Best List of Quoting Software Applications & Tools

Infusionsoft 384

Don't Compromise. Get Sales & Marketing Software That Works

Infusionsoft provides a CRM, marketing automation, eCommerce and payment solution, along with a vibrant marketplace of apps, integrations & strategic consultants

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KashFlow 24

Accounting software for small businesses

KashFlow is an incredibly easy to understand financial accounting software for small businesses with focus on the UK. No accounting knowledge required. And the free trial really is free - no credit card needed. With our web-based accounting software, you can save time, be better organised and have a better insight into your financial position by using KashFlow Online Accounting. The software has been built with the small business in mind. We know that you want to spend your time on what you do, not struggling with complicated accounting tools trying to understand how it works. That's why this online accounting software gives you everything you need: from quotes to invoicing, cashflow management to VAT reports and everything else you need at your fingertips to keep your business running smoothly and you focused on doing what you do best - running your business.

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Invoice2go 13

Create & send professional invoices across every device

Invoice2go allows business and independent users to create and send professional invoices via smartphone apps, while tracking expenses and accepting payments

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WorkflowMax 53

Xero owned financial project management software for SMBs

WorkflowMax lets you manage all your job management & project management needs in a single, seamlessly integrated system. Features lead management, quotes, time sheeting, job tracking & costing, project management & reporting, invoicing, add-on integrations & more. If you run a service business & track your time, WorkflowMax is likely perfect for you!

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Teamleader 8

CRM, invoicing and project planning in a single tool

CRM, invoicing and project planning in a single tool. Teamleader helps small business owners in their quote-to-cash process.

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PandaDoc 243

The Future of Documents

PandaDoc is the total digital document solution, designed for efficiency. Create, send, track, and eSign documents -- all from one simple and easy-to-use platform

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ServiceM8 218

We're for small business

ServiceM8 is a cloud-based solution that helps field service organizations manage their business. ServiceM8 guides users from creating job quotes to invoicing and payment collection, and provides real-time information on what jobs are active, what quotes have been issued to clients, and where and when employees are at client sites.

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Proposify 117

Design/ marketing proposal software

Proposify is online proposal software for the web design and marketing industries, We know how challenging writing and create proposals can be, we understand that pain point all too well. Proposal writing was always a chore for us and we wanted a better way, so that’s why Proposify was born! The powerful custom design editor allows users to easily customize the look of the proposal, combining the functionality of Adobe Indesign, Google Docs, and Microsoft Word and Power Point to make creating proposals easy. More than just a document editor with design tools, it also streamlines the entire proposal writing workflow.

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ServiceBox 35

Service industry work management

ServiceBox is a field service management software for service companies to manage contracts, work orders, quotes, scheduling and more. The service industry specific software was built to automate and streamline the common, day-to-day operations of service companies. The main features of ServiceBox fall under 9 key business areas: Maintenance, Scheduling, Quotes, Work Orders, Contracts, Job Sites, Invoices, Customers and Time Sheets.

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SteelBrick 21

Next generation Configure Price Quote (CPQ) apps

SteelBrick, a unit of Salesforce, provides easy-to-use, next generation Configure Price Quote (CPQ) apps that are 5 to 10 times faster and easier to deploy than traditional CPQ applications. SteelBrick CPQ is built on the Salesforce1 Platform, so users can create accurate and professional sales quotes quickly and error-free on any device, without leaving the Salesforce1 Sales Cloud. Unlike other CPQ solutions that can take a year or more to go live, SteelBrick provides out-of-the-box CPQ that simply works, with most customer implementations completed in just a few weeks. Customers love us – just read our reviews. It’s Next Generation CPQ!

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Qwilr 186

Replace PDF sales docs with beautiful, interactive webpages

Replace your PDF quotes, proposals and presentations with interactive and mobile-friendly webpages that are as easy to build and reuse as they are beautiful.

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QuoteWerks 21

Quoting & Proposal CPQ Solution Integrating w/ your systems

QuoteWerks is a web-based configure price quote (CPQ) software solution which enables companies of all sizes to create, edit & view quotes and proposals online

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Quote Roller 6

Create, send, track, and sign business proposals online, fast and easy.

