Alternatives to Salesbuildr
Compare Salesbuildr alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Salesbuildr in 2026. Compare features, ratings, user reviews, pricing, and more from Salesbuildr competitors and alternatives in order to make an informed decision for your business.
-
1
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. -
2
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 -
3
Yodify
Yodify
Yodify unifies Distributed Enterprise Catalogs (DEC) with powerful ecommerce and CPQ in one platform. Manage product data once and syndicate it across every channel—dealer, distributor, or direct—ensuring accuracy and consistency everywhere. Integrated ecommerce capabilities support both retail and complex B2B selling, from self-serve purchasing to configurable, quote-driven workflows. With native CPQ, customers can configure products, apply account-specific pricing, and generate quotes instantly, streamlining sales and reducing manual effort. Book a demo and see DEC-powered commerce in action.Starting Price: $99/month -
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
Zomentum
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. Our mission is to nurture a strong and trusted IT partner network, revolutionizing the IT buying process so it is more enjoyable and more human for the world's small and medium businesses.Starting Price: $99/month (up to 2 users) -
6
eRep
Revalize
eRep CPQ (configure price quote) software empowers manufacturers and distributors that need to simplify their complex quote-to-order processes with a modern cloud platform. eRep enables sales teams to accurately quote faster and sell smarter while accelerating growth with faster sales rep onboarding, enhanced business intelligence, and improved customer experience. eRep functions as an independent bridge between your CRM and ERP while remaining platform agnostic - meaning you don't have to use a specific CRM or ERP to take advantage of eRep's CPQ capabilities. From guided selling to multi-channel sales management, eRep can help you onboard new reps faster, follow up on sales activities, and give managers meaningful insights into your sales pipeline - even from independent reps! eRep goes beyond traditional CPQ by incorporating selection software and quote-specific product document generation - including technical drawings - making it an ideal choice for manufacturers!Starting Price: $75/user/month -
7
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 -
8
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 -
9
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 -
10
ScalePad Quoter
ScalePad
Quoter is a cloud-based, quote-to-cash platform purpose-built for managed service providers (MSPs) that automates over 30% of sales-related tasks. It integrates with PSA, CRM, distributor, payment, and accounting systems to auto-populate client, product, and pricing data. It supports infinitely configurable line items, bundles, volume discounts, multi‑currency pricing, tax and shipping calculations (including Avalara), and e‑signature and payment processing via Stripe, PayPal, or ConnectBooster. Quoter offers branded, reusable templates, product configurators with optional and single‑select items, and inventory-aware distributor pricing. It includes email tracking, automated follow‑ups, manager approval workflows, cost and margin tracking, and comprehensive reporting on quotes, margins, users, and products.Starting Price: $149 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
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 -
13
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. -
14
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 -
15
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 -
16
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. -
17
Bit2win
Bit2win
Bit2win CPQ empowers sales, partners and customers to configure complex products/services, deliver accurate quotes and create smarter deals with most updated product and pricing information. Bit2win, designed for enterprises going digital and sale processes & quoting automation, enables sale of tangible goods and subscriptions, recurring and use-based pricing, bundles and amendments to existing service contracts providing among the best out-of-the-box pricing functionality on the market. A real complete sales cloud suite that covers the entire multichannel sales cycle processes, from price configuration to go-to-market strategy. Bit2Win suite is the innovative omni-channels solution to optimize business processes, identify and manage sales opportunity, configure right product at right price in real-time, simplify and shorten sales cycle, increase efficiency and reduce errors, speed time-to-market and bring differentiation, assure customer engagement and loyalty.Starting Price: $50 per user per month -
