Alternatives to AccuQuote Direct
Compare AccuQuote Direct alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to AccuQuote Direct in 2026. Compare features, ratings, user reviews, pricing, and more from AccuQuote Direct competitors and alternatives in order to make an informed decision for your business.
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1
ThermoGrid
ECI ThermoGrid
ThermoGrid is a specialized contractor management software tool for managing field service operations, designed to meet the unique needs of HVAC-R, plumbing, and electrical companies. With ThermoGrid, you can streamline your workflow and boost your bottom line with powerful features like mobile offline app, scheduling, dispatching, client history tracking, inventory management, service agreements, load calculation, marketing tools, payroll management, invoicing, and estimates. ThermoGrid gives you the power to reach new heights of efficiency, accuracy, and profitability. Don't miss out on the opportunity to transform your business. Try it FREE or contact us today to request a demo!Starting Price: $60 -
2
BuildOps
BuildOps
Are you a commercial contractor in the HVAC / Mechanical, Refrigeration, Electrical, or Plumbing industry? Get the #1 all-in-one Field Service Management Software for commercial MEP contractors. Streamline your dispatch, quoting/invoicing, service, projects, and reports. - All your metrics can be reported from one place - Monitor field tech success, identify trends, and make data-backed decisions - Attach photos, videos and PDFs easily to invoices and quotes. - From service to projects and everything in between Automate the flow of work orders and customer data, as well as invoices, from the office to the field and back again. Your office staff can see the status of each technician, their skill set, availability, and more with BuildOps. This makes planning, from emergency service to months ahead, as simple as "drag-and-drop". BuildOps boosts your revenue, maximizes profits, and improves communication between field and back-office. -
3
ServiceTitan
ServiceTitan
Grow your home service business with ServiceTitan, the leading all-in-one software for residential HVAC, plumbing, electrical, and other home service businesses. ServiceTitan enables businesses to generate more leads and close more sales by offering a full range of tools in one platform. This includes call booking, customer experience, dispatching, marketing, and integrated financing. -
4
Orcatec
Orcatec
Leading software for service industry, e.g. HVAC, Electrical, Plumbing, General Contracting, Carpet Cleaning, Gates, Fences, Windows, Hair and Beauty Salons. All MUST HAVE features gathered in one place to run successful business. Create and dispatch appointments. Distribute work for your team through unique system of work planning. Time Cards. Protect yourself from negative reviews with a special service. GPS tracking of employees. Route optimization. Very low credit card processing fees! Your business is unique therefore, Orcatec enables you to tailor the software to exactly how you want it to maximize the profitability. We offer live onboarding and training for you and your team. Custom software development for your business to be able to solve specific challenges that prevent you from being the best at what you do.Starting Price: Free -
5
Service365
Service365 Inc.
Service365 is an end to end field service management platform that manages customers and quotes, jobs, purchases, and invoicing all in one place. Scope out a quote for customer approval. Build a quote worksheet. Schedule your field service teams. Simplify project and cost management. Purchase materials and link them directly to jobs. Confirm all costs from purchase orders make it to the job. Generate invoices and send customer summaries for approval. All in one platform for a nominal monthly Service365 offers a seamless way to track customer contact data, transactions, communications, opportunities, and invoices in one place. Easy to use and extremely powerful. Plan your resources and client time today, tomorrow and into the future with confidence and commitment to your client’s success. -
6
Twimm
Twimm
The GMAO new generation. Twimm increases your productivity, organizes your teams and optimizes your profitability. Twimm manages your maintenance contracts easily and connects you to your technicians. Twimm supports you in maintaining your assets and monitoring your contracts. Elevator, HVAC, Fire detection, Electricity, Green spaces, Facility management, Closure / Security, Multitechnics, Cleaning Plumbing, and sanitary owner? Shopping centers, Territorial communities, Health facilities, Fitness Industries, Property Management, Trustee Universities. Focus on your maintenance activities and save unnecessary IT expenses. Twimm provides a constantly updated solution, accessible everywhere. Your CMMS in SAAS mode. Twimm is developed in saas mode for easy access , by simple connection. Its interoperability, its ability to collect data and intelligently reproduce it make it a complete and unique solution. -
7
GeoOp
Geo
GeoOp is job management software for small businesses working in trades and services looking to simplify their day-to-day tasks. Its a complete toolkit to help businesses save 14 hours on admin time a week, win more jobs and get paid faster. Assign jobs, create quotes and invoices, fill out timesheets and integrate directly with accounting software - GeoOp does all this and more. With GeoOp, you can replace annoying and time-consuming paper processes that are holding your business back. GeoOp is our next-generation app that allows Trade and Home/Field Service business to manage quotes, schedule jobs to staff, track job completion, send invoices and get paid faster. The GeoOP job management software helps you feel more in control by bringing all your existing manual processes online into our easy to use apps and web console. Enter client/job information once, and manage your jobs from quote to payment, saving up to 14 hours a week in admin/paperwork.Starting Price: $17 per user per month -
8
FieldPulse
FieldPulse
FieldPulse is the first truly customizable field service management (FSM) software built for growing teams. From scheduling and invoicing to CRM, job tracking, and AI‑driven automation, FieldPulse helps field service businesses run smoothly and grow confidently. With a team that listens and software that adapts to the way you work, FieldPulse makes it easy to stay organized and deliver world-class service. Built to support a wide range of industries, FieldPulse serves HVAC-R, electrical, plumbing, garage door, locksmith, property management, appliance repair, commercial equipment, fire and security, contractors, septic, and A/V installation businesses. Whether you're managing recurring jobs, dispatching techs, or tracking leads and revenue, FieldPulse brings everything into one platform to help you save time, streamline operations, and exceed customer expectations. -
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FastEST Estimating Software
FastEST, Inc.
