Alternatives to Vocalys
Compare Vocalys alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Vocalys in 2026. Compare features, ratings, user reviews, pricing, and more from Vocalys competitors and alternatives in order to make an informed decision for your business.
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1
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 -
2
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 -
3
Simpro
Simpro
Simpro is field service management software for trade and service businesses that manage work across the office and the field. The platform helps teams coordinate estimating, quoting, scheduling, dispatch, job management, invoicing, reporting, customer communication, inventory-related work, assets, and maintenance workflows in one system. Simpro supports contractors and service organizations in industries such as HVAC, plumbing, electrical, fire and security, facilities maintenance, and other residential and commercial trades. Field teams can access job information on mobile devices while office teams manage schedules, customer details, invoices, and operational reporting. Simpro Lightning adds an AI intelligence layer designed to help field service teams ask questions, find insights, and support day-to-day decision-making from their business data. -
4
Wrencher
Wrencher
Wrencher is a Windows desktop app for sole traders and small trade businesses. It combines client records, quotes, job scheduling, alerts, invoices and mileage tracking. Users can prepare quotes with multiple options, convert quotes into invoices, and organize work in a week calendar. Intended users include electricians, plumbers, HVAC technicians, builders, landscapers and other tradespeople. The app runs on the user's computer after license activation, with no account, login or cloud service. It is for tradespeople who prefer local storage while managing quotes, scheduled jobs, client details, invoices and mileage in a desktop tool. Wrencher is offered for Windows. It has a 30-day full-feature trial and licenses at $99 per year or $299 for lifetime access. Its scope is day-to-day quoting and job administration rather than a broad field-service platform.Starting Price: $99/year or $299 lifetime -
5
Vulko
Vulko
Vulko is AI-powered software that simplifies quote and invoice generation for construction professionals. Designed for independent tradespeople in France (electricians, plumbers, masons, painters, tilers, carpenters). Key features: AI-generated professional quotes in minutes, one-click quote-to-invoice conversion, job site tracking, mobile app iOS & Android, GDPR-compliant European hosting. Starting at €19/month/user. 14-day free trial, no credit card required.Starting Price: 19€ -
6
Powered Now
Powered Now
Powered Now is the UK's #1 Business Management Software for trade businesses. Invoice and quote from anywhere, produce forms & certificates, record your supplier expenses, schedule your diary, track & chat with your team and send fully customisable documents such as job sheets, quotes & invoices. All data is backed up and syncs between your devices (iOS, Android, Mac & PC). Also works offline. Trade businesses come in lots of different shapes and sizes, we know there is a big difference between a one-man band electrician, a team of heating engineers or a building company. For 8 years at Powered Now, we've tried hard to make all of your paperwork as easy as possible to create and handle. We help you stay on top of your business, with everything in one place and great communication between the office, your field workforce and your customers. More Profit, Less Effort - Go Digital with Powered Now.Starting Price: £15 -
7
Chargd
Chargd
Chargd is a Mac invoicing app for freelancers, tradespeople, and small business owners who want to create quotes, invoices, payments, and reports without a subscription. The app works completely offline, stores data locally on the user’s machine, and does not require servers, logins, or sync. Users can create professional invoices with line items, tax, logos, and PDF previews in under a minute. Chargd also lets users send quotes, get them accepted, and convert them into invoices without retyping line items. The app supports recurring invoices, client management, invoice templates, payments, reports, expenses, multi-currency, credit memos, and bulk PDF export for Pro users. Built for electricians, plumbers, photographers, consultants, builders, web developers, and other self-employed professionals, Chargd offers a buy-once invoicing workflow for people who want local control and simple billing.Starting Price: $49 -
8
TradeKwote
TradeKwote
TradeKwote is AI-powered quoting and invoicing software built specifically for UK tradespeople, plumbers, electricians, plasterers, landscapers, and builders. It turns rough, on-site job notes into a professional, branded PDF quote in under 60 seconds, with VAT calculated automatically and pricing broken down line by line. Once a client accepts the quote, it converts into an invoice with a single click, so there's no need to redo any work or switch between separate tools. TradeKwote was built by a former carpenter who got tired of writing quotes by hand at the kitchen table every night, and it's designed around how tradespeople actually work on-site — fast, mobile-friendly, and free of unnecessary admin. Every quote and invoice carries your own branding, so customers see a polished, consistent presentation regardless of how busy the job schedule gets.Starting Price: £29 or £49 -