Quote Roller is a web-based software that helps to create, send, organize, track and e-sign business proposals with ease. Impress your clients with beautiful proposals created in minutes, not the usual hours. -Create proposals out of proven, sector-specific templates or create and reuse your own -Auto-insert your products, services and optional pricing catalog -Include images, videos and hyperlinks -Send proposals in PDF or web formats, which clients can discuss, accept and securely e-sign -In-proposal analytics empower your followup by allowing you to know right away when a client opens your proposals, what they've looked at and for how long.

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ProEst 23

Construction estimating software

ProEst offers a solution for contractors of all types to calculate costs, create estimates, manage the bid day process and generate reports and proposals.

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Bidsketch 9

Proposal software and templates

Bidsketch proposal software allows you to create proposals in minutes using customizable templates and additional features. Choose your design and add reusable content, pricing information and media. Add an electronic signature feature and a custom client landing page. Embed images and videos to be viewed online by your clients. Design templates allow you to use your own HTML/ CSS designs. All your templates will be saved and made available in a variety of colors. All templates are downloadable and exportable in PDF. Bidsketch allows you to mark specific fees as optional so that you clients can accept or decline additional services as they go through your proposal.

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PackManager 1

Software to power your contract packaging operations

PackManager is an end-to-end system designed to meet the specific needs of contract packaging operations. Choose all or some or the different features available: Quoting, Planning, Warehouse Management (WMS), Production, Quality Control, Invoicing, Reporting, and Customer Portal. Main benefits include getting real-time visibility into ongoing operations on your shop floor, better traceability of lot codes and expiry dates, and seamless integration with your customers' core systems (like SAP).

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Freightview 168

Compare your LTL rates faster

Does your company have accounts with multiple LTL carriers and brokers? Does your shipping department run quotes on their websites to figure out which one to use each time? (Or should they be doing that to make sure you're always getting the best deal?) Then Freightview is for you. Freightview pulls all of your own negotiated LTL rates into one place. When you can see all of your pricing on one page, it's easy to compare your options and pick the best one. Then you can schedule pickups, prepare bills of lading, print shipping labels and track your shipments from pickup to delivery. Your unified address book means you never have to type an address twice. Plus you can visualize all of your shipping data as charts, graphs, reports and spreadsheet download. Freightview is free to try for a month — with no credit card or commitment —. Try it out today!

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1CRM 38

Doing Business, Better

1CRM is an all-in-one CRM solution which stands out as cost-effective, and comprehensive. Order Management, Service Management, Project Management, Timesheets, Expense Reports, and Vacation Tracking are all included in every version of 1CRM, starting at $12/user/month.

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Octiv 7

Document Generation and Contract Management Software

Octiv provides cloud-based productivity software built for sales teams. Using the platform, you can dynamically assemble and deliver presentations, proposals, contracts and more.

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Proposable 6

Online proposal software for proposal creation, delivery and management

Proposable is an online proposal creation tool that allows you to create proposals in minutes based on a library of your commonly used templates. You can share and collaborate on these proposals with your team members before they get send out. Deliver these proposals instantly online and be kept up to date with a real time overview of all your deliveries. Get notified by text or email as soon as your proposals are opened, read and commented on by their receiver. You can use the software to see who is looking at which proposal and how long they spend viewing each section.

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Megaventory 41

Order and Inventory Management, Manufacturing, Reporting

Megaventory is one of the most cost-effective cloud inventory management and order fulfillment software solutions with strong manufacturing and reporting capabilities aimed at small and medium businesses.

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Apttus CPQ 16

Configure Price Quote

Apttus enables sales channels to sell more, sell bigger, and sell anywhere on the cloud. Built within the Salesforce1 platform, Apttus CPQ boosts sales effectiveness by guiding users to the best possible quotes for all products, pricing, and channels. In addition, by integrating quoting software with your contract processes, you can automate renewal quotes based on previously agreed upon pricing and terms. Apttus CPQ software is a key component of the Apttus Quote-to-Cash solution, allowing sales organizations to speed time to revenue, prevent revenue leakage, and reduce risk. - Enhance Sales Effectiveness with System-Driven Guidance: Improve deal size and close rates by providing all channels the latest product and pricing insights - Quickly Scale Your Business: Leverage your Salesforce investment to drive productivity and global growth - Sell Anything, From Anywhere, On Any Device: With mobile capability, sales channels can close deals no matter where they are

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RFP365 56

Online request for proposal software for RFPs, RFQs, and RFIs

RFP365 allows you to automate the request for proposal creation process. This software can be used to issue as well as to respond to RFPs. Procurement teams can use the tool to speed up the timeframe for procurement by reusing RFP templates, scoring responses online and improves their communication with vendors. Vendors can use RFP365 to respond to request for proposals. They can use the tool to search for and use old responses, online collaboration features enable them to work together and manage deadlines.

