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Jobber is perfect for home service businesses that want to keep jobs on track and provide a seamless customer experience. Try it free! Learn more about Jobber
Jobber keeps your jobs on track and your customers informed. Schedule jobs more efficiently, optimize routes, and send quotes and invoices by text. Give your crew the job details they need, see where they are, and get notified when a job is done. Send automatic payment reminders and take payments instantly in-person, online within 24 hours, or automatically every month. With a mobile app, free training, and simple setup, Jobber helps you save time while delivering 5-star service. Learn more about Jobber
Jobber keeps your jobs on track and your customers informed. Schedule jobs more efficiently, optimize routes, and send quotes and invoices by text. Give your crew the job details they need, see where...

Features

  • Contact Management Software
  • Pricing Management
  • Client Portal
  • Product Configurator Software
eRep CPQ simplifies complex sales processes to Select, Price, Quote, Order, and Support with powerful sales activity analytics. Learn more about eRep CPQ
For manufacturers of configurable products in need of a complete quoting portal, eRep's intuitive CPQ optimizes productivity through faster quotes, intelligent workflows, 100% order accuracy, and product document generation, all while delivering advanced reporting and dashboards plus complete commission and discount management. eRep CPQ's out-of-the-box cloud platform solves the challenges faced by modern manufacturers who sell through dealers and distributors Starts at $75/u/m. Minimum 5 users. Learn more about eRep CPQ
For manufacturers of configurable products in need of a complete quoting portal, eRep's intuitive CPQ optimizes productivity through faster quotes, intelligent workflows, 100% order accuracy, and...

Features

  • Contact Management Software
  • Pricing Management
  • Client Portal
  • Product Configurator Software
Infor CPQ helps manufacturers increase sales, reduce costs and differentiate their brands by simplifying configuration. Learn more about Infor CPQ
Infor Configure Price Quote (CPQ) helps manufacturers increase sales, reduce costs and differentiate their brands by automating the engineering, marketing, selling and manufacturing of customized products. Infor CPQ simplifies the configuration of complex product, delivers a self-service quoting and ordering experience, provides dynamic images, drawings and CAD models, generates compelling personalized proposal and is accessible anytime, anywhere, and on any device. Learn more about Infor CPQ
Infor Configure Price Quote (CPQ) helps manufacturers increase sales, reduce costs and differentiate their brands by automating the engineering, marketing, selling and manufacturing of customized...

Features

  • Contact Management Software
  • Pricing Management
  • Client Portal
  • Product Configurator Software
Follow up on every opportunity and win new business by creating professional, customisable, online quotes or estimates on the spot. Learn more about Xero
Xero helps you win new business by creating beautiful, customised quotes on the spot. Never miss an opportunity by sending quotes to your prospective customers as soon as you've discussed the work they'd like done. Customers can accept, decline or comment on the quote with the click of a button, then you can easily edit and resend if you need to. Once the job is done, simply create an invoice from your quote, which they can easily pay online. Learn more about Xero
Xero helps you win new business by creating beautiful, customised quotes on the spot. Never miss an opportunity by sending quotes to your prospective customers as soon as you've discussed the work...

Features

  • Contact Management Software
  • Pricing Management
  • Client Portal
  • Product Configurator Software
ECI JobBOSS provides the necessary business software tools you need to keep your shop efficient, productive and profitable. Learn more about JobBOSS
ECI JobBOSS is a job-based shop management software designed specifically for custom and mixed-mode manufacturers; it is an integrated quote-to-cash solution that offers complete visibility and control of a manufacturing business. Available as a cloud or on-premise software, each option offers flexible pricing models and monthly subscriptions, giving you the power to choose the best solution for your business. Dashboards show the business-critical information in real-time. Learn more about JobBOSS
ECI JobBOSS is a job-based shop management software designed specifically for custom and mixed-mode manufacturers; it is an integrated quote-to-cash solution that offers complete visibility and...

Features

  • Contact Management Software
  • Pricing Management
  • Client Portal
  • Product Configurator Software
Quote & Proposal Automation Anytime, Anywhere designed for IT Solution Providers Learn more about ConnectWise Sell
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
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...