9
Suivizy
Suivizy
Suivizy is a SaaS invoicing and quote management software for freelancers, tradespeople and small businesses. It helps users create quotes and invoices, collect electronic signatures, automate follow-ups for pending quotes and unpaid invoices, track payments, send reminders by email or WhatsApp, and manage customer activity from one place. Suivizy also includes AI-assisted quote creation, accounting exports, team access and upcoming mobile apps.Starting Price: $0 -
10
Tradify
Tradify
Tradify is an all-in-one job management platform + mobile app designed to help small businesses with 1-20 employees control business admin. Quotes, estimates, invoices, timesheets, field service management, purchase orders, scheduling & job reporting. Tradify is the best tool for the job. Thousands of electricians, plumbers, HVAC, builders, and other trades around the world use and love Tradify. Our customers and their teams benefit from using Tradify because it's quick to set up and easy to use.Starting Price: $47/month/user -
11
GreenMargins
GreenMargins
Most landscaping quotes go out without anyone knowing the real cost behind them — labor burden, travel time, trailer wear, supplier runs, and overhead quietly eat the margin. GreenMargins was built by the owner of a working landscaping company to fix exactly that. Enter the job (or dictate a 60-second recap in the truck and let AI draft it from your own price catalog), and GreenMargins calculates burdened labor, drive time from the customer's address, materials with supplier markup, overhead per billable hour, and disposal trips — then shows gross profit and margin live before the quote is sent. After the job, log actuals and see variance so the next quote is sharper. Self-serve setup in about 15 minutes. From $47/month, 14-day free trial, no credit card. -
12
BillSend
BillSend
BillSend makes it simple for tradespeople to send professional quotes and invoices — no accounting software required. Every document is automatically branded with your logo, colours, and contact details. Quotes convert to invoices in one click, with no duplicate data entry. Customers approve quotes via a shareable link — no login needed — and pay directly through the invoice using Stripe. A pipeline view shows the status of every quote and invoice: sent, viewed, approved, or overdue, with automated reminders so you're not chasing payments manually. Works across mobile and desktop, supports multiple currencies for international clients, and includes reusable templates for repeat jobs. A free invoice generator and quote calculator are also available without creating an account.Starting Price: £15/mo or £144/y -
13
Fele-facture
Fele-facture
Fele-facture is a Swiss invoicing app for freelancers, tradespeople and small businesses. Dictate the invoice, photograph a handwritten job sheet, or type it: a SIX-compliant Swiss QR-invoice is ready in 30 seconds. Features: voice dictation; job sheet photo to invoice; Swiss QR-invoice compliant with the SIX standard (structured address, type S); quotes convertible into invoices; deposits and discounts; payment tracking and overdue reminders; customer records; CSV/Excel export; revenue reports; documents in 5 languages (FR, DE, IT, EN, ES); optional VAT, custom numbering and logo; phone/computer sync. Web app (installable PWA) and Android app on Google Play since July 2026; on iPhone it runs in the browser. Data hosted in Europe (Frankfurt, Germany), GDPR-compliant, never resold. Not an accounting suite: no expenses, no payroll, no automated VAT filing. Free plan, then from CHF 15/month.Starting Price: CHF 15/month, free plan -
14
Sleepless Tradesman
Sleepless Tradesman
Sleepless Tradesman is an AI-powered quoting, invoicing, and job planning app built for tradespeople — electricians, plumbers, builders, roofers, carpenters, HVAC technicians, painters, tilers, and 40+ other trades. Key features: • AI Quote Generator — describe a job in plain English and get a professional itemised quote in under 2 minutes • AI Remote Quote — send a branded link to customers; they upload photos and answer AI-guided questions; no site visit needed • AI Invoice Generator — one-click quote-to-invoice conversion with PDF export • Job Planning — structured project plans with phases, materials, and timelines • Photo Analysis — AI assesses job-site photos to scope work and identify materials • Regulation Compliance — auto-detects Part P, Gas Safe, BS 7671, and other UK building regulations Available on iOS, Android, and Web. Supports 35+ countries and 26 currencies. Free tier available. No credit card required to start.Starting Price: $20/month -
15
DoneQuote
Overlab Holding B.V.