18
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. -
19
LumaQuote
CodeMasters Agency
LumaQuote is lighting audit and proposal software built for contractors, lighting retrofit companies, distributors, and energy teams. It helps users collect project details, organize areas and fixture counts, compare existing lighting with proposed LED replacements, estimate energy savings, add utility rates, include controls opportunities, account for rebates, calculate installation costs, and generate branded retrofit proposals. Instead of building every lighting quote in spreadsheets, teams can move from audit to proposal in a more consistent workflow. LumaQuote is designed for commercial lighting upgrades, LED retrofit projects, rebate-supported proposals, and contractor sales teams that need cleaner numbers, faster quoting, and professional client-facing PDF proposals.Starting Price: $99/month -
20
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 -
21
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 -
22
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 -
23
BoltWise
BoltWise
BoltWise is an AI-powered quoting and workflow automation platform built specifically for industrial distributors and fastener sellers to streamline the most time-intensive aspects of sales, sourcing, and catalog management. It accelerates quoting by returning quotes faster with intelligent part matching that understands messy RFQs, typos, and abbreviations, and maps customer and supplier part numbers to your own, eliminating tedious searches and manual lookup. BoltWise refines catalogs by turning inconsistent part descriptions into searchable attributes and uncovering duplicates so teams spend less time memorizing part numbers. It automates repetitive tasks like ingesting customer POs and generating purchase orders, freeing staff to focus on customer service and strategic work. It also includes a supplier library to quickly identify vendors for hard-to-find parts, and quoting analytics that reveal trends in parts, customer wins, productivity, and operational blind spots. -
24
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 -
25
Oneflow
Oneflow
Oneflow is an AI-powered contract lifecycle management platform that helps businesses create, manage, sign, track, and optimize contracts in one place. The platform turns contracts into actionable business assets by centralizing contract data, clauses, obligations, terms, and changes. Oneflow supports teams across sales, finance, procurement, HR, operations, and legal by connecting contract workflows to the systems they already use. Its AI capabilities help surface insights, detect risks, improve performance, and make contract information easier to act on. The platform includes digital contracts, electronic signatures, proposals, quotes, repository management, workflow automation, and integrations with tools such as Salesforce, HubSpot, Microsoft Office 365, Google Workspace, and Slack. Oneflow helps organizations reduce manual work, improve compliance, speed up contract execution, and gain better visibility across their contract processes.Starting Price: $ 292/month 5 users included -
26
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 -
27
Quote Manager
CRM Dynamics
Quote Manager CPQ for Microsoft Dynamics 365. Quote Manager CPQ is a powerful add-on completely native within Microsoft Dynamics 365. This allows your sales team to create and send professional branded quotes from Dynamics 365 in few minutes. Quote Manager CPQ is the only Quote/CPQ system 100% dedicated to Dynamics 365 – where all the set up, configuration and data is held in Dynamics. As a result you have full control over any additional customization or use of standard Microsoft Dynamics 365 features such as queries, charts, views, and workflows. The quoting solution uses the standard export/import capability of Excel for Product Database modifications, as well as PowerBI dashboards and PowerApps. Quote output is controlled by standard Word Templates or other add-ons. Quote Generation. Search across 10,000+ products. Sort and filter by category, make, supplier, and product description. Add products to the quote, customize the layout with comments and sub-totals, edit descriptionsStarting Price: $17 per month per user -
28
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 -
29
VARStreet Sales Quoting
VARStreet Inc.