Features

  • Contact Management Software
  • Pricing Management
  • Client Portal
  • Product Configurator Software
simPRO is a powerful field service management software solution that helps businesses generate accurate quotes. Learn more about simPRO
simPRO provides a comprehensive software platform to help commercial & residential businesses streamline operations to increase profits. If you struggle with quoting & estimating, project management, or recurring maintenance, simPRO can help you job cost w/accuracy, design quotes specific to your business, work with the latest catalog pricing, and update your quotes as needed. Generate quotes with accuracy and gain visibility into all aspects of your business with simPRO. Learn more about simPRO
simPRO provides a comprehensive software platform to help commercial & residential businesses streamline operations to increase profits. If you struggle with quoting & estimating, project management,...

Features

  • Contact Management Software
  • Pricing Management
  • Client Portal
  • Product Configurator Software
Canada Local product
Windward Core is the global leader in embedded document generation solutions, allowing users to create any kind of document imaginable. Learn more about Windward Core
Windward Core is the global leader in document generation solutions. Core embeds into applications with only 11 lines of code. It enables users to design templates using business logic and multiple data sources within the familiar landscape of Microsoft Office. Core is fast, easy, and removes human error, transforming the way business professionals create documents. ISVs and OEMs can quickly take their custom solutions with powerful reporting capabilities to the market by integrating with Core. Learn more about Windward Core
Windward Core is the global leader in document generation solutions. Core embeds into applications with only 11 lines of code. It enables users to design templates using business logic and multiple...

Features

  • Contact Management Software
  • Pricing Management
  • Client Portal
  • Product Configurator Software
The leading commerce and client engagement platform for accounting and professional service firms. Proposals, Billing, Workflow in one. Learn more about Practice Ignition
The leading commerce and client engagement platform for accounting and professional service firms. Create and track proposals with built in contracts and engagement letters (terms), bill clients with variable payment options (recurring, one time, etc.) and get important business insights all in one place. Integrates with Intuit, Intuit Quickbooks, Xero, Gusto, Zapier and more to automate workflow effortlessly. Learn more about Practice Ignition
The leading commerce and client engagement platform for accounting and professional service firms. Create and track proposals with built in contracts and engagement letters (terms), bill clients with...

Features

  • Contact Management Software
  • Pricing Management
  • Client Portal
  • Product Configurator Software
Are lengthy quote times eroding buyer interest? Reduce time-to-quote with DealHub's award-winning Quoting (CPQ) software. Learn more about DealHub
Are lengthy quote times eroding buyer interest? Reduce time-to-quote with DealHub’s 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. Native integration with your CRM (Microsoft Dynamics, Salesforce and Freshworks). Learn more about DealHub
Are lengthy quote times eroding buyer interest? Reduce time-to-quote with DealHub’s award-winning quoting software. DealHub's highly intuitive quoting solution minimizes administrative tasks and...

Features

  • Contact Management Software
  • Pricing Management
  • Client Portal
  • Product Configurator Software
In Mind Cloud is the world’s only scalable digital sales platform made for manufacturing that unites CPQ & Quoting with CRM & Commerce Learn more about In Mind Cloud
Automate your quotes consistently accurate on one platform and find the best-match customer solution from standard to lot size 1. This is your ticket to exceeding buyer expectations, 24/7, across all channels. Product Catalog & Smart Selling; Quote Automation, Workflows & Approvals; Product, Service & Solution Configuration; Interactive 2D/3D Visualization in CAD & Maps; Manufacturing Costing & Pricing In Mind Cloud is the world’s only scalable digital sales platform made for manufacturers. Learn more about In Mind Cloud
Automate your quotes consistently accurate on one platform and find the best-match customer solution from standard to lot size 1. This is your ticket to exceeding buyer expectations, 24/7, across all...

