Alternatives to HiVis Quote AI

Compare HiVis Quote AI alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to HiVis Quote AI in 2026. Compare features, ratings, user reviews, pricing, and more from HiVis Quote AI competitors and alternatives in order to make an informed decision for your business.

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    Zoey

    Zoey

    Zoey

    Zoey gives distributors and manufacturers a B2B ecommerce website, self-service buyer portal, order management system, and native mobile sales app in one platform. Zoey becomes the central operating layer between your sales team, buyers, and back-office systems. Built on B2B-specific commerce logic: customer-level pricing, multi-account management, purchase approvals, net terms, and rep ordering on behalf of buyers. No-code storefront, no developers required. Inside sales teams manage quotes and approvals from a web dashboard. Field reps, delivery drivers, and trade show teams capture orders from a mobile app that works offline. Supports barcode scanning and AI ingestion converting PDFs and photos into order drafts. Built-in CRM, order management, quoting, and invoicing, no third-party add-ons. Native integrations: NetSuite, QuickBooks Online, ShipStation. Data mapper connects to any ERP without custom development. Cut manual order entry, scale without hiring.
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    Fergus

    Fergus

    Fergus Software

    Fergus is an innovative cloud-based Job Management software that facilitates the essential task required to run a trade-based operation. Intended to work for an individual professional or teams, the platform offers a full workflow organizer from quoting to invoicing and everything in between.
    Starting Price: $40.00/month/user
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    Tall Emu

    Tall Emu

    Tall Emu

    Tall Emu is business management software for manufacturers, wholesalers and distributors that need more than spreadsheets and disconnected systems, without the cost and complexity of a traditional ERP. Manage customers, sales, quoting, orders, inventory, purchasing, manufacturing, warehouse and operations in one connected platform, integrated with MYOB and Xero for accounting. Give your sales team real-time visibility of customers, stock and pricing, create professional quotes quickly, manage leads and opportunities, and turn sales into orders without double handling. Powerful inventory, purchasing, manufacturing, warehouse and freight tools keep the operational side of the business connected too. Built for growing Australian and New Zealand businesses, Tall Emu brings sales and operations together in one system.
    Starting Price: $95 AUD per user per month
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    Vocalys

    Vocalys

    Vocalys

    Vocalys is an Android app for independent tradespeople and field-service professionals who prepare customer quotes and invoices on site. Users dictate job details, review the structured draft, and edit descriptions, quantities, prices, and taxes before confirming. The app can scan supplier price labels, apply a chosen margin, and add materials to a quote. Users can include customer, business, payment, and deposit details, then share PDFs or send quotes for electronic signature through AgoSign. Accepted quotes can be converted into invoices; documents can be organized and exported for an accountant. Some viewing and editing work offline, while dictation, scanning, synchronization, sending, and remote signature need an internet connection. Country settings adapt document formats, currency, and tax fields. Vocalys is designed for plumbers, electricians, landscapers, service technicians, and other independent field professionals.
    Starting Price: £10.99/month
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    InForge

    InForge

    Arrowtrack Solutions

    InForge is a web-based quoting and scope-of-work platform for agencies, studios, contractors and other project-based service businesses. It lets businesses create branded intake forms and pricing rules, then turns prospect submissions into itemized quotes and written scopes of work. Teams can edit and send proposals through a client portal where customers review details, e-sign documents and follow payment links. Quotes can include packages, line items and recurring retainers, while industry templates help tailor forms and pricing to different trades. InForge also offers a WordPress plugin for embedding intake forms, configurable payment links, and optional AI-assisted intake or scope drafting using a customer's own API key. Its plans are priced monthly rather than per seat, with a free tier limited to one open project.
    Starting Price: $19/month
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    DoneQuote

    DoneQuote

    Overlab Holding B.V.