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YourTradeBase 9

Easy software for trades and services

YourTradeBase is easy web-based software for tradespeople and service businesses who want to grow their business and do less admin. Perfect for builders, plumbers, electricians, HVAC, landscapers, and tradesmen working in the construction industry who want to spend less time on admin and delight their customers. Save hours on paperwork with professional quotes, estimates, invoices, receipts, job sheets and more that can be created in minutes. Stay organised by tracking what needs to be sent, and what needs to be chased. Customers are sent reminders and follow-ups in just a click. Win more work by sending quotes on the go, and get paid quicker by sending invoices instantly from any mobile or tablet device. Try it free with an unlimited 30-day trial, with plans starting at £5/$9 a month.

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Contract Logix 5

Contract Management Software

Since 1997, Contract Logix has been a leading provider of contract management software, offering a wide variety of software products, services and managed hosting solutions. Contract Logix software has been deployed to hundreds of customers in 50+ industries worldwide. Contract Logix contract management software streamlines the contract management process, drastically reducing contract management time, and simplifying contract administration. Whether you're looking to manage risk, ensure compliance, improve contract renewal rates, reduce contract turnaround times, or better organize and manage your contracts, Contract Logix contract management software can help. It provides centralized storage of your contracts and agreements with proactive reminders as well as comprehensive tracking and reporting using secure, role-based access to your team from anywhere at any time.

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Configure One 10

Web-based pricing and quotation management software

Configure One's enterprise product configurator is a web-based quotation management solution with integrated modules to automate quote-to-production process

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Oracle CPQ Cloud 1

CPQ software & Quote-to-Cash app

Oracle CPQ Cloud is configure, price, and quote (CPQ) software and a Quote-to-Cash management solution to turn sales opportunities into revenue faster. Oracle CPQ Cloud is used to improve sales process and increase efficiency by automating the production of sales proposals and quotes. The Oracle CPQ Cloud's BigMachines products enables you to manage the entire Quote-to-Cash process and is integrated with Oracle's suit of customer experience (CX) solutions. Oracle CPQ provides guided selling tools to help sales staff and customers alike find the right products and services to include in orders and proposals. You can use this solution to generate accurate, branded orders and proposals directly from your CRM system. Improve the quote creation process with incorporated up-selling and cross-selling recommendations and by defining consistent pricing and discounting rules.

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Precoro 39

Cloud-based spend management software for SMBs

Precoro is a cloud-based spend management system designed to help SMBs organize their procurement management processes effectively & efficiently

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TRADOGRAM 8

Control Spend. Lower Costs.

Cloud-based procurement management software for managing direct and indirect purchases

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CallidusCloud CPQ 5

CPQ (Configure, Price, Quote) solution for sales document production

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

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ConnectWise Sell 27

Quote. Propose. Close.

ConnectWise® Sell™, formerly Quosal, offers technology solution providers of all sizes a cloud-based quoting solution to shorten their sales cycle, optimize operations, and boost margins. Visit www.connectwise.com/software/sell to find out more today.

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HarmonyPSA 13

The next generation of professional services automation.

HarmonyPSA supports the entire business lifecycle, from lead generation to contract renewal. It is designed and built specifically for software and services businesses, automating business functions in a single platform available from the cloud on any device. Gain valuable insight With all the functionality you need in one place you’ll have the visibility to see what’s going on at the highest level and make more informed decisions. Increase billing With integrated time tracking systems and streamlined, automated billing you can bill more quickly and accurately. Contract management functionality eliminates revenue leakage and so improves profitability. Grow sales Convert more of your sales pipeline using our campaign management tools. Maintain and grow your existing customer base by providing exceptional customer service. Streamline operations Defined workflow processes will ensure that work gets done the way you want it to, every time, saving time and resources

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QuoteBase

Create effective and beautiful price quote

With QuoteBase, you can create beautiful price quotes that your customers will love. Create customized quotes within minutes by using the web interface or by sending an email to the app. You can also collaborate with members of your team and get the quote prepared faster.