Features

  • Contact Management Software
  • Pricing Management
  • Client Portal
  • Product Configurator Software
A complete ERP solution for discrete manufacturers. Full functionality, from Estimating, Scheduling, through to Shipping & Accounting! Learn more about E2 Manufacturing System
Shoptech's E2 MFG System is a complete, fully integrated ERP solution designed for discrete manufacturers utilizing Make-to-Order, Make-to-Stock, Engineer-to-Order, Assemble-to-Order, and Mixed-Mode processes. Full access to whiteboard scheduling, job Gantt charts, work queue dispatching, EDI, Inventory Control, and so much more! Shoptech, an industry leader with over 8,000 Customers and 30+ years in the ERP software arena, sells and supports the E2 MFG System directly! Learn more about E2 Manufacturing System
Shoptech's E2 MFG System is a complete, fully integrated ERP solution designed for discrete manufacturers utilizing Make-to-Order, Make-to-Stock, Engineer-to-Order, Assemble-to-Order, and Mixed-Mode...

Features

  • Contact Management Software
  • Pricing Management
  • Client Portal
  • Product Configurator Software
Tradify is a quoting app built for trade & service based businesses. Quote, schedule, track & invoice on the go. Learn more about Tradify
Tradify is a quoting app designed specifically for trade businesses with 1-20 employees. It contains everything a tradie needs to cut back on admin. Quotes, invoices, timesheets, field service management, purchase orders, scheduling and job reporting. Tradify handles it all with ease. Over 15,000 electricians, plumbers, HVAC, builders, and other trades use and love Tradify across the world. 90% of our customers choose Tradify because its easy to use. Find out why: Learn more about Tradify
Tradify is a quoting app designed specifically for trade businesses with 1-20 employees. It contains everything a tradie needs to cut back on admin. Quotes, invoices, timesheets, field service...

Features

  • Contact Management Software
  • Pricing Management
  • Client Portal
  • Product Configurator Software
For commercial subs and residential remodelers looking to run a more productive business. All-in-one solution with real-time insights. Learn more about Knowify
For commercial subcontractors and residential remodelers only! Run efficiently, paperlessly, and with better insights on job performance than they ever had before. Offers both contract job and dispatch management tools. Syncs with QuickBooks. Features: Detailed quoting, project management, contract management, change order management, ACH/credit card payment processing, RFIs, scheduling, time tracking, progress invoicing, AIA-style billing, and more. Learn more about Knowify
For commercial subcontractors and residential remodelers only! Run efficiently, paperlessly, and with better insights on job performance than they ever had before. Offers both contract job and...

Features

  • Contact Management Software
  • Pricing Management
  • Client Portal
  • Product Configurator Software
Canada Local product
Quoter is a modern, cloud-based quoting platform that helps technology service providers sell more and get paid faster. Learn more about Quoter
Quoter is a modern, cloud-based quoting platform that helps technology service providers sell more and get paid faster. Created by the original developers that built IT Glue, Quoter is lightning fast, friendly to use, and designed to get more people quoting. Our unlimited user pricing plans coupled with our automation workflows allow you to empower more of your staff to sell, without fear of losing control. Learn more about Quoter
Quoter is a modern, cloud-based quoting platform that helps technology service providers sell more and get paid faster. Created by the original developers that built IT Glue, Quoter is lightning...

Features

  • Contact Management Software
  • Pricing Management
  • Client Portal
  • Product Configurator Software
Empower sales, partners and customers to build quotes & configure orders with guided selling or 2D/3D visual configuration software. Learn more about Powertrak CPQ Software Suite
Powertrak is a guided selling, quoting and ordering solution that enables users to quote, configure, and order products or services via its web-based 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 enrich with mobile extendibility. Leverage Powertrak to design products, build quotes, and configure orders anytime/anywhere. Learn more about Powertrak CPQ Software Suite
Powertrak is a guided selling, quoting and ordering solution that enables users to quote, configure, and order products or services via its web-based quote configurator. Whether you're in sales or...

Features

  • Contact Management Software
  • Pricing Management
  • Client Portal
  • Product Configurator Software
Get work won, done and paid with the no-nonsense app made just for trades. Quotes, invoices, scheduling, payments click, click, done. Learn more about YourTradebase
Write quotes, estimates, and invoices, get customer approval, schedule work, take payments, manage teams, make notes and keep everyone in the loop, anytime, on any device. Made for trades, by trades, YourTradebase is a super-fast, no-nonsense app that helps you get work won, done and paid. Its quick, its easy and it saves trades an average of a day a week on paperwork leaving you more time to grow your business and do the things you love. Take it for a spin with a free 30-day trial. Learn more about YourTradebase
Write quotes, estimates, and invoices, get customer approval, schedule work, take payments, manage teams, make notes and keep everyone in the loop, anytime, on any device. Made for trades, by...

