Best Quoting Software in the USA - Page 4
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Compare the Top Quoting Software in the USA as of January 2026 - Page 4
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1
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 -
2
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 -
3
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 -
4
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 -
5
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 -
6
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 -
7
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 -
8
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. -
9
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 -
10
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 -
11
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 -
12
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 -
13
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. -
14
ConvertCalculator
ConvertCalculator
Turn your spreadsheet into a website calculator form and boost your business! Let your website visitors turn the knobs and calculate their price, ROI, or savings. Create custom calculator forms and pages entirely by yourself, that would take a team of developers weeks to build. Calculators simplify complex numbers. And help you explain your pricing, features or return-on-investment to your audience. Increase your online conversion with a website calculator form, and instantly capture more leads, sales and customers. Easily create a page or embed your form on your website. Your calculator can be embedded on any website and we have custom embed methods for popular platforms. A DIY drag and drop calculator form builder that includes all the question types you need. Create advanced formulas in a simple way with our formula builder. All Excel formulas are available out of the box. And create variables to reuse formulas or create datasheets to calculate with large tables of data.Starting Price: $18.00/month -
15
Business Bits
Bitsware
Business Bits is a cloud (SaaS) based ERP software build from scratch specifically for MSME units which is easy to learn and comes with free customization option through out subscription period and ample notification options built into the software. Customers can also hand pick the functionalities they wish to use to control the cost they would incur, as we charge only for the portions that you intend to use. Works on any device that is connected to Internet and has latest web browser installed on it. It works even on mobiles and tablets. Your customizations are done by our team and it’s free, so you get what you want without spending extra money or time. No worries of installation, upgradation or maintenance of software or heavy IT infrastructure.Starting Price: $31.29 per year -
16
Jigawatt
Jigawatt
Sales and management for solar companies. Generate, manage, and convert quality leads using Jigawatt’s integrated solar CRM. Give your prospects a smashing first impression, and your reps the ability to strike while the iron's hot. Slick web tools educate and inspire site visitors to go solar, and let you be the one to take them there. Jigawatt is the brainchild of a group of solar professionals with years of experience in the field and office. It’s tested in real-world situations in a fully operational, profitable, full-stack solar company. Centralized communication streamlines your workflow. You'll never need to dig through old email threads again. Give your prospects a smashing first impression, and your reps the ability to strike while the iron's hot. Slick web tools educate and inspire site visitors to go solar, and let you be the one to take them there. Jigawatt is the brainchild of a group of solar professionals with years of experience in the field and office.Starting Price: $100 per month -
17
Zigaflow
Zigaflow
Zigaflow is an advanced business management platform engineered for SMBs and enterprises, aiming to revolutionize operations across sales, operations, finance, and customer service with its comprehensive suite. It enhances operational efficiency through deeply customizable workflows, real-time inventory , CRM systems, and vendor management. Notably, Zigaflow excels in its seamless integrations with essential tools like Xero, QuickBooks & email facilitating a cohesive workflow and data synchronization across platforms. This software simplifies complex processes, provides actionable insights via real-time data analytics, and aids in strategic decision-making. Designed for businesses in search of a powerful, yet easy to use and set up solution to streamline their operations, Zigaflow minimizes manual errors, optimizes task management, and empowers teams to concentrate on driving growth. -
18
Bit2win
Bit2win
Bit2win CPQ empowers sales, partners and customers to configure complex products/services, deliver accurate quotes and create smarter deals with most updated product and pricing information. Bit2win, designed for enterprises going digital and sale processes & quoting automation, enables sale of tangible goods and subscriptions, recurring and use-based pricing, bundles and amendments to existing service contracts providing among the best out-of-the-box pricing functionality on the market. A real complete sales cloud suite that covers the entire multichannel sales cycle processes, from price configuration to go-to-market strategy. Bit2Win suite is the innovative omni-channels solution to optimize business processes, identify and manage sales opportunity, configure right product at right price in real-time, simplify and shorten sales cycle, increase efficiency and reduce errors, speed time-to-market and bring differentiation, assure customer engagement and loyalty.Starting Price: $50 per user per month -
19
COVALYZE
Valunoo
COVALYZE optimizes your whole strategic procurement process - from demand management to RfP comparison. With COVALYZE you get a much better category data set including all technical business specification in a structured format. By combining detailed business specifications with supplier prices you will get new insights into your category data, e.g. what business features are driving the price in your category, how can I reduce article variants and many more .- Book a free demos session! COVALYZE is a platform for OEMs and enterprise manufacturers needing to drive down costs of sourced components and services whilst accelerating time to market. COVALYZE provides relevant inputs to your negotiations in one place. Price of component features, overpriced parts, high-price suppliers, you all name it.Starting Price: €750 per month -
20
BidClips
BidClips
BidClips empowers home services teams to build better customer experiences. With our interactive quote builder and automated follow-ups, it’s never been easier to impress your customers and grow your business. Use our form builder to obtain the right information for each service you offer with pictures, videos, and measurements. Engage your customers with email and text follow-ups that show your customers you care and help you gain more business. Empower customers to accept, schedule, and make a down payment on their estimate all from the comfort of their device. Visualize in real-time the health of your business with daily total jobs sold and average ticket price. Improve your sales to service pipeline with metrics such as bid to job closing ratios and the % of requests sent estimates. View the performance of your sales team and make more informed decisions on staffing and training.Starting Price: $74 per month -
