Quoting Software

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Here’s our list of apps for Quoting software.

Quoting software is a tool that helps businesses calculate price estimates for products and services.

Common features include:
  • Contact management
  • Proposal creation
  • Third party integration
Common features include:
  • Contact management
  • Proposal creation
  • Third party integration

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103 apps

Jobber   

550
Quoting, scheduling, & invoicing for home service businesses
Jobber is a cloud-based field service management solution that enables small and medium sized businesses to manage scheduling, invoicing, clients, quotes & more. Read more about Jobber
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Quoting, scheduling, & invoicing for home service businesses
Jobber is a cloud-based field service management solution that enables small and medium sized businesses to manage scheduling, invoicing, clients, quotes & more. Read more about Jobber
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Salesforce CPQ   

39
Next generation Configure Price Quote (CPQ) apps
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… Read more about Salesforce CPQ
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Next generation Configure Price Quote (CPQ) apps
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… Read more about Salesforce CPQ
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RevvSales   

7
Draft,review & sign professional documents every single time
An all-in-one quoting & document management system for teams anywhere. Collaborate efficiently with every document and quote created, reviewed & signed in one central place. Trusted by 1000+ businesses globally. Running your business, one document at a time, is our business!… Read more about RevvSales
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Draft,review & sign professional documents every single time
An all-in-one quoting & document management system for teams anywhere. Collaborate efficiently with every document and quote created, reviewed & signed in one central place. Trusted by 1000+ businesses globally. Running your business, one document at a time, is our business!… Read more about RevvSales
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PandaDoc   

703
Crushing your Competition From Propose to Close
Accelerate deals by simplifying the process to generate, negotiate, and eSign professional quotes. PandaDoc adds powerful CPQ functionality to every leading CRM Software. Read more about PandaDoc
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Crushing your Competition From Propose to Close
Accelerate deals by simplifying the process to generate, negotiate, and eSign professional quotes. PandaDoc adds powerful CPQ functionality to every leading CRM Software. Read more about PandaDoc
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Verenia CPQ   

46
Product configurator, ecommerce and sales enablement
Combined CPQ, CRM & Ecommerce solution for manufacturers and distributors. Streamline sales from the inside to the outside, including dealer and distributor channel. Email integration allows real-time 360 degree visibility into your customer communications. Read more about Verenia CPQ Serving hundreds of thousands of users.
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Product configurator, ecommerce and sales enablement
Combined CPQ, CRM & Ecommerce solution for manufacturers and distributors. Streamline sales from the inside to the outside, including dealer and distributor channel. Email integration allows real-time 360 degree visibility into your customer communications. Read more about Verenia CPQ Serving hundreds of thousands of users.
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FieldPulse   

27
All-in-one field service management solution
A good quote or estimate helps you win more business. FieldPulse makes it easy to generate clean, professional quotes that satisfy customers and help you preserve margins on each and every job. Watch out for software that makes estimates difficult. The easy choice is FieldPulse. Read more about FieldPulse
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All-in-one field service management solution
A good quote or estimate helps you win more business. FieldPulse makes it easy to generate clean, professional quotes that satisfy customers and help you preserve margins on each and every job. Watch out for software that makes estimates difficult. The easy choice is FieldPulse. Read more about FieldPulse
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Powertrak CPQ   

7
Visual Product Configurator Solutions for Manufacturers
Powertrak CPQ is a quoting, guided selling and ordering solution that offers 2D & 3D product configurations with virtual reality and augmented reality experiences. Read more about Powertrak CPQ
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Visual Product Configurator Solutions for Manufacturers
Powertrak CPQ is a quoting, guided selling and ordering solution that offers 2D & 3D product configurations with virtual reality and augmented reality experiences. Read more about Powertrak CPQ
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DealHub   

8
The #1 Rated CPQ - Proposals, Quoting & Pricing Software
The Highest Rated Configured Price Quotation Solution. Read more about DealHub
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Quoter   

33
Cloud-based quoting for technology service providers.
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. Read more about Quoter
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Cloud-based quoting for technology service providers.
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. Read more about Quoter
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Proposify   

247
Proposal software for modern sales teams.
Create beautiful proposals, streamline them in the cloud, and get faster sign-off with online signatures. Try Proposify proposal software free for 14 days. Read more about Proposify
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Proposal software for modern sales teams.
Create beautiful proposals, streamline them in the cloud, and get faster sign-off with online signatures. Try Proposify proposal software free for 14 days. Read more about Proposify
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Qwilr   

339
Document design and automation tool for sales teams.
Replace your PDF quotes with interactive and mobile-friendly webpages that are as easy to build and reuse as they are beautiful. Read more about Qwilr
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Document design and automation tool for sales teams.
Replace your PDF quotes with interactive and mobile-friendly webpages that are as easy to build and reuse as they are beautiful. Read more about Qwilr
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Plexus   

4
Business process & field management for service companies
From CRM to accounting, we can run your service in one place. Plexus' centralized system allows you to ensure your crews use the best business processes. Read more about Plexus
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Business process & field management for service companies
From CRM to accounting, we can run your service in one place. Plexus' centralized system allows you to ensure your crews use the best business processes. Read more about Plexus
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P3 Software   

