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Quoting Software

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Jobber logo

Jobber

4.5
(595)

Quoting, scheduling, & invoicing for home service businesses

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Quoting should be this easy. Jobber helps home service businesses get organized and grow business. From the office or in the field, quote, schedule and invoice jobs; optimize routes, track & dispatch teams and much more.

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ConnectWise Sell logo

ConnectWise Sell

4.1
(62)

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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PandaDoc logo

PandaDoc

4.5
(815)

Crushing your Competition From Propose to Close

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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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Salesforce CPQ & Billing logo

Salesforce CPQ & Billing

4.2
(47)

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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Scoro logo

Scoro

4.6
(173)

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

iQuoteXpress

4.9
(13)

For sales proposals & product and pricing configuration

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Automate your sales proposal process with iQuoteXpress (IQX) and save as much as 70% on the time and costs tied to building, sending, and tracking sales quotes. Integrate with Shopify to create ecommerce for B2B.

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Tradify logo

Tradify

4.7
(131)

Powerful job management software for electricians & plumbers

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Tradify's powerful toolset including quoting and estimating is trusted by over 25,000 tradespeople and contractors.

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Windward Core logo

Windward Core

4.8
(41)

Document generation tool for creating contracts & proposals

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Windward Core is a document generation system designed to help organizations create various custom documents such as contracts, loan agreements, proposals, HR letters, and more. It enables professionals to design personalized templates using Microsoft Word and store them in a centralized repository.

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Better Proposals logo

Better Proposals

4.8
(142)

Web-based sales proposal software to win business faster.

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Better Proposals is a web based platform for creatives and service providing businesses to create professional, well-formatted sales proposals, with digital signatures, 3rd party integrations, and more. Know when proposals are opened, forwarded or downloaded in order to follow up at the right time.

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Quoter logo

Quoter

4.6
(51)

Cloud-based quoting for technology service providers.

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Quoter is a modern, cloud-based quoting platform that helps technology service providers sell more and get paid faster. Created by the original developers that built IT Glue, Quoter is lightning fast, friendly to use, and designed to get more people quoting.

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Crete Quote logo

Crete Quote

5.0
(2)

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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DealHub logo

DealHub

4.8
(10)

The #1 Rated CPQ - Proposals, Quoting & Pricing Software

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The Highest Rated Configured Price Quotation Solution

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Conga CPQ logo

Conga CPQ

4.2
(19)

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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Quotient logo

Quotient

4.8
(106)

Online Quoting and Proposal Software

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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.

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Ignition logo

Ignition

4.7
(94)

Client engagement and commerce platform for professionals

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Ignition makes it simple to engage clients, get paid and run your business on autopilot. From impressive online proposals to automated engagement letters and payments, we free you up to focus on what matters most.

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Odoo  logo

Odoo

4.1
(449)

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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P3 Software logo

P3 Software

5.0
(2)

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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ASC Pricing and Quoting logo

ASC Pricing and Quoting

4.0
(1)

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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Bitrix24 logo

Bitrix24

4.1
(511)

100% free CRM, collaboration and communication tool suite

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Bitrix24 #1 FREE CRM with built in quotes and invoices. Unlimited quotes and invoices 100% free. 5 million clients worldwide.

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QuoteWerks logo

QuoteWerks

4.4
(81)

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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EZLynx logo

EZLynx

3.8
(59)

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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In Mind Cloud logo

In Mind Cloud

(0)

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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Synchroteam logo

Synchroteam

4.5
(54)

Field service management software. Live support. Free trial.

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Field service management (FSM) software for mobile workforce tracking. Features scheduling, dispatch, calendar, job management, invoicing and mapping. Live support and mobile application available.

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YourRadar logo

YourRadar

4.5
(2)

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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CloudBlue PSA logo

CloudBlue PSA

4.5
(22)

The next generation of professional services automation.

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Auto-create and manage complex client quotes and orders with HarmonyPSA. Supports solution selling and on-line client signature through the customer portal.

