Best Quoting Software - Page 3
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1
Routzy
Coalesce Software
Routzy is an iPad sales app that rolls the advanced features of several business utilities into a single, mobile sales center. Turn your leads into customers today. Stay organized by logging all your prospect and customer communication in one place. The perfect tool for a mobile sales team, Routzy generates optimized sales routes in seconds. Create sleek, snazzy quotes on the fly for a better shot at closing deals in the field. Digitize your existing paperwork and roll out with the forms to handle any situation. Make killer presentations to express your ideas and bolster your sales pitch. Access contact data and track workforce activity with Dropbox integration. Routzy is a mobile sales CRM (customer relationship management) app for the iPad®. Simply put, this application turns an iPad into the ultimate standalone sales tool. With Routzy, we've rolled the advanced features and functionality of several business productivity utilities into a single sales center.Starting Price: $34.99 per user per month -
2
Mosspaper
Mosspaper
Quotes and contracts just got easier. Electronically sign and accept payments instantly. Create a professional quote or contract using one simple click. Send a quote or contract to be electronically signed. Accept payments from your customers instantly. Track, manage, and get insights into your business. We offer productivity tools to help you track and manage your work. A simple glance will tell you if a customer has viewed, signed, approved or rejected it. We provide a quick snapshot of your daily activities so you can focus on making your customers happy. With seamless integration from Stripe, you can collect payments from anywhere in the world for your freelance and small business. We offer a way for you to request payments from your customers though our app. Know your outstanding balances, send out requests and collect payments all in one centralized area.Starting Price: $29 per month -
3
SeoToaster Ultimate CRM
SeoSamba
SeoToaster CRM is ideal for any website-centric organization or campaign, as it ships with its own mobile friendly landing pages builder, full blown Content Management System, Google News friendly blog system and Shopping Cart. It also hooks into SeoSamba Marketing Operating System and let you deploy in one click call tracking and multi-sites activity tracking, as well as accessing advanced marketing features. SeoToaster CRM Ultimate mobile app let you connect to any number of both cloud and on-premise CRM installs. No need to log in and out to another app. Access all your contacts, drive to their location, send text messages, emails, place calls, but also add notes or look at open opportunities and understand where they sit in your sales cycle - All from the palm of your hands. Inbound calls create automatically contacts in your CRM before leaving notes with a recording of your call.Starting Price: $49.00/month -
4
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 -
5
Freightalia
FREIGHTALIA
Attract exporters, importers and your agents. With the solutions provided by Freightalia, you send always correct estimates immediately and professionally. Freightalia is the most powerful automatic quoting system ever created for freight forwarders, fully customizable to your needs, country or service. Simple and intuitive for you and your customers. As the system operates in the cloud, no IT infrastructure other than an Internet connection is required. Find the perfect plan for your business and discover how much easier quoting can be with Freightalia. With all the time you’ll save, it’s a product that pays for itself. With Freightalia you can send beautiful quotes to your customers in real-time. Know exactly when a quote was published, when it was viewed, when it was accepted, and when it is still pending. Freightalia integrates a collection of results-oriented features that will help you outperform the competition and grow your business.Starting Price: $48 per month -
6
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 -
7
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) -
8
ClientTether
ClientTether
ClientTether’s leading franchise management software was designed and built by franchisors to fundamentally change their system’s ability to scale growth, provide customers with an incredible experience, and to create meaningful engagement to boost retention and bolster their online reputation. It has grown to be the #1 Franchise Software in 2024 and the leading Franchise Sales CRM in the industry. Because we’ve been in our clients’ shoes, we made our franchise platform incredibly easy to use, simple to deploy, and powerful, so they can spend their time running their business and not letting their business run them. We help service businesses and FranDev teams optimize their lead response, sales, quoting, online reputation management, and operations processes through natively integrated automation tools including text, phone, email, chat, and internal communication. This is all tied to a CRM platform designed to support franchising and multi-site service companies with Data. -
