Quoting Software

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  • WorkflowMax     35

    Time tracking and invoice software by Xero
    Impress your clients by sending reliable, customizable quotes in minutes. From quote to project tracking to invoicing - WorkflowMax offers complete visibility. read more
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  • eRep CPQ +   

    Product Select, Price, Quote, Submittals, Order Automation
    eRep CPQ provide pricing, configuration, quoting, then quote-to-order to make the entire process easy for the rep and distributors to submit accurate quotes. read more
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  • CallidusCloud CPQ     1

    CPQ (Configure, Price, Quote) solution for sales document production
    Simplify even the most complicated configurations and quotes with a CPQ that is flexible to your quoting needs, but simple to use. read more
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  • Contract Logix   

    Contract Management Software
    Since 1997, Contract Logix has been a leading provider of contract management software, offering a wide variety of software products, services and managed hosting solutions. Contract Logix software has been deployed to hundreds of customers in 50+ industries worldwide. read more Contract Logix contract management software streamlines the contract management process, drastically reducing contract management time, and simplifying contract administration. Whether you're looking to manage risk, ensure compliance, improve contract renewal rates, reduce contract turnaround times, or better organize and manage your contracts, Contract Logix contract management software can help. It provides centralized storage of your contracts and agreements with proactive reminders as well as comprehensive tracking and reporting using secure, role-based access to your team from anywhere at any time.
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  • Qwilr     20

    Replace PDF sales docs with beautiful, interactive webpages
    Replace your PDF quotes with interactive and mobile-friendly webpages that are as easy to build and reuse as they are beautiful. read more
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  • Infusionsoft     42

    Don't Compromise. Get Sales & Marketing Software That Works.
    Infusionsoft lets you create custom quotes and orders directly from emails. Infusionsoft auto-converts accepted quotes into orders and notifies the sales rep. read more
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  • HarmonyPSA     9

    Complete professional services automation package.
    Auto-create and manage complex client quotes and orders with HarmonyPSA. Supports solution selling and on-line client signature through the customer portal. read more
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  • Autodesk Configure One   

    Web-based pricing and quotation management software
    Concept Enterprise Product Configurator (EPC) is a web-based quotation management solution with integrated modules to automate quote-to-production process read more
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  • Freightview     1

    Compare your LTL rates faster
    Does your company have accounts with multiple LTL carriers and brokers? Does your shipping department run quotes on their websites to figure out which one to use each time? (Or should they be doing that to make sure you're always getting the best deal?) Then Freightview is for you. read more Freightview pulls all of your own negotiated LTL rates into one place. When you can see all of your pricing on one page, it's easy to compare your options and pick the best one. Then you can schedule pickups, prepare bills of lading, print shipping labels and track your shipments from pickup to delivery. Your unified address book means you never have to type an address twice. Plus you can visualize all of your shipping data as charts, graphs, reports and spreadsheet download. Freightview is free to try for a month — with no credit card or commitment —. Try it out today!
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  • Powertrak CPQ   

    Cloud-based CPQ solution suite
    Powertrak CPQ is a quoting, guided selling and ordering solution which offers 2D & 3D product configurators, proposal, quoting, and pricing management, and more read more
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  • P3 Software   

    Cloud-based print management software solution
    P3 Software is a web-based print management software for print buyers and resellers that helps to automate procurement and sourcing of print materials read more
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  • Quotient     4

    Online Quoting and Proposal Software
    Quotient is a full quoting system with the ability to create quotes, view quote activity on a dashboard, get email notifications, track views & opens, and more. read more
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  • ServiceM8    5

    We're for small business
    Field staff can use ServiceM8 to create professional quotes & invoices while on site that can be printed, emailed, sent by SMS, or even posted to clients. read more
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  • Qvidian    1

    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. read more 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.
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  • RFP365  

    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. read more 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.
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  • BlueprintCPQ  

    CPQ Software (Configure, Price, Quote). Complexity made easy
    BlueprintCPQ is breaking new ground in the 'Lead-to-Order' process, helping users with guided, automated and personalised content at key buying stages. read more
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  • Cincom CPQ  

    Configure Price Quote (CPQ) Software for Multiple Channels
    Cincom CPQ™ is a configure-price-quote platform that dramatically improves the buying experience for your customers. Beginning with product configuration, the application creates real-time pricing and quoting of those configurations, and delivers a proposal on the spot. read more With expert knowledge at their fingertips, your sales reps and dealers have everything they need to sell. But more importantly, your customers have everything they need to make a buying decision quickly.
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  • PROMYS Enterprise PSA    1

    The next generation in enterprise PSA software
    Promys PSA Anywhere includes a built-in CRM with quoting functionality that lets you automatically turn quotes into orders and get customer sign-offs on the go. read more
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  • KashFlow    16

    Accounting software for small businesses
    Use KashFlow to create an unlimited number of quotes: Customize quotes with text, branding & currency; categorize quotes; & convert quotes to invoices. read more
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  • Sofon Guided Selling    22

    Sales Configurator Software
    Use Sofon Guided Selling to configure products, calculate prices & create error-free quotations - supporting approval automation, reports, & version management. read more
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  • 1CRM    18

    Doing Business, Better
    1CRM lets you create custom quotes & invoices, with support for multiple layouts and tax rates, group & line item discounts, quote approval workflow, & more. read more
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  • Proposify    19

    Design/ marketing proposal software
    Proposify is online proposal software for the web design and marketing industries, We know how challenging writing and create proposals can be, we understand that pain point all too well. Proposal writing was always a chore for us and we wanted a better way, so that’s why Proposify was born! The powerful custom design editor allows users to easi read morely customize the look of the proposal, combining the functionality of Adobe Indesign, Google Docs, and Microsoft Word and Power Point to make creating proposals easy. More than just a document editor with design tools, it also streamlines the entire proposal writing workflow.
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  • YourTradeBase    9

    Easy software for trades and services
    YourTradeBase lets you create & send customized, professional quotes, estimates, invoices & receipts. Attach files, automate calculations, and more. read more
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  • Megaventory    12

    Sales and Inventory Management
    Megaventory is an inventory management app with the ability to prepare sales quotes for clients - add discounts, search quotes & generate orders from quotes. read more
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  • Apparound CPQ    6

    Automated Configure Price Quote with sales gamififcation
    Apparound CPQ helps to configure offers, calculate prices and generate quotes & proposals, with support for complex products and advanced pricing rules. read more
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GetApp lists the best Quoting software vendor reviews. Including examples of their program solutions, company comparisons, and other types of application options.

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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