Best Quoting Software - Page 4
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1
Psalm
Jordan Labs Ltd
Psalm is a cloud-based CRM and business management system for small businesses that quote before selling. It manages inquiries, follow-up reminders, quotations priced by size, quantity, or fixed charge, sales orders, invoices, and payments. Customers can accept quotations online; accepted quotes become orders with deposit and staged payments, then invoices without reentering line items. Psalm tracks outstanding balances and ages overdue amounts into 30-, 60-, and 90-day periods. Business logos, colors, and letterheads can be added to documents. A guided importer reads Excel and Google Sheets, and paid plans include an AI assistant that works from business records. Pricing is per company: free for one person to manage invoices, quotes, and customers, with plans at £39/month for up to 3 people, £99/month for up to 15, or £199/month for up to 50. A 14-day free trial is available without a credit card.Starting Price: £39/month -
2
Ecollat Quotation Tool
Techtonic Enterprises
Ecollat Quotation Tool is a web-based CPQ and proposal application for B2B sales teams. It helps users create, customize, revise, and share sales quotations using branded templates, proposal cloning, version control, and configurable approval workflows. The tool provides proposal engagement and conversion analytics and connects with Ecollat PIM and CRM to use product and customer information in proposals. Businesses can use it to manage quotation workflows and prepare product-based proposals for customers. Ecollat also offers a mobile app for Android and iOS, supporting sales collaboration on the go.Starting Price: $8/user/month -
3
HiVis Quote AI
HiVis AI
HiVis Quote AI is a browser-based AI drafting tool for Australian tradespeople and small trade businesses. Users enter a trade, job notes, materials and costs, hours, hourly rate and suburb, then generate a draft quote, variation or customer message. Quote drafts can include a scope of work, inclusions, exclusions, price summary and payment terms; users can edit the text, copy it or print/save it as a PDF. The tool runs in a phone or computer browser without a download or sign-up for the free daily allowance. A Pro subscription provides unlimited drafts subject to fair use and can be cancelled at any time. Outputs are AI drafts, so users should verify quantities, scope and prices before sending them. The product is not intended for SWMS, safety or compliance documents.Starting Price: A$19/month -
4
QuoteBuddy
Thernness
QuoteBuddy is a cloud-based quoting application for machine shops, job shops, and sheet-metal fabricators. It analyzes technical drawings uploaded as PDF, PNG, or JPG, extracting dimensions, holes, tolerances, material, and part type. Shop-configured machines, materials, routing, hourly rates, and markups help calculate production times and costs. Estimators can review evidence for extracted values, adjust pricing inputs, and generate a customer-ready PDF quotation. The workflow supports CNC milling and turning, as well as laser, waterjet, or plasma cutting of sheet metal. QuoteBuddy is designed for shop owners, estimators, and sales or technical staff who prepare quotes from customer drawings. The free plan includes unlimited AI quotes for 30 days, then three per month. Paid monthly plans start at €149 for up to 100 quotations per month. Annual billing saves about 17%.Starting Price: €149/month -
5
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) -
6
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 -
7
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 -
8
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. -
9
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 -
10
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 -
11
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 -
12
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 -
13
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. -
14
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 -
15
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 -
16
Bid Monster
Bid Monster
We help you keep all your bidding opportunities organized and give you simple analytics to make your team shine to all your clients and prospects! Don’t pay a ransom for a “pay-per-user” system, use CRM System. Bid Monster is a simple CRM with lots of added features that can help you close more sales and build better relationships by being better organized with quicker more accurate responses to your clients. The application has many built-in ready-to-use features that will help you and your team members save time and lessen any errors by having your pricing, information and contacts all in the same easy-to-use application. It is a simple easy to use cost-effective Cloud-based application that has a built-in CRM -Customer relationship management, with Bid Calendar, quotation worksheet with an integral CPQ -Configure Price Quote with reporting functions.Starting Price: $2,500 per year -
17
VARStreet InstaQuote
VARStreet Inc
MAKE YOUR DAY-TO-DAY QUOTING A LOT SIMPLER, FASTER, AND ACCURATE WITH VARSTREET’S QUOTATION APPLICATION VARStreet InstaQuote Quoting software is simple and easy to use which makes putting together even the most complex quotations quick and error-free. You can build a professional quote equipped with all the necessary information including rich content in a fraction of the time. It will take your whole sales quoting process online, making it easier to manage your quotes. So give your sales representatives access to VARStreet InstaQuote Quoting software and expect a major boost in their productivity. VARStreet’s InstaQuote quoting solution is designed for businesses of all sizes, from small VARs to large enterprises. It is simple enough to serve the requirements of a small business yet feature-rich to handle the complex processes of large enterprise resellers. You can start really small based on your need and scale as your need grows. -