    DoneQuote is AI quoting software for companies that sell by sending quotes: trades and home services, plus B2B and field-sales teams with a catalog (for example commercial equipment dealers). Slow quotes lose jobs. Bad quotes lose them too: wrong lines, wrong prices, messy PDFs, version chaos, and unclear scope. DoneQuote drafts from your catalog so quotes are complete and accurate. You review every line, edit in plain English, and send a branded online quote. The customer opens it on their phone and approves with one click. Quiet quotes get a reminder. A sales tool from lead to deal, not invoicing or scheduling. First 10 sent quotes free. Works on mobile. Until the deal is done.
    Starting Price: $119/mo or $99/mo yearly
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    Cotizaciones al Instante

    Cotizaciones al Instante

    Cotizaciones al Instante

    Cotizaciones al Instante is a Spanish-language web application for freelancers, tradespeople, and small businesses in Mexico to prepare customer-ready price quotes. Users can add business and customer details, products or services, quantities, unit prices, discounts, and taxes, then generate a PDF proposal and share it through WhatsApp. The free plan allows up to three quotes each month. Pro costs MXN 99 per month and includes unlimited quotes, business branding, product photos, reusable business information, complete quote history, and duplication of previous quotes. The app runs in a web browser on phones and computers. Quotes are commercial proposals, not Mexican CFDI tax invoices.
    Starting Price: MXN 0/month
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    Roadbase

    Roadbase

    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.
    Starting Price: $10/month
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    TradesInvo

    TradesInvo

    TradesInvo

    TradesInvo is cloud-based business management software for UK tradespeople and small trade-service teams. It brings lead capture, customer and property records, quotes, job management, technician scheduling, invoicing and payment tracking into one workflow. Users can prepare quotes with UK VAT, assign work to team members, keep site and equipment notes with customer records, monitor overdue invoices, and automate follow-ups and review requests. Reporting dashboards help users track measures such as quote conversion, revenue per technician and lead sources. AI-assisted tools draft quote wording, follow-up messages, review replies and summaries for the user to review before sending. The platform is aimed at independent operators and small teams in trades such as plumbing, heating, electrical work and cleaning, with tools for managing enquiries through completed jobs and payment in a web browser.
    Starting Price: £0/month
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    Scopey

    Scopey

    Scopey

    Scopey modernizes how professional-service businesses quote work, build scopes of service, and capture value from change requests. The platform enables users to generate detailed project scopes and professional quotes in minutes, thanks to features like an AI-powered pricing and service library, optional-service suggestions for upselling, and live tracking of scope changes as client requests evolve. Scopey empowers teams to turn work into structured, scalable services by productizing common offerings, standardizing pricing across the business, and integrating client collaboration through e-signatures and shared dashboards. It captures out-of-scope work in real time, logs variations automatically, and ensures new requests are documented, priced, and approved, protecting profit margins, boosting revenue, and reducing scope creep. Designed for ease of use, the tool replaces spreadsheets and email threads with clear, dynamic scopes that keep teams aligned, clients informed.
    Starting Price: $19 per month
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    Stubie

    Stubie

    LinxAI

    Stubie is quote-to-payment software for South African small businesses that handle customer enquiries by email. It reads email text and attachments, matches requested items to the business’s price list, and prepares draft quotations for owner review. Approved quotes are shared on hosted pages where customers can accept, download a PDF, and pay by PayFast or EFT with a unique reference. Stubie can create Sage Accounting invoices from accepted quotes and add Bob Go courier rates and bookings. It is designed for quoting workflows in printing, signage, engineering, catering, events, and security installation.
    Starting Price: R5,500/m plus R8,750 setup
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    PropertyPromoKit

    PropertyPromoKit

    The Yerg LLC

    PropertyPromoKit is a web-based job and estimating workspace for owner-operated contractors and small trade crews. It brings customer and project records together with job photos, checklists, cost entries, quotes, approvals, and invoices. Contractors can start an estimate from typed scope, job photos, or a recorded walkthrough, then review and edit the AI-generated draft, including its measurements, materials, labor, quantities, and pricing, before sharing a customer quote. The Android companion app supports account-based project work and separate local field notes, photos, and PDF reports for offline use. The product is intended for residential remodelers and flooring, painting, drywall, plumbing, electrical, handyman, and general-contracting businesses. Online workspace records require an internet connection; offline field records are stored on the device and do not automatically sync.
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    GreenMargins