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Cincom CPQ 1

The CPQ Solution for Manufacturers of Complex Products

Cincom CPQ™ is a configure-price-quote platform that dramatically improves the buying experience for your customers. Beginning with product configuration, the application creates real-time pricing and quoting of those configurations, and delivers a proposal on the spot. With expert knowledge at their fingertips, your sales reps and dealers have everything they need to sell. But more importantly, your customers have everything they need to make a buying decision quickly.

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SymVolli

Organizational management system for sales teams

SymVolli is a powerful Sales Performance Management tool that can revolutionise the effectiveness of company’s workforce. By understanding the sales process, managing and monitoring it, it is possible to deliver a pipeline that has credibility and leads to accurate and consistent sales forecasts. This is easily achieved with SymVolli because it takes snapshots of the sales forecasts presented by sales teams over time, holds them in a database and produces trends and variations from the "norm" to encourage and enable accurate sales forecasting to build trust in the figures for senior management.

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BlueprintCPQ

CPQ Software (Configure, Price, Quote). Complexity made easy

BlueprintCPQ is heading the way in 'Lead-to-Order' process, helping guide users with personalised and informative content at key buying stages.

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Nirvaha

Quotes, Billings & Commissions Software

Nirvaha's Quotes, Billings, and Commissions software serves to automate both quote and order creation, commission plans and payments as well as tracking for deliverables, billings, and revenue recognition. Nirvaha's detailed dashboards provide real time visibility on sales related financial information, and offer integration with both QuickBooks and SalesForce com.

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Sofon Guided Selling 31

Sales Configurator Software

With Sofon Proposal Organizer, complete and error free quotations, orders, contracts and other sales documents can be easily created. Product configuration, calculation, visualization and document generation are all supported. Online, offline and on internet. Sofon Studio is the management module for all information that is used in Sofon Proposal Organizer and Sofon Sales Configurator. This information, including costs, configuration and calculation rules, visualization rules, texts, illustrations etc, is transparently and easily stored in Sofon models. Sofon Sales Organizer offers all functionality you may expect from robust CRM systems for customer driven businesses. In case you already use a CRM system, or you prefer another CRM system such as Microsoft CRM, Salesforce or Siebel, your system of choice will easily work with Sofon. Sofon Connect ensures seamless integration between Sofon Guided Selling and other software such as ERP, CRM, CAD and PDM.

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Idronic 2

Manufacturing software made easy!

LaserQuote by Idronic is a powerful, web-based software solution designed to support the unique needs of contract cutting companies, sheet metal workshops and metal fabricators. With LaserQuote, companies have an easy-to-use, specialized solution that simplifies and optimizes all business processes.

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Mosspaper 6

Quote & contract creation & management

Mosspaper is a mobile-friendly quote & contract management solution which enables small businesses to create, sign, track & accept quotes and contracts

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FinancialForce SCM 3

A SCM suite that manages quotes, orders, inventory and spend

A robust native Salesforce Platform suite that manages Inventory, Spend and Order Fulfillment. FinancialForce SCM's features include a powerful quoting tool, flexible price lists and EDI integration. Manage Inventory with Warranty, RMA, Inspection, Receiving and Shipping modules.

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Amphis Customer 1

Easy to use Contact Management, Quotes, Invoicing, Jobs and CRM

Easy to use CRM Software, Contact Management, Quotes, Invoicing and Jobs. Single or multi-user. Instant access to Customer Details and Documents. Create Quotes and Invoices in seconds. Invoices tracked and Payment Reminders sent at the click of a button. Appointments, Reminders and Today view to keep you organized. Outlook integration. Mail Merge and Email Marketing. Jobs and Job Sheets. Send SMS Messages. Documents eg Invoices can be emailed as PDF files. Custom fields to store data specific to your business. Custom reports to provide the information your business needs. Client details can be imported from a spreadsheet or from Outlook. Export customers and transactions to Sage to keep your accountant happy. Supplier details, Invoices and Payments. Price includes Support and Upgrades. Download a Free 60 Day Trial from our web site. Reached the Final for a CRM Award in the Software Satisfaction Awards 2011 and 2012

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PROS Smart CPQ

Deliver sales automation with PROS Smart CPQ

PROS Smart CPQ automates the configure, price, quote process empowering your sales to create accurate, tailored solutions for each customer, every time.

