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Top Rated Quoting Software with Client portal

Last updated: May 2026

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155 software options

Xero logo

Xero

Cloud-based accounting software for small businesses

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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.

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Jobber logo

Jobber

Tool that manages quotes, schedules, invoices and tasks

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Join over 250,000 home service pros using Jobber. We make it easy to schedule appointments, quote, invoice, and get paid faster. Organize your field service business and impress your clients - get started today.

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Synchroteam logo

Synchroteam

Field service management software for mobile workforce

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Synchroteam is a cloud and mobile-based field service management (FSM) software designed for mobile workforce that assists with tracking, scheduling, dispatching, calendar and job management, invoicing, and mapping.

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Salesforce Revenue Cloud logo

Salesforce Revenue Cloud

Configure price quote solution native to Salesforce

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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

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iQuoteXpress logo

iQuoteXpress

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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Anchor logo

Anchor

Streamlines billing for effortless payments

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Easily create and send quote & proposals that can be reviewed and signed from any device. Just choose a service from your service library, outline your terms, and send it to your client to sign digitally.

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EZLynx logo

EZLynx

Your most productive employee.

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With EZLynx®’s software for new and growing insurance agencies, we provide your business with an all-in-one platform that integrates your comparative rater, agency management system, reporting, customer portal, and more to make managing your policies easier.

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QuoteWerks logo

QuoteWerks

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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EASA logo

EASA

Convert macro/VBA enabled spreadsheets into secure web apps

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Converts existing, complex macro/VBA enabled Excel spreadsheets into secure and remotely browser accessible web apps (including from mobile devices) eliminating Excel chaos. Operates on-prem or cloud

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KonstructIQ logo

KonstructIQ

Streamline and drive financial performance of your projects

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KonstructIQ is an all-in-one financial management tool for construction projects that streamlines estimates, budgets, invoices, bills, payments, and change orders. It enhances efficiency by automating key tasks, providing real-time budget tracking, and facilitating seamless collaboration between contractors and subcontractors.

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Fieldd logo

Service your city faster.

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Fieldd is a cloud-based field service management software that uses AI (artificial intelligence) technology to help manage tasks, scheduling, dispatch, conversion tracking, online bookings, POS (point of sale), CRM (customer relationship management), and more.

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Abby logo

Billing and invoicing platform

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Abby helps businesses ensure that customer documents are legal and comply with the rules. Customers can pay online and receive reminders for late payments.

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Jenesis Software logo

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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A1 Tracker logo

Enterprise risk management software

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A1 Tracker is a risk management platform designed to help businesses of all sizes manage & mitigate risks across contracts, migrations, insurance, assets & claims. A1 Tracker enables users to track, report & manage trends, reducing risks on claims for insurance premiums, product liabilities, & more.

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YourTradebase logo

Win more won, get paid faster. Made for trades.

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YourTradeBase lets you create & send customized, professional quotes, estimates, invoices & receipts. Attach files, automate calculations, and more.

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DocFlite logo

Quote and Proposal Management Software for Teams

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Create simple or complex quotations. Add tax, overrides, exemptions to you costings. Choose what level of detail your customer sees. Create a user hierarchy and segregate data for sub-teams. Use the approval workflow to approve critical documents from team members.

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WBudget logo

Cloud-based sales proposal management solution

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WBudget is a complete web-based proposal management platform that helps companies to save time and avoid rework. An average WBudget user creates and submits a fully professional proposal in less than 5 minutes and can remotely track its approval and closure.

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GoComet logo

Automating and digitizing your logistics

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GoComet is the world’s leading Logistics Resource Management platform that makes it possible for companies to comprehensively transform the way that their supply chains operate, creating process resilience and driving double-digit cost savings.

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ResponsiBid logo

Home services management software

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ResponsiBid is a home services management software that helps businesses generate quotes, manage appointments, handle customer information, and more on a centralized platform. It allows customers to utilize the self-service portal and calendar tools to schedule services based on personal requirements and preferences.

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ShopXpert logo

A simple and powerful ERP Software for your Business

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A simple and powerful ERP Software for your Business, Job Shop, Fabrication, Service Shop and more.

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LawnPro logo

Lawn care software for managing administrative operations

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LawnPro is a cloud-based lawn care software that helps businesses manage administrative operations and communicate with customers, crew members, and employees via text messages. It lets users handle multiple properties, print invoices, and receive online payments from customers via credit cards.

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vtenext logo

The easy all-in-one CRM for process automation

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Attract, contact, close deals and increase customer loyalty in an easy, efficient and automated way with vtenext, the all-in-one open source CRM to design and optimize your marketing, sales, post-sales and customer service activities.

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JobNimbus logo

Be more professional, profitable, efficient, and organized.

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JobNimbus is a contractor software platform that customizes to your business and grows with it. With full visibility of all your jobs and their stages, our platform makes it simple to control your workflow. You can manage your processes and keep every aspect of your business running!

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FieldPulse logo

Cloud-based field service management software

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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.

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Initiative CRM logo

CRM for B2B companies

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Initiative CRM is a CRM for B2B that includes shared agenda, opportunity tracking, quotes, invoices, complaints in one tool.

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