9
BlinQ
BlinQ Software
BlinQ Software is a perfect tool for creating on-site accurate quotations for window furnishing. Create your quote in few minutes not in few hours. Leads & CustomersAttract, Retain and Manage More Customers & Leads. Grow your company into a customer-focused organization. Manage leads. Manage customers. Manage job locations. Search leads, customers & job locations. Staff & Appointments. Schedule appointments directly into Google Calendars and assign a preferred staff for the job. Manage unlimited staff. Manage unlimited calendars. Track by lead created. Assign a job for staff. Quotes & JobsDo better quotes, send your quotes instantly and give your customers the flexibility to click and accept your quote. Create quote on site. Email quote to customer. Quote status - Pending or Approved. Convert confirmed quotes into jobs. Invoices & Payments. Suppliers & PO's.Starting Price: $150 per month -
10
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 -
11
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 -
12
Tolteck
Tolteck
Tolteck, the best software for estimating and invoicing, built for contractors. Suits self-employed persons and small companies. Tolteck will allow you to easily and fastly create documents that will be clear and professional. Whether you are at the office or on a construction site: open Tolteck, create a new document, choose your client, add materials, labor and jobs easily thanks to a research system and automatic back-ups. In 5 minutes, you'll be able to create perfect documents! Powerful yet intuitive software. No installation or setup required. Designed to give you the functionality you need, with none of the hassle. Software designed to create estimates and invoices within minutes. All your business at hand: documents, clients and materials. Compatible with all devices. This is no generic software. We built Tolteck with contractors in order to design the ultimate digital tool for their business, with features tailored to your specific needs.Starting Price: $23 per month -
13
quotadoo
quotadoo
Quickly generate detailed and personalized quotes, store them safely in the cloud and send them to your customers with one click. We wanted to create a practical and easy to use tool. Thanks to the quick video guide, it takes just a few minutes to learn how to use quotadoo®. With quotadoo® you drastically reduce the time needed to create and send your quotes. Earn hours of work thanks to quotadoo® and take back your time. Increase the success of your quotes with a professional and impactful presentation. Save up to 90% time compared to manual models. Impress your customers and beat the competition over time: create and deliver your quote even immediately when you are at the customer's, by connecting with your tablet. You do not have to install anything: thanks to the secure Cloud technology, you can use quotadoo® whenever you want from the office, from home or on the move.Starting Price: €79 per year -
14
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 -
15
PrintSmith Vision
eProductivity Software
PrintSmith® Vision (PSV) is an affordable print shop management software from eProductivity Software that was designed to meet the specific demands of small- to mid-sized print service providers. This scalable platform gives quick printers, digital print shops, sign and display businesses, in-plant facilities, CRDs, and franchise print storefronts complete control of their print operations. It includes job estimating, order management, scheduling, shop floor data collection, as well as accounting, cash management, and reporting tools. In addition, PrintSmith Vision is part of the ePS Suite of Productivity Products. By design, it seamlessly integrates with our powerful MarketDirect Platform for supercharged capabilities that include web-to-print, e-commerce, variable data printing, automated fulfilment, and muti-carrier shipping automation.Starting Price: $0 -
16
ToolBox
Tempus Tools
ToolBox’s Folding macro has been developed by specialists with decades of experience using brake presses. We take into account setup time, dependent on the longest fold length, the number of folds, the weight and size of the part, and the number of people to handle the part. Calculated outputs include cycle time, setup time, and price. Two settings allow you to manipulate these. In order to keep it simple, these are rolled into two percentage settings. Increasing (or decreasing) the setup override % will increase (or decrease) the setup time for bending. This is the one-off amount of time for any amount of bending. The more parts that require bending, the more this time gets spread out, resulting in higher per-part charges for low quantities of bending and lower per-part charges for higher quantities of bending. After uploading the drawing through our 3D module, ToolBox automatically places fold lines on the correct layers, populates the fold length and amount, and produces a flat DXF.Starting Price: $40 per month -
