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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

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Quotes/Estimates
  • Proposal Generation
  • Template Management
  • Estimating
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. Send quotes and invoices by text and email, schedule jobs more efficiently, and optimize routes. 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

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Quotes/Estimates
  • Proposal Generation
  • Template Management
  • Estimating
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

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Quotes/Estimates
  • Proposal Generation
  • Template Management
  • Estimating
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 25,000 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

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Quotes/Estimates
  • Proposal Generation
  • Template Management
  • Estimating
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

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Quotes/Estimates
  • Proposal Generation
  • Template Management
  • Estimating
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

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Quotes/Estimates
  • Proposal Generation
  • Template Management
  • Estimating
Quoter is your sales system that increases capacity and reduces purchasing friction. Learn more about Quoter
Send winning sales quotes in minutes. 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

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Quotes/Estimates
  • Proposal Generation
  • Template Management
  • Estimating
Ignition makes it simple to engage clients, get paid and run your business on autopilot. From impressive online proposals to automated Learn more about Ignition
Ignition is a client engagement and commerce platform for professional services businesses to streamline how they engage clients and get paid. Businesses such as accounting and bookkeeping firms use Ignition to help them grow, be more efficient, and create win-win client relationships. With Ignition, you can easily win new business with impressive digital proposals, engage new and existing clients with a clear scope of work, and get paid on time by automating payment collection - all in one. Learn more about Ignition

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Quotes/Estimates
  • Proposal Generation
  • Template Management
  • Estimating
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

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Quotes/Estimates
  • Proposal Generation
  • Template Management
  • Estimating
Quotient streamlines the quoting process, making it easy to create, send, and manage quotes. Your customers will love it. Learn more about Quotient
Quotient is super-intuitive online quoting software that lets you create, send, and manage your quotes. You'll save time and make more money with Quotient. Available 100% securely anywhere on the Mac, Windows and iPhone/iPad. Quotient seamlessly integrates with Zapier, Xero, QuickBooks Online, Insightly, Capsule and MailChimp. Learn more about Quotient

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Quotes/Estimates
  • Proposal Generation
  • Template Management
  • Estimating
Award-winning Quoting software by CanvasLogic lest users configure products and pricing online - visually, interactively, and error-fre Learn more about CanvasLogic
Close deals faster and generate error-free quotes with CanvasLogic's cloud-based CPQ software. Calculate prices automatically while configuring the solution in real-time. Photorealistic 3D and Augmented Reality (AR) features enhance the customer experience. Integrate CanvasLogic CPQ software with other sales enablement platforms (CRM, eCommerce, PLM, PIM, and ERP) to make the sales process more effective. Learn more about CanvasLogic CPQ Software. Learn more about CanvasLogic

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Quotes/Estimates
  • Proposal Generation
  • Template Management
  • Estimating
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

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Quotes/Estimates
  • Proposal Generation
  • Template Management
  • Estimating
Finally, a digital sales platform purpose-built for manufacturers that unites CPQ & Quoting with CRM & Commerce Learn more about In Mind Cloud
Manufacturers, automate your quotes consistently accurate on 1 platform & 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 digital sales platform made for manufacturers. Learn more about In Mind Cloud

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Quotes/Estimates
  • Proposal Generation
  • Template Management
  • Estimating
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

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Quotes/Estimates
  • Proposal Generation
  • Template Management
  • Estimating
Conga CPQ has the capabilities you need to deliver accurate quotes more quickly and create smarter deals. Learn more about Conga CPQ
More than 80 percent of B2B decision makers think sales reps are unprepared. And salespeople only spend about 22% of their time actually selling. What if you could empower your sales team to sell more, with a faster sales cycle? Conga CPQ leverages AI and machine learning to act as a “virtual coaching staff.” By eliminating manual processes and driving better selling behaviors, CPQ lets reps generate quotes faster and more accurately, ultimately leading to bigger deals at a higher win rate. Learn more about Conga CPQ

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Quotes/Estimates
  • Proposal Generation
  • Template Management
  • Estimating
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

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Quotes/Estimates
  • Proposal Generation
  • Template Management
  • Estimating
GleanQuote is an all-in-one solution for quoting (CPQ), proposals and closing that helps your sales team Get Deals Done. Learn more about GleanQuote
GleanQuote is an all in one solution for Quote, Propose and Close. Transform how your sales team Get Deals Done, from configuring and pricing solutions with guided quoting (CPQ), to personalized and interactive digital proposal sales spaces, to getting speedy internal approvals and customer sign-offs. Learn more about GleanQuote