    GreenMargins

    GreenMargins

    Most landscaping quotes go out without anyone knowing the real cost behind them — labor burden, travel time, trailer wear, supplier runs, and overhead quietly eat the margin. GreenMargins was built by the owner of a working landscaping company to fix exactly that. Enter the job (or dictate a 60-second recap in the truck and let AI draft it from your own price catalog), and GreenMargins calculates burdened labor, drive time from the customer's address, materials with supplier markup, overhead per billable hour, and disposal trips — then shows gross profit and margin live before the quote is sent. After the job, log actuals and see variance so the next quote is sharper. Self-serve setup in about 15 minutes. From $47/month, 14-day free trial, no credit card.
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    Wrencher

    Wrencher

    Wrencher

    Wrencher is a Windows desktop app for sole traders and small trade businesses. It combines client records, quotes, job scheduling, alerts, invoices and mileage tracking. Users can prepare quotes with multiple options, convert quotes into invoices, and organize work in a week calendar. Intended users include electricians, plumbers, HVAC technicians, builders, landscapers and other tradespeople. The app runs on the user's computer after license activation, with no account, login or cloud service. It is for tradespeople who prefer local storage while managing quotes, scheduled jobs, client details, invoices and mileage in a desktop tool. Wrencher is offered for Windows. It has a 30-day full-feature trial and licenses at $99 per year or $299 for lifetime access. Its scope is day-to-day quoting and job administration rather than a broad field-service platform.
    Starting Price: $99/year or $299 lifetime
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    Elora Grid

    Elora Grid

    Elora Grid

    Elora Grid is an AI-first quoting assistant for engineering project companies, EPC contractors and high-mix manufacturers. Elora fits into how your team already works and delivers finished work, ready for review, with every change cited. It populates tender returnable schedules in any client's format, turns a scope of work into a cited clause-by-clause compliance checklist with a conflict and variation register, keeps parts price books current from supplier PDF and Word quotes, and ranks your most similar past projects. Elora works inside your own Excel and Word templates, writes or sends nothing without your approval, and never uses your documents to train AI models.
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    BillMyWeek

    BillMyWeek

    BillMyWeek

    BillMyWeek is a browser-based invoicing tool for UK contractors, freelancers and tradespeople who bill by the week or month. Users save business and client details, set day or hourly rates, standard hours, overtime and weekend multipliers, then create invoices with dated work rows and calculated line totals. The app tracks draft, sent, paid and overdue invoices, shows outstanding totals, and lets users preview, download or (when email is enabled) send an A4 PDF invoice. Users can customize invoice colours and fonts, add a logo, and export their account, client and invoice data. BillMyWeek is currently free during beta. It does not calculate VAT or CIS deductions, so it is intended for straightforward invoicing rather than tax calculation or full accounting.
    Starting Price: Free (beta)
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    RooferForms

    RooferForms

    RooferForms

    RooferForms is a lightweight roofing document workflow for independent contractors and small roofing teams. It helps users turn structured project details into professional roofing proposals, contract drafts, change orders, scopes of work, estimates, and insurance documentation packets. Contractors can use roofing-specific templates, edit project scope, materials, price, payment terms, warranties, exclusions, and schedules, then download client-ready documents. A free browser-based contract builder is available with no account required. The optional Pro Scope & Contract Pack is a $29 one-time purchase with editable DOCX and PDF templates. RooferForms focuses on document creation rather than full CRM, dispatch, accounting, or project-management functionality. Templates and guidance are for general business use and are not legal or insurance advice.
    Starting Price: $0 free; $29 one-time
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    Invio

