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Quoting Software with Client Portal (2026) - Page 3

Last updated: April 2026

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148 software options

Expedite Commerce logo

Managing the Buying Journey with AI

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Expedite Commerce is a cloud-based platform for Revenue Operations and Revenue Management in sophisticated B2B companies. It offers quote-to-cash software solutions for CPQ, eCommerce, Recurring Billing, and more for Manufacturing, SaaS, IoT, XaaS, and Communications industries.

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OneBill logo

Lead to Revenue Redefined

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OneBill is a revenue management software that provides businesses with tools to streamline subscription management and billing processes. It enables to manage administrative operations, including automated order provisioning & activation, CPQ, revenue reporting, commission management, etc.

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Jetbuilt logo

Cloud-based sales tracking software

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Jetbuilt is cloud-based AV project sales and management software. Close projects 75% faster. Users can populate projects with millions of AV products, request quotes, compare bids, and collaborate in real-time. Jetbuilt isn't just for quoting—it's a complete project platform for everyone in AV.

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Axonaut logo

All-in-one business management for small teams.

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Quickly create, customize, and send quotes. Track approvals and convert quotes to invoices in one click for a seamless sales process.

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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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Zigaflow logo

Make running & growing your business easier

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Zigaflow simplifies business management, offering automation, customization, and integration. Designed for diverse needs, it enhances efficiency, security, and growth across all operations.

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Revv logo

The best eSignature workflow automation software

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A modern sales quoting software that enables sales teams to manage their quotes, optimize the sales process, close deals, and collect payments.

Revv’s enterprise-grade security and powerful features enable sales teams to create, share, store, and get quotes eSigned within minutes from any device.

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Teamogy logo

All-in-one cloud platform for projects, finances & teams

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Teamogy is a secure all-in-one cloud platform for managing projects, finances, documents and teams. Includes budgeting, time tracking, invoicing, reporting, integrations and automation. Accessible anytime, scalable for startups to enterprises.

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Fulcrum logo

Cloud-based manufacturing ERP, MRP & MES solution

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Fulcrum turns your complicated spreadsheets into an intuitive, dynamic process that’s repeatable and shareable across the organization.

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EZLynx logo

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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TakeOff Estimates and Reports 4.0 logo

CRM software for freelancers and businesses

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TakeOff is a customer relationship management (CRM) software designed to help freelancers and businesses handle reports, estimates, budgets, travel accounting, proposals, goals, and more on a unified platform. Administrators can create quotes using existing cards and monitor opportunities.

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Apparound logo

The all-in-one digital solution for your sales force

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Apparound Intelligent Quoting helps sellers generate quotes, with support for complex products and advanced pricing rules.

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Portal logo

Proposal and design software built for AV professionals

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Portal.io is a proposal and design software built for AV professionals, security installers, and IT service providers. The platform streamlines the proposal creation process with pre-loaded industry product data, digital signatures, and payment processing capabilities. It includes a comprehensive catalog with over 17 million items, CRM functionality, and integrations with QuickBooks and other business systems.

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Indy logo

All in one application for freelancers !

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Online application that helps self-employed automate accounting, from expense tracking to tax filling and bank reconciliation.

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CIS Configurator logo

Web-based CPQ solution for small businesses

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CIS Configurator is a web-based CPQ (configure, price and quote) solution with integrated tools for building flexible quotations and automating sales processes

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Surefront logo

Surefront Unified PLM, PIM and CRM Collaboration.

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Surefront unifies PLM, PIM, and CRM, streamlining product collaboration, vendor management, workflows, and ensures team alignment.

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Plannit logo

Job management & scheduling solution

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The only FREE home services app designed to serve Pros AND customers, by bringing job requests, quotes, billing and payments online, all organized in a single place.

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XaitCPQ logo

CPQ Software; quote large, complex projects in minutes.

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Start creating error-free product and/or services quotes way faster - without the risk - and prepare to scale for growth. XaitCPQ customers reduce time to quote by 50% and respond to 65% more requests.

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Clarity Software logo

Modular management information system for businesses

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Win more business and protect your profits with fast, accurate quotes.

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Planview ChangePoint logo

Professional services automation software for PSOs and ESOs

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Planview Changepoint is an end-to-end professional services automation solution for services-first businesses to streamline quote-to-cash and drive profitability.

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Vista-Suite logo

Cloud-based Aviation ERP and MRO Software with Mobile Apps

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Vista-Suite Enterprise is a cloud ERP and MRO software with inventory management, RFQ and quote automation, order processing, logistics, and invoicing.

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Hive CPQ logo

Spend less time quoting and more time selling with Hive CPQ

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Hive CPQ (Configure Price Quote) simplifies the sales and quoting process of large manufacturing enterprises selling complex products. Configure products in 3D and provide real-time pricing calculations and error-free quotes instantly. Create an efficient work environment and boost your sales!

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Gripp logo

Business software for agencies and services providers.

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Gripp is a softwarecompany that aims on agencies and business service providers. With over 2000+ customers and about 14.000 daily users we help our customers everyday with the optimzation of business processes by providing quality all-in-one software.

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Conga CPQ logo

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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bit2win CPQ logo

Automate config, quote, orders, sales & marketing processes.

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Bit2win CPQ enables sales and marketing organizations to automate and optimize quote creation and orders capture. Built natively on Salesforce Bit2win is now also supporting other CRM systems and is cross Cloud platform solution.

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