Alternatives to Baseqore
Compare Baseqore alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Baseqore in 2026. Compare features, ratings, user reviews, pricing, and more from Baseqore competitors and alternatives in order to make an informed decision for your business.
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KonstructIQ
KonstructIQ
KonstructIQ is an AI-powered construction and financial platform designed for residential general contractors, remodeling firms, and home builders. It consolidates the full project lifecycle, from fast, professional estimates to budgeting, invoicing, payments, change-order management, cost tracking, subcontractor coordination, and real-time reporting, into a single interface. Its estimating module enables contractors to build detailed bids quickly, using customizable cost codes, markup or margin calculations, and either cost-plus or fixed-price models. Once an estimate is approved, it becomes the project budget; every subsequent bill, invoice, or change order automatically updates the budget so contractors maintain accurate job costing and profitability oversight. Payments to subcontractors or suppliers are built in, and support methods like ACH, checks, debit/credit cards, virtual cards, or Zelle, and invoices can be paid directly by clients through a portal to speed up cash flow. -
2
DocSales
DocSales
DocSales is an award winning B2B SaaS platform that allows you to generate proposals and contracts through your CRM of choice with zero clicks (and zero effort). Our built in eSigning platform helps sales reps close deals faster by processing payments when a customer eSigns the document. Create quotes, proposals and contracts with ZERO CLICK. Just drag the opportunity card from your CRM to the Sales Documents. That's it! It works with major CRMs (SalesForce, Close.com, Hubspot, Pipedrive). DocSales: (1) Uses Google Docs as Document Template + Data from CRM opportunity. (2) Prepare the document and send it to your customer to eSign it (DocSales eSign or Docusign) (3) Charge your customer when they sign the document.Starting Price: $29 / month -
3
HoneyBook
HoneyBook
HoneyBook helps creative entrepreneurs and freelancers book more clients, manage projects and get paid all in one place. With their business management software, you can automate your busy work and stay on top of all your to-dos, saving time and money so you can grow your business. Its like your own personal assistant. This all-in-one management platform streamlines business processes, from first inquiry to final payment, so business owners can spend less time on administrative work and more time focusing on what got them passionate about their business in the first place. With their proposals, invoices, contracts, payments, and scheduling at your fingertips, HoneyBook gives you everything you need to give clients an unforgettable experience.Starting Price: $19 monthly ($16 annually) -
4
Flex Catering
Flex Catering
Flex is a all-in-one software helping businesses manage all their catering and off premise, from online ordering to production management. With Flex, you will be able to save time and money so you can grow your business faster. Its workflow is purposely built and covers B2B and B2C sales process. Flex provides everything you need to manage the catering side of your business from orders, to events, to production and delivery and everything in between. Our best in the industry online ordering website is fully customizable and will easily match your branding. Feature summary: - online ordering - orders and invoices - create and send proposals with e-sign capability - manage customers and company accounts - manage menu and prices - gift cards - delivery management - food costing - financials, payments - secure online payment - reports - integrations - event management - venues and rooms booking Book a demo todayStarting Price: $350/month -
5
Clientary
Clientary
A full-suite platform to manage clients, invoices, projects, proposals, estimates, hours, payments, contractors, and staff. The perfect solution to win clients and save time. Clientary is a professional services automation solution that covers your entire business. We've helped tens of thousands of freelancers, agencies and businesses manage client workflows. Stop wrestling with one-off doc files, templates, and disconnected apps. We help you streamline client lifecycles from proposals and estimates to time tracking, invoices, and payments so you and your team have everything you need in one place. Start your client relationship right with proposals and contracts. Gather signatures directly through clientary. Generate invoices automatically from billable work or estimates. Collect payments directly via credit card, ACH, or offline methods. Track time and staff tasks. Plan future hours. Manage projects with budgets, deadlines, and varying rates.Starting Price: $19 per month -
6
Enlivy
Enlivy
Enlivy is a commercial operations platform for service businesses. It connects proposals, contracts, invoicing, payments, and bank reconciliation in one system with EU e-invoicing through PEPPOL and ANAF eFactura built in natively. A proposal converts into a contract with multi-party parallel e-signature. A signed contract generates an invoice with automatic tax and multi-currency support. Payments are matched against imported bank statements. Every record links back so audit trails and client history stay complete. Clients access a branded Customer Portal with passwordless login to view, accept, sign, and pay. The platform is API-first with a REST API, webhooks, Slack, Zapier, and MCP server integrations. Six languages, 41 countries, multi-organization support. Free plan with no card and no time limit. Paid packs from EUR 4.99/month.Starting Price: $4.99 -
