Quoting highlights for October
Featured Quoting Apps
  • Jobber 
     35

    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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  • Sellsy Invoicing 
     0

    Software by Sellsy Invoicing

    Invoicing and estimate software

  • Sellsy Invoicing: A rock solid tool to create professional estimates and invoices matching your identity. An incredibly intuitive document generator. Creating invoices is often an unrewarding experience.With Sellsy's document generator, you will finally find it enjoyable. Intuitive, powerful and very complete, you're sure to send your customers flawless documents. All the documents you need to manage your sales efficiently: Estimate Invoice Orders Credit notes Deposit invoice Delivery slip Proforma invoices

    Learn more about Sellsy Invoicing →

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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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  • 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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  • WorkflowMax (A Xero Product) 
     7

    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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  • 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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Quoting App Directory
  • 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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  • 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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  • 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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  • 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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  • 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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  • PROS Cameleon CPQ  
     0

    Software by PROS

    Multichannel and Multi-device Configure Price Quote (CPQ) Solution

     
  • Cameleon CPQ is a multi-channel and muti-device CPQ (Configure Price Quote) solution that offers a range of products and services to make sales processes smoother and more efficient. Cameleon CPQ integrates with your CRM and ERP to increase sales productivity and reduce time-to.market. Integrations include Salesforce CRM and SAP Buiness ByDesign. Create content-rich, customized and branded proposals with CPQ. Add a range of details and create documents in various formats. The product configurator software integrates with your CRM, ERP, PRM, and eCommerce portals. The software allows sales teams and end-users alike can configure products and services from their desktops or mobile devices.

    Learn more about PROS Cameleon CPQ →

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  • Quotient 
     0

    Software by Quotient

    Online quoting software

     
  • Quotient is a cloud-based quoting software to create, present, send and approve quotes online. With Quotient you can create professional, custom branded quotes and save templates to automate the quote creation process in the future. You can use Quotient to track the progress of your quotes and your clients have the ability to accept quotes online. Keep all your quotes securely archived in one application to make quotes easy to search and retrieve. Keep on top of quote progress and archive quotes that don't get approved after certain time periods. The quoting software can also be used to measure the performance of your quotes through reporting and analysis.

    Learn more about Quotient →

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  • Customer Invoicing and Inventory Management 
     0

    Software by Business Spreadsheets

    Invoicing, customer and inventory management

     
  • Customer Invoicing and Inventory Management solution integrates customer invoicing with management of inventory levels, customer information and product details. The portable nature of the invoicing and inventory management system provides an optimal solution for mobile sales force invoicing requirements. Relationships between products, customers and invoicing provide powerful reporting capabilities and integration with back end CRM and inventory management systems.

    Learn more about Customer Invoicing and Inventory Management →

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  • Remotia Proposal & Order 
     1

    Software by Remotia Inc

     
  • Create business proposals with ease and monitor client correspondences effectively as easy as 1-2-3! Creating professional proposals from scratch has never been this easy. The Remotia platform lets users get down to business by providing ready-to-use, built-in and professionally-designed proposal templates. Users can choose a theme from the available offerings with just a few mouse clicks; another plus is that he can also upload a skin or template he likes. What’s even better is that users can create business letters and invoices straight from the system to help keep track of proposal emails and invoices sent to customers. By having this feature, users can easily monitor their sales pipeline and make necessary follow-ups within the expected time line.

    Learn more about Remotia Proposal & Order →

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  • Socket 
     2

    Software by Deversus Software Inc.

    Online Quoting Software

     
  • Create impressive quotes in seconds with Socket, the cloud-based quoting software that integrates with your website and lets you accept payments online. Create quotes in seconds. Socket is designed to automate all of the work in quote generation, which allows you to create and send comprehensive quotes in seconds. You can also easily create and send revisions, and assign leads to salespeople. Plug into your website. Socket’s simple copy/paste website integration lets you plug our instant online quoting system directly into your website. Socket will also integrate with your CRM, E-mail Marketing, and Invoicing software. Accept payments online. Accept payments for quotes securely online with support for recurring charges. Combined with our website integration feature, customers can create and order quotes without even picking up the phone. Sign up for the free 30-day trial via our website. No setup fees. Cancel at any time.

    Learn more about Socket →

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  • e-conomic 
     1

    Software by e-conomic International A/S

    Online Accounting

     
  • A Web-Based Accounting system specially developed for SMEs. The E-conomic accounting system functions on both PC and Mac computers and contains all the functions of a conventional accounting system - and much more. Online benefits: The E-conomic accounting system exploits all the benefits of an online application. This means: - You don't need to install space-consuming software onto your harddrive or apply constant application upgrades - That the E-conomic system and all of your accounts are available wherever you are and at anytime - That you can collaborate with your accountant and/or external bookkeeper on the Internet simultaneously - Easy to get started and use - To begin working with your accounts in E-conomic, simply select the available default set-up that matches your type of business, and begin invoicing customesr, bookkeeping and preparing your budgets straight away.

    Learn more about e-conomic →

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  • Black ICE CRM 
     1

    Software by Open by Nature Ltd

    Your customers, in detail

     
  • Black ICE CRM is a web based CRM application covering Leads, Accounts, Quotes, Orders, Invoicing, Potential Tracking, Product Management, Stock Management, Email Marketing, SMS Marketing, Project Management and much more. The multi lingual (over 17 languages supported) and multi currency CRM is web based and offered as a hosted service or it can be installed at a client location. Starting from just £12 ($18USD) per user per month, the CRM offers real value to all types of businesses. Black ICE CRM can be customised to fit your business, with additional fields and workflow customisations available. We are a UK based company, and host in European and UK data centre's using the fastest backbones to ensure fast connections to the CRM worldwide.

    Learn more about Black ICE CRM →

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  • Remotia Invoice 
     1

    Software by Remotia Inc

     
  • Enjoy full control of your invoices with built-in templates straight from the system. Get creative and customize every invoice with your company logo uploaded onto the template. Input data, convert currencies and send to intended recipients instantly right from the centralized Invoice system. As long an internet connection is available, users can access information anywhere, anytime. Simply log in to the system and experience full control of its features, it’s that easy.

    Learn more about Remotia Invoice →

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  • 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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  • 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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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


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


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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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