Customer Service: 4.0 out of 5 - Features: 4.3 out of 5 - Value for Money: 4.2 out of 5 #### Pros and cons based on reviews Pros: - Integrated team communication tools - Comprehensive team collaboration platform Cons: - Delayed and limited customer support - Frequent bugs and technical issues #### Starting price Starting price: $69.00 Pricing details: Flat Rate, Per Month Free trial: Yes Free demo: No ### Features tab #### Most popular features - Billing & Invoicing: Available - Pricing Management: Available - Third-Party Integrations: Available - Activity Dashboard: Available - Proposal Generation: Available - Electronic Signature: Available - Electronic Payments: Not available - CRM: Available - Contact Management: Available - Document Management: Available - Customizable Branding: Available - Discount Management: Available #### Feature-related review snippet Reviewer: Verified Reviewer Reviewer details: Non-Profit Organization Management, 11-50 employees Published: December 4, 2025 > "The user interace was mostly intuitive and easy to use." ### Gallery tab Ease of use: 4.0 out of 5 (997 reviews) #### Related review snippet Reviewer: Ramadhan A. Reviewer details: Education Management, 11-50 employees Published: June 25, 2026 > "Bitrix24 provides a comprehensive set of tools for collaboration, task management, communication, and workflow coordination in a single platform." ### Integrations tab Bitrix24 connects with 83+ software tools. [See all integrations](https://www.capterra.com/p/113540/Bitrix24/#integrations) #### Most popular integrations - Dropbox: 4.5 rating - Gmail: 4.7 rating - Docusign: 5.0 rating - Box: 4.4 rating - Google Calendar: 4.8 rating - Microsoft Outlook: 4.5 rating #### Integrations-related review snippet Reviewer: Verified Reviewer Reviewer details: Building Materials, 10,001+ employees Published: April 13, 2026 > "We can recommend viasocket as a convenient and flexible no/low-code solution for configuring integrations between business applications." --- ## JobBOSS² Rating: 4.2 out of 5 (865 reviews) Profile: [JobBOSS²](https://www.capterra.com/p/219273/JobBOSS/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? JobBOSS² helps job shops eliminate waste, smash bottlenecks, and boost profitability with a seamless, all-in-one solution. #### Rating breakdown - Ease of Use: 4.1 out of 5 - Customer Service: 4.4 out of 5 - Features: 4.0 out of 5 - Value for Money: 4.1 out of 5 #### Pros and cons based on reviews Pros: - Responsive knowledgeable assistance - Intuitive and simple navigation Cons: - Frequent glitches and errors - Challenging and inflexible scheduling #### Starting price Starting price: Not available Pricing details: Per User, Per Year Free trial: No Free demo: No ### Features tab #### Highest rated features - Billing & Invoicing: 3.8 rating - Quotes/Estimates: 3.6 rating - Pricing and Cost Calculations: 3.3 rating - Price/Margin Management: 1.0 rating #### Lowest rated features - Proposal Generation: 1.0 rating ### Gallery tab Ease of use: 4.1 out of 5 (865 reviews) #### Related review snippet Reviewer: Cody C. Reviewer details: Machinery, 1-10 employees Published: October 25, 2024 > "The best feature for us in JobBOSS² is how it flows through the system - from estimating to actually creating an order to shipping to receiving to billing." ### Integrations tab JobBOSS² connects with 15+ software tools. [See all integrations](https://www.capterra.com/p/219273/JobBOSS/#integrations) #### Most popular integrations - Stripe: 4.6 rating - AutoCAD: 4.7 rating - Paychex Flex: 4.2 rating - QuickBooks Online Advanced: 4.5 rating - SolidWorks Premium: 4.6 rating - Sage Accounting: 4.1 rating - FedEx Ship Manager: 4.4 rating - CenterPoint Payroll: 4.4 rating - StreetWise CADlink: 5.0 rating --- ## mHelpDesk Rating: 4.3 out of 5 (824 reviews) Profile: [mHelpDesk](https://www.capterra.com/p/77264/mHelpDesk/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? The fastest, easiest, and highest value Quoting Software. Automate everything from customer estimates to getting paid. #### Rating breakdown - Ease of Use: 4.3 out of 5 - Customer Service: 4.4 out of 5 - Features: 4.0 out of 5 - Value for Money: 3.9 out of 5 #### Pros and cons based on reviews Pros: - Accessible learning and navigation - Extensive customization options Cons: - Persistent bugs and glitches - Frequent slowdowns and lag #### Starting price Starting price: Not available Pricing details: Other Free trial: Yes Free demo: No ### Features tab #### Highest rated features - Billing & Invoicing: 5.0 rating - Quotes/Estimates: 4.0 rating - Customer History: 3.0 rating - Client Portal: 1.0 rating #### Lowest rated features - Email Management: 1.0 rating ### Gallery tab Ease of use: 4.3 out of 5 (824 reviews) #### Related review snippet Reviewer: Mohamed H. Reviewer details: Airlines/Aviation, 201-500 employees Published: May 16, 2025 > "Working with mHelpDesk is generally smooth and efficient, offering a user-friendly experience with powerful tools for managing field service tasks" ### Integrations tab mHelpDesk connects with 14+ software tools. [See all integrations](https://www.capterra.com/p/77264/mHelpDesk/#integrations) #### Most popular integrations - PayPal: 4.6 rating - Mailchimp: 4.5 rating - Google Workspace: 4.7 rating - WordPress: 4.6 rating - QuickBooks Online: 5.0 rating - Google Analytics 360: 4.7 rating - Google Calendar: 5.0 rating - Stripe: 4.6 rating - QuickBooks Online Advanced: 4.4 rating --- ## Abby Rating: 4.7 out of 5 (604 reviews) Profile: [Abby](https://www.capterra.com/p/268623/Abby/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Application