Quoting highlights for October
Featured Quoting Apps
  • Jobber 
     34

    Software by Jobber

    Scheduling for Field Services

  • Jobber's powerful Scheduling interface allows you to quickly and easily plan your days. But Jobber's awesomeness doesn't stop with scheduling! Jobber gives you instant access to your customer information from any computer or mobile device. Jobber also handles Quotes, Billing & Invoicing, Job Tracking, Electronic Payments, and QuickBooks and Xero integration. Jobber is perfect for Landscaping & Lawn Care, Maid Service, Plumbers, HVAC, Computer Repair, Electricians, Handyman, Carpet Cleaning, Pest Control, and many more! We guarantee Jobber will improve your business. Try it completely free for 30 days - it's only about a dollar a day after that.

    Learn more about Jobber →

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  • NetSuite CRM+ 
     2

    Software by NetSuite

     

  • NetSuite CRM+ software is the only cloud CRM system to provide complete customer lifecycle management, supporting lead generation through to opportunity creation, order processing, fulfillment, renewal, upsell, and cross-sell. It is used by over 16,000 organizations worldwide. According to Nucleus Research, customers deploying NetSuite increase sales productivity by 12.5% due to the system’s more complete approach to CRM that provides a true 360 degree view of the customer. Improve customer satisfaction, revenue, and marketing ROI with NetSuite CRM+. NetSuite CRM+ delivers powerful customer relationship management (CRM) capabilities, including sales force automation (SFA), marketing automation, customer support and service, and flexible customization, all in a web-based CRM application. NetSuite CRM+ also includes order management, sales forecasting, partner management, and marketing effectiveness capabilities.

    Learn more about NetSuite CRM+ →

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  • Infusionsoft 
     8

    Software by Infusionsoft, Inc.

    Grow Sales. Save Time. Get Organized.

  • Infusionsoft is the only all-in-one sales and marketing automation software for small businesses that combines CRM, email marketing and e-commerce. Over 23,000 small business owners use Infusionsoft to get organized, save time and grow sales. See why!

    Learn more about Infusionsoft →

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  • WorkflowMax (A Xero Product) 
     8

    Software by WorkflowMax

    Time tracking and invoice software

  • WorkflowMax offers a single platform for all your job management and project management needs; from quotes to time tracking, job tracking and costing, project management and reporting, invoicing and lead management and more. Everything you need a single, seamlessly integrated system. If you run a service business, WorkflowMax is probably perfect for you!

    Learn more about WorkflowMax (A Xero Product) →

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  • Mhelpdesk Field Service Software 
     23

    Software by Mhelpdesk

    Win more jobs and grow your business with Mhelpdesk!

  • Job Tracking & Invoicing Functionality Through Your Mobile Device Instant Access to Your Customer Info from any Device - Never Lose Track of Your Jobs or Devices Includes Tools for Quoting, Scheduling, Job tracking, Billing & Invoicing, Electronic Payments, QuickBooks integration, and a growing list of other great features! Let MHelpDesk Help You Win More Jobs! Mhelpdesk is perfect for Plumbers, HVAC, Computer Repair, Electricians, Handyman, Carpet Cleaning, Pest Control, and many more! We guarantee Mhelpdesk will improve your business!

    Learn more about Mhelpdesk Field Service Software →

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  • FinancialForce SCM (Supply Chain Management) 
     0

    Software by FinancialForce

    A SCM suite that manages quotes, orders, inventory and spend

  • A robust native Force.com suite that manages Inventory, Spend and Order Fulfillment. FinancialForce SCM's features include a powerful quoting tool, flexible price lists and EDI integration. Manage Inventory with Warranty, RMA, Inspection, Receiving and Shipping modules.

    Learn more about FinancialForce SCM (Supply Chain Management) →

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  • insly.com 
     4

    Software by Insly

    Software for agents and brokers

  • Cloud based software for insurance agents and insurance brokers with monthly fee that simplifies sales process and helps with administration and reporting. Free trial.

    Learn more about insly.com →

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Quoting App Directory
  • Workbooks CRM 
     9

    Software by Workbooks.com

    CRM For Small and Medium Businesses

     
  • Workbooks is one of the fastest growing provider of CRM apps designed specifically for small and mid-size organisations. With headquarters in the UK, our suite of software enables our clients to accelerate sales growth, improve marketing execution, streamline business processes and improve the quality of customer support they deliver. The Workbooks CRM Edition delivers easy to use sales force automation, marketing management and customer support tools. The Workbooks Business Edition extends CRM to include the generation of transaction documents, such as customer orders, supplier purchase orders and customer invoices.

