Roadbase
Roadbase is an AI-assisted, quote-first planning platform for creative freelancers and agencies. Paste a project brief or attach a PDF, and Roadbase creates an editable first draft with a project summary, phases, tasks, roles, estimated hours, timing, assumptions, and estimate reasoning. Your team reviews and adjusts the draft, then applies its own role costs and billable rates, overhead, direct expenses, contingency, and target margin to build the quote.
The visual timeline keeps tasks, timing, roles, hours, and pricing in the same project model. When the plan is ready, export the reviewed work breakdown, roadmap, and cost summary as a proposal PDF. After approval, carry the work into a simple Kanban workspace, assign tasks, keep comments with the work, track time by project and task, and compare actual hours with the estimate.
Roadbase is built for creative service businesses in advertising, branding, design, video production, web and app work, and related consulting projects.
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nutraCoster
Use any menu as a menu item in another menu. This allows submenus like Appetizers, Entrees, etc. to be easily combined. Use any recipe as an ingredient in another recipe. This allows mixes, sauces, batters and doughs to be easily used in more than one product. Unlimited number of ingredients and an unlimited number of process steps for each recipe/formula. Calculate Product Costs including labor, materials, packaging and overhead for any size batch. Calculate gross margin or target selling price for each product or menu item. Flag products whose actual margins are deviating from the target. Product Costs including labor, materials, packaging and overhead for any size batch.
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Provus
Take control in today’s service-driven economy and transform the way you sell services with our AI-led guided selling. The way you estimate, price, and quote will never be the same again. Powerful AI-led and data-driven features reinvent how services are estimated, priced, and quoted. By removing the traditional inefficiencies of creating and managing services quotes — from simple services to complex, recurring agreements — the Provus services quoting cloud helps achieve revenue maximization and margin optimization. Say goodbye to revenue leakage with our unique AI-guided selling approach that’s easy to use and extremely effective. Provus’ AI engine provides scenarios, win/loss probability, and risk analysis by carefully analyzing historical data. Services quoting is a complex process. With a delicate balance between gross margin, resource mix and locations, and other levers it is easy to lose sight of risks.
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ScalePad Quoter
Quoter is a cloud-based, quote-to-cash platform purpose-built for managed service providers (MSPs) that automates over 30% of sales-related tasks. It integrates with PSA, CRM, distributor, payment, and accounting systems to auto-populate client, product, and pricing data. It supports infinitely configurable line items, bundles, volume discounts, multi‑currency pricing, tax and shipping calculations (including Avalara), and e‑signature and payment processing via Stripe, PayPal, or ConnectBooster. Quoter offers branded, reusable templates, product configurators with optional and single‑select items, and inventory-aware distributor pricing. It includes email tracking, automated follow‑ups, manager approval workflows, cost and margin tracking, and comprehensive reporting on quotes, margins, users, and products.
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