that simplifies the management of micro-enterprises (invoicing, accounting, remote declaration, productivity) #### Rating breakdown - Ease of Use: 4.7 out of 5 - Customer Service: 4.7 out of 5 - Features: 4.6 out of 5 - Value for Money: 4.7 out of 5 #### Pros and cons based on reviews Pros: - Intuitive and ergonomic design - Supportive for self-employed entrepreneurs Cons: - Frequent technical glitches and delays #### Starting price Starting price: €0.01 Pricing details: Flat Rate, Per Month Free trial: Yes Free demo: No ### Features tab #### Highest rated features - Quotes/Estimates: 4.4 rating - Billing & Invoicing: 4.6 rating - Document Management: 4.5 rating - API: 4.0 rating ### Gallery tab Ease of use: 4.7 out of 5 (604 reviews) #### Related review snippet Reviewer: Marek T. Reviewer details: Financial Services, 1-10 employees Published: May 22, 2023 > "She was always responsive and attentive, providing prompt and helpful assistance." ### Integrations tab Abby connects with 3+ software tools. [See all integrations](https://www.capterra.com/p/268623/Abby/#integrations) #### Most popular integrations - Stripe: 5.0 rating - Make: 4.5 rating - Yousign: 3.8 rating --- ## PayPal Invoicing Rating: 4.7 out of 5 (595 reviews) Profile: [PayPal Invoicing](https://www.capterra.com/p/179253/PayPal-Invoicing/) Visible tabs: Overview, Features, Gallery ### Overview tab #### What is this product about? Get paid faster when you send free professional, customizable invoices that make it easy for customers to pay. #### Rating breakdown - Ease of Use: 4.7 out of 5 - Customer Service: 4.4 out of 5 - Features: 4.7 out of 5 - Value for Money: 4.6 out of 5 #### Pros and cons based on reviews Pros: - Flexible and customizable invoicing - Intuitive and simple workflow Cons: - Slow and unhelpful customer service - High transaction and service fees #### Starting price Starting price: Not available Free trial: No Free demo: No ### Features tab #### Highest rated features - Billing & Invoicing: 4.7 rating - Pricing and Cost Calculations: 5.0 rating - Email Management: 4.3 rating - Quotes/Estimates: 5.0 rating #### Lowest rated features - Template Management: 4.5 rating - API: 5.0 rating - Reminders: 5.0 rating #### Feature-related review snippet Reviewer: Verified Reviewer Reviewer details: Construction, Self-employed Published: September 15, 2025 > "The platform is easy to use and easy to navigate." ### Gallery tab Ease of use: 4.7 out of 5 (595 reviews) #### Related review snippet Reviewer: Elizabeth W. Reviewer details: Retail, 5,001-10,000 employees Published: November 13, 2025 > "What I like most about Paypal Invoicing is that it's a recognized brand; you can save customer information, just by searching for them with an email address; I can keep track of sent invoices and their status, whether they have been paid or not." --- ## JobNimbus Rating: 4.6 out of 5 (482 reviews) Profile: [JobNimbus](https://www.capterra.com/p/126797/JobNimbus/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? All-in-one roofing software that helps contractors work smarter, move faster, and grow their business from lead to payment. #### Rating breakdown - Ease of Use: 4.6 out of 5 - Customer Service: 4.5 out of 5 - Features: 4.4 out of 5 - Value for Money: 4.6 out of 5 #### Pros and cons based on reviews Pros: - Intuitive and user-friendly platform - Accessible onboarding and training resources Cons: - Recurring glitches and technical problems - Limited and unreliable mobile functionality #### Starting price Starting price: $300.00 Pricing details: Per User, Per Month Free trial: Yes Free demo: No ### Features tab #### Highest rated features - Billing & Invoicing: 3.5 rating - Electronic Signature: 5.0 rating - Quotes/Estimates: 5.0 rating #### Feature-related review snippet Reviewer: Nicole P. Reviewer details: Construction, 11-50 employees Published: August 1, 2023 > "Credit card integration, ease of creating a contact, easy tabs and feature navigation, lots of great report options, color organizing boards, many category options for job status. " ### Gallery tab Ease of use: 4.6 out of 5 (482 reviews) #### Related review snippet Reviewer: Nikki C. Reviewer details: Construction, 1-10 employees Published: April 28, 2026 > "The document management is also a big plus—it’s convenient to store contracts, photos, and insurance paperwork all in one system and access them from anywhere." ### Integrations tab JobNimbus connects with 18+ software tools. [See all integrations](https://www.capterra.com/p/126797/JobNimbus/#integrations) #### Most popular integrations - Mailchimp: 4.5 rating - QuickBooks Online: 4.5 rating - Google Calendar: 4.8 rating - Zapier: 4.7 rating - QuickBooks Online Advanced: 4.4 rating - Podium: 4.3 rating #### Integrations-related review snippet Reviewer: Rebekah M. Reviewer details: Construction, 11-50 employees Published: April 7, 2026 > "They came out for and helped our company integrate everything." --- ## FieldPulse Rating: 4.6 out of 5 (476 reviews) Profile: [FieldPulse](https://www.capterra.com/p/153475/FieldPulse/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Learn why thousands of service companies choose FieldPulse to generate and manage quotes that sell. #### Rating breakdown - Ease of Use: 4.5 out of 5 - Customer Service: 4.7 out of 5 - Features: 4.4 out of 5 - Value for Money: 4.5 out of 5 #### Pros and cons based on reviews Pros: - Streamlined and intuitive platform - Responsive in-app chat assistance Cons: - Frequent bugs and software glitches - Cumbersome data management processes #### Starting price Starting price: Not available Pricing details: Per Month