7
Moxie
Moxie
Moxie is an all-in-one business management platform specifically designed for freelancers, offering a wide range of tools to streamline client management, project tracking, accounting, contracts, time management, and invoicing. With features like customizable client health snapshots, project organization (from tasks to deliverables), expense tracking, and easy invoicing, Moxie simplifies complex business workflows. It integrates with tools like Google, QuickBooks, and Stripe for smooth operations, and includes features like automated recurring invoices, e-signatures for contracts, and a calendar to track important dates and meetings. The platform also allows freelancers to track time spent on projects, manage proposals, and offer a client portal for seamless communication. Moxie aims to help freelancers save time, reduce administrative burdens, and improve their overall workflow with a user-friendly, centralized system for managing their business.Starting Price: $10 per month -
8
SwiftCloud
SwiftCloud
eDocs, eSign - Paperwork 2.0 for Every Business. Legal eSign, Smarter Sales Contracts, eDocs with Payments, Winning Proposals, Complex Forms, Online Applications & More. When your client e-signs a doc, pays an invoice, buys a product, or schedules an appointment, we will create a free account for them if needed, then store the signed doc, receipts, and other uploads in your shared social online workroom. Your account automatically includes a social CRM (Client Relationship Manager + contacts address book) built in as an option. We specialize in service based small businesses. SwiftCloud can help you get documents signed, go paperless even with complex forms or PDFs, get paid and collect money, schedule appointments, and automate your small business. Our #1 focus is being the best paperless software bar none.Starting Price: $15 per user per month -
9
Cone
Cone
Impress clients and save time, no more manual invoicing or chasing payments. Cone’s intuitive proposal software sets the standard for what a simple, yet powerful product looks for accountants. Send professional proposals and gather payment details upfront. Kick-off projects automatically as soon as the proposal is signed. No more manual work. Projects start automatically after proposal acceptance. Gain clear visibility into your team's tasks, deadlines, and project progress and supercharge your workflows. Streamline your work and unlock productivity. Send clients forms, collect e-signatures, and request files seamlessly through the client portal. No need to nag clients manually anymore. Create invoices either from proposals or projects. Supports multiple payment methods like ACH or credit/debit cards. We understand that protecting your data is crucial for the success of your business, which is why we have implemented various measures to ensure the security of your data.Starting Price: $8.51 per month -
10
ClientDeck
ClientDeck
ClientDeck is an all-in-one Client Operating System for freelancers, agencies, consultants, and service businesses. Manage your entire client lifecycle—from proposals and client portals to projects, invoices, payments, file sharing, time tracking, and AI-powered reports—in one streamlined platform. Instead of paying for multiple disconnected tools, ClientDeck centralises your workflow to save time and deliver a premium client experience. Connect your own Stripe, PayPal, or Razorpay account to accept payments directly with zero platform transaction fees, while native multi-currency support makes working with international clients effortless. Every plan includes branded client portals and professional invoicing, with no per-user pricing. Start for free, with premium plans from just $9/month, and run your entire client business from one powerful workspace.Starting Price: $9/month -
11
Indy
Indy
Indy is an adaptive, all-in one management software that helps freelancers and small businesses track everything from proposals to payments. Indy makes organization and time management easy, letting its users focus on their work. This platform features a library of proposal, contract, and form templates to make getting clients easier. The task tracking system allows users to assign individual tasks to larger projects or categories. As users work on tasks, the time tracker tool logs and categorizes time spent on each task, making it easy to balance multiple projects and create invoices. When it’s time to get paid, use Indy to generate a detailed invoice to send right to clients: in return they get peace of mind knowing that Indy uses the web’s top payment methods, like PayPal and Zelle. With other tools like Profiles, Drive, and Client Contacts, Indy’s features make it a versatile and reliable addition to any creative team.Starting Price: $19/month -
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Trade Service Pro
Trade Service Pro
Trade Service Pro can make the hard work easier for you. Estimates, eSign, invoices, ePay, scheduling and so much more. Increase your productivity, and customer satisifaction and take control of your on-the-job and back office needs. Input all customer and lead inquiries to keep track of who needs what, when, why and how. All without those scribbled notes, scattered to-dos, and faulty memories. Create and email proposals and invoices at the job site, the back-office or anywhere life takes you. Empower your team with the tools they need to get the job done. Easily create and send professional proposals to customers' inboxes where they can accept and eSign.Starting Price: $49 per month -
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EZcontractPro
EZcontractPRO.com