FastEST Mechanical Estimating Software offers a comprehensive solution for takeoff & estimating from start to finish. All programs have an extensive pricing & material catalog & on-screen takeoff. Reports & quotes are generated in seconds & all programs are easy to learn. We can have you up & running in less the 15 minutes so you can be estimating better today! FastPIPE is industry-leading plumbing & mechanical estimating software for commercial & industrial contractors. Whether you are estimating plumbing, HVAC piping, or industrial process piping, FastPIPE provides all of the takeoff & reporting tools needed to create an accurate & timely quote. FastDUCT is ready-to-go HVAC and duct estimating software that meets the needs of commercial & industrial sheet metal contractors. Features on-screen takeoff for contractors who do duct fabrication and/or HVAC installation. FastWRAP is ideal for mechanical insulation estimating . Takeoffs can be imported from FastPIPE/FastDUCT.Starting Price: $225/month -
10
360e
360 Enterprises
Originally created for electrical contractors, 360e is an all-in-one quoting, scheduling, tracking and billing software that is designed by contractors, for contractors. 360e bolsters efficiency and profit while eliminating the daily operational headaches that kill profits. Powerful, flexible and easy-to-use, 360e manages everything from service calls to larger bid jobs through a single system while seamlessly connecting office and field operations. Designed for small-medium sized companies.Starting Price: 100/month -
11
Quadra
ERTH Corporation
Quadra Maintenance Service Contract quoting tool leverages an equipment and tasking library that allows you to create either very high resolution maintenance agreements with very detailed tasking or less granular and complex agreements. The choice is up to you! The versatility of this system ensures that you can satisfy any customer’s requirements; while eliminating the traditional risks associated with maintenance contracts. By detailing your scope of work in your contracts, your customers know exactly what to expect. Quadra Service Call Quoting and Surveying is a tool that allows your technicians to survey customer equipment records as well as create recommendations and quotes, while on-site. Data is entered only once and then available for your technicians or your inside sales team to complete the quote and provide to your customer. -
12
SnapSuite
SnapSuite
All-in-one field service management software. Automate & grow your business. Improve customer service, manage projects, close deals faster and view real-time progress of your business’s day to day activities. Dispatch jobs directly to field workers and technicians through our mobile app or via text message and get real-time status updates. Generate Microsoft Word quotes from your existing templates in one click. Automatically attach and send related brochures with quotes. Convert quotes to Work Orders with one click. Automatically update Work Order status based on configured rules and field workers updates. Monitor inventory levels in multiple locations and automatically generate purchase orders when the stock is low. Find any document, quote, purchase order or invoice by item number, status, job type, technician or by company and see all related documents, notes and job history all in one place. No more duplicating orders and invoices.Starting Price: $350 per month -
13
EasyQuote HVAC
Derden
Whether your company is commercial or residential, EasyQuote HVAC can save your business time & money with affordable & easy to use software. Our estimation software was specifically designed to be easy & affordable for small businesses while also having the quality features that are functional for all business sizes. EasyQuote Software is not like other HVAC software. It requires no expensive training or classes, no contracts, every purchase includes 1 year tech support, and tech support updates are affordable. Proposals have never been this easy. With EasyQuote HVAC you select your equipment quickly from pop up menus. It's so fast you will be able to give your customer several options and close the sale right in their living room. Generate Job files and proposals in seconds. EasyQuote allows multiple variations of quote for good, better, and best presentations or even a gas versus heatpump comparison.Starting Price: $595 one-time payment -
14
Powered Now
Powered Now
Powered Now is the UK's #1 Business Management Software for trade businesses. Invoice and quote from anywhere, produce forms & certificates, record your supplier expenses, schedule your diary, track & chat with your team and send fully customisable documents such as job sheets, quotes & invoices. All data is backed up and syncs between your devices (iOS, Android, Mac & PC). Also works offline. Trade businesses come in lots of different shapes and sizes, we know there is a big difference between a one-man band electrician, a team of heating engineers or a building company. For 8 years at Powered Now, we've tried hard to make all of your paperwork as easy as possible to create and handle. We help you stay on top of your business, with everything in one place and great communication between the office, your field workforce and your customers. More Profit, Less Effort - Go Digital with Powered Now.Starting Price: £15 -