Features

  • Contact Management Software
  • Pricing Management
  • Client Portal
  • Product Configurator Software
QuoteWerks is an easy-to-use quoting and proposal solution enabling companies of all sizes to streamline their sales process. Learn more about QuoteWerks
QuoteWerks is an affordable turn-key quoting and proposal solution with over 86,000 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 affordable turn-key quoting and proposal solution with over 86,000 Users in 101 countries. What sets QuoteWerks apart is its 55+ integrations with CRM (such as ACT!, Autotask,...

Features

  • Contact Management Software
  • Pricing Management
  • Client Portal
  • Product Configurator Software
Conga CPQ is designed to help companies configure, price and quote deals accurately, quickly, and easily. Learn more about Conga CPQ
Conga CPQ is the #1 enterprise multi-channel sales tool designed to help companies configure, price and quote deals accurately, quickly, and easily - Click the Button on the Right to watch our Demo. It handles simple to highly complex product & pricing configurations across all sales channels (field, telesales, partners, E-Commerce). It is part of a complete suite of, integrated applications that enable the Quote-to-Cash process: Contracts, Incentives, Billing and Order Mgmt. and E-Commerce. Learn more about Conga CPQ
Conga CPQ is the #1 enterprise multi-channel sales tool designed to help companies configure, price and quote deals accurately, quickly, and easily - Click the Button on the Right to watch our Demo....

Features

  • Contact Management Software
  • Pricing Management
  • Client Portal
  • Product Configurator Software
Streamline your business operations by changing how you quote and sell configurable products and services. Learn more about Configure One
Configure One has the tools to provide comprehensive quotes for customers. Include line items for fully priced configurations, view and edit bills of material from the quoting interface, manage customers, and generate dynamic quote documents. Learn more about Configure One
Configure One has the tools to provide comprehensive quotes for customers. Include line items for fully priced configurations, view and edit bills of material from the quoting interface, manage...

Features

  • Contact Management Software
  • Pricing Management
  • Client Portal
  • Product Configurator Software
iQuoteXpress (IQX) is an affordable, fully supported, sales proposal automation solution. Integrates w/CRM & ERP or use standalone. Learn more about iQuoteXpress
iQuoteXpress (IQX) is an affordable, easy-to-use, fully supported sales proposal automation solution (a.k.a, configure, price, quote, or CPQ). Send more professional and more accurate quotes in less time. IQX integrates with Zoho, Dynamics, Salesforce, Oracle, and more with ease, and includes custom proposal templates, centralized product and pricing configuration, sales quote tracking and reporting tools, and much more. Per-user, per-month pricing. Learn more about iQuoteXpress
iQuoteXpress (IQX) is an affordable, easy-to-use, fully supported sales proposal automation solution (a.k.a, configure, price, quote, or CPQ). Send more professional and more accurate quotes in less...

Features

  • Contact Management Software
  • Pricing Management
  • Client Portal
  • Product Configurator Software
Web based software to let you create proposals faster, make them look incredible, and win the job faster with digital signatures. Learn more about Better Proposals
Better Proposals helps you create your proposals faster, makes them look more professional and gives you all the tools you need to win the job as quick as possible. Knowing when your proposals are opened, forwarded and downloaded helps you follow up at exactly the right time in the most appropriate way. Allowing your clients to sign your proposals online means you can strike while the iron is hot. Sending better proposals creates you a better business. Learn more about Better Proposals
Better Proposals helps you create your proposals faster, makes them look more professional and gives you all the tools you need to win the job as quick as possible. Knowing when your proposals are...