    Invio

    Invio

    Invio is invoicing software for Australian sole traders and tradies. It creates GST tax invoices from saved client profiles and line items, calculates GST at 10 per cent, and toggles between GST-inclusive and GST-exclusive pricing. Invoices carry the ABN and the details an ATO tax invoice requires, and the title reverts to a plain invoice when a business is not registered for GST. Clients pay by card through Stripe from a link on the invoice, or by bank transfer. Reminders chase overdue invoices, quotes convert to invoices, recurring series run on a schedule, and expenses and photo receipts are recorded with GST-aware totals. Reports show outstanding amounts and summarise GST for a chosen period. Invio also connects to Claude and ChatGPT through its own MCP connector, so an assistant can draft invoices, add clients and answer account questions in a chat session. A separate Xero connector reads across several Xero organisations in one session, holding writes as drafts for approval.
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    Susea

    Susea

    Alphabits Solutions

    Susea is software for ocean freight forwarders, NVOCCs, and customs brokers that handles two things: getting a quote out fast, and running a competitive RFQ when a lane needs one. On the quoting side, Susea reads inbound requests from WhatsApp and email, drafts a priced quote against your tariffs and margin rules, and puts it in front of your team for one-click approval, nothing sends without a human reviewing it first. When a quote goes quiet, Susea drafts the follow-up. When a quote is about to expire, Susea catches it and drafts the re-price, before the customer has to ask. On the procurement side, Susea runs reverse-auction RFQs across your agent network... sealed, rank-only, best-price, or fully open bidding, your choice per tender. Agents who haven't bid get a timed, context-aware nudge instead of a phone call from your desk.
    Starting Price: $19/month
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    SatelliteQuotes

    SatelliteQuotes

    SatelliteQuotes, Inc.

    SatelliteQuotes is a cloud-based quoting and lead-capture tool for roofing and other exterior contractors. Homeowners enter a property address and receive an estimate based on aerial imagery, property measurements and pricing rules configured by the contractor. The outline can be edited, while materials, fees, minimums and other quote settings are managed in the contractor dashboard. Contractors can add a branded quote widget to their website with an embed script or share a hosted quote page. The service captures homeowner contact details, generates branded estimates and stores leads in a dashboard with pipeline, calendar and analytics features. It supports multiple exterior trades, including roofing, gutters, siding, solar, paving, fencing and landscaping. The product also provides an API and an MCP server with tools for estimates, widget setup and verification, pricing and trade information.
    Starting Price: $49.99/month
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    TradeQuote
    TradeQuote is a browser-based quoting and invoicing tool for contractors and tradespeople. Users can create and manage PDF quotes and invoices, apply deposits, use trade-specific templates, keep client records, add a business logo to documents, and revisit or duplicate document history. Documents can be shared by email, and jobs can be added to Google Calendar or exported as .ics files. For Québec workflows, the vendor describes separate GST and QST calculations and printing an RBQ licence number on quotes and invoices; the product also supports tax settings for other locations. A free plan allows up to five documents per month with a watermark. The Pro plan adds accounting exports to QuickBooks and Excel. TradeQuote runs in a web browser without requiring an account, and is presented in English and French.
    Starting Price: CA$19/month
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    Asytra Quote
    Asytra Quote helps machining shops replace slow, inconsistent manual quoting with automated CNC cost calculation from 3D CAD. Estimators upload a STEP or IGES file; Quote recognizes machinable features, recommends a milling, turning, or combined route, and prices the part from the shop's own machine rates, materials, and margins. Quote ships in two forms that share the same analysis engine. Quote Dashboard ($129/mo) is for internal estimators: upload parts, review the route and cost, bundle multi-part quotes, and export customer-ready PDF or Excel. Quote Widget ($299/mo) embeds on the shop's website so visitors upload files, pick material and quantity, and see indicative pricing without waiting on email. Leads arrive with the CAD file, estimate, and contact details.
    Starting Price: $129/month
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    Accounts Draft