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uPlan
uPlan
Reduce your consultation and planning time drastically with uPlan. Receive auto-generated documentation of your projects, including electrical cabinet layout, wiring diagram and bill of materials. Share the projects with your client and give personalized quote for the different solutions you can offer.Starting Price: First project is free -
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Sera
Sera
Many HVAC, plumbing, electrical and other home service businesses leave money on the table from incorrect pricing and inefficiencies. Effortlessly identify pricing and efficiency gaps in your business, adding more money to your bottom line. Field service management software that ensures the jobs field service businesses complete are profitable. Sera is laser-focused on ensuring you beat the industry average of 8% profit with live job time efficiency tracking. Clients have shown an average of a 52% revenue increase compared to their previous FSM solution within the first six months of usage. Generate bigger tickets, dispatch more efficiently, automate service agreements, customer history, and more. Keep your plumbing jobs on track, your customers informed, and give your crew the job details they need, on demand. Schedule jobs efficiently, optimize routes, and send quotes and invoices by text with our electrical software. -
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FastDUCT
FastEST, Inc.
FastDUCT is commercial HVAC estimating software that simplifies bidding sheet metal and industrial ductwork jobs. FastDUCT can easily handle complex jobs using either your company construction standards or purchased duct. Plus... your reports and spreadsheets will seamlessly integrate with FastPIPE for a complete plumbing, mechanical and HVAC solution! FastDUCT is ready-to-go HVAC estimating software designed to meet the needs of commercial and industrial sheet metal contractors who need a fast and accurate tool to estimate construction costs. We support takeoff and reporting of rectangular, round, and oval ductwork as well as sheet metal and HVAC equipment. FastDUCT is also tightly integrated with FastPIPE and the two work together to produce fast, accurate and complete price quotes integrated into a single Microsoft Excel spreadsheet. And best of all... FastDUCT is backed by our unconditional 60-day money-back guarantee.Starting Price: $225/lease/per month/user -
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iTrust PRO
iTrust PRO
We help you to take control of the daily tasks of managing your business, while helping to grow your online presence so you can stop paying for leads and start generating them on your own. Send electronic invoices and estimates from your smartphone app with your logo. Reduce time spent with reusable line items then convert leads to clients with quotes that can be accepted online. Get online with a mobile-friendly, search optimized web page. Keep your presence up to date automatically with job broadcasts, customer reviews, verified qualifications and more. Use the iTrust PRO app to schedule appointments with customers, send estimates and invoices, get paid electronically and so much more!Starting Price: $14.99 per month -
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Contractor WorkZone
Trimble
Run your back office from your front seat. Manage your business on site, take the work out of paperwork and get jobs done sooner. Save time and money with our construction management app tool. We take standard construction document processes and digitize them for easier access and organization. Items such as quotes and estimates, purchase orders, site diaries, daily reports, change orders, invoices and more are all now easily attached and accessible from one project link. Download and use completely free at our solo level as long as you want, with unlimited projects and documents for one device. If you’re ready to upgrade for additional features, try any of the paid subscription levels free for 2 weeks. If you're nervous about trying new technology or worry about introducing a new process we've got you covered. Try Contractor WorkZone - A simple, customizable project management and construction app to manage your small business from your phone, tablet or computer.Starting Price: $0 -
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Plandroid
DelftRed Simulation Technology
Plandroid is a simple and efficient graphical software tool for ducted air conditioning / HVAC system design and quote. It allows you to create a CAD-style ducting design superimposed over a house plan image, using components from your hardware supplier's actual parts catalog. Plandroid calculates basic heat loads, does a costing of your design, and creates reports for your customer, installer, or supplier. The graphical design process is simple and intuitive - vastly simpler than traditional CAD, and with much clearer results. Plandroid is an essential tool if you want to have the best air conditioning sales team possible. If you are a leader in the industry, you need to have the professionalism and efficiency that only Plandroid can deliver. Plandroid is so straightforward to use, you can have a less experienced staff member use it to do your quoting and ordering, freeing up your own time.Starting Price: $1390 per year -