    Learn more about Workbooks CRM →

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  • CPQ OnDemand by FPX 
     0

    Software by FPX

    Configure-Price-Quote Software and Contract Management Solutions

     
  • CPQ OnDemand by FPX is sales configuration software used to manage orders, proposals and contracts. The solution offers order generation and configuration, guided selling, pricing management, proposal automation, contract management, channel management and workflow management. The CPQ software offered by FPX helps to ensure all sales orders meet your business rules. Quotes cab be be created based on your predefined pricing and discount rules. Protect your margins by ensuring exceeded discounts are sent through an automatic approval process. Create branded and professional sales proposals that are fully customizable and e-signature ready.

    Learn more about CPQ OnDemand by FPX →

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  • Service|Box 
     0

    Software by Jobbox Software Inc

    Service industry work management

     
  • Service|Box is a business management software for service companies to manage contracts, work orders, quotes, scheduling and more. The service industry specific software was built to automate and streamline the common, day-to-day operations of service companies. The main features of Service|Box fall under 9 key business areas: Maintenance, Scheduling, Quotes, Work Orders, Contracts, Job Sites, Invoices, Customers and Time Sheets.

    Learn more about Service|Box →

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  • QuoteBase 
     0

    Software by QuoteBase

    Create effective and beautiful price quote

     
  • With QuoteBase, you can create beautiful price quotes that your customers will love. Create customized quotes within minutes by using the web interface or by sending an email to the app. You can also collaborate with members of your team and get the quote prepared faster.

    Learn more about QuoteBase →

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  • Proposable 
     0

    Software by Proposable

    Online proposal software for proposal creation, delivery and management

     
  • Proposable is an online proposal creation tool that allows you to create proposals in minutes based on a library of your commonly used templates. You can share and collaborate on these proposals with your team members before they get send out. Deliver these proposals instantly online and be kept up to date with a real time overview of all your deliveries. Get notified by text or email as soon as your proposals are opened, read and commented on by their receiver. You can use the software to see who is looking at which proposal and how long they spend viewing each section.

    Learn more about Proposable →

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  • 1CRM  
     4

    Software by 1CRM Corp.

    Doing Business, Better

     
  • 1CRM enables businesses to create and maintain great customer relationships and experiences with the most complete, customizable and affordable customer relationship management (CRM) solution on the market. By focusing on a comprehensive and easy to customize CRM solution, 1CRM is putting tailored-fit CRMs within reach of businesses everywhere.

    Learn more about 1CRM →

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  • GeoOp 
     6

    Software by GeoOp

    Cloud based job management software for trades & services

     
  • GeoOp - The cloud based job management software for trades and services. Produce online job sheets, schedule staff and invoice on the go. This is what GeoOp is and we are ready to unleash the potential in trade and service businesses globally. Our complete workflow is wrapped into our low cost, simple to use GeoOp App and website console for MAC & PCs. Started in 2009, GeoOp listed on the New Zealand Exchange in October 2013 and is fast growing with staff and offices in Australia, United States and the UK. See http://www.geoop.com for more details and a free trial.

    Learn more about GeoOp →

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  • Bidsketch 
     0

    Software by Bidsketch

    Proposal software and templates

     
  • Bidsketch proposal software allows you to create proposals in minutes using customizable templates and additional features. Choose your design and add reusable content, pricing information and media. Add an electronic signature feature and a custom client landing page. Embed images and videos to be viewed online by your clients. Design templates allow you to use your own HTML/ CSS designs. All your templates will be saved and made available in a variety of colors. All templates are downloadable and exportable in PDF. Bidsketch allows you to mark specific fees as optional so that you clients can accept or decline additional services as they go through your proposal.

    Learn more about Bidsketch →

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  • Qvidian 
     0

    Software by Qvidian

    Automated sales proposal creation software

     
  • Qvidian proposal software automates the proposal creation process allowing you to create logically flowing proposals that address the key business needs of your client. The software utilizes sales reps' knowledge of their clients and enables them to create proposals without needing the writing and formatting skills to do so. Create proposals that address the needs of your client, offer solutions and provide evidence to support your company's ability to provide those services. Ensure all your proposals are consistent in tone and branding.

