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Quoting Software with Client Portal (2026) - Page 2

Last updated: April 2026

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148 software options

AroFlo logo

Trade business workflows, sorted.

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AroFlo is a full-featured job management solution for trade and service-based businesses. AroFlo helps trade professionals connect their field and office teams, win new jobs, simplify complex work, and get paid faster. For a better WorkLife, use AroFlo.

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WorkflowMax logo

Xero owned financial project management software for SMBs

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Impress your clients by sending reliable, customizable quotes in minutes. From quote to project tracking to invoicing - WorkflowMax offers complete visibility.

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Synchroteam logo
Category Leaders

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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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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Joblogic logo

Field service management solution

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Joblogic is a cloud-based field service management solution which allows businesses to connect back office, mobile workforce and customers together in one system. It enables stakeholders to manage jobs, quotes, invoices, purchases and much more in one system.

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Salesforce Revenue Cloud logo
Category Leaders

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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Quoter logo

Sales enablement 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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Cacheflow logo
Category Leaders

Deal-closing platform that automates quote to close

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Cacheflow is a cloud-based deal-closing solution that helps streamline the quote-to-close process. Users can create proposals including usage-based pricing.

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OnPrintShop logo

#1 AI-Powered Web-to-Print Software

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Generate accurate print quotes instantly with OnPrintShop. Customize quote forms, manage multiple products, set expiry dates, and track quote status in real time to speed approvals, maintain pricing consistency, and close more orders efficiently.

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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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Simpro logo

Field service management software to streamline operations

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Simpro is a powerful field service management software solution that helps trade industries streamline operations to increase profits.

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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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1CRM logo

Doing Business, Better

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1CRM lets you create custom quotes & invoices, with support for multiple layouts and tax rates, group & line item discounts, quote approval workflow, & more.

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Configure One Cloud logo

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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ConnectWise CPQ logo

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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HAL ERP logo

Making ERPs formless & natural

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HBS is a unique business system designed to help businesses manage and automate their key operations - Procurement, Sales, Inventory, Finance, HR, Manufacturing, Production, Quality control, and Compliance.
In addition, the simplified reporting tool makes it easy to pull out infinite custom reports

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PROMYS logo

Cloud-based CRM, Help Desk, and PSA software.

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Quote templates, quote revisions, copy prior quotes, sub-total, bulk pricing, user defined 'roll-ups' categories, quote revisions update the forecast

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Sofon Guided Selling logo

Guided Selling Software

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Sofon helps sales employees to easily and quickly translate customer requirements into error-free professional proposals and quotations

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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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Payaca logo

Simple, yet powerful, CRM solutions.

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A CRM solution for ambitious field service businesses. With a focus on simplicity and efficiency, we empower businesses to streamline operations, build strong customer relationships, and fuel growth. Developed by software experts, Payaca is designed for adaptability and continuous improvement.

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INFast logo

For entrepreneurs who manage their own invoicing

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INFast is a cloud-based software designed to help businesses generate invoices, create financial documents and streamline other accounting processes.

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Pylon logo

#1 Solar Design Software with $0 Monthly Fees

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Pylon Solar Design Software gives you Premium Features for $0 Monthly Fees.

- High Resolution Aerial Imagery
- 3D Solar Shading
- Interval Analysis
- Load Profiles
- Job Sheets
- Handover Documents

Convert more sales proposals with no costly overhads.

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Tall Emu CRM logo

Sales and operations CRM for businesses in Australia and NZ

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Tall Emu CRM is an affordable, simple yet powerful CRM software that allows users to centralize & share data between employees with contacts, notes, calendars, tasks, and Inventory Manage. With many integrations: Xero, MYOB, your website, WooCommerce, phones, Outlook, marketing apps and much more.

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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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