21
CloudQuote
CloudQuote
Cloud Quote is a cloud-based CPQ (Cost, Price, Quote) sales solution designed to streamline, personalize, and accelerate the quoting and sales process by enabling sales teams to quickly generate accurate, consistent, professional quotes and proposals with automated calculations, configurable templates, and real-time pricing updates, reducing manual effort and errors so reps can focus on selling and managers can oversee pipeline performance. It centralizes product, pricing, and rate data, pushes updates instantly to users, supports lead tracking and allocation with insights into lead sources and ROI, and offers dashboards for reporting on quotes, likelihood of closure, products quoted, and geographic performance while enabling features such as quote approvals, team assignments, and easy reassignment of quotes among reps. -
22
AccuArk
AccuArk
AccuArk© is an all-in-one business management and POS platform — including point of sale, complex invoicing, general ledger accounting, inventory management, payroll, CRM, and loyalty programs — all with live multi-location sync. Built for businesses where a sale isn't just a checkout. Manage quotes, deposits, delivery scheduling, installation team assignments, payment plans, and customer-tier pricing — all natively integrated. One database. One platform. Every location synced in real time. Every plan includes every feature. You pay for capacity (locations and machines), not for functionality. Free updates forever. US-based support. Built by AccuArk L.C. in Michigan.Starting Price: $99.95/month -
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Rebar
Rebar
Rebar is an AI-powered estimating platform designed specifically for the HVAC industry to automate the process of performing equipment takeoffs and preparing project estimates from construction plans. It analyzes building drawings and project documents using advanced AI and vision-language models to automatically detect, tag, and count HVAC equipment and components directly within the plans. This allows estimating teams to quickly identify items such as dampers, diffusers, and VRF systems while extracting the relevant properties needed to prepare accurate project quotes. By automating these tasks, the platform reduces the amount of manual work required during estimating and enables teams to complete takeoffs in minutes instead of days. It also includes tools for automatic room identification and equipment marking with associated specifications, helping estimators organize information from large construction plans more efficiently. -
24
vloxq CPQ
vloxq CPQ
vloxq CPQ is a cloud-based Configure, Price, Quote solution designed to automate and streamline complex sales quoting processes so businesses can generate precise, professional proposals quickly while eliminating manual spreadsheets and pricing errors that can cost revenue. It centralizes product catalogs, pricing logic, discount rules, approval workflows, and dynamic quote templates with built-in business rules that ensure accuracy, consistency, and profitability in every quote. It integrates seamlessly with existing CRM systems like HubSpot, Salesforce, Lime, Upsales, and SuperOffice as well as with ERP platforms, syncing data bidirectionally so quotes, deal history, forecasts, and pricing updates flow smoothly across systems without duplicate manual entry. vloxq’s intelligent rules engine supports tailored configurations, cross-sells, upsells, and complex pricing structures while enforcing corporate policies. -
25
FieldWorx
FieldWorx
Grow exponentially. Supercharge your team. Leave with a happy customer. Complete system for plumbing, HVAC, electrical and other home and business service contractors. It's easy-to-use, techs and customers love it. Increase your average ticket and leave with a happy customer. Package options are easy to format and ready for your technician. Key indicators keep you informed and on-track. Separate dash boards so that you can review information with techs and managers. Track marketing dollars, sales above repairs, year-over-year sales volume, average tickets, service agreement sales and other key indicators. -
26
Dispatch Hawk
Dispatch Hawk
Dispatch Hawk is the streamlined field service management platform built for small trade businesses that want enterprise-level organization without enterprise-level complexity. Designed for electricians, plumbers, HVAC techs, landscapers, cleaners, handyman, general contractors and dozens of trades, Dispatch Hawk helps you quote jobs, schedule technicians, track materials and labor, and get paid—without the bloat of ServiceTitan, Jobber, or other heavy, expensive systems. With intuitive tools, clean workflows, and pricing that makes sense for small teams, Dispatch Hawk gives you precision on every job. Create fast, professional quotes, turn them into jobs with a click, track real job costs, manage materials, stay on top of scheduling, and send accurate invoices—everything you need to run your business smoothly. Whether you're a one-person operation or a growing team, Dispatch Hawk helps you stay organized, look professional, and keep your days running like clockwork.Starting Price: $15.99/month -
