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Quoting Software

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Jobber logo



Quoting, scheduling, & invoicing for home service businesses

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Plans starting at just $9/month. Jobber makes it easy to quote, schedule, invoice, and get paid faster. Organize your field service business by starting a free trial today.

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PandaDoc logo



Create, edit, track, and eSign documents quickly and easily

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Accelerate deals by simplifying the process to generate, negotiate, and eSign professional quotes. PandaDoc adds powerful CPQ functionality to every leading CRM Software.

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ConnectWise CPQ logo

ConnectWise CPQ


Quote. Propose. Close.

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ConnectWise Sell makes it simple to create professional quotes and proposals to help you grow your business. See a live demo today!

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Scoro logo



All-in-one work management software.

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Scoro is an award-winning end-to-end work management solution which enables you to control your entire workflow in one place.

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iQuoteXpress logo



For sales proposals & product and pricing configuration

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Building, sending, and tracking professional sales quotes is easier than ever with iQuoteXpress (IQX). A quoting tool that works standalone, or integrates into any CRM system, IQX makes quoting a breeze and reduces costs by as much as 70%. Starting at $39 a seat.

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QuoteWerks logo



Quoting & Proposal CPQ Solution Integrating w/ Your Systems

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QuoteWerks CPQ automates the sales process creating Quotes and Proposals integrating with CRM and Accounting Solutions. Know when quotes are viewed & e-Signed

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PSQuote logo



Professional Services Quoting for Salesforce and PSA

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PSQuote is a cloud-based services quoting software for PSA and Salesforce that was specifically built for sales teams to be able to quote services based exactly on how they deliver. Create Professional Services Quotes in Salesforce from an Opportunity using discounts, resource roles, delivery schedules, rate cards, support for contractors, packaged offerings, and more.

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Tradify logo



Powerful job management platform & app for small businesses

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Tradify's powerful toolset including quoting and estimating is trusted by thousands of tradespeople and contractors.

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Epicor CPQ logo

Epicor CPQ


Power up your CPQ.

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Epicor CPQ is redefining CPQ & eCommerce for companies globally with our visual and complex configurator.

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Salesforce CPQ & Billing logo

Salesforce CPQ & Billing


Next generation Configure Price Quote (CPQ) apps

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Salesforce CPQ is a configure price quote solution fully native to the Salesforce platform that delivers automated sales quoting with out-of-the-box capabilities like Guided Selling and Pricing & Discount Schedules, to save time while turning around accurate branded proposals, all without leaving Salesforce

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P3 Software logo

P3 Software


Cloud-based print management software solution

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P3 Software is a web-based print management software for print buyers, brokers, in-plants and print manufacturers that facilitates the procurement and sourcing of print materials

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EZLynx logo



Insurance agency solution

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EXLynx is a cloud-based solution that helps insurance agencies streamline processes related to online quoting, lead management, customer retention, email marketing, and more. With the rating engine, users can store ACORD forms, generate cost valuations, and submit quotes on a centralized platform.

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ASC Pricing and Quoting logo

ASC Pricing and Quoting


Configure, price & quote (CPQ) for buy-side & sell-side

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ASC Pricing and Quoting is a CPQ (configure, price & quote) platform that facilitates sales configuration, RFP management, sourcing, procurement & collaboration

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SatQuote logo



Remote Measurement, Design, and Quoting Software

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SatQuote is a cloud-based software that helps landscapers and outdoor service contractors use maps to measure, estimate labor and materials, create landscape designs, and share maps and quotes with customers.

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Trackfront logo



Estimating, proposal & project collaboration software

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Trackfront enables you to respond faster to new opportunities with a custom proposal. Trackfront has more of the robust features you need to handle your unique pricing requirements. Create detailed price quotes with multi-page proposal content, contract language and digital e-signature approvals.

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Conga CPQ logo

Conga CPQ


Deliver accurate quotes more quickly & create smarter deals.

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Conga helps sales professionals create, send, track and sign error-free sales quotes online — on any device, anywhere.

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Odoo  logo



Full Suite of Integrated Business Apps

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From creating quote templates, contracts from scratch, and recurring invoices to receive faster payments with Odoo's built-in quote tools.

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Experlogix CPQ logo

Experlogix CPQ


Simplify complex configuration, pricing, and quoting!

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Experlogix CPQ provides simplified Quote and Order Automation Solutions to support the entire quote-to-order process for manufacturers & high tech companies

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Compulife Quote Software logo

Compulife Quote Software


Life Insurance Quoting Software

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Compulife Quote Software is a quoting solution for the insurance industry, which provides features such as customizable forms, insurance quotes, mobile access, and responsive design.

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Crete Quote logo

Crete Quote


Quoting software for contractors

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Crete Quote automatically pre-qualifies leads, saving time and money. By allowing clients to calculate free quotes online, teams can eliminate sales pressure, establish a realistic budget, and turn a hot lead into a signed contract.

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In Mind Cloud logo

In Mind Cloud


Manufacturing is complex. Selling it shouldn't be.

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Manufacturers, automate your quotes & configure your products easily & accurately on one platform.

Product Catalog & Smart Selling; Product Configuration, Workflows & Approvals; Product, Service & Solution Configuration; Interactive 2D/3D Visualization in CAD & Maps; Manufacturing Costing & Pricing

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Knowify logo



Integrated mobile contractor management platform

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Knowify is a mobile contractor management solution that helps construction companies manage jobs, contracts, change orders, invoicing, time, scheduling, & more

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Configure One logo

Configure One


The World's Most Powerful CPQ Platform

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Configure One CPQ empowers companies to easily configure, price, quote, & sell complex products. Make Configure One the cornerstone of your digital transformation, win more business, and delight your customers.

