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Quoting Software with Collaboration Tools (2026) - Page 2

Last updated: March 2026

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111 software options

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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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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Hover logo

Measure, design, and estimate all in one place.

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Measure, design, and estimate all in one place. The construction and insurance platform used for millions of home improvement projects.

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aPriori logo

Tool that boosts manufacturing with smart cost control

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aPriori is a digital manufacturing insights platform that combines product cost management, design for manufacturability and sustainability, and supplier collaboration. The cloud-based platform is used by manufacturers to unlock cost, manufacturability and carbon insights for increased product profitability and sustainability.

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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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Nusii logo

Proposal management software with built-in templates

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Nusii is an online proposal management software designed to help businesses create proposals using built-in templates and share them with clients via email. The application allows organizations to directly upload or embed videos into proposals using social platforms such as YouTube or Vimeo.

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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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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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Fluent logo

Document generation tool for creating contracts & proposals

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Fluent (formerly Windward Core) is a powerful document generation platform combining an MS Office designer plugin, a centralized template manager, and a best-in-class engine to automate your business’s frequently created documents.

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Involve.me logo

Create high-converting funnels that turn visitors into leads

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involve.me is a no-code lead generation funnel builder. It packs powerful tools for lead capture, lead routing, and lead scoring—helping you convert online visitors into qualified leads. Easily embed on your website or share with a simple URL.

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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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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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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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Qvidian logo

RFP response automation and proposal management software.

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With Qvidian, sales and proposal teams can collaborate effortlessly to quickly deliver polished and compliant proposals, presentations, and sales documents. Join the more than 1,000 companies and 200,000 users that count on Qvidian to meet deadlines, tame proposal content chaos, and win more deals.

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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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M1 ERP logo

Manufacturing enterprise resource planning (ERP) software

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M1 is a modular web-based manufacturing enterprise resource planning (ERP) software for job shops, make-to-order manufacturers and custom & mixed mode manufacturers. The system is designed to manage multiple business areas including production, engineering, scheduling, inventory, shipping, and more.

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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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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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TopBuilder logo

CRM+BI for the contruction industry.

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TopBuilder’s software equips business owners, sales & marketing leaders, and estimators with an essential platform that combines business development with the accounting, estimating and project management tools your team already uses, bringing all your data and documents into a single platform.

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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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