Audience
Agencies, studios and service businesses that quote custom work.
About InForge
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.
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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:
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(3) Charge your customer when they sign the document.
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Zomentum
Zomentum is a sales acceleration platform built exclusively for IT Partners that combines pipeline management, proposal and quote builder, sales automation, and reporting & analytics to enable frictionless MSP selling. With Zomentum, you can create documents 70% faster, increase deal value by 600%, and convert 100% more often. Thousands of MSPs use Zomentum today to generate more revenue, shrink sales cycles, and make buying easy. We've helped our customers generate close to $100M in revenue.
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Core features include:
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PandaDoc
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PandaDoc seamlessly integrates with the existing software you use, like CRM, payment gateway, cloud storage. We support the tools highly effective teams use, like Zoom, Canva, Monday, HubSpot, and SalesForce. Moreover, our robust API and Zapier integration could connect PandaDoc with any custom software you may use.
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Pricing
Starting Price:
$19/month
Pricing Details:
The Free plan supports one open project at a time. Pro costs $19/month for up to 10 open projects, Studio costs $49/month for up to 25, and Agency costs $199/month for up to 150. Plans are billed monthly, with no long-term contract, and can be canceled at any time. An optional one-time setup service is available for $499.
Free Version:
Free Version available.
Integrations
Company Information
Arrowtrack Solutions
Founded: 2023
United States
www.inforge.io
Videos and Screen Captures
Industry setup page with selectable template cards for trades including architecture, branding, engineering, event planning, IT consulting, marketing, photography, security, video production, and web/software studios.
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Product Details
Platforms Supported
Cloud
Training
Documentation
Support
Phone Support
Online
InForge Frequently Asked Questions
Q: What kinds of users and organization types does InForge work with?
InForge works with these users and organization types: Mid Size Business, Small Business, Enterprise, Freelance, Nonprofit, Government, and Startup.
Q: What languages does InForge support in their product?
InForge supports these languages: English.
Q: What kind of support options does InForge offer?
InForge offers support via phone support and online.
Q: What other applications or services does InForge integrate with?
InForge integrates with: Cash App, Claude Duet, Claude for Legal, Claude, Gemini, OpenAI, PayPal, Resend, Stripe, Venmo, WordPress, and Zelle.
Q: What type of training does InForge provide?
InForge provides training in the form of documentation.
Q: How much does InForge cost?
Pricing for InForge starts at $19/month.
InForge Product Features
Proposal Management
Electronic Signature
Supported
Automatic Formatting
Not Supported
Calendar Management
Not Supported
Collaboration
Not Supported
Contact Management
Not Supported
Content Repository
Not Supported
Document Management
Not Supported
Knowledge Library
Not Supported
Pipeline Management
Not Supported
RFP Management
Not Supported
Requirements Management
Not Supported
Revision Management
Not Supported
Task Management
Not Supported
Templates
Not Supported
Version Control
Not Supported
Quoting
Automated Quoting
Supported
Customizable Branding
Supported
Proposal Management
Supported
Catalog Management
Not Supported
Client Portal
Not Supported
Contact Management
Not Supported
Customer Accounts
Not Supported
Discount Management
Not Supported
Forms Creation
Not Supported
Pricing Management
Not Supported
Product Configurator
Not Supported