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camos Configurator

Sales

The product configurator camos Configurator is the leading technology system for accurate configuration of products with many variants and/or complex products within the industry. The sales team can configure customer-specific products without expert knowledge and prepare technically correct and precisely calculated quotations.

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Experlogix CPQ

Proposal management, quoting, and product configurator

Experlogix CPQ is a quote & order automation platform for ERP & CRM systems to support the entire quote-to-order process for manufacturers & high tech companies

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Black ICE CRM 1

Your customers, in detail

Black ICE CRM is a web based CRM application covering Leads, Accounts, Quotes, Orders, Invoicing, Potential Tracking, Product Management, Stock Management, Email Marketing, SMS Marketing, Project Management and much more. The multi lingual (over 17 languages supported) and multi currency CRM is web based and offered as a hosted service or it can be installed at a client location. Starting from just £12 ($18USD) per user per month, the CRM offers real value to all types of businesses. Black ICE CRM can be customised to fit your business, with additional fields and workflow customisations available. We are a UK based company, and host in European and UK data centre's using the fastest backbones to ensure fast connections to the CRM worldwide.

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Powertrak CPQ 6

Cloud-based CPQ solution suite

Powertrak CPQ is a quoting, guided selling and ordering solution that offers 2D & 3D product configurations with virtual reality experiences.

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PROMYS Enterprise PSA 23

The next generation in enterprise PSA software

PROMYS enterprise PSA customers quote more competitively, plan projects more proactively & consistently hit their Help Desk/SLA & profitability targets.

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P3 Software

Cloud-based print management software solution

P3 Software is a web-based print management software for print buyers and resellers that helps to automate procurement and sourcing of print materials

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Apptivo Estimates 150

Accurate & elegant estimates

Apptivo Estimates is a quotation and estimation software that lets you create accurate and corresponding estimates which are then emailed straight to your customers for their approval and then payment. Apptivo Estimates generates invoices based on a number of preset templates (or your own custom styles) and takes care of distribution.

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Tradify 85

Mobile Job Management For Trade & Service Businesses

Tradify is job management software designed for trade & service based businesses with features for quoting, scheduling, tracking & invoicing on the go.

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Quotient 78

Online Quoting and Proposal Software

Quotient is a cloud-based quoting software to create, present, send and approve quotes online. With Quotient you can create professional, custom branded quotes and save templates to automate the quote creation process in the future. You can use Quotient to track the progress of your quotes and your clients have the ability to accept quotes online. Keep all your quotes securely archived in one application to make quotes easy to search and retrieve. Keep on top of quote progress and archive quotes that don't get approved after certain time periods. The quoting software can also be used to measure the performance of your quotes through reporting and analysis.

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Fergus 35

Job management software for plumbers & electricians

Fergus is a cloud-based job management solution for electricians and plumbers, covering quoting, invoicing, timesheets, scheduling, reporting, and more

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Socket 20

Online Quoting Software

Socket is online quoting software for sales teams. Features include quote and proposal automation, contact management, tracking and analytics, and online payments.

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QuoteOnSite 19

Quotation, invoicing & messaging for SMBs

QuoteOnSite is a quotation, invoicing, and messaging platform for small to medium-sized organizations that want to improve the speed & professionalism of quotes

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KBMax 3D CPQ 5

Cloud-based CPQ solution for enterprises and SMBs

KBMax 3D CPQ is a cloud-based solution which helps businesses manage key activities in the costing, pricing, configurating & quoting process of product selling

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Quote2Profit 3

Cloud-based quoting solution

Quote2Profit is a cloud-based quoting system which enables SMBs to create professional quotes online as well as track the status of quotes, invoices & payments

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WinWeb Invoicing App 2

The fastest way to get paid

Regardless of where your customer actually is, you can send them an electronic invoice through the Invoicing app at no extra cost to your business. If you don’t invoice electronically then you will be spending a lot of money physically sending out invoices across the world.