Free trial: No Free demo: No ### Features tab #### Highest rated features - Billing & Invoicing: 4.7 rating - Quotes/Estimates: 4.6 rating - Calendar Management: 4.6 rating - Customer History: 4.6 rating #### Lowest rated features - Document Management: 3.1 rating - API: 3.9 rating - Third-Party Integrations: 4.1 rating - Accounting Integration: 4.2 rating #### Feature-related review snippet Reviewer: Dan R. Reviewer details: Glass, Ceramics & Concrete, 1-10 employees Published: February 12, 2026 > "Having worked with other systems, I find FieldPulse pretty intuitive and easy to configure and manage." ### Gallery tab Ease of use: 4.5 out of 5 (476 reviews) #### Related review snippet Reviewer: Ghanshyam S. Reviewer details: Chemicals, 201-500 employees Published: May 5, 2026 > "The scheduling and real-time status tracking features delivered the most immediate value I could assign, monitor, and follow up on tasks from a single dashboard without chasing updates manually." ### Integrations tab FieldPulse connects with 9+ software tools. [See all integrations](https://www.capterra.com/p/153475/FieldPulse/#integrations) #### Most popular integrations - Mailchimp: 4.5 rating - QuickBooks Online: 4.4 rating - Google Calendar: 4.4 rating - Zapier: 4.4 rating - QuickBooks Desktop: 4.1 rating - Azuga Fleet: 4.4 rating #### Integrations-related review snippet Reviewer: Amber B. Reviewer details: Utilities, 11-50 employees Published: October 27, 2025 > "I like that Fieldpulse has so many integrations and capabilities that makes it easy for our team to complete all of their necessary work." --- ## Sage 100 Rating: 4.1 out of 5 (404 reviews) Profile: [Sage 100](https://www.capterra.com/p/227232/Sage-100cloud/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Enterprise resource planning solution that helps small and mid-sized businesses automate financial operations and payroll processes. #### Rating breakdown - Ease of Use: 3.9 out of 5 - Customer Service: 3.8 out of 5 - Features: 3.9 out of 5 - Value for Money: 3.8 out of 5 #### Pros and cons based on reviews Pros: - Intuitive and accessible interface - Comprehensive accounting functionality Cons: - Frequent technical disruptions - High and increasing costs #### Starting price Starting price: $7500.00 Pricing details: Per Feature Free trial: No Free demo: No ### Features tab #### Highest rated features - Billing & Invoicing: 4.5 rating ### Gallery tab Ease of use: 3.9 out of 5 (404 reviews) #### Related review snippet Reviewer: Carlos O. Reviewer details: Financial Services, 51-200 employees Published: November 17, 2025 > "In addition to being a Sage Reseller, Infomedika also offers multiple modifications that adapt very effectively to the application and laws of Puerto Rico, among other support services, interfaces or customized reports." ### Integrations tab Sage 100 connects with 16+ software tools. [See all integrations](https://www.capterra.com/p/227232/Sage-100cloud/#integrations) #### Most popular integrations - Avalara: 4.7 rating - BigCommerce: 4.4 rating - Fortis: 4.6 rating - Netstock: 4.8 rating - TimeLinx Software: 4.7 rating - Service Pro: 4.0 rating #### Integrations-related review snippet Reviewer: Isobel H. Reviewer details: Accounting, Self-employed Published: November 6, 2024 > "It's a good product that meets the basic needs required, although is not very good at integrating" --- ## Qwilr Rating: 4.6 out of 5 (385 reviews) Profile: [Qwilr](https://www.capterra.com/p/143254/Qwilr/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Qwilr is a document design and automation tool for sales teams, including e-sign, analytics and smart integrations. #### Rating breakdown - Ease of Use: 4.5 out of 5 - Customer Service: 4.6 out of 5 - Features: 4.2 out of 5 - Value for Money: 4.3 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $35.00 Pricing details: Per User, Per Month Free trial: Yes Free demo: No ### Features tab #### Highest rated features - Quotes/Estimates: 4.2 rating - Electronic Signature: 4.7 rating - Pricing and Cost Calculations: 4.5 rating - Discount Management: 4.0 rating #### Lowest rated features - Document Management: 3.5 rating - Workflow Management: 3.0 rating - Access Controls/Permissions: 4.0 rating - Automated Quoting: 5.0 rating #### Feature-related review snippet Reviewer: Shannon A. Reviewer details: Information Technology and Services, 11-50 employees Published: December 30, 2025 > "The interface is easy enough to make up for limited onboarding with the package we provided." ### Gallery tab Ease of use: 4.5 out of 5 (385 reviews) #### Related review snippet Reviewer: Steve F. Reviewer details: Information Technology and Services, 51-200 employees Published: August 17, 2023 > "It provides us with a variety of prefabricated formats from which we can generate unique proposals for our company and its offerings." ### Integrations tab Qwilr connects with 14+ software tools. [See all integrations](https://www.capterra.com/p/143254/Qwilr/#integrations) #### Most popular integrations - Slack: 4.7 rating - Salesforce Sales Cloud: 4.0 rating - Google Analytics 360: 4.7 rating - FreshBooks: 4.5 rating - HubSpot CRM: 4.0 rating - Stripe: 4.6 rating - Xero: 4.4 rating - Zapier: 5.0 rating - Pipedrive: 4.5 rating --- ## ServiceM8 Rating: 4.5 out of 5 (311 reviews) Profile: [ServiceM8](https://www.capterra.com/p/110711/ServiceM8/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? The smart app helping trade contractors & service businesses to cut paperwork, get more jobs done & provide amazing customer service. #### Rating breakdown - Ease of Use: 4.5 out of 5 - Customer Service: 4.5 out