    Accounts Draft

    Accounts Draft Limited

    Accounts Draft is a browser-based AI toolkit for accountants, bookkeepers, and accountancy firms. Its tools convert PDF bank statements into Excel, allocate transactions to accounting nominals, and prepare trial-balance data. Users can also extract invoice details, compare draft accounts with prior-year accounts, and create audit working papers by selecting transactions and matching supporting invoices. Client-operations tools generate onboarding packs, including KYC checklists, AML risk assessments, identification forms, engagement letters, and professional-clearance letters, with company details auto-filled from Companies House. Additional tools prepare fee quotes, company-secretarial documents, and HMRC 64-8 authorisation forms. The platform provides downloadable spreadsheet, Word, and PDF outputs for users to review and incorporate into their accounting workflows.
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    ToolQuote

    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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    SnapDamage

    SnapDamage

    Pledge Enterprises

    SnapDamage is browser-based estimating and job documentation software for residential and commercial contractors. Field teams can organize jobs by property, room, and location; capture photos, measurements, and voice notes; and turn walkthrough notes into an itemized estimate draft for review, pricing, and delivery. Each job can hold scope notes and project files such as permits, receipts, invoices, and lien waivers. Teams can send estimates for e-signature and countersign them in the app, assign owner, project manager, and crew roles, and give field staff access to job updates without exposing pricing. Completed work can be archived from active job lists. SnapDamage is intended for contractors such as general contractors, remodelers, roofers, and restoration businesses managing estimates and field information from desktop, tablet, or phone browsers.
    Starting Price: $29/month
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    TurboQuote

    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
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    CloudQuote

    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.
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    QuotedPart

    QuotedPart

    Helios One

    QuotedPart is cloud-based quoting software for CNC machine and sheet metal job shops. Shops can forward RFQ emails, accept buyer requests through a web RFQ page, and upload STEP, IGES, and PDF files. The software measures 3D models and extracts drawing details such as material, finish, tolerances, and threads; it can also estimate from a drawing alone and list its assumptions. Estimators configure work centers, shop rates, materials, operations, and markups, then review editable routings, costs, margins, lead times, and quantity breaks. Quotes can be shared as branded customer pages or PDFs, where buyers select quantities and accept with a purchase order. QuotedPart also transfers estimates, routings, and quotes to JobBOSS², exports quotes and won orders as CSV or Excel for other systems, and provides an ITAR vault for controlled part data.
    Starting Price: $99/shop/month
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    Scopable

    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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    Grizzly Quote

    Grizzly Quote

    Grizzly Quote

    Create, manage, send, and close your quotes with Grizzly Quote. All-In-One. One Low Price. No Additional Programs. Grizzly Quote saves your company time and resources on closing quotes by including a PCI-Complaint Payment Page. Built-in custom payment pages with secure PCI-Complaint 256-bit encryption and Google's Two-Factor Authentication. Customers can view and pay quotes from any internet-connected device, just as easily as you can build and send them out. Built with latest technologies like HTML5 and CSS3, with best practices and avoiding hacks and workarounds. Customers can view and pay quotes from any internet-connected device, just as easily as you can build and send them out. Grizzly Quote works across all browsers, operating systems, and devices. Build your quote from a tablet and your customers can pay from their phones.
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    ASC Pricing and Quoting
    ASC Pricing and Quoting is a web-based platform designed for configure, price and quote (CPQ) management with a focus on RFPs, RFIs, RFQs, sourcing and procurement activities, and collaborative negotiation. On the sales and pricing side, ASC Pricing and Quoting automates and manages sales configurator requirements and pricing and promotion calculations such as customer, channel, volume and product-specific promotions and discounts. This entails the complete buy-side and sell-side contract management lifecycle such as quote to cash (QTC), quote to order (QTO), and configure, price, quote (CPQ). Automate, simplify and improve your pricing and tendering management, sales configuration and product configuration processes with ASC Pricing and Quoting solutions.
    Starting Price: $25 per user per month
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    Viirtue

