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Quoting Software with CRM (2026) - Page 4

Last updated: April 2026

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202 software options

DocSales logo

Sales automation platform for creating proposals & contracts

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DocSales is a sales automation software designed to help businesses create, edit, electronically sign, and share documents, proposals, quotes, and contracts with customers or prospects on a centralized platform.

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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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Orcatec logo

Cloud-based field service management software

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Orcatec is a cloud-based field service management software designed to help businesses handle and streamline various administrative processes, such as dispatching, employee management, and more. Supervisors can schedule appointments on a calendar and color-code them according to requirements.

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Epicor CPQ logo

The Leading CPQ for Complex Configurable Products.

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Epicor CPQ is a cloud solution that simplifies and automates quoting for complex, customizable products. Seamless integration with your website, core systems, and 3D/AR technology ensures quotes are accurate, error-free, and visually stunning.

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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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Paycove logo

Quoting, invoicing and payment automation for small business

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Paycove enables business to create and send one-off & recurring invoices directly from their CRM, and process payments, automating the invoicing workflow

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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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QuoteCloud logo

QuoteCloud: Where Quotes Soar, Business Thrives!

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Supercharge your business with QuoteCloud – the ultimate solution for effortless quoting, unlimited document creation, eSignatures, and more. Elevate your sales process and conquer the competition with QuoteCloud today!

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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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FACT ERP.NG logo

ERP solution for integrating business processes

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FACT ERP.NG is Enterprise Resource Planning (ERP) software that creates a unified system for the business processes of Small and Medium Enterprises (SMEs). Accounting, payroll, inventory, CRM, manufacturing, and more are combined to offer a flexible, configurable, mobile solution.

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Stafiz logo

ERP for professional services organizations

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Stafiz is a cloud-based platform for professional services organizations designed to help increase collaboration, productivity, reporting and gather your collaborators on a single environment, including management, teams, and contractors, and increase your overall visibility

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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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NextMinute logo

Management software for the construction industry

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NextMinute is the leading residential construction job management software, helping you manage people, planning, pricing and profits to get ahead of the game.

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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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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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