Features

  • Contact Management Software
  • Pricing Management
  • Client Portal
  • Product Configurator Software
Fully integrated, automated, and easy-to-use interface designed to help users sell faster, communicate quicker, and maximize profits. Learn more about Odoo
Sell faster, communicate more efficiently, and maximize profits with Odoo Sales. Quickly send polished quotations, with an easy-to-use eSignature feature and online payment options. Odoo Sales is fully integrated with other Odoo apps, and automates a number of time-consuming tasks, thus freeing users to focus on customer relationships and revenue. Learn more about Odoo
Sell faster, communicate more efficiently, and maximize profits with Odoo Sales. Quickly send polished quotations, with an easy-to-use eSignature feature and online payment options. Odoo Sales is...

Features

  • Contact Management Software
  • Pricing Management
  • Client Portal
  • Product Configurator Software
Canada Local product
YourRadar is a comprehensive solution for commercial & residential service businesses; streamline scheduling, dispatching, & invoicing. Learn more about YourRadar
YourRadar is a field management solution for commercial and residential service businesses. It is an easy-to-use, web-based software that gives you the freedom to work anywhere. You can easily schedule quotes, dispatch work orders, and invoice, all-in-one platform. Your field techs can have the right tools to succeed at every job. The implementation of the software is simple, and staff training is provided to ease the integration process. Book a demo and see YourRadar in action! Learn more about YourRadar
YourRadar is a field management solution for commercial and residential service businesses. It is an easy-to-use, web-based software that gives you the freedom to work anywhere. You can easily...

Features

  • Contact Management Software
  • Pricing Management
  • Client Portal
  • Product Configurator Software
Accelerate sales cycles with streamlined quoting and order capturing, including mobile functionality. Learn more about Cincom CPQ
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
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...

Features

  • Contact Management Software
  • Pricing Management
  • Client Portal
  • Product Configurator Software
Build, track, and eSign your docs all in one place using legally binding online signatures. Learn more about PandaDoc
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
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,...

Features

  • Contact Management Software
  • Pricing Management
  • Client Portal
  • Product Configurator Software
Bitrix24 is #1 free CRM with built in quotes and invoices. Unlimited quotes and invoices 100% free. 8 million clients worldwide. Learn more about Bitrix24
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
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,...

Features

  • Contact Management Software
  • Pricing Management
  • Client Portal
  • Product Configurator Software
Sales Automation, eCommerce, Augmented Reality, eCommerce Marketplace, works online and offline! The premiere patented mobile solution! Learn more about RepZio
The premiere (and Patented) #1 mobile Business to Business sales solution that allows you to bring your products with you no matter where you are, with or without internet access. View all of your products, customers, complete order histories, conduct inventories and sell/share your products from anywhere. Additionally, Sales Reps can access RepZio on ANY connected device with our revolutionary web app. With RepZio you can manage your business anywhere, anytime, on any device! Learn more about RepZio
The premiere (and Patented) #1 mobile Business to Business sales solution that allows you to bring your products with you no matter where you are, with or without internet access. View all of your...

Features

  • Contact Management Software
  • Pricing Management
  • Client Portal
  • Product Configurator Software
Scoro is an end-to-end work management solution that enables you to control your entire workflow in one place. Learn more about Scoro
Scoro is an award-winning end-to-end work management solution that enables you to control your entire workflow in one place. In addition to project management features, Scoro provides all the tools you need to fully manage your business: work & task scheduling and tracking, collaboration, contact database & CRM, quoting and billing, advanced reporting, real-time dashboards, and much more. Sign up for a 14-day free trial to see for yourself! Learn more about Scoro
Scoro is an award-winning end-to-end work management solution that enables you to control your entire workflow in one place. In addition to project management features, Scoro provides all the tools...

Features

  • Contact Management Software
  • Pricing Management
  • Client Portal
  • Product Configurator Software
The easiest to use omnichannel solution that brings together configure price quote (CPQ), B2B Ecommerce, and complete sales enablement. Learn more about Verenia CPQ
Combined CPQ, CRM & B2B Ecommerce solution for manufacturers and distributors. Streamline sales from the inside to the outside, including dealer and distributor channels. Provide error-free quoting for simple and complex configurations, shorten sales cycles, and modernize your selling today. NetSuite user? Verenia also offers the only CPQ solution that is 100% native to Netsuite, not a plug-in or extension. Trusted by companies like Yamaha Motors, Bennington Marine, and Lovesac. Learn more about Verenia CPQ
Combined CPQ, CRM & B2B Ecommerce solution for manufacturers and distributors. Streamline sales from the inside to the outside, including dealer and distributor channels. Provide error-free quoting...