18
EchoQuote
LeadLifter
Why spend hours creating content offers that may not generate qualified leads? EchoQuote™ is simple to set up, works instantly and never goes stale. EchoQuote™ leads are more qualified and receptive to a sales call. Sellers can easily begin a sales conversation and start uncovering their needs. We would agree! EchoQuote™ never displays or sends pricing without your approval; you stay in total control. There are also numerous ways to restrict who can request a quote (block countries or email domains). Absolutely. Most of our clients are B2B and sell complex/custom products and services. EchoQuote™ is built to handle budgetary requests, not final pricing and is used to open the door to a sales conversation. Everyone, including your competition, has a Request a Quote/Contact Us form on their website but they rarely work. Visitors trust third party tools like EchoQuote™ resulting in more leads for your sales team.Starting Price: $25 per month -
19
ProcessMate
ProcessMate
ProcessMate is a cloud software that helps keep track of quotation and ordering. It comes with a sales desktop for your employees, as well as with the Customer (client) Portal where your client may request quotation, place orders and service requests. The portal is easy to configure and apply branding of your organization. With ProcessMate you can manage processes & tasks, related documents, process-related information and manage team communication. ProcessMate helps manage both ad-hoc and regular tasks that run on schedule. The platform will keep track and notify users, build reports for managers and help you streamline your business. Open up new channels of communications with your customers, let them submit purchase and servicing requests, view their ongoing requests and optionally, trigger internal processes once your customer submits a requests.Starting Price: $25 per user per month -
20
Qmaze
Quadriceps Products
Qmaze is a powerful and easy-to-use quotation and product configurator Qmaze will create easier, faster and more reliable quotes and orders for you. Qmaze connects your ERP, CRM or development environment with your e-commerce. The possibilities are endless: inside your own organization, on the internet or through a dealer portal. A correct and complete quotation and order with the Qmaze product configurator. Your customers can quickly and easily create a quote and order via the web. You build and maintain you in a simple way product with all possible options, complexity, and possibilities. Qmaze is easy are linked to your CRM and/or ERP system. Your dealers and customers receive a dealer portal in which they can clearly follow all quotations and orders, anywhere in the world, in all your desired languages. Qmaze runs in the cloud, fully provided by us, or on your own web server.Starting Price: $200.00/month -
21
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 -
22
Datamoto
Datamoto
Enterprise-grade purchase order system to purchase inventory or non-inventory items. Drives the complete approval process with budget control. Inventory management software for small, medium, and enterprise companies and fully integrated with sales and purchase order systems. Manage your field sales and service operations with speed and efficiency. A cloud and mobile-based field service and CMMS application for effortless and proactive field management. An easy to use sales order management system which supports complex fulfillment. Built-in integration with Datamoto Inventory and Purchase order system. More on CRM software. WMS allows better visibility of the inventory and enables smooth administration of warehouse operations from the time goods or materials enter a warehouse until they move out.Starting Price: $149.99 per month -
23
Peppercan
Safecoms Network Security Consulting
Peppercan was born out of necessity. We needed a system to manage our business, and move away from the cumbersome combination of Outlook, Excel and Words! A powerful web-based business application that helps owners and managers run their operations more smoothly and effectively.PEPPERCAN - the CRM that automates and frees up your team to build your business. It automate your sales, your E-marketing campaigns and your quoting system. It brings your projects to life, takes control of your time and manages your finances. Peppercan is easily set up, using a simple questionnaire to configure most of the application right from the get go. Allowing you to get started easily and quickly. All your Data is hosted on the cloud servers, and mirrored in another location for redundancy with an additional encrypted backup online. Which allows access to your data in complete safety and security.Starting Price: $47 per user per month -
24
QwikQuote
QuikQuote
You can use QwikQuote as long as you can connect to internet to access your quote software hosted in your Office PC, terminal Server, Citrix App Server, or Cloud. In all cases you have the same feeling and productivity without extra training or reeducation. You can choose the right remote access approach to your quote software system to meet your business and management requirements. That's why Personal Selling Power said 'QwikQuote is the leading business sales Quoting Software for customized sales quotes, sales invoices and estimates and you'll be glad because 'even the most complex quotes become a breeze.' QwikQuote is the original desktop quoting software that allows salespeople to effortlessly create sales quotes and sales invoices with only a few clicks of a mouse. Quoting should be easy and uncomplicated so you move quickly from a proposal to to an invoice, that's why we are known as 'The Easy One.' (See our Learning Center Video Making a Quick Quote).Starting Price: $199 one-time payment -
25
inRetail
Intelometry, Inc.