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Quotes/Estimates
  • Proposal Generation
  • Template Management
  • Estimating
United Kingdom Local product
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

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Quotes/Estimates
  • Proposal Generation
  • Template Management
  • Estimating
United Kingdom Local product
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

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Quotes/Estimates
  • Proposal Generation
  • Template Management
  • Estimating
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

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Quotes/Estimates
  • Proposal Generation
  • Template Management
  • Estimating
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

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Quotes/Estimates
  • Proposal Generation
  • Template Management
  • Estimating
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

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Quotes/Estimates
  • Proposal Generation
  • Template Management
  • Estimating
MarketDirect StoreFront is the industry leading eCommerce Web-to-Print solution designed for printers and marketers. Learn more about MarketDirect StoreFront
MarketDirect StoreFront is the industry leading eCommerce Web-to-Print solution designed for printers and marketers. Offering leading user experience and design options, with simple to use templates or powerful customized site building tools. You can sell marketing collateral, business stationery, direct mail - even digital marketing campaigns. All with best in class automation via XML and JDF integration, direct connectivity for MIS solutions and a dedicated API. Learn more about MarketDirect StoreFront

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Quotes/Estimates
  • Proposal Generation
  • Template Management
  • Estimating
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

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Quotes/Estimates
  • Proposal Generation
  • Template Management
  • Estimating
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). Create product and pricing configurations in seconds. IQX integrates with Zoho, Dynamics, Salesforce, Shopify, 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

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Quotes/Estimates
  • Proposal Generation
  • Template Management
  • Estimating
Get rid of your long and error-prone quoting process, and automatically generate accurate quotes with Hive! Learn more about Hive CPQ
Hive’s quoting platform generates accurate quotes instantly for you and your customers. Our solution allows users to configure complex products in 3D, view real-time pricing and generate quotes. Immediately provide customers with an accurate quote based on your business rules and get rid of your long, error-prone, and manual quoting processes. Create a fully automated workflow by integrating with your ERP or CRM system. Spend less time quoting and more time selling with Hive! Learn more about Hive CPQ

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Quotes/Estimates
  • Proposal Generation
  • Template Management
  • Estimating
Intelligent cloud platform that uses AI to analyzes supplier prices and specifications to optimize negotiation results Learn more about COVALYZE
COVALYZE is an intelligent cloud platform to optimally manage your category groups. With our AI-based analytics, you see which suppliers overprice their materials or services and what is a fair price for every single article. COVALYZE empowers your teams around the world to implement significant cost reductions much faster. Learn more about COVALYZE

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Quotes/Estimates
  • Proposal Generation
  • Template Management
  • Estimating
Easy to use, fully scalable and highly effective print procurement management system. P3SOURCE Buy today, use tomorrow - easy. Learn more about P3 Software
P3SOURCE is an easy to use and highly effective 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, shipping confirmation and more, Also includes pricing analysis, project management and powerful custom reporting. Buy today, use tomorrow - easy. If you buy print - you'll love P3SOURCE! Learn more about P3 Software

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Quotes/Estimates
  • Proposal Generation
  • Template Management
  • Estimating
Salesforce Addon Flexbilling is a CPQ and billing addon based on Salesforce and designed to be affordable and powerfull. Learn more about Flexbilling
Salesforce Addon Flexbilling adds Advanced Solution selling with CPQ and flexible billing processes designed to be affordable and powerful. The architecture of Flexbilling makes it possible to model the most complex price schemes with packages, options, hierarchies, aggregations, formulas, workflows. Customers are increasing their sales in average 31%. The solution is 100% based in Salesforce and 100% Customizable to any needs. Learn more about Flexbilling

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Quotes/Estimates
  • Proposal Generation
  • Template Management
  • Estimating
The smarter way for small businesses to do great work Keap organizes your client information & daily work in one place, freeing you up
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. Learn more about Keap