    Learn more about Qvidian →

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  • WebSource CPQ (Configure, Price, Quote) 
     0

    Software by Webcom

     

     
  • Requiring only a browser, WebSource CPQ allows you to configure, price, quote, propose and order your offerings across multiple sales and distribution channels, anytime, anywhere. Used for simple product catalog search and selection all the way to more sophisticated guided selling, proposal generation and multi-level channel management tasks associated with sales configurators. * Eliminate Product Selection, Pricing and Fulfillment Errors * Increase Average Quote and Order Size * Proposals that Tell a Compelling Story * Win while Preserving Your Margins * Shorten The Sales Cycle through Electronic Approvals * One Click Order Conversion * Boost Sales Through Collaborative Selling

    Learn more about WebSource CPQ (Configure, Price, Quote) →

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  • BlueprintCPQ 
     0

    Software by Blue Zebra

    Configure, Price, Quote Software... All rules and all calculations made easy

     
  • Product Configurator and Quote Solutions. BlueprintCPQ is designed for organisations wishing to quickly, easily generate complex quotes. It will enable your organisation and/or your clients to: * Speed Time to Order * Reduce Costs * Unlock Potential * Increase Revenues BlueprintCPQ is a powerful and flexible product configurator with an in built sophisticated rules and calculation engine which facilitates the quick and easy capture of both existing and proposed rules, pricing and processes; automatically generating the user interface in a clear, easy to use format. BlueprintCPQ software can be employed as a stand-alone solution that integrates with your website, shopping cart, ERP or it can be embedded into existing front office solutions, such as Salesforce.com, SalesLogix, Microsoft CRM, Maximizer, Achiever and many others.

    Learn more about BlueprintCPQ →

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  • Quosal 
     0

    Software by Quosal

    Quote and proposal creation software

     
  • The Quosal quote and proposal creation software suite includes a range of products to automate the process of quote and proposal creation. This includes Quosal Create, Quosal Sell, Order Porter, Quosal Mobile, Quosal Catalog Server and ModernOffice. Quosal Create allows you to create quotes based on customizable templates to created your own consistent, branded sales documents. You can also use the tool to establish workflows, as well as integrations with other applications. Use the software to create product catalogs and organize your content, as well as to configure templates to suit your needs.

    Learn more about Quosal →

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  • RFP365 
     0

    Software by UPG Solutions

    Online request for proposal software for RFPs, RFQs, and RFIs

     
  • RFP365 allows you to automate the request for proposal creation process. This software can be used to issue as well as to respond to RFPs. Procurement teams can use the tool to speed up the timeframe for procurement by reusing RFP templates, scoring responses online and improves their communication with vendors. Vendors can use RFP365 to respond to request for proposals. They can use the tool to search for and use old responses, online collaboration features enable them to work together and manage deadlines.

    Learn more about RFP365 →

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  • Megaventory 
     3

    Software by Megaventory Inc.

    Sales and Inventory Management

     
  • Web-based Sales and Inventory Management for the Small and Medium Business - all bundled in a usable and cost-effective solution. Manage Goods Inbound, Outbound and Transfers, create Sales Quotes, Sales, Purchase and Work Orders in multiple locations in a fully web based, multi-user environment.

    Learn more about Megaventory →

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  • CallidusCloud CPQ 
     0

    Software by CallidusCloud

    CPQ (Configure, Price, Quote) solution for sales document production

     
  • CallidusCloud CPQ offers a range of tools to automate the production of sales documents and to speed up the sales cycle. With this CPQ solution you can reduce errors in pricing and product selection, create branded and professional proposals, define workflows and approval processes to make sales processes more efficient and utilize up-selling and cross-selling recommendations to increase order sizes. Features of CallidusCloud CPQ include management of your product catalog, guided selling, product configuration, document creation, automated approval processes and real-time insights and analytics.

    Learn more about CallidusCloud CPQ →

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  • Sofon Guided Selling 
     21

    Software by Sofon B.V.

    Sales Configurator Software

     
  • With Sofon Proposal Organizer, complete and error free quotations, orders, contracts and other sales documents can be easily created. Product configuration, calculation, visualization and document generation are all supported. Online, offline and on internet. Sofon Studio is the management module for all information that is used in Sofon Proposal Organizer and Sofon Sales Configurator. This information, including costs, configuration and calculation rules, visualization rules, texts, illustrations etc, is transparently and easily stored in Sofon models. Sofon Sales Organizer offers all functionality you may expect from robust CRM systems for customer driven businesses. In case you already use a CRM system, or you prefer another CRM system such as Microsoft CRM, Salesforce or Siebel, your system of choice will easily work with Sofon. Sofon Connect ensures seamless integration between Sofon Guided Selling and other software such as ERP, CRM, CAD and PDM.