    Viirtue

    Viirtue

    With video collaboration software, mobile capabilities, and a best-in-class streamlined quote-to-cash solution, Viirtue transforms white label VoIP & UCaaS so you can compete with the big players and easily scale your business with modern tools and excellent support. Rebrand our full suite of white label communication tools as your own, becoming a one-stop-shop for technology solutions without bringing on additional team members. Schedule a demo and see how our industry-leading platform, quote-to-cash software, and other proprietary automation can make running a unified communications business easy. Fair pricing algorithm that only charges for seats that are used and not multiple times for users with multiple devices. Our proprietary, all-in-one quote-to-cash software and reseller dashboard provides a turnkey tool for sales, quoting, tax automation, marketing, and online learning that supports your branded platform and gives you the edge on capturing and winning more business.
    Starting Price: $5/month per user
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    Knack Brava

    Knack Brava

    Knack Systems

    An SAP Commerce add-on, Knack Brava helps you connect the B2B network, manufacturers to distributors to channel partners to customers, in every way possible. Deliver incredible omnichannel experience to customers seamlessly across all interactions by leveraging a rich set of industry-specific processes as well as extensibility. Streamline and automate the order processing efforts to mold a faultless operational environment. Request quotes, perform price adjustments, and reference quotes in carts and orders. Quickly refer to the quotes created, the values of the quotes, and the draft orders from the main dashboard. While evaluating the product and its details, get a list of all approved quotes the product is already in; thus enabling quick referencing of the product. Give the power to your field sales reps to ensure order accuracy across channels. Ensure the processing of valid quotes and quantities in every order and the accuracy of prices.
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    Psalm

    Psalm

    Jordan Labs Ltd

    Psalm is a cloud-based CRM and business management system for small businesses that quote before selling. It manages inquiries, follow-up reminders, quotations priced by size, quantity, or fixed charge, sales orders, invoices, and payments. Customers can accept quotations online; accepted quotes become orders with deposit and staged payments, then invoices without reentering line items. Psalm tracks outstanding balances and ages overdue amounts into 30-, 60-, and 90-day periods. Business logos, colors, and letterheads can be added to documents. A guided importer reads Excel and Google Sheets, and paid plans include an AI assistant that works from business records. Pricing is per company: free for one person to manage invoices, quotes, and customers, with plans at £39/month for up to 3 people, £99/month for up to 15, or £199/month for up to 50. A 14-day free trial is available without a credit card.
    Starting Price: £39/month
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    LuckPanda

    LuckPanda

    Vynara Technologies

    LuckPanda is a browser-based business app for small businesses and freelancers. Sales creates quotes, invoices, pro forma invoices, receipts, credit notes, sales orders, recurring invoices, payment links and reminders in multiple currencies, with country-specific tax formats. CRM manages clients, contacts, leads and pipelines. Finance supports payments, accounting, banking and reports. Compliance covers GST, e-invoicing, e-way bills and verification. Purchasing and Inventory are in development; planned tools include vendor and purchase-order workflows, bills, item and warehouse records, and stock movements. Drafting, editing and branded PDF downloads are free; paid modules are required to issue or send documents, collect payments, or download clean PDFs. The REST API and MCP server support authorized searches and drafts; people approve external actions. Free tools include invoice, quote and receipt generators, GST, VAT and sales-tax calculators, and GSTIN and IBAN checkers.
    Starting Price: $2.99/module/month
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    dronelist

    dronelist

    build/ship

    dronelist.io is an AI-powered CRM for commercial drone operators. Clients, contacts, opportunities, and tasks live on one board. Agents work from the same records. They research the client, draft the follow-up and prep the site. Pricing book is built in. Set your services, hours, and rates once. Every quote pulls from that list and adds drive time, gear, and overhead, so you see the margin before the client sees the price. Send the quote as a link. The client opens it, picks add-ons and accepts. When the job is done, log the hours. You see the real hourly rate and which clients are worth keeping. Fleet, batteries, and license renewals sit next to the clients they serve.
    Starting Price: $20/month
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    Hexvan

