Quoting Software

PandaDoc is an all-in-one tool to create, edit, send, track, and eSign documents quickly and easily. Discover a better way to generate professional-looking and error-free proposals, quotes, and contracts with PandaDoc. Win more... Learn more

Finally, a digital sales platform purpose-built for manufacturers that unites CRM, CPQ, and Commerce. Our end-to-end sales software flawlessly aligns your customers’ wants with your production capabilities in ERP to help you... Learn more

Xero is an accounting system designed for small and growing businesses. Xero connects small businesses with their trusted advisors and provides business owners with instant visibility of their financial position. As a web-based... Learn more

Keap (formerly Infusionsoft) is a cloud-based sales and marketing solution that offers customer relationship management (CRM), marketing automation, and e-commerce functionalities in one suite. Keap helps small businesses across... Learn more

JobBOSS² helps job shops and make-to-order manufacturers improve profitability and manage their supply chain. By integrating people, processes, and technology, our quote-to-cash solution reduces bottlenecks while improving shop... Learn more

mHelpDesk is a field service solution that helps customers automate everything from first customer contact to getting paid. This includes customer management, quoting, dispatching, invoicing, billing and reporting. mHelpDesk... Learn more

Bitrix24 is an online workspace for small, medium, and large businesses. It features over 35 cross-integrated tools, including CRM, tasks, Kanban board, Gantt chart, messenger, video calls, file storage, workflow automation, and... Learn more

Odoo is the #1 open-source integrated business apps suite. Main apps include Website Builder, eCommerce, CRM, Accounting, Project Management, Warehouse Management, Manufacturing, Human Resources, and Marketing. There is an app... Learn more

Jobber is a cloud-based field service management software solution that allows small and midsize service businesses to manage field staff, provide customer support, and expand business operations either through a mobile app or a... Learn more

With Abby, an auto-entrepreneur can manage administrative procedures on a single platform, streamline the automatic calculation of contributions, and send declarations to Urssaf. The invoicing module assists with the creation of... Learn more

PayPal Invoicing is a free solution that makes it easy to send invoices and get paid faster. Create and send professional-looking invoices, track payments and view transaction histories, and stay on top of your business with... Learn more

JobNimbus is a CRM and project management software wrapped up in one application. The platform is an end-to-end solution designed to help contractors (roofing and construction professionals) streamline their communication and... Learn more

Qwilr is a cloud-based sales documentation and request for proposal (RFP) solution. It offers audit trail features, sales and marketing document storage, a content repository and analytics functionalities. Qwilr features a... Learn more

Sage 100 is a cloud-connected ERP platform (Enterprise Resource Planning) for medium-sized manufacturers, distributors, and professional service companies. Finance, budgeting, planning, inventory, supply chain, production... Learn more

ServiceM8 is the app for trade contractors & service businesses, such as plumbing, electrical, HVAC & refrigeration contractors, locksmiths, cleaners & gardeners — any kind of small business which manages jobs & staff in the... Learn more

It’s not easy to source the right product, technology or service — and choosing the wrong vendor or supplier is costly. Instead of making things easier, traditional RFPs and other types of RFx (RFI, RFQ and more) complicate the... Learn more

Proposify is the online proposal software for SMBs that gives you control and visibility into the most important stage of your sales process: the close. From deal design to sign-off, get the confidence and flexibility to dominate... Learn more

Jenesis is a cloud-based solution that helps insurance agents manage personal and commercial lines and obtain new potential customers. Key features include claims management, rating engine, policy processing and reinstatement... Learn more

Invoice2go is an accounting management software designed to help independent contractors and small businesses create invoices/estimates, accept clients' payments and generate performance reports. Users can customize invoices by... Learn more

Scoro is a comprehensive work management software specifically designed to cater to the unique needs of service businesses that have grown weary of dealing with disjointed systems, unpredictable workloads, and shrinking profit... Learn more

shopVOX is a cloud-based platform for small to large businesses, which helps automate and streamline all processes related to manufacturing of custom products. The centralized platform comes with job boards, which let users... Learn more

QuoteWerks is a configure, price, quote (CPQ) solution that can be used in any industry for creating sales quotes and proposals. QuoteWerks integrates with customer management solutions like ACT!, ACT! for Web, Autotask,... Learn more

LawnPro is a cloud-based field service management solution that helps businesses in the landscaping industry streamline processes related to invoicing, client communications, time-tracking and more. Professionals can utilize the... Learn more

Planview Clarizen is an award-winning enterprise work management solution for project portfolio management (PPM) and professional services delivery teams. The solution enables PMOs, EPMOs, PSOs, and ESOs to gain real-time... Learn more