27
Vooma
Vooma
AI agents to help brokers and carriers win and move more freight. Illuminate the lost revenue in your team's inbox and quote more freight, faster. Eliminate manual load building and reduce data entry errors. AI-powered extraction of key quote information, whatever the format. Automated email classification identifies quotes automatically. Automatically price the freight instantly using your preferred pricing tools. Generate professional quote responses, however your customers want them. Detailed analytics of opportunities by win/loss status, lane, customer, rep, and more. Stop making data entry mistakes that cause billing and operational issues. Computer vision and natural language processing achieve human-level accuracy. Vooma reads load data from PDF orders and rate confirmations, spreadsheets, plain text emails, or screenshots, you name it. Intuitively review results before sending them to your TMS. Vooma learns how you want your data structured. -
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Workever
Workever
Grow your trade or service business with a software and mobile app that keep your jobs on track and everyone connected. Our field service management software allows you to say goodbye to masses of paperwork and start having all of your job information available online whenever you need it. Organize your back office and cut admin costs. Our job management software & mobile app helps your business grow without breaking the bank. Cloud based software to make your business more efficient both from a job management & job scheduling perspective. Manage jobs, quotes, invoices, customers and schedules all within a single, affordable app. Get more done with less effort! Field engineers love our software! Improve service delivery & overall business organization. Create jobs, quotes, invoices, purchase orders and forms electronically. Get vital data from your team and track Job progress. Photos, notes, customer signatures and timesheets keep you instantly updated.Starting Price: $23.20 per month -
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SourceDay
SourceDay
Streamline supplier collaboration. The relationship between buyers and suppliers is broken. Every quote, purchase order and invoice is still emailed repeatedly, updated manually and chased down daily. Our SaaS solution creates real-time visibility and accountability between you and your suppliers. Plus, it integrates with your ERP system ensuring that pricing, quantity, lead times and delivery dates are accurate. With automated workflows and accurate information, you can cut your risk. SourceDay’s cloud solution digitally transforms collaboration between buyers and suppliers. Now, you can manage your direct spend more efficiently from quotes to purchase orders to invoices and quality control. Ditch your spreadsheets. Manually managing RFQs puts you at risk for errors or a quote getting lost in your inbox. Digitizing your RFQ process makes it easy to compare quotes and make better-informed decisions. -
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The New Flat Rate
The New Flat Rate
As a Plumbing, Electrical, or HVAC contractor, what struggles and pains do you suffer as a company? Is your pricing inconsistent? Do your technicians complain about selling or upselling? Are your closing rates low? Or maybe you know you are leaving a ton of money on the table. As a result, how can you address these problems and create a more stress-free life for yourself, family, customers, and technicians? The New Flat Rate is your complete business solution. By utilizing complete menus, technicians no longer have to upsell without jeopardizing the job they are doing in the home. Their focus should be on the task at hand, not increasing your bottom line. Rather than building options in the field, The New Flat Rate does all the work for you! No more awkward cost conversations. Above all, Complete customer satisfaction! -
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VARStreet InstaQuote
VARStreet Inc
MAKE YOUR DAY-TO-DAY QUOTING A LOT SIMPLER, FASTER, AND ACCURATE WITH VARSTREET’S QUOTATION APPLICATION VARStreet InstaQuote Quoting software is simple and easy to use which makes putting together even the most complex quotations quick and error-free. You can build a professional quote equipped with all the necessary information including rich content in a fraction of the time. It will take your whole sales quoting process online, making it easier to manage your quotes. So give your sales representatives access to VARStreet InstaQuote Quoting software and expect a major boost in their productivity. VARStreet’s InstaQuote quoting solution is designed for businesses of all sizes, from small VARs to large enterprises. It is simple enough to serve the requirements of a small business yet feature-rich to handle the complex processes of large enterprise resellers. You can start really small based on your need and scale as your need grows. -