    Hexvan

    ACL Software BV

    Hexvan is a browser-based job management app for independent tradespeople and small trade businesses, including plumbers, electricians, heating engineers, roofers, carpenters and decorators. It organizes daily jobs and reminders in a time-ordered agenda with a map and one-tap directions, and keeps customers, suppliers and subcontractors in a shared address book with visit, quote, invoice and receipt histories. Users can prepare quotes on site, capture signatures on a phone or through a customer link, convert accepted quotes to invoices, track overdue invoices, issue credit notes and photograph receipts. Period-based exports package sales, taxes, expenses and receipt images for an accountant. Hexvan also generates an editable one-page business website and includes a free local trades-directory listing with no lead fees. It runs in a browser on phones, tablets and computers, with shared team access.
    Starting Price: £15/month
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    Quoter

    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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    Yamate

    Yamate

    Yamate

    Yamate is the whole admin job for Australian solo tradies and small crews — not just the quote. Quote on site, invoice with PayID, and chase late payers automatically. Put tax and GST aside as you're paid, as an estimate you lodge yourself. Run payday properly: ATO withholding schedules, super on the right earnings, itemised payslips. Stay ahead of licences, insurance and SWMS before they lapse, with safe work method statements drafted for you to review and sign. Bring your old books across from photos of invoices and receipts. Push straight into Xero, or export plain CSVs. Built solo-first, with crews welcome — same flat price. $19/month, no lock-in.
    Starting Price: $19/month flat
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    Costimator

    Costimator

    MTI Systems

    Helping shops accurately estimate more quotes, win more jobs and generate more profits. Estimate with or without the aid of a 3D CAD model. Utilize time tested and industry validated cost models to quickly estimate labor times and costs. Simultaneously estimate multiple quantities by automatically amortizing setup and other quantity sensitive costs. Centralized database enables real time updates and quick retrieval and review of estimate data throughout the organization. Import tools enable mass uploading of manufacturing data to quickly refresh quotes with the most current information. Export tools can be easily utilized to produce custom reports and links to other software, such as ERP/MRP systems. Automatically generates a formal quote as well as a series of useful management reports.
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    Experlogix CPQ

    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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    EstimateIn10

    EstimateIn10

    InnovateBytes LLC

    EstimateIn10 is mobile-first estimating software for contractors and small trade businesses. Contractors can describe the job in plain language, speak notes from the field, or add jobsite photos, then review an editable estimate draft with scope, line items, labor, materials, pricing notes, and a client approval link. It is designed for teams that need a faster estimate workflow without moving every part of the business into a full field-service suite.
    Starting Price: $29/month
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    Telarus GeoQuote
    Since the price of telecom products is greatly impacted by geography, the industry desperately needed a tool to provide quotes based on an exact address. GeoQuote’s real-time pricing capabilities give you a starting point by showing vendor availability and estimated pricing at a given address. Add GeoQuote to your website by embedding a simple code connected with your Telarus Agent BackOffice Agent ID number. Sales inquiries appear in your instance as new leads with their specific technology pricing request. See all potential suppliers by looking at the fiber map and running a quote—from here you have a starting point that can help advance your sale. In less than a minute, you’ll have a quote outlining available vendors in the area, their estimated price, service level agreements, equipment, and terms.
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    Oracle CPQ
    Oracle Configure, Price, Quote (CPQ) guides customers through a step-by-step process of entering a correctly configured and fully detailed purchase order. Once a correctly configured order is entered, the CPQ solution responds with a price quote including all the proper discounts, terms, and conditions for this specific customer. If the customer accepts the quote, it then becomes an order. The solution improves order accuracy, shortens sales cycles, and lowers operational costs. It is the only configure, price, quote solution available today that is designed to connect the front- and back-office.
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    OX Quote CNC Machining
    Attract new customers with the online quoting for CNC Machining parts by the software OX QuoteCM. Customers of CNC processors have the possibility to quote and order online via website. OX QuoteCM price generation is integrated into the CNC processor's website. Customers upload their 3D-Files like STEP in the dedicated area of the website. The quoting process starts with a three-dimensional preview of the CNC parts or assembly in the wizard. The system recognizes all production steps, machining processes, individual parts, assemblies and standard parts based on the geometry and guides customers through the price estimation.
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    TEQuote