of 5 - Features: 4.3 out of 5 - Value for Money: 4.6 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: A$0.00 Pricing details: Flat Rate, Per Month Free trial: Yes Free demo: No ### Features tab #### Highest rated features - Billing & Invoicing: 3.5 rating - Calendar Management: 4.0 rating - Third-Party Integrations: 4.0 rating - Access Controls/Permissions: 3.0 rating #### Lowest rated features - Quotes/Estimates: 1.0 rating - Activity Dashboard: 2.0 rating - Proposal Generation: 2.0 rating ### Gallery tab Ease of use: 4.5 out of 5 (311 reviews) #### Related review snippet Reviewer: GWEN S. Reviewer details: Health, Wellness and Fitness, 1-10 employees Published: December 15, 2025 > "I like the fact that the peogram has a calendar and your able to add customers details whwn booking services" ### Integrations tab ServiceM8 connects with 10+ software tools. [See all integrations](https://www.capterra.com/p/110711/ServiceM8/#integrations) #### Most popular integrations - Mailchimp: 4.5 rating - Microsoft 365: 4.6 rating - QuickBooks Online: 4.7 rating - Google Calendar: 4.8 rating - Stripe: 4.6 rating - Xero: 3.5 rating #### Integrations-related review snippet Reviewer: Stacy S. Reviewer details: Facilities Services, 1-10 employees Published: August 31, 2020 > "We were able to integrate ServiceM8 with Xero very easily." --- ## Proposify Rating: 4.4 out of 5 (299 reviews) Profile: [Proposify](https://www.capterra.com/p/133332/Proposify/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Generate accurate quotes fast with Proposify. Customize, automate, and track for quicker approvals and higher satisfaction. #### Rating breakdown - Ease of Use: 4.3 out of 5 - Customer Service: 4.4 out of 5 - Features: 4.3 out of 5 - Value for Money: 4.3 out of 5 #### Pros and cons based on reviews Pros: - Extensive customizable proposal templates - Seamless diGital signature process Cons: - Cumbersome text editing experience - Inconsistent and difficult formatting #### Starting price Starting price: $19.00 Pricing details: Per User, Per Month Free trial: Yes Free demo: No ### Features tab #### Highest rated features - Document Management: 4.6 rating - Quotes/Estimates: 4.4 rating - Electronic Signature: 4.5 rating - Proposal Generation: 5.0 rating #### Lowest rated features - Pricing Management: 4.0 rating - Discount Management: 4.0 rating - Workflow Management: 4.5 rating - CRM: 5.0 rating #### Feature-related review snippet Reviewer: John B. Reviewer details: Construction, 11-50 employees Published: May 19, 2025 > "I used it primarily for business proposals and the flexibility that it offered in terms of placing graphics within text boxes made the job simple and effective." ### Gallery tab Ease of use: 4.3 out of 5 (299 reviews) #### Related review snippet Reviewer: John B. Reviewer details: Construction, 11-50 employees Published: May 19, 2025 > "I used it primarily for business proposals and the flexibility that it offered in terms of placing graphics within text boxes made the job simple and effective." ### Integrations tab Proposify connects with 46+ software tools. [See all integrations](https://www.capterra.com/p/133332/Proposify/#integrations) #### Most popular integrations - FreshBooks: 5.0 rating - Xero: 4.4 rating - Zapier: 4.7 rating - Keap: 4.1 rating - QuickBooks Online Advanced: 4.0 rating - Zoho Books: 4.4 rating #### Integrations-related review snippet Reviewer: Andy Y. Reviewer details: Information Technology and Services, 1-10 employees Published: August 9, 2022 > "Integration with Hubspot is great." --- ## Jenesis Software Rating: 4.7 out of 5 (284 reviews) Profile: [Jenesis Software](https://www.capterra.com/p/119068/Jenesis-Software/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Jenesis offers an insurance agency management system, website design, and digital marketing services to independent insurance agencies. #### Rating breakdown - Ease of Use: 4.7 out of 5 - Customer Service: 4.9 out of 5 - Features: 4.6 out of 5 - Value for Money: 4.7 out of 5 #### Pros and cons based on reviews Pros: - Simple and efficient operation - Highly user-friendly interface Cons: - Recurring technical glitches #### Starting price Starting price: $70.00 Pricing details: Per User, Per Month Free trial: No Free demo: No ### Features tab #### Highest rated features - Document Management: 4.8 rating - Billing & Invoicing: 5.0 rating - Reminders: 4.8 rating - Real-Time Data: 4.9 rating #### Lowest rated features - Audit Trail: 4.0 rating - Contact Management: 5.0 rating - Access Controls/Permissions: 5.0 rating - Activity Dashboard: 5.0 rating #### Feature-related review snippet Reviewer: Cassie H. Reviewer details: Insurance, 1-10 employees Published: January 8, 2024 > "Jenesis is very user friendly and tracks everything." ### Gallery tab Ease of use: 4.7 out of 5 (284 reviews) #### Related review snippet Reviewer: Md Mahbubul Alam J. Reviewer details: Insurance, 1-10 employees Published: June 16, 2026 > "Jenesis Software is a highly intuitive, easy-to-use insurance agency management system (AMS) tailored for small to mid-sized independent agencies." ### Integrations tab Jenesis Software connects with 13+ software tools. [See all integrations](https://www.capterra.com/p/119068/Jenesis-Software/#integrations) #### Most popular integrations - Gmail: 4.8 rating - Docusign: 4.7 rating - QuickBooks Desktop: 4.4 rating - Microsoft Outlook: 5.0 rating - QuickBooks Online Advanced: 4.4 rating - Formstack Sign: 3.5 rating #### Integrations-related review snippet Reviewer: Ellen F. Reviewer details: Insurance, Self-employed Published: June 29, 2021 > "I like the customizable