DoneQuote is AI quoting software for companies that sell by sending quotes: trades and home services, plus B2B and field-sales teams with a catalog (for example commercial equipment dealers). Slow quotes lose jobs. Bad quotes lose them too: wrong lines, wrong prices, messy PDFs, version chaos, and unclear scope. DoneQuote drafts from your catalog so quotes are complete and accurate. You review every line, edit in plain English, and send a branded online quote. The customer opens it on their phone and approves with one click. Quiet quotes get a reminder. A sales tool from lead to deal, not invoicing or scheduling. First 10 sent quotes free. Works on mobile. Until the deal is done.Starting Price: $119/mo or $99/mo yearly -
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Clarity Software
Clarity Software
Tired of investing in quoting software that doesn’t grow with your business? It’s time to work smarter with Clarity Software. Get consistency, visibility and profit assurance from day one. Your invoices are automatically generated from the confirmed quotes you send to your customers. So you can be confident that every invoice contains all the correct information and is on brand with our custom invoice templates. Save time chasing payments. Build complex quotes in seconds and track through the job completion. No more guestimating and get real-time pricing with price lists. Price list allows you to have multiple lists that differentiate between products from alternate suppliers and those you produce yourselves. Manage your bill of materials and analyse your costing vs profits. Easily manage and track all of your customer activity from a lead through to invoiced sale. Analyse your data to find where you are winning and losing business with accurate data. -
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QuoteFlare
QuoteFlare
Get highly customizable and accurate quoting with QuoteFlare. QuoteFlare is an instant quoting and booking technology suitable for service companies such as plumbers and maid services. With QuoteFlare, businesses can provide as many quotes and bookings as they need from the phone or field. QuoteFlare offers a wide range of templates and can be installed anywhere.Starting Price: $49.00/month -
18
Mucka
Mucka
Mucka is a mobile-first admin assistant built for UK tradespeople. Sole traders and small trade businesses who need to stay on top of quoting, invoicing, scheduling, and client communication without being tied to a desk. Using voice input and WhatsApp, tradespeople can log jobs, send quotes, raise invoices, and chase payments on the go — between jobs, in the van, or on site. No typing required. Mucka connects with Xero, QuickBooks, FreeAgent, and Sage, keeping financial records accurate without double-entry. Automated client communication handles confirmations, reminders, and follow-ups in the background. Designed for plumbers, electricians, builders, and other trades, Mucka reduces evening admin and helps small businesses look professional without the complexity of traditional trade management software.Starting Price: £30 per month -
19
SMASH Invoices
SMASH Invoices
SMASH is an AI-powered voice invoicing platform designed to help tradespeople and service businesses create quotes and invoices simply by speaking into their phones. The platform converts spoken job descriptions into professional invoices, quotes, and payment-ready documents in under a minute. Users can describe the work completed out loud, and SMASH automatically generates detailed scopes of work, applies labor rates, calculates GST, and formats the invoice professionally. The software learns each business’s pricing structure, job types, and invoicing style by analyzing a few previously uploaded invoices. Customers can receive quotes and invoices instantly, approve them with one tap, and make payments directly from their phones. SMASH also tracks document activity, allowing businesses to see when invoices are viewed, approved, or paid in real time.Starting Price: $14.99 AUD/month -
20
SoloDesks
SoloDesks
SoloDesks is job management for a business of one: quoting, invoicing and job scheduling for solo tradespeople. Plumbers, electricians, painters, landscapers and handymen. Built for one person working alone, not a firm with staff to manage. Build an itemised quote on your phone while you are still on the job, and send it as a branded PDF. Your client opens a private link and taps Accept. An accepted quote becomes an invoice in one tap: same lines, same prices, no retyping. When an invoice goes quiet, Overdue Autopilot emails your client a nudge at 7 days, a firmer one at 14 and a final notice at 21. It goes out under your business name, replies come to you, and it stops the moment you mark it paid. Every job sits on a calendar with the client's address, so you can plan a day's route. VAT and CIS are handled properly, in pounds. Free plan, no card: 10 quotes, 10 invoices and 10 emailed PDFs a month, unlimited clients and jobs. Pro is 12 GBP a month, flat, never per user.Starting Price: £12.00/month -
21
Grizzly Quote
Grizzly Quote