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Quotes/Estimates
  • Proposal Generation
  • Template Management
  • Estimating
We help job shops and manufacturers of all kinds work smarter for improved efficiencies, greater flexibility, and bigger profits.
ECI Shoptech brings together industry-leading solutions E2 SHOP and JobBOSS to create the next evolution in job shop business management: JobBOSS². Designed for job shops and make-to-order manufacturers, JobBOSS² provides the flexibility manufacturers need to maximize productivity and profits, while scaling effectively. JobBOSS² gives you insight and visibility into your shop floor like never before with quick estimates and quotes, real-time data collection, flexible scheduling, and much more! Learn more about JobBOSS²

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Quotes/Estimates
  • Proposal Generation
  • Template Management
  • Estimating
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. Learn more about mHelpDesk

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Quotes/Estimates
  • Proposal Generation
  • Template Management
  • Estimating
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. Learn more about Qwilr

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Quotes/Estimates
  • Proposal Generation
  • Template Management
  • Estimating
The app for trade contractors & service businesses to cut paperwork, provide amazing service, and run a more productive business.
ServiceM8 is the app for trade contractors & service businesses, such as plumbing, electrical, HVAC & refrigeration, locksmiths, cleaners & gardeners — any kind of small business which manages jobs & staff in the field. We're a job, staff & client management solution, with everything to run your day-to-day in one place — digital job cards, scheduling, quotes, staff locations, client emails & texts, job notes & photos, online bookings, forms, asset management, invoicing & payments. Learn more about ServiceM8

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Quotes/Estimates
  • Proposal Generation
  • Template Management
  • Estimating
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. Learn more about Proposify

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Quotes/Estimates
  • Proposal Generation
  • Template Management
  • Estimating
Sales Automation, eCommerce, Augmented Reality, eCommerce Marketplace, works online and offline! The premiere patented mobile solution!
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

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Quotes/Estimates
  • Proposal Generation
  • Template Management
  • Estimating
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 purchasing routines. Learn more about RFP360

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Quotes/Estimates
  • Proposal Generation
  • Template Management
  • Estimating
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 Learn more about shopVOX

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Quotes/Estimates
  • Proposal Generation
  • Template Management
  • Estimating
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. Learn more about Invoice2go

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Quotes/Estimates
  • Proposal Generation
  • Template Management
  • Estimating
Award-winning enterprise work management software for project portfolio management (PPM) and professional services delivery teams.
Planview Clarizen is an award-winning enterprise work management solution for PMOs and professional services delivery teams. Robust project portfolio management (PPM) capabilities enable program managers and service team leaders to gain real-time visibility into work in progress, automate workflows, proactively manage risks, gain delivery confidence, and deliver greater business impact. Planview Clarizen is purpose-built for mid-sized and enterprise PMOs, EPMOs, PSOs, and ESOs. Learn more about Planview Clarizen

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Quotes/Estimates
  • Proposal Generation
  • Template Management
  • Estimating
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. Learn more about Fergus

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Quotes/Estimates
  • Proposal Generation
  • Template Management
  • Estimating
United Kingdom Local product
FreeAgent - Voted the UK’s #1 bookkeeping software and Client App of the Year 2021 at ICB Luca awards
FreeAgent is award-winning online accounting software that’s designed specifically for small businesses and freelancers. Over 100,000 business owners and their accountants and bookkeepers use FreeAgent to create invoices, monitor cashflow, file tax returns and much more. With no confusing accounting jargon and a friendly support team on hand to answer any questions, FreeAgent makes it easy to keep your business admin on track. Learn more about FreeAgent

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Quotes/Estimates
  • Proposal Generation
  • Template Management
  • Estimating
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. Learn more about Proposable

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Quotes/Estimates
  • Proposal Generation
  • Template Management
  • Estimating
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! Learn more about WorkflowMax

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Quotes/Estimates
  • Proposal Generation
  • Template Management
  • Estimating
Avoid errors in prices, measurements, taxes using quotes in Konfío Gestión ERP:
Some of the benefits of using quotes in Konfío Gestión ERP: - You save time because the product data is already saved - Projects & professional image - Avoid errors in prices, measurements, taxes - Interact with your client - Avoid recapturing if they ask you for an electronic invoice. Learn more about Konfío Gestión