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Velon
Velon
Velon is an AI-powered pricing and Configure-Price-Quote (CPQ) platform built for complex B2B environments, designed to help commercial teams make better pricing decisions and execute them consistently at the point of quote. It combines real-time pricing intelligence with automated quoting, enabling users to analyze historical data and apply AI-assisted pricing guidance instantly during deal creation. It embeds pricing strategy directly into workflows through built-in rules, guardrails, and approval processes, ensuring that every quote aligns with company pricing policies while maintaining speed and flexibility for sales teams. By connecting pricing, CPQ, ERP, and CRM systems into a single unified workflow, Velon eliminates fragmented processes and replaces spreadsheets and disconnected tools with a centralized system of record. This allows organizations to generate accurate quotes in minutes, enforce consistency across teams, and reduce margin leakage. -
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Tradify
Tradify
Tradify is an all-in-one job management platform + mobile app designed to help small businesses with 1-20 employees control business admin. Quotes, estimates, invoices, timesheets, field service management, purchase orders, scheduling & job reporting. Tradify is the best tool for the job. Thousands of electricians, plumbers, HVAC, builders, and other trades around the world use and love Tradify. Our customers and their teams benefit from using Tradify because it's quick to set up and easy to use.Starting Price: $47/month/user -
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Quoter
Quoter Software
Quoter is an online quoting platform for sales teams. Quoter helps sales teams save time, increase control, and win deals faster by streamlining the sales quote and proposal process. It comes with reusable quote and proposal templates, quote and email tracking, easy, online acceptance and payment, CRM and accounting integration, and so much more. Create more quotes, eliminate bottlenecks, and get paid faster with Quoter. Quoter is a lightning fast, modern quoting platform for technology service providers. Our easy-to-use platform, automation workflows, and unlimited user pricing plans will empower your team to create more quotes than ever before. All of our core plans include unlimited users. Create impressive, accurate quotes in just a few clicks. Rest easy knowing exactly when your quotes are opened. Seamless PSA, CRM, distributor, and accounting integrations. Leverage our automation to encourage more people to quote.Starting Price: $99 per month -
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FieldInsight
FieldInsight
FieldInsight (previously Scheduleflow) is a complete scheduling and job management software solution for field service businesses. With FieldInsight, small to medium-sized HVAC businesses can quickly keep track of recurring jobs, call-backs, and service jobs through the platform's live calendar and runsheet. FieldInsight also offers a simple to use invoicing and quoting solution to help field service businesses get paid sooner and faster.Starting Price: $50.00/month/user -
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SimpleHVAC
SimpleHVAC
We’re so glad you found us! Our program is powerful, simple and affordable –All in one package! Commercial HVAC estimating software doesn’t have to be complicated and it doesn’t have to cost thousands of dollars. SimpleHVAC is simple yet powerful HVAC estimating software designed for commercial sheet metal contractors who need a dependable estimating tool, but also want it to be affordable and easy to use. SimpleHVAC makes it easy to keep track of projects, input duct work and other materials, adjust options and pricing, and ultimately generate solid bids. Our Bid Sheet makes it easy to see the entire bid in one clear view, and you can print or save a professional-quality quote to send out. If you are looking for commercial HVAC estimating software, look no further.Starting Price: $347 one-time payment -
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Csmart CPQ
Covalense Digital Solutions
Csmart CPQ is a cloud-native, AI-enhanced configure‑price‑quote solution built for telecoms and complex enterprises. It empowers sales teams, partners, and customers to configure intricate products, apply dynamic pricing and discounts, and generate accurate, professional quotes in minutes. With intuitive UI, real‑time margin control, low-code workflows, and seamless CRM/BSS integration, it ensures error-free configurations, accelerates sales cycles, and boosts quoting efficiency. Key benefits include guided product bundling, approval workflows, contract-ready quote generation, and AI-based recommendations—all designed to enhance accuracy, compliance, and conversion rates. Whether quoting connectivity plans, bundled services, or multi-region offerings, Csmart CPQ transforms complex quoting into a fast, reliable, revenue-driving experience. -
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NUMIQ
NUMIQ s.r.o.