Design proposals that make sense to your average prospective client. Organized by sections and categories, your proposal will read like a story line for their project. Most clients need assistance in choosing the fixtures for their project. Allowance Items give you a space to provide your client a solid estimate. Not all proposals are signed on the first try. The addendum feature allows you to revise an estimate and clearly show the changes in contrast to the original estimate. Once the project is awarded, there's always a chance that you'll be making adjustments. Change Orders allow you to track additional work and provide a contract in writing for you and your client. Most projects will require some type of payment structure. Using the payment terms form, you can create, edit, and save payment terms for every project. Find yourself selling similar jobs? Templates can speed up the estimate writing. The options are endless!Starting Price: $19.99 per month -
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Beam
Beam
Beam is an all-in-one construction and financial management platform designed to help contractors manage sales, finances, compliance, and operations in a single hub. It consolidates tools like spreadsheets, email, shared drives, and accounting software to simplify workflows and save time. Beam includes features such as estimating and proposals, invoicing and online payments, change order management, bill payment, card and expense management, daily logs and tasks, and a cash management account. It offers job costing to improve project profitability, lien waiver management to automate lien waiver collection, and compliance tracking for insurance and licenses. Beam's client portal allows for professional estimates, invoices, and change orders, enhancing client communication. The Beam Visa Card automates receipt capture, improves cash flow, and earns 1% cash back. Beam integrates with QuickBooks Online for seamless bookkeeping.Starting Price: $200 per month -
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Clearmargin
Clearmargin
Freelancers and small teams don't have a billing problem — they have a juggling problem. One app for proposals, another for time tracking, a spreadsheet for expenses, a third tool for invoices, and maybe QuickBooks because someone said they should. Things slip through the cracks. An invoice goes out late. Hours don't get logged. A cost gets eaten because nobody tracked it. The mental overhead of keeping it all straight is exhausting. Clearmargin puts proposals, time tracking, expenses, invoicing, and payments in one place. Build professional proposals with scope, timeline, and pricing. Track time with a quick-entry strip or running timer. Log expenses and assign them to projects — or split shared costs like software subscriptions across multiple clients automatically. When it's time to bill, generate invoices from project data in one click. Accept credit card and ACH payments directly through your invoices via Stripe Connect at standard processing rates.Starting Price: $14.99/mo -
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COLO
Techies Technologies
COLO is an all-in-one finance and business management platform designed for freelancers and small businesses. It helps users manage clients, projects, tasks, proposals, contracts, invoices, and payments from a single workspace. COLO simplifies day-to-day operations by combining scheduling, communication, and financial tracking in one system. Built-in chat and collaboration tools make it easy to communicate with clients and teams in real time. Users can send branded proposals, get approvals, and convert work into invoices quickly. Financial management features provide visibility into income, expenses, and reports. COLO helps small businesses stay organized, save time, and run their operations more efficiently. -
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Invoicer
Invoicer.ai
Get unlimited invoices, estimates, and clients. Incredibly easy to create invoices and estimates and for your clients to pay them. Easily create and send invoices and estimates in seconds with our in-line editor. Quickly select previously used clients and items. Automatic calculations take out the guesswork. Notifications let you know when invoices are viewed. We integrate with Stripe so you can easily accept payments by credit card, debit card, Apple Pay, and Google Pay from your clients in 135+ currencies. Manage all of your clients, invoices, and estimates in one convenient location. Easily search and filter. Access from anywhere. Customize with your logo and color. See what your invoice looks like as you create it. Easily create and send estimates (also known as quotes or proposals) to your clients. Your clients can approve them, and you can turn them into an invoice in one click or use our intelligent automation to do it all for you.Starting Price: $7 per month -
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Clozo
Clozo
Clozo is an EU-first billing tool for freelancers: send a professional proposal with a legally-binding e-signature, collect a deposit, and get paid in one link via Stripe (card/iDEAL/Bancontact) or SEPA. It validates client EU VAT live (VIES), applies cross-border reverse-charge automatically, and generates compliant e-invoices in one click — ZUGFeRD, Factur-X, Peppol UBL, FacturaE, ebInterface, FatturaPA. Plus recurring billing, time tracking, expenses with DATEV export, and GDPR data export. Built for EU freelancers and micro-studios who want proposals, signatures, invoices, payments and expenses in one place instead of four separate tools.Starting Price: Free plan; paid from €12/month -
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JotNot Invoice
JotNot