dashboard, Acord form integration and the simplicity of the Calendar!" --- ## Invoice2go Rating: 4.3 out of 5 (273 reviews) Profile: [Invoice2go](https://www.capterra.com/p/81858/Invoice2go/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Invoice2go is a billing and invoicing platform that helps small businesses manage payments, projects, reports, estimates and feedback. #### Rating breakdown - Ease of Use: 4.4 out of 5 - Customer Service: 4.2 out of 5 - Features: 4.2 out of 5 - Value for Money: 4.0 out of 5 #### Pros and cons based on reviews Pros: - Streamlined and intuitive operation Cons: - High and increasing subscription costs #### Starting price Starting price: $5.99 Pricing details: Flat Rate, Per Month Free trial: Yes Free demo: No ### Features tab #### Highest rated features - Billing & Invoicing: 4.5 rating - Quotes/Estimates: 4.3 rating - Automated Quoting: 4.7 rating - Customizable Branding: 4.5 rating #### Lowest rated features - Pricing and Cost Calculations: 3.0 rating - Client Portal: 4.3 rating - Catalog Management: 4.6 rating - Template Management: 4.0 rating ### Gallery tab Ease of use: 4.4 out of 5 (273 reviews) #### Related review snippet Reviewer: Jason C. Reviewer details: Import and Export, 201-500 employees Published: November 10, 2025 > "The dashboard of Invoice2go makes tracking of payments and sending of invoices fast, so that our team manages client billing with minimal hassle." ### Integrations tab Invoice2go connects with 3+ software tools. [See all integrations](https://www.capterra.com/p/81858/Invoice2go/#integrations) #### Most popular integrations - PayPal: 4.3 rating - Stripe: 4.8 rating - Xero: 5.0 rating #### Integrations-related review snippet Reviewer: Ryan T. Reviewer details: Information Technology and Services, Self-employed Published: November 10, 2022 > "Decent app, PayPal integration, minimal templates can be customized." --- ## Scoro Rating: 4.5 out of 5 (262 reviews) Profile: [Scoro](https://www.capterra.com/p/142042/Scoro/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Standardize quoting and budgeting to secure profit. Simultaneously build proposals for clients and estimate delivery costs. #### Rating breakdown - Ease of Use: 4.4 out of 5 - Customer Service: 4.4 out of 5 - Features: 4.4 out of 5 - Value for Money: 4.3 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $23.90 Pricing details: Per User, Per Month Free trial: Yes Free demo: No ### Features tab #### Highest rated features - Contact Management: 4.7 rating - Quotes/Estimates: 4.5 rating - Billing & Invoicing: 4.1 rating - Pricing Management: 4.8 rating #### Lowest rated features - Automated Quoting: 3.3 rating - Access Controls/Permissions: 3.0 rating - Email Management: 2.0 rating - Template Management: 3.0 rating ### Gallery tab Ease of use: 4.4 out of 5 (262 reviews) #### Related review snippet Reviewer: Tony W. Reviewer details: Management Consulting, 51-200 employees Published: September 15, 2025 > "With an easy to use interface, clear workflows and simple processes to develop reports and dashboards, it gives us a real-time view of our current and expected future performance, allowing us to make decisions using the correct data." ### Integrations tab Scoro connects with 59+ software tools. [See all integrations](https://www.capterra.com/p/142042/Scoro/#integrations) #### Most popular integrations - Google Docs: 4.7 rating - Slack: 4.7 rating - WordPress: 4.6 rating - Gmail: 5.0 rating - QuickBooks Online: 4.3 rating - Zoho CRM: 4.3 rating #### Integrations-related review snippet Reviewer: Ana Paula E. Reviewer details: Environmental Services, 1-10 employees Published: October 15, 2023 > "It also has a lot of integrations such as Google Calendar that allows a greater and faster coupling." --- ## RepZio Rating: 4.4 out of 5 (255 reviews) Profile: [RepZio](https://www.capterra.com/p/242317/RepZio/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Sales Automation, eCommerce, Augmented Reality, eCommerce Marketplace, works online and offline! The premiere patented mobile solution! #### Rating breakdown - Ease of Use: 4.4 out of 5 - Customer Service: 4.3 out of 5 - Features: 4.1 out of 5 - Value for Money: 4.3 out of 5 #### Pros and cons based on reviews Pros: - Accessible and intuitive platform - Comprehensive sales process tools Cons: - Frequent technical problems #### Starting price Starting price: $25.00 Pricing details: Per Feature, Per Month Free trial: Yes Free demo: No ### Features tab #### Most popular features - Billing & Invoicing: Not available - Pricing Management: Not available - Third-Party Integrations: Available - Activity Dashboard: Available - Proposal Generation: Available - Electronic Signature: Not available - Electronic Payments: Not available - CRM: Not available - Contact Management: Not available - Document Management: Not available - Customizable Branding: Not available - Discount Management: Not available ### Gallery tab Ease of use: 4.4 out of 5 (255 reviews) ### Integrations tab RepZio connects with 7+ software tools. [See all integrations](https://www.capterra.com/p/242317/RepZio/#integrations) #### Most popular integrations - Salesforce Sales Cloud: 4.4 rating - QuickBooks Online: 4.3 rating - Xero: 4.4 rating - NetSuite: 4.2 rating - QuickBooks Online Advanced: 4.4 rating - SAP Business One: 4.3 rating - SYSPRO: 4.2 rating --- ## shopVOX Rating: 4.6 out of 5 (243 reviews) Profile: [shopVOX](https://www.capterra.com/p/155218/shopVOX/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Cloud based all in one shop operation solution with quoting, business intelligence, job board, and more for sign, print