21
EQUP
EQUP
EQUP is an advanced all-in-one software solution that helps business owners streamline their business processes. From marketing to sales, billing to communication, EQUP provides industry-specific solutions for businesses in the Service, SaaS, and E-commerce industries, ensuring that they never have to settle for generic solutions. One of the unique features of EQUP is that it allows business owners to manage multiple companies with a single account and a single subscription. This means that you do not need to purchase a new plan to manage your other businesses. With EQUP's inventory pooling feature, you can easily pool your Emails, Users, Deals, Tags, Tasks, Appointments, and other features between your companies. This ensures that no feature is left unused, and you have complete control over all aspects of your business. Moreover, EQUP provides you with a dedicated account manager who will help you with onboarding and will be available to assist you with all your software needs.Starting Price: $7/month -
22
CrmOne
CrmOne
CrmOne is an integrated marketing, sales, support, and CRM solution designed to help small to midsize enterprises acquire, engage, and convert website visitors into customers. The cloud-based platform lets businesses use marketing tools to build relationships with customers and retain them for a lifetime. Features of CrmOne include email marketing, landing pages, live chat/helpdesk, ticketing, telephony, appointment scheduling, contact management, and more. It comes with Free CRM Software, which allows firms to manage and track all activities across customers, leads, and deals as they proceed through pipelines. Additionally, it provides marketing capabilities for users to generate leads through automated email templates, customizable forms/popups, social media engagement, and more.Starting Price: $59/month/5 Users -
23
trumpet
trumpet
Streamline your sales back and forth into centralized, personalized and trackable sales rooms. Eliminate the chaos of overflowing inboxes by embracing a vibrant space where every piece of your sales and customer success materials can be accessed through a single link. Share recordings of demos, collaborative action plans, documents, educational content, and beyond. Stand out from the competition by consolidating the entire sales process within one organized, customizable, and trackable workspace. We support you from outreach, to post-demo, to closing and onwards to onboarding and account management.Starting Price: £29 per user per month -
24
Nue
Nue.io
Nue is the #1 Revenue Lifecycle Platform on Salesforce designed to meet the GTM, subscription management and billing needs of the modern business. Configure dynamic pricing. Sell on any channel (self-service + direct sales + in-app). Expand customer revenue and manage renewals. Know exactly what to bill and when. With Nue, RevOps teams can rapidly deploy opportunity-to-cash processes for direct and self-service sales – all the while delivering complete, accurate analytics to Finance. Nue is built for high growth SaaS companies looking for a new way to manage their revenue flows end-to-end that’s not a rigid, IT-heavy CPQ or billing solution. -
25
Applications Platform
Applications Platform
Applications Platform is a low-code development platform that provides you with fully integrated B2B portal software and Product Information Management solutions to transform your business. With our fully hosted environment, you can build on pre-built low-code templates that match the look and feel of your company branding. Quickly and easily create additional database applications, develop application extensions, create web portals, or deploy ready-made library applications. Applications Platform’s capabilities provide enterprise low-code features to deliver: • B2B Web Portals including customer, supplier, vendor, partner • Library Applications such as SaaS PIM, CRM, order management, and purchase order systems. • Ground Up Applications including asset management, product information management (PIM), CRM, approval, and compliance solutions. • Application Extensions e.g., asset management, compliance, quoting, returns management etc.Starting Price: $0 -
26
Jiga
Jiga
Source high-quality, cost-competitive custom parts faster by partnering directly with vetted manufacturers. Jiga partners you directly with vetted manufacturers so you can communicate and get competitive, reliable human quotes. Our platform speeds up your workflow from request to delivery, so you can build great products faster than ever. Jiga partners you directly with vetted manufacturers so you can communicate and get competitive, reliable human quotes. Our platform speeds up your workflow from request to delivery, so you can build great products faster than ever. At Jiga, we connect you to vetted, high-quality machine shops worldwide, offering CNC machining capabilities ranging from simple drill press machines to advanced 5-axis and 6-axis machining centers. -
27
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 -
28
Mercura
Mercura
Mercura delivers an AI-powered configure-price-quote (CPQ) platform designed for complex manufacturing, enabling companies to sell smarter and faster by automating critical sales workflows. It offers a robust configuration engine, dynamic product modeling, advanced pricing calculations, and photorealistic 2D/3D product visualizations, including augmented reality, creating compelling, interactive customer experiences. The solution also supports automated quote and document generation, seamless integration with existing CRMs and ERPs, and advanced analytics to monitor demand, configuration usage, and regional preferences. Mercura helps manufacturers reduce quote-to-order errors, accelerate sales cycles, increase conversion rates, raise average sales prices, and significantly lower product returns (e.g., by up to 80%), all while scaling operational efficiency. Its modular add-ons, such as ESG insights and real-time sales analytics, further enhance decision-making. -
29
Simpro
Simpro Software
Simpro is a leading operations management solution for service, maintenance and project contractors. Connect the office to the field, deliver exceptional customer service and gain invaluable insights with automated processes, streamlined workflows and in-depth business reporting. -
30
Conga CPQ
Conga
Configure smart, accurate deals faster. Empower your sellers to quote accurately and spend less time selling, no matter how complex your business becomes. With Conga CPQ, sellers are more efficient, ultimately closing bigger deals at a higher win rate. Configure complex products and services, deliver accurate quotes, and create smarter deals with the most up-to-date product and pricing information. Your customers will appreciate the smooth, error-free process. 82% of B2B decision-makers think sales reps are unprepared. Conga CPQ helps scale the actions of your best sales reps across the entire sales organization through guided selling, pricing guidance, and margin protection.