JotNot Invoice allows you to easily create, send, and track all your invoices and estimates. Built for contractors, consultants, small businesses, and freelancers, it’s the app for professionals on the go. Create an invoice in just a few taps. Send out your invoice from on-site or right after the job. Convert estimates to invoices with a single tap. Flexible payment methods, including credit cards, PayPal, check or cash. View summaries of your invoice and estimate activity. Track and manage your clients, products and services. Track payments and see which invoices are overdue. Build your brand with customized templates. Send invoices while out of the office. Get your invoices and estimates on any iOS device. Monitor your business with built-in reports. We aim to provide the best possible user experience and service. Go paperless and get paid faster. -
20
Handoff
1build
Handoff provides everything you need to automate the operations of your contracting business with artificial intelligence. Create instant estimates, send winning proposals, wow your clients, and get paid faster. Handoff provides a complete toolkit to grow your remodeling business 10x faster without having to work 10x harder. Handoff generates detailed estimates for residential construction projects in seconds. Your clients' information and their estimates are stored in one place for easy access. Our AI automatically generates winning proposals you can send to your client with one click. Send digital invoices to your clients. Provide them with an enjoyable buying experience while you get paid faster.Starting Price: $39 per month -
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Kyon CRM
Kyon CRM
Kyon CRM is a feature-rich, web‑based CRM tailored specifically for dog trainers and training academies, offering a cohesive platform that streamlines client acquisition, scheduling, billing, communication, and performance tracking. It centralizes client and lead management, including maintaining detailed records of dogs, contacts, and training progress; provides tools for proposals and deals, private and group lesson scheduling, attendance tracking, and task management. The integrated calendar ensures trainers can set reminders and appointments easily. Invoicing lets users generate professional invoices, accept payments via Stripe, PayPal, or cards, and track expenses efficiently. For automation, Kyon CRM supports automated payments, online reminders (email/SMS), customizable message templates, and an API with a powerful query system to fetch or update data programmatically. -
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SolarLogics
Logics CRM
CRM for solar companies. Streamline your sales process from lead management and technical and financial assessment to proposal preparation, e-signing, and billing. Solar Logics comes with a built-in solar panel system size and cost calculator. We understand that different solar installers use different methods for calculating the system size. That's why Solar Logics allows you to enter your own technical, geographical, and constructional constraints into the calculator. No matter how many lenders you work with and what states your clients are at, Solar Logics allows you to enter loan and incentive details and uses those figures to estimate the short and long-term savings in the proposal document. Solar Logics generates solar energy system proposals based on the results of the calculators. Your proposal includes the charts and tables indicating electricity bill before and after solar installation, savings and incentives, projected payback period, and loan repayment plan breakdown.Starting Price: $45.00/month/user -
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Track and Invoice
Track and Invoice
Track and Invoice is a time and goods tracking, and invoicing software built specifically for freelancers and small businesses who bill clients for their time, materials, and expenses. Unlike general accounting platforms, Track & Invoice is designed around the way service businesses actually work — tracking billable hours, logging goods and reimbursable purchases, and turning all of it into a professional invoice in minutes. Track and Invoice is built for businesses that bill clients for work performed — interior designers, general contractors, landscapers, architects, electricians, plumbers, coaches, trainers, event planners, pet sitters, and any other service professional who needs to track time and expenses and invoice clients without a complicated accounting system. The software is subscription-free, with frees only if payment processing is used to process payment automatically via bank transfer or credit card.Starting Price: $0 -
24
OneSuite
Technext
OneSuite is an all-in-one platform for freelancers, agencies, and small businesses to manage clients, projects, invoices, documents, and leads in one place. It brings together CRM, task tracking, invoicing, contract management, and lead management in an easy-to-use system. With OneSuite, you can track projects, manage leads, communicate with clients, send invoices, and handle contracts effortlessly. The client portal keeps everything organized, while features like invoice cloning, Stripe payments, and digital signatures help you save time and work efficiently. Whether you're a freelancer or growing a business, OneSuite helps you stay organized, professional, and focused on success. Try OneSuite today and take control of your business!Starting Price: Start from $29/month -
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ClientPoint
ClientPoint
