Alternatives to LumaQuote
Compare LumaQuote alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to LumaQuote in 2026. Compare features, ratings, user reviews, pricing, and more from LumaQuote competitors and alternatives in order to make an informed decision for your business.
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1
Pylon
Pylon
Create accurate proposals from anywhere in under 2 minutes using hi-res imagery, energy analysis and 3D shading tools in Pylon's intuitive design studio. Pylon is the only solar design software to give you high-resolution imagery in-app with no monthly fees. Identify dates of concern and track shading impact throughout the year using Pylon's award-winning 3D Solar Shading toolkit. Help your team better understand customer consumption patterns and maximize self-consumption using Pylon's load profile and interval data analysis. Analyze load profiles & interval data. Close more solar proposals with interactive Web & PDF proposals, native eSignatures and a payment processing gateway. Fully integrated solar CRM designed to integrate with your solar design software and convert proposals. Get 2-way SMS and email, communications with your team, lead management, and ready-made deal pipelines with Pylon Solar CRM. -
2
ConnectWise CPQ
ConnectWise
ConnectWise CPQ, formerly ConnectWise Sell, is a professional quote and proposal automation software for IT solution providers. ConnectWise CPQ offers a wide range of tools that enables IT solution providers to save time, quote more, and win big. Top features include professional quote or proposal templates, product catalog and sourcing, workflow automation, sales reporting, and integrations with best-in-breed solutions like Cisco, Dell, HP, and Salesforce. -
3
PandaDoc
PandaDoc
PandaDoc empowers more than 50,000+ growing organizations to thrive by taking the work out of document workflow. PandaDoc provides an all-in-one document automation platform that helps fast scaling teams accelerate the ability to create, manage, and sign digital documents including agreements, proposals, quotes, contracts, and more. Powerful, integrated, and secure, PandaDoc enables business users to create and send personalized documents for electronic signing in under 4 minutes. The five main use cases of PandaDoc are: - Proposals - Quotes - Contracts - eSignatures - Forms. 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.Starting Price: Free -
4
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 -
5
Retrolux
Retrolux
Making Lighting and Energy Retrofits EASY Save time and money with the Retrolux Lighting and Energy audit, design and proposal software. LIGHTING RETROFIT CONTRACTORS, ESCOS AND LED TURNKEY SOLUTION PROVIDERS Wasting Time on Lighting Audits and Proposals? Retrolux is more than a software company, we are a team of energy experts here to support and grow your business. We believe that when you are successful we are successful. It's that simple. Easy To Use Intuitive software designed by a team of energy and lighting experts. Improve Efficiency and Accuracy No more pencil and paper lighting audits to decipher and duplicate data-entry. Lighting retrofit contractors, escos and led turnkey solution providers. Wasting Time on Lighting Audits and Proposals? Retrolux is more than a software company, we are a team of energy experts here to support and grow your business. We believe that when you are successful we are successful. It's that simple.Starting Price: $50/month/user/unit -
6
Quote Roller
PandaDoc
All-in-one proposal, contract, and quoting software. Our online quoting software is the ultimate sales tool for document automation. We extend the power of your CRM and provide everything you need to turn your leads into paying clients. No need to switch between word processors, CPQ tools, eSignature apps, and follow-up emails. Quote Roller lets you create sales documents, employ dynamic quoting, get electronic signatures, and improve your sales processes all the while. Boost your team’s productivity by 35%. Quote Roller helps your reps close deals faster by eliminating duplicative work on sales quotes and replacing traditional PDF proposals. Save at least one hour per document and several hours per deal. Automated manager reviews help pin down the approval process. Locked content satisfies marketing, accounting, and legal requirements. Now you can count on consistent sales quotes and business proposals each and every time. -
7
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 -
8
iQuote Xpress
iQuote Xpress