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Quotes/Estimates
  • Proposal Generation
  • Template Management
  • Estimating
simPRO is a leading global provider of quoting software for the trades.
simPRO is a leading global provider of quoting software for the trades. Since 2002, simPRO has developed a range of solutions to help businesses work smarter, provide exceptional service and maximize profitability. Over 7,000 businesses with over 200,000 users worldwide use simPRO to streamline their operations. With powerful features for quoting and estimating, scheduling, inventory management, communicating in the field, improving cash flow and reporting. Learn more about simPRO

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Quotes/Estimates
  • Proposal Generation
  • Template Management
  • Estimating
Inventory, order tracking, invoicing and reporting web app for SMEs across multiple locations - including manufacturing.
Web-based inventory, order tracking, invoicing and reporting system for small & medium sized companies across multiple locations - including production handling. See stock alerts, supplier availability & lead times. Track stock levels, cost, inventory value. Handle picking, serials, batches and barcodes, returns, consignment, drop shipping, internal transfers. Adopt Megaventory for successful management of your business and enjoy the user-friendly interface and comprehensive support! Learn more about Megaventory

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Quotes/Estimates
  • Proposal Generation
  • Template Management
  • Estimating
Take your company mobile, manage tasks, sales, quoting, work orders, maintenance, recurring contracts, timesheets, invoicing and more!
ServiceBox manages the end to end business process for the Commercial Service Contractor. With our web based software you can connect the office and the field techs instantly. Create quotes, work orders, scheduling, invoicing, payments, inventory, ongoing maintenance, recurring work, timesheets and much more. Customer that utilize ServiceBox see significant improvements to their overall workflow and reduce time to process paper by 96%. This leads to your bottom line and significant growth. Learn more about ServiceBox

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Quotes/Estimates
  • Proposal Generation
  • Template Management
  • Estimating
Open source solution for all around business management from customers and orders to invoicing and inventory.
Open source solution for all around business management: Sales, Invoicing, Agenda, Stock, Purchase Orders, Emailing, Accounting, Expense report, Leave requests. Several hundreds of modules are available according to your need. Learn more about Dolibarr

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Quotes/Estimates
  • Proposal Generation
  • Template Management
  • Estimating
QuoteWerks is an easy-to-use quoting and proposal solution enabling companies of all sizes to streamline their sales process.
QuoteWerks is an affordable turn-key quoting and proposal solution with over 88,000 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

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Quotes/Estimates
  • Proposal Generation
  • Template Management
  • Estimating

Quoting Software Buyers Guide

Quoting software, otherwise known as quote management software, is the name used to describe software solutions that have been designed to assist users with the calculation and anticipation of costs, the formulation of pricing, and the distribution of quotes, price estimates, proposals, and similar documents. Therefore, the types of individuals and groups that may use quoting software includes businesses, non-profit organisations, sole traders, and freelance workers.

Many organisations and individuals take on jobs for clients or customers and calculate their pricing based on a number of factors, such as the precise nature of the work, the associated labour costs, the materials needed, the turnaround times expected, and the cost of actually delivering the final product or service to the customer. However, manually calculating the proposed costs and relaying this information to potential customers can be a time consuming and repetitive process, especially in cases where the costs are predictable and follow a set formula.

With this in mind, quoting software can assist users through automation, making the entire process of calculating costs and sending quotes much faster while minimising the manual actions that need to be performed. In many cases, the software can also be integrated with similar tools on the market, which may include billing and invoicing software, customer relationship management (CRM) software, and proposal management software. Integration of this kind can improve workflows and minimise the need to re-enter the same information multiple times.

The exact features that are contained within any given quote management software solution will depend on a number of factors, such as whether the software is aimed at small, medium or large corporations. Furthermore, the quality of the features included and how user-friendly the software is can vary significantly from one application to the next. Nonetheless, the majority of quoting software solutions on the market will have similar core features. As a general rule, users who turn to software of this kind will be able to use it to perform the following actions:

  • Identify the various costs associated with a specific job and then calculate an estimated price
  • Create professional, branded quote or proposal documents, and then send these to potential customers
  • Automate the process of calculating and creating quotes in situations where the prices are predictable
  • Store and manage contact information for all potential customers who seek quotes or make enquiries

What is quoting software?

Quoting software refers to software solutions that have been designed to assist users with the process of assessing costs and providing customers with a quote outlining what the price of a product or service is likely to be. This includes not only the calculation of the price given to the customer but also the creation of the quote or proposal document that is sent to them. Also known as quote management software, such solutions provide automation tools, which can make it quicker and easier to calculate precisely what will go into a particular job and how much the user will need to charge.