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Jenesis Software logo

Jenesis Software


Insurance agency management solution

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Jenesis Software is an insurance agency management solution that helps independent agencies reach out to potential prospects, manage clients, and improve relationships with policyholders. Key features include document management, cancellation tracking, renewal management, and marketing automation.

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YourRadar logo



Field management for commercial & residential services

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Streamline scheduling, dispatching, & invoicing; YourRadar is a comprehensive solution for commercial & residential service businesses.

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Buyers Guide

Quoting Software

What is quoting software?

Quoting software enables professional services firms, such as accounting and marketing agencies, to create online quotes and proposals for clients and prospects. The software offers customizable templates that can be populated with relevant customer and service details to generate professional-looking quotes. It also facilitates the conversion of business quotes into invoices. Additionally, quoting software integrates well with customer relationship management (CRM), eCommerce, eSignature, and accounting software to enhance the efficiency of your sales process.

What are the main features of quoting software?

  • Pricing and cost calculations: Enables businesses to calculate cost and price estimates accurately. The software typically uses predefined pricing rules and customizable variables, such as the quantities involved and applicable discounts to develop rule-based pricing for products.

  • Template management: Offers templates that can be used to generate quotes, estimates, and business proposals. The system allows users to customize these templates on the basis of their requirements and save them for later use.

  • Quotes and estimates generation: Generates professional-looking quotes and estimates for business products or services, which includes customer details, list of products/services, total price, and other applicable terms. The software also maintains a central repository of all quotes and estimates for record purposes. 

How much does quoting software cost?

Quoting software cost in the following price ranges*:

Price ranges*:

  • $6 - $11

  • $12 - $49

  • $49+

Most products in the market are priced on a per month basis and can be divided into three pricing tiers based on their starting price.

Why do businesses need quoting software?

  • Saves time in quote generation: Quoting software improves the process of creating proposals and sales quotes for prospects and customers by offering pre-built templates for quote generation. Quotation templates typically allow users to fill in important details, such as company name, contact information, and inventory pricing details using a drag-and-drop feature. This helps save time since the users need not have to start from scratch every time they need to produce a quote.

  • Ensures timely payments: Quotation software not only generates accurate quotes for business clients that can help reduce the chances of financial disputes but it also sends follow-up payment reminders to clients to ensure that the businesses get paid on time. Several quoting tools also allow professionals to set payment deadlines within their quotes which can also encourage customers to pay on time.

  • Facilitates digital signing: Quoting tools offer electronic signature capabilities that allow customers to affix digital signatures on the quotes generated by the organization. The software allows users to sign proposals, quotes, and business documents from any device, anywhere. This makes the process of signing documents much more efficient and convenient for users. Additionally, it makes the quotes legally binding. 

How do you choose the right quoting software?

  • Look for customizable templates: While the majority of quote solutions offer a template library that helps you create business proposals and online quotes, not all vendors offer customizable templates that can be adjusted to suit your needs. Some vendors also charge extra for modifications in existing templates. While evaluating potential solutions, make sure that the software allows you to customize templates at no extra cost.

  • Evaluate technical support options: Professional support is important to solve your issues and queries instantly. Before you invest in a quoting solution, make sure that the vendor offers adequate support options, such as an online forum, knowledge base, chat, and 24/7 voice or email support to address the concerns of the buyers.

  • Compare the software price: The price of quoting software usually depends on the features and functionality of the software, along with the number of users who are likely to use the software. The vendors of the software offer different pricing plans for customers, which include monthly and yearly charges. Before you finalize a solution, make sure to compare different products on the basis of their prices and the features provided by the vendor in its pricing plans. Several vendors also offer a free trial or free version of the software. Make sure to consider these if you wish to understand the software better before investing in the paid version.

How does quoting software help SMBs?

  • Ensures accuracy of quotes: Quoting tool allows small business owners to generate automated quotes and proposals, thereby eliminating the scope of clerical errors. The software offers multiple features, such as proposal generation, pricing, and discount management that helps increase the accuracy of quotes.

  • Improves profit margins: Quotation software makes the quoting process much more efficient so that businesses can save time and labor costs. It also provides users with insights related to pricing trends and profit margins that help small businesses make better pricing decisions and increase profitability.

  • Reduces customer churn rate: The system provides users insights with respect to customer preferences and allows businesses to customize their sales quotes to match specific customer requirements.The software helps businesses generate more sales, produce quotes faster, and address customer requests for proposals in a swift manner. By streamlining the entire quoting process, SMBs can see a reduced customer churn rate and an increase in customer satisfaction. 



Products evaluated for the pricing calculation were taken from GetApp’s quoting software directory. The pricing ranges exclude freemium versions of the products. The features highlighted were identified based on their relevance and the percentage of products in the Get App’s directory that offer them.

*The pricing included is for the entry-level/lowest-priced offerings found on vendor websites as of December 13, 2022. These ranges correspond to the 25th, 75th, and 100th percentiles of pricing information gathered from vendor websites of sample products.

The above list includes pricing for the base plans of most products. An enterprise or premium product that is priced higher may include additional features such as calendar management, categorization, audit trail, and email management.