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Quoting Software with Customizable Forms (2026) - Page 2

Last updated: April 2026

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62 software options

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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ConvertCalculator logo

Boost sales, reduce hassle - without code.

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Automate your quoting and sales process, save money on quoting and discover and capture valuable leads.

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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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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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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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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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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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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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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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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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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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VistaQuote logo

Inbound RFQ Mgmt. with Auto-Quoting & Online Quote Approval

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Transform how you manage inbound RFQs & send customer quotes. With a single click, quotes are sent to customers & seamlessly entered into your software without manual entry. It even interprets plain-text emails using AI, enabling automatic quoting, enhancing efficiency, and saving valuable time.

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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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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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Jamio openwork logo

Workflow Managment, Nocode, Development Platform, Cloud.

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Jamio is a no-code business process management platform designed to create cloud applications. The applications created on Jamio openwork platform helps companies drive digital transformation. It can automate and simplify company procedures, manage documents , offer collaboration tools and much more

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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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EASA logo

Convert macro/VBA enabled spreadsheets into secure web apps

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Converts existing, complex macro/VBA enabled Excel spreadsheets into secure and remotely browser accessible web apps (including from mobile devices) eliminating Excel chaos. Operates on-prem or cloud

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MultiRoute logo

Sales management for fields sales teams

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MultiRoute equips your mobile sales force with the ability to quote, invoice, make deposit and much more, all from your mobile device. Industries/Application: Customer facing companies like Wholesalers, Distribution, Transportation and Logistics with field sales teams.

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netLex logo

Simple and secure agreements

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netLex is an end-to-end platform used by leading companies to manage their contracts’ lifecycle. Gain +240% productivity by automating document creation and configuring intelligent workflows, as well as extracting data for management and intelligence panels.

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YourRadar logo

Field management for commercial & residential services

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Streamline scheduling, dispatching, & invoicing; YourRadar is a comprehensive solution for commercial & residential service businesses.

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Quoteplicity logo

Quoting Software For Licensed Life Insurance Agents

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Quoteplicity is a white-labeled quoting software designed to help insurance agents manage daily operations on a centralized interface. The platform offers an insurance quoter that allows agents to quote top-rated carriers or select their preferred providers. It empowers agents to curate a diverse portfolio of insurance products tailored to meet the unique needs of their clients.

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Pipe App logo

Software for assigning, tracking, and managing tasks

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Easily assign tasks to your teams and obtain feedback in real-time. Share information on any connected device. Keep a complete history and backup of all documents and data collected by your teams. Reduce time spent on duplicating paperwork.

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BuildM8 logo

Your Projects All-In-One

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BuildM8 targets contractors and businesses that sell products/services, helping them move from Spreadsheets to streamline quoting, customer engagement, project management and cost control.

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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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