NUMIQ is the pricing & proposal tool for contractors who don’t want to waste time haggling. You get a regularly updated price list of common construction works (masonry, painting, electrics, plumbing, tiling, demolition and more) and a fast calculator that turns items into a clear, professional quote. Adjust prices to your reality, add your own items and units, set mark-ups and tax, save templates, and spin quick variants for different scopes or materials. Share the quote as a PDF with your logo or a link; your client sees transparent numbers, and you see when they opened and accepted it, so you can lock the start date instead of negotiating. Track jobs and revisions, keep notes, and duplicate winning quotes in seconds. Cloud-synced on mobile and desktop, on site and in the office. Built for speed, clarity and profit. Become a pro with NUMIQ.Starting Price: 35€/month -
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Motili
Motili
Motili’s technology platform helps single-family, multi-family and commercial property owners and operators easily manage HVAC and hot water building systems through proactive and reactive repair and replacement projects. This mobile app for Motili's HVAC contractor network allows contractors to find, schedule and complete HVAC installs and repairs all from the app. Like Uber for drivers, but for HVAC contractors. Use this mobile app to easily find and accept HVAC jobs no leads to track down. The app gives you directions to the job site, allows you to complete work orders and quotes, check in, upload photos, add equipment or parts to the work order, tag assets, and submit the info to Motili.Starting Price: Free -
40
PSQuote
CLD Partners
PSQuote closes the gap of CPQ for services. You get a unified process for quoting professional services. You’ll spend more time on delivery and less time quoting. Relying on spreadsheets to create estimates instead of doing them in Salesforce? This disjointed system creates a gap between what was sold and what gets delivered. And that means revenue leakage, aka, lost profits. It also means difficulty tracking what you sold versus what you delivered. We understand how frustrating this is, and we believe you deserve better. Automate and streamline your quoting process. Accurately estimate and quote services. Automate the sales-to-delivery handoff. Gain a comprehensive view of service operations from estimation to execution. Get more granular forecasting and inputs to demand planning. Enable your sales team to quote services based exactly on how you deliver. PSQuote is the result of years of building quoting tools for dozens of clients. -
41
To accelerate your growth, you need to accelerate your operations. Run your business faster with a flexible, connected, and completely customizable logistics platform perfectly suited to your unique needs. The Magaya Digital Freight Portal gets you quickly established as a digital freight forwarder with a branded and customized web portal that will set your business apart from the competition. Deliver the transparency, control, and ease of use that your modern customers expect across schedules, quotes, bookings, tracking, and reporting. With Magaya Supply Chain, you can exchange information across teams in real-time and manage all your logistics operations in a single system, from freight quotes and customs documents, to warehouse receipts, shipments, invoices, and more. Transportation rates, quotes, and contracts are complicated. Using spreadsheets to manage them is far from efficient and puts data in silos, leaving key stakeholders with a big blind spot.Starting Price: $150 per user per month
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Eworks Manager
Eworks Manager
The Eworks Manager Job Management System allows you to control, manage and track all information relating to your staff, jobs, estimates and quotes, invoices, customers and so much more. With Eworks Manager’s Job Management System, you can have total control over your business. Our system is designed to help you manage and track all aspects of your business, from your employees to your jobs and so much more. If your company lies within the technical field and operates with mobile workers, our field service management, vehicle tracking and GPS planning will work perfectly for you. Each interaction is tracked and provides reportable information to evaluate sales performance. Leads can easily be converted to an estimate or sales appointment. Automate marketing email communications to your customer base without the need for a separate system and eliminate redundant data processing.Starting Price: $115 per month -
43
Pink Elephant International
Pink Elephant International
Quoting and sending beautiful personalised offers in seconds. Quote documents can be optionally styled by us to match your Corporate Identity. Multilingual, multi-currency, multiple taxes. Vouchers, confirmations and final itineraries produced in seconds in any language. Re-use existing bookings and re-quote them to other clients. Send out smart online bookings to your suppliers and see their confirmations instantly in your system. No margin for errors as all calculations are managed instantly and accurately. Increase of sales: Send out quotes up to 25 times faster. Fast, professional quality proposals and itineraries. Our platform outputs beautiful documents. All of these can be edited and templates can be used for vouchers and invoices. This is what your clients require, this is what you would want to offer.Starting Price: $299 per month -
44
MO.S.T.