ClientPoint Enterprise platform helps you easily manage document and proposal generation, automation, tracking and AI-powered business relationship workspaces (called ClientPoints) and relationship sidebar for prospects, customers and partners. Schedule, message, video conference, share content, e-sign, and pay all in one place. Propose & close deals faster, serve & grow clients better, and transform your most valuable business relationships. The enterprise platform allows for integration of your CRM, ERP, BI and other tools, or use ClientPoint end point solutions, including custom CPQ, and formentioned tools, to save on your tech stack. ClientPoint has a content library, robust document generation, storage and template creation and other tools for sales decks, proposals, RFP’s. Pricing varies depending on your company's needs, branding, and customization. For solopreneurs and basic users, there is a free ClientPoint.me platform -
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Clientjoy
Clientjoy
Clientjoy is an all-in-one crm to manage Sales Pipeline, Clients, Appointments, Mailbox, Create Proposals, Contracts, Invoices, collect Payments & run Email Sequences. It is popularly known to have the power of 8 tools in one without the overwhelm. Clientjoy CRM is designed & developed keeping small & medium businesses, typically agencies & freelancers in consideration. It is being actively used by 4000 Agencies & 9000 Freelancers in 90 countries. Clientjoy CRM has a 14 Day Pro Trial & has primarily put up its Lifetime Deal on Sale for just $129 Per User for Life.Starting Price: $149 one-time fee -
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EventPro360
EventPro360
EventPro360 is the perfect easy to use, affordable, customizable, cloud-based event solution! • Customize Event Documents… contracts, invoices, BEO’s etc. • Customize food, beverage menus & all charge items • “EventPro360 Payments” offers your clients the convenience to make secure, integrated, seamless event deposits & payments. • Contact Management for task reminders, inter system communication • Integrated Website Event Request Feature • Phenomenal Reporting and Marketing Capability • e-sign partner signNow affords easy professional client document signingStarting Price: $1250/year starting -
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Scopable
Scopable
Scopable is a cloud-based (SaaS) quoting and assessment platform for managed service providers (MSPs). It integrates with the systems MSPs already run (ConnectWise, HaloPSA, NinjaOne, Microsoft 365, Azure, Pax8, Ingram Micro, IT Glue) and pulls live client data: endpoints, configurations, security posture, and 365 tenant details. From that data it runs automated assessments, scoring each client environment, flagging security and compliance gaps, and building a prioritized technology roadmap with cost projections. The roadmap feeds a quoting engine that generates margin-protected proposals using the MSP's own pricing, with automated labor and hardware estimates that update as scope changes. Proposals are delivered through a client portal with e-signature, syncing back to the PSA. The platform also includes natural-language client queries, CRM records, GRC tracking, and workflow automation. Currently in limited early-access release.Starting Price: $89/month -
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eSign
Graphics Point Engineering
eSign Standard playback client is our flagship product for stand alone or remote client playback on systems with a single screen to multi-screen. Powerful digital signage, unattended video walls or data wall monitoring. It is designed to provide information distribution for many different applications. eSign Edit is an expanded editing tool for eSign project and schedule files. It is intended for desktop editing and manual updating of eSign client systems. eSign Site Manager is a complete site management system for all eSign client playback products. It's intended for dedicated site management and editing stations to remotely update eSign client systems.Starting Price: $799.00/one-time/user -
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GetCost
Trizal Digital
GetCost is the tool you need to be competitive on the market. Create precise estimates easily and super fast. Save time and win more jobs! Estimates & Invoices. Features. Create estimates and invoices with a professional look and feel. Allow your clients to pay you with credit cards (like VISA, MasterCard) and PayPal. Send your estimates and invoices by SMS, email or download the PDF. Manage your team and collect the payments of all your clients in your account. Take pictures and add markups (draw) on them. Keep a markup on the total of your estimates and invoices that will not be visible to your clients. Set discounts and taxes per item. Your Clients As A Priority. Get the client's history easily. Use it as a CRM and keep comments on your clients. Build trust with your clients, show them you are the perfect contractor for the job. Agenda & Timesheet. Keep track of your time and of your employees. Keep your schedule efficient.Starting Price: $9.99 per month -
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Estimate Rocket
Logical Engine
Estimate Rocket is the proven growth system for contracting companies who are ready to take their business to the next level. Early warnings help you fix project overruns before they get out of hand. Create professional proposals, sign on the spot online, and follow-up automatically. Instantly create and send invoices with automated follow ups, and optionally allow your customers to pay online. Accurately estimate and manage labor and material costs with predictive project tracking. Reduce the hours spent doing paperwork, chasing down payments, and manually following up with leads. Immediately respond to clients and employees with instant access to all your information from anywhere. A lot of software is hard to use, but we designed for ease of use from the ground up. Get up and running in just a few minutes. Estimate Rocket works on all web enabled devices and operating systems including PC, Mac, Android, iOS, Blackberry, and more. -
