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Top Rated Quoting Software with Client portal - Page 4

Last updated: May 2026

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155 software options

Saleoid logo

Best CRM Software for leads, sales, marketing & billing

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Saleoid is the Best CRM Software for startups, agencies & SMBs an all-in-one platform to generate leads, manage sales, run marketing, and handle billing in one connected system. Starts at $5/month (2-year plan).

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SatQuote logo

Remote Measurement, Design, and Quoting Software

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SatQuote is a cloud-based software that helps landscapers and outdoor service contractors use maps to measure, estimate labor and materials, create landscape designs, and share maps and quotes with customers.

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Verified logo

Web-based visitor, contractor and risk management platform

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Verified is a web-based solution that provides real-time data and insight for visitor, contractor, and safety management. It provides real-time data insight for visitor, contractor, and safety management across multiple sites.

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Vendori logo

Cloud-based configure, price, and quote (CPQ) software

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Vendori is a cloud-based configure, price, and quote (CPQ) software that helps businesses manage complex deal structuring and streamline sales processes.

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Benelinx logo

Cloud-based agency management software

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Benelinx is a cloud-based agency management software for employee benefits insurance that helps automate data entry, analyze data-driven insights, and access a centralized database. It lets staff members create proposals, generate quotes, and track commissions from a unified platform.

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ServiceDeck logo

All-in-one Solution for All Field Service Management needs!

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ServiceDeck is an ultimate field management service software that integrates the success of your business, the workload of field workers, and the needs of your customers. Powered by a vast number of features, ServiceDeck empowers your management and on-site teams for higher efficiency and success.

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SolSuite logo

The only software you need.

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SolSuite is a CPQ solution designed to automate the entire quotation process, with approval workflows, custom dashboards, product catalog integration, and more

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SiS ERP Construccion logo

Spanish-language ERP for construction companies

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SiS ERP Construction - the true leader in comprehensive management ERP software specialized in the construction sector.

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WorkBuddy logo

Field management software for trade and service businesses

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WorkBuddy is a simple cloud-based job management platform for medium to large Australian trade, multi-trade and field service businesses to better manage jobs and field workers.

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P3 Software logo

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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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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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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AGENCYMATE logo

Agency management solution for insurance agencies

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AGENCYMATE is an agency management solution for insurance agencies to streamline the management of leads and nurturing prospects. It offers an audit trail that helps users analyze the agency's productivity and access a record of truth across the customer interactions history.

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LEEGOO BUILDER logo

Efficient proposal preparation for complex products

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The CPQ software LEEGOO BUILDER supports you in product configuration, calculation and proposal preparation. The flexibly adaptable standard software is primarily designed to meet the requirements of mechanical engineering, special machinery and plant engineering.

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EBMS logo

ERP Software to manage sales, inventory, labor, & financials

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We make business growth easier by putting ERP software to work. EBMS allows you to effortlessly manage all of your operations in one place—connecting business financials to labor management, inventory control, sales and everything in between.

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AirQuote logo

AI-powered invoicing and job management for tradespeople

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AirQuote is an AI-powered quote and invoice generator designed for tradespeople including plumbers, electricians, builders, and contractors. The software allows users to describe jobs in plain English, after which the AI automatically generates line items, materials, and labor costs. It converts accepted quotes to tax invoices, tracks outstanding and paid invoices, and produces professional PDF documents with itemized breakdowns of materials and labor.

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TimO logo

The modular Project-ERP Business Suite

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Digitize your processes from time tracking and resource planning to invoicing – flexible, secure, and 100% made in Germany.

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QOIPR logo

"Qoipr: Automate, Integrate, and Accelerate Your Growth"

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QOIPR is an all-in-one business solution designed to help streamline best practice workflows across sales, marketing, eCommerce, purchasing, logistics, and finance. Developed by small business experts, QOIPR helps growing companies and startups boost revenues, reduce operational costs, and enhance employee engagement and productivity.

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WorkRails logo

Professional services automation platform

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WorkRails helps businesses streamline operations across sales, professional services, and their clients. The platform normalizes service offerings, adds governance, and collects insights.

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QLM Distributor Quoting logo

Cloud-based quoting solution for value-added distributors.

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QLM Distributor Quoting is a cloud-based system for managing quotes designed specifically for companies in the specialty and value-added distribution market.

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Smart Part Number Quoter logo

Cloud-based quoting platform

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Partfiniti is a cloud-based quoting platform, which helps businesses automate the creation of quotes and generate part numbers and pricing for various product configurations. Professionals can list price, contract price, quantity discounts, compensations, and several other factors while selecting a suitable price for a specific quote.

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QuotePro logo

Pricing software for cleaning businesses

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QuotePro is a web-based platform designed specifically for residential and commercial cleaning businesses to manage pricing and proposal generation. The software includes over two hundred pricing calculators for various cleaning services, including residential, commercial, move-out, Airbnb, and specialty cleaning jobs. It features AI-powered quote analysis, automated follow-up sequences, and a customer relationship management system to track leads and quotes.

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seProposals logo

Proposal & quoting platform with deep CRM integration

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Complex quotes made easy. Highly customized to your specific needs. Deep integration into CRM ensures all quote data is captured while reducing data-entry.

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Karanext logo

Karanext, a French ERP platform designed for service firms.

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Karanext is a complete suite in SaaS mode - ERP, CRM & HR - designed for SMEs that want to improve the management of their business. Our solution is particularly suitable for service companies such as consulting firms or engineering.

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eRep logo

CPQ software to simplify and automate the quoting process

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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.

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