Mobile Software Technology
Born in Tucson, Arizona U.S.A, and through partnerships with industry leading professionals, countless developer hours, and leveraging its' own experience, Mobile Software Technology, LLC created MO.S.T. - Contractor program in 2008. To solve the major business workflow issues facing HVAC/Plumbing/Electrical contractors across the country. Focusing on reducing the need for repeated data handling by staff, which often leads to more errors and frustrated customers, Mo.S.T. bundles key features like; Billing & Invoicing, Call Center Management, Contract Management, Customer Database, Dispatch Management, Electronic Signature, Job Management, Mobile Access, Quotes / Estimates, Routing & Scheduling, Service History Tracking, Technician Management, and Work Order Management in one single platform that is highly customizable for Office, Field, and Management users. -
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Experlogix CPQ
Experlogix
Experlogix CPQ software solution helps businesses streamline the quote-to-order processes. Designed to handle complex product configurations and pricing, Experlogix CPQ is great for manufacturers and businesses with intricate product offerings. Enable your sales teams to quote complex configurable products and services with accuracy. Experlogix CPQ manages product and service options, available feature combinations, pricing, and discounting, and automates quote processes, helping sales representatives quote fast and sell right – every time. Build and design products per specific customer needs, with features that help select, visualize, and specify options, making the process easy to control and navigate. The pricing function leverages logic-based rules to generate complex quotes that are accurately priced. Generate customized, accurate, and compelling quotes faster and ensure your sales reps are delivering exact prices and discounts at the highest possible margin every time. -
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ToolQuote
JDL Technical Services
ToolQuote is a mold quoting software that helps you efficiently put together your quotes quickly. ToolQuote is completely customizable to the way you quote tools currently. All quotes are added to a database and you will be able to search & compare similar tools you have done previously. A powerful graphic interface automatically creates a visualization of the tool layout in plan and side view. Steel sizes and material costs for all tool positions are automatically generated and calculated from the tool layout generated. A history of each quote can be displayed to give a fast and clear overview of revisions to quotes. Actual costs can be added to each tool for future comparison to new quote calculations. Selectable master profiles allows for unique component libraries to be created for exclusive inclusion into templates. All information can be exported into a .CSV file for mapping into your ERP system or custom Excel quote sheets. -
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Workday Services CPQ
Workday
Ditch the spreadsheets. If it’s a service or subscription, Workday Services CPQ is designed to quote it. From guided selling to solution catalogs, price modeling, and more, Workday Services CPQ is designed for service and subscription quoting. Quote services separately or combine them on one quote, and do it 10x faster. Automatically create accurate proposals, SOWs, orders, or any quote-related document. Workday Services CPQ dynamically builds document content as you build your quote. Route quote approvals based on financial or non-financial metrics, like risk, product, practice, region, and more. Workday Services CPQ bi-directionally connects with CRM, PSA, and ERP software. We offer integration packages for CRM and Workday. And our development team can build new integrations as needed. Workday Services CPQ's innovative features transcend traditional quoting and raise the bar for user experience, empowering businesses to work smarter, not harder. -
48
VendorMode
VendorMode
VendorMode is job management software for small B2B teams that want a simpler way to manage quotes, contracts, invoices, and customer communication in one place. Instead of juggling spreadsheets and disconnected tools, teams get a clear workflow that keeps jobs organized from start to finish. A built in catalog keeps products, services, fees, and taxes consistent across the team. Information moves from quote to contract to invoice automatically, reducing manual entry and helping prevent errors. Quotes and invoices can be sent to clients as PDFs, with send history tracked automatically. Keep track of billing activity with a dashboard that shows billed amounts, payments received, top customers, and aging invoices. Customer contacts, vendors, files, and communication history stay organized in one place.Starting Price: $29/month -
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TurboQuote
TurboDocx
TurboQuote is a Configure, Price, Quote (CPQ) solution built into the TurboDocx platform that enables sales teams to create accurate, professional quotes quickly by combining product configuration, pricing management, and document generation in a single workflow. It allows users to manage product catalogs with configurable options, bundles, and dependency rules, ensuring that only valid product combinations are selected during the quoting process. It includes price books that support multiple pricing structures based on customer segments, regions, or sales channels, automatically applying the correct pricing to each quote to eliminate manual calculations and reduce errors. Once configured, quotes can be instantly generated as branded PDF documents, maintaining consistency and professionalism across all sales materials. TurboQuote also streamlines the entire quote-to-proposal process by integrating directly with document automation and e-signature tools within TurboDocx.Starting Price: $10 per month -
50
Paycove
Paycove
Paycove is an automated quoting, invoicing, and payments solution that integrates seamlessly with CRM and accounting software. Quickly create professional looking quotes and invoices that your customers can pay easily. Give your team the autonomy to quickly create consistent quotes and invoices without manual data entry. Scale and automate your quote and invoice workflow across your company's sales and finance teams. Paycove automatically syncs with data from your CRM to ensure accurate information across your sales and billing process for even the most complex projects. Create personalized templates that show off your brand. Include customer and product information specific to each deal. Whether you have a team of 5 or 500 employees, Paycove automates the flow of information between sales, project managers and accounts payable.Starting Price: $9 per user per month