Create, manage, send, and close your quotes with Grizzly Quote. All-In-One. One Low Price. No Additional Programs. Grizzly Quote saves your company time and resources on closing quotes by including a PCI-Complaint Payment Page. Built-in custom payment pages with secure PCI-Complaint 256-bit encryption and Google's Two-Factor Authentication. Customers can view and pay quotes from any internet-connected device, just as easily as you can build and send them out. Built with latest technologies like HTML5 and CSS3, with best practices and avoiding hacks and workarounds. Customers can view and pay quotes from any internet-connected device, just as easily as you can build and send them out. Grizzly Quote works across all browsers, operating systems, and devices. Build your quote from a tablet and your customers can pay from their phones. -
22
Invven
Invven
Invven is AI-powered job management, invoicing, inventory and an AI receptionist built for trade businesses —Built by someone who ran trade business for 26 years. Every feature exists because a real trade business needed it. No fluff, no bloat. What Invven does: Quote and invoice in seconds Manage jobs from creation to completion Track stock and parts with barcode scanning AI Receptionist answers calls 24/7 when you're on the tools Photo to Quote — snap a photo, AI builds the quote Voice to Invoice — describe the job, get a Ai draft instantly Xero integration and Stripe payments built in Built for electricians, plumbers, builders, mechanics , warehouse, retail, and any trade or service business tired of software that doesn't get them. Start free. No credit card required.Starting Price: $29/month -
23
SplashQ2C
SplashQ2C
Easily send quotes on demand with SplashQ2C customizable quote templates, from anywhere. Empower customers with our proprietary “Buy Now” button to accept and make payments directly from their quote. Empower customers with our proprietary "Buy Now" button to automatically process payments and send orders immediately to suppliers for fulfillment. Allow resellers to maintain their brand identity with reseller and co-branding quote template options. Users may create and maintain their own custom and modified quote templates by quote type or for quick creation of most commonly placed orders. However your customers like to pay, SplashQ2C can manage it. Process credit cards, accept and approve purchase orders, even manage credit lines directly through SplaceQ2C. Process credit card payments or upload purchase orders for easy payment processing. Easily reconcile payments when received. Invoices and receipts are sent to the customer automatically.Starting Price: $49 per user per month -
24
Dispatch Hawk
Dispatch Hawk
Dispatch Hawk is the streamlined field service management platform built for small trade businesses that want enterprise-level organization without enterprise-level complexity. Designed for electricians, plumbers, HVAC techs, landscapers, cleaners, handyman, general contractors and dozens of trades, Dispatch Hawk helps you quote jobs, schedule technicians, track materials and labor, and get paid—without the bloat of ServiceTitan, Jobber, or other heavy, expensive systems. With intuitive tools, clean workflows, and pricing that makes sense for small teams, Dispatch Hawk gives you precision on every job. Create fast, professional quotes, turn them into jobs with a click, track real job costs, manage materials, stay on top of scheduling, and send accurate invoices—everything you need to run your business smoothly. Whether you're a one-person operation or a growing team, Dispatch Hawk helps you stay organized, look professional, and keep your days running like clockwork.Starting Price: $15.99/month -
25
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 -
26
QuoVance
QuoVance
QuoVance is free quoting software built for UK and USA trade businesses — plumbers, electricians, roofers, gas engineers, HVAC engineers, carpenters, painters, landscapers, and 110+ other trades. It handles the full job pipeline automatically: customers send photos of the work, QuoVance generates an accurate quote, the homeowner accepts and pays a deposit, and the job is booked into the tradesperson's diary — all without the tradesperson lifting a finger. No monthly subscription. No setup fee. QuoVance earns only when a deposit is collected. Features include: photo-to-quote engine, automated follow-up messages, Stripe deposit collection, Google Calendar booking, WhatsApp abandoned-quote recovery, a hosted landing page for trades without a website, and a widget for embedding on existing sites. Trusted by plumbers, roofers, electricians and heating engineers across the UK.Starting Price: $0 -
27
QuoteBee.io
QuoteBee.io
Add discounts and taxes per line item and/or add to overall pricing directly while preparing quotes. Configure and group together frequently used products and services with custom fields. Send quotes online for acceptance by your customers and publish changes to it. Save reusable material in the content library and prepare quotes even faster than before. Discuss with your customer while they review quotes online and handle every objection live. Manage unique combinations of products and services in the catalog that deliver exactly what your buyers need. Generate best combination that solve customers' problem from the catalog directly while creating quotes. Send documents to your customers with an online viewer and get real-time notifications of views and comments. Define token placeholders for customer details in your templates and quickly replace them before sending. -
28
Zeus
Omni Data Tech Inc.
