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Featured Quoting Apps
  • Jobber 
     33

    Software by Jobber

    Scheduling, Invoicing and More for Field & Home Services

  • Jobber gives you instant access to your customer information from any computer or mobile device. Quotes, Scheduling, Job tracking, Billing & Invoicing, Electronic Payments, QuickBooks and Xero integration, and a growing list of other great features! 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.

    Sales & Marketing Automation for Small Business

  • Discover Infusionsoft's automated complete sales and marketing tools built exclusively for small business. What do you get? CRM, lead scoring, email and social marketing, e-commerce, analytics and industry-leading support. Register now for a quick product demo and see why 23,000 small businesses like yours have chosen Infusionsoft!

    Learn more about Infusionsoft →

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  • Megaventory 
     2

    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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  • 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
  • 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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  • 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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  • 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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  • PackManager  
     0

    Software by Nulogy

    Contract packaging software to modernize and grow your business

     
  • PackManager is an end-to-end system designed to meet the specific needs of contract packaging operations. Choose all or some or the different features available: Quoting, Planning, Warehouse Management (WMS), Production, Quality Control, Invoicing, Reporting, and Customer Portal. Main benefits include getting real-time visibility into ongoing operations on your shop floor, better traceability of lot codes and expiry dates, and seamless integration with your customers' core systems (like SAP).

    Learn more about PackManager →

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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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  • GeoOp 
     5

    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. Pricing starts from just $19.95/month. See http://www.geoop.com for more details and a free trial.

    Learn more about GeoOp →

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  • Unleashed Software 
     6

    Software by Unleashed Software

    Online Inventory Management Software for Small to Medium Business

     
  • Unleashed Inventory Management is saas software designed for small to medium businesses. Unleashed is a web-based inventory management system which is very easy to use. Handle all your stock movements in Unleashed from purchasing through to sales. All information is perpetual which means real time reports and workflows of sales and warehouse operators is easily managed. The dashboard allows you to see real-time analytics of your company and gives exceptions such as late orders, purchases or other stock transfers and movements.

    Learn more about Unleashed Software →

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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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  • Quote Manager (Online Quote Builder) 
     0

    Software by Deversus Software Inc.

     

     
  • Our web-based sales quotation software allows businesses to automate their sales process via instant, automatic sales quotes and online ordering capability. • Create your own Instant Online Sales Quote Forms that automatically integrate with your website • Automatic quote calculation and PDF generation, branded to your company • Online ordering via Credit Card or PayPal with support for automatic recurring charges • Track sales quotes, customer leads, and online orders via our secure online portal • Save time and significantly increase sales Low Risk, Low Cost, Secure Online Quoting System • 100% web-based SaaS • Access online from any computer • Your data is held safe, private, and secure • You own the data. Request an export at any time • No software installation or hardware purchases required • No long term contracts

    Learn more about Quote Manager (Online Quote Builder) →

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  • 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 Cameleon CPQ →

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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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  • Nirvaha | Quote Software 
     0

    Software by Nirvaha

     

     
  • With Nirvaha Quoting, organizations can create quotes from their pre-existing templates and item lists in seconds. With the click of a button, users can specify rich text document templates (including images) to be used for creating quotes. Sales teams can then create quotes automatically by selecting items, units and discounts. Once created, quotes are easily shared for review or approval, dramatically reducing time spent in the quote creation process.

    Learn more about Nirvaha | Quote Software →

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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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  • PROMYS PSA 
     6

    Software by PROMYS

    The only PSA software with Built-in Quoting

     
  • Some the largest IT solution providers in North America, UK & Australia use the PROMYS PSA software. Quotes & Opportunities are linked allowing quote revisions to update margin & revenue forecasts real-time. Sales Orders & Projects are linked providing real-time visibility into cost against budget performance of projects. Help Desk can see assets under Service Contract in the ticket. PROMYS automates the business process, not just operational functions. See module videos to find out more.

    Learn more about PROMYS PSA →

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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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  • Quotiply 
     1

    Software by Quotiply Ltd.

    Purchasing made easy.

     
  • Quotiply is the business app that helps companies connect together in a smooth and intuitive way. Quotiply is cloud-based, and can thus be accessed anywhere at any time, on computers, tablets and smartphones. Companies can now rely on Quotiply for their purchasing: we automatically collect, rate and assess offers from their usual providers, and identify the strongest contender for them. Moreover, Quotiply has full networking features - such as profiles, messaging and contacts - baked in, and connects members together through an advanced suggestions system. Through it, members can discover potential suppliers they would never have had the chance to consider. On the flipside, being featured in suggestions allows them to bring in new business. Quotiply takes the mostly quantitative way companies purchase and sell today and adds qualitative factors into the mix. It helps them reduce their costs and increase their revenue through finding new customers, thus improving their bottom line.

    Learn more about Quotiply →

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  • Workbooks CRM 
     9

    Software by Workbooks.com

    For Small and Medium Business

     
  • 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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  • 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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  • PipelineDeals 
     5

    Software by PipelineDeals

    Simple and useful CRM software in the cloud.

     
  • PipelineDeals is the easiest way for your sales team to organize your sales pipeline and grow your business. Close more deals with less effort. PipelineDeals is so fast and easy, you’ll actually want to use it. We offer powerful hosted CRM features, and nothing to slow you down.

    Learn more about PipelineDeals →

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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


Jason Grace reviewed

Unleashed Software

"The value of Unleashed."

  9th of July 19:09


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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