and apparel co. #### Rating breakdown - Ease of Use: 4.3 out of 5 - Customer Service: 4.6 out of 5 - Features: 4.4 out of 5 - Value for Money: 4.5 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $99.00 Pricing details: Flat Rate, Per Month Free trial: Yes Free demo: No ### Features tab #### Highest rated features - Quotes/Estimates: 4.3 rating - Billing & Invoicing: 4.3 rating - Third-Party Integrations: 4.4 rating - Customizable Fields: 4.3 rating #### Lowest rated features - Pricing and Cost Calculations: 3.3 rating - Price/Margin Management: 3.5 rating - Automated Quoting: 4.0 rating - Pricing Management: 4.3 rating #### Feature-related review snippet Reviewer: Angela C. Reviewer details: Printing, 1-10 employees Published: April 21, 2026 > "Overall my experience with shopVox is good. When learning to use the software it was intuitive on how to create a sales lead through the quoting, job and invoice." ### Gallery tab Ease of use: 4.3 out of 5 (243 reviews) #### Related review snippet Reviewer: Angela C. Reviewer details: Printing, 1-10 employees Published: April 21, 2026 > "Overall my experience with shopVox is good. When learning to use the software it was intuitive on how to create a sales lead through the quoting, job and invoice." ### Integrations tab shopVOX connects with 10+ software tools. [See all integrations](https://www.capterra.com/p/155218/shopVOX/#integrations) #### Most popular integrations - Google Workspace: 4.7 rating - Xero: 4.4 rating - Zapier: 3.0 rating - Microsoft Outlook: 5.0 rating - NetSuite: 4.2 rating - WooCommerce: 4.5 rating #### Integrations-related review snippet Reviewer: Joshua T. Reviewer details: Printing, 1-10 employees Published: October 9, 2023 > "I love how easy it is to start a new order and enter all the order information." --- ## B2W Estimate Rating: 4.5 out of 5 (200 reviews) Profile: [B2W Estimate](https://www.capterra.com/p/183197/B2W-Estimate/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Quoting solution that helps businesses generate competitive estimates with real-time costs, templates, and polished proposals. #### Rating breakdown - Ease of Use: 4.5 out of 5 - Customer Service: 4.7 out of 5 - Features: 4.4 out of 5 - Value for Money: 4.4 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: Not available Free trial: No Free demo: No ### Features tab #### Highest rated features - Proposal Generation: 4.0 rating ### Gallery tab Ease of use: 4.5 out of 5 (200 reviews) #### Related review snippet Reviewer: Gabe N. Reviewer details: Construction, 51-200 employees Published: November 14, 2025 > "vendor and sub management is very organized and makes quote evaluation very streamlined. " ### Integrations tab B2W Estimate connects with 2+ software tools. [See all integrations](https://www.capterra.com/p/183197/B2W-Estimate/#integrations) #### Most popular integrations - B2W Track: 5.0 rating - B2W Schedule: 4.0 rating --- ## QuoteWerks Rating: 4.6 out of 5 (192 reviews) Profile: [QuoteWerks](https://www.capterra.com/p/135691/QuoteWerks/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? QuoteWerks is an easy-to-use quoting and proposal solution enabling companies of all sizes to streamline their sales process. #### Rating breakdown - Ease of Use: 4.5 out of 5 - Customer Service: 4.6 out of 5 - Features: 4.6 out of 5 - Value for Money: 4.6 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $78.00 Pricing details: Per User, Per Month Free trial: Yes Free demo: No ### Features tab #### Highest rated features - Quotes/Estimates: 4.9 rating - Audit Trail: 4.9 rating - Price/Margin Management: 5.0 rating - Real-Time Data: 4.9 rating #### Lowest rated features - Pricing Management: 4.6 rating - Electronic Signature: 4.6 rating - Template Management: 4.6 rating - Pricing and Cost Calculations: 4.8 rating #### Feature-related review snippet Reviewer: Elijah M. Reviewer details: Hospitality, 1,001-5,000 employees Published: October 20, 2022 > "It is a solid application that does exactly what it's supposed to do and it has an intuitive and friendly dashboard which you can customize to suit your needs." ### Gallery tab Ease of use: 4.5 out of 5 (192 reviews) #### Related review snippet Reviewer: Zoe H. Reviewer details: Electrical/Electronic Manufacturing, 51-200 employees Published: April 10, 2026 > "Its integrations have also been helpful for integrating data without having to enter it manually, and the electronic signature simplifies processes by giving me control and visibility over each sales step." ### Integrations tab QuoteWerks connects with 27+ software tools. [See all integrations](https://www.capterra.com/p/135691/QuoteWerks/#integrations) #### Most popular integrations - Salesforce Sales Cloud: 4.5 rating - Gmail: 5.0 rating - Microsoft Word: 4.7 rating - Microsoft Outlook: 4.5 rating - QuickBooks Online Advanced: 4.4 rating - Act!: 4.5 rating #### Integrations-related review snippet Reviewer: Delaney S. Reviewer details: Information Technology and Services, 11-50 employees Published: August 11, 2023 > "It is nice how many integrations go with Quotewerks." --- Page 1 of 10 ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Filter (447) Products: Sort By: Featured Partners * * * Plan Type Free Trial Popular 85% of professionals opt for a 30-day trial before the software purchase Other subsciption plans: Free Version Monthly Subscription Annual Subscription One-Time License Key Features All key features Popular We have selected the most important and critical features as defined by Capterra user reviews Activity Dashboard AI Copilot Automated Quoting Billing & Invoicing Catalog Management