Most proposal automation and quoting software requires days of training or paying for help from an IT consultant with a Ph.D in APIs just to get started. But with iQuoteXpress (IQX), we do the heavy lifting to rapidly deliver a customized, integrated, and fully supported sales proposal and quoting solution. It’s a configure, price, quote system that's easy to roll out and easy to use. Your sales proposals should reflect your brand values. IQX tailored proposal templates will help ensure a consistent look and feel for every quote you put in a customer's hands. We’ll build a custom, branded dashboard for your quoting software, and load your catalog of products, services, pricing schedules, even your customers and accounts. Sales enablement requires analytics, and we’ll deploy the back-end tracking tools to give you complete oversight, and help ensure no proposal or business opportunity goes missing.Starting Price: $39 per year -
9
Bisly
Bisly
Bisly’s scalable building automation solutions grow with your project. Flexible, easy to install, no coding required. Complete solutions for building professionals with patented software & state-of-the-art hardware. Transforms multi-family buildings and retrofit projects with cutting-edge automation solutions that improve comfort and efficiency. Equips new and retrofitted commercial spaces with scalable, integrated systems for superior energy management and operational control. Enhances guest experience with innovative lighting and automation technologies tailored to the hospitality industry. Heating, ventilation, and air conditioning are managed automatically to provide comfortable, healthy, and energy-efficient homes and working environments. For maximum well-being and productivity, Bisly’s intelligent lighting solution can reduce energy consumption by 50%. A video intercom on your smartphone shows you a live image from the front door. Open doors safely from wherever you are.Starting Price: Free -
10
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 -
11
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 -
12
Jetbuilt
Jetbuilt
Jetbuilt is the premier project platform for integrators and facility designers. Nurture leads, estimate, propose, and manage projects in the audio visual industry, along with all things low voltage. Pull from over 2 million items in the Jetbuilt database. Connect to your vendors and keep your dealer pricing updated for fast and confident quoting. Get project approvals faster as your clients easily grasp complex proposals through Jetbuilt's clear organization and graceful presentation. All with near-zero training time for your team. Built on the cloud, remotely collaborate with your team and clients on projects large and small. Track your inventory of items from the warehouse shelf to the van, temporary on-site storage and final installed location. As you estimate, see what stock you have available to drop into a project. From lead-tracking, project quoting, to installation, Jetbuilt provides power and efficiency to help you close more projects faster.Starting Price: $62.00/month/user -
13
Incentit
Incentit
Use rebates to boost sales of your product or service. These incentive types are conventional consumer based purchasing incentives. Use sales incentives and spiffs to drive channel performance and to preserve suggested street pricing. Energy saving rebates and portfolio tracking and reporting. Incentivize employees, customers, and affiliates to help with your strategic initiatives. Store a master price list and issue electronic quotes. Manage and track opportunities through the selling process. Integrate the quoting and incentive applications to create instant rebate programs and control street pricing. -
14
EngQuote
Domex Technical Information
Quotation Management Software(EngQuote), a specialized software exclusively developed to create, revise/modify, monitor, submit and track complex quotations suitable for any industry. The software empowers the sales team to increase their productivity and achieve more sales by the simplified proposal processes accessible anywhere 24x7. With this software, it will be much easier and faster for the sales team to document all the inquiries, generate professionally & timely created accurate quo. sales and marketing professionals, small businesses, startups, individuals, companies, business organizations. We also have skill test features which emphasize on detecting personality traits. The software helps to maximize the chances to win every quote and proposal, as well as minimize the loss of sales opportunities through the access-based approval process inbuilt in the software. This ensures the sales representatives to obtain approval before a quote can be sent. -
15
seProposals
salesElement
The seProposals pricing engine guides your sales team when creating a quote. Only authorized users can change pricing, so you don’t have to worry about unapproved discounts or other pricing errors. Easily access key resources such as cover letters, case studies, and images in the asset library. Ensure your sales reps always have current, approved content for proposals– even if they are new to your team. seProposals offers built-in, line-item integration with most major CRM systems. Leverage the full power of your CRM, maximize your sales efficiency and reduce errors that arise from unnecessary duplicate data-entry. We customize our templates to fit your brand and design specs. So every proposal, regardless of who creates it, adheres to your corporate style. Your proposals will look great without wasting any sales times on formatting.Starting Price: $85 per user per month -