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ProjectQuoting.com 2

Quoting for gardeners, roofers, fencers & landscapers

ProjectQuoting.com enables lawn care & landscape companies, roofers, & more, to measure properties remotely, generate quotes, & deliver them to customer inboxes

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Smart CPQ by FPX 1

Smart CPQ by FPX transforms buying and selling processes

Over three decades ago, FPX’s Configure-Price-Quote® (CPQ) gave life to sales force automation. At the time, the ability to streamline the sales process, maximize sales effectiveness and boost revenue was unlike anything ever seen before. Today, FPX continues to lead through innovation by offering Smart CPQ. Part of an Experience Management Platform (XMP) of applications, Smart CPQ goes beyond standard pricing and quoting by offering predictive applications that harness big data to build ideal order configuration.

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Nirvaha Quoting

Quote Software

With Nirvaha Quoting, organizations can create quotes from their pre-existing templates and item lists in seconds. With the click of a button, users can specify rich text document templates (including images) to be used for creating quotes. Sales teams can then create quotes automatically by selecting items, units and discounts. Once created, quotes are easily shared for review or approval, dramatically reducing time spent in the quote creation process.

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Vendavo Deal Guide

Deal guidance software for Salesforce

Vendavo Deal Guide is a deal guidance solution for B2B sales teams. Vendavo arms sales teams with analytical & pricing contexts to optimize deal discussions

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Onsight

Product catalogue & ordering app for distributors

Onsight is a mobile sales app for distributors, wholesalers and manufacturers with outside sales teams. Onsight helps improve sales performance by speeding up the ordering process. Sales reps use their mobile devices to show new products to customers and to quickly create quotes and orders whilst on the road, even when they are offline. Onsight also allows merchandising reps to perform retail audits and merchandising inspections using their mobile device. The Onsight app is available on iPad's, iPad Mini's, Windows 8 tablets, 7- and 10-inch Android tablets and Android phones.

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FinancialForce CPQ Advanced Quoting

CPQ (Configure Price Quote) Advanced Quoting

FinancialForce CPQ Advanced Quoting is a CPQ app native to the Salesforce Platform that enables teams to effectively configure, price & quote goods & services

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ASC Pricing and Quoting

Configure, price & quote (CPQ) for buy-side & sell-side

ASC Pricing and Quoting is a CPQ (configure, price & quote) platform that facilitates sales configuration, RFP management, sourcing, procurement & collaboration

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Eos CPQ 36

World's Most Used & #1 Rated CPQ

EosCPQ is a cloud-based configure, price and quote software which enables sellers to connect with customers and convert leads to sales

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Qvidian Software 30

Cloud-Based RFP and Proposal Automation for Enterprises

Qvidian software automates the RFP and proposal creation process allowing you to create logically flowing proposals that address the key business needs of your client. The software utilizes sales reps' knowledge of their clients and enables them to create proposals without needing the writing and formatting skills to do so. Create proposals that address the needs of your client, offer solutions and provide evidence to support your company's ability to provide those services. Ensure all your proposals are consistent in tone and branding.

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Apparound 12

Sales App combining content and Real Time Quoting together

Apparound is a cloud based mobile app that digitises sales content and sales processes. It is developed to help companies improve sales productivity.

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Quote Manager (Online Quote Builder)

Automated sales quoting and online ordering

Our web-based sales quotation software allows businesses to automate their sales process via instant, automatic sales quotes and online ordering capability. • Create your own Instant Online Sales Quote Forms that automatically integrate with your website • Automatic quote calculation and PDF generation, branded to your company • Online ordering via Credit Card or PayPal with support for automatic recurring charges • Track sales quotes, customer leads, and online orders via our secure online portal • Save time and significantly increase sales Low Risk, Low Cost, Secure Online Quoting System • 100% web-based SaaS • Access online from any computer • Your data is held safe, private, and secure • You own the data. Request an export at any time • No software installation or hardware purchases required • No long term contracts

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eRep CPQ +

Product Select, Price, Quote, Submittals, Order Automation

eRep provides a fast and easy way for manufacturer's sales channels to perform product selection, pricing, configuration, quoting, submittal, and orders to ERP

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