Founded in 2003, Intelometry, Inc. is a Technology and Consulting Services Company that specializes in retail electricity and natural gas market operations. Intelometry clients consist of retail energy suppliers, large energy users and user groups, and consulting firms located across the continental U.S. Intelometry’s product lines and offerings fall into three primary categories including: • Retail energy transactional software developed and supported by Intelometry for use by retail energy suppliers, energy brokers, and large end users • Consulting services specializing in retail energy market operations, regulatory matters and new market entry • Production and distribution of retail energy data critical to market operations and analysis Key Intelometry staff have held senior management roles in prominent energy companies and consulting firms. This real world experience affords our team a high level of credibility and insight when working with our clients. -
26
Compulife
Compulife Software
A full-featured quoting software that gives agents the ability to quote their clients’ life insurance coverage with ease and accuracy. Includes the rates of over 100 life carriers. You can run quotes for Term, Return of Premium, Simplified Issue, and Guaranteed UL products. Add instant life insurance quotes to your website. The Website Quoter easily integrates with your current website and will automatically adapt to any screen size to look perfect on all devices. You can control what life companies that you want to quote and set the e-mail address where you want any leads to go. The Compulife Basic Quoter will let you run life insurance quotes on any computer, tablet, or phone that is connected to the internet. It is fully responsive and can be used on any device such as a PC, MAC, iOS, Android, etc.Starting Price: $180 per user per year -
27
Zingtree
Zingtree
Zingtree allows you to build no-code, interactive decision trees that help you create agent scripts, guide customers, and manage internal processes. By turning your workflows into a choose-your-own-adventure-type experience, you help your users reach the next best action and make the complex simple. And because its a no-code solution, business users can create, deploy, and manage their decision trees with little-to-no IT work.Starting Price: $25.00/month -
28
GleanQuote
GleanView
Make complex quoting easy and fast using GleanQuote's CPQ engine. Configure highly customized solutions for your customers in minutes. Formalize sales and product intelligence into a process that guides your team to the best solution for your customers. Make it easy for your team to quickly build winning proposals with unlimited templates that can be completely customized to showcase your offering. Install guiderails and analytics into your sales process to keep your team focused and on-track.Starting Price: $175 per month -
29
TeamGram
TeamGram
The CRM that doesn’t stop when you close. TeamGram works across departments, helping everyone in your company collaborate to achieve amazing sales performance and customer satisfaction. Use it to write quotes, track orders, manage post-sale activities, assign tasks to mobile teams and more. TeamGram dashboard provides real-time insights into vital business metrics, without having to dig through spreadsheets. Quickly discover what needs your attention and make faster decisions. The pipeline view enables you to see all your deals at a glance and makes it easier to focus on your next actions. Drag&drop your deals from one stage to the next, take control of your sales process in a very simple and visual way.Starting Price: $12 per user per month -
30
channelcentral CPQ Software
channelcentral.net
A @360insights company, providing the IT Channel with CPQ solutions and data services for eCommerce, sales and marketplace enablement. channelcentral turns real business issues into cost-saving, revenue-generating processes, with CPQ solutions and data services improving eCommerce experiences for complex products that require configuration. Unlike other SaaS providers, it offers a unique service that considers product lifecycle management. We're a team of experienced channel experts and developers who understand the IT Channel. We're committed to demonstrating Return on Investment to our customers.