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Classified Billing
Classified Billing
Classified Billing is an all-in-one invoicing solution tailored for freelancers, small businesses, and agencies. It simplifies billing processes with essential features such as: Multi-Workspace Management: Handle multiple organizations from a single account. Unlimited Invoices, Service Items, and Customers: Scale seamlessly without limitations. Custom SMTP Integration: Send invoices via your own email domain for a branded experience. White-Label Options: Customize the platform to reflect your brand. Stripe & PayPal Integration: Offer convenient online payment options to clients. Team Collaboration: Invite team members to streamline workflows. With Classified Billing, invoicing becomes effortless and professional, freeing up your time to focus on growth. Our user-friendly platform is designed to help businesses manage financial tasks efficiently and enhance client trust.Starting Price: $9 -
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Builder Prime
Builder Prime
Builder Prime, a customer and project management solution, assists contractors to save time, earn more money, and win more jobs. Contractors can manage their leads and all of their interactions with Builder Prime's Customer Relationship Management feature. Builder Prime enables contractors to monitor and track all of their projects from anywhere and any device with the Project Management feature. Clients can also access Builder Prime via the Client Console feature for eSigning of contracts, viewing and paying of invoices, and submitting new work requests.Starting Price: $149.00/month -
34
Cheque
Cheque
Cheque is an invoicing and payment platform that helps businesses stop waiting to get paid by offering flexible payment terms and optional early payment discounts on invoices. Instead of relying on loans, factoring, or awkward payment chasing, Cheque lets suppliers decide when they want to get paid and gives clients the choice to pay early for a better price or pay later at full value. Users can create and send professional invoices in minutes, set flexible due dates, customize terms per client or project, and incentivize early payment without renegotiating contract terms. Cheque also helps teams manage cash flow with clearer visibility, notifying users when a client accepts an early payment offer and when money is received, so they can plan around payroll, bills, freelancers, and project costs with less uncertainty. It supports payment by credit card, ACH, or wire, along with invoice and receipt downloads for clients.Starting Price: $19.29 per month -
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Lancelot
MarketBranch
Quickly and easily create professional proposals that represent your freelance offering with Lancelot. It only takes minutes, not hours to craft the perfect proposal with Lancelot. Our aim is to make it as simple as possible to create beautiful proposals with ease. When you’re ready, send your proposal through Lancelot and get real-time notifications when your client has viewed your proposal. Your client can sign and accept your proposal directly through Lancelot, reducing the friction of sending documents back and forth. Save time and avoid the frustration of manual formatting. With Lancelot, creating a fully customized proposal takes minutes instead hours. First impressions matter. Impress your clients with a beautifully designed and professional proposal with a premium cover image. No more printing and scanning just to get a signature! Your clients can sign your proposal online with an e-signature. -
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QuoteRobot.com
QuoteRobot
QuoteRobot makes it easy for web professionals to write winning proposals, invoices, and contracts. Our professionally designed proposal, invoice, and quote themes help you look your best. Rather than using a word processor, use one of our hand-crafted themes or create your own. QuoteRobot mines line item data from your quotes, invoices, and proposals to help you know what to charge for every item, automatically. Start from scratch, or use of our pre-written proposal templates to get your quote out the door more quickly. Save past proposals to use as templates for repeat pitches. Email your potential client a proposal with an optional PDF attachment and they can approve it on your own subdomain with a single click. Easily generate a detailed timeline of your project, complete with payment milestones so your clients know when to pay you to keep things moving.Starting Price: $19 per month -
37
SpecBot
SpecBot
SpecBot is an AI-powered proposal generator for freelancers and small agencies. Fill in a short intake form — client name, project type, budget, timeline, requirements — and get a complete, professional proposal in seconds. Every section is fully editable so you can customize tone, pricing, and scope before sending. Share proposals via a branded client link instead of PDF attachments and get notified when clients view them. Free tier includes 10 AI proposals per month. Pro plans from $12/mo for 50 proposals.Starting Price: $12/month/user -
38
CorkCRM
CorkCRM
