Quoting highlights for December
  • Jobber 
     36

    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.


  • Mhelpdesk Field Service Software 
     26

    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!


  • WorkflowMax (A Xero Product) 
     9

    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!


  • Infusionsoft 
     9

    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!


  • Service|Box

    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.


  • FinancialForce SCM (Supply Chain Management)

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

    A robust native Salesforce Platform 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.


  • Onsight

    Mobile sales app

    Onsight is a mobile sales app for distributors, wholesalers and manufacturers with outside sales teams. Onsight helps improve sales performance by speeding up the ordering process. Sales reps use their mobile devices to show new products to customers and to quickly create quotes and orders whilst on the road, even when they are offline. Onsight also allows merchandising reps to perform retail audits and merchandising inspections using their mobile device. The Onsight app is available on iPad's, iPad Mini's, Windows 8 tablets, 7- and 10-inch Android tablets and Android phones.


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  • Sofon Guided Selling 
     21

    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.


  • Workbooks CRM 
     9

    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.


  • PROMYS PSA 
     6

    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.


  • insly.com 
     4

    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.


  • 1CRM  
     4

    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.


  • Megaventory 
     3

    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.


  • GeoOp 
     6

    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.


  • Socket 
     2

    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.


  • Quote Roller 
     3

    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.


  • Black ICE CRM 
     1

    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.


  • Remotia Proposal & Order 
     1

    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.


  • ServiceM8 
     1

    We're for small business

    ServiceM8® will keep track of your jobs, storing all job details from a client’s first call through to quoting, scheduling, job management, invoicing and payment tracking. ServiceM8 even integrates with MYOB, Xero and QuickBooks accounting software meaning you only enter information once. ServiceM8 is designed to be used by everyone in your business, from each individual field staff member, to back office staff, through all levels of management. It is simple and effective, and best of all, it's available anywhere, anytime.


  • Quotiply 
     1

    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.


  • Maximizer CRM 
     2

    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


  • CPQ OnDemand 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.


  • 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.


  • 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.


  • 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.


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


Mark Steinbach reviewed

Megaventory

"Megaventory for Fabric warehouse"

  26th of August


miriam shell reviewed

WorkflowMax (A Xero Product)

"Workflow Max"

  24th of June


Brian Walsh reviewed

Workbooks CRM

"Amazingly Simple"

  12th of June


Maurice D. Williams, MS reviewed

Infusionsoft

"Infusionsoft Rocks!"

  14th of May


Jeff Harold reviewed

Jobber

"Jobber impacted company growth"

  24th of April


Stuart Standring reviewed

Mhelpdesk Field Service Software

"Could be great if they tried"

  16th of April


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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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