Client Portal Contact Management Contract/License Management CRM Customizable Branding Discount Management Document Management Drag & Drop Electronic Payments Electronic Signature Estimating Generative AI Pricing Management Proposal Generation Reminders Third-Party Integrations Deployment Cloud, SaaS, Web-Based Desktop Mac Desktop Windows Desktop Linux On-Premise Windows On-Premise Linux Desktop Chromebook Mobile Android Mobile iPhone Mobile iPad Related Software Category: [CPQ Software](https://www.capterra.com/cpq-software/)[Proposal Management Software](https://www.capterra.com/proposal-management-software/)[Sales Force Automation Software](https://www.capterra.com/sales-force-automation-software/)[Sales Tracking Software](https://www.capterra.com/sales-tracking-software/)[Sales Forecasting Software](https://www.capterra.com/sales-forecasting-software/)[RFP Software](https://www.capterra.com/rfp-software/)[Sales Performance Management Software](https://www.capterra.com/sales-performance-management-software/)[Commission Software](https://www.capterra.com/commission-software/) I'm looking for Quoting Software that is: [Free](https://www.capterra.com/quoting-software/s/free/) Table of Contents - [The benefits of quoting software](#the-benefits-of-quoting-software) - [Typical features of quoting tool](#typical-features-of-quoting-tool) - [The cost of quoting system](#the-cost-of-quoting-system) - [Considerations when purchasing quoting tool](#considerations-when-purchasing-quoting-tool) - [Relevant quoting software trends](#relevant-quoting-software-trends) ## What is quoting software? [Quoting software](https://www.capterra.com/quoting-software/) automates the process of creating and sending formal quotations or proposals to potential clients and customers. It leverages product catalog, pre-defined pricing rules, and customizable templates to automatically create professional-looking invoices, eliminating the need for repetitive tasks such as data entry and calculations. Moreover, it ensures consistency across all your business's quotes which boosts credibility with clients. ## What are the core features of quoting software? - **Pricing and cost calculations**: Automate the process of calculating costs and generating price quotes for products or services. This feature factors in variables such as material costs, labor, volume discounts, and taxes to generate accurate price quotes.  - **Quotes and estimates**: Create and send detailed price proposals to potential customers. It simplifies generating accurate quotes by automatically incorporating product details, pricing, and customer data, often through customizable templates. Additionally, it provides real-time updates on quote status, automatically converts accepted quotes to invoices, and enables customers to accept quotes directly online. - **Quote template management**: Leverage pre-designed formats to create professional quotes and estimates to maintain consistency and save time. These quote templates support customization, allowing you to personalize them to align with your branding guidelines and business needs. ## What are the benefits of using quoting software? - **Efficient quoting process**: Quote software automates the compilation of necessary details such as pricing, product descriptions, and customer data into a coherent quote. This process reduces the manual effort involved, reducing the time it takes to generate quotes from hours to minutes. The quote software's ability to access and integrate information quickly ensures that quotes are produced faster, enhancing productivity. - **Enhances accuracy in pricing**: Quotation software leverages the latest pricing data to compute costs and prices. It prevents the common errors associated with manual pricing, such as oversight or the use of outdated information. The software also handles complex pricing scenarios, such as tiered pricing structures or promotional discounts, ensuring every quote is accurate and consistent.  - **Reduces sales cycle time**: Online quoting tools simplify the process of generating and sending quotes to potential customers. Automating the creation of detailed and accurate quotes allows the sales team to respond to inquiries quickly. This quick turnaround shortens the time from initial customer interest to final agreement. Besides, the software often includes features for online quote approval, enabling customers to accept proposals faster. ## What are the potential issues with quoting software? - **Data privacy issues**: Data privacy issues in a proposal software solution can occur when sensitive information, such as customer details, pricing strategies, sales quotes, and financial data, are inadequately protected. This can lead to unauthorized access, data breaches, and potential loss of customer trust. Ensuring robust security measures, such as encryption, secure access protocols, and compliance with data protection regulations is crucial. - **Limited customization options**: If a quoting tool doesn't allow you to tailor features, templates, or workflows according to your business needs, it may not support optimal operation or brand consistency. This can result in less efficient operations, potential miscommunication in quotes, and a need for additional manual adjustments, undermining software’s effectiveness and potentially impacting customer satisfaction and business scalability. - **Inaccurate data entry**: Inaccurate data entry in quoting software can lead to pricing and proposal details errors, potentially resulting in financial losses and customer dissatisfaction. When data such as product specifications, pricing, or