Take notes, book appointments, and follow up with leads automatically. Enter leads automatically via our Mailparser integration. New customers can book appointments online or over the phone. Sync appointments with Google Calendar. Once setup, new appointments will sync automatically. Impress your clients with sleek custom proposals. Cork makes it really easy to create detailed proposals. When you are at an estimate just fill in the blanks and email it to the customer. Customers can sign contracts on the spot or later on via email. Electronic signatures can be collected from a phone, laptop, or tablet. Used in combination with our online payments feature, estimators can eliminate the second trip back out to the house. Keep your business on schedule with our built-in job schedule. Establish a start/ end date and then assign a crew. Your crews can see for themselves where they need to be.Starting Price: $99 per month -
39
Benroy Business App
YZY SOFT
Unlocked filemaker template for your’s custom app starting point. Application is the ideal solution to manage your contacts, projects, job orders, estimates, project discrepancies, leads, proposals, contracts, products, warehouses, incomes, expenses, payments, documents, and tasks, events with calendar, timesheets. It’s the smart way to manage your business! Ideal feature for a perfect business process management. Prepare activity sets (event and/or task) and assign them easily to a contact, project or sales lead. Project module allows you to define projects, tasks, and roles, track project activity; assign tasks to individuals or groups; prepare purchase orders and estimates; quickly prepare invoices and track project expenses. Track your leads and prospects, quickly prepare quote/proposal and send it to the customer. When leads are won with one click create project and track process later on.Starting Price: $999 per year -
40
Ratiba
Ratiba
Ratiba is proposal and itinerary software built specifically for safari operators, tour companies, and DMCs. It replaces Word docs, Excel costing sheets, and static PDF quotes with one web app where your team builds day-by-day itineraries, prices them automatically, and sends interactive online proposals clients can view, comment on, and approve from any device with no login. Key features: a visual itinerary builder with reusable templates and AI-assisted planning; a content library of your lodges, activities, and parks; an automatic cost-plus pricing engine with rate cards, meal plans, seasonal rates, and multi-tier park fees; branded, mobile-optimized web proposals with comments, PDF export, and multi-language support; client CRM; and multi-user team workspaces with flat-rate, non-per-seat pricing. A modern alternative to Tourwriter, Tourplan, Travefy, Wetu, and Safari Portal for teams who want faster itineraries and premium proposals that close more.Starting Price: $49 -
41
Rock Paper Coin
Rock Paper Coin
Rock Paper Coin is a client management platform built to streamline proposals, contracts, invoicing, lead tracking, and secure online payment processing for event professionals and small business entrepreneurs. It lets users create professional, branded proposals quickly using templates or custom designs, send them with real-time engagement notifications, and integrate inquiry forms on their websites for easy lead capture and management. It supports digital contracts with e-signatures, flexible digital invoicing with installment options and automatic reminders, and secure payment processing powered by Stripe with bank-level security, fast deposits, and flexible fee handling. Users can embed branded lead forms, view and organize submissions, and convert leads to clients within the system. Rock Paper Coin offers custom branding on proposals, contracts, invoices, and emails, Google Drive integration for document access, and full desktop and mobile functionality.Starting Price: Free -
42
1account
1account
1account is invoicing and income tracking for freelancers and consultants who bill clients across borders. Create professional PDF invoices in 35+ currencies and get paid via Stripe, bank transfer or crypto (BTC, ETH, USDT and 400+ more). The dashboard converts everything into your base currency, estimates a tax reserve and shows what is actually safe to spend - not just a pile of paid invoices in mixed currencies. Free to try, no card required.Starting Price: $9/month, generous free tier -
43
Factofly
Factofly
Factofly is a comprehensive invoicing platform designed for freelancers, gig workers, and consultants. It enables users to invoice clients without the need for business registration, handling compliance with local tax regulations and administrative burdens. Factofly manages invoicing, payments, and deductions for taxes and social contributions, ensuring freelancers can focus on their craft while staying compliant. The platform offers fast payouts, typically within days of client payment, and promotes fair practices with clear terms and transparent pricing. Ideal for photographers, designers, IT consultants, and other independent professionals, Factofly streamlines freelance income management, providing a hassle-free solution for those seeking efficiency and peace of mind. -
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E-Sign
E-Sign
Keep your business moving forward with a leading secure electronic signature system. Generate documents, negotiate contracts, accept payments, and create automated workflows. E-Sign is a leading global provider of electronic signature solutions. Our eSignature platform accelerates agreements, eliminates manual tasks, and makes it easy to connect with the tools and systems you’re already using. Agreements are everywhere in everyday life. From sales contracts and offer letters to account openings and invoices. E-Sign’s eSignature solution gives you have the ability to complete contracts, approvals, and other agreements in minutes. And because E-Sign can fit into your digital ecosystem, you can extend these benefits to other stages of the agreement process, such as preparing, acting on, and managing agreements.Starting Price: £10 per month -
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Workspace