2
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 about P3 Software
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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 about P3 Software
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ASC Pricing and Quoting   

1
Configure, price & quote (CPQ) for buy-side & sell-side
ASC Pricing and Quoting is a CPQ (configure, price & quote) platform that facilitates sales configuration, RFP management, sourcing, procurement & collaboration. Read more about ASC Pricing and Quoting
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Configure, price & quote (CPQ) for buy-side & sell-side
ASC Pricing and Quoting is a CPQ (configure, price & quote) platform that facilitates sales configuration, RFP management, sourcing, procurement & collaboration. Read more about ASC Pricing and Quoting
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EZLynx   

47
Insurance agency solution
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. Read more about EZLynx
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Insurance agency solution
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. Read more about EZLynx
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eRep CPQ +   

5
CPQ software to simplify and automate the quoting process
eRep CPQ provides pricing, configuration, quoting, then quote-to-order to make the entire process easy for the manufacturer, rep and distributors to submit standardized, accurate quotes with sales literature combined if needed. Can export quotes to Word, PDF, or Excel if desired. Read more about eRep CPQ +
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CPQ software to simplify and automate the quoting process
eRep CPQ provides pricing, configuration, quoting, then quote-to-order to make the entire process easy for the manufacturer, rep and distributors to submit standardized, accurate quotes with sales literature combined if needed. Can export quotes to Word, PDF, or Excel if desired. Read more about eRep CPQ +
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QuoteWerks   

78
Quoting & Proposal CPQ Solution Integrating w/ Your Systems
QuoteWerks CPQ automates the sales process creating Quotes and Proposals integrating with CRM and Accounting Solutions. Know when quotes are viewed & e-Signed. Read more about QuoteWerks
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Quoting & Proposal CPQ Solution Integrating w/ Your Systems
QuoteWerks CPQ automates the sales process creating Quotes and Proposals integrating with CRM and Accounting Solutions. Know when quotes are viewed & e-Signed. Read more about QuoteWerks
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iQuoteXpress   

13
Sales proposal automation (CPQ) solution
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. Read more about iQuoteXpress
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Sales proposal automation (CPQ) solution
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. Read more about iQuoteXpress
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Blendzi   

1
Order and inventory management for eCommerce
Blendzi is a cloud-based software for eCommerce management which helps businesses sell products on multiple eCommerce websites and marketplaces. From a single dashboard, it provides inventory and order management, product information, shipping control, invoice management, and report generation. Read more about Blendzi
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Order and inventory management for eCommerce
Blendzi is a cloud-based software for eCommerce management which helps businesses sell products on multiple eCommerce websites and marketplaces. From a single dashboard, it provides inventory and order management, product information, shipping control, invoice management, and report generation. Read more about Blendzi
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Bitrix24   

415
100% free CRM, collaboration and communication tool suite
Bitrix24 #1 FREE CRM with built in quotes and invoices. Unlimited quotes and invoices 100% free. 5 million clients worldwide. Read more about Bitrix24
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100% free CRM, collaboration and communication tool suite
Bitrix24 #1 FREE CRM with built in quotes and invoices. Unlimited quotes and invoices 100% free. 5 million clients worldwide. Read more about Bitrix24
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Vendavo CPQ Cloud   

2
Vendavo® CPQ Cloud is at the Heart of Commercial Excellence
Helps B2B organizations coordinate, control, and streamline their quote-to-cash processes by making sure sales reps have the right combinations of products & pricing for every situation. Enterprises can now increase sales productivity and win rates while delivering an improved customer experience. Read more about Vendavo CPQ Cloud
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Vendavo® CPQ Cloud is at the Heart of Commercial Excellence
Helps B2B organizations coordinate, control, and streamline their quote-to-cash processes by making sure sales reps have the right combinations of products & pricing for every situation. Enterprises can now increase sales productivity and win rates while delivering an improved customer experience. Read more about Vendavo CPQ Cloud
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HarmonyPSA   

18
The next generation of professional services automation.
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 about HarmonyPSA
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The next generation of professional services automation.
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 about HarmonyPSA
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Quotient   

103
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 about Quotient
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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 about Quotient
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Xero  

1,873
Accounting Software for SMBs
Create and send quotes in minutes using the contact, inventory and pricing information you’ve set up in Xero. You can also use your smartphone to send quotes on the spot, from wherever you are. Read more about Xero
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Accounting Software for SMBs
Create and send quotes in minutes using the contact, inventory and pricing information you’ve set up in Xero. You can also use your smartphone to send quotes on the spot, from wherever you are. Read more about Xero
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Keap  

1,060
An all-in-one CRM, sales and marketing automation software
Keap lets users create custom quotes and orders directly from emails, and auto-converts accepted quotes into orders and notifies the sales rep. Read more about Keap
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An all-in-one CRM, sales and marketing automation software
Keap lets users create custom quotes and orders directly from emails, and auto-converts accepted quotes into orders and notifies the sales rep. Read more about Keap
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Quoting Software Buyers Guide

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?

Back to quoting software directory

*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.

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