VARStreet is a business management platform for IT VARs, MSPs, and office technology resellers across the US and Canada. VARStreet Sales Quoting is a core solution and is also available as a standalone application. It helps resellers create fast, accurate quotes using real-time pricing and availability from 50+ leading IT distributors, including Ingram Micro, TD SYNNEX, and SP Richards. The solution supports configurable products, bundles, pricing rules, approvals, and automated quote-to-order workflows. Approved quotes can be converted into sales orders and purchase orders using verified distributor costs. VARStreet also includes CRM, sourcing and procurement, B2B eCommerce with PunchOut, inventory and order management, reporting, and an aggregated catalog of 7+ million SKUs. It supports GovEd resellers with contract pricing and bid management and integrates with Dell Premier and Cisco CCW. -
30
PSQuote
CLD Partners
PSQuote closes the gap of CPQ for services. You get a unified process for quoting professional services. You’ll spend more time on delivery and less time quoting. Relying on spreadsheets to create estimates instead of doing them in Salesforce? This disjointed system creates a gap between what was sold and what gets delivered. And that means revenue leakage, aka, lost profits. It also means difficulty tracking what you sold versus what you delivered. We understand how frustrating this is, and we believe you deserve better. Automate and streamline your quoting process. Accurately estimate and quote services. Automate the sales-to-delivery handoff. Gain a comprehensive view of service operations from estimation to execution. Get more granular forecasting and inputs to demand planning. Enable your sales team to quote services based exactly on how you deliver. PSQuote is the result of years of building quoting tools for dozens of clients. -
31
Sculptor CPQ
Twistellar
Sculptor CPQ is a Salesforce-native CPQ solution that helps sales teams to create quotes more quickly without leaving Salesforce. Principal benefits: • one-screen view; • options for dynamic product grouping, filtering, and searching; • double-click and drag & drop support; • visibility of the pricing/product rules applied to quotes; • interactive quotes (collaboration enabled); • notification system; • statistics and reporting. Businesses that use Sculptor CPQ have seen a 30% reduction in their sales cycle.Starting Price: Free -
32
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. -
33
WeSuite
WeSuite
For simple to complex sales, we’ve got you covered. WeEstimate and our special-feature modules allow for ease of customization to support national accounts, contract pricing, multiple catalogs, disparate tax codes, sophisticated reporting, and the many other sales challenges facing larger, multi-site organizations. WeSuite helps small to medium businesses grow with powerful tools scaled for your size and budget. Our sales management software and mobile solutions empower your team to work more efficiently, present more professionally, and sell more effectively by simplifying and automating the quote-to-close process. Coordination and collaboration has never been easier. Real-time, centralized data keeps team members on the same page, working toward common goals. Make smarter business decisions based on pipeline transparency and detailed sales reporting. Grow your organization and increase profitability.Starting Price: $69.95 per month -
34
Propovo
Propovo
Propovo is a cloud-based proposal and sales workspace for agencies, consultants, freelancers and sales teams. It helps users turn client notes, meeting transcripts and business context into editable proposals, statements of work, contracts and quotes. A visual editor supports reusable templates, branding and service pricing, while branded client rooms provide a place to share documents, collect electronic signatures and follow engagement activity. Contacts, deals, proposals and client rooms are connected in a sales pipeline, helping teams manage opportunities from initial contact through document delivery. Propovo Copilot assists with preparing client communications for user review. The service connects with CRM, calendar, email and workflow tools through documented integrations, and supports webhook-based workflows. Browser-based access supports creating proposals, collaborating with clients and managing sales documents.Starting Price: $29/seat/month -
35
BeeCastle
BeeCastle
Monitor your most critical business metrics, measure team activity and use our proven methodology for up-sell and cross-sell across your team BeeCastle has reviewed +$5bn in sales activity and +10 million business interactions to train our recommendation engines, checklists and AI driven prompts so you can approach account management with confidence BeeCastle plugs-in to your software and is fully automated - Microsoft Outlook, Teams, Xero, ConnectWise Manage, Datto AutoTask, HaloPSA, and much more.Starting Price: $299/month -
36
Paradigm Omni
Paradigm
Paradigm Omni™ makes configuring and quoting complex building products fast and easy. This omni-channel selling solution offers online, in-home, in-store, and dealer functionality to help you maximize your sales and reduce your tech stack. Manage quotes and orders with the highest rated quoting solution in the industry. Realize the potential of the online sales channel for e-commerce and lead generation. Market products with an intuitive configuration experience on any device. Create a consistent experience across retail locations and vendor catalogs. Sell your way with customized sales collateral, paperwork, pricing, and promotions. Tackle some of the most common challenges that distributors, manufacturers, and retailers face. Access valuable insights into quotes, orders, and sales performance data. Make better, faster decisions to increase revenue. -
37
Proposal.biz
Proposal.biz
Proposal.biz is an AI-powered platform that helps businesses create, send, and track professional proposals and quotes. It streamlines the sales process with customizable templates, real-time engagement tracking, e-signatures, and a smart content library that extracts branding and pricing details automatically. Teams can collaborate on documents in real time, eliminating version control issues and back-and-forth emails. Built-in analytics show exactly when a proposal is opened, viewed, or signed, helping sales teams follow up at the right moment. Proposal.biz integrates with CRMs like HubSpot and Zoho, and supports Slack notifications so teams stay updated the moment a client interacts with a document. By replacing static documents and scattered email threads with a centralized, trackable proposal workflow, Proposal.biz helps businesses present themselves professionally, reduce turnaround time, and close deals faster.Starting Price: $19/month -
38
tenderOS
Webisoft
tenderOS is an AI-powered proposal automation platform that learns from a company’s historical proposals, quotes, contracts, and related sales documents. The system analyzes existing files to understand an organization’s writing style, document structure, pricing logic, compliance language, and service offerings. When a new RFQ or RFP arrives, tenderOS can generate a complete proposal draft using the company’s established format and content patterns. Teams can review and approve generated responses rather than creating each proposal from scratch, helping reduce turnaround time and manual copy-and-paste work. The platform can operate as a standalone proposal workspace or integrate with CRM systems including Salesforce, Odoo, HubSpot, GoHighLevel, Zoho, and Pipedrive. tenderOS is designed for organizations in proposal-intensive industries that want to improve response speed, consistency, and sales productivity. -
39
Roadrunner
Roadrunner
Roadrunner is an AI-native CPQ replacement built around PQA: Prompt, Quote, Approve. It helps revenue teams move from prompt to quote to approval in minutes, not days, so they can stop configuring and start closing. Instead of forcing reps to learn another complex system, Roadrunner lets them talk to a single conversational agent that knows the company’s products, policies, and every deal the team has ever closed. Reps can prompt quotes, resolve approvals, and ask how to structure a deal through natural language. Roadrunner calculates pricing across tiers, ramps, bundles, and approval thresholds in sub-seconds, keeping sales at the speed of the customer rather than the speed of traditional CPQ. Deal desk, finance, legal, and executive stakeholders can sign off in parallel on one surface, while the agent scores every quote against closed-won history using metrics like margin, discount, term shape, or custom criteria. -
40
Talewind
Talewind
Talewind is a service-enabled proposal software platform that transforms complex sales document workflows into efficient, repeatable processes tailored to your business needs using hands-on configuration and ongoing support. It automates document generation so teams can create proposals, statements of work, and contracts in minutes instead of hours by answering a few guided questions, eliminating manual formatting and reducing errors. Talewind centralizes content in a searchable knowledgebase to simplify RFP/RFI responses, maintain brand consistency, and ensure accuracy while enabling dynamic pricing and configure-price-quote (CPQ) capabilities for scalable, rules-based quotes and orders. Talewind also provides a digital sales room to showcase content in a branded, one-stop buyer experience with engagement tracking and analytics, plus integrated eSignature and approval workflows to accelerate deal closure. -
41
WBudget
WLabs
WBudget is a web platform designed to simplify the creation, editing, and submission of quotes and sales proposals. Its user-friendly interface allows professionals and companies to generate professional-looking documents and streamline sales processes. Users can create custom databases by adding specific categories, attributes, and statuses according to the requirement. WBudget integrates with numerous business applications via Webhooks, which provide access to APIs and enhance functionality. This enables companies to use CRM and ERP solutions to synchronize customer and item information, streamlining the generation of commercial proposals through integrated solutions.Starting Price: $23/month/user -
42
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 -
43
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 -
44
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 -
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
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. -
47
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 -
48
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. -
49
Bidrik
Bidrik
Create client quotes, sales proposals, product sheets, and folders with our flexible templates, or upload your existing sales materials and combine them freely. You can set up your business profile with just a few clicks. The sales documents on the account will be adjusted to these settings. Bidrik will be your sales hub, where you create and store everything you send to your customers. It will help you close your deals fast. Send sales quotes and proposals online, directly to the customer. See when they are opened, how much is read, and for how long. Set up automatic reminders. Bidrik works as your automated digital sales assistant, and processes your customers’ orders without having to spend much time or thought on the matter. With a clear dashboard and real-time stats, you're making progress. Do not lose business, get alerts when quotes and contracts are about to expire.Starting Price: $23 per month -
50
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