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Here's what we'll cover:

Buyers Guide

Quoting

Managing price quotes manually isn’t easy. The process requires sales personnel to calculate cost estimates using different factors, such as discounts, tiered pricing models, and taxes. They then use this information to create price quote documents. But due to the iterative nature of customer negotiations, sales teams may need to revise the price quotes multiple times.

All these challenges make the process of creating price quotes time consuming and prone to errors. This results in customer fatigue, which increases the risk of your business losing customers before the deal comes through.

To overcome these challenges, you need a quoting solution that imports customer data from the CRM system, applies pricing rules and taxes, and provides you the price quotes instantly. The software will help you automate price calculation and data entry, ensuring that your sales staff spends less time on mundane tasks and more on cracking deals.

Read this buyer’s guide to select the right quoting software for your business. It includes the necessary information on the deployment options and common features of this software. 

Here’s what we will cover:

What is quoting software?

Quoting software is a tool that helps businesses calculate price estimates for products and services. The software performs the following functions:

  • Pull customer details from the CRM and sales automation systems to populate customer details in price quote documents.

  • Implement condition-based rules to calculate estimates. For instance, you can set discounts based on purchase quantity.

  • Calculate taxes on different types of products and services to provide post-tax price estimates.

  • Customize price quote documents using business logos, fonts, and themes.

Deployment options for quoting software

The first step to selecting the right quoting software for your business is to understand the deployment methods. Quoting solutions can be deployed in the following ways:

Cloud-based deployment: These solutions are hosted on the vendor’s servers and don’t require purchasing network hardware and data storage. Cloud-based tools are accessible from a web browser or mobile app. While these require an internet connection, some cloud-based systems also let you work offline. The data is synced as soon as the internet connection becomes available.

Cloud-based systems follow a subscription pricing model, which charges users on a per user per month/year basis.

On-premise deployment: Unlike cloud-based systems, on-premise systems are hosted on a business’s own servers and require additional servers and network equipment. The software is installed on the business’s desktops, laptops, and servers and accessed via an application.

On-premise systems come with perpetual pricing and charge for each user license. You may also need to pay extra for software updates.

At GetApp.com, we recommend cloud-based systems for small and midsize businesses. These systems require less technical expertise to deploy and operate, which eliminates the need of hiring IT professionals.

Key questions to ask your vendor before you buy: Apart from the pricing mentioned on your website, what are the costs related to deployment, support, and training? Based on my business needs, what is the annual total cost of ownership (TCO) of your product?

What are some common features of quoting software?

To ensure the long-term success of implementing a quoting solution at your business, you need to ensure that your shortlisted vendor offers all the features you need. 

If you select a solution that doesn’t have the required features, you’ll need to manage some functions manually. This will result in low return on investment. For instance, without a CRM integration, you’ll need to manually move contacts from the CRM to the quoting software.

Here are a few common features of quoting software that you should know about:

Contact management: Stores contact information of businesses and customers such as names, addresses, and type of business. This information is used to populate fields in the quote documents, eliminating the need for manual data entry.

Managing company contacts in CutQuote

Managing business contacts in CutQuote (Source)

Quote/Proposal creation: Lets you create manual and automated price quotes and then export the documents into various formats such as PDF and Microsoft Word. Once created, the sales teams can forward these documents to customers.

Quote creator in Quoter

Quote creator in Quoter (Source)

Discount management: Lets you implement discounting plans while creating price quotes. The logic can include volume discounting, limited period offers, and promotional offers.

Pre-payment discount in Pandadoc

Prepayment discount in PandaDoc (Source)

Key questions to ask your vendor before you buy: Does your product offer all the features mentioned above? Does your product integrate with the CRM and accounting software used in my business?


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*Note: The applications selected in this article are examples to show a feature in context, and are not intended as endorsements or recommendations, obtained from sources believed to be reliable at the time of publication.