Features

  • Contact Management Software
  • Pricing Management
  • Client Portal
  • Product Configurator Software
Manage mobile workforces with Synchroteam field service management (FSM) software. Create your free trial in <1 minute. Live support. Learn more about Synchroteam
Manage mobile workforces efficiently, streamline and optimize costs for businesses with Synchroteam field service management software. Synchroteam offers tracking, scheduling, dispatch, job management, reporting, CRM, quoting and mobile payment capabilities. Cloud-based SaaS with iOS and Android mobile apps. Integrates with Quickbooks and Zoho. Create your free trial in <1 minute and get organized with our affordable, powerful and customizable field service solution. Live support. Learn more about Synchroteam
Manage mobile workforces efficiently, streamline and optimize costs for businesses with Synchroteam field service management software. Synchroteam offers tracking, scheduling, dispatch, job management...

Features

  • Contact Management Software
  • Pricing Management
  • Client Portal
  • Product Configurator Software
The next generation of PSA tool. Complete professional services automation package for software and services businesses. Learn more about HarmonyPSA
CloudBlue PSA 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
CloudBlue PSA supports the entire business lifecycle, from lead generation to contract renewal. It is designed and built specifically for software and services businesses, automating business...

Features

  • Contact Management Software
  • Pricing Management
  • Client Portal
  • Product Configurator Software
Bit2win CPQ cloud SaaS suite enables organizations to automate and optimize product configuration, quote creation and orders capture. Learn more about bit2win CPQ
Bit2win CPQ empowers sales, partners and customers to configure complex products/services, deliver accurate quotes and create smarter deals with most updated product and pricing information. Bit2win, designed for enterprises going digital and for sale processes and quoting automation, enables sale of tangible goods & subscriptions, recurring and use-based pricing, bundles and amendments to existing service contracts and provides among the top out-of-the-box pricing functionality on the market. Learn more about bit2win CPQ
Bit2win CPQ empowers sales, partners and customers to configure complex products/services, deliver accurate quotes and create smarter deals with most updated product and pricing information. Bit2win,...

Features

  • Contact Management Software
  • Pricing Management
  • Client Portal
  • Product Configurator Software
Quote, Propose and Close Anything in Minutes with GleanQuote. Learn more about GleanQuote
GleanQuote Guided CPQ gives your reps the tools to navigate your product and pricing landscape and make the right decisions at every step of the quoting process. Help your reps quote the right configuration and the right pricing in minutes instead of days. Learn more about GleanQuote
GleanQuote Guided CPQ gives your reps the tools to navigate your product and pricing landscape and make the right decisions at every step of the quoting process. Help your reps quote the right...

Features

  • Contact Management Software
  • Pricing Management
  • Client Portal
  • Product Configurator Software
Easy to use, fully scalable and surprisingly affordable cloud based print procurement management system. Number 1 worldwide! Learn more about 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 specs to project delivery including: RFQ's, supplier pricing, price proposals, communication tracking, deadline tracking and more, Also includes pricing analysis, project management and powerful custom reporting. Buy today, use tomorrow - easy. If you buy print - you'll love P3! Learn more about 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...

Features

  • Contact Management Software
  • Pricing Management
  • Client Portal
  • Product Configurator Software
Canada Local product
A configure, price & quote (CPQ) solution that facilitates sales configuration, RFP management, sourcing, procurement & collaboration Learn more about ASC Pricing and Quoting
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
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...

Features

  • Contact Management Software
  • Pricing Management
  • Client Portal
  • Product Configurator Software
Cloud-based software designed to automate your RFQ gathering and quote generating workflow. Learn more about VistaQuote
Cloud-based software designed to automate your RFQ gathering and quote generating workflow. Receive RFQ emails from your favorite listing services, just like you always have. VistaQuote finds your RFQs, cleans up your inbox, and then translates them for rapid response inside VistaQuote. VistaQuote rules can route RFQs and alert you on critical sales opportunities based on your preferences. View real time business data on the spot, for fast pricing decisions, with one click. Mobile app included. Learn more about VistaQuote
Cloud-based software designed to automate your RFQ gathering and quote generating workflow. Receive RFQ emails from your favorite listing services, just like you always have. VistaQuote finds your...