    Learn more about Sofon Guided Selling →

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  • Quote Roller 
     3

    Software by Quote Roller

    Create, send, track, and sign business proposals online, fast and easy.

     
  • Quote Roller is a web-based software that helps to create, send, organize, track and e-sign business proposals with ease. Impress your clients with beautiful proposals created in minutes, not the usual hours. -Create proposals out of proven, sector-specific templates or create and reuse your own -Auto-insert your products, services and optional pricing catalog -Include images, videos and hyperlinks -Send proposals in PDF or web formats, which clients can discuss, accept and securely e-sign -In-proposal analytics empower your followup by allowing you to know right away when a client opens your proposals, what they've looked at and for how long.

    Learn more about Quote Roller →

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  • Maximizer CRM 
     2

    Software by Maximizer Software

    Complete CRM in the Cloud

     
  • Maximizer CRM Live is a powerful and intuitive cloud CRM solution for your whole organization. It is an invaluable business tool to help you close more sales, gain accurate insight into your sales pipeline and easily execute marketing campaigns to generate more leads. Easy to deploy and inexpensive to maintain, yet powerful enough to meet the changing needs of your growing business. The only complete CRM solution available at one low price. Full Featured - Mobility Included - Easily Adapted

    Learn more about Maximizer CRM →

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Key Features & Benefits

  • Online quote creation and PDF generation
  • Customizable, branded quotes and proposals
  • Cost calculation and automatic recurring charges
  • Quote sharing and automated sending
  • Quote archiving and revision history
  • Online quote payment and proposal acceptance
  • Integration with CRM and accounting systems

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Quoting Reviews


Igor Fedotov reviewed

insly.com

"Insly understands insurance business"

  18th of September 23:53


Mark Steinbach reviewed

Megaventory

"Megaventory for Fabric warehouse"

  26th of August 07:03


miriam shell reviewed

WorkflowMax (A Xero Product)

"Workflow Max"

  24th of June 05:12


Brian Walsh reviewed

Workbooks CRM

"Amazingly Simple"

  12th of June 04:13


Maurice D. Williams, MS reviewed

Infusionsoft

"Infusionsoft Rocks!"

  14th of May 16:26


Jeff Harold reviewed

Jobber

"Jobber impacted company growth"

  24th of April 13:52


Stuart Standring reviewed

Mhelpdesk Field Service Software

"Could be great if they tried"

  16th of April 08:19


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What is Quoting Software?

Quoting software, also referred to as “proposal software” and “estimating software,” is used by businesses to automate the creation of quotes and sales proposals. These kinds of sales applications allow for the speedy calculation and creation of branded and coherent sales quotes and business proposals, as well as often contracts, invoices and orders. By automating the quote creation process, these business applications aim to reduce the room for error and improve efficiency and speed, while responding to a prospect’s request for proposal (RFP) more quickly.

Business proposal software will allow you to easily generate both a PDF proposal and a web-based proposal. Through the automated sending, tracking and archiving of quotes, you can save time and money by using reusable proposal templates that you only have to customize to reflect clients’ needs.

No more sending a proposal out and waiting, never knowing even if your prospect has opened it. With proposal-tracking capabilities, you know exactly when your client opens your proposal, and even often how long they spent looking at each section. This allows you to anticipate objections and perfectly time follow-up conversations.

With the electronic signature functionality or integration that comes with most any quoting software, you take away barriers many clients have to signing, getting your YES faster.

With some online quoting software you can even receive a secure online payment, produce reports and analytics, and include 3-D drawings and images that are proof of your good work. You could even include a video client testimonial as social proof of a similar successful project.

Quotes can easily be shared among team members for review and evaluation, using user permissions and scorecards to ease sales management and to foster competition. Additionally, most cloud-based proposal software will be integrated with other more complex accounting and CRM software, further assuring you never make an embarrassing mistake like leaving behind another client’s contact info or discounted price.

Key Features & Benefits

  • Online quote creation and PDF generation
  • Customizable, branded quotes and proposals
  • Cost calculation and automatic recurring charges
  • Quote sharing and automated sending
  • Quote archiving and revision history
  • Online quote payment and proposal acceptance
  • Integration with CRM and accounting systems

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