customer information is entered incorrectly, either manually or through erroneous imports from other systems, it can compromise the accuracy of quotes. This will affect the immediate sales process by requiring additional time to correct errors and harm the business’s credibility and customer relationships. ## How much does quoting software cost? Most quoting tools are priced on "per month" basis, and their entry-level pricing plan ranges from **$15 to $249+ per month\***. An enterprise quoting solution priced higher may include additional features such as activity dashboard, calendar management, client portal, and workflow management. _\*The pricing included is for the entry-level/lowest-priced offerings found on vendor websites as of June 4, 2024._ ## What is quoting software used for? A quoting platform primarily simplifies the creation and management of sales quotes. However, this software can have multiple use cases based on the data fed into the system and the tool's features leveraged. Some of them are: - **Cost tracking**: Quoting software enables you to track costs associated with specific projects or clients, helping you manage budgets more effectively. Using this feature allows you to identify areas where you are overspending, adjust your pricing strategies accordingly, and ensure that each quote reflects the true cost of service or product delivery. - **Automated follow-ups**: Quoting software can automate follow-up reminders for your quotes, ensuring you never miss an opportunity to close a sale. Automated reminders help you maintain consistent communication with potential clients, increasing the likelihood of converting quotes into sales without additional effort on your part. - **Customization and branding**: Quoting software allows you to customize and brand your quotes, aligning them with your business's identity. You can add your logo, use business colors, and format the layout to make your quotes more professional and recognizable, strengthening your brand's presence in all client interactions. ## Which software tools integrate with quoting software? A quoting tool integrates with various solutions. We looked across thousands of reviews from the software users to identify the products users frequently mentioned they integrated with their tools: - Docusign is a [digital signature management software](https://www.capterra.com/digital-signature-software/). Integrating a quoting tool with Docusign allows you to quickly sign and authorize contracts and invoices.  - QuickBooks Online is an [accounting software](https://www.capterra.com/accounting-software/). Integrating it with a quotation software solution facilitates financial data synchronization between the system, supporting financial management.  - Salesforce Sales Cloud is a [customer relationship management (CRM) software](https://www.capterra.com/customer-relationship-management-software/) solution. Integrating it with a quoting solution allows you to manage your leads, track customer interactions, and monitor marketing campaigns. - Stripe is a [payment processing tool](https://www.capterra.com/payment-processing-software/). Integration with Stripe allows you to accept payments via credit and debit cards and other payment methods, including net banking. - Zapier is an [integration software](https://www.capterra.com/integration-software/) solution. It allows you to integrate your quoting software with several other software applications supported by Zapier and automate business processes.  _We identified these integrations mentioned most often in verified reviews of quoting software published on Capterra within the past two years (as of June 4, 2024)._ ## Key considerations when purchasing quoting software - **Consider multi-currency and multi-language support**. A quoting tool with multi-currency and multi-language support helps cater to a global customer base. It efficiently processes transactions across different countries and ensures the quotes are accurate for international clients. It facilitates smoother negotiations, builds trust, and enhances customer experience. - **Analyze the quality of reporting analytics**. Reporting analytics provide insights into sales performance, customer behavior, and market trends. High-quality analytics helps make informed decisions, optimize sales strategies, and identify areas of improvement. They enable tracking for quote conversion rates, average deal sizes, and customer engagement levels. Effective analytics contribute to better forecasting, resource allocation, and enhanced profitability. - **Assess the learning curve**. A features-loaded quoting tool with complex navigation might require dedicated training for employees to use it effectively, increasing the software adoption time and cost. On the other hand, a user-friendly quoting tool ensures employees can get started as quickly as possible, keeping the business process running smoothly. * * * **Source** Products evaluated for the pricing calculation were taken from Capterra’s [quoting software](https://www.capterra.com/quoting-software/) directory. The pricing ranges exclude freemium versions of the products. The features highlighted were identified based on their relevance and the percentage of products in Capterra’s directory that offer them. **Disclaimer:** This quoting software buyers guide was authored by Capterra’s content team. We develop our guides using the author’s expertise, insights from 2M+ unique user reviews, and our proprietary data science algorithms to identify trends in user sentiment, preferences, and priorities. Some text was generated with assistance from AI tools.