FreeAgent is award-winning online accounting software designed specifically for small businesses, freelancers and their accountants and bookkeepers. Over 100,000 customers use FreeAgent to manage their business accounts – all... Learn more

Better Proposals is a proposal management software that helps businesses create, share and organize custom proposals and cover pages. The platform includes customizable templates, which allows organizations to design personalized... Learn more

Fergus is a cloud-based field service and job management solution designed for small and medium-sized businesses. The platform helps users manage a variety of jobs including quoting, estimating, scheduling, contact management,... Learn more

Tradify is job management software that helps organizations track and manage jobs from quote to invoice, in real time. Tradify was built for trade and service businesses such as electricians, plumbers, HVAC, building and... Learn more

Simpro is a powerful job management software solution created by trade contractors, for trade contractors. If your business struggles with quoting multi-stage projects, managing inventory, communicating with technicians, or any... Learn more

Ignition is an all-in-one platform for professional services that empowers businesses to get paid faster, and run smarter. Ignition automates and optimizes proposals, client agreements, billing and payment collection to put an... Learn more

Megaventory is a cloud-based order and inventory management solution aimed at medium-sized businesses. Its features include order fulfillment, manufacturing management, invoicing and reporting. Megaventory offers comprehensive... Learn more

Gestionix is an inventory management software designed to help small and midsize businesses manage inventory, billing, accounting and other processes. The platform enables managers to upload and sort product-related data based on... Learn more

Workflow Max is a cloud-based workflow and job management solution designed to serve small to midsize service-based businesses. Along with key project management capabilities, the solution provides quote creation, timesheets, job... Learn more

Proposable is a cloud-based proposal management solution for small to medium size businesses that helps users create, track and sign formal proposals. From sending trackable web-based proposals to finalizing deals, the solution... Learn more

ServiceBox is an integrated cloud solution for commercial and residential service-based companies such as plumbers, HVAC repairmen, locksmiths, cleaning services and more. Work orders and maintenance management tools allow a... Learn more

Quotient is a cloud-based configure-price-quote (CPQ) solution that caters to small businesses across various industry verticals and helps users to create, send and manage professional quotes. Key features include contact... Learn more

EFI MarketDirect StoreFront is a web to print and fulfillment solution designed for print service providers, In-plant print centers, and franchise print operators who need a comprehensive solution to manage and automate online... Learn more

AroFlo is a full-featured job management solution for trade and service-based businesses. Manage jobs through their entire lifecycle—from the initial query and quote all the way to final invoicing. AroFlo helps trade professionals... Learn more

Dolibarr ERP & CRM is a cloud-based, open-source enterprise resource planning (ERP) solution. It is suitable for small and midsize enterprises, nonprofit organizations and freelancers. Primary features include sales management,... Learn more

ECI M1 is a subscription-based enterprise resource planning (ERP) system, available on-premise or via the cloud, that automates financials, inventory, production, sales/quoting and production planning. The solution is suitable... Learn more

About aPriori: We started with a simple idea: create a software platform with embedded product design and manufacturing intelligence to make your job faster and easier. And that starts by having a team of incredible people who... Learn more

Knowify helps contractors Budget, manage, and invoice every construction project and service job with precision, and get insights to grow their business along the way. All work happens in one intuitive platform that integrates... Learn more

AutoQuotes or AQ is a data analytics and quoting solution, which assists businesses in the foodservice and supplies industry with data visualization, configure, price and quote (CPQ) operations, reporting, multi-channel payment... Learn more

Verenia CPQ is a cloud-based configure price quote (CPQ) solution for businesses in industries such as distribution, manufacturing, and Ecommerce. Key features include product visualization, price quotations, CRM and ERP... Learn more

partnerTribe is a cloud-based business management solution designed for small and midsize companies across various industries. partnerTribe offers key features like a customer relationship management (CRM) system to manage... Learn more

#1 FSM Platform. We're known for our ease of use, scalable functionality, and the best customer success team in the industry. FieldPulse is an all-in-one application for service contractors to better manage and grow their... Learn more

EZLynx is an insurance agency management software that streamlines all agency workflows. It provides back-office management features, CRM, and marketing automation tools that help agents strengthen relationships with customers... Learn more

DocFlite is a comprehensive SaaS platform for quote and proposal management. It allows users to create users and subgroups for different departments and segregate data. The approval workflow helps users manage approvals across... Learn more

A1 Tracker Contract Management Software is a cloud-based contract management & lifecycle platform. A1 Tracker's features include contract approval workflow, documents, vendors, audits, reminder notifications, templates,... Learn more

Synchroteam is a cloud-based field service management and scheduling solution that caters to businesses of all sizes in field service industry that includes cleaning services, construction, electrical and HVAC. Synchroteam... Learn more