    TEQuote

    Spokane Computer

    TEQuote offers a complete technical equipment quoting solution. It is especially effective for salespeople in the truck equipment industry. TEQuote gives you control over the entire quoting process to help streamline your business processes. No matter what competitive situation you find yourself in, TEQuote gives you the flexibility you need. In addition, TEQuote allows for products from multiple manufacturers to be easily quoted through a user-friendly step-by-step process. TEQuote is ideal for the traveling salesperson as well as the inside sales coordinator. TEQuote can quote a variety of bodies and equipment made by different manufacturers on a single quote. You can quickly and easily update your part and pricing information to reflect steel surcharges or vendor product changes.
    Starting Price: $895 one-time payment
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    QuoteWerks

    QuoteWerks

    Aspire Technologies, Inc

    For efficient sales quotes and proposal creation, turn to QuoteWerks. QuoteWerks is a market-leading Configure-Price-Quote (CPQ) solution designed to help businesses evolve their sales process so they can sell more, faster, and easier. The solution offers seamless PSA/CRM integrations, QuickBooks and Sage 50 integrations, credit card payment processing, approval and peer review, quote labor, Word-based proposals, a powerful dashboard, and so much more.
    Starting Price: $199.00/one-time/user
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    SecturaFAB

    SecturaFAB

    SecturaSOFT

    SecturaFAB is the fastest and easiest estimating software in the world. It was developed to reduce the need for engineering within the quoting process and to create profitable quotes much faster. By integrating SecturaFAB with your ERP, you reduce the need for double entry, eliminate back and forth discussions, and provide the ability for anyone within your organization to quote. Furthermore, SecturaFAB can accept a number of file types, DWG, DXF, PDF, STEP and even napkin drawings. Do you spend most of your day generating quotes for your laser or burn table? Do you spend too much time reviewing drawings to create pricing that you need to bid? SecturaFAB Quoting was developed for you. SecturaFAB Quoting & Estimating generates winning bids quickly and accurately using known variables. In just seconds, pricing is generated based on real production data and actual costs. Best of all, you’ll know exactly how profitable the job will be before the quote is ever submitted.
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    EchoQuote

    EchoQuote

    LeadLifter

    Why spend hours creating content offers that may not generate qualified leads? EchoQuote™ is simple to set up, works instantly and never goes stale. EchoQuote™ leads are more qualified and receptive to a sales call. Sellers can easily begin a sales conversation and start uncovering their needs. We would agree! EchoQuote™ never displays or sends pricing without your approval; you stay in total control. There are also numerous ways to restrict who can request a quote (block countries or email domains). Absolutely. Most of our clients are B2B and sell complex/custom products and services. EchoQuote™ is built to handle budgetary requests, not final pricing and is used to open the door to a sales conversation. Everyone, including your competition, has a Request a Quote/Contact Us form on their website but they rarely work. Visitors trust third party tools like EchoQuote™ resulting in more leads for your sales team.
    Starting Price: $25 per month
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    Quote Generator Plus

    Quote Generator Plus

    Quote Generator Plus

    The Quote Generator system allows your customer to conveniently receive instant quotes and place orders online. Quote generator helps cleaning companies sell services faster and more accurately. Quote generator makes your service and pricing more accessible to customers and helps you save time and increase your sales. Provide instant quotes to your customer. Instant online quote emailed automatically to you and to your customer. Provide information about your availability. Credit card processing. (Stripe, which accepts major credit cards) E-coupon for your customers.
    Starting Price: $19.99 per month