Zeus is a field service app for independent trades and small crews: electricians, plumbers, HVAC technicians, handymen and the other trades who work away from an office. Every address keeps its own record: past visits, what you fixed, the quote, the invoice and what you noticed for next time. The app works from a database on your own phone, so you can create a job, run a checklist and log your work with no signal at all. When you are back in range it syncs on its own. Quote on site and turn the quote into an invoice when the work is done. Clients sign on the phone or through a one-time link. For your accountant, Zeus exports a CSV file, a QuickBooks .IIF file or a PDF pack. The Free Plan is not a trial and does not expire: one seat, with unlimited jobs, quotes and invoices. The Pro Plan adds job photos and documents, and the Crew Plan gives each team member their own seat. Zeus runs on Android, iPhone and in a web browser, and is operated by Omni Data Tech Inc.Starting Price: $29/month (USD) -
29
SliQ Invoicing and Quoting
SliQTools
SliQ Invoicing lets you create and track professional invoices, credit notes, purchase orders, delivery notes, quotes and customer statements, helping you get paid accurately and on time. SliQ Invoicing also lets you record bills and keep a handle on how much you owe suppliers. Very easy to learn, no special accounting knowledge is needed and you will be able to produce your first invoice or quote in minutes. SliQ Invoicing even includes stock control features to help you track inventory. Whether you produce a handful or a hundred invoices per month, our invoice software can help you. For example, if you are a decorator, builder, electrician or plumber needing to write quotes or estimates our small business software can help you produce professional results in a short time without needing to buy expensive, complicated software full of features you don't need. Choose one of the invoice templates, add your logo and begin raising invoices.Starting Price: $22 one-time payment -
30
Scopey
Scopey
Scopey modernizes how professional-service businesses quote work, build scopes of service, and capture value from change requests. The platform enables users to generate detailed project scopes and professional quotes in minutes, thanks to features like an AI-powered pricing and service library, optional-service suggestions for upselling, and live tracking of scope changes as client requests evolve. Scopey empowers teams to turn work into structured, scalable services by productizing common offerings, standardizing pricing across the business, and integrating client collaboration through e-signatures and shared dashboards. It captures out-of-scope work in real time, logs variations automatically, and ensures new requests are documented, priced, and approved, protecting profit margins, boosting revenue, and reducing scope creep. Designed for ease of use, the tool replaces spreadsheets and email threads with clear, dynamic scopes that keep teams aligned, clients informed.Starting Price: $19 per month -
31
Asytra Quote
Asytra
Asytra Quote helps machining shops replace slow, inconsistent manual quoting with automated CNC cost calculation from 3D CAD. Estimators upload a STEP or IGES file; Quote recognizes machinable features, recommends a milling, turning, or combined route, and prices the part from the shop's own machine rates, materials, and margins. Quote ships in two forms that share the same analysis engine. Quote Dashboard ($129/mo) is for internal estimators: upload parts, review the route and cost, bundle multi-part quotes, and export customer-ready PDF or Excel. Quote Widget ($299/mo) embeds on the shop's website so visitors upload files, pick material and quantity, and see indicative pricing without waiting on email. Leads arrive with the CAD file, estimate, and contact details.Starting Price: $129/month -
32
Deviz Rapid
WEB MINDS SRL
Deviz Rapid is a Romanian quoting, invoicing and contract platform for tradespeople and small construction firms. Build a detailed estimate on your phone at the job site, with materials and labor listed separately and VAT calculated automatically, then send it to the client on WhatsApp, email or a share link for approval and digital signature. Turn an approved estimate into an invoice in one click, including submission to the Romanian ANAF e-Factura system. An AI worksheet scanner reads handwritten job sheets from a photo and turns them into estimate line items you review before saving. Deviz Rapid also generates contracts from estimates, splits jobs into payment stages, tracks collections per job, and keeps client records, work addresses and site notes in one place. Used by plumbers, electricians, painters, tilers, drywall and roofing crews. Free plan available with no card required; runs in any browser on phone, tablet or laptop.Starting Price: Free; paid plan 19 RON/month -