TapChief
Create proposals, manage projects and send invoices, all in one place, with Workspace. Manage leads and win more clients with beautiful proposals. Organize leads into groups with custom labels. Create proposals from existing templates and save to reuse later for different clients. Collect project requirements with custom forms shared on email or chat. Manage multiple projects on one dashboard. Track progress across projects and zoom in on details to address risks. Customize stages and properties to match your project lifecycle. Add team members and invite clients to share updates in real-time. Breakdown projects into tasks and milestones. Scope your projects by creating tasks from templates or previous projects. Assign tasks to teams, create sub-tasks and set due dates. Track your tasks in a calendar, board or list view and filter by assignee or project. Create invoices, manage your finances and get paid, on time. -
46
DJ Manager
DJ Manager
With DJ Manager's dynamic links, you can access all the information you need in just a few clicks. Client rings you on the spot? Add their information to the system in seconds. Why use multiple tools located in different places, when DJ Manager can bring all this into once place. We also offer connections with Zapier for further integration. Add client records and associate with events to keep track of bookings and contact information. Use the inbuilt task tracker to track your relevant tasks, and link these to items such as events, clients and more. A calendar shows all events, leads, enquiries and booked off dates with their statuses. Automated quick stats use the reporting system to generate instant statistics directly on your dashboard. Send clients a link and get your contracts signed via the E-sign portal. Clients can review and electronically sign documents.Starting Price: $10.48 per month -
47
Invoicity
Agentop Services Ltd.
Invoicity is a mobile-first invoicing and estimate generator built for freelancers, contractors, and service-based SMBs who need to bill clients on the go. Create a branded invoice on iOS or Android in under two minutes, share it by link, email, or QR code, and collect payment instantly through embedded Stripe or PayPal checkout. Unlimited companies can live under one account, so side gigs and multiple DBAs stay neatly separated while feeding a single, real-time payment dashboard. Item and client libraries speed up repeat work, automated reminders reduce late payments, and offline draft mode lets you finish paperwork even when the signal drops. Start free—upgrade only when your volume grows. With Invoicity, you spend less time on back-office tasks, look more professional to your clients, and get paid faster, all from the phone already in your pocket.Starting Price: 6.99 -
48
ProposalSmartz
ProposalSmartz
The Ultimate Business Document Software! ProposalSmartz is excellent software that creates all your important documents like business proposals, letters, contracts, invoices and estimates. ProposalSmartz ensures that you close all your business leads in first go by creating winning proposals within minutes. It’s time to say Goodbye to expensive content writers. Proposalsmartz contains professional business proposals, letters, contracts, invoices and estimates written by industry experts. You need not depend on expensive content writers with this easy-to-use business proposal software. You can generate business proposals and other documents in just 3 simple steps and publish them. Proposalsmartz proposal software provides you with a huge number of business proposal templates for different documents depending on your industry. You can easily search for the required template and use it as per your choice. All the business proposal samples in Proposalsmartz have been created and reviewed.Starting Price: $49.95 one-time payment -
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Markate
Markate
Markate is a CRM application that generates estimates, work orders, and invoices. This software helps manage employees and track projects in the field, stores critical customer information and allows a business owner to leverage information to easily increase business, generate reports, support social reviews as well as traditional marketing campaigns. Markate connector and add-on options provide business productivity solutions for photo and video project documentation, bookkeeping, employees access, online bookings, lead contact forms, branded customer portals, a virtual phone number, a customizable proposal kit, Ask for Review (via email or text), virtual video estimates, and residential consumer-friendly financing, multiple payment processing options as well as integrations with Google Contacts, and Google Calendar.Starting Price: $39.95 per month -
50
Solargraf
Solargraf
Create detailed roles & permissions for everyone on your staff. From account owner to sales and even accounting, give everyone on your team custom access to the portions of the software they need and nothing they don’t. View all of your active projects whether new, in progress, or closed on a handy dashboard. Make sure nothing falls through the cracks with a live, bird’s eye view of everything happening in your account. Customize your proposals with your company color scheme, reorder or remove proposal sections, and add your logo and cover image to give your quotes a personal flair. Use our good, better, best feature to offer multiple product and pricing options to your clients on a single proposal for them to e-sign on the quote they like best. Get everything you need to apply for your permits and engage the homeowner like never before remotely by using our virtual site assessment feature.Starting Price: $229 per month