17
Base
Base
Juggling logistics and managing workflows can be exhausting. Let Base handle the heavy lifting so you can focus on what really matters – your clients and your bottom line. Say goodbye to the days of disjointed approval systems and slow payment cycles. Welcome to a world where business runs smoothly, quickly, and efficiently. Transform your operations with our suite of business management tools that put you in control. Effortlessly manage contracts, work orders, service requests, and purchase orders. It’s smooth sailing from here on out with Base. Transform your operations with our suite of business management tools that put you in control. Effortlessly manage contracts, work orders, service requests, and purchase orders. It’s smooth sailing from here on out with Base.Starting Price: $28 per seat per month -
18
ShopXpert
ShopXpert
ShopXpert is a high-performance, fully integrated manufacturing software designed to support your entire manufacturing operation, minimizing data entry and increasing productivity. It offers automation to decrease manual procedures and inefficiencies that can slow down job shop performance. The software includes a range of modules such as standard modules, supplier portal, outsource management, jobs, employee portal, vending, costing tool, forms, tasks, workstation, training notes, academy, time clock, in-app messaging, storage, and QR codes. These modules provide functionalities like dashboard access, customer and supplier management, document storage, customizable forms, task scheduling, employee time tracking, and real-time communication with suppliers. Allows employees to efficiently manage jobs from their tablets or mobile devices, reducing the need to be tied to a desktop workstation.Starting Price: $200 per month -
19
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 -
20
Legalesign
Legalesign
Legalesign is UK-based enterprise software to send, sign and manage documents online. Companies use Legalesign to gain significant productivity and financial benefits, increase their customers' satisfaction by removing the need for a printer and enabling them to sign from anywhere and, last but not least, relieve the burden of tiresome paperwork upon long suffering staff everywhere.Starting Price: £6.00 ($9.00) -
21
Quotient
Quotient
Quotient is a sophisticated and intuitive online quote creation and management software solution that enables users to create, send, and manage quotes seamlessly. Available on the Mac, iPhone/iPad, and Windows and 100% secure, this application makes the quote creation process more efficient with its robust features that include acceptance confirmation emails, quote templates, private notes to quotes (for in-house use), one-click online quote acceptance, and more. Quotient can also be integrated with Xero, Zapier, Insightly, QuickBooks Online, Capsule, MailChimp, and Highrise.Starting Price: $20.00/month -
22
CIS Configurator
Complete Information Solutions
If you're looking for an affordable and easy to use CPQ solution, choose CIS Configurator. Designed to make quoting easy, CIS Configurator streamlines the sales process to empower sales teams to quickly configure, price and quote, complex products, helping to win more deals faster. The platform is a web-based software that offers a rule-based configurator, pricing management, integration with other ERP or CRM systems, centralized location for all quotes, and pipeline visibility.Starting Price: $695.00/month -
23
eJeeva Commerce
eJeeva
eJeeva Commerce is for retailers, manufacturers, and distributors looking to personalize the online buying experience of their customers. An easy to use and highly customizable eCommerce platform for B2B and/or B2Ccompanies, eJeeva Commerce provides rich features and functionality to help a business stand out. With eJeeva Commerce, clients can easily search, find, and compare products, request a quote, redeem coupons, and complete their purchases. The platform also offers integrations with leading business systems, providing users access to pricing, order status, and inventory details in real-time.Starting Price: $199.00/month -
24
DigiFabster
DigiFabster
Empower your shop's estimating team with tools that allow them to process RFQs in minutes not days. Provide your customers the modern experience they want, allow them to drag-drop CAD files to get pricing, and place orders 24/7 on your site. DigiFabster is designed to be quick to implement, easy to use, and flexible to match your business processes. We set out to change the way shop software was implemented. Our browser-based quoting solution is instant-on and requires no installation or maintenance from your staff. Setup can be completed in a matter of hours and our support staff is available 24/7 to assist if you have 1 or 100 machines. Our mission is to allow a quick and painless path to RFQ automation and growing your business. We understand not every business wants and needs a full automated e-commerce solution. DigiFabster allows for 4 configurations for handling RFQ request, instant pricing, manual review, manual review with price threshold and TBD mode.Starting Price: $49 per month -