Features

  • Contact Management Software
  • Pricing Management
  • Client Portal
  • Product Configurator Software
FloQuote is a brand new software application that allows you to make estimates from information, images and videos that the client send Learn more about FloQuote
FloQuote is a brand new software application that allows you to make estimates from information, images and videos that the client send Learn more about FloQuote
FloQuote is a brand new software application that allows you to make estimates from information, images and videos that the client send

Features

  • Contact Management Software
  • Pricing Management
  • Client Portal
  • Product Configurator Software
Keap's platforms, Lite, Pro, Max and Max Classic (formerly Infusionsoft) provide all-in-one CRM, sales, and marketing automation softwa
Grow your business with the all-in-one CRM, sales & marketing software for serious business owners. Our platform organizes your customer information and daily work in one place, freeing you up from repetitive tasks so you have more time to focus on growing your business.
Grow your business with the all-in-one CRM, sales & marketing software for serious business owners. Our platform organizes your customer information and daily work in one place, freeing you up from...

Features

  • Contact Management Software
  • Pricing Management
  • Client Portal
  • Product Configurator Software
The fastest, easiest, and highest value Quoting Software. Automate everything from customer estimates to getting paid.
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.
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...

Features

  • Contact Management Software
  • Pricing Management
  • Client Portal
  • Product Configurator Software
Qwilr is a document design and automation tool for sales teams, including e-sign, analytics and smart integrations.
Create the perfect proposal, pitch, sales quote and more with Qwilr. Stand out from the crowd with Qwilr's easy to use page builder, extensive image and video library, designer-created templates and more. Add interactive quotes, e-sign, and automate essential sales tasks with integrations to your CRM and business software. Move conversations forward faster with page notifications and analytics on how the page is viewed.
Create the perfect proposal, pitch, sales quote and more with Qwilr. Stand out from the crowd with Qwilr's easy to use page builder, extensive image and video library, designer-created templates...

Features

  • Contact Management Software
  • Pricing Management
  • Client Portal
  • Product Configurator Software
The app for small business. Schedule jobs, create quotes and invoices, complete OH&S forms and even take credit card payments.
ServiceM8 is for small service businesses with less than 30 staff. Powerful management of estimates, scheduling, invoicing, maintenance schedules, safety reports, customers & much more. Cut admin time dramatically by sending invoices directly into Quickbooks Online or Xero. ServiceM8 is simple to use, quick to get started and we have a free trial, so why not give it a go today?
ServiceM8 is for small service businesses with less than 30 staff. Powerful management of estimates, scheduling, invoicing, maintenance schedules, safety reports, customers & much more. Cut admin...

Features

  • Contact Management Software
  • Pricing Management
  • Client Portal
  • Product Configurator Software
Canada Local product
Proposify's the proposal software that gives you control and visibility into the most important stage of your sales process. The close.
Proposify is the online proposal software that gives control and visibility into the most important stage of your sales process. From deal design to sign-off, get the confidence and flexibility to manage and close all your quotes, contracts, and proposals. Create impressive sales documents that stay consistent and error-free. Receive the insights to scale your process, make timely engagements, and accurately forecast. And deliver a seamless sign-off experience for your customers and prospects.
Proposify is the online proposal software that gives control and visibility into the most important stage of your sales process. From deal design to sign-off, get the confidence and flexibility to...

Features

  • Contact Management Software
  • Pricing Management
  • Client Portal
  • Product Configurator Software
RFP360 empowers sourcing and procurement teams to centralize their entire RFx (RFP, RFI, RFQ) process in a single, digital workspace.
RFP360 empowers sourcing and procurement teams to centralize their RFx process — collecting insights, evaluating proposals and working with colleagues and vendors in a single, digital workspace. In addition to making smarter buying choices, customers improve efficiency, mitigate risk and increase engagement when issuing RFPs, RFIs, RFQs, vendor assessments and more. Our request management software introduces digital transformation and automation into sourcing routines.
RFP360 empowers sourcing and procurement teams to centralize their RFx process — collecting insights, evaluating proposals and working with colleagues and vendors in a single, digital workspace. In...