Software in this category can be used by self-employed or freelance workers, as well as businesses and non-profit organisations of all sizes. In many cases, the process of manually calculating what a particular product or service will cost can be time-consuming and significant time can be saved in cases where prices follow a set formula. However, quoting software can also be useful for businesses that need to tailor their quotes on an individual basis because the software allows the business to keep contact details in one place and create and store quote or proposal documents.

The documents made using quoting software can often be branded and made to look highly professional, which can be valuable for inspiring trust in potential customers. Pricing can also usually be calculated based on established rules and historical data, while the price estimates given to customers can also be converted to different currencies.

What are the benefits of quoting software?

The benefits of quoting software are primarily focused on its ability to assist individuals and organisations with the calculation of prices and the creation of proposal documents or quotes for potential customers. Without the use of such software, this process can be complicated, unnecessarily time-consuming, and repetitive. Nevertheless, it is important to explore some of the specific benefits associated with acquiring software of this kind, such as the following:

  • Increased productivity and efficiency: One of the most significant benefits associated with the use of quote management software is the ability to make the process of creating pricing estimates and associated documents much faster. This can allow individuals or businesses to improve their overall efficiency, freeing up more time to spend on some of the more complex tasks, which may require a greater level of care and attention. Ultimately, the software can help to ensure less time is spent on predictable or repetitive tasks, like calculating how much a specific job is going to cost, and more time is spent on the tasks that really require a hands-on approach.
  • Greater quote accuracy: Another major benefit that is linked to the use of quoting software is the ability to create more accurate price quotations. This is important, because potential customers need to gain a clear sense of what they are going to have to pay for a product or service, and charging a price that drastically differs from the initial quote they are given can cause significant harm to a business' reputation. Manually calculating the costs associated with a particular job and providing customers with a price can not only be time-consuming, it is also prone to human error, resulting in inaccurate price quotations and the possibility that customers are misled over what they should expect to pay. Quoting software can make use of past data, complex algorithms and advanced mathematical calculations in order to provide the most accurate quotes possible.
  • Improved quote professionalism: Potential customers are likely to make judgements about businesses based on a range of different factors, but one of the biggest factors will be the quality of direct communication between the two parties. With this in mind, quote management software can assist freelancers and businesses by assisting them in creating more professional quote or proposal documents. In many cases, specialist software will facilitate the creation of highly professional, fully branded documents, which can help to instil a sense of trust in potential customers, increasing the chances that they go on to complete an order or make a purchase. Specific options may include the use of company logos, icons, terminology, slogans, and brand colours.
  • Long-term business growth: The ability to provide customers with the information they need, when they need it, is crucial for achieving long-term business growth because it inspires the type of confidence that helps to build lasting relationships. In fact, research from Gartner shows that confidence in navigating a buying decision is one of the most important factors in deciding whether or not B2B customers expand their existing relationships, and those who feel condiment are 2.6 times more likely to increase purchases from an existing business partner. Providing professional, accurate quotes in a timely fashion can play a major role in inspiring this confidence.

What are the features of quoting software?

The features of quoting software can differ based on the specific application in question and precisely what the target audience for the program is. For instance, some solutions aimed at larger corporations may place a greater emphasis on integration with external software and relying on historical data to make calculations, while options aimed at smaller businesses or individuals may have a more basic range of functions and place emphasis on ease of use. Regardless of these differences, most solutions will include the following core features:

  • Quotes/estimates: Calculate the costs associated with an individual job, such as labour costs and the costs of acquiring the necessary tools or materials, and then come up with an accurate price estimate for enquiring customers. From there, a quotation or proposal document can be created, outlining the estimated price for the product or service requested. These documents will have a professional layout and can be branded in order to enhance trust. Quotes can then be exported to various file formats and sent to customers. Crucially, the business using the quoting software can also store all quotes that have been sent to customers for future reference.
  • Contact management: Create a record of all relevant contacts and maintain it over time, adding and removing contacts as necessary. Contacts can be added to the database after they make a request for a quote, and the quote or proposal document they were sent can be stored alongside their contact details so that it can be easily referred to again in the future. Information contained within the contact management component of quoting software may include email addresses, physical addresses, telephone numbers, past correspondence, and more. In many cases, this information can also be integrated with external applications, such as customer relationship management software, with a view to improving, and speeding up any future communication.
  • Pricing management: Develop a pricing index and continually manage prices, so that accurate quotes can be given to potential customers. The management of pricing will typically include setting prices for the use of specific materials or equipment, while labour costs can also be factored in. Prices can be updated based on a number of factors, including changes to levels of demand, the availability of materials from suppliers, and inflation. Additionally, with some businesses, there could be a need to develop different pricing tiers for different levels of service. The careful management of pricing information can help businesses to swiftly provide information to customers so that they can make a purchasing decision in confidence, with all the details they need.
  • Automated quoting: Build a rules-based system for automatically calculating price estimates based on the information that customers provide and the products or services requested. The calculation of prices can be based on a number of rules, such as the cost of equipment, the number of hours required to complete a job, the turnaround times requested, and historical data, such as the prices given to customers who have made similar orders in the past. Manually calculating prices for customers can be unnecessarily time-consuming, and quoting software can often use internal rules to do this job accurately without the need for human intervention. Of course, most software solutions offering automation tools will also allow users to manually adjust price estimates and proposal documents.
  • Discount management: Incentivise purchases or long-term business partnerships through the provision of discounts and then manage all relevant information from within the quote management software. Depending on the nature of the business and the products or services provided, discounts can be calculated in a number of ways. For instance, it could be beneficial to offer a discount for bulk purchases, or it may be useful to incentivise repeat business by offering a discount after a certain number of purchases have been made. Once rules have been established for when discounts are provided and why, it can be factored into price calculations, and the quotes given to customers can also highlight discounts that have been applied for maximum transparency.
  • Third-party integrations: Minimise duplicate data entries and optimise workflows through the use of third-party integration tools, allowing quote management software to be used in combination with CRM software, invoicing or billing software, and a variety of other tools. Integration can help to minimise friction, avoid compatibility issues, and speed up processes. At the same time, avoiding duplicate data can help to keep information more organised and can ensure that updates are applied across the board. This can be crucial for avoiding situations where inaccurate or outdated information is used to provide pricing estimates to customers.
  • Quote templates: Utilise templates for the creation of proposal documents, with a view to speeding up the entire process and creating a level of consistency across an organisation. The best software solutions will provide a variety of templates, with different basic layouts, which can then be modified with branding components. Additionally, these templates may also include some common formulas for calculating the price to charge a customer, based on the costs associated and the ideal profit margins for each individual job. In many cases, users will also have the option to create a proposal document and then save the layout for future use as a template.

Using Capterra's quoting software directory allows users to identify the software solutions that contain the specific features they require. Options can be sorted based on which features are included so that less viable options are automatically removed. This allows buyers to focus on the most suitable solutions for their specific needs.

What should be considered when purchasing quoting software?

When purchasing quoting software, there are many different components of the software itself that need to be considered carefully in order to arrive at the best possible option. However, beyond this, there are a number of external factors that buyers will need to factor into their decision making too. In the end, the various considerations that buyers contemplate or work through should assist them in finding the best software solution to solve their specific problems. One of the best ways to work through the main considerations is to ask a series of questions, such as:

  • How much does quoting software cost? When making any purchasing decision, the price is always going to be a significant factor. When it comes to investing in quoting software, it is important that the decision-making takes into account all costs and not only the initial purchase price. A good way to understand this is to consider the total cost of ownership and usage. When a buyer adopts this approach, they will need to factor in the purchase price, the costs of implementing the software solution and any subscription fees that may be associated with Software as a Service (SaaS) solutions. Yet, beyond this, they also need to contemplate the costs linked to training employees to make the best possible use of the software, along with the costs associated with keeping software up-to-date and accessing professional support in the event that they encounter technical problems.
  • What is the best deployment option? There are effectively two main approaches to software deployment, which are on-premises deployment and cloud-based software. On-premises solutions will typically require the buyer to purchase a software licence and then install the software on on-site systems or servers. By contrast, cloud-based solutions tend to follow a Software as a Service (SaaS) approach, where the software is owned, delivered, and managed by a third-party service provider. The former approach can provide a greater sense of personal control and may have lower long-term costs. However, the cloud-based deployment model offers much lower upfront costs, shared responsibility for compliance and data storage, benefits in terms of remote accessibility, and more predictable costs, even if they end up higher in the longer term. Ultimately, the decision on which deployment option to go for will depend on the individual circumstances of the buyer and their specific needs and priorities.
  • Is integration with other solutions possible? One of the major benefits associated with quoting software, when it is implemented properly, is its ability to improve workflows. However, for optimal results, the software also needs to be integrated with existing tools and processes. For this reason, buyers need to consider whether or not integration with other software solutions is possible and prioritise options that allow this kind of integration. In particular, it can be helpful for quote management software to provide integration options with customer relationship management software, analytics tools, accounting software, billing or invoicing tools, and dashboard software. Additionally, the best quote management software will allow the associated proposal documents to be exported to a number of major file formats in order to avoid compatibility issues from arising.
  • How user-friendly is the software? While the features provided by a particular software solution are important, and while the software needs to be able to perform the functions that are required by an individual or business, it is also essential that the software is easy to use. The level of user-friendliness on offer is one of the most important differentiators when it comes to quoting software because most options will offer broadly similar core functionality. This means that it can be difficult to separate the best solutions from less optimal options based purely on the features provided. Instead, the features need to be considered alongside how easy it is to carry out specific tasks and the extent to which the software can aid efficiency and productivity.

The most relevant trends related to quoting software are another important component that buyers need to factor in when making a purchasing decision. For individuals or businesses to acquire the best software solution, they need to consider whether or not it has been designed with an awareness of the emerging trends and the way they will shape expectations, processes, activities, and demand in the future. Some of the most important trends include:

  • Rise in demand for remote access: A growing number of businesses have embraced hybrid and remote work models, allowing employees to work from home either on a full-time basis or on occasion. Of course, such businesses need to invest in software solutions that have been designed to assist with remote access. This can be a significant factor in the decision between on-premises deployment and cloud-based deployment, with the latter offering advantages in terms of remote access and access using a wider range of devices. Where remote work does take place, it is important that the employees who need access to quoting software are able to carry out the core tasks wherever they are. Cloud storage can also help to ensure employees are always able to access proposal documents and past communication with potential customers and other business contacts.
  • Improvements to artificial intelligence: Across industries, artificial intelligence is increasingly becoming a relied upon solution, especially as improvements are made to the underlying technology. A growing number of software packages are designed to capitalise on the benefits of artificial intelligence and make it easier for users to turn to. With quoting software, for example, artificial intelligence could be used to automatically adjust pricing based on how it interprets all of the data made available. This could include forecasts for future demand, anticipated changes to global financial conditions, and seasonal factors that may influence where demand comes from.
  • Increased use of chatbot technology: In addition to wider uses for artificial intelligence, businesses are increasingly turning to chatbot technology as a solution for delivering customer service and meeting customer expectations. Chatbots can be beneficial for businesses because they can deliver almost instant responses to customers at all times of the day, regardless of whether an employee is available to personally respond. Information gathered by the chatbot can also be collected and used by employees to deliver a more personal response at a later date. When it comes to the provision of quotes, chatbots can be used to explain the process, provide fast responses, and keep customers up-to-date. Additionally, an underestimated benefit of chatbots is their ability to recognise and respond to different languages, which can help businesses to reply to requests from foreign customers.
  • Globalisation and multi-currency support: Increasingly, business is being carried out on a global scale, with customers approaching from all parts of the world. Quote management software needs to be designed to contend with some of the challenges this can throw up, with one of the most obvious examples being the provision of quotes in different currencies. Ideally, this needs to go beyond simple currency conversion because there may be additional costs associated with doing business on an international scale, and additional modifications to products or services may be required too. Aside from the ability to provide accurate price estimates in different currencies, there is also a growing demand to embrace cryptocurrency within business settings. It may be useful for businesses to find software solutions that have been designed with this trend in mind, too.

Sources:

The features highlighted were identified based on their relevance and the percentage of products in Capterra's directory that offer them. The following sources were used for this document:

  1. Gartner Says Customers Who Are Confident in Their Decision Making Are 2.6 Times More Likely to Buy More - Gartner.com (Date accessed: Tuesday, February 8, 2022)

  2. On-premise vs cloud: which option is better for your company? - Capterra UK Blog (Date accessed: Tuesday, February 8, 2022)