25
Scope
The Virtu Group
Some of the world’s biggest agencies and advertisers are using SCOPE to better manage, price and track their scopes of work and budgets. With all of your scopes of work in one place, teams can view, collaborate and approve deliverables, tactics and budgets from anywhere. There’s a single, accessible source of truth. Managing scopes in one tool gives everyone a shared view of the work being delivered and the progress being made. SCOPE is the only scoping platform connecting agencies and advertisers across markets. The only tool designed for real-time collaboration across disciplines, teams, markets and agencies. Working together for success. From one office to a global network of agencies and advertisers, SCOPE gives every group a single point of visibility and place where scopes are collaborated, tracked and analyzed. Smart decisions come when everyone speaks the same language. Transparency creates trust and opens the door to analysis.Starting Price: $258 per month -
26
FIELDBOSS
FIELDBOSS
FIELDBOSS is a leading field service management solution built specifically for Elevator and HVAC inside Microsoft Dynamics 365. Designed for contracting companies to automate processes, optimize existing resources, and stay connected to customers in real time, FIELDBOSS enables complete visibility and control over every aspect of service and business performance. By consolidating financial, operational, and field service management into a single, integrated software solution with Microsoft Dynamics 365, FIELDBOSS allows you to minimize technical overhead, increase efficiencies, and remove the risks, manual efforts, and costs of trying to run your business using multiple systems.Starting Price: $40 per month -
27
360 Utility & Telecom Suite
Methodia
Methodia is a leading Business-as-a-Service (BaaS) and Software-as-a-Service (SaaS) provider, offering customized business solutions for efficient energy and telecom retail. We are focused on developing comprehensive end-to-end utility management software and digital products for utilities, broadband, telephony, TV and energy services supply. We have gained extensive experience in optimizing and automating any type of business processes, and providing a wide range of home-grown IT and consulting services for utility and telecom industry players. Our company was established in 1998 in the USA with customers throughout Europe, North and South America. In 2008, Methodia relocated its Headquarters and main R&D facility in Sofia, Bulgaria. Today our team has reached 70+ fully operational professionals with diverse industry backgrounds, covering the complete IT value chain. -
28
DRIVE Price Builder CPQ
INSIGHT2PROFIT
Getting to the “right” price for your customer can be difficult and time-consuming. How do you know you are pricing correctly? How do you create consistency across your organization? And more importantly, how do you maximize your profitability without losing business? “Creative” pricing is not sustainable in the long-term. To effectively run your organization, it’s imperative to have a pricing strategy and guardrails. Implement a pricing framework that allows flexibility when needed, order or market driven for example, within limits. Yes, you can still move fast and win deals with an eye on pricing strategy, guidelines, and realistic pricing boundaries. Many quoting processes are manual. They may be on spreadsheets or back-and-forth emails between sales and operations. Who needs to approve the quote? How do you keep track of changes? This time-consuming process can slow down your quote response time. -
29
InterAcct
InterAcct Software
InterAcct Software Pty Ltd is an Australian company that develops integrated business and accounting software systems under the brand name of InterAcct. Established in 1983, it remains a small business focused on providing a personalised level of service to their customers. They won the coveted Australian Small Business Award in 1990 in recognition of their success in marketing and expertise in tailoring systems to meet a customer’s specific needs. InterAcct consider that they actually sell (in part) a “problem”. Not a problem that the software will not function properly, but a problem in the sense that the software needs to be properly implemented into a business before the benefits can fully accrue. Rather than just a “sell and run” approach, InterAcct have perfected training techniques that allow their customers to fully utilise some of the most advanced management and accounting software available in the world.Starting Price: $1500 one-time payment -
30
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