Features

  • Contact Management Software
  • Pricing Management
  • Client Portal
  • Product Configurator Software
Cloud based custom manufacturing solution with quoting, business intelligence, employee management, and more.
ShopVOX is a comprehensive web-based, easy to use management solution for custom fabricators. Our solution includes everything you need to run your shop - sales lead tracking, quoting, work orders, purchase orders, job management and scheduling, online proof approvals, Quickbooks integration, business intelligence, online credit card payments through Authorize.net, and much more. Perfect for - Sign companies - Printing companies - Apparel companies - Custom manufacturers - Job shops
ShopVOX is a comprehensive web-based, easy to use management solution for custom fabricators. Our solution includes everything you need to run your shop - sales lead tracking, quoting, work orders,...

Features

  • Contact Management Software
  • Pricing Management
  • Client Portal
  • Product Configurator Software
Top rated all-in-one solution designed for service businesses. Easily manage your jobs from when they come in until they are paid.
Whether it's residential call-outs or large commercial jobs, Fergus full-service job management software for trades and service businesses gives you all the tools you need to run a successful business. Built by a plumber, Fergus takes care of all the details from quoting, scheduling and invoicing through to managing your team and Health & Safety. With more than 10 million jobs already created in Fergus, our visual workflow can help you manage all of your jobs on the go, whether it's 3 or 300.
Whether it's residential call-outs or large commercial jobs, Fergus full-service job management software for trades and service businesses gives you all the tools you need to run a successful...

Features

  • Contact Management Software
  • Pricing Management
  • Client Portal
  • Product Configurator Software
Invoice2go makes it easy to send invoices & estimates, accept online payments and manage your business. Free 30 day trial.
Send professional invoices and estimates with Invoice2go. Try it free for 30 days. Easily create and send custom invoices with a few clicks, accept payments online and manage your business at-a-glance with business insights reporting. Looking for more tools to run your business? Invoice2go also features appointment scheduling, time tracking, expense tracking and more. Try our newest profiles and review features to increase visibility online and earn customer trust.
Send professional invoices and estimates with Invoice2go. Try it free for 30 days. Easily create and send custom invoices with a few clicks, accept payments online and manage your business...

Features

  • Contact Management Software
  • Pricing Management
  • Client Portal
  • Product Configurator Software
Proposable empowers your company to create, deliver and track your quotes without the headaches.
Proposable empowers your company to create, deliver, and track all your quotes without the headaches. From creating and sending trackable web-based quotes, to closing the deal with integrated eSignatures, Proposable automates the entire quoting and proposal process from start to finish.
Proposable empowers your company to create, deliver, and track all your quotes without the headaches. From creating and sending trackable web-based quotes, to closing the deal with integrated...

Features

  • Contact Management Software
  • Pricing Management
  • Client Portal
  • Product Configurator Software
A single platform for all your project management needs; from quotes to timesheets, job tracking, and costing, reporting and more.
A single platform for all your job management needs, used by 10000+ service businesses globally. See all your expenses in the job costing system and don't get stung with nasty bills. Instantly know how costs and invoices are stacking up in the job order costing system. See your estimated costs broken down into individual tasks. Measure actual costs as they come in, to see if your staff are quoting accurately. Get full visibility and view job profitability at a glance. Try it now for free!
A single platform for all your job management needs, used by 10000+ service businesses globally. See all your expenses in the job costing system and don't get stung with nasty bills. Instantly know...

Features

  • Contact Management Software
  • Pricing Management
  • Client Portal
  • Product Configurator Software
Online quoting tool that allows to accept quotes instantly, and integrates with Xero and QuickBooks Online.
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.
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,...

Features

  • Contact Management Software
  • Pricing Management
  • Client Portal
  • Product Configurator Software

Quoting Software Buyers Guide

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

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 tool 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 tool 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.

Typical features of quoting tool

  • 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.

Considerations when purchasing quoting tool

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