16
ITQuoter
ITQuoter
Quoting solution for MSPs, VARs & System Integrators | ITQuoter is a complete quoting system that can handle anything from a simple one line quote, to more complex bids and professional proposals. Electronic sign-off and online payment is included with the system at no additional cost. ITQuoter manages the whole sales process all the way from quoting, orders, purchasing, online procurement ...and more!Starting Price: £59.90/m per user -
17
ProProposal
ProProposal
ProProposal is a proposal and bidding tool designed to help contractors create professional bids in minutes. It allows users to generate clean, polished PDF proposals without dealing with complex software or paperwork. Built with a mobile-first design, ProProposal is easy to use directly from the job site, even on phones or tablets. Contractors can fill in basic details, add line items, and download a ready-to-send proposal in under two minutes. Built-in terms and liability protections can be added with a single toggle. ProProposal helps replace handwritten or unprofessional quotes with documents that inspire client confidence. The platform is free to start and requires no credit card.Starting Price: $19.00/month -
18
ArchitectureQuote
ArchitectureQuote
ArchitectureQuote presents an innovative platform to help you find the right architect for any type of project and get projects estimates for free! Start your project and get a free quote instantly! Create your online profile with requirements and inspirational pictures and proposals will not make you wait. Browse through architects portfolios, ask questions, get more inspiration and find the one architect that fits your needs best. Instantly receive proposals from Architects automatically. Compare and collaborate with Architects for the best proposals and designs.Starting Price: $79.00/month -
19
Ascend
Mindbox Studios
Ascend provides the sales tools your team needs to succeed. Get bids done right. Close deals faster and improve the accuracy of your team's estimates. Improve visibility, leverage historical data, and improve project margins with easy-to-use software tools. Reduce quote turnaround time and increase the accuracy of your estimates. Generate proposals using templates and spec docs for quicker signoffs. Get visibility into your pipeline and anticipate capacity issues sooner. Link your systems for easy access to all of the customer info.Starting Price: $25 per month per user -
20
Current RMS
Kerridge Commercial Systems
Current RMS is a cloud-based rental management software solution for the AV, lighting, broadcast, production and event sectors. Within a single, unified system, businesses can easily manage the full rental lifecycle, from the initial inquiry through to invoicing, using powerful tools for quote generation, inventory management, online quote approval, customer relationship management, and more. Using a drag-and-drop editor and built-in document templates, Current RMS can generate quotes, proposals, invoices, and rental agreements. Plus, it seamlessly integrates with Xero and QuickBooks Online.Starting Price: $50.00/month -
21
CloudQuote
CloudQuote
Cloud Quote is a cloud-based CPQ (Cost, Price, Quote) sales solution designed to streamline, personalize, and accelerate the quoting and sales process by enabling sales teams to quickly generate accurate, consistent, professional quotes and proposals with automated calculations, configurable templates, and real-time pricing updates, reducing manual effort and errors so reps can focus on selling and managers can oversee pipeline performance. It centralizes product, pricing, and rate data, pushes updates instantly to users, supports lead tracking and allocation with insights into lead sources and ROI, and offers dashboards for reporting on quotes, likelihood of closure, products quoted, and geographic performance while enabling features such as quote approvals, team assignments, and easy reassignment of quotes among reps. -
22
GleanQuote
GleanView
Make complex quoting easy and fast using GleanQuote's CPQ engine. Configure highly customized solutions for your customers in minutes. Formalize sales and product intelligence into a process that guides your team to the best solution for your customers. Make it easy for your team to quickly build winning proposals with unlimited templates that can be completely customized to showcase your offering. Install guiderails and analytics into your sales process to keep your team focused and on-track.Starting Price: $175 per month -
23
Qwilr
Qwilr
Make ridiculously good-looking sales and marketing documents that help you save time and win more work with Qwilr. Trusted by thousands of businesses for beautifying their communications, Qwilr is for innovative and forward-thinking teams. It is an interactive and mobile-friendly platform that lets teams rework sales and marketing collateral, such as quotes, proposals, pitches, and documents, into stunning web pages. Qwilr also offers users the ability to embed videos, maps, surveys, spreadsheets, and more, to their documents.Starting Price: $49.00/month -
24
My Design
Hunter
Snap a picture of any landscape and turn on Night Mode to create a professional nighttime lighting rendering with My Design. Leverage this free tool to simplify the lighting design process, impress your customers, and close sales faster. All you need is a free account, and you’ll be on your way to becoming a professional lighting designer. Be a hero to your clients with detailed, visually stunning design proposals all stored in the cloud. My Design is easy to use, it simplifies the design process by combining the power of My List with real images of your project site. The simple controls available in Night Mode let you illustrate the nighttime lighting experience, including the direction and intensity of each fixture. Simply take pictures of the location and import them into the tool, then drag and drop lighting products over each image and area of the property. -
25
QwikQuote
QuikQuote
You can use QwikQuote as long as you can connect to internet to access your quote software hosted in your Office PC, terminal Server, Citrix App Server, or Cloud. In all cases you have the same feeling and productivity without extra training or reeducation. You can choose the right remote access approach to your quote software system to meet your business and management requirements. That's why Personal Selling Power said 'QwikQuote is the leading business sales Quoting Software for customized sales quotes, sales invoices and estimates and you'll be glad because 'even the most complex quotes become a breeze.' QwikQuote is the original desktop quoting software that allows salespeople to effortlessly create sales quotes and sales invoices with only a few clicks of a mouse. Quoting should be easy and uncomplicated so you move quickly from a proposal to to an invoice, that's why we are known as 'The Easy One.' (See our Learning Center Video Making a Quick Quote).Starting Price: $199 one-time payment -
26
ResponsiBid
Symphosize
It’s like hiring the most responsible office assistant you can imagine for a fraction of what an office assistant costs. And it does the job the way you want it to. Every time. ResponsiBid makes giving quotes as simple as collecting specifications about a job, running it through your pricing structure, and then building a beautiful proposal. Your staff can collect the specifications over the phone or in person. Once you feel comfortable running your quotes though ResponsiBid, you can even install ResponsiBid onto your website for customers to interact with. ResponsiBid allows you to simply enter in important job details of a job you’d like to quote, and then it will be converted into an amazing proposal that will help customers to not only get accurate pricing, but also see why your company is worth spending more because of all the value you provide. Your customers will be able to see videos, package prices, and so much more so that they will stop shopping and want to start buying.Starting Price: $179 per month -
27
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 -
28
Safecility
Safecility
You’ve got better things to do than walk around pushing buttons and flicking switches on your emergency lighting. Cut out manual testing and record keeping and put it on autopilot with our wireless retrofit emergency lighting controller. Safecility is a wireless tool that can be simply retrofit to make your existing compliance process ‘smart’. Our products are all designed with local standards in mind to make sure you are fully compliant. Safecility removes the pain of compliance by automating testing and reporting results directly to you. Access a full, up-to-date report of your compliance status, which you can view instantly. Our service eliminates inspection costs and frees up time and valuable resources. -
29
PROS Smart CPQ
PROS
To live on the leading edge of business you must automate the sales experience so it’s quick, easy and always personalized. That’s Smart CPQ software accelerating your sales teams to deliver the right product at the right price in a flash. PROS configure, price, quote software solutions accelerate sales by enabling your team to respond to customer quotes within minutes. Integrate AI-based price optimization science and increase your sales teams’ ability to win the sale on the first quote. With PROS CPQ software solutions, your team can now quickly quote the right products at the right price. Skip the speed bumps. Smart CPQ technology accelerates the sales process and provides powerful, intuitive CPQ tools so your reps can find the right product, customize configurations, manage approvals, price just right and generate professional proposals. -
30
SAP CPQ
SAP
SAP CPQ (formerly CallidusCloud CPQ): Provide a richer customer experience by empowering your sales team and partners to offer complex product configurations, optimized pricing, and great-looking proposals. With the SAP CPQ solution, you can offer the right product at the right price and time, and accelerate sales through any channel by seamlessly connecting SAP CPQ to any CRM or ERP platform. Help sales reps sell through more channels faster by eliminating order errors, generating proposals instantly, and providing customer- and channel-specific pricing. Establish intelligent, integrated sales processes to generate quotes faster, simplify approvals, cut sales cycles, and free staff to focus on sales. Improve business insights to maximize sales opportunities, increase cross- and up-selling, and optimize pricing, while protecting margins. -
31
KeyLIGHTS
Transoft Solutions
KeyLIGHTS is a highway lighting software package for creating working drawings of proposed highway lighting schemes. It includes its own illuminance calculation engine, a Roadway design tool, and a fully integrated Highway Power Calculation (HPC) module. KeyLIGHTS also provides for you to design all the civil works for the installation of your street lights. With full support for BIM and 3D meaning you can now share the data-rich designs with other software such as Navisworks or maintenance inventory. KeyLIGHTS includes a powerful fully featured lighting calculations engine. Light levels are dynamically generated from the photometric data files specified for your luminaire symbols, Transoft Solutions support services include user group meetings and upgrades, to keep you up to date with standards and legislation. -
32
IRender nXt
RenderPlus
IRender nXt will improve client presentations of your SketchUp models. High-quality architectural renderings created with IRender nXt from your SketchUp models can be an important addition to your client presentations and proposals. Stop waiting on your 3D renderings. Deliver projects ahead of schedule. Render multiple jobs simultaneously. Get your computer back while you are rendering your 3D models. Stop upgrading your computers and use our fast machines instead. Watch IRender nXt create a photo-realistic rendering of an object with just one click. Without changing the SketchUp model, use IRender nXt to create a high-quality rendered image. It’s easy to create light fixtures and add them to a model. IRender nXt includes point, spot, ceiling, floor, and table lighting. IRender nXt is a powerful plugin for producing high-resolution architectural renderings from SketchUp models. IRender nXt is fully-integrated with materials, lighting, and components with an easy-to-use interface.Starting Price: $499 one-time payment -
33
Super Proposal
Super Proposal
Super Proposal is a comprehensive proposal creation platform designed to streamline and simplify the process of drafting, managing, and delivering professional proposals. It is designed to cater to businesses in various sectors, offering templates and tools to make proposal writing faster, more efficient, and more effective. Below is a detailed of the full functionality of Super Proposal: 1. Customizable Proposal Templates 2. Drag-and-Drop Interface 3. Proposal Automation 4. Real-Time Collaboration 5. Client Portal 6. Digital Signatures 7. Version Control 8. Comprehensive Analytics and Reporting 9. Integrated Payment Options 10. Cloud-Based Storage and Security Super Proposal is a versatile, comprehensive platform that streamlines the process of creating, sending, and managing business proposals.Starting Price: $24/month -
34
Estimator360
Estimator360
Manually creating quotes wastes time and cuts into your profits. You deserve estimating software to help grow your residential construction company. Upload your plans and trace with your mouse to capture the plan quantities. Estimating projects has never been easier. Quickly see project schedules and assign tasks to crew members so you can be confident you'll finish on time. Automatically create proposals and contracts using approved estimates and change orders. Then send to your clients for electronic signatures. Crew members log time with our mobile app to track estimated versus actual hours. Seamlessly sync to QuickBooks for lighting-fast payroll. Select a time that fits your schedule for a personalized demo of Estimator360. Feel confident in your ability to quickly and accurately create estimates so you can sell more projects.Starting Price: $269 per estimator -
35
Infor CPQ
Infor