33
QuoteOnSite
QuoteOnSite
Save time and win more work with QuoteOnSite, an online quotation solution for small to medium-sized businesses. With QuoteOnSite, users are able to take control of their invoicing, and keep on contact with their clients. QuoteOnSite allows users to track messages for opens and clicks of user-crated quote pages, and see the status of the invoices. QuoteOnSite also allows users to efficiently make and send professional looking quotes and invoices to their clients.Starting Price: $10.00/month/user -
34
Turnstile
Turnstile
Turnstile is a modern quote-to-cash automation platform designed for SaaS companies that streamlines and automates the entire revenue lifecycle from quoting and subscription management to billing, collections and revenue recognition. It centralizes what’s traditionally a mix of spreadsheets and disparate finance tools into one system so teams can create professional, customizable quotes that customers can view, sign and pay without PDFs or logins, automatically activate subscriptions upon signing, and handle complex pricing models (recurring, usage-based, tiered or hybrid) without manual setup. Turnstile integrates with CRM and payment processors so deal terms flow into live subscription and billing workflows in real time, helps teams track renewals and customer payment status, and generates accurate revenue reporting and dashboards without extra reconciliation work.Starting Price: $100 per month -
35
TradeTab
TradeTab
TradeTab is the invoicing app built specifically for tradespeople: plumbers, HVAC techs, electricians, general contractors, and 30+ other trades. Most invoice software is built for accountants. TradeTab is built for people who work with their hands. The average tradesperson waits 28 days to get paid after completing a job. TradeTab users get paid in under a week because they send the invoice before they drive to the next job, right from their phone. What TradeTab does: - AI-powered line item suggestions. Choose the job type from a list and TradeTab fills in the line items. No more typing "labor — 2 hrs" from a dirty truck cab. Edit and add other line items if needed. - Send professional PDF invoices by email in under 30 seconds. - Collect online payments via Stripe — no cash, no checks, no chasing. Or stick with cash or check. TradeTab works whatever your preferences. - Create estimates and convert them to invoices in one tap. - Create change orders -
36
CoreJobTrack
CoreJobTrack
CoreJobTrack is field-service software for dispatch, work orders, tickets, offline mobile, signatures, quotes, and a customer portal. For blue-collar service businesses. -
37
Viirtue
Viirtue
With video collaboration software, mobile capabilities, and a best-in-class streamlined quote-to-cash solution, Viirtue transforms white label VoIP & UCaaS so you can compete with the big players and easily scale your business with modern tools and excellent support. Rebrand our full suite of white label communication tools as your own, becoming a one-stop-shop for technology solutions without bringing on additional team members. Schedule a demo and see how our industry-leading platform, quote-to-cash software, and other proprietary automation can make running a unified communications business easy. Fair pricing algorithm that only charges for seats that are used and not multiple times for users with multiple devices. Our proprietary, all-in-one quote-to-cash software and reseller dashboard provides a turnkey tool for sales, quoting, tax automation, marketing, and online learning that supports your branded platform and gives you the edge on capturing and winning more business.Starting Price: $5/month per user -
38
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 -
39
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. -
40
TradesInvo
TradesInvo
TradesInvo is cloud-based business management software for UK tradespeople and small trade-service teams. It brings lead capture, customer and property records, quotes, job management, technician scheduling, invoicing and payment tracking into one workflow. Users can prepare quotes with UK VAT, assign work to team members, keep site and equipment notes with customer records, monitor overdue invoices, and automate follow-ups and review requests. Reporting dashboards help users track measures such as quote conversion, revenue per technician and lead sources. AI-assisted tools draft quote wording, follow-up messages, review replies and summaries for the user to review before sending. The platform is aimed at independent operators and small teams in trades such as plumbing, heating, electrical work and cleaning, with tools for managing enquiries through completed jobs and payment in a web browser.Starting Price: £0/month -
