Best Quoting Software for Insightly
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Compare the Top Quoting Software that integrates with Insightly as of May 2026
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This a list of Quoting software that integrates with Insightly. Use the filters on the left to add additional filters for products that have integrations with Insightly. View the products that work with Insightly in the table below.
What is Quoting Software for Insightly?
Quoting software helps businesses generate accurate and professional price quotes quickly for products or services, streamlining the sales process. It automates the creation of quotes by pulling data from product catalogs, pricing rules, and discount policies, ensuring consistency and reducing errors. Many quoting tools integrate with CRM, ERP, and billing systems to provide real-time pricing and availability. Features often include customizable templates, approval workflows, e-signatures, and analytics to track quote status and conversion rates. Quoting software improves sales efficiency, accelerates deal closure, and enhances customer experience. Compare and read user reviews of the best Quoting software for Insightly currently available using the table below. This list is updated regularly.
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1
Configure One Cloud
Revalize
The Most Powerful CPQ to Accelerate Sales Cycles, Optimize Processes, and Drive Operational Efficiency—Backed by More Than 20 Years of Industry Experience. Empowering manufacturers with an advanced solution, Configure One Cloud customers report: • Enabled dealers to generate 40% of product configurations and 25% of sales orders, facilitating growth without increasing internal staff. • Reduced quote generation time by 50% and achieved 100% error reduction, streamlining the sales process and building customer trust. • Scalable environment for expansion, supporting a 400% growth rate and market diversification without compromising on quality or customer satisfaction. Some of Configure One Cloud Top Features: • Intuitive Advanced Rules Engine • Automated Multi-level BOM Generation • Dynamic Pricing Models • User-friendly Web Administration Interface • Seamless ERP/CRM Integration • Real-Time 3D Visualization Ready to transform your manufacturing process? Let's Talk! -
2
PandaDoc
PandaDoc
PandaDoc empowers more than 50,000+ growing organizations to thrive by taking the work out of document workflow. PandaDoc provides an all-in-one document automation platform that helps fast scaling teams accelerate the ability to create, manage, and sign digital documents including agreements, proposals, quotes, contracts, and more. Powerful, integrated, and secure, PandaDoc enables business users to create and send personalized documents for electronic signing in under 4 minutes. The five main use cases of PandaDoc are: - Proposals - Quotes - Contracts - eSignatures - Forms. PandaDoc seamlessly integrates with the existing software you use, like CRM, payment gateway, cloud storage. We support the tools highly effective teams use, like Zoom, Canva, Monday, HubSpot, and SalesForce. Moreover, our robust API and Zapier integration could connect PandaDoc with any custom software you may use.Starting Price: Free -
3
Keap
Keap
Find out how Keap helps you get organized, automate daily tasks and close more leads. Keap, formerly known as Infusionsoft, is the all-in-one CRM, designed for small business owners. The smarter way for small businesses to do great work. Keap organizes your client information & daily work in one place, freeing you up from repetitive tasks. All new and existing leads are in one place. All of your client information is accessible anywhere, 24/7. Take the friction out of winning work with hassle-free scheduling and easy quoting. Get out of bill collecting and get paid faster by tracking outstanding invoices. Deliver the kind of service that earns you referrals, leading to long-term relationships (and business).Starting Price: $40 per month -
4
Better Proposals
Better Proposals
Better Proposals helps you create, send, track, and sign business documents in just a few minutes. With over 200 pre-written and pre-designed templates for proposals, contracts, sign-offs, and more, it takes the work out of document creation. Its 40+ integrations enable you to automate your entire sales process by using only one platform. Modern, on-brand proposals that streamline your sales process. Sent, tracked, and signed in minutes. Impress at first glance. A professional first impression goes a long way towards closing any deal. Luckily, we know what’s important, what to avoid, and how to create a powerful image that builds immediate trust, and it's all built into Better Proposals. Track the proposals you send and get real-time updates as your clients read, sign, and send them back faster than ever. With Proposal AI's automatic suggestions, you'll convert more by discovering exactly what's working in your industry.Starting Price: $19 per month -
5
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 -
6
Quote Roller
PandaDoc
All-in-one proposal, contract, and quoting software. Our online quoting software is the ultimate sales tool for document automation. We extend the power of your CRM and provide everything you need to turn your leads into paying clients. No need to switch between word processors, CPQ tools, eSignature apps, and follow-up emails. Quote Roller lets you create sales documents, employ dynamic quoting, get electronic signatures, and improve your sales processes all the while. Boost your team’s productivity by 35%. Quote Roller helps your reps close deals faster by eliminating duplicative work on sales quotes and replacing traditional PDF proposals. Save at least one hour per document and several hours per deal. Automated manager reviews help pin down the approval process. Locked content satisfies marketing, accounting, and legal requirements. Now you can count on consistent sales quotes and business proposals each and every time. -
7
Elfsquad
Elfsquad
No more pre-production nightmares. Elfsquad is for makers. We connect the sales- and production processes, and enable sellers and buyers to configure complex products without errors. Let your sales team, dealers and even customers configure complex products. Elfsquad enables you to make complex products understandable; for all audiences. This is one of Elfsquad’s USP’s: a quotation from Elfsquad does not only mean an error-free configuration, it also seamlessly meets customer demand. Integrate with other IT applications. A configuration is just the beginning of a logistical process. That is why Elfsquad integrates with all other software: ERP, CAD, CRM, Outlook, Excel, your local storage: you name it. Elfsquad digitalizes your entire processes. Another great USP: our software has to sell your products. That is why Elfsquad is implemented by people who know sales, instead of by people who know IT. Because it is likely that your best IT person is not your best sales person.
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