Improve the visual buying experience for your customers. Provide your customers with a visual selection experience during their research and engagement. Sales channels will gain a competitive advantage and accelerated path to conversion. And you’ll be able to sell products quicker by eliminating costly errors and duplication of effort, while speeding up the sales cycle. Drive interest generation through fulfillment with a single solution across the enterprise. Grow the number of opportunities and generate more quotes through an intuitive and efficient quoting solution. Meet customer requirements with shortened quote-to-delivery times. Improve win rates with less dependency on internal staff. Automatically create accurate proposals and downstream fulfillment information. Accelerate new product introduction by adapting quicker to market demands. -
36
Docue.AI
Docue.AI
Create new proposals automatically from your past proposals using AI. Sign up for free, or choose a plan that suits your team. Upload your past documents, to Google Drive, SharePoint, or Dropbox. Start using Docue to send sales proposals and quotes 10X faster. You can sign up for free, upload your past proposals, and draft new proposals faster.Starting Price: $25 per month -
37
SalesRun
SalesRun
SalesRun is a CPQ (Configure, Price, Quote) platform designed for manufacturers and sellers of complex, configurable products. The software provides a centralized framework that connects Sales activities with CRM data to Engineering teams with ERP production readiness, while providing an intuitive platform that enables Sales team members to produce Quotes and Proposals independently. SalesRun focuses on engineering-grade output by translating finalized Sales configurations into precise data packages, including Bills of Materials (BOMs), ready for immediate use on the production floor or within an ERP. This integration eliminates manual order entry errors and ensures data continuity across the enterprise by providing bi-directional connectors for existing CRM and ERP ecosystems. By synchronizing Sales with Engineering’s capabilities and careful price governance, SalesRun seeks to protect profit margins and maintain production accuracy.Starting Price: $1/month -
38
ChannelOnline
ChannelOnline
ChannelOnline is a sales-cycle automation solution designed to empower resellers to maximize margins, increase revenues, and increase customer satisfaction. ChannelOnline provides a fast, resourceful, and effective web-based service that automates key business processes and transactions, giving resellers total management control over the complete sales cycle. Focused on enabling IT and CE product resellers and solution providers, the platform enables the creation of quotes and proposals, conversion to sales orders, and allows for product procurement and customer e-commerce from a single interface. ChannelOnline is unique in offering dynamic employee, customer, and supplier management, comprehensive product content and pricing, and integration with leading distributors, carriers, and third-party service providers. -
39
Quoters
Cloudman Labs
Create faster and better business proposals. Generate unique sales documents for your clients, reusing content and managing your costs to save time and money. Make your proposals more agile. Make them look better. Boost your productivity. Move up to the next level, creating unique sales documents for your clients accessible anywhere. Quoters has no limits on any plan. When a company’s success depends on a single person. Quoters will be your best weapon for quoting, so you can focus on what truly matters: your business. With Quoters, work in the cloud to create well-designed and professional sales proposals, so your price quotes are a true representation of your image. Keep track of the versions of your project and let clients accept your proposals online. It’s difficult (if not impossible) to get your quote accepted right away. That’s why you can create all the versions you need. And once you’ve convinced your client, he/she can sign the quote online.Starting Price: $4.90 per user per month -
40
EasyQuote HVAC
Derden
Whether your company is commercial or residential, EasyQuote HVAC can save your business time & money with affordable & easy to use software. Our estimation software was specifically designed to be easy & affordable for small businesses while also having the quality features that are functional for all business sizes. EasyQuote Software is not like other HVAC software. It requires no expensive training or classes, no contracts, every purchase includes 1 year tech support, and tech support updates are affordable. Proposals have never been this easy. With EasyQuote HVAC you select your equipment quickly from pop up menus. It's so fast you will be able to give your customer several options and close the sale right in their living room. Generate Job files and proposals in seconds. EasyQuote allows multiple variations of quote for good, better, and best presentations or even a gas versus heatpump comparison.Starting Price: $595 one-time payment -
41
QuickEstimate
QuickEstimate.io
QuickEstimate is a construction estimating software designed specifically for contractors to create accurate and profitable project estimates. It replaces spreadsheets with a structured system that organizes materials, labor, equipment, and subcontractor costs. The platform automatically applies overhead and profit margins to ensure every estimate protects business profitability. Users can generate detailed estimates in just a few minutes using a guided workflow. QuickEstimate provides real-time margin visibility, helping contractors avoid underpricing jobs. It also allows users to create professional, branded PDF proposals for clients with a single click. The platform includes client approval tracking to monitor when proposals are viewed or accepted. QuickEstimate helps contractors improve efficiency, reduce errors, and maintain consistent profit margins across projects.Starting Price: $29/month -
42
Better Proposals
Better Proposals
Better Proposals helps you create, send, track, and sign business documents in just a few minutes. With over 200 pre-written and pre-designed templates for proposals, contracts, sign-offs, and more, it takes the work out of document creation. Its 40+ integrations enable you to automate your entire sales process by using only one platform. Modern, on-brand proposals that streamline your sales process. Sent, tracked, and signed in minutes. Impress at first glance. A professional first impression goes a long way towards closing any deal. Luckily, we know what’s important, what to avoid, and how to create a powerful image that builds immediate trust, and it's all built into Better Proposals. Track the proposals you send and get real-time updates as your clients read, sign, and send them back faster than ever. With Proposal AI's automatic suggestions, you'll convert more by discovering exactly what's working in your industry.Starting Price: $19 per month -
43
Trackfront
Trackfront
If you deal with projects, jobs, and teams on a day-to-day basis, Trackfront is your solution for working faster, smarter, and more efficiently than ever before. Trackfront's suite of tools can be used separately or together, depending on your needs. Plus, every tool in Trackfront can be customized to the way you work so you can make it your own. Responding quickly to new leads with a customized proposal greatly increases your chances of winning the business. Trackfront enables you to create accurate cost estimates and custom proposals quickly and easily. Working with clients or internal teams on multiple projects can be a challenge. Trackfront makes project collaboration easy and effective by managing all communications, file sharing, approvals, project stages, milestones, deadlines, and more. The quickest way to ensure profitability is to make sure your team stays on budget. With Trackfront, managing time and expenses are simple.Starting Price: $10 per month -
44
Drawer AI
Drawer AI
Drawer AI is the intelligent takeoff solution built to make electrical estimators faster, more accurate, and more competitive. It takes on the mundane tasks, like device detection, branch routing, and wire sizing, so you can focus on strategy, not symbols and routing. With visual tools to optimize designs and confidently propose value engineering options, Drawer AI works like an assistant estimator that never misses a detail. Fast, Accurate, and Estimator-Ready Takeoffs: - Lighting fixture takeoff - Power device takeoff - Automated tag linking - Panel schedule parsing - Rapid processing. - Automated Branch Routing - AI route optimization - Voltage drop calculations - Automated Stitching Key Benefits Save hours with automated takeoffs and routing — Cut processing time from hours to minutes using AI-powered detection and layout generation. Improve accuracy, reduce manual errors — Ensure consistent, reliable counts and circuit layouts across every project.Starting Price: $150/month -
45
Outbooks Proposal
Outbooks
Outbooks Proposal Tool is designed for accounting and bookkeeping firms to streamline their proposal creation and management process. The Outbooks Proposal Tool simplifies the creation of professional proposals that reflect the brand’s identity. The tool automates the generation of engagement letters, ensuring compliance and consistency. Integrated payment options simplify transactions, making it easier for clients to pay for services. One of the most notable features of the Outbooks Proposal Tool is consistent value-based pricing, ensuring that clients receive transparent and fair quotes. With Outbooks Proposal Tool, accounting practice can enhance their efficiency, improve client experience, and maintain professionalism in all client communications.Starting Price: £30 -
46
Veles
Veles
Intuitive pricing tool for sales teams to accurately build proposals & quotes. Based on historic performance, Veles learns the best path to increasing deal size for every rep. Understand which products are being quoted and at which pricing points to ensure you maximize revenue. Track when products are included in proposals and how they are discounted. Track how sales reps are negotiating, discounting, offering concessions, and presenting pricing to your customers. Get clear insights into which Reps on the team are outperforming others and how they negotiate deals differently. Unlock existing growth potential through robust quoting experience and analytics witih Veles. -
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Roofle
Roofle
Roofle is a digital sales-acceleration platform designed for roofing contractors that lets them offer instant, detailed roof quotes online 24/7, dramatically speeding up lead generation and conversion. Its flagship product, RoofQuote PRO, embeds into a contractor’s website and provides a shopping-style interface where homeowners can enter their address or property details and receive accurate roof-structure data (square footage, slopes/pitch, waste allowance, number of stories, perimeter) and a quote in under 30 seconds. Roofle’s backend combines AI-enhanced measurements, multi-structure analysis, and automated take-off logic to produce reliable estimates without manual measurements. Once a quote is generated, Roofle supports the full sales workflow: automated digital proposals, e-signatures, and integrated financing options through its Contractor Loan PRO module, enabling pre-qualification of homeowners and fast approval for loans up to tens of thousands of dollars.Starting Price: $350 per month -
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Vertify Analytics
Vertify Analytics
Create a high-resolution digital twin of your building that streamlines every step of a restoration project. Vertify Analytics offers a digital twin platform for building inspection and energy retrofitting, which enables comprehensive coverage and detailed fault detection using AI and image recognition technology. By capturing a high-resolution digital replica of a building's exterior, Vertify supports facade inspections and provides real-time insights into areas needing maintenance or energy upgrades. With tools for automated reporting and compliance, the platform creates historical project archives and integrates them into existing workflows, making it suitable for collaborative team environments. Using aerial thermal assessments, Vertify identifies high-ROI retrofit opportunities, including potential HVAC leaks, and optimizing energy performance. This cloud-based solution organizes inspection data in a centralized portal, allowing users to share findings with stakeholders. -
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LTC Quote Plus
StrateCision
The successor to StrateCision's acclaimed LTC Quote program for LTC quote comparisons, LTC Quote Plus is the new industry standard for comparing LTC policy rates. With LTC Quote Plus, you can get quotes for a single client or a couple, for virtually all current LTC insurance plans. Choose levels for all benefits, including special riders unique to the policy. Create single or comparative proposals, up to 6 on a page. Show additional illustrations such as cost of waiting, how inflation protection increases benefits, and alternative premium tables. Quotes are state specific and designed to mirror those of the carriers' software. StrateCision's LTC Quote Plus is an enhanced program which adds many features requested by users, including save and retrieve proposals Screen preview of all illustrations. Search for all plans with the benefits you are looking for, and rank them in order of increasing premium. Synchronize benefits for spouses. E-mail illustrations to clients.Starting Price: $25.00/month/user -
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Connect Software
Connect Software
Designed for the Commercial HVAC Service industry, Connect Software has proven to help grow service contractors by an average of 20% each year. Connect provides comprehensive asset/equipment management, customer management, pricing for multiple types of service agreements, project agreements and "Quick Quotes". Connect also produces 28 custom, professionally branded documents, a robust CRM and full field and contract management capabilities. Never lose a proposal or lead. Connect Sales provides transparency to all opportunities ever created, creating an ever-growing "warm lead" list. Control what is put in front of your customers, from professional presentations to updated Terms & Conditions and more. Access customer info, proposals, sales dashboards and more, from any device, anywhere with an Internet connection. Benefit from improved efficiency, communication and professionalism in one simple package.Starting Price: $99