41
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 -
42
FloQuote
FloQuote
FloQuote is a brand new software application that allows you to make estimates from information, images, and videos that the client sends to you. Using WhatsApp, iMessage, email, whatever, or however they send the information, e-quote uses it to build you a fast and accurate estimate for your client. You don't need any other software to send an estimate but if you do it works with your database if you have one or your current Field Service Software. Whatever you use, FloQuote will make your estimates faster and better.Starting Price: $30 per month -
43
KashFlow
IRIS Software Group
Keep your accounts under control with KashFlow, an award-winning, cloud-based accounting software. Designed specifically for sole traders and growing businesses, KashFlow makes accounting painless and hassle-free by offering a jargon-free and feature-rich platform that is loved and used even by non-accountants. From quoting and invoicing, to payroll and reporting, KashFlow’s accounting software keeps it simple.Starting Price: $7.00/month/user -
44
QuoteCAM
CIM Solutions
For the ultimate ease of use, you can add new work centres, processes and materials on the fly. Its simple, clean and clear layout means that anyone can master it in just a few minutes. Use the analyser to instantly recalculate your costs and selling price if a customer changes the batch size. If you need to match or beat a competitive quote the analyser can work backwards and instantly tell you what your margin will be, in both percentages and money, if you decide to meet or beat your competitor. QuoteCAM also offers a fast and easy to use, machining calculator, that automatically selects the chosen material and cutting data, as specified in your quote and calculates machining times based on the operation and conditions you specify. -
45
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 -
46
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 -
47
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. -
48
WorkflowMax
Xero
If you're looking for a feature-packed yet affordable solution to help you supercharge project profitability, choose WorkflowMax. A cloud-based online workflow and job management product by Xero, WorkflowMax offers a comprehensive set of features loved by more than 10,000 businesses. These include quoting, time tracking, streamlined invoicing, job management, and insights and reporting. WorkflowMax is suitable for creative agencies, architects, engineers, surveyors, lawyers, IT companies, construction firms, consultants and anyone who bills by time.Starting Price: $33/month -
49
Provus
Provus
Take control in today’s service-driven economy and transform the way you sell services with our AI-led guided selling. The way you estimate, price, and quote will never be the same again. Powerful AI-led and data-driven features reinvent how services are estimated, priced, and quoted. By removing the traditional inefficiencies of creating and managing services quotes — from simple services to complex, recurring agreements — the Provus services quoting cloud helps achieve revenue maximization and margin optimization. Say goodbye to revenue leakage with our unique AI-guided selling approach that’s easy to use and extremely effective. Provus’ AI engine provides scenarios, win/loss probability, and risk analysis by carefully analyzing historical data. Services quoting is a complex process. With a delicate balance between gross margin, resource mix and locations, and other levers it is easy to lose sight of risks. -
50
StrikeHoney
StrikeHoney
StrikeHoney is field service management software built for solo and small trade contractor crews in Canada - painters, landscapers, handymen, plumbers, and speciality trades like epoxy coating, tiling, and deck building. It combines lead tracking, quoting software, job management, and invoicing in one mobile app, with no download required. Core features: Unified lead inbox for calls, texts, and web forms. Quoting software with customer-approvable links and built-in deposit collection. Job tracking with status, photos, and notes. GST/HST-aware invoicing by province, with card, Apple Pay, Google Pay, and QR payment. Pricing: $24 CAD/month, or $19/month billed annually. One flat plan, no per-user fees. Built for Canada: CAD pricing throughout, GST/HST calculated automatically, support